Richard Pzena
Add $866.3M of disclosed value in Humana Inc $HUM.
Add
Market Actions for August 2, 2024
Tom Gayner
Exit $172.3M of disclosed value in Diageo plc $DEO.
Exit
Tom Gayner
Exit $168.4M of disclosed value in RLI Corp. $RLI.
Exit
Tom Gayner
Exit $152.2M of disclosed value in Blackstone Group Inc $BX.
Exit
Richard Pzena
Exit $336.4M of disclosed value in NEWELL BRANDS INC. $NWL.
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Tom Gayner
Exit $148.9M of disclosed value in Marsh & McLennan Companies, Inc. $MMC.
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Tom Gayner
Exit $134.6M of disclosed value in LPL Financial Holdings Inc $LPLA.
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Tom Gayner
Exit $113.4M of disclosed value in General Dynamics Corp $GD.
Exit
Tom Gayner
Exit $92.2M of disclosed value in Dollar General Corporation $DG.
Exit
Tom Gayner
Exit $-92.2M of disclosed value in Brookfield Asset Management Ltd. $BAM.TO.
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Tom Gayner
Exit $87.5M of disclosed value in NVR Inc $NVR.
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Tom Gayner
Add $504.4M of disclosed value in Alphabet Cl C $GOOG.
Add
Tom Gayner
Exit $70.2M of disclosed value in Rollins, Inc. $ROL.
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Tom Gayner
Exit $53.3M of disclosed value in The Carlyle Group Inc. $CG.
Exit
Tom Gayner
Exit $63.0M of disclosed value in Linde PLC $LIN.
Exit
Tom Gayner
Exit $49.3M of disclosed value in NORFOLK SOUTHERN CORP $NSC.
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Tom Gayner
Exit $67.4M of disclosed value in HEICO Corporation $HEI-A.
Exit
Tom Gayner
Add $258.5M of disclosed value in Apple Inc. $AAPL.MX.
Add
Tom Gayner
Trim $201.7M of disclosed value in Walt Disney Company $DIS.
Trim
Tom Gayner
Exit $42.6M of disclosed value in Rockwell Automation, Inc. $ROK.
Exit