Chris Davis
Trim $911.6M of disclosed value in Wells Fargo & Co $WFC.
Trim $911.6M of disclosed value in Wells Fargo & Co $WFC.
Trim $374.1M of disclosed value in JP Morgan Chase & Co. Common Stock $JPM.
Add $863.6M of disclosed value in Humana Inc $HUM.
Trim $446.2M of disclosed value in Bank of New York Mellon Corp $BNY.
Trim $1.3B of disclosed value in Capital One Financial Corporation Common Stock $COF.
Add $560.0M of disclosed value in Alphabet Cl A $GOOGL.
Add $391.5M of disclosed value in Intel Corp $INTC.
Trim $84.2M of disclosed value in American Express Company Common Stock $AXP.
Trim $611.6M of disclosed value in Viatris Inc. $VTRS.
Trim $564.9M of disclosed value in U.S. Bancorp $USB.
Add $1.1B of disclosed value in Amazon.com, Inc. - Common Stock $AMZN.
Trim $1.1B of disclosed value in Berkshire Hathaway Inc. $BRK-A.
Trim $478.0M of disclosed value in Cigna Corp (2) $CI.
Add $1.5B of disclosed value in Meta Platforms, Inc. - Class A Common Stock $META.
Add $459.3M of disclosed value in Texas Instruments Inc $TXN.
Exit $-44.5M of disclosed value in Unitedhealth Group Inc $UNH.
Exit $37.9M of disclosed value in The Bank of N.T. Butterfield & Son Limited $NTB.
Trim $132.9M of disclosed value in Unmapped 13F security.
Trim $529.3M of disclosed value in MGM Resorts International $MGM.
Trim $104.3M of disclosed value in Darling Ingredients Inc. $DAR.