Market Actions for August 14, 2024

Trim $51.7M of disclosed value in CarMax, Inc. $KMXKMXCarMax, Inc.3,350 FollowersFollow.

KMXTop InvestorsConsumer CyclicalAuto - Dealerships

Trim $94.6M of disclosed value in Bath & Body Works, Inc. $BBWIBBWIBath & Body Works, Inc.9,202 FollowersFollow.

BBWITop InvestorsConsumer CyclicalSpecialty Retail

Trim $90.5M of disclosed value in CDW Corporation $CDWCDWCDW Corporation19,382 FollowersFollow.

CDWTop InvestorsTechnologyInformation Technology Services

Add $26.3M of disclosed value in Cactus, Inc. $WHDWHDCactus, Inc.14,707 FollowersFollow.

WHDTop InvestorsEnergyOil & Gas Equipment & Services

Exit $-373.7M of disclosed value in SPDR S&P 500 ETF Trust $SPYSPYSPDR S&P 500 ETF Trust11,132 FollowersFollow.

SPYTop InvestorsETF / Fund

Add $511.3M of disclosed value in Amazon.com, Inc. - Common Stock $AMZNAMZNAmazon.com, Inc. - Common Stock14,080 FollowersFollow.

AMZNTop InvestorsConsumer CyclicalSpecialty Retail

Trim $151.1M of disclosed value in The Progressive Corp $PGRPGRThe Progressive Corp7,963 FollowersFollow.

PGRTop InvestorsFire, Marine & Casualty Insurance

Trim $107.7M of disclosed value in Lamar Advertising Company $LAMRLAMRLamar Advertising Company17,850 FollowersFollow.

LAMRTop InvestorsReal EstateREIT - Specialty

Add $86.4M of disclosed value in Domino's Pizza Inc $DPZDPZDomino's Pizza Inc20,718 FollowersFollow.

DPZTop InvestorsConsumer CyclicalRestaurants

Trim $22.9M of disclosed value in Liberty Broadband Corporation $LBRDKLBRDKLiberty Broadband Corporation19,587 FollowersFollow.

LBRDKTop InvestorsCommunication ServicesTelecommunications Services

Add $111.4M of disclosed value in Charter Communications Inc $CHTRCHTRCharter Communications Inc20,675 FollowersFollow.

CHTRTop InvestorsCommunication ServicesTelecommunications Services

Add $824.0K of disclosed value in HEICO Corporation $HEI-AHEI-AHEICO Corporation21,504 FollowersFollow.

HEI-ATop InvestorsIndustrialsAerospace & Defense

Exit $-263.7M of disclosed value in Visa Inc $VVVisa Inc886 FollowersFollow.

VTop InvestorsFinancial Services

Add $487.3M of disclosed value in Microsoft Corp $MSFTMSFTMicrosoft Corp16,724 FollowersFollow.

MSFTTop InvestorsSoftware - Infrastructure

Trim $98.8M of disclosed value in Apple Inc. $AAPL.MXAAPL.MXApple Inc.11,357 FollowersFollow.

AAPL.MXTop InvestorsTechnologyConsumer Electronics

Add $810.0M of disclosed value in NVIDIA Corporation - Common Stock $NVDANVDANVIDIA Corporation - Common Stock1,317 FollowersFollow.

NVDATop InvestorsSemiconductors

Exit $-167.9M of disclosed value in Mastercard Incorporated Common Stock $MAMAMastercard Incorporated Common Stock3,252 FollowersFollow.

MATop InvestorsFinancial Services

Trim $86.7M of disclosed value in Eli Lilly and Company Common Stock $LLYLLYEli Lilly and Company Common Stock4,281 FollowersFollow.

LLYTop InvestorsDrug Manufacturers - General

Trim $73.4M of disclosed value in CVS Corp $CVSCVSCVS Corp19,936 FollowersFollow.

CVSTop InvestorsHealthcareMedical - Healthcare Plans

Exit $-118.6M of disclosed value in Fiserv Inc $FISVFISVFiserv Inc14,982 FollowersFollow.

FISVTop InvestorsTechnologyInformation Technology Services