Market Actions for August 10, 2024 - August 16, 2024
Howard Marks
Exit $-620.4M of disclosed value in Expand Energy Corporation $EXE.
Tom Bancroft
Trim $51.7M of disclosed value in CarMax, Inc. $KMX.
Tweedy Browne
Exit $181.8M of disclosed value in FMC CORP $FMC.
Tweedy Browne
Exit $164.6M of disclosed value in Ionis Pharmaceuticals, Inc. $IONS.
Tom Bancroft
Trim $94.6M of disclosed value in Bath & Body Works, Inc. $BBWI.
Philippe Laffont
Trim $490.5M of disclosed value in Salesforce, Inc. Common Stock $CRM.
Tom Bancroft
Trim $90.5M of disclosed value in CDW Corporation $CDW.
Tom Bancroft
Add $26.3M of disclosed value in Cactus, Inc. $WHD.
Tweedy Browne
Trim $50.5M of disclosed value in Autoliv, Inc. $ALV.
Philippe Laffont
Add $982.9M of disclosed value in CONSTELLATION ENE CORP $CEG.
Philippe Laffont
Add $2.0B of disclosed value in Taiwan Semiconductor Manufacturing Co Ltd $TSM.
Philippe Laffont
Add $1.0B of disclosed value in Dell Technologies Inc. Class C Common Stock $DELL.
Philippe Laffont
Add $1.7B of disclosed value in NVIDIA Corporation - Common Stock $NVDA.
Philippe Laffont
Add $1.0B of disclosed value in QUALCOMM Inc $QCOM.
Howard Marks
Exit $-151.8M of disclosed value in INFNEUR $INFNEUR.
Howard Marks
Exit $-119.3M of disclosed value in SPDR S&P 500 ETF Trust $SPY.
Tweedy Browne
Add $354.2M of disclosed value in Alphabet Cl A $GOOGL.

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