セス・クラマン氏率いるBaupost Groupが発表した第1四半期末の株式ポートフォリオは、前回から縮小した。
同社の13F報告書によると、保有銘柄は22銘柄で、評価額は約51.2億ドルとなった。Amazon、Restaurant Brands International、WESCO International、Union Pacific、Elevance Healthへの集中投資傾向は続いている。
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Institutional investors including Tredje AP-fonden, Siligmueller & Norvid Wealth Advisors, and King Luther Capital Management significantly increased or initiated positions in Tesla shares during Q3 2025, per recent SEC filings. These moves contribute to 66.20% institutional ownership, contrasting recent insider sales.
Bill Ackman's Pershing Square reported a decline in its first-quarter 2026 holdings to roughly 13.71 billion dollars. The portfolio stayed heavily concentrated in a few major positions.
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AQR Capital Management's US stock portfolio increased to approximately $191 billion in the fourth quarter of 2025, as shown in its latest 13F filing. Nvidia continued as the largest holding after an 18% stake increase, with significant builds in Apple, Microsoft, Alphabet and Amazon.
Greenlight Capital's funds delivered a 6.5% return in the first quarter of 2026, net of fees and expenses, outperforming the S&P 500's decline of 4.4%. The hedge fund cited gains from gold, healthcare, shipping, and energy stocks amid uncertainty from the war in Iran. Managers emphasized capital preservation given limited downside priced into markets.
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Premium Brands Holdings Corporation published its earnings call slide deck for the first quarter of 2026 on May 10.
Recent SEC Form 13F filings reveal mixed activity among institutional investors in Tesla, Inc. shares during the third quarter. Wealthedge Investment Advisors LLC acquired a new stake, while Tounjian Advisory Partners LLC and Huntington National Bank reduced their holdings. Institutional ownership of Tesla stands at 66.20%.
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The Nationwide BNY Mellon Dynamic U.S. Core Fund achieved a 2.19% return in the fourth quarter of 2025, underperforming the S&P 500 Index's 2.66% gain. The fund maintained a target allocation of 90% equities, 10% bonds, and no cash during the period. Positive market factors included stronger-than-expected economic growth, interest rate reductions, and robust corporate earnings.