This page tracks LYRICAL ASSET MANAGEMENT LP’s institutional portfolio moves as disclosed in SEC Form 13F filings, updated every quarter as new filings become public. Rather than a one-off snapshot, this is meant to serve as a running record of the fund’s buying and selling activity over time, quarter by quarter, so readers researching institutional … Read more
Quarter Ending 2026-03-31 During the quarter ending 2026-03-31, William Blair Investment Management, LLC made notable adjustments across its equity portfolio, with a clear tilt toward adding to existing positions rather than establishing new ones. The most significant new commitment was a fresh stake in Birkenstock Holding PLC (BIRK), valued at $92,276,654. Several holdings saw dramatic … Read more
Quarter Ending 2026-06-30 During the quarter ending 2026-06-30, Bridgewater Associates, LP made notable adjustments across its energy, industrial, and financial holdings. The fund sharply increased its stake in PG&E Corp (PCG), growing the position from $431,010 to $99,764,701, alongside a major build-up in Petroleo Brasileiro S A, which rose from $23,882,918 to $105,436,776. Other energy-related … Read more
Quarter Ending 2026-06-30 During the quarter ending 2026-06-30, Renaissance Technologies LLC filed a 13F showing broad-based increases across a wide range of existing holdings, with no reductions listed among the disclosed moves. The most dramatic percentage changes came from smaller starting positions that were scaled up substantially, including Five Below Inc (FIVE), up 16855% to … Read more
Quarter Ending 2026-06-30 Soros Fund Management LLC filed a 13F for the quarter ending 2026-06-30 showing a broad wave of position increases alongside several full exits, pointing to active portfolio rotation during the period. The most dramatic percentage increase came in Entergy Corp New, which grew 1111% from $8,671,720 to $104,971,932. Forgent Power Solutions Inc … Read more