InvestorLens

Trending positions

Quarter-over-quarter activity aggregated across the tracked investors, based on changes reported in public 13F filings. Educational research only — not investment advice.

13F data may be delayed up to 45 days
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

This view aggregates publicly disclosed portfolio activity and may reflect delayed filings of up to 45 days. Dollar values represent aggregate reported position size across tracked investors — not the size of any single trade, and not a recommendation.

Sourced from SEC EDGAR public filings

Most accumulated positionsi

  1. 1.TRMDIncreased
    TORM PLC · 1 investor
    $675.1M
    Aggregate exposure
  2. 2.EXEIncreased
    EXPAND ENERGY CORP · 1 investor
    $575M
    Aggregate exposure
  3. 3.CNRIncreased
    CORE NATURAL RESOURCES INC · 2 investors
    $380.5M
    Aggregate exposure
  4. 4.QQQIncreased
    INVESCO QQQ TRUST SERIES 1 · 1 investor
    $329M
    Aggregate exposure
  5. 5.AUIncreased
    ANGLOGOLD ASHANTI PLC · 1 investor
    $313.8M
    Aggregate exposure
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Most reduced positionsi

  1. 1.GRBKReduced
    GREEN BRICK PARTNERS INC · 2 investors
    $1.2B
    Aggregate exposure
  2. 2.Ticker unavailableCUSIP 20854L108Reduced
    CONSOL ENERGY INC NEW · 2 investors
    $423.3M
    Aggregate exposure
  3. 3.BHFReduced
    BRIGHTHOUSE FINL INC · 2 investors
    $322.1M
    Aggregate exposure
  4. 4.KDReduced
    KYNDRYL HLDGS INC · 2 investors
    $264.2M
    Aggregate exposure
  5. 5.THCReduced
    TENET HEALTHCARE CORP · 2 investors
    $198.9M
    Aggregate exposure
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Held by multiple investorsi

Stocks reported by two or more tracked investors in their latest public filings. Co-occurrence is a research observation only — not a buy recommendation.

TickerCompanyTracked investors holdingCombined reported holdingsInvestors
92189F106VANECK ETF TRUST2$2.1BDavid Einhorn, Leopold Aschenbrenner
RIOTRIOT PLATFORMS INC2$403.9MHoward Marks, Leopold Aschenbrenner
LBTYALIBERTY GLOBAL LTD2$322.5MDavid Einhorn, Howard Marks
PCGPG&E CORP2$249.9MDavid Einhorn, Howard Marks
FLRFLUOR CORP2$224.9MDavid Einhorn, Howard Marks
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