Crowded trades

Stocks several activists own

When more than one activist holds the same company, it is worth knowing. This list comes from each tracked investor's latest 13F filed by Sep 30, 2026, the quarterly holdings report, so it is public, never locked, and up to 45 days behind the quarter it describes. Newer 13Fs appear as each edition unlocks. Updated Nov 9, 2026.

Amazon Com Inc (AMZN)

6 activists · $3.72B combined

Bill Ackman$2,041,109,677
8,563,857 shares · 10.5% of portfolio · 13F for Q2 2026, filed Aug 14
Mason Morfit$701,124,778
2,941,700 shares · 12.4% of portfolio · 13F for Q2 2026, filed Aug 14
Daniel Loeb$417,095,000
1,750,000 shares · 8.9% of portfolio · 13F for Q2 2026, filed Aug 14
Larry Robbins$303,093,880
1,271,687 shares · 5.5% of portfolio · 13F for Q2 2026, filed Aug 14
Keith Meister$215,872,165
905,732 shares · 6.6% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$40,006,726
167,856 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Amazon Com Inc
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	8,563,857	$2,041,109,677	10.5%	Q2 2026filed Aug 14
Mason Morfit	2,941,700	$701,124,778	12.4%	Q2 2026filed Aug 14
Daniel Loeb	1,750,000	$417,095,000	8.9%	Q2 2026filed Aug 14
Larry Robbins	1,271,687	$303,093,880	5.5%	Q2 2026filed Aug 14
Keith Meister	905,732	$215,872,165	6.6%	Q2 2026filed Aug 14
Frederick DiSanto	167,856	$40,006,726	0.8%	Q2 2026filed Aug 14

Meta Platforms Inc (META)

6 activists · $2.7B combined

Bill Ackman$1,800,309,764
3,196,062 shares · 9.3% of portfolio · 13F for Q2 2026, filed Aug 14
Mason Morfit$515,790,007
915,674 shares · 9.2% of portfolio · 13F for Q2 2026, filed Aug 14
Larry Robbins$201,004,967
356,841 shares · 3.7% of portfolio · 13F for Q2 2026, filed Aug 14
Keith Meister$157,721,200
280,000 shares · 4.8% of portfolio · 13F for Q2 2026, filed Aug 14
Boaz Weinstein$18,180,185
32,275 shares · 0.5% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$11,639,916
20,664 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Meta Platforms Inc
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	3,196,062	$1,800,309,764	9.3%	Q2 2026filed Aug 14
Mason Morfit	915,674	$515,790,007	9.2%	Q2 2026filed Aug 14
Larry Robbins	356,841	$201,004,967	3.7%	Q2 2026filed Aug 14
Keith Meister	280,000	$157,721,200	4.8%	Q2 2026filed Aug 14
Boaz Weinstein	32,275	$18,180,185	0.5%	Q2 2026filed Aug 14
Frederick DiSanto	20,664	$11,639,916	0.2%	Q2 2026filed Aug 14

Sotera Health Co (SHC)

4 activists · $488M combined

Scott Ferguson$276,190,000
15,560,000 shares · 5.7% of portfolio · 13F for Q2 2026, filed Aug 14
Adam Katz$91,267,341
5,141,822 shares · 4.4% of portfolio · 13F for Q2 2026, filed Aug 14
David Einhorn$73,405,392
4,135,515 shares · 1.9% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$47,634,557
2,683,637 shares · 0.9% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Sotera Health Co
Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	15,560,000	$276,190,000	5.7%	Q2 2026filed Aug 14
Adam Katz	5,141,822	$91,267,341	4.4%	Q2 2026filed Aug 14
David Einhorn	4,135,515	$73,405,392	1.9%	Q2 2026filed Aug 14
Frederick DiSanto	2,683,637	$47,634,557	0.9%	Q2 2026filed Aug 14

Microsoft Corp (MSFT)

3 activists · $2.46B combined

Bill Ackman$2,315,234,425
6,206,730 shares · 11.9% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$91,608,945
245,587 shares · 1.8% of portfolio · 13F for Q2 2026, filed Aug 14
Keith Meister$49,112,186
131,661 shares · 1.5% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Microsoft Corp
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	6,206,730	$2,315,234,425	11.9%	Q2 2026filed Aug 14
Frederick DiSanto	245,587	$91,608,945	1.8%	Q2 2026filed Aug 14
Keith Meister	131,661	$49,112,186	1.5%	Q2 2026filed Aug 14

Visa Inc (V)

3 activists · $1.93B combined

Bill Ackman$1,122,065,552
3,270,470 shares · 5.8% of portfolio · 13F for Q2 2026, filed Aug 14
Mason Morfit$794,682,213
2,316,250 shares · 14.1% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$15,316,752
44,644 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Visa Inc
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	3,270,470	$1,122,065,552	5.8%	Q2 2026filed Aug 14
Mason Morfit	2,316,250	$794,682,213	14.1%	Q2 2026filed Aug 14
Frederick DiSanto	44,644	$15,316,752	0.3%	Q2 2026filed Aug 14

CRH PLC (CRH)

3 activists · $836M combined

Christer Gardell$580,979,077
5,429,711 shares · 15.7% of portfolio · 13F for Q2 2026, filed Aug 14
Daniel Loeb$234,865,000
2,195,000 shares · 5.0% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$20,159,936
188,411 shares · 0.4% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding CRH PLC
Investor	Shares	Value	% of portfolio	As of
Christer Gardell	5,429,711	$580,979,077	15.7%	Q2 2026filed Aug 14
Daniel Loeb	2,195,000	$234,865,000	5.0%	Q2 2026filed Aug 14
Frederick DiSanto	188,411	$20,159,936	0.4%	Q2 2026filed Aug 14

Centuri Holdings, Inc. (CTRI)

3 activists · $616M combined

Carl Icahn$433,521,971
14,336,044 shares · 5.3% of portfolio · 13F for Q2 2026, filed Aug 14
Dan Gropper$166,826,000
5,516,741 shares · 2.9% of portfolio · 13F for Q2 2026, filed Aug 14
Adam Katz$15,685,639
518,705 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Centuri Holdings, Inc.
Investor	Shares	Value	% of portfolio	As of
Carl Icahn	14,336,044	$433,521,971	5.3%	Q2 2026filed Aug 14
Dan Gropper	5,516,741	$166,826,000	2.9%	Q2 2026filed Aug 14
Adam Katz	518,705	$15,685,639	0.8%	Q2 2026filed Aug 14

Primo Brands Corporation (PRMB)

3 activists · $514M combined

Scott Ferguson$434,909,800
17,795,000 shares · 9.0% of portfolio · 13F for Q2 2026, filed Aug 14
David Einhorn$69,010,250
2,823,660 shares · 1.8% of portfolio · 13F for Q2 2026, filed Aug 14
Larry Robbins$9,897,491
404,971 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Primo Brands Corporation
Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	17,795,000	$434,909,800	9.0%	Q2 2026filed Aug 14
David Einhorn	2,823,660	$69,010,250	1.8%	Q2 2026filed Aug 14
Larry Robbins	404,971	$9,897,491	0.2%	Q2 2026filed Aug 14

Centene Corp (CNC)

3 activists · $364M combined

Quentin Koffey$137,059,130
2,135,210 shares · 53.7% of portfolio · 13F for Q2 2026, filed Aug 14
Larry Robbins$121,065,870
1,886,055 shares · 2.2% of portfolio · 13F for Q2 2026, filed Aug 14
David Einhorn$105,987,319
1,651,150 shares · 2.7% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Centene Corp
Investor	Shares	Value	% of portfolio	As of
Quentin Koffey	2,135,210	$137,059,130	53.7%	Q2 2026filed Aug 14
Larry Robbins	1,886,055	$121,065,870	2.2%	Q2 2026filed Aug 14
David Einhorn	1,651,150	$105,987,319	2.7%	Q2 2026filed Aug 14

Six Flags Entertainment Corp (FUN)

3 activists · $238M combined

Scott Ferguson$107,139,000
5,030,000 shares · 2.2% of portfolio · 13F for Q2 2026, filed Aug 14
Barry Rosenstein$87,672,909
4,116,099 shares · 4.6% of portfolio · 13F for Q2 2026, filed Aug 14
Larry Robbins$42,979,587
2,017,821 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Six Flags Entertainment Corp
Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	5,030,000	$107,139,000	2.2%	Q2 2026filed Aug 14
Barry Rosenstein	4,116,099	$87,672,909	4.6%	Q2 2026filed Aug 14
Larry Robbins	2,017,821	$42,979,587	0.8%	Q2 2026filed Aug 14

Union Pac Corp (UNP)

3 activists · $192M combined

Daniel Loeb$95,200,000
350,000 shares · 2.0% of portfolio · 13F for Q2 2026, filed Aug 14
Keith Meister$88,761,760
326,330 shares · 2.7% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$7,900,170
29,045 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Union Pac Corp
Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	350,000	$95,200,000	2.0%	Q2 2026filed Aug 14
Keith Meister	326,330	$88,761,760	2.7%	Q2 2026filed Aug 14
Frederick DiSanto	29,045	$7,900,170	0.1%	Q2 2026filed Aug 14

Ares Management Corporation (ARES)

3 activists · $85.5M combined

Daniel Loeb$41,741,250
375,000 shares · 0.9% of portfolio · 13F for Q2 2026, filed Aug 14
Boaz Weinstein$27,799,116
249,745 shares · 0.7% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$15,944,496
143,244 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Ares Management Corporation
Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	375,000	$41,741,250	0.9%	Q2 2026filed Aug 14
Boaz Weinstein	249,745	$27,799,116	0.7%	Q2 2026filed Aug 14
Frederick DiSanto	143,244	$15,944,496	0.3%	Q2 2026filed Aug 14

13
Phillips 66 (PSX)
2 activists · $3.26B combined
- Paul Singer$3,254,381,550
  19,251,000 shares · 14.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$5,716,220
  33,814 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Phillips 66
Investor Shares Value % of portfolio As of
Paul Singer 19,251,000 $3,254,381,550 14.4% Q2 2026filed Aug 14
Frederick DiSanto 33,814 $5,716,220 0.1% Q2 2026filed Aug 14
14
Uber Technologies Inc (UBER)
2 activists · $2.61B combined
- Bill Ackman$2,476,978,592
  34,326,200 shares · 12.7% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$129,426,032
  1,793,598 shares · 2.4% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Uber Technologies Inc
Investor Shares Value % of portfolio As of
Bill Ackman 34,326,200 $2,476,978,592 12.7% Q2 2026filed Aug 14
Larry Robbins 1,793,598 $129,426,032 2.4% Q2 2026filed Aug 14
15
Howard Hughes Holdings Inc (HHH)
2 activists · $2.01B combined
- Bill Ackman$1,991,144,055
  27,852,064 shares · 10.2% of portfolio · 13F for Q2 2026, filed Aug 14
- James Pappas$22,455,009
  314,100 shares · 12.0% of portfolio · 13F for Q2 2026, filed Aug 13
Activists holding Howard Hughes Holdings Inc
Investor Shares Value % of portfolio As of
Bill Ackman 27,852,064 $1,991,144,055 10.2% Q2 2026filed Aug 14
James Pappas 314,100 $22,455,009 12.0% Q2 2026filed Aug 13
16
Restaurant Brands Intl Inc (QSR)
2 activists · $1.96B combined
- Bill Ackman$1,872,301,303
  25,821,284 shares · 9.6% of portfolio · 13F for Q2 2026, filed Aug 14
- Keith Meister$91,738,057
  1,265,178 shares · 2.8% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Restaurant Brands Intl Inc
Investor Shares Value % of portfolio As of
Bill Ackman 25,821,284 $1,872,301,303 9.6% Q2 2026filed Aug 14
Keith Meister 1,265,178 $91,738,057 2.8% Q2 2026filed Aug 14
17
Mastercard Incorporated (MA)
2 activists · $1.12B combined
- Bill Ackman$1,091,218,186
  2,124,646 shares · 5.6% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$25,821,617
  50,276 shares · 0.5% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Mastercard Incorporated
Investor Shares Value % of portfolio As of
Bill Ackman 2,124,646 $1,091,218,186 5.6% Q2 2026filed Aug 14
Frederick DiSanto 50,276 $25,821,617 0.5% Q2 2026filed Aug 14
18
Talen Energy Corp (TLN)
2 activists · $832M combined
- Scott Ferguson$526,436,200
  1,370,000 shares · 10.9% of portfolio · 13F for Q2 2026, filed Aug 14
- Dan Gropper$305,684,000
  795,514 shares · 5.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Talen Energy Corp
Investor Shares Value % of portfolio As of
Scott Ferguson 1,370,000 $526,436,200 10.9% Q2 2026filed Aug 14
Dan Gropper 795,514 $305,684,000 5.3% Q2 2026filed Aug 14
19
Warner Bros Discovery Inc
2 activists · $593M combined
- Daniel Loeb$533,200,000
  20,000,000 shares · 11.4% of portfolio · 13F for Q2 2026, filed Aug 14
- David Einhorn$59,883,158
  2,246,180 shares · 1.5% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Warner Bros Discovery Inc
Investor Shares Value % of portfolio As of
Daniel Loeb 20,000,000 $533,200,000 11.4% Q2 2026filed Aug 14
David Einhorn 2,246,180 $59,883,158 1.5% Q2 2026filed Aug 14
20
Blackrock Inc (BLK)
2 activists · $566M combined
- Mason Morfit$559,339,452
  581,700 shares · 9.9% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$6,341,107
  6,595 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Blackrock Inc
Investor Shares Value % of portfolio As of
Mason Morfit 581,700 $559,339,452 9.9% Q2 2026filed Aug 14
Frederick DiSanto 6,595 $6,341,107 0.1% Q2 2026filed Aug 14
21
Salesforce Inc (CRM)
2 activists · $483M combined
- Mason Morfit$469,119,780
  2,994,509 shares · 8.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$14,133,782
  90,219 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Salesforce Inc
Investor Shares Value % of portfolio As of
Mason Morfit 2,994,509 $469,119,780 8.3% Q2 2026filed Aug 14
Frederick DiSanto 90,219 $14,133,782 0.3% Q2 2026filed Aug 14
22
Lamb Weston Hldgs Inc (LW)
2 activists · $481M combined
- Jeff Smith$247,593,343
  5,733,982 shares · 5.5% of portfolio · 13F for Q2 2026, filed Aug 14
- Barry Rosenstein$232,940,339
  5,394,635 shares · 12.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Lamb Weston Hldgs Inc
Investor Shares Value % of portfolio As of
Jeff Smith 5,733,982 $247,593,343 5.5% Q2 2026filed Aug 14
Barry Rosenstein 5,394,635 $232,940,339 12.3% Q2 2026filed Aug 14
23
Performance Food Group Co (PFGC)
2 activists · $450M combined
- Scott Ferguson$374,496,500
  3,350,000 shares · 7.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Daniel Loeb$75,458,250
  675,000 shares · 1.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Performance Food Group Co
Investor Shares Value % of portfolio As of
Scott Ferguson 3,350,000 $374,496,500 7.8% Q2 2026filed Aug 14
Daniel Loeb 675,000 $75,458,250 1.6% Q2 2026filed Aug 14

Activists holding Phillips 66
Investor	Shares	Value	% of portfolio	As of
Paul Singer	19,251,000	$3,254,381,550	14.4%	Q2 2026filed Aug 14
Frederick DiSanto	33,814	$5,716,220	0.1%	Q2 2026filed Aug 14

Activists holding Uber Technologies Inc
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	34,326,200	$2,476,978,592	12.7%	Q2 2026filed Aug 14
Larry Robbins	1,793,598	$129,426,032	2.4%	Q2 2026filed Aug 14

Activists holding Howard Hughes Holdings Inc
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	27,852,064	$1,991,144,055	10.2%	Q2 2026filed Aug 14
James Pappas	314,100	$22,455,009	12.0%	Q2 2026filed Aug 13

Activists holding Restaurant Brands Intl Inc
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	25,821,284	$1,872,301,303	9.6%	Q2 2026filed Aug 14
Keith Meister	1,265,178	$91,738,057	2.8%	Q2 2026filed Aug 14

Activists holding Mastercard Incorporated
Investor	Shares	Value	% of portfolio	As of
Bill Ackman	2,124,646	$1,091,218,186	5.6%	Q2 2026filed Aug 14
Frederick DiSanto	50,276	$25,821,617	0.5%	Q2 2026filed Aug 14

Activists holding Talen Energy Corp
Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	1,370,000	$526,436,200	10.9%	Q2 2026filed Aug 14
Dan Gropper	795,514	$305,684,000	5.3%	Q2 2026filed Aug 14

Activists holding Warner Bros Discovery Inc
Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	20,000,000	$533,200,000	11.4%	Q2 2026filed Aug 14
David Einhorn	2,246,180	$59,883,158	1.5%	Q2 2026filed Aug 14

Activists holding Blackrock Inc
Investor	Shares	Value	% of portfolio	As of
Mason Morfit	581,700	$559,339,452	9.9%	Q2 2026filed Aug 14
Frederick DiSanto	6,595	$6,341,107	0.1%	Q2 2026filed Aug 14

Activists holding Salesforce Inc
Investor	Shares	Value	% of portfolio	As of
Mason Morfit	2,994,509	$469,119,780	8.3%	Q2 2026filed Aug 14
Frederick DiSanto	90,219	$14,133,782	0.3%	Q2 2026filed Aug 14

Activists holding Lamb Weston Hldgs Inc
Investor	Shares	Value	% of portfolio	As of
Jeff Smith	5,733,982	$247,593,343	5.5%	Q2 2026filed Aug 14
Barry Rosenstein	5,394,635	$232,940,339	12.3%	Q2 2026filed Aug 14

Activists holding Performance Food Group Co
Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	3,350,000	$374,496,500	7.8%	Q2 2026filed Aug 14
Daniel Loeb	675,000	$75,458,250	1.6%	Q2 2026filed Aug 14

Marriott Vacations Wdwide Corp (VAC)

2 activists · $437M combined

Lauren Taylor Wolfe$420,762,770
4,129,984 shares · 30.0% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$16,002,495
157,072 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding Marriott Vacations Wdwide Corp
Investor	Shares	Value	% of portfolio	As of
Lauren Taylor Wolfe	4,129,984	$420,762,770	30.0%	Q2 2026filed Aug 14
Frederick DiSanto	157,072	$16,002,495	0.3%	Q2 2026filed Aug 14

25
Telephone & Data Sys Inc (TDS)
2 activists · $429M combined
- Daniel Loeb$232,237,750
  6,275,000 shares · 5.0% of portfolio · 13F for Q2 2026, filed Aug 14
- Dan Gropper$196,863,000
  5,319,175 shares · 3.4% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Telephone & Data Sys Inc
Investor Shares Value % of portfolio As of
Daniel Loeb 6,275,000 $232,237,750 5.0% Q2 2026filed Aug 14
Dan Gropper 5,319,175 $196,863,000 3.4% Q2 2026filed Aug 14
26
Dicks Sporting Goods Inc (DKS)
2 activists · $429M combined
- Scott Ferguson$337,946,900
  1,490,000 shares · 7.0% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$90,966,006
  401,067 shares · 1.7% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Dicks Sporting Goods Inc
Investor Shares Value % of portfolio As of
Scott Ferguson 1,490,000 $337,946,900 7.0% Q2 2026filed Aug 14
Larry Robbins 401,067 $90,966,006 1.7% Q2 2026filed Aug 14
27
MKS Inc. (MKSI)
2 activists · $405M combined
- Scott Ferguson$361,488,960
  812,700 shares · 7.5% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$43,827,034
  98,532 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding MKS Inc.
Investor Shares Value % of portfolio As of
Scott Ferguson 812,700 $361,488,960 7.5% Q2 2026filed Aug 14
Larry Robbins 98,532 $43,827,034 0.8% Q2 2026filed Aug 14
28
Alphabet Inc (GOOGL)
2 activists · $398M combined
- Daniel Loeb$366,304,250
  1,025,000 shares · 7.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$31,558,545
  88,308 shares · 0.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Alphabet Inc
Investor Shares Value % of portfolio As of
Daniel Loeb 1,025,000 $366,304,250 7.8% Q2 2026filed Aug 14
Frederick DiSanto 88,308 $31,558,545 0.6% Q2 2026filed Aug 14
29
Riot Platforms Inc (RIOT)
2 activists · $355M combined
- Jeff Smith$276,937,091
  10,114,576 shares · 6.1% of portfolio · 13F for Q2 2026, filed Aug 14
- Scott Ferguson$78,443,700
  2,865,000 shares · 1.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Riot Platforms Inc
Investor Shares Value % of portfolio As of
Jeff Smith 10,114,576 $276,937,091 6.1% Q2 2026filed Aug 14
Scott Ferguson 2,865,000 $78,443,700 1.6% Q2 2026filed Aug 14

Activists holding Telephone & Data Sys Inc
Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	6,275,000	$232,237,750	5.0%	Q2 2026filed Aug 14
Dan Gropper	5,319,175	$196,863,000	3.4%	Q2 2026filed Aug 14

Activists holding Dicks Sporting Goods Inc
Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	1,490,000	$337,946,900	7.0%	Q2 2026filed Aug 14
Larry Robbins	401,067	$90,966,006	1.7%	Q2 2026filed Aug 14

Activists holding MKS Inc.
Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	812,700	$361,488,960	7.5%	Q2 2026filed Aug 14
Larry Robbins	98,532	$43,827,034	0.8%	Q2 2026filed Aug 14

Activists holding Alphabet Inc
Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	1,025,000	$366,304,250	7.8%	Q2 2026filed Aug 14
Frederick DiSanto	88,308	$31,558,545	0.6%	Q2 2026filed Aug 14

Activists holding Riot Platforms Inc
Investor	Shares	Value	% of portfolio	As of
Jeff Smith	10,114,576	$276,937,091	6.1%	Q2 2026filed Aug 14
Scott Ferguson	2,865,000	$78,443,700	1.6%	Q2 2026filed Aug 14

International Flavors and Fragrances Inc. (IFF)

2 activists · $353M combined

Carl Icahn$338,665,500
4,275,000 shares · 4.1% of portfolio · 13F for Q2 2026, filed Aug 14
Frederick DiSanto$13,998,490
176,704 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14

Activists holding International Flavors and Fragrances Inc.
Investor	Shares	Value	% of portfolio	As of
Carl Icahn	4,275,000	$338,665,500	4.1%	Q2 2026filed Aug 14
Frederick DiSanto	176,704	$13,998,490	0.3%	Q2 2026filed Aug 14

31
Fluor Corp (FLR)
2 activists · $327M combined
- David Einhorn$244,071,913
  4,658,750 shares · 6.2% of portfolio · 13F for Q2 2026, filed Aug 14
- Jeff Smith$83,107,672
  1,586,327 shares · 1.8% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Fluor Corp
Investor Shares Value % of portfolio As of
David Einhorn 4,658,750 $244,071,913 6.2% Q2 2026filed Aug 14
Jeff Smith 1,586,327 $83,107,672 1.8% Q2 2026filed Aug 14
32
Danaher Corp (DHR)
2 activists · $321M combined
- Larry Robbins$218,286,080
  1,145,979 shares · 4.0% of portfolio · 13F for Q2 2026, filed Aug 14
- Daniel Loeb$102,859,200
  540,000 shares · 2.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Danaher Corp
Investor Shares Value % of portfolio As of
Larry Robbins 1,145,979 $218,286,080 4.0% Q2 2026filed Aug 14
Daniel Loeb 540,000 $102,859,200 2.2% Q2 2026filed Aug 14
33
Vestis Corporation (VSTS)
2 activists · $318M combined
- Keith Meister$287,698,743
  19,813,963 shares · 8.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$30,398,056
  2,093,530 shares · 0.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Vestis Corporation
Investor Shares Value % of portfolio As of
Keith Meister 19,813,963 $287,698,743 8.8% Q2 2026filed Aug 14
Frederick DiSanto 2,093,530 $30,398,056 0.6% Q2 2026filed Aug 14
34
Block Inc (XYZ)
2 activists · $285M combined
- Daniel Loeb$194,479,668
  2,558,943 shares · 4.2% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$90,975,496
  1,197,046 shares · 1.7% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Block Inc
Investor Shares Value % of portfolio As of
Daniel Loeb 2,558,943 $194,479,668 4.2% Q2 2026filed Aug 14
Larry Robbins 1,197,046 $90,975,496 1.7% Q2 2026filed Aug 14
35
Acadia Healthcare Company IN (ACHC)
2 activists · $271M combined
- Dan Gropper$140,641,000
  4,762,635 shares · 2.4% of portfolio · 13F for Q2 2026, filed Aug 14
- David Einhorn$129,950,928
  4,400,641 shares · 3.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Acadia Healthcare Company IN
Investor Shares Value % of portfolio As of
Dan Gropper 4,762,635 $140,641,000 2.4% Q2 2026filed Aug 14
David Einhorn 4,400,641 $129,950,928 3.3% Q2 2026filed Aug 14
36
Teva Pharmaceutical Inds Ltd (TEVA)
2 activists · $270M combined
- Larry Robbins$172,147,363
  5,081,091 shares · 3.1% of portfolio · 13F for Q2 2026, filed Aug 14
- David Einhorn$97,779,679
  2,886,059 shares · 2.5% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Teva Pharmaceutical Inds Ltd
Investor Shares Value % of portfolio As of
Larry Robbins 5,081,091 $172,147,363 3.1% Q2 2026filed Aug 14
David Einhorn 2,886,059 $97,779,679 2.5% Q2 2026filed Aug 14
37
GDS Hldgs Ltd (GDS)
2 activists · $269M combined
- Scott Ferguson$260,810,550
  8,685,000 shares · 5.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Adam Katz$8,498,490
  283,000 shares · 0.4% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding GDS Hldgs Ltd
Investor Shares Value % of portfolio As of
Scott Ferguson 8,685,000 $260,810,550 5.4% Q2 2026filed Aug 14
Adam Katz 283,000 $8,498,490 0.4% Q2 2026filed Aug 14
38
Live Nation Entertainment IN (LYV)
2 activists · $263M combined
- Daniel Loeb$207,829,850
  1,135,000 shares · 4.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Mason Morfit$55,311,305
  302,066 shares · 1.0% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Live Nation Entertainment IN
Investor Shares Value % of portfolio As of
Daniel Loeb 1,135,000 $207,829,850 4.4% Q2 2026filed Aug 14
Mason Morfit 302,066 $55,311,305 1.0% Q2 2026filed Aug 14
39
Comcast Corp (CMCSA)
2 activists · $237M combined
- Dan Gropper$203,740,000
  8,299,000 shares · 3.5% of portfolio · 13F for Q2 2026, filed Aug 14
- David Einhorn$33,038,899
  1,345,780 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Comcast Corp
Investor Shares Value % of portfolio As of
Dan Gropper 8,299,000 $203,740,000 3.5% Q2 2026filed Aug 14
David Einhorn 1,345,780 $33,038,899 0.8% Q2 2026filed Aug 14
40
Disney Walt Co (DIS)
2 activists · $225M combined
- Keith Meister$207,955,921
  2,160,581 shares · 6.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$17,309,915
  179,843 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Disney Walt Co
Investor Shares Value % of portfolio As of
Keith Meister 2,160,581 $207,955,921 6.3% Q2 2026filed Aug 14
Frederick DiSanto 179,843 $17,309,915 0.3% Q2 2026filed Aug 14
41
EchoStar Corporation (ECHO)
2 activists · $213M combined
- Carl Icahn$142,561,013
  1,404,542 shares · 1.7% of portfolio · 13F for Q2 2026, filed Aug 14
- Dan Gropper$70,817,000
  697,709 shares · 1.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding EchoStar Corporation
Investor Shares Value % of portfolio As of
Carl Icahn 1,404,542 $142,561,013 1.7% Q2 2026filed Aug 14
Dan Gropper 697,709 $70,817,000 1.2% Q2 2026filed Aug 14
42
STMicroelectronics N V (STM)
2 activists · $207M combined
- Scott Ferguson$164,758,000
  2,200,000 shares · 3.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$41,942,893
  560,060 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding STMicroelectronics N V
Investor Shares Value % of portfolio As of
Scott Ferguson 2,200,000 $164,758,000 3.4% Q2 2026filed Aug 14
Larry Robbins 560,060 $41,942,893 0.8% Q2 2026filed Aug 14
43
Viatris Inc (VTRS)
2 activists · $201M combined
- Larry Robbins$156,853,255
  9,877,409 shares · 2.9% of portfolio · 13F for Q2 2026, filed Aug 14
- David Einhorn$44,042,703
  2,773,470 shares · 1.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Viatris Inc
Investor Shares Value % of portfolio As of
Larry Robbins 9,877,409 $156,853,255 2.9% Q2 2026filed Aug 14
David Einhorn 2,773,470 $44,042,703 1.1% Q2 2026filed Aug 14
44
Bruker Corp (BRKR)
2 activists · $191M combined
- Scott Ferguson$175,424,700
  2,915,000 shares · 3.6% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$15,175,530
  252,169 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Bruker Corp
Investor Shares Value % of portfolio As of
Scott Ferguson 2,915,000 $175,424,700 3.6% Q2 2026filed Aug 14
Larry Robbins 252,169 $15,175,530 0.3% Q2 2026filed Aug 14
45
Equinix Inc (EQIX)
2 activists · $189M combined
- Paul Singer$156,358,500
  150,000 shares · 0.7% of portfolio · 13F for Q2 2026, filed Aug 14
- Jonathan Litt$32,573,645
  31,249 shares · 5.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Equinix Inc
Investor Shares Value % of portfolio As of
Paul Singer 150,000 $156,358,500 0.7% Q2 2026filed Aug 14
Jonathan Litt 31,249 $32,573,645 5.6% Q2 2026filed Aug 14
46
Liberty Live Holdings Inc (LLYVA)
2 activists · $181M combined
- Keith Meister$101,810,247
  1,005,434 shares · 3.1% of portfolio · 13F for Q2 2026, filed Aug 14
- Mason Morfit$79,501,150
  785,119 shares · 1.4% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Liberty Live Holdings Inc
Investor Shares Value % of portfolio As of
Keith Meister 1,005,434 $101,810,247 3.1% Q2 2026filed Aug 14
Mason Morfit 785,119 $79,501,150 1.4% Q2 2026filed Aug 14
47
Pepsico Inc (PEP)
2 activists · $181M combined
- Paul Singer$172,635,000
  1,275,000 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$8,525,636
  62,966 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Pepsico Inc
Investor Shares Value % of portfolio As of
Paul Singer 1,275,000 $172,635,000 0.8% Q2 2026filed Aug 14
Frederick DiSanto 62,966 $8,525,636 0.2% Q2 2026filed Aug 14
48
Alkami Technology Inc (ALKT)
2 activists · $171M combined
- Barry Rosenstein$122,268,451
  6,747,707 shares · 6.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Adam Katz$48,473,736
  2,675,151 shares · 2.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Alkami Technology Inc
Investor Shares Value % of portfolio As of
Barry Rosenstein 6,747,707 $122,268,451 6.4% Q2 2026filed Aug 14
Adam Katz 2,675,151 $48,473,736 2.3% Q2 2026filed Aug 14
49
Vistra Corp (VST)
2 activists · $168M combined
- Keith Meister$161,838,768
  1,020,228 shares · 4.9% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$6,253,514
  39,422 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Vistra Corp
Investor Shares Value % of portfolio As of
Keith Meister 1,020,228 $161,838,768 4.9% Q2 2026filed Aug 14
Frederick DiSanto 39,422 $6,253,514 0.1% Q2 2026filed Aug 14
50
CBRE Group Inc (CBRE)
2 activists · $159M combined
- Mason Morfit$133,665,144
  992,391 shares · 2.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Jonathan Litt$24,944,453
  185,199 shares · 4.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding CBRE Group Inc
Investor Shares Value % of portfolio As of
Mason Morfit 992,391 $133,665,144 2.4% Q2 2026filed Aug 14
Jonathan Litt 185,199 $24,944,453 4.3% Q2 2026filed Aug 14
51
Apple Inc (AAPL)
2 activists · $157M combined
- Frederick DiSanto$147,673,585
  510,346 shares · 2.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Boaz Weinstein$9,254,022
  31,981 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Apple Inc
Investor Shares Value % of portfolio As of
Frederick DiSanto 510,346 $147,673,585 2.8% Q2 2026filed Aug 14
Boaz Weinstein 31,981 $9,254,022 0.2% Q2 2026filed Aug 14
52
Snap Inc (SNAP)
2 activists · $153M combined
- Adam Katz$133,200,000
  30,000,000 shares · 6.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Boaz Weinstein$19,680,482
  4,432,541 shares · 0.5% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Snap Inc
Investor Shares Value % of portfolio As of
Adam Katz 30,000,000 $133,200,000 6.4% Q2 2026filed Aug 14
Boaz Weinstein 4,432,541 $19,680,482 0.5% Q2 2026filed Aug 14
53
The Cigna Group (CI)
2 activists · $138M combined
- Larry Robbins$113,641,637
  412,223 shares · 2.1% of portfolio · 13F for Q2 2026, filed Aug 14
- David Einhorn$24,370,112
  88,400 shares · 0.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding The Cigna Group
Investor Shares Value % of portfolio As of
Larry Robbins 412,223 $113,641,637 2.1% Q2 2026filed Aug 14
David Einhorn 88,400 $24,370,112 0.6% Q2 2026filed Aug 14
54
Fortune Brands Innovations I (FBIN)
2 activists · $136M combined
- David Einhorn$123,078,938
  2,241,875 shares · 3.1% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$13,141,212
  239,366 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Fortune Brands Innovations I
Investor Shares Value % of portfolio As of
David Einhorn 2,241,875 $123,078,938 3.1% Q2 2026filed Aug 14
Frederick DiSanto 239,366 $13,141,212 0.3% Q2 2026filed Aug 14
55
API Group Corp (APG)
2 activists · $136M combined
- Daniel Loeb$121,332,750
  2,865,000 shares · 2.6% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$14,448,253
  341,163 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding API Group Corp
Investor Shares Value % of portfolio As of
Daniel Loeb 2,865,000 $121,332,750 2.6% Q2 2026filed Aug 14
Frederick DiSanto 341,163 $14,448,253 0.3% Q2 2026filed Aug 14
56
National Vision Hldgs Inc (EYE)
2 activists · $126M combined
- Arnaud Ajdler$66,933,145
  3,520,944 shares · 6.5% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$58,951,588
  3,101,083 shares · 1.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding National Vision Hldgs Inc
Investor Shares Value % of portfolio As of
Arnaud Ajdler 3,520,944 $66,933,145 6.5% Q2 2026filed Aug 14
Larry Robbins 3,101,083 $58,951,588 1.1% Q2 2026filed Aug 14
57
Abbvie Inc (ABBV)
2 activists · $113M combined
- Frederick DiSanto$75,631,837
  300,556 shares · 1.5% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$37,472,467
  148,913 shares · 0.7% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Abbvie Inc
Investor Shares Value % of portfolio As of
Frederick DiSanto 300,556 $75,631,837 1.5% Q2 2026filed Aug 14
Larry Robbins 148,913 $37,472,467 0.7% Q2 2026filed Aug 14
58
Transdigm Group Inc (TDG)
2 activists · $113M combined
- Daniel Loeb$105,231,160
  79,000 shares · 2.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$7,785,889
  5,845 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Transdigm Group Inc
Investor Shares Value % of portfolio As of
Daniel Loeb 79,000 $105,231,160 2.3% Q2 2026filed Aug 14
Frederick DiSanto 5,845 $7,785,889 0.1% Q2 2026filed Aug 14
59
Tripadvisor Inc (TRIP)
2 activists · $102M combined
- Jeff Smith$69,879,815
  5,096,996 shares · 1.5% of portfolio · 13F for Q2 2026, filed Aug 14
- David Einhorn$32,382,650
  2,361,973 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Tripadvisor Inc
Investor Shares Value % of portfolio As of
Jeff Smith 5,096,996 $69,879,815 1.5% Q2 2026filed Aug 14
David Einhorn 2,361,973 $32,382,650 0.8% Q2 2026filed Aug 14
60
Fuller H B Co (FUL)
2 activists · $96.9M combined
- Frederick DiSanto$73,317,279
  1,257,802 shares · 1.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Arnaud Ajdler$23,627,793
  405,349 shares · 2.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Fuller H B Co
Investor Shares Value % of portfolio As of
Frederick DiSanto 1,257,802 $73,317,279 1.4% Q2 2026filed Aug 14
Arnaud Ajdler 405,349 $23,627,793 2.3% Q2 2026filed Aug 14
61
Bausch Plus Lomb Corp. (BLCO)
2 activists · $89.7M combined
- Carl Icahn$57,960,000
  3,500,000 shares · 0.7% of portfolio · 13F for Q2 2026, filed Aug 14
- Larry Robbins$31,764,531
  1,918,148 shares · 0.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Bausch Plus Lomb Corp.
Investor Shares Value % of portfolio As of
Carl Icahn 3,500,000 $57,960,000 0.7% Q2 2026filed Aug 14
Larry Robbins 1,918,148 $31,764,531 0.6% Q2 2026filed Aug 14
62
Gpgi Inc (GPGI)
2 activists · $87.2M combined
- Jeff Smith$79,678,394
  5,027,028 shares · 1.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$7,557,026
  476,784 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Gpgi Inc
Investor Shares Value % of portfolio As of
Jeff Smith 5,027,028 $79,678,394 1.8% Q2 2026filed Aug 14
Frederick DiSanto 476,784 $7,557,026 0.1% Q2 2026filed Aug 14
63
SPS Comm Inc (SPSC)
2 activists · $86.6M combined
- Arnaud Ajdler$52,389,445
  916,380 shares · 5.1% of portfolio · 13F for Q2 2026, filed Aug 14
- Adam Katz$34,170,738
  597,704 shares · 1.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding SPS Comm Inc
Investor Shares Value % of portfolio As of
Arnaud Ajdler 916,380 $52,389,445 5.1% Q2 2026filed Aug 14
Adam Katz 597,704 $34,170,738 1.6% Q2 2026filed Aug 14
64
ASML Hldg NV (ASML)
2 activists · $76M combined
- Daniel Loeb$59,606,160
  30,000 shares · 1.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$16,441,378
  8,264 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding ASML Hldg NV
Investor Shares Value % of portfolio As of
Daniel Loeb 30,000 $59,606,160 1.3% Q2 2026filed Aug 14
Frederick DiSanto 8,264 $16,441,378 0.3% Q2 2026filed Aug 14
65
Versant Media Group Inc (VSNT)
2 activists · $74.7M combined
- David Einhorn$69,217,414
  1,922,172 shares · 1.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$5,501,108
  152,766 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Versant Media Group Inc
Investor Shares Value % of portfolio As of
David Einhorn 1,922,172 $69,217,414 1.8% Q2 2026filed Aug 14
Frederick DiSanto 152,766 $5,501,108 0.1% Q2 2026filed Aug 14
66
Cannae Hldgs Inc (CNNE)
2 activists · $69.3M combined
- Dan Gropper$46,514,000
  3,230,148 shares · 0.8% of portfolio · 13F for Q2 2026, filed Aug 14
- Boaz Weinstein$22,784,040
  1,582,225 shares · 0.6% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Cannae Hldgs Inc
Investor Shares Value % of portfolio As of
Dan Gropper 3,230,148 $46,514,000 0.8% Q2 2026filed Aug 14
Boaz Weinstein 1,582,225 $22,784,040 0.6% Q2 2026filed Aug 14
67
Resideo Technologies Inc (REZI)
2 activists · $66.4M combined
- David Einhorn$52,857,249
  1,699,590 shares · 1.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$13,545,605
  435,550 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Resideo Technologies Inc
Investor Shares Value % of portfolio As of
David Einhorn 1,699,590 $52,857,249 1.4% Q2 2026filed Aug 14
Frederick DiSanto 435,550 $13,545,605 0.3% Q2 2026filed Aug 14
68
Applied Matls Inc (AMAT)
2 activists · $66.4M combined
- Larry Robbins$47,140,323
  65,201 shares · 0.9% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$19,232,280
  26,601 shares · 0.4% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Applied Matls Inc
Investor Shares Value % of portfolio As of
Larry Robbins 65,201 $47,140,323 0.9% Q2 2026filed Aug 14
Frederick DiSanto 26,601 $19,232,280 0.4% Q2 2026filed Aug 14
69
Berkshire Hathaway Inc (BRK-B)
2 activists · $61.2M combined
- Frederick DiSanto$48,030,719
  95,987 shares · 0.9% of portfolio · 13F for Q2 2026, filed Aug 14
- James Pappas$13,172,266
  26,324 shares · 7.0% of portfolio · 13F for Q2 2026, filed Aug 13
Activists holding Berkshire Hathaway Inc
Investor Shares Value % of portfolio As of
Frederick DiSanto 95,987 $48,030,719 0.9% Q2 2026filed Aug 14
James Pappas 26,324 $13,172,266 7.0% Q2 2026filed Aug 13
70
Cisco Sys Inc (CSCO)
2 activists · $60.8M combined
- Larry Robbins$48,549,977
  413,332 shares · 0.9% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$12,211,331
  103,962 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Cisco Sys Inc
Investor Shares Value % of portfolio As of
Larry Robbins 413,332 $48,549,977 0.9% Q2 2026filed Aug 14
Frederick DiSanto 103,962 $12,211,331 0.2% Q2 2026filed Aug 14
71
Marriott International, Inc (MAR)
2 activists · $56.1M combined
- Frederick DiSanto$34,107,807
  92,037 shares · 0.7% of portfolio · 13F for Q2 2026, filed Aug 14
- Jonathan Litt$21,978,952
  59,308 shares · 3.8% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Marriott International, Inc
Investor Shares Value % of portfolio As of
Frederick DiSanto 92,037 $34,107,807 0.7% Q2 2026filed Aug 14
Jonathan Litt 59,308 $21,978,952 3.8% Q2 2026filed Aug 14
72
Deckers Outdoor Corp (DECK)
2 activists · $55.3M combined
- David Einhorn$50,280,257
  506,398 shares · 1.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$5,067,960
  51,042 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Deckers Outdoor Corp
Investor Shares Value % of portfolio As of
David Einhorn 506,398 $50,280,257 1.3% Q2 2026filed Aug 14
Frederick DiSanto 51,042 $5,067,960 0.1% Q2 2026filed Aug 14
73
Compass Minerals Intl Inc (CMP)
2 activists · $53M combined
- Adam Katz$33,258,607
  1,068,378 shares · 1.6% of portfolio · 13F for Q2 2026, filed Aug 14
- Arnaud Ajdler$19,705,944
  633,021 shares · 1.9% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Compass Minerals Intl Inc
Investor Shares Value % of portfolio As of
Adam Katz 1,068,378 $33,258,607 1.6% Q2 2026filed Aug 14
Arnaud Ajdler 633,021 $19,705,944 1.9% Q2 2026filed Aug 14
74
Honeywell Aerospace Inc (HONA)
2 activists · $49.9M combined
- Arnaud Ajdler$26,529,600
  120,000 shares · 2.6% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$23,349,917
  105,618 shares · 0.5% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Honeywell Aerospace Inc
Investor Shares Value % of portfolio As of
Arnaud Ajdler 120,000 $26,529,600 2.6% Q2 2026filed Aug 14
Frederick DiSanto 105,618 $23,349,917 0.5% Q2 2026filed Aug 14
75
Nvidia Corp (NVDA)
2 activists · $42.2M combined
- Frederick DiSanto$34,958,926
  174,716 shares · 0.7% of portfolio · 13F for Q2 2026, filed Aug 14
- Boaz Weinstein$7,286,277
  36,415 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Nvidia Corp
Investor Shares Value % of portfolio As of
Frederick DiSanto 174,716 $34,958,926 0.7% Q2 2026filed Aug 14
Boaz Weinstein 36,415 $7,286,277 0.2% Q2 2026filed Aug 14
76
Apollo Global Management Inc (APO)
2 activists · $35.8M combined
- Boaz Weinstein$28,995,178
  245,078 shares · 0.7% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$6,841,458
  57,827 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Apollo Global Management Inc
Investor Shares Value % of portfolio As of
Boaz Weinstein 245,078 $28,995,178 0.7% Q2 2026filed Aug 14
Frederick DiSanto 57,827 $6,841,458 0.1% Q2 2026filed Aug 14
77
Atlanta Braves Hldgs Inc (BATRK)
2 activists · $34.4M combined
- Adam Katz$26,208,618
  504,983 shares · 1.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$8,160,653
  157,238 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Atlanta Braves Hldgs Inc
Investor Shares Value % of portfolio As of
Adam Katz 504,983 $26,208,618 1.3% Q2 2026filed Aug 14
Frederick DiSanto 157,238 $8,160,653 0.2% Q2 2026filed Aug 14
78
Blackstone Group Inc (BX)
2 activists · $28.1M combined
- Frederick DiSanto$15,709,492
  133,505 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Boaz Weinstein$12,422,069
  105,567 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Blackstone Group Inc
Investor Shares Value % of portfolio As of
Frederick DiSanto 133,505 $15,709,492 0.3% Q2 2026filed Aug 14
Boaz Weinstein 105,567 $12,422,069 0.3% Q2 2026filed Aug 14
79
Phinia Inc (PHIN)
2 activists · $25.1M combined
- Arnaud Ajdler$14,054,134
  170,622 shares · 1.4% of portfolio · 13F for Q2 2026, filed Aug 14
- Frederick DiSanto$11,026,048
  133,860 shares · 0.2% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Phinia Inc
Investor Shares Value % of portfolio As of
Arnaud Ajdler 170,622 $14,054,134 1.4% Q2 2026filed Aug 14
Frederick DiSanto 133,860 $11,026,048 0.2% Q2 2026filed Aug 14
80
Community Health Sys Inc (CYH)
2 activists · $14.9M combined
- Boaz Weinstein$9,626,444
  2,882,169 shares · 0.3% of portfolio · 13F for Q2 2026, filed Aug 14
- Dan Gropper$5,230,000
  1,565,847 shares · 0.1% of portfolio · 13F for Q2 2026, filed Aug 14
Activists holding Community Health Sys Inc
Investor Shares Value % of portfolio As of
Boaz Weinstein 2,882,169 $9,626,444 0.3% Q2 2026filed Aug 14
Dan Gropper 1,565,847 $5,230,000 0.1% Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
David Einhorn	4,658,750	$244,071,913	6.2%	Q2 2026filed Aug 14
Jeff Smith	1,586,327	$83,107,672	1.8%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Larry Robbins	1,145,979	$218,286,080	4.0%	Q2 2026filed Aug 14
Daniel Loeb	540,000	$102,859,200	2.2%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Keith Meister	19,813,963	$287,698,743	8.8%	Q2 2026filed Aug 14
Frederick DiSanto	2,093,530	$30,398,056	0.6%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	2,558,943	$194,479,668	4.2%	Q2 2026filed Aug 14
Larry Robbins	1,197,046	$90,975,496	1.7%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Dan Gropper	4,762,635	$140,641,000	2.4%	Q2 2026filed Aug 14
David Einhorn	4,400,641	$129,950,928	3.3%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Larry Robbins	5,081,091	$172,147,363	3.1%	Q2 2026filed Aug 14
David Einhorn	2,886,059	$97,779,679	2.5%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	8,685,000	$260,810,550	5.4%	Q2 2026filed Aug 14
Adam Katz	283,000	$8,498,490	0.4%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	1,135,000	$207,829,850	4.4%	Q2 2026filed Aug 14
Mason Morfit	302,066	$55,311,305	1.0%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Dan Gropper	8,299,000	$203,740,000	3.5%	Q2 2026filed Aug 14
David Einhorn	1,345,780	$33,038,899	0.8%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Keith Meister	2,160,581	$207,955,921	6.3%	Q2 2026filed Aug 14
Frederick DiSanto	179,843	$17,309,915	0.3%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Carl Icahn	1,404,542	$142,561,013	1.7%	Q2 2026filed Aug 14
Dan Gropper	697,709	$70,817,000	1.2%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	2,200,000	$164,758,000	3.4%	Q2 2026filed Aug 14
Larry Robbins	560,060	$41,942,893	0.8%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Larry Robbins	9,877,409	$156,853,255	2.9%	Q2 2026filed Aug 14
David Einhorn	2,773,470	$44,042,703	1.1%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Scott Ferguson	2,915,000	$175,424,700	3.6%	Q2 2026filed Aug 14
Larry Robbins	252,169	$15,175,530	0.3%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Paul Singer	150,000	$156,358,500	0.7%	Q2 2026filed Aug 14
Jonathan Litt	31,249	$32,573,645	5.6%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Keith Meister	1,005,434	$101,810,247	3.1%	Q2 2026filed Aug 14
Mason Morfit	785,119	$79,501,150	1.4%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Paul Singer	1,275,000	$172,635,000	0.8%	Q2 2026filed Aug 14
Frederick DiSanto	62,966	$8,525,636	0.2%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Barry Rosenstein	6,747,707	$122,268,451	6.4%	Q2 2026filed Aug 14
Adam Katz	2,675,151	$48,473,736	2.3%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Keith Meister	1,020,228	$161,838,768	4.9%	Q2 2026filed Aug 14
Frederick DiSanto	39,422	$6,253,514	0.1%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Mason Morfit	992,391	$133,665,144	2.4%	Q2 2026filed Aug 14
Jonathan Litt	185,199	$24,944,453	4.3%	Q2 2026filed Aug 14

Stocks several activists own

Amazon Com Inc (AMZN)

Meta Platforms Inc (META)

Sotera Health Co (SHC)

Microsoft Corp (MSFT)

Visa Inc (V)

CRH PLC (CRH)

Centuri Holdings, Inc. (CTRI)

Primo Brands Corporation (PRMB)

Centene Corp (CNC)

Six Flags Entertainment Corp (FUN)

Union Pac Corp (UNP)

Ares Management Corporation (ARES)

Phillips 66 (PSX)

Uber Technologies Inc (UBER)

Howard Hughes Holdings Inc (HHH)

Restaurant Brands Intl Inc (QSR)

Mastercard Incorporated (MA)

Talen Energy Corp (TLN)

Warner Bros Discovery Inc

Blackrock Inc (BLK)

Salesforce Inc (CRM)

Lamb Weston Hldgs Inc (LW)

Performance Food Group Co (PFGC)

Marriott Vacations Wdwide Corp (VAC)

Telephone & Data Sys Inc (TDS)

Dicks Sporting Goods Inc (DKS)

MKS Inc. (MKSI)

Alphabet Inc (GOOGL)

Riot Platforms Inc (RIOT)

International Flavors and Fragrances Inc. (IFF)

Fluor Corp (FLR)

Danaher Corp (DHR)

Vestis Corporation (VSTS)

Block Inc (XYZ)

Acadia Healthcare Company IN (ACHC)

Teva Pharmaceutical Inds Ltd (TEVA)

GDS Hldgs Ltd (GDS)

Live Nation Entertainment IN (LYV)

Comcast Corp (CMCSA)

Disney Walt Co (DIS)

EchoStar Corporation (ECHO)

STMicroelectronics N V (STM)

Viatris Inc (VTRS)

Bruker Corp (BRKR)

Equinix Inc (EQIX)

Liberty Live Holdings Inc (LLYVA)

Pepsico Inc (PEP)

Alkami Technology Inc (ALKT)

Vistra Corp (VST)

CBRE Group Inc (CBRE)

Apple Inc (AAPL)

Snap Inc (SNAP)

The Cigna Group (CI)

Fortune Brands Innovations I (FBIN)

API Group Corp (APG)

National Vision Hldgs Inc (EYE)

Abbvie Inc (ABBV)

Transdigm Group Inc (TDG)

Tripadvisor Inc (TRIP)

Fuller H B Co (FUL)

Bausch Plus Lomb Corp. (BLCO)

Gpgi Inc (GPGI)

SPS Comm Inc (SPSC)

ASML Hldg NV (ASML)

Versant Media Group Inc (VSNT)

Cannae Hldgs Inc (CNNE)

Resideo Technologies Inc (REZI)

Applied Matls Inc (AMAT)

Berkshire Hathaway Inc (BRK-B)

Cisco Sys Inc (CSCO)

Marriott International, Inc (MAR)

Deckers Outdoor Corp (DECK)

Compass Minerals Intl Inc (CMP)

Honeywell Aerospace Inc (HONA)

Nvidia Corp (NVDA)

Apollo Global Management Inc (APO)

Atlanta Braves Hldgs Inc (BATRK)

Blackstone Group Inc (BX)

Phinia Inc (PHIN)

Investor	Shares	Value	% of portfolio	As of
Frederick DiSanto	510,346	$147,673,585	2.8%	Q2 2026filed Aug 14
Boaz Weinstein	31,981	$9,254,022	0.2%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Adam Katz	30,000,000	$133,200,000	6.4%	Q2 2026filed Aug 14
Boaz Weinstein	4,432,541	$19,680,482	0.5%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Larry Robbins	412,223	$113,641,637	2.1%	Q2 2026filed Aug 14
David Einhorn	88,400	$24,370,112	0.6%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
David Einhorn	2,241,875	$123,078,938	3.1%	Q2 2026filed Aug 14
Frederick DiSanto	239,366	$13,141,212	0.3%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	2,865,000	$121,332,750	2.6%	Q2 2026filed Aug 14
Frederick DiSanto	341,163	$14,448,253	0.3%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Arnaud Ajdler	3,520,944	$66,933,145	6.5%	Q2 2026filed Aug 14
Larry Robbins	3,101,083	$58,951,588	1.1%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Frederick DiSanto	300,556	$75,631,837	1.5%	Q2 2026filed Aug 14
Larry Robbins	148,913	$37,472,467	0.7%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Daniel Loeb	79,000	$105,231,160	2.3%	Q2 2026filed Aug 14
Frederick DiSanto	5,845	$7,785,889	0.1%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Jeff Smith	5,096,996	$69,879,815	1.5%	Q2 2026filed Aug 14
David Einhorn	2,361,973	$32,382,650	0.8%	Q2 2026filed Aug 14

Investor	Shares	Value	% of portfolio	As of
Frederick DiSanto	1,257,802	$73,317,279	1.4%	Q2 2026filed Aug 14
Arnaud Ajdler	405,349	$23,627,793	2.3%	Q2 2026filed Aug 14