Style
GARPTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Humana Inc(HUM) | 1,833,763 | $728.4M | 35.04% |
| 2 | Liberty Media Corp del(FWONK) | 5,288,530 | $503.2M | 24.20% |
| 3 | Unitedhealth Group Inc(UNH) | 1,051,012 | $436.8M | 21.01% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 47.59% | 69.84% | +22.25% |
| Industrials | 20.53% | 0% | -20.53% |
| Communication Services | 31.88% | 30.16% | -1.72% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Large Cap | 76.85% | 73.82% | -3.03% |
| Mega Cap | 23.15% | 26.18% | +3.03% |
Quarter-over-quarter position changes