Biggest Stock Moves

ADAMS NATURAL RESOURCES FUND, INC. exited position in Exxon Mobil Corporation ($226M → $0)

OLD NATIONAL BANCORP /IN/ decreased position in OLD NATL BANCORP IND by 96% ($944M → $39.28M)

GREENHAVEN ASSOCIATES INC opened position in Becton Dickinson & Co (BDX) ($0 → $860M)

EVERETT HARRIS & CO /CA/ opened position in COSTCO WHOLESALE CORPORATION ($0 → $687M)

UHLMANN PRICE SECURITIES, LLC increased position in KLA CORP by 907% ($1.223B → $2.373B)

EMINENCE CAPITAL, LP exited position in ADVANCED MICRO DEVICES INC ($239M → $0)

EMINENCE CAPITAL, LP exited position in AMAZON COM INC ($322M → $0)

EMINENCE CAPITAL, LP exited position in COUPANG INC ($293M → $0)

EMINENCE CAPITAL, LP exited position in PERFORMANCE FOOD GROUP CO ($319M → $0)

EQUITEC PROPRIETARY MARKETS, LLC opened position in APPLIED DIGITAL CORP ($0 → $312M)

ICAHN CARL C exited position in Southwest Gas Holdings Inc. ($483M → $0)

GENERAL ATLANTIC, L.P. exited position in ALIGNMENT HEALTHCARE ($260M → $0)

Third Point LLC exited position in MICROSOFT CORP ($447M → $0)

Third Point LLC decreased position in NVIDIA CORPORATION by 94% ($550M → $33.14M)

Third Point LLC exited position in PG&E CORP ($551M → $0)

BAIN CAPITAL INVESTORS LLC opened position in BOBS DISC FURNITURE INC ($0 → $1.121B)

BAIN CAPITAL INVESTORS LLC exited position in COHERENT CORP ($1.804B → $0)

NVIDIA CORP opened position in COHERENT CORP ($0 → $1.855B)

NVIDIA CORP increased position in COREWEAVE INC by 94% ($1.739B → $3.658B)

PECONIC PARTNERS LLC increased position in MASTEC INC by 124% ($348M → $1.151B)