Davis Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $4.0B (85 stocks)
• Biggest Add: $MKL (+32% shares)
• Largest Holding: $META (9% of portfolio)
• Filed: Nov 10 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $4.0B (85 stocks)
• Biggest Add: $MKL (+32% shares)
• Largest Holding: $META (9% of portfolio)
• Filed: Nov 10 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Davis Asset Management: Q3 2026 13F portfolio changes
0 new positions, 0 sold out, 4 added to, 8 trimmed.
elixstocks.com
November 12, 2026 at 12:39 PM
Davis Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $4.0B (85 stocks)
• Biggest Add: $MKL (+32% shares)
• Largest Holding: $META (9% of portfolio)
• Filed: Nov 10 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $4.0B (85 stocks)
• Biggest Add: $MKL (+32% shares)
• Largest Holding: $META (9% of portfolio)
• Filed: Nov 10 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Centersquare Investment Management – Q3 2026 13F Update
• Total Portfolio Value: $11.2B (79 stocks)
• New Position: $CSQR ($45M)
• Biggest Add: $VMRK (+263% shares)
• Sold Out: $LXP
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $11.2B (79 stocks)
• New Position: $CSQR ($45M)
• Biggest Add: $VMRK (+263% shares)
• Sold Out: $LXP
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Centersquare Investment Management: Q3 2026 13F portfolio changes
4 new positions, 5 sold out, 36 added to, 36 trimmed.
elixstocks.com
November 13, 2026 at 7:52 PM
Centersquare Investment Management – Q3 2026 13F Update
• Total Portfolio Value: $11.2B (79 stocks)
• New Position: $CSQR ($45M)
• Biggest Add: $VMRK (+263% shares)
• Sold Out: $LXP
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $11.2B (79 stocks)
• New Position: $CSQR ($45M)
• Biggest Add: $VMRK (+263% shares)
• Sold Out: $LXP
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Finepoint Capital – Q3 2026 13F Update
• Total Portfolio Value: $2.7B (10 stocks)
• New Position: $AMZN ($530M)
• Biggest Add: $QXO (+29% shares)
• Sold Out: $MSFT
• Largest Holding: $SPY (36% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.7B (10 stocks)
• New Position: $AMZN ($530M)
• Biggest Add: $QXO (+29% shares)
• Sold Out: $MSFT
• Largest Holding: $SPY (36% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Finepoint Capital: Q3 2026 13F portfolio changes
3 new positions, 2 sold out, 1 added to, 2 trimmed.
elixstocks.com
November 13, 2026 at 3:46 PM
Finepoint Capital – Q3 2026 13F Update
• Total Portfolio Value: $2.7B (10 stocks)
• New Position: $AMZN ($530M)
• Biggest Add: $QXO (+29% shares)
• Sold Out: $MSFT
• Largest Holding: $SPY (36% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.7B (10 stocks)
• New Position: $AMZN ($530M)
• Biggest Add: $QXO (+29% shares)
• Sold Out: $MSFT
• Largest Holding: $SPY (36% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
HSG – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (19 stocks)
• New Position: $YMT ($18K)
• Sold Out: Solai
• Largest Holding: $PDD (69% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.3B (19 stocks)
• New Position: $YMT ($18K)
• Sold Out: Solai
• Largest Holding: $PDD (69% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
HSG: Q3 2026 13F portfolio changes
1 new positions, 3 sold out, 0 added to, 1 trimmed.
elixstocks.com
November 14, 2026 at 2:16 PM
HSG – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (19 stocks)
• New Position: $YMT ($18K)
• Sold Out: Solai
• Largest Holding: $PDD (69% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.3B (19 stocks)
• New Position: $YMT ($18K)
• Sold Out: Solai
• Largest Holding: $PDD (69% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
SC US (ttgp) – Q3 2026 13F Update
• Total Portfolio Value: $25.6B (17 stocks)
• Sold Out: $CHYM
• Largest Holding: $SPCX (67% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $25.6B (17 stocks)
• Sold Out: $CHYM
• Largest Holding: $SPCX (67% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
SC US (ttgp): Q3 2026 13F portfolio changes
0 new positions, 2 sold out, 0 added to, 7 trimmed.
elixstocks.com
November 14, 2026 at 11:28 AM
SC US (ttgp) – Q3 2026 13F Update
• Total Portfolio Value: $25.6B (17 stocks)
• Sold Out: $CHYM
• Largest Holding: $SPCX (67% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $25.6B (17 stocks)
• Sold Out: $CHYM
• Largest Holding: $SPCX (67% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Chescapmanager – Q3 2026 13F Update
• Total Portfolio Value: $1.4B (28 stocks)
• New Position: $MSFT ($359M)
• Biggest Add: $ALH (+328% shares)
• Sold Out: $FUN
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.4B (28 stocks)
• New Position: $MSFT ($359M)
• Biggest Add: $ALH (+328% shares)
• Sold Out: $FUN
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Chescapmanager: Q3 2026 13F portfolio changes
2 new positions, 1 sold out, 4 added to, 3 trimmed.
elixstocks.com
November 14, 2026 at 2:05 PM
Chescapmanager – Q3 2026 13F Update
• Total Portfolio Value: $1.4B (28 stocks)
• New Position: $MSFT ($359M)
• Biggest Add: $ALH (+328% shares)
• Sold Out: $FUN
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.4B (28 stocks)
• New Position: $MSFT ($359M)
• Biggest Add: $ALH (+328% shares)
• Sold Out: $FUN
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Longview Partners (Guernsey) – Q3 2026 13F Update
• Total Portfolio Value: $6.2B (25 stocks)
• New Position: $TEL ($228M)
• Largest Holding: $WST (6% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $6.2B (25 stocks)
• New Position: $TEL ($228M)
• Largest Holding: $WST (6% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Longview Partners (Guernsey): Q3 2026 13F portfolio changes
2 new positions, 0 sold out, 0 added to, 23 trimmed.
elixstocks.com
November 14, 2026 at 11:50 AM
Longview Partners (Guernsey) – Q3 2026 13F Update
• Total Portfolio Value: $6.2B (25 stocks)
• New Position: $TEL ($228M)
• Largest Holding: $WST (6% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $6.2B (25 stocks)
• New Position: $TEL ($228M)
• Largest Holding: $WST (6% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Abrams Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $4.8B (12 stocks)
• New Position: $GFL ($99M)
• Largest Holding: $LOAR (41% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $4.8B (12 stocks)
• New Position: $GFL ($99M)
• Largest Holding: $LOAR (41% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Abrams Capital Management: Q3 2026 13F portfolio changes
1 new positions, 0 sold out, 0 added to, 0 trimmed.
elixstocks.com
November 14, 2026 at 11:50 AM
Abrams Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $4.8B (12 stocks)
• New Position: $GFL ($99M)
• Largest Holding: $LOAR (41% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $4.8B (12 stocks)
• New Position: $GFL ($99M)
• Largest Holding: $LOAR (41% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Icahn Carl C – Q3 2026 13F Update
• Total Portfolio Value: $9.4B (10 stocks)
• Sold Out: $JBLU
• Largest Holding: $IEP (47% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $9.4B (10 stocks)
• Sold Out: $JBLU
• Largest Holding: $IEP (47% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Icahn Carl C: Q3 2026 13F portfolio changes
0 new positions, 2 sold out, 2 added to, 3 trimmed.
elixstocks.com
November 14, 2026 at 11:50 AM
Icahn Carl C – Q3 2026 13F Update
• Total Portfolio Value: $9.4B (10 stocks)
• Sold Out: $JBLU
• Largest Holding: $IEP (47% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $9.4B (10 stocks)
• Sold Out: $JBLU
• Largest Holding: $IEP (47% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Strategy Capital – Q3 2026 13F Update
• Total Portfolio Value: $1.8B (12 stocks)
• New Position: $CBRS ($37M)
• Largest Holding: $NET (20% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.8B (12 stocks)
• New Position: $CBRS ($37M)
• Largest Holding: $NET (20% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Strategy Capital: Q3 2026 13F portfolio changes
1 new positions, 0 sold out, 8 added to, 2 trimmed.
elixstocks.com
November 13, 2026 at 6:28 PM
Strategy Capital – Q3 2026 13F Update
• Total Portfolio Value: $1.8B (12 stocks)
• New Position: $CBRS ($37M)
• Largest Holding: $NET (20% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.8B (12 stocks)
• New Position: $CBRS ($37M)
• Largest Holding: $NET (20% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
United Services Automobile Association – Q3 2026 13F Update
• Total Portfolio Value: $1.1B (17 stocks)
• New Position: iShares 1-5 Year Investment Gr ($73M)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.1B (17 stocks)
• New Position: iShares 1-5 Year Investment Gr ($73M)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
United Services Automobile Association: Q3 2026 13F portfolio changes
2 new positions, 0 sold out, 5 added to, 7 trimmed.
elixstocks.com
November 14, 2026 at 4:15 PM
United Services Automobile Association – Q3 2026 13F Update
• Total Portfolio Value: $1.1B (17 stocks)
• New Position: iShares 1-5 Year Investment Gr ($73M)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.1B (17 stocks)
• New Position: iShares 1-5 Year Investment Gr ($73M)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Clean Energy Transition LLP – Q3 2026 13F Update
• Total Portfolio Value: $1.1B (11 stocks)
• New Position: $ALLE ($45M)
• Biggest Add: $NVT (+35% shares)
• Sold Out: $XEL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.1B (11 stocks)
• New Position: $ALLE ($45M)
• Biggest Add: $NVT (+35% shares)
• Sold Out: $XEL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Clean Energy Transition LLP: Q3 2026 13F portfolio changes
2 new positions, 5 sold out, 4 added to, 5 trimmed.
elixstocks.com
November 14, 2026 at 4:15 PM
Clean Energy Transition LLP – Q3 2026 13F Update
• Total Portfolio Value: $1.1B (11 stocks)
• New Position: $ALLE ($45M)
• Biggest Add: $NVT (+35% shares)
• Sold Out: $XEL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.1B (11 stocks)
• New Position: $ALLE ($45M)
• Biggest Add: $NVT (+35% shares)
• Sold Out: $XEL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
VolatiAI — 9 new signals
• 13f-holdings (2): Cornermen Financial, LLC, New 13F: 13F-HR/A - Capital Analysts, LLC (00
• jobs (2): Software Engineer AI Tooling @ Supabase, Research Engineer Privacy and Anonymization @
• security (1): CVE-2026-114713 — UnrealIRCd Improper Neutral
…and 4 more
...
• 13f-holdings (2): Cornermen Financial, LLC, New 13F: 13F-HR/A - Capital Analysts, LLC (00
• jobs (2): Software Engineer AI Tooling @ Supabase, Research Engineer Privacy and Anonymization @
• security (1): CVE-2026-114713 — UnrealIRCd Improper Neutral
…and 4 more
...
November 14, 2026 at 2:04 AM
VolatiAI — 9 new signals
• 13f-holdings (2): Cornermen Financial, LLC, New 13F: 13F-HR/A - Capital Analysts, LLC (00
• jobs (2): Software Engineer AI Tooling @ Supabase, Research Engineer Privacy and Anonymization @
• security (1): CVE-2026-114713 — UnrealIRCd Improper Neutral
…and 4 more
...
• 13f-holdings (2): Cornermen Financial, LLC, New 13F: 13F-HR/A - Capital Analysts, LLC (00
• jobs (2): Software Engineer AI Tooling @ Supabase, Research Engineer Privacy and Anonymization @
• security (1): CVE-2026-114713 — UnrealIRCd Improper Neutral
…and 4 more
...
Capital Impact Advisors – Q3 2026 13F Update
• Total Portfolio Value: $1.2B (30 stocks)
• New Position: $FTNT ($50M)
• Biggest Add: $GMED (+16% shares)
• Sold Out: $RKLB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.2B (30 stocks)
• New Position: $FTNT ($50M)
• Biggest Add: $GMED (+16% shares)
• Sold Out: $RKLB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Capital Impact Advisors: Q3 2026 13F portfolio changes
6 new positions, 5 sold out, 2 added to, 20 trimmed.
elixstocks.com
November 14, 2026 at 3:54 PM
Capital Impact Advisors – Q3 2026 13F Update
• Total Portfolio Value: $1.2B (30 stocks)
• New Position: $FTNT ($50M)
• Biggest Add: $GMED (+16% shares)
• Sold Out: $RKLB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.2B (30 stocks)
• New Position: $FTNT ($50M)
• Biggest Add: $GMED (+16% shares)
• Sold Out: $RKLB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Mmbg Investment Advisors – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (179 stocks)
• New Position: $BY ($9M)
• Biggest Add: Vaneck ETF Trust (+20% shares)
• Sold Out: $B
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.3B (179 stocks)
• New Position: $BY ($9M)
• Biggest Add: Vaneck ETF Trust (+20% shares)
• Sold Out: $B
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Mmbg Investment Advisors: Q3 2026 13F portfolio changes
16 new positions, 14 sold out, 50 added to, 51 trimmed.
elixstocks.com
November 14, 2026 at 2:05 PM
Mmbg Investment Advisors – Q3 2026 13F Update
• Total Portfolio Value: $1.3B (179 stocks)
• New Position: $BY ($9M)
• Biggest Add: Vaneck ETF Trust (+20% shares)
• Sold Out: $B
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.3B (179 stocks)
• New Position: $BY ($9M)
• Biggest Add: Vaneck ETF Trust (+20% shares)
• Sold Out: $B
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Blue Chip Partners – Q3 2026 13F Update
• Total Portfolio Value: $1.6B (191 stocks)
• New Position: $HII ($7M)
• Biggest Add: $ICE (+37% shares)
• Sold Out: $ROL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.6B (191 stocks)
• New Position: $HII ($7M)
• Biggest Add: $ICE (+37% shares)
• Sold Out: $ROL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Blue Chip Partners: Q3 2026 13F portfolio changes
20 new positions, 13 sold out, 118 added to, 46 trimmed.
elixstocks.com
November 14, 2026 at 2:05 PM
Blue Chip Partners – Q3 2026 13F Update
• Total Portfolio Value: $1.6B (191 stocks)
• New Position: $HII ($7M)
• Biggest Add: $ICE (+37% shares)
• Sold Out: $ROL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.6B (191 stocks)
• New Position: $HII ($7M)
• Biggest Add: $ICE (+37% shares)
• Sold Out: $ROL
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Blackhill Capital – Q3 2026 13F Update
• Total Portfolio Value: $2.4B (45 stocks)
• Biggest Add: $ET (+41% shares)
• Sold Out: $WY
• Largest Holding: $WSM (74% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.4B (45 stocks)
• Biggest Add: $ET (+41% shares)
• Sold Out: $WY
• Largest Holding: $WSM (74% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Blackhill Capital: Q3 2026 13F portfolio changes
0 new positions, 2 sold out, 2 added to, 7 trimmed.
elixstocks.com
November 14, 2026 at 1:23 PM
Blackhill Capital – Q3 2026 13F Update
• Total Portfolio Value: $2.4B (45 stocks)
• Biggest Add: $ET (+41% shares)
• Sold Out: $WY
• Largest Holding: $WSM (74% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.4B (45 stocks)
• Biggest Add: $ET (+41% shares)
• Sold Out: $WY
• Largest Holding: $WSM (74% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Karpus Management – Q3 2026 13F Update
• Total Portfolio Value: $3.3B (249 stocks)
• New Position: $ATLQ ($17M)
• Biggest Add: Vanguard Tax-exempt Bond ETF (+1122% shares)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $3.3B (249 stocks)
• New Position: $ATLQ ($17M)
• Biggest Add: Vanguard Tax-exempt Bond ETF (+1122% shares)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Karpus Management: Q3 2026 13F portfolio changes
28 new positions, 12 sold out, 74 added to, 120 trimmed.
elixstocks.com
November 14, 2026 at 12:10 PM
Karpus Management – Q3 2026 13F Update
• Total Portfolio Value: $3.3B (249 stocks)
• New Position: $ATLQ ($17M)
• Biggest Add: Vanguard Tax-exempt Bond ETF (+1122% shares)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $3.3B (249 stocks)
• New Position: $ATLQ ($17M)
• Biggest Add: Vanguard Tax-exempt Bond ETF (+1122% shares)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Akre Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $4.4B (21 stocks)
• New Position: $TDG ($12M)
• Sold Out: $ABNB
• Largest Holding: $MA (22% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $4.4B (21 stocks)
• New Position: $TDG ($12M)
• Sold Out: $ABNB
• Largest Holding: $MA (22% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Akre Capital Management: Q3 2026 13F portfolio changes
2 new positions, 1 sold out, 1 added to, 13 trimmed.
elixstocks.com
November 14, 2026 at 11:50 AM
Akre Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $4.4B (21 stocks)
• New Position: $TDG ($12M)
• Sold Out: $ABNB
• Largest Holding: $MA (22% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $4.4B (21 stocks)
• New Position: $TDG ($12M)
• Sold Out: $ABNB
• Largest Holding: $MA (22% of portfolio)
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
BLS Capital Fondsmaeglerselskab A/S – Q3 2026 13F Update
• Total Portfolio Value: $2.5B (12 stocks)
• New Position: $NFLX ($135M)
• Biggest Add: $AZO (+29% shares)
• Largest Holding: $YUMC (17% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.5B (12 stocks)
• New Position: $NFLX ($135M)
• Biggest Add: $AZO (+29% shares)
• Largest Holding: $YUMC (17% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
BLS Capital Fondsmaeglerselskab A/S: Q3 2026 13F portfolio changes
1 new positions, 0 sold out, 2 added to, 9 trimmed.
elixstocks.com
November 13, 2026 at 3:47 PM
BLS Capital Fondsmaeglerselskab A/S – Q3 2026 13F Update
• Total Portfolio Value: $2.5B (12 stocks)
• New Position: $NFLX ($135M)
• Biggest Add: $AZO (+29% shares)
• Largest Holding: $YUMC (17% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.5B (12 stocks)
• New Position: $NFLX ($135M)
• Biggest Add: $AZO (+29% shares)
• Largest Holding: $YUMC (17% of portfolio)
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Mason Investment Advisory Services – Q3 2026 13F Update
• Total Portfolio Value: $2.6B (86 stocks)
• New Position: $XOM ($3M)
• Biggest Add: T Rowe Price Exchange-traded (+157% shares)
• Sold Out: $XOM
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.6B (86 stocks)
• New Position: $XOM ($3M)
• Biggest Add: T Rowe Price Exchange-traded (+157% shares)
• Sold Out: $XOM
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Mason Investment Advisory Services: Q3 2026 13F portfolio changes
7 new positions, 5 sold out, 34 added to, 22 trimmed.
elixstocks.com
November 13, 2026 at 3:47 PM
Mason Investment Advisory Services – Q3 2026 13F Update
• Total Portfolio Value: $2.6B (86 stocks)
• New Position: $XOM ($3M)
• Biggest Add: T Rowe Price Exchange-traded (+157% shares)
• Sold Out: $XOM
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.6B (86 stocks)
• New Position: $XOM ($3M)
• Biggest Add: T Rowe Price Exchange-traded (+157% shares)
• Sold Out: $XOM
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Dock Street Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $1.2B (68 stocks)
• New Position: $TXN ($21M)
• Biggest Add: $LRCX (+900% shares)
• Sold Out: $FICO
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.2B (68 stocks)
• New Position: $TXN ($21M)
• Biggest Add: $LRCX (+900% shares)
• Sold Out: $FICO
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Dock Street Asset Management: Q3 2026 13F portfolio changes
13 new positions, 9 sold out, 24 added to, 23 trimmed.
elixstocks.com
November 14, 2026 at 3:01 PM
Dock Street Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $1.2B (68 stocks)
• New Position: $TXN ($21M)
• Biggest Add: $LRCX (+900% shares)
• Sold Out: $FICO
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.2B (68 stocks)
• New Position: $TXN ($21M)
• Biggest Add: $LRCX (+900% shares)
• Sold Out: $FICO
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Forest Avenue Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $1.6B (23 stocks)
• New Position: $TAC ($64M)
• Biggest Add: $MAIR (+33% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.6B (23 stocks)
• New Position: $TAC ($64M)
• Biggest Add: $MAIR (+33% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Forest Avenue Capital Management: Q3 2026 13F portfolio changes
4 new positions, 5 sold out, 7 added to, 11 trimmed.
elixstocks.com
November 14, 2026 at 2:05 PM
Forest Avenue Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $1.6B (23 stocks)
• New Position: $TAC ($64M)
• Biggest Add: $MAIR (+33% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.6B (23 stocks)
• New Position: $TAC ($64M)
• Biggest Add: $MAIR (+33% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Robinhood Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $2.1B (87 stocks)
• New Position: $AMD ($17M)
• Biggest Add: Ishares TR (+14% shares)
• Sold Out: $KLAC
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.1B (87 stocks)
• New Position: $AMD ($17M)
• Biggest Add: Ishares TR (+14% shares)
• Sold Out: $KLAC
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Robinhood Asset Management: Q3 2026 13F portfolio changes
19 new positions, 15 sold out, 54 added to, 13 trimmed.
elixstocks.com
November 14, 2026 at 1:33 PM
Robinhood Asset Management – Q3 2026 13F Update
• Total Portfolio Value: $2.1B (87 stocks)
• New Position: $AMD ($17M)
• Biggest Add: Ishares TR (+14% shares)
• Sold Out: $KLAC
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $2.1B (87 stocks)
• New Position: $AMD ($17M)
• Biggest Add: Ishares TR (+14% shares)
• Sold Out: $KLAC
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Whale Rock Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $11.4B (40 stocks)
• New Position: $MSFT ($442M)
• Biggest Add: $META (+163% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $11.4B (40 stocks)
• New Position: $MSFT ($442M)
• Biggest Add: $META (+163% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Whale Rock Capital Management: Q3 2026 13F portfolio changes
9 new positions, 4 sold out, 16 added to, 12 trimmed.
elixstocks.com
November 14, 2026 at 11:28 AM
Whale Rock Capital Management – Q3 2026 13F Update
• Total Portfolio Value: $11.4B (40 stocks)
• New Position: $MSFT ($442M)
• Biggest Add: $META (+163% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $11.4B (40 stocks)
• New Position: $MSFT ($442M)
• Biggest Add: $META (+163% shares)
• Sold Out: $ALAB
• Filed: Nov 13 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing