Capital flow per quarter
BuysSellsNet
Latest · 2025Q2
-$108M
Lifetime buys
$224M
Lifetime sells
$1.38B
Quarter activity
What changed in 2025Q2 - net new, added, trimmed, exited.
New positions33 names
- ANAUTONATION INC+2,532$503K
- AGCOAGCO CORP+4,755$491K
- BFHALLIANCE DATA SYSTEMS CORP+8,245$471K
- REZIRESIDEO TECHNOLOGIES INC+19,467$429K
- NTRNUTRIEN LTD+6,961$405K
- ARWARROW ELECTRS INC+3,140$400K
- SFNCSIMMONS 1ST NATL CORP+20,476$388K
- TSNTYSON FOODS INC+6,907$386K
- FIBKFIRST INTST BANCSYSTEM INC+13,337$384K
- G65431NOBLE CORP NEW+14,443$383K
- CROXCROCS INC+3,771$382K
- MTDRMATADOR RES CO+7,545$360K
- + 21 more…
Added to16 names
- BRK.BBERKSHIRE HATHAWAY INC DEL+11,529$5.6M
- KTKT CORP+21,495$447K
- HCIHCI GROUP INC+2,779$423K
- WTFCWINTRUST FINL CORP+2,389$296K
- GMGENERAL MTRS CO+5,943$292K
- ZIONZIONS BANCORPORATION N A+5,502$286K
- ARLPALLIANCE RESOURCE PARTNERS L+10,722$280K
- EIGEMPLOYERS HLDGS INC+5,145$243K
- Y2990RHAFNIA LTD+48,434$242K
- OBDCOWL ROCK CAPITAL CORPORATION+16,084$231K
- HTLDHEARTLAND EXPRESS INC+18,332$158K
- HPKHIGHPEAK ENERGY INC+13,509$132K
- + 4 more…
Trimmed39 names
- GOOGLALPHABET INC−351,648$62.0M
- JNJJOHNSON & JOHNSON−193,558$29.6M
- BRK.ABERKSHIRE HATHAWAY INC DEL−14$10.2M
- KOFCOCA-COLA FEMSA SAB DE CV−67,365$6.5M
- WFCWELLS FARGO CO NEW−45,499$3.6M
- IONSIONIS PHARMACEUTICALS INC−91,570$3.6M
- FMCFMC CORP−49,094$2.0M
- AXPAMERICAN EXPRESS CO−3,727$1.2M
- TFCTRUIST FINL CORP−27,304$1.2M
- SDASEALED AIR CORP NEW−30,079$933K
- AZOAUTOZONE INC−205$761K
- NVSTENVISTA HOLDINGS CORPORATION−36,421$712K
- + 27 more…
Exited1 name
- FITBFIFTH THIRD BANCORP−5,925$232K
Recent transactions
Last 20 moves