New positions
Every stock our long-term investors bought for the first time last quarter.
- AmetekAME
- Buyers
- 4 of 10
- Value
- $1.1bn
- Equitable HoldingsEQH
- Buyers
- 5 of 8
- Value
- $1.1bn
- RXORXO
- Buyers
- 3 of 7
- Value
- $1.1bn
- Zebra TechnologiesZBRA
- Buyers
- 5 of 7
- Value
- $1.0bn
- Liberty MediaFWONK
- Buyers
- 4 of 11
- Value
- $957m
- Wesco InternationalWCC
- Buyers
- 5 of 15
- Value
- $956m
- Warrior MET CoalHCC
- Buyers
- 3 of 7
- Value
- $951m
- Netease.comNTES
- Buyers
- 4 of 7
- Value
- $937m
- Simon Property GroupSPG
- Buyers
- 4 of 8
- Value
- $930m
- SeaSE
- Buyers
- 5 of 9
- Value
- $924m
- Mohawk IndustriesMHK
- Buyers
- 5 of 10
- Value
- $891m
- Keysight TechnologiesKEYS
- Buyers
- 3 of 12
- Value
- $873m
- Axalta Coating SystemsAXTA
- Buyers
- 4 of 9
- Value
- $853m
- Warner Bros. DiscoveryWBD
- Buyers
- 5 of 10
- Value
- $829m
- First American FinancialFAF
- Buyers
- 2 of 9
- Value
- $825m
- QorvoQRVO
- Buyers
- 3 of 8
- Value
- $816m
- Costar GroupCSGP
- Buyers
- 5 of 8
- Value
- $780m
- Garrett MotionGTX
- Buyers
- 5 of 10
- Value
- $726m
- MKSMKSI
- Buyers
- 3 of 7
- Value
- $692m
- Vici PropertiesVICI
- Buyers
- 7 of 10
- Value
- $689m
- Ryan Specialty HoldingsRYAN
- Buyers
- 7 of 8
- Value
- $659m
- American Airlines GroupAAL
- Buyers
- 5 of 6
- Value
- $603m
- United Parcel ServiceUPS
- Buyers
- 7 of 18
- Value
- $593m
- Bio-TechneTECH
- Buyers
- 4 of 8
- Value
- $539m
- Rogers CommunicationsRCI
- Buyers
- 3 of 8
- Value
- $525m
- Verisk AnalyticsVRSK
- Buyers
- 7 of 13
- Value
- $522m
- SnowflakeSNOW
- Buyers
- 3 of 5
- Value
- $510m
- Jd.comJD
- Buyers
- 3 of 9
- Value
- $503m
- Builders FirstSourceBLDR
- Buyers
- 5 of 14
- Value
- $482m
- Molina HealthcareMOH
- Buyers
- 3 of 7
- Value
- $442m
- DynatraceDT
- Buyers
- 2 of 4
- Value
- $441m
- Warner Music GroupWMG
- Buyers
- 3 of 8
- Value
- $435m
- Riot PlatformsRIOT
- Buyers
- 2 of 3
- Value
- $427m
- Penguin SolutionsPENG
- Buyers
- 4 of 6
- Value
- $367m
- DoorDashDASH
- Buyers
- 4 of 4
- Value
- $334m
- VestisVSTS
- Buyers
- 2 of 3
- Value
- $288m
- Unum GroupUNM
- Buyers
- 2 of 6
- Value
- $283m
- Twist BioscienceTWST
- Buyers
- 3 of 4
- Value
- $276m
- STMicroelectronicsSTM
- Buyers
- 2 of 5
- Value
- $273m
- SynapticsSYNA
- Buyers
- 3 of 5
- Value
- $258m
- VeraltoVLTO
- Buyers
- 6 of 8
- Value
- $253m
- Herc HoldingsHRI
- Buyers
- 5 of 8
- Value
- $236m
- GlobantGLOB
- Buyers
- 4 of 6
- Value
- $233m
- IamgoldIAG
- Buyers
- 3 of 6
- Value
- $230m
- Allegiant TravelALGT
- Buyers
- 5 of 8
- Value
- $222m
- lululemon athleticaLULU
- Buyers
- 5 of 7
- Value
- $216m
- Taylor Morrison Home
- Buyers
- 5 of 9
- Value
- $210m
- PoolPOOL
- Buyers
- 5 of 9
- Value
- $208m
- Emerson ElectricEMR
- Buyers
- 2 of 12
- Value
- $205m
- Myers IndustriesMYE
- Buyers
- 4 of 8
- Value
- $203m