New positions
Every stock our long-term investors bought for the first time last quarter.
- MsciMSCI
- Buyers
- 2 of 11
- Value
- $1.4bn
- Northrop GrummanNOC
- Buyers
- 3 of 9
- Value
- $1.4bn
- MckessonMCK
- Buyers
- 3 of 8
- Value
- $1.4bn
- PfizerPFE
- Buyers
- 5 of 25
- Value
- $1.4bn
- Cbre GroupCBRE
- Buyers
- 6 of 14
- Value
- $1.3bn
- Lowe's CompaniesLOW
- Buyers
- 4 of 12
- Value
- $1.3bn
- Skyworks SolutionsSWKS
- Buyers
- 2 of 6
- Value
- $1.3bn
- HubbellHUBB
- Buyers
- 4 of 10
- Value
- $1.3bn
- HPHPQ
- Buyers
- 4 of 7
- Value
- $1.3bn
- BoeingBA
- Buyers
- 6 of 14
- Value
- $1.3bn
- FerrariRACE
- Buyers
- 2 of 6
- Value
- $1.3bn
- Deutsche Bank AktiengesellschaftDB
- Buyers
- 3 of 4
- Value
- $1.3bn
- Ulta BeautyULTA
- Buyers
- 5 of 7
- Value
- $1.3bn
- MattelMAT
- Buyers
- 7 of 9
- Value
- $1.2bn
- Gen DigitalGEN
- Buyers
- 5 of 8
- Value
- $1.2bn
- New York TimesNYT
- Buyers
- 4 of 6
- Value
- $1.2bn
- Sun CommunitiesSUI
- Buyers
- 3 of 7
- Value
- $1.2bn
- Expedia GroupEXPE
- Buyers
- 5 of 9
- Value
- $1.2bn
- SS&C Technologies HoldingsSSNC
- Buyers
- 6 of 11
- Value
- $1.1bn
- NasdaqNDAQ
- Buyers
- 1 of 8
- Value
- $1.1bn
- Toll BrothersTOL
- Buyers
- 4 of 10
- Value
- $1.1bn
- TotalEnergies SETTE
- Buyers
- 3 of 10
- Value
- $1.1bn
- Jones Lang LasalleJLL
- Buyers
- 6 of 11
- Value
- $1.1bn
- TJX CompaniesTJX
- Buyers
- 3 of 14
- Value
- $1.1bn
- Canadian Natural ResourcesCNQ
- Buyers
- 2 of 6
- Value
- $1.0bn
- LandBridgeLB
- Buyers
- 2 of 3
- Value
- $1.0bn
- AutolivALV
- Buyers
- 3 of 7
- Value
- $1.0bn
- Range ResourcesRRC
- Buyers
- 5 of 9
- Value
- $1.0bn
- RevvityRVTY
- Buyers
- 1 of 4
- Value
- $1.0bn
- AllegionALLE
- Buyers
- 5 of 8
- Value
- $977m
- Vertiv HoldingsVRT
- Buyers
- 3 of 10
- Value
- $970m
- Home DepotHD
- Buyers
- 5 of 19
- Value
- $970m
- XPOXPO
- Buyers
- 4 of 8
- Value
- $960m
- SLMSLM
- Buyers
- 5 of 9
- Value
- $944m
- PinterestPINS
- Buyers
- 2 of 6
- Value
- $927m
- CAECAE
- Buyers
- 4 of 8
- Value
- $923m
- Owens CorningOC
- Buyers
- 3 of 7
- Value
- $917m
- Generac HoldingsGNRC
- Buyers
- 2 of 12
- Value
- $881m
- Gildan ActivewearGIL
- Buyers
- 4 of 9
- Value
- $867m
- Edwards LifesciencesEW
- Buyers
- 2 of 6
- Value
- $864m
- East West BancorpEWBC
- Buyers
- 2 of 4
- Value
- $857m
- NikeNKE
- Buyers
- 6 of 18
- Value
- $853m
- Hilton Worldwide HoldingsHLT
- Buyers
- 3 of 10
- Value
- $839m
- AutodeskADSK
- Buyers
- 5 of 6
- Value
- $792m
- Match GroupMTCH
- Buyers
- 4 of 8
- Value
- $777m
- Bank of Nova ScotiaBNS
- Buyers
- 2 of 8
- Value
- $775m
- ValvolineVVV
- Buyers
- 4 of 8
- Value
- $765m
- Louisiana-PacificLPX
- Buyers
- 6 of 9
- Value
- $761m
- Bank of Montreal /canBMO
- Buyers
- 1 of 5
- Value
- $751m
- Royal Bank of CanadaRY
- Buyers
- 1 of 6
- Value
- $741m
| Company | Buyers | Value |
|---|---|---|
| MsciMSCI | 2 of 11 | $1.4bn |
| Northrop GrummanNOC | 3 of 9 | $1.4bn |
| MckessonMCK | 3 of 8 | $1.4bn |
| PfizerPFE | 5 of 25 | $1.4bn |
| Cbre GroupCBRE | 6 of 14 | $1.3bn |
| Lowe's CompaniesLOW | 4 of 12 | $1.3bn |
| Skyworks SolutionsSWKS | 2 of 6 | $1.3bn |
| HubbellHUBB | 4 of 10 | $1.3bn |
| HPHPQ | 4 of 7 | $1.3bn |
| BoeingBA | 6 of 14 | $1.3bn |
| FerrariRACE | 2 of 6 | $1.3bn |
| Deutsche Bank AktiengesellschaftDB | 3 of 4 | $1.3bn |
| Ulta BeautyULTA | 5 of 7 | $1.3bn |
| MattelMAT | 7 of 9 | $1.2bn |
| Gen DigitalGEN | 5 of 8 | $1.2bn |
| New York TimesNYT | 4 of 6 | $1.2bn |
| Sun CommunitiesSUI | 3 of 7 | $1.2bn |
| Expedia GroupEXPE | 5 of 9 | $1.2bn |
| SS&C Technologies HoldingsSSNC | 6 of 11 | $1.1bn |
| NasdaqNDAQ | 1 of 8 | $1.1bn |
| Toll BrothersTOL | 4 of 10 | $1.1bn |
| TotalEnergies SETTE | 3 of 10 | $1.1bn |
| Jones Lang LasalleJLL | 6 of 11 | $1.1bn |
| TJX CompaniesTJX | 3 of 14 | $1.1bn |
| Canadian Natural ResourcesCNQ | 2 of 6 | $1.0bn |
| LandBridgeLB | 2 of 3 | $1.0bn |
| AutolivALV | 3 of 7 | $1.0bn |
| Range ResourcesRRC | 5 of 9 | $1.0bn |
| RevvityRVTY | 1 of 4 | $1.0bn |
| AllegionALLE | 5 of 8 | $977m |
| Vertiv HoldingsVRT | 3 of 10 | $970m |
| Home DepotHD | 5 of 19 | $970m |
| XPOXPO | 4 of 8 | $960m |
| SLMSLM | 5 of 9 | $944m |
| PinterestPINS | 2 of 6 | $927m |
| CAECAE | 4 of 8 | $923m |
| Owens CorningOC | 3 of 7 | $917m |
| Generac HoldingsGNRC | 2 of 12 | $881m |
| Gildan ActivewearGIL | 4 of 9 | $867m |
| Edwards LifesciencesEW | 2 of 6 | $864m |
| East West BancorpEWBC | 2 of 4 | $857m |
| NikeNKE | 6 of 18 | $853m |
| Hilton Worldwide HoldingsHLT | 3 of 10 | $839m |
| AutodeskADSK | 5 of 6 | $792m |
| Match GroupMTCH | 4 of 8 | $777m |
| Bank of Nova ScotiaBNS | 2 of 8 | $775m |
| ValvolineVVV | 4 of 8 | $765m |
| Louisiana-PacificLPX | 6 of 9 | $761m |
| Bank of Montreal /canBMO | 1 of 5 | $751m |
| Royal Bank of CanadaRY | 1 of 6 | $741m |