🔔 David Katz (Matrix Asset Advisors) filed its Q3 2026 13F
100 positions, $1.2B reported

➕ Added: MCD +411%
➖ Trimmed: TGT −62%, AMGN −18%
❌ Sold out: LMT

Full portfolio and changes →
Not investment advice. 13F positions are as of quarter end and filed up to 45 days later.

🔔 John Armitage (Egerton Capital) filed its Q3 2026 13F
23 positions, $9.8B reported

🆕 New: ICE (2.3%), META (1.4%), TMO (1.4%)
➕ Added: AMZN +32%, SPGI +125%, DVN +43%
➖ Trimmed: GOOG −36%, VMC −49%, MDLN −19%
❌ Sold out: AMAT, EFX, UBER

Full portfolio and changes →
Not investment advice. 13F positions are as of quarter end and filed up to 45 days later.

🔔 Greenhaven Associates (Greenhaven Associates) filed its Q3 2026 13F
27 positions, $8.0B reported

➕ Added: LEN +15%, BDX +3.9%
➖ Trimmed: LEA −43%, ARW −16%, AVT −15%
❌ Sold out: ACN

Full portfolio and changes →
Not investment advice. 13F positions are as of quarter end and filed up to 45 days later.