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Ray Dalio: REDUCE — CRM
SALESFORCE INC reduce (1.9% of portfolio)
Nelson Peltz: ADD — GE
GE Aerospace add (31.2% of portfolio)
Nelson Peltz: REDUCE — SOLV
Solventum Corporation reduce (16.4% of portfolio)
Nelson Peltz: ADD — WEN
Wendys Co. add (6.4% of portfolio)
Nelson Peltz: REDUCE — IVZ
Invesco Ltd. reduce (2.0% of portfolio)
Nelson Peltz: ADD — GEHC
GE HealthCare Technologies Inc. add (0.0% of portfolio)
Bill Ackman: ADD — AMZN
AMAZON COM INC add (14.3% of portfolio)
Bill Ackman: REDUCE — GOOG
ALPHABET INC reduce (12.5% of portfolio)
Bill Ackman: NEW BUY — META
META PLATFORMS INC new buy (11.4% of portfolio)
Bill Ackman: ADD — BN
BROOKFIELD CORP add (18.1% of portfolio)
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Bill Ackman: REDUCE — UBER
UBER TECHNOLOGIES INC reduce (15.9% of portfolio)
FPA Queens Road: REDUCE — AAPL
APPLE INC reduce (2.7% of portfolio)
FPA Queens Road: ADD — MSFT
MICROSOFT CORP add (2.6% of portfolio)
FPA Queens Road: ADD — VBR
VANGUARD INDEX FDS add (2.0% of portfolio)
FPA Queens Road: REDUCE — GOOG
ALPHABET INC reduce (1.9% of portfolio)
FPA Queens Road: ADD — RLI
RLI CORP add (1.6% of portfolio)
First Eagle Investment Mgmt: REDUCE — GOOG
ALPHABET INC reduce (4.1% of portfolio)
First Eagle Investment Mgmt: ADD — BDX
BECTON DICKINSON & CO add (4.0% of portfolio)
First Eagle Investment Mgmt: REDUCE — META
META PLATFORMS INC reduce (3.7% of portfolio)
First Eagle Investment Mgmt: REDUCE — TSM
TAIWAN SEMICONDUCTOR MFG LTD reduce (3.2% of portfolio)
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First Eagle Investment Mgmt: REDUCE — WPM
WHEATON PRECIOUS METALS CORP reduce (3.2% of portfolio)
Hillman Capital: REDUCE — GSK
GSK PLC reduce (3.5% of portfolio)
Hillman Capital: REDUCE — WBD
WARNER BROS DISCOVERY INC reduce (3.9% of portfolio)
Hillman Capital: REDUCE — ASML
ASML HOLDING N V reduce (3.7% of portfolio)
Hillman Capital: REDUCE — EL
LAUDER ESTEE COS INC reduce (3.6% of portfolio)
Hillman Capital: REDUCE — CVS
CVS HEALTH CORP reduce (3.6% of portfolio)
William Von Mueffling: REDUCE — AVGO
BROADCOM INC reduce (8.6% of portfolio)
William Von Mueffling: ADD — GOOGL
ALPHABET INC add (7.1% of portfolio)
William Von Mueffling: ADD — SPGI
S&P GLOBAL INC add (5.0% of portfolio)
William Von Mueffling: ADD — TSM
TAIWAN SEMICONDUCTOR MFG LTD add (4.7% of portfolio)
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