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Adds vs. Reduces by Quarter
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ICLR —
ICON PLC
CUSIP: G4705A100 · Held by 5 superinvestors · Combined value: $891,052,281
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 0.6% | $457,402,449 | 2,510,166 | ADD | +167,607 |
| 2 | Greenhaven Associates | 3.6% | $221,586,801 | 2,002,411 | ADD | +1,985,017 |
| 3 | Steven Romick | 2.4% | $178,722,105 | 980,804 | ADD | +6,479 |
| 4 | Polen Capital | 0.1% | $19,170,588 | 105,206 | REDUCE | -338,255 |
| 5 | Ken Griffin | 0.0% | $14,170,338 | 77,765 | REDUCE | -231,714 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Greenhaven Associates | ADD | +1,985,017 | +11412.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | ADD | +167,607 | +7.2% |
| Steven Romick | ADD | +6,479 | +0.7% |
| Greenhaven Associates | REDUCE | -15 | -0.1% |
| Ken Griffin | REDUCE | -231,714 | -74.9% |
| Polen Capital | REDUCE | -338,255 | -76.3% |
| Glenn Greenberg | SOLD | -3,000 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | ADD | +704,500 | +43.0% |
| Steven Romick | ADD | +10,205 | +1.1% |
| Glenn Greenberg | REDUCE | -2,000 | -40.0% |
| Ken Griffin | REDUCE | -1,711,663 | -84.7% |
| Polen Capital | REDUCE | -96,949 | -17.9% |
| Jim Simons | SOLD | -324,824 | Exit |
| Lee Ainslie | SOLD | -4,301 | Exit |
| Seth Klarman | SOLD | -405,000 | Exit |
| William Von Mueffling | SOLD | -465,197 | Exit |
Who Owns ICLR? Superinvestor Holdings
ICON PLC is held by 5 tracked superinvestors, with a combined position value of $891 million . The largest positions are held by Bill Nygren (0.6% of portfolio), Greenhaven Associates (3.6% of portfolio), Steven Romick (2.4% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 2 reduced or exited.