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Adds vs. Reduces by Quarter
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SOLV —
Solventum Corporation
CUSIP: 83444M101 · Held by 7 superinvestors · Combined value: $1,225,319,193
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Nelson Peltz | 16.4% | $652,680,308 | 8,236,753 | REDUCE | -226,066 |
| 2 | Christopher Davis | 2.2% | $492,879,705 | 6,220,072 | ADD | +702,461 |
| 3 | Richard Pzena | 0.1% | $34,493,964 | 435,310 | ADD | +1,046 |
| 4 | Jim Simons | 0.0% | $24,786,272 | 312,800 | ADD | +161,000 |
| 5 | Ken Griffin | 0.0% | $13,648,694 | 172,245 | REDUCE | -1,588,998 |
| 6 | Mairs & Power | 0.1% | $5,775,566 | 72,887 | REDUCE | -350 |
| 7 | Ray Dalio | 0.0% | $1,054,684 | 13,310 | REDUCE | -41,376 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Christopher Davis | ADD | +702,461 | +12.7% |
| Jim Simons | ADD | +161,000 | +106.1% |
| Richard Pzena | ADD | +1,046 | +0.2% |
| Ken Griffin | REDUCE | -1,588,998 | -90.2% |
| Mairs & Power | REDUCE | -350 | -0.5% |
| Nelson Peltz | REDUCE | -226,066 | -2.7% |
| Ray Dalio | REDUCE | -41,376 | -75.7% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ray Dalio | NEW BUY | +54,686 | New |
| Richard Pzena | NEW BUY | +434,264 | New |
| Christopher Davis | ADD | +24,950 | +0.5% |
| Jim Simons | ADD | +118,200 | +351.8% |
| Ken Griffin | ADD | +771,967 | +78.0% |
| Mairs & Power | REDUCE | -763 | -1.0% |
Who Owns SOLV? Superinvestor Holdings
Solventum Corporation is held by 7 tracked superinvestors, with a combined position value of $1.2 billion . The largest positions are held by Nelson Peltz (16.4% of portfolio), Christopher Davis (2.2% of portfolio), Richard Pzena (0.1% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 4 reduced or exited.