AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,000,000 shares; 2024Q4: 300,000,000 shares; 2025Q1: 300,000,000 shares; 2025Q2: 280,000,000 shares 280,000,000 $57.4B 22.31% -20,000,000 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,610,700 shares; 2024Q4: 151,610,700 shares; 2025Q1: 151,610,700 shares; 2025Q2: 151,610,700 shares 151,610,700 $48.4B 18.78% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,683,307 shares; 2024Q4: 680,233,587 shares; 2025Q1: 631,573,531 shares; 2025Q2: 605,267,375 shares 605,267,375 $28.6B 11.12% -26,306,156 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,000,000 shares; 2024Q4: 400,000,000 shares; 2025Q1: 400,000,000 shares; 2025Q2: 400,000,000 shares 400,000,000 $28.3B 10.99% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,610,534 shares; 2024Q4: 118,610,534 shares; 2025Q1: 118,610,534 shares; 2025Q2: 122,064,792 shares 122,064,792 $17.5B 6.79% +3,454,258 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,669,778 shares; 2024Q4: 24,669,778 shares; 2025Q1: 24,669,778 shares; 2025Q2: 24,669,778 shares 24,669,778 $12.4B 4.81% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,281,524 shares; 2024Q4: 264,178,414 shares; 2025Q1: 264,941,431 shares; 2025Q2: 264,941,431 shares 264,941,431 $11.1B 4.32% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,634,818 shares; 2024Q4: 325,634,818 shares; 2025Q1: 325,634,818 shares; 2025Q2: 325,634,818 shares 325,634,818 $8.41B 3.26% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,033,784 shares; 2024Q4: 27,033,784 shares; 2025Q1: 27,033,784 shares; 2025Q2: 27,033,784 shares 27,033,784 $7.83B 3.04% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,095,570 shares; 2024Q4: 36,095,570 shares; 2025Q1: 35,142,479 shares; 2025Q2: 33,796,541 shares 33,796,541 $4.81B 1.87% -1,345,938 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,815,613 shares; 2024Q4: 13,271,457 shares; 2025Q1: 13,289,880 shares; 2025Q2: 13,289,880 shares 13,289,880 $3.84B 1.49% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000,000 shares; 2024Q4: 50,000,000 shares; 2025Q1: 50,000,000 shares; 2025Q2: 50,000,000 shares 50,000,000 $3.59B 1.39% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,297,460 shares; 2024Q4: 8,297,460 shares; 2025Q1: 8,297,460 shares; 2025Q2: 8,297,460 shares 8,297,460 $2.95B 1.14% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,155,029 shares; 2024Q4: 117,468,573 shares; 2025Q1: 119,776,692 shares; 2025Q2: 119,776,692 shares 119,776,692 $2.75B 1.07% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,986,648 shares; 2024Q4: 3,986,648 shares; 2025Q1: 3,986,648 shares; 2025Q2: 3,986,648 shares 3,986,648 $2.24B 0.87% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000,000 shares; 2024Q4: 10,000,000 shares; 2025Q1: 10,000,000 shares; 2025Q2: 10,000,000 shares 10,000,000 $2.19B 0.85% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,624,324 shares; 2025Q1: 12,009,000 shares; 2025Q2: 13,400,000 shares 13,400,000 $2.18B 0.85% +1,391,000 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,039,564 shares 5,039,564 $1.57B 0.61% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,100,000 shares; 2024Q4: 7,450,000 shares; 2025Q1: 7,150,000 shares; 2025Q2: 7,150,000 shares 7,150,000 $1.52B 0.59% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100,000 shares; 2024Q4: 4,100,000 shares; 2025Q1: 4,100,000 shares; 2025Q2: 4,100,000 shares 4,100,000 $1.46B 0.57% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,277,256 shares; 2024Q4: 2,382,000 shares; 2025Q1: 2,620,613 shares; 2025Q2: 2,633,868 shares 2,633,868 $1.19B 0.46% +13,255 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,000,000 shares; 2024Q4: 29,000,000 shares; 2025Q1: 29,000,000 shares; 2025Q2: 29,000,000 shares 29,000,000 $1.13B 0.44% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,057 shares; 2024Q4: 598,689 shares; 2025Q1: 1,464,000 shares; 2025Q2: 3,458,885 shares 3,458,885 $1.01B 0.39% +1,994,885 Timeline LLYVK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,917,661 shares; 2024Q4: 10,917,661 shares; 2025Q1: 10,917,661 shares; 2025Q2: 10,917,661 shares 10,917,661 $886M 0.34% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,756,510 shares; 2025Q2: 6,614,112 shares 6,614,112 $857M 0.33% +857,602 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,929,972 shares; 2025Q2: 7,048,993 shares 7,048,993 $780M 0.3% +5,119,021 2026-09-30, 13G/A : 26,034,436 shares, 12.5% of the class, 13G/A filed 2026-10-07 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,964,793 shares; 2024Q4: 5,664,793 shares; 2025Q1: 5,664,793 shares; 2025Q2: 5,664,793 shares 5,664,793 $487M 0.19% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821,879 shares; 2024Q4: 1,991,759 shares; 2025Q1: 1,984,259 shares; 2025Q2: 1,060,882 shares 1,060,882 $434M 0.17% -923,377 Timeline LLYVA LIBERTY MEDIA CORP More: the full row for LIBERTY MEDIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,986,588 shares; 2024Q4: 4,986,588 shares; 2025Q1: 4,986,588 shares; 2025Q2: 4,986,588 shares 4,986,588 $396M 0.15% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,049,687 shares; 2024Q4: 1,049,687 shares; 2025Q1: 1,162,088 shares; 2025Q2: 1,294,612 shares 1,294,612 $335M 0.13% +132,524 Timeline LIBERTY MEDIA CORP-LIBERTY-C LIBERTY MEDIA CORP-LIBERTY-C More: the full row for LIBERTY MEDIA CORP-LIBERTY-C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,722,451 shares; 2024Q4: 6,801,360 shares; 2025Q1: 3,512,000 shares; 2025Q2: 3,018,555 shares 3,018,555 $315M 0.12% -493,445 DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,512,371 shares; 2025Q2: 1,485,350 shares 1,485,350 $191M 0.07% -27,021 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,169,507 shares 1,169,507 $142M 0.06% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780,133 shares 780,133 $112M 0.04% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: 11,112 shares; 2025Q2: 11,112 shares 11,112 $82.1M 0.03% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,558 shares; 2024Q4: 433,558 shares; 2025Q1: 433,558 shares; 2025Q2: 433,558 shares 433,558 $23.7M 0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,750 shares; 2024Q4: 227,750 shares; 2025Q1: 227,750 shares; 2025Q2: 227,750 shares 227,750 $23M 0.01% 0 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,572 shares; 2024Q4: 152,572 shares; 2025Q1: 152,774 shares; 2025Q2: 180,930 shares 180,930 $19M 0.01% +28,156 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630,792 shares; 2024Q4: 2,630,792 shares; 2025Q1: 2,630,792 shares; 2025Q2: 2,630,792 shares 2,630,792 $16M 0.01% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,645 shares; 2024Q4: 223,645 shares; 2025Q1: 223,645 shares; 2025Q2: 223,645 shares 223,645 $10.5M <0.01% 0 Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284,020 shares; 2024Q4: 1,284,020 shares; 2025Q1: 1,284,020 shares; 2025Q2: 1,284,020 shares 1,284,020 $7.99M <0.01% 0 Timeline