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Stocks

LYB

LYONDELLBASELL INDUSTRIES N

MRK

MERCK & CO INC

WFC

WELLS FARGO CO NEW

IBM

INTERNATIONAL BUSINESS MACHS

NFLX

NETFLIX INC

Hedge Fund Portfolios

Carl Icahn

ICAHN CARL C

Bill Gates

BILL & MELINDA GATES FOUNDATION TRUST

Mario Gabelli

GAMCO INVESTORS INC ET AL

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Brian Higgins

KING STREET CAPITAL MANAGEMENT L P

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Eli Samaha MADISON AVENUE PARTNERS LP	$2.91B	73.59
Franklin Keller TALOS ASSET MANAGEMENT LP	$855.26M	64.62
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.73B	55.39
Bong Koh VR ADVISER LLC	$2.76B	55.16
Mark Lampert BVF INC	$3.78B	53.14

* As of 2026-02-13 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Christian Zann SOURCEROCK GROUP LLC	KRSP/U	2026-02-13 18:00:10
Christian Zann SOURCEROCK GROUP LLC	PUMP	2026-02-13 17:47:08
Robert Shafir SCULPTOR CAPITAL LP	SHC	2026-02-13 17:44:47
Jeffrey Horing INSIGHT HOLDINGS GROUP LLC	HNGE	2026-02-13 17:25:02
Wilmot Harkey NANTAHALA CAPITAL MANAGEMENT LLC	XFOR	2026-02-13 17:09:31

Hedge Fund Winning Stocks

SHOP

19Q1

20Q1

21Q1

New

Incr

Dec

Shares held by Stephen Mandel

500K

Stock Price

$12.98

$164.33

$50.82

$88.66

$126.49

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