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Stocks

CITIGROUP INC

LYB

LYONDELLBASELL INDUSTRIES N

AXP

AMERICAN EXPRESS CO

AAPL

APPLE INC

MRK

MERCK & CO INC

Hedge Fund Portfolios

Ken Fisher

FISHER ASSET MANAGEMENT LLC

Howard Marks

OAKTREE CAPITAL MANAGEMENT LP

Mario Gabelli

GAMCO INVESTORS INC ET AL

Marc Lasry

AVENUE CAPITAL MANAGEMENT

John Paulson

PAULSON & CO INC

5Top Performing Managers	Total Value^* of Stock Holdings	Return^*
Eli Samaha MADISON AVENUE PARTNERS LP	$2.89B	72.25
Franklin Keller TALOS ASSET MANAGEMENT LP	$846.41M	62.92
Frank Kung VIVO CAPITAL LLC	$1.95B	61.80
Peter Harwin FAIRMOUNT FUNDS MANAGEMENT LLC	$1.74B	56.51
Arsani William LOGOS GLOBAL MANAGEMENT LP	$1.58B	56.46

* As of 2026-02-11 since the latest 13F report

5Latest 13D-G Filings	Stock	SEC Accepted
Doug Ostrover BLUE OWL CAPITAL HOLDINGS LP	BMEA	2026-02-12 16:02:41
Brian Kuzma THOMIST CAPITAL MANAGEMENT LP	AMPY	2026-02-12 16:01:10
Paul Glazer GLAZER CAPITAL LLC	SCIIU	2026-02-12 15:55:19
James Flynn FLYNN JAMES E	BCRX	2026-02-12 14:17:01
James Flynn FLYNN JAMES E	NUVL	2026-02-12 14:16:18

Hedge Fund Winning Stocks

UBER

22Q3

22Q4

23Q1

23Q2

23Q3

23Q4

Nochg

Incr

Dec

Shares held by David Tepper

Stock Price

$20.65

$63.28

$31.31

$41.97

$52.62

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