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HoldLens logoHoldLens
Biggest sells · conviction collapses

When smart money walked away

Across 8 quarters of 13F filings, 2418 sell actions from HoldLens’s tracked superinvestors crossed the noise floor. 635 were total exits — conviction reversals. 750 trims cut 40% or more of the remaining position.

Dataroma shows current holdings. HoldLens shows the moment a manager said enough — which quarter the thesis broke, and how hard they hit the exit. Exits are the loudest signal a 13F can send.

2418
Big sells & exits
635
Full conviction reversals
750
Cut 40%+
Top 10 · the loudest exits

Walk-away trades, ranked

#1
Warren Buffett· Berkshire Hathawayq10
Q3 2025·EXIT
SIRI logoSIRI
SIRI
-100%
closed

Closed Sirius XM fully.

ConvictionScore: −8
#2
Warren Buffett· Berkshire Hathawayq10
Q1 2025·EXIT
HPQ logoHPQ
HPQ
-100%
closed

Closed HP fully.

ConvictionScore: 0
#3
Warren Buffett· Berkshire Hathawayq10
Q3 2025·EXIT
DHI logoDHI
D R HORTON INC
-100%
closed
ConvictionScore: −9
#4
Warren Buffett· Berkshire Hathawayq10
Q2 2025·EXIT
TMUS logoTMUS
T-MOBILE US INC
-100%
closed
ConvictionScore: −4
#5
Warren Buffett· Berkshire Hathawayq10
Q1 2025·EXIT
C logoC
CITIGROUP INC
-100%
closed
Sector: FinancialsConvictionScore: −7Still held by 1 managers
#6
Warren Buffett· Berkshire Hathawayq10
Q1 2025·EXIT
NU logoNU
NU HLDGS LTD
-100%
closed
ConvictionScore: −11
#7
Warren Buffett· Berkshire Hathawayq10
Q4 2024·EXIT
SPG logoSPG
SPDR S&P 500 ETF TR
-100%
closed
ConvictionScore: +2
#8
Warren Buffett· Berkshire Hathawayq10
Q4 2024·EXIT
ULTA logoULTA
ULTA BEAUTY INC
-100%
closed
ConvictionScore: −6
#9
Warren Buffett· Berkshire Hathawayq10
Q3 2024·EXIT
FND logoFND
FLOOR & DECOR HLDGS INC
-100%
closed
ConvictionScore: −9
#10
Warren Buffett· Berkshire Hathawayq10
Q3 2024·EXIT
SHOP logoSHOP
SIRIUS XM HOLDINGS INC
-100%
closed
Sector: TechnologyConvictionScore: −4Still held by 1 managers
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Full list · top 200 meaningful sells

Top 200 big sells, sorted by magnitude

Showing the 200 most significant cuts out of 2,418 total. For the complete long tail, drill into /quarter/2025-q4 or a specific manager's investor page.

#ManagerTickerQuarterActionCut
1Warren Buffett
q10 · Berkshire Hathaway
SIRI
SIRI
Q3 2025EXIT-100%
2Warren Buffett
q10 · Berkshire Hathaway
HPQ
HPQ
Q1 2025EXIT-100%
3Warren Buffett
q10 · Berkshire Hathaway
DHI
D R HORTON INC
Q3 2025EXIT-100%
4Warren Buffett
q10 · Berkshire Hathaway
TMUS
T-MOBILE US INC
Q2 2025EXIT-100%
5Warren Buffett
q10 · Berkshire Hathaway
C
CITIGROUP INC
Q1 2025EXIT-100%
6Warren Buffett
q10 · Berkshire Hathaway
NU
NU HLDGS LTD
Q1 2025EXIT-100%
7Warren Buffett
q10 · Berkshire Hathaway
SPG
SPDR S&P 500 ETF TR
Q4 2024EXIT-100%
8Warren Buffett
q10 · Berkshire Hathaway
ULTA
ULTA BEAUTY INC
Q4 2024EXIT-100%
9Warren Buffett
q10 · Berkshire Hathaway
FND
FLOOR & DECOR HLDGS INC
Q3 2024EXIT-100%
10Warren Buffett
q10 · Berkshire Hathaway
SHOP
SIRIUS XM HOLDINGS INC
Q3 2024EXIT-100%
11Chuck Akre
q9 · Akre Capital Management
VRSK
VERISK ANALYTICS INC
Q4 2025EXIT-100%
12David Rolfe
q9 · Wedgewood Partners
POOL
POOL CORP
Q4 2025EXIT-100%
13David Tepper
q9 · Appaloosa Management
FE
FISERV INC
Q4 2025EXIT-100%
14David Tepper
q9 · Appaloosa Management
BLOCK
BLOCK INC
Q4 2025EXIT-100%
15François Rochon
q9 · Giverny Capital
FE
FISERV INC
Q4 2025EXIT-100%
16François Rochon
q9 · Giverny Capital
CARG
CARMAX INC
Q4 2025EXIT-100%
17François Rochon
q9 · Giverny Capital
ALGN
ALIGN TECHNOLOGY INC
Q4 2025EXIT-100%
18François Rochon
q9 · Giverny Capital
CACC
CREDIT ACCEP CORP MICH
Q4 2025EXIT-100%
19Howard Marks
q9 · Oaktree Capital
IVV
ISHARES RUSSELL 2000 ETF
Q4 2025EXIT-100%
20Howard Marks
q9 · Oaktree Capital
JBS
JBS NV
Q4 2025EXIT-100%
21Howard Marks
q9 · Oaktree Capital
GUESS
GUESS INC
Q4 2025EXIT-100%
22Howard Marks
q9 · Oaktree Capital
W
WAYFAIR INC
Q4 2025EXIT-100%
23Howard Marks
q9 · Oaktree Capital
UBER
UBER TECHNOLOGIES INC
Q4 2025EXIT-100%
24Howard Marks
q9 · Oaktree Capital
Q2
Q2 HOLDINGS INC
Q4 2025EXIT-100%
25John Armitage
q9 · Egerton Capital
AAPL
APPLE INC
Q4 2025EXIT-100%
26Stanley Druckenmiller
q9 · Duquesne Family Office
META
Meta Platforms Inc
Q4 2025EXIT-100%
27Stanley Druckenmiller
q9 · Duquesne Family Office
BAC
Bank America Corp
Q4 2025EXIT-100%
28Stanley Druckenmiller
q9 · Duquesne Family Office
CRS
Carpenter Technology Corp
Q4 2025EXIT-100%
29Stanley Druckenmiller
q9 · Duquesne Family Office
C
Citigroup Inc
Q4 2025EXIT-100%
30Stanley Druckenmiller
q9 · Duquesne Family Office
EQT
Eqt Corp
Q4 2025EXIT-100%
31Stanley Druckenmiller
q9 · Duquesne Family Office
GEV
Ge Vernova Inc
Q4 2025EXIT-100%
32Stanley Druckenmiller
q9 · Duquesne Family Office
VST
Vistra Corp
Q4 2025EXIT-100%
33Stanley Druckenmiller
q9 · Duquesne Family Office
DHI
D R Horton Inc
Q4 2025EXIT-100%
34Stanley Druckenmiller
q9 · Duquesne Family Office
LEN
Lennar Corp
Q4 2025EXIT-100%
35Stanley Druckenmiller
q9 · Duquesne Family Office
LSXMA
Liberty Media Corp Del
Q4 2025EXIT-100%
36Stanley Druckenmiller
q9 · Duquesne Family Office
SPGI
Spdr Series Trust
Q4 2025EXIT-100%
37Stanley Druckenmiller
q9 · Duquesne Family Office
ARM
Arm Holdings Plc
Q4 2025EXIT-100%
38Stanley Druckenmiller
q9 · Duquesne Family Office
NU
Nu Hldgs Ltd
Q4 2025EXIT-100%
39Stanley Druckenmiller
q9 · Duquesne Family Office
PDD
Pg&E Corp
Q4 2025EXIT-100%
40Stanley Druckenmiller
q9 · Duquesne Family Office
STX
Seagate Technology Hldngs Pl
Q4 2025EXIT-100%
41Stanley Druckenmiller
q9 · Duquesne Family Office
COF
Capital One Finl Corp
Q4 2025EXIT-100%
42Stanley Druckenmiller
q9 · Duquesne Family Office
MNST
Mongodb Inc
Q4 2025EXIT-100%
43Stephen Mandel
q9 · Lone Pine Capital
SBUX
STARBUCKS CORP
Q4 2025EXIT-100%
44Stephen Mandel
q9 · Lone Pine Capital
EQT
EQT CORP
Q4 2025EXIT-100%
45Stephen Mandel
q9 · Lone Pine Capital
FLUT
FLUTTER ENTMT PLC
Q4 2025EXIT-100%
46Stephen Mandel
q9 · Lone Pine Capital
SEA
SEA LTD
Q4 2025EXIT-100%
47Stephen Mandel
q9 · Lone Pine Capital
CIENA
CIENA CORP
Q4 2025EXIT-100%
48Stephen Mandel
q9 · Lone Pine Capital
EQIX
ETSY INC
Q4 2025EXIT-100%
49Chris Hohn
q9 · TCI Fund Management
GOOGL
ALPHABET INC
Q3 2025EXIT-100%
50David Tepper
q9 · Appaloosa Management
INTC
INTEL CORP
Q3 2025EXIT-100%
51David Tepper
q9 · Appaloosa Management
ORCL
ORACLE CORP
Q3 2025EXIT-100%
52François Rochon
q9 · Giverny Capital
SBUX
STARBUCKS CORP
Q3 2025EXIT-100%
53François Rochon
q9 · Giverny Capital
BAC
BANK AMERICA CORP
Q3 2025EXIT-100%
54François Rochon
q9 · Giverny Capital
AMZN
AMAZON COM INC
Q3 2025EXIT-100%
55François Rochon
q9 · Giverny Capital
IONQ
INTUITIVE SURGICAL INC
Q3 2025EXIT-100%
56Howard Marks
q9 · Oaktree Capital
SPGI
STATE STREET CORP
Q3 2025EXIT-100%
57Howard Marks
q9 · Oaktree Capital
KE
KE HOLDINGS INC
Q3 2025EXIT-100%
58Howard Marks
q9 · Oaktree Capital
UNITI
UNITI GROUP INC
Q3 2025EXIT-100%
59Howard Marks
q9 · Oaktree Capital
YPF
YPF SA
Q3 2025EXIT-100%
60Howard Marks
q9 · Oaktree Capital
BERRY
BERRY CORP
Q3 2025EXIT-100%
61Howard Marks
q9 · Oaktree Capital
NICE
NICE LTD
Q3 2025EXIT-100%
62Howard Marks
q9 · Oaktree Capital
BABA
ALIBABA GROUP HOLDING LTD
Q3 2025EXIT-100%
63Howard Marks
q9 · Oaktree Capital
PDD
PG&E CORP
Q3 2025EXIT-100%
64Seth Klarman
q9 · Baupost Group
WCC
WESCO INTL INC
Q3 2025EXIT-100%
65Seth Klarman
q9 · Baupost Group
WTW
WILLIS TOWERS WATSON PLC LTD
Q3 2025EXIT-100%
66Seth Klarman
q9 · Baupost Group
CRH
CRH PLC
Q3 2025EXIT-100%
67Seth Klarman
q9 · Baupost Group
FNF
FIDELITY NATL INFORMATION SV
Q3 2025EXIT-100%
68Seth Klarman
q9 · Baupost Group
DG
DOLLAR GEN CORP NEW
Q3 2025EXIT-100%
69Seth Klarman
q9 · Baupost Group
LBTYK
LIBERTY GLOBAL LTD
Q3 2025EXIT-100%
70Seth Klarman
q9 · Baupost Group
QSR
RESTAURANT BRANDS INTL INC
Q3 2025EXIT-100%
71Seth Klarman
q9 · Baupost Group
FERG
FERGUSON ENTERPRISES INC
Q3 2025EXIT-100%
72Seth Klarman
q9 · Baupost Group
ELV
ELEVANCE HEALTH INC
Q3 2025EXIT-100%
73Seth Klarman
q9 · Baupost Group
FE
FISERV INC
Q3 2025EXIT-100%
74Seth Klarman
q9 · Baupost Group
VSAT
VIASAT INC
Q3 2025EXIT-100%
75Seth Klarman
q9 · Baupost Group
HLF
HERBALIFE LTD
Q3 2025EXIT-100%
76Seth Klarman
q9 · Baupost Group
ICON
ICON PLC
Q3 2025EXIT-100%
77Seth Klarman
q9 · Baupost Group
AMCOR
AMCOR PLC
Q3 2025EXIT-100%
78Stanley Druckenmiller
q9 · Duquesne Family Office
PFE
Philip Morris Intl Inc
Q3 2025EXIT-100%
79Stanley Druckenmiller
q9 · Duquesne Family Office
ENTG
Entegris Inc
Q3 2025EXIT-100%
80Stanley Druckenmiller
q9 · Duquesne Family Office
MSFT
Microsoft Corp
Q3 2025EXIT-100%
81Stanley Druckenmiller
q9 · Duquesne Family Office
LLY
Eli Lilly & Co
Q3 2025EXIT-100%
82Stanley Druckenmiller
q9 · Duquesne Family Office
DELL
Delta Air Lines Inc Del
Q3 2025EXIT-100%
83Stanley Druckenmiller
q9 · Duquesne Family Office
APP
Applovin Corp
Q3 2025EXIT-100%
84Stanley Druckenmiller
q9 · Duquesne Family Office
KLAC
Kinder Morgan Inc Del
Q3 2025EXIT-100%
85Stanley Druckenmiller
q9 · Duquesne Family Office
BKNG
Barclays Plc
Q3 2025EXIT-100%
86Stanley Druckenmiller
q9 · Duquesne Family Office
GS
Goldman Sachs Group Inc
Q3 2025EXIT-100%
87Stanley Druckenmiller
q9 · Duquesne Family Office
BN
Broadcom Inc
Q3 2025EXIT-100%
88Stanley Druckenmiller
q9 · Duquesne Family Office
XPO
Xpo Inc
Q3 2025EXIT-100%
89Stanley Druckenmiller
q9 · Duquesne Family Office
BLDR
Builders Firstsource Inc
Q3 2025EXIT-100%
90Stanley Druckenmiller
q9 · Duquesne Family Office
CCCS
Ccc Intelligent Solutions Hl
Q3 2025EXIT-100%
91Stanley Druckenmiller
q9 · Duquesne Family Office
FCX
Freeport-Mcmoran Inc
Q3 2025EXIT-100%
92Stanley Druckenmiller
q9 · Duquesne Family Office
DHR
Danaher Corporation
Q3 2025EXIT-100%
93Stanley Druckenmiller
q9 · Duquesne Family Office
TMO
Thermo Fisher Scientific Inc
Q3 2025EXIT-100%
94Stephen Mandel
q9 · Lone Pine Capital
INTU
INTUIT
Q3 2025EXIT-100%
95Stephen Mandel
q9 · Lone Pine Capital
UNH
UNITEDHEALTH GROUP INC
Q3 2025EXIT-100%
96Stephen Mandel
q9 · Lone Pine Capital
CRM
SALESFORCE INC
Q3 2025EXIT-100%
97Stephen Mandel
q9 · Lone Pine Capital
ASML
ASML HOLDING N V
Q3 2025EXIT-100%
98Terry Smith
q9 · Fundsmith
VRSK
VERISK ANALYTICS INC
Q3 2025EXIT-100%
99Terry Smith
q9 · Fundsmith
MA
MASTERCARD INCORPORATED
Q3 2025EXIT-100%
100David Rolfe
q9 · Wedgewood Partners
UNH
UNITEDHEALTH GROUP INC
Q2 2025EXIT-100%
101David Rolfe
q9 · Wedgewood Partners
IVV
ISHARES TR
Q2 2025EXIT-100%
102David Tepper
q9 · Appaloosa Management
SPGI
SPDR SER TR
Q2 2025EXIT-100%
103David Tepper
q9 · Appaloosa Management
AAPL
APPLE INC
Q2 2025EXIT-100%
104David Tepper
q9 · Appaloosa Management
BN
BROADCOM INC
Q2 2025EXIT-100%
105David Tepper
q9 · Appaloosa Management
LVS
LAS VEGAS SANDS CORP
Q2 2025EXIT-100%
106David Tepper
q9 · Appaloosa Management
CHK
EXPAND ENERGY CORPORATION
Q2 2025EXIT-100%
107Howard Marks
q9 · Oaktree Capital
BAIDU
BAIDU INC
Q2 2025EXIT-100%
108Howard Marks
q9 · Oaktree Capital
ONITY
ONITY GROUP INC
Q2 2025EXIT-100%
109Howard Marks
q9 · Oaktree Capital
FIVE9
FIVE9 INC
Q2 2025EXIT-100%
110Howard Marks
q9 · Oaktree Capital
SHOP
SHOPIFY INC
Q2 2025EXIT-100%
111Howard Marks
q9 · Oaktree Capital
LSXMA
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE
Q2 2025EXIT-100%
112Howard Marks
q9 · Oaktree Capital
LYFT
LYFT INC
Q2 2025EXIT-100%
113John Armitage
q9 · Egerton Capital
CLF
CLEVELAND-CLIFFS INC NEW
Q2 2025EXIT-100%
114John Armitage
q9 · Egerton Capital
MRK
MERCK & CO INC NEW
Q2 2025EXIT-100%
115Seth Klarman
q9 · Baupost Group
CLVT
CLARIVATE PLC
Q2 2025EXIT-100%
116Stanley Druckenmiller
q9 · Duquesne Family Office
COF
Capital One Finl Corp
Q2 2025EXIT-100%
117Stanley Druckenmiller
q9 · Duquesne Family Office
AMZN
Amazon Com Inc
Q2 2025EXIT-100%
118Stanley Druckenmiller
q9 · Duquesne Family Office
BBIO
Bridgebio Pharma Inc
Q2 2025EXIT-100%
119Stanley Druckenmiller
q9 · Duquesne Family Office
TECK
Teck Resources Ltd
Q2 2025EXIT-100%
120Stanley Druckenmiller
q9 · Duquesne Family Office
CHK
Expand Energy Corporation
Q2 2025EXIT-100%
121Stanley Druckenmiller
q9 · Duquesne Family Office
FLEX
Flex Ltd
Q2 2025EXIT-100%
122Stanley Druckenmiller
q9 · Duquesne Family Office
TSLA
Tesla Inc
Q2 2025EXIT-100%
123Stephen Mandel
q9 · Lone Pine Capital
LLY
ELI LILLY & CO
Q2 2025EXIT-100%
124Terry Smith
q9 · Fundsmith
EFX
EQUIFAX INC
Q2 2025EXIT-100%
125David Tepper
q9 · Appaloosa Management
AMD
ADVANCED MICRO DEVICES INC
Q1 2025EXIT-100%
126David Tepper
q9 · Appaloosa Management
FEDEX
FEDEX CORP
Q1 2025EXIT-100%
127David Tepper
q9 · Appaloosa Management
EQT
EQT CORP
Q1 2025EXIT-100%
128David Tepper
q9 · Appaloosa Management
INTC
INTEL CORP
Q1 2025EXIT-100%
129François Rochon
q9 · Giverny Capital
ICE
INTERCONTINENTAL EXCHANGE IN
Q1 2025EXIT-100%
130François Rochon
q9 · Giverny Capital
EW
EDWARDS LIFESCIENCES CORP
Q1 2025EXIT-100%
131François Rochon
q9 · Giverny Capital
J
JACOBS SOLUTIONS INC
Q1 2025EXIT-100%
132François Rochon
q9 · Giverny Capital
UNH
UNITEDHEALTH GRP INC
Q1 2025EXIT-100%
133Howard Marks
q9 · Oaktree Capital
YUMC
YUM CHINA HOLDINGS INC
Q1 2025EXIT-100%
134Howard Marks
q9 · Oaktree Capital
CHEGG
CHEGG INC
Q1 2025EXIT-100%
135Howard Marks
q9 · Oaktree Capital
CPNG
COUPANG INC
Q1 2025EXIT-100%
136Howard Marks
q9 · Oaktree Capital
INSM
INSMED INC
Q1 2025EXIT-100%
137Howard Marks
q9 · Oaktree Capital
MARA
MARA HOLDINGS INC
Q1 2025EXIT-100%
138Howard Marks
q9 · Oaktree Capital
NIO
NIO INC
Q1 2025EXIT-100%
139Howard Marks
q9 · Oaktree Capital
8X8
8X8 INC
Q1 2025EXIT-100%
140Stanley Druckenmiller
q9 · Duquesne Family Office
SLM
Slm Corp
Q1 2025EXIT-100%
141Stanley Druckenmiller
q9 · Duquesne Family Office
VST
Vistra Corp
Q1 2025EXIT-100%
142Stanley Druckenmiller
q9 · Duquesne Family Office
GEV
Ge Vernova Inc
Q1 2025EXIT-100%
143Stanley Druckenmiller
q9 · Duquesne Family Office
MU
Micron Technology Inc
Q1 2025EXIT-100%
144Stanley Druckenmiller
q9 · Duquesne Family Office
SPGI
Spdr Ser Tr
Q1 2025EXIT-100%
145Stanley Druckenmiller
q9 · Duquesne Family Office
DFS
Discover Finl Svcs
Q1 2025EXIT-100%
146Stanley Druckenmiller
q9 · Duquesne Family Office
ARM
Arm Holdings Plc
Q1 2025EXIT-100%
147Stanley Druckenmiller
q9 · Duquesne Family Office
USB
Us Bancorp Del
Q1 2025EXIT-100%
148Stanley Druckenmiller
q9 · Duquesne Family Office
GOOGL
Alphabet Inc
Q1 2025EXIT-100%
149Stanley Druckenmiller
q9 · Duquesne Family Office
LYV
Live Nation Entertainment In
Q1 2025EXIT-100%
150Stanley Druckenmiller
q9 · Duquesne Family Office
C
Citigroup Inc
Q1 2025EXIT-100%
151Stanley Druckenmiller
q9 · Duquesne Family Office
IQV
Iqvia Hldgs Inc
Q1 2025EXIT-100%
152Stanley Druckenmiller
q9 · Duquesne Family Office
NU
Nu Hldgs Ltd
Q1 2025EXIT-100%
153Stanley Druckenmiller
q9 · Duquesne Family Office
PLTR
Palantir Technologies Inc
Q1 2025EXIT-100%
154Stephen Mandel
q9 · Lone Pine Capital
PTC
PTC INC
Q1 2025EXIT-100%
155Stephen Mandel
q9 · Lone Pine Capital
SPOT
SPOTIFY TECHNOLOGY S A
Q1 2025EXIT-100%
156Stephen Mandel
q9 · Lone Pine Capital
WDAY
WORKDAY INC
Q1 2025EXIT-100%
157Stephen Mandel
q9 · Lone Pine Capital
CEG
CONSTELLATION ENERGY CORP
Q1 2025EXIT-100%
158Stephen Mandel
q9 · Lone Pine Capital
BLOCK
BLOCK INC
Q1 2025EXIT-100%
159Stephen Mandel
q9 · Lone Pine Capital
LEN
LENNAR CORP
Q1 2025EXIT-100%
160Terry Smith
q9 · Fundsmith
PEP
PEPSICO INC
Q1 2025EXIT-100%
161Terry Smith
q9 · Fundsmith
IDEX
IDEX CORP
Q1 2025EXIT-100%
162David Tepper
q9 · Appaloosa Management
ADBE
ADOBE INC
Q4 2024EXIT-100%
163David Tepper
q9 · Appaloosa Management
CHK
CHESAPEAKE ENERGY CORP
Q4 2024EXIT-100%
164François Rochon
q9 · Giverny Capital
EW
EDWARDS LIFESCIENCES CORP
Q4 2024TRIM-100%
165François Rochon
q9 · Giverny Capital
LSXMA
LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA
Q4 2024EXIT-100%
166Howard Marks
q9 · Oaktree Capital
CHK
CHESAPEAKE ENERGY CORP
Q4 2024EXIT-100%
167Howard Marks
q9 · Oaktree Capital
JOYY
JOYY INC
Q4 2024EXIT-100%
168Howard Marks
q9 · Oaktree Capital
BABA
ALIBABA GROUP HOLDING LTD
Q4 2024EXIT-100%
169Howard Marks
q9 · Oaktree Capital
YPF
YPF SA
Q4 2024EXIT-100%
170Howard Marks
q9 · Oaktree Capital
XP
XP INC
Q4 2024EXIT-100%
171Howard Marks
q9 · Oaktree Capital
ZS
ZSCALER INC
Q4 2024EXIT-100%
172Seth Klarman
q9 · Baupost Group
FNF
FIDELITY NATL INFORMATION SV
Q4 2024EXIT-100%
173Seth Klarman
q9 · Baupost Group
J
JACOBS SOLUTIONS INC
Q4 2024EXIT-100%
174Stanley Druckenmiller
q9 · Duquesne Family Office
CPT
Camden Ppty Tr
Q4 2024EXIT-100%
175Stanley Druckenmiller
q9 · Duquesne Family Office
ADBE
Adobe Inc
Q4 2024EXIT-100%
176Stanley Druckenmiller
q9 · Duquesne Family Office
CRH
Crh Plc
Q4 2024EXIT-100%
177Stanley Druckenmiller
q9 · Duquesne Family Office
TPG
Tpg Inc
Q4 2024EXIT-100%
178Stanley Druckenmiller
q9 · Duquesne Family Office
ADSK
Autodesk Inc
Q4 2024EXIT-100%
179Stanley Druckenmiller
q9 · Duquesne Family Office
CB
Chubb Limited
Q4 2024EXIT-100%
180Stanley Druckenmiller
q9 · Duquesne Family Office
MTB
M & T Bk Corp
Q4 2024EXIT-100%
181Stanley Druckenmiller
q9 · Duquesne Family Office
SBUX
Starbucks Corp
Q4 2024EXIT-100%
182Stanley Druckenmiller
q9 · Duquesne Family Office
XPO
Xpo Inc
Q4 2024EXIT-100%
183Stephen Mandel
q9 · Lone Pine Capital
UNH
UNITEDHEALTH GROUP INC
Q4 2024EXIT-100%
184Stephen Mandel
q9 · Lone Pine Capital
BKNG
BOOKING HOLDINGS INC
Q4 2024EXIT-100%
185Stephen Mandel
q9 · Lone Pine Capital
GEV
GE VERNOVA INC
Q4 2024EXIT-100%
186Terry Smith
q9 · Fundsmith
SYK
STRYKER CORP
Q4 2024EXIT-100%
187Terry Smith
q9 · Fundsmith
AAPL
Apple
Q4 2024EXIT-100%
188Terry Smith
q9 · Fundsmith
ZTS
ZOETIS CL A ORD
Q4 2024EXIT-100%
189David Tepper
q9 · Appaloosa Management
UNP
UNITED PARCEL SERVICE INC
Q3 2024EXIT-100%
190David Tepper
q9 · Appaloosa Management
MACYS
MACYS INC
Q3 2024EXIT-100%
191François Rochon
q9 · Giverny Capital
ABNB
AIRBNB INC CL-A
Q3 2024EXIT-100%
192Howard Marks
q9 · Oaktree Capital
NRG
NRG ENERGY INC
Q3 2024EXIT-100%
193Howard Marks
q9 · Oaktree Capital
CEG
CONSTELLATION ENERGY CORP
Q3 2024EXIT-100%
194Howard Marks
q9 · Oaktree Capital
STAR
STAR HOLDINGS
Q3 2024EXIT-100%
195Howard Marks
q9 · Oaktree Capital
AZUL
AZUL SA
Q3 2024EXIT-100%
196Howard Marks
q9 · Oaktree Capital
IQIYI
IQIYI INC
Q3 2024EXIT-100%
197Howard Marks
q9 · Oaktree Capital
NEVRO
NEVRO CORP
Q3 2024EXIT-100%
198Howard Marks
q9 · Oaktree Capital
BMRN
BIOMARIN PHARMACEUTICAL INC
Q3 2024EXIT-100%
199Seth Klarman
q9 · Baupost Group
LSXMA
LIBERTY MEDIA CORP DEL
Q3 2024EXIT-100%
200Seth Klarman
q9 · Baupost Group
VRSN
VERISIGN INC
Q3 2024EXIT-100%
How biggest sells are ranked

Exits treated as -100% cuts, trims ≥15% counted

  • 1. Action filter. Only trim and exit actions count. New buys and adds live on /biggest-buys.
  • 2. Trim floor. Trims under 15% are dropped — tax-lot rebalancing noise. Above 15% the manager is actively reducing conviction, not rebalancing.
  • 3. Exits as -100%. A full exit is the loudest possible sell signal, so every exit is mapped to a -100% magnitude and bubbles to the top alongside deep trims.
  • 4. Ranking. Most-negative magnitude first, tiebroken by manager quality and remaining book weight.

Paired with /biggest-buys, this gives the complete picture: where capital flowed in, and where it bled out. Together they reveal what the smartest managers believe right now — and what they no longer believe.

Not investment advice. deltaPct values are sourced from parsed 13F filings. Methodology.