Exits · capitulation feed
Who fully gave up on which stock?
627 full-exit 13F moves across the last 8 quarters. Every row is a superinvestor who sold every share of a position — zero remaining, no cost averaging back in, fully gone.
Exits are the rawest capitulation signal. An “add” or “trim” is ambiguous. An exit means the thesis broke.
Free download — no signup.
627
Total exits 8Q
93
Latest quarter
16
Contrarian exits
Contrarian exits · model still bullish
They walked away. The model still says buy.
These are the exits where the smart-money ConvictionScore is still > +20. Either the manager was early, the model is wrong, or the thesis shifted in ways the model hasn’t caught yet.
BABA· Polen Capital · Q4 2025+33
BABA· Howard Marks · Q3 2025+33
BABA· Joel Greenblatt · Q2 2025+33
BABA· Howard Marks · Q4 2024+33
BABA· Joel Greenblatt · Q4 2024+33
BABA· Prem Watsa · Q3 2024+33
MSCI· Lee Ainslie · Q3 2024+22
BABA· Michael Burry · Q2 2024+33
BABA· Prem Watsa · Q2 2024+33
BABA· Tom Slater · Q2 2024+33
Full feed · newest quarter first
Every exit, in order
Q4 2025
93 exits
89BIO
−8
89BIO INC
exit · Joel Greenblatt
AAPL
−29
APPLE INC
exit · John Armitage
AFYA
−8
AFYA LTD
exit · Joel Greenblatt
ALGN
−9
ALIGN TECHNOLOGY INC
exit · François Rochon
APO
−11
APOLLO GLOBAL MGMT INC
exit · Lee Ainslie
APP
−14
APPLOVIN CORP
exit · Andreas Halvorsen
ARM
+2
Arm Holdings Plc
exit · Stanley Druckenmiller
AUR
−5
AURORA INNOVATION INC
exit · Polen Capital
BABA
+33
ALIBABA GROUP HLDG LTD
exit · Polen Capital
BAC
+3
Bank America Corp
exit · Stanley Druckenmiller
BAIDU
−6
BAIDU INC
exit · Polen Capital
BERRY
−10
BERRY CORP
exit · Joel Greenblatt
BKNG
−14
exit · Bill Nygren
BLDR
−1
Builders Firstsource
exit · Tom Slater
BLK
−4
BLACKROCK INC
exit · Andreas Halvorsen
BLOCK
−10
BLOCK INC
exit · David Tepper
C
−7
Citigroup Inc
exit · Stanley Druckenmiller
CACC
−13
CREDIT ACCEP CORP MICH
exit · François Rochon
CARG
−15
CARMAX INC
exit · François Rochon
CAVA
−9
CAVA GROUP INC
exit · Polen Capital
CBRE
−14
CBRE GROUP INC
exit · Andreas Halvorsen
CHEGG
−11
CHEGG INC
exit · Joel Greenblatt
CHEWY
−9
CHEWY INC
exit · Polen Capital
CHEWY
−9
Chewy Inc
exit · Tom Slater
CIENA
−8
CIENA CORP
exit · Stephen Mandel
CMG
+4
CHIPOTLE MEXICAN GRILL INC
exit · Andreas Halvorsen
CMG
+4
CHIPOTLE MEXICAN GRILL INC
exit · Bill Ackman
COF
−13
Capital One Finl Corp
exit · Stanley Druckenmiller
CRS
−8
Carpenter Technology Corp
exit · Stanley Druckenmiller
DHI
−9
D R Horton Inc
exit · Stanley Druckenmiller
DOCS
−4
DOXIMITY INC
exit · Polen Capital
EBAY
−11
ECOLAB INC
exit · William von Mueffling
EQIX
−8
ETSY INC
exit · Stephen Mandel
EQT
−11
Eqt Corp
exit · Stanley Druckenmiller
EQT
−11
EQT CORP
exit · Stephen Mandel
EW
−8
EDWARDS LIFESCIENCES CORP
exit · Andreas Halvorsen
EXPE
−12
Exact Sciences
exit · Tom Slater
FE
−11
FISERV INC
exit · David Tepper
FE
−11
FISERV INC
exit · François Rochon
FLUT
+3
FLUTTER ENTMT PLC
exit · Lee Ainslie
FLUT
+3
FLUTTER ENTMT PLC
exit · Stephen Mandel
FND
−9
FLOOR & DECOR HLDGS INC
exit · Joel Greenblatt
FND
−9
FLOOR & DECOR HLDGS INC
exit · Lee Ainslie
GEV
−10
Ge Vernova Inc
exit · Stanley Druckenmiller
GRACO
−11
Graco
exit · Tom Slater
GUESS
−10
GUESS INC
exit · Howard Marks
ICON
−22
ICON PLC
exit · Glenn Greenberg
INTU
−16
INTUIT
exit · Andreas Halvorsen
IVV
0
ISHARES RUSSELL 2000 ETF
exit · Howard Marks
J
−9
JACOBS SOLUTIONS INC
exit · Lee Ainslie
JBS
−8
JBS NV
exit · Howard Marks
KKR
−7
KKR & CO INC
exit · Andreas Halvorsen
KKR
−7
KKR & CO INC
exit · Prem Watsa
KO
−7
exit · Bill Nygren
KO
−7
COCA COLA CO
exit · Polen Capital
LEN
−6
Lennar Corp
exit · Stanley Druckenmiller
LSXMA
−12
Liberty Media Corp Del
exit · Stanley Druckenmiller
META
−4
Meta Platforms Inc
exit · Stanley Druckenmiller
MNST
−10
MONGODB INC
exit · Chase Coleman
MNST
−10
Mongodb Inc
exit · Stanley Druckenmiller
Q3 2025
128 exits
AAON
−9
AAON INC
exit · Polen Capital
ABNB
+1
Airbnb Inc
exit · Tom Slater
AMCOR
−10
AMCOR PLC
exit · Seth Klarman
AMT
−19
AMERICAN TOWER CORP NEW
exit · Andreas Halvorsen
AMZN
−13
AMAZON COM INC
exit · Andreas Halvorsen
AMZN
−13
AMAZON COM INC
exit · François Rochon
AN
+4
AUTONATION INC
exit · Mohnish Pabrai
ANSYS
−9
ANSYS INC
exit · Joel Greenblatt
APP
−14
Applovin Corp
exit · Stanley Druckenmiller
ASML
−1
ASML HOLDING N V
exit · Michael Burry
ASML
−1
ASML HOLDING N V
exit · Stephen Mandel
AZEK
−7
AZEK CO INC
exit · Joel Greenblatt
BABA
+33
ALIBABA GROUP HOLDING LTD
exit · Howard Marks
BAC
+3
BANK AMERICA CORP
exit · François Rochon
BERRY
−10
BERRY CORP
exit · Howard Marks
BKNG
−14
Barclays Plc
exit · Stanley Druckenmiller
BLDR
−1
Builders Firstsource Inc
exit · Stanley Druckenmiller
BLOCK
−10
BLOCK INC
exit · Andreas Halvorsen
BN
+16
Broadcom Inc
exit · Stanley Druckenmiller
BRF
−8
BRF SA
exit · Joel Greenblatt
CARG
−15
Carmax Inc
exit · Tom Slater
CCCS
−3
CCC INTELLIGENT SOLUTIONS HL
exit · Polen Capital
CCCS
−3
Ccc Intelligent Solutions Hl
exit · Stanley Druckenmiller
CIBUS
−8
CIBUS INC
exit · Joel Greenblatt
CPAY
−8
CORPAY INC
exit · Lee Ainslie
CRH
−1
CRH PLC
exit · Seth Klarman
CRM
−9
CME GROUP INC
exit · Andreas Halvorsen
CRM
−9
SALESFORCE INC
exit · Stephen Mandel
DELL
+2
Delta Air Lines Inc Del
exit · Stanley Druckenmiller
DG
−4
DOLLAR GEN CORP NEW
exit · Seth Klarman
DHI
−9
D R HORTON INC
exit · Andreas Halvorsen
DHI
−9
D R HORTON INC
exit · Warren Buffett
DHR
−13
Danaher Corporation
exit · Stanley Druckenmiller
EL
−2
LAUDER ESTEE COS INC
exit · Michael Burry
ELV
−6
ELEVANCE HEALTH INC
exit · Seth Klarman
ENTG
−2
Entegris Inc
exit · Stanley Druckenmiller
ENTG
−2
Entegris Inc
exit · Tom Slater
FCX
−9
Freeport-Mcmoran Inc
exit · Stanley Druckenmiller
FE
−11
FISERV INC
exit · Seth Klarman
FERG
−8
FERGUSON ENTERPRISES INC
exit · Seth Klarman
FLUT
+3
FLUTTER ENTMT PLC
exit · Andreas Halvorsen
FNF
−5
FIDELITY NATL INFORMATION SV
exit · Seth Klarman
FOUR
+2
SHIFT4 PMTS INC
exit · Joel Greenblatt
FTV
−5
FORTIVE CORP
exit · Lee Ainslie
GMS
−8
GMS INC
exit · Joel Greenblatt
GOOGL
−22
ALPHABET INC
exit · Chris Hohn
GS
−6
Goldman Sachs Group Inc
exit · Stanley Druckenmiller
GSHD
−10
GOOSEHEAD INS INC
exit · Joel Greenblatt
GSHD
−10
GOOSEHEAD INS INC
exit · Polen Capital
HESS
−10
HESS CORP
exit · Joel Greenblatt
HIMS
−9
Hershey Foods Corporation
exit · Tom Slater
HLF
−11
HERBALIFE LTD
exit · Seth Klarman
IBP
−13
INSTALLED BLDG PRODS INC
exit · Polen Capital
ICE
0
INTERCONTINENTAL EXCHANGE IN
exit · Lee Ainslie
ICON
−22
ICON PLC
exit · Seth Klarman
ICON
−22
ICON PLC
exit · William von Mueffling
INTC
−12
INTC
exit · Joel Greenblatt
INTC
−12
INTEL CORP
exit · David Tepper
INTU
−16
exit · Bill Nygren
INTU
−16
INTUIT
exit · Stephen Mandel
Q2 2025
81 exits
AAPL
−29
APPLE INC
exit · David Tepper
ADSK
−14
AUTODESK INC
exit · Andreas Halvorsen
ALL
−7
ALLSTATE CORP
exit · Andreas Halvorsen
ALLY
−6
ALLY FINL INC
exit · Glenn Greenberg
AMMO
−7
AMMO INC
exit · Joel Greenblatt
AMZN
−13
Amazon Com Inc
exit · Stanley Druckenmiller
ARQ
−5
ARQ INC
exit · Joel Greenblatt
BABA
+33
ALIBABA GROUP HLDG LTD
exit · Joel Greenblatt
BAIDU
−6
BAIDU INC
exit · Howard Marks
BAIDU
−6
BAIDU INC
exit · Michael Burry
BANK7
−6
BANK7 CORP
exit · Joel Greenblatt
BBIO
−9
Bridgebio Pharma Inc
exit · Stanley Druckenmiller
BN
+16
BROADCOM INC
exit · David Tepper
CB
+20
CHUBB LIMITED
exit · Andreas Halvorsen
CHK
−10
EXPAND ENERGY CORPORATION
exit · David Tepper
CHK
−10
Expand Energy Corporation
exit · Stanley Druckenmiller
CLF
+7
CLEVELAND-CLIFFS INC NEW
exit · John Armitage
CLVT
−6
CLARIVATE PLC
exit · Seth Klarman
COF
−13
Capital One Finl Corp
exit · Stanley Druckenmiller
CP
−10
CANADIAN PACIFIC KANSAS CITY
exit · Bill Ackman
CX
−12
Cemex ADR
exit · Tom Slater
DANA
−6
Dana Inc.
exit · Carl Icahn
DASH
−3
DOORDASH INC
exit · Andreas Halvorsen
DFS
−13
DISCOVER FINL SVCS
exit · Glenn Greenberg
DFS
−13
DISCOVER FINL SVCS
exit · Joel Greenblatt
DFS
−13
DISCOVER FINL SVCS
exit · Lee Ainslie
EFX
+8
EQUIFAX INC
exit · Terry Smith
ENTG
−2
ENTEGRIS INC
exit · Polen Capital
EPAM
−7
EPAM SYS INC
exit · Polen Capital
EQIX
−8
exit · Bill Nygren
EQT
−11
EQT CORP
exit · Lee Ainslie
ESTC
−7
Elastic
exit · Tom Slater
FIVE9
−3
FIVE9 INC
exit · Howard Marks
FLEX
−8
Flex Ltd
exit · Stanley Druckenmiller
FND
−9
FLOOR & DECOR HLDGS INC
exit · Polen Capital
HELLO
−1
HELLO GROUP INC
exit · Joel Greenblatt
HESS
−10
HESS CORP
exit · Lee Ainslie
IBP
−13
Installed Building Products
exit · Tom Slater
ICE
0
INTERCONTINENTAL EXCHANGE IN
exit · Andreas Halvorsen
INTC
−12
exit · Bill Nygren
INTU
−16
INTUIT
exit · Andreas Halvorsen
IVV
0
ISHARES TR
exit · David Rolfe
JOYY
−7
JOYY INC
exit · Joel Greenblatt
LLY
−10
ELI LILLY & CO
exit · Stephen Mandel
LSXMA
−12
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE
exit · Howard Marks
LVS
−11
LAS VEGAS SANDS CORP
exit · David Tepper
LYFT
−3
LYFT INC
exit · Howard Marks
MBIA
−5
MBIA INC
exit · Joel Greenblatt
MKTX
−9
MGM RESORTS INTERNATIONAL
exit · Prem Watsa
MRK
0
MERCK & CO INC NEW
exit · John Armitage
MTB
−7
M & T BK CORP
exit · Andreas Halvorsen
MU
+20
MICRON TECHNOLOGY INC
exit · Prem Watsa
NEVRO
−7
NEVRO CORP
exit · Joel Greenblatt
NFLX
0
NETFLIX INC
exit · Andreas Halvorsen
NVDA
+16
NVIDIA CORPORATION
exit · Michael Burry
ONITY
−3
ONITY GROUP INC
exit · Howard Marks
P10
−5
P10 INC
exit · Joel Greenblatt
PDD
−12
PDD HOLDINGS INC
exit · Chase Coleman
PDD
−12
PDD HOLDINGS INC
exit · Michael Burry
PGR
−4
PROGRESSIVE CORP
exit · Andreas Halvorsen
Q1 2025
93 exits
8X8
−1
8X8 INC
exit · Howard Marks
ABNB
+1
Airbnb Inc
exit · Tom Slater
ADBE
−5
ADOBE INC
exit · Andreas Halvorsen
ALGN
−9
ALIGN TECHNOLOGY INC
exit · Polen Capital
AMD
−6
ADVANCED MICRO DEVICES INC
exit · David Tepper
AMD
−6
Advanced Micro Devices Inc
exit · Tom Slater
AON
−9
AON PLC
exit · Andreas Halvorsen
APO
−11
APOLLO GLOBAL MGMT INC
exit · Andreas Halvorsen
APTIV
−6
APTIV PLC
exit · Andreas Halvorsen
ARCH
+11
ARCH RESOURCES INC
exit · Joel Greenblatt
ARM
+2
ARM HOLDINGS PLC
exit · Chase Coleman
ARM
+2
Arm Holdings Plc
exit · Stanley Druckenmiller
ATVI
−8
exit · Bill Nygren
BAND
−5
Bandwidth
exit · Tom Slater
BILL
−6
BILL HOLDINGS INC
exit · Joel Greenblatt
BLOCK
−10
BLOCK INC
exit · Stephen Mandel
BRKR
−1
BRUKER CORP
exit · Michael Burry
C
−7
Citigroup Inc
exit · Stanley Druckenmiller
C
−7
CITIGROUP INC
exit · Warren Buffett
CALIX
−6
Calix Inc
exit · Tom Slater
CEG
−8
CONSTELLATION ENERGY CORP
exit · Stephen Mandel
CEIX
+3
CONSOL ENERGY INC NEW
exit · Joel Greenblatt
CEIX
+3
CONSOL ENERGY INC NEW
exit · Mohnish Pabrai
CHEGG
−11
CHEGG INC
exit · Howard Marks
CHTR
−7
CHARTER COMMUNICATIONS INC N
exit · Andreas Halvorsen
CMCSA
−2
COMCAST CORP NEW
exit · Andreas Halvorsen
COPA
−7
COPA HOLDINGS SA
exit · Polen Capital
CPNG
+7
COUPANG INC
exit · Howard Marks
CRM
−9
SALESFORCE INC
exit · Andreas Halvorsen
CSGP
−9
COSTAR GROUP INC
exit · Andreas Halvorsen
DFS
−13
Discover Finl Svcs
exit · Stanley Druckenmiller
DHR
−13
DANAHER CORPORATION
exit · Lee Ainslie
EQIX
−8
ETSY INC
exit · Polen Capital
EQT
−11
EQT CORP
exit · David Tepper
EW
−8
EDWARDS LIFESCIENCES CORP
exit · François Rochon
FEDEX
−7
FEDEX CORP
exit · David Tepper
FERG
−8
FERGUSON ENTERPRISES INC
exit · Lee Ainslie
FERG
−8
FERGUSON ENTERPRISES INC
exit · Polen Capital
GEV
−10
GE VERNOVA INC
exit · Andreas Halvorsen
GEV
−10
Ge Vernova Inc
exit · Stanley Druckenmiller
GOOGL
−22
ALPHABET INC
exit · Andreas Halvorsen
GOOGL
−22
Alphabet Inc
exit · Stanley Druckenmiller
HCA
−8
HCA HEALTHCARE INC
exit · Michael Burry
HPQ
0
HPQ
exit · Warren Buffett
ICE
0
INTERCONTINENTAL EXCHANGE IN
exit · François Rochon
IDEX
−4
IDEX CORP
exit · Terry Smith
INSM
+5
INSMED INC
exit · Howard Marks
INTC
−12
INTEL CORP
exit · David Tepper
IQV
+3
Iqvia Hldgs Inc
exit · Stanley Druckenmiller
J
−9
JACOBS SOLUTIONS INC
exit · François Rochon
KKR
−7
KKR & CO INC
exit · Andreas Halvorsen
LEN
−6
LENNAR CORP
exit · Stephen Mandel
LULU
+4
LULULEMON ATHLETICA INC
exit · Andreas Halvorsen
LYV
−8
Live Nation Entertainment In
exit · Stanley Druckenmiller
MARA
−7
MARA HOLDINGS INC
exit · Howard Marks
MOH
+3
MOLINA HEALTHCARE INC
exit · Michael Burry
MU
+20
Micron Technology Inc
exit · Stanley Druckenmiller
NCINO
−5
NCINO INC
exit · Joel Greenblatt
NIO
−7
NIO INC
exit · Howard Marks
NU
−11
Nu Hldgs Ltd
exit · Stanley Druckenmiller
Q4 2024
67 exits
AAPL
−29
APPLE INC
exit · Andreas Halvorsen
AAPL
−29
APPLE INC
exit · Lee Ainslie
AAPL
−29
Apple
exit · Terry Smith
ADBE
−5
ADOBE INC
exit · David Tepper
ADBE
−5
Adobe Inc
exit · Stanley Druckenmiller
ADSK
−14
Autodesk Inc
exit · Stanley Druckenmiller
AFRM
−9
exit · Bill Nygren
ANGI
−8
ANGI INC
exit · Joel Greenblatt
ANSYS
−9
ANSYS INC
exit · Lee Ainslie
APO
−11
APOLLO GLOBAL MGMT INC
exit · Glenn Greenberg
ARCH
+11
ARCH RESOURCES INC
exit · Mohnish Pabrai
BABA
+33
ALIBABA GROUP HOLDING LTD
exit · Howard Marks
BABA
+33
ALIBABA GROUP HLDG LTD
exit · Joel Greenblatt
BCE
−5
BCE Inc
exit · Tom Slater
BKNG
−14
BOOKING HOLDINGS INC
exit · Stephen Mandel
CACC
−13
CREDIT ACCEP CORP MICH
exit · William von Mueffling
CANOO
−6
CANOO INC
exit · Joel Greenblatt
CB
+20
Chubb Limited
exit · Stanley Druckenmiller
CBRE
−14
CBRE GROUP INC
exit · Andreas Halvorsen
CDW
+3
CDW CORP
exit · William von Mueffling
CHK
−10
CHESAPEAKE ENERGY CORP
exit · David Tepper
CHK
−10
CHESAPEAKE ENERGY CORP
exit · Howard Marks
CPT
0
Camden Ppty Tr
exit · Stanley Druckenmiller
CRH
−1
Crh Plc
exit · Stanley Druckenmiller
CVI
0
CVR ENERGY INC
exit · Joel Greenblatt
CVS
+3
CVS HEALTH CORP
exit · Lee Ainslie
FCX
−9
FREEPORT-MCMORAN INC
exit · Andreas Halvorsen
FIVE
−7
FIVE BELOW INC
exit · Polen Capital
FNF
−5
FIDELITY NATL INFORMATION SV
exit · Seth Klarman
FOUR
+2
SHIFT4 PMTS INC
exit · Michael Burry
GEV
−10
GE VERNOVA INC
exit · Stephen Mandel
GOOGL
−22
ALPHABET INC
exit · Prem Watsa
INTC
−12
INTEL CORP
exit · Prem Watsa
INTC
−12
Intel Corporation
exit · Tom Slater
J
−9
JACOBS SOLUTIONS INC
exit · Seth Klarman
JOYY
−7
JOYY INC
exit · Howard Marks
LLY
−10
ELI LILLY & CO
exit · Andreas Halvorsen
LSXMA
−12
LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA
exit · François Rochon
LVS
−11
LAS VEGAS SANDS CORP
exit · Andreas Halvorsen
MARA
−7
MARA HOLDINGS INC
exit · Joel Greenblatt
MMM
−6
3M CO
exit · Andreas Halvorsen
MTB
−7
M & T Bk Corp
exit · Stanley Druckenmiller
MX
0
MAGNACHIP SEMICONDUCTOR CORP
exit · Joel Greenblatt
NIO
−7
NIO INC
exit · Joel Greenblatt
PETIQ
0
PETIQ INC
exit · Joel Greenblatt
QSR
+4
RESTAURANT BRANDS INTL INC
exit · Prem Watsa
REGN
+5
REGENERON PHARMACEUTICALS
exit · Andreas Halvorsen
ROP
−10
ROPER TECHNOLOGIES INC
exit · Lee Ainslie
SASOL
−6
SASOL LTD
exit · Joel Greenblatt
SBUX
−14
Starbucks Corp
exit · Stanley Druckenmiller
SPG
+2
SPDR S&P 500 ETF TR
exit · Warren Buffett
SPGI
+4
SPDR SER TR
exit · Polen Capital
SYK
0
STRYKER CORP
exit · Terry Smith
TEGNA
−4
TEGNA INC
exit · Prem Watsa
TOAST
−6
TOAST INC
exit · Chase Coleman
TPG
−2
Tpg Inc
exit · Stanley Druckenmiller
TSLA
−12
TESLA INC
exit · Andreas Halvorsen
TXN
−2
TEXAS INSTRS INC
exit · Glenn Greenberg
ULTA
−6
ULTA BEAUTY INC
exit · Warren Buffett
UNH
−4
UNITEDHEALTH GROUP INC
exit · Stephen Mandel
Q3 2024
76 exits
2U
0
2U INC
exit · Joel Greenblatt
AAPL
−29
Apple Inc
exit · Stanley Druckenmiller
ABBV
−6
exit · Bill Nygren
ABNB
+1
AIRBNB INC CL-A
exit · François Rochon
ADBE
−5
Adobe Systems
exit · Tom Slater
AES
−6
Aes Corp
exit · Stanley Druckenmiller
AKILI
0
Akili Inc
exit · Tom Slater
AMAT
−1
APPLIED MATLS INC
exit · Glenn Greenberg
API
−9
API GROUP CORP
exit · Joel Greenblatt
APO
−11
APOLLO GLOBAL MGMT INC
exit · Andreas Halvorsen
ASML
−1
ASML HOLDING N V
exit · Lee Ainslie
AZUL
−6
AZUL SA
exit · Howard Marks
BABA
+33
ALIBABA GROUP HLDG LTD
exit · Prem Watsa
BAKKT
0
BAKKT HOLDINGS INC
exit · Joel Greenblatt
BLDR
−1
Builders Firstsource Inc
exit · Stanley Druckenmiller
BMRN
−2
BIOMARIN PHARMACEUTICAL INC
exit · Howard Marks
BN
+16
BROADCOM INC
exit · Andreas Halvorsen
BRP
−1
BRP INC
exit · Prem Watsa
CEG
−8
CONSTELLATION ENERGY CORP
exit · Howard Marks
CHTR
−7
CHARTER COMMUNICATIONS INC N
exit · Andreas Halvorsen
DOCS
−4
DOXIMITY INC
exit · Polen Capital
EL
−2
Estee Lauder 'A'
exit · Tom Slater
EPAM
−7
EPAM SYS INC
exit · Andreas Halvorsen
EQT
−11
Eqt Corp
exit · Stanley Druckenmiller
FCX
−9
FREEPORT-MCMORAN INC
exit · Polen Capital
FIVE
−7
FIVE BELOW INC
exit · Joel Greenblatt
FIVE9
−3
FIVE9 INC
exit · Andreas Halvorsen
FND
−9
FLOOR & DECOR HLDGS INC
exit · Joel Greenblatt
FND
−9
FLOOR & DECOR HLDGS INC
exit · Warren Buffett
GEVO
−5
GEVO INC
exit · Joel Greenblatt
GOOGL
−22
ALPHABET INC
exit · Lee Ainslie
GRAIL
−8
GRAIL Inc
exit · Tom Slater
HDB
−11
HDFC BANK LTD
exit · Andreas Halvorsen
HLF
−11
HERBALIFE LTD
exit · Joel Greenblatt
HPP
+1
HUDSON PAC PPTYS INC
exit · Michael Burry
IBEX
−5
IBEX LTD
exit · Joel Greenblatt
ICON
−22
ICON PLC
exit · Joel Greenblatt
INSM
+5
INSMED INC
exit · Andreas Halvorsen
IONQ
+2
INTUITIVE SURGICAL INC
exit · Andreas Halvorsen
IQIYI
0
IQIYI INC
exit · Howard Marks
IQV
+3
Iqvia Hldgs Inc
exit · Stanley Druckenmiller
JFROG
−3
JFROG LTD
exit · Joel Greenblatt
LBTYK
−4
Liberty Global Ltd
exit · Stanley Druckenmiller
LPLA
−6
LPL FINL HLDGS INC
exit · Andreas Halvorsen
LSXMA
−12
LIBERTY MEDIA CORP DEL
exit · Seth Klarman
LYV
−8
Live Nation Entertainment In
exit · Stanley Druckenmiller
MA
+13
MASTERCARD INCORPORATED
exit · Stephen Mandel
MACYS
−7
MACYS INC
exit · David Tepper
MBIA
−5
MBIA INC
exit · Joel Greenblatt
MCK
−6
MCKESSON CORP
exit · Andreas Halvorsen
MCK
−6
MCKESSON CORP
exit · Stephen Mandel
META
−4
META PLATFORMS INC
exit · Polen Capital
META
−4
META PLATFORMS INC
exit · Prem Watsa
MSCI
+22
MSCI INC
exit · Lee Ainslie
MU
+20
MICRON TECHNOLOGY INC
exit · Lee Ainslie
NEVRO
−7
NEVRO CORP
exit · Howard Marks
NRG
−6
NRG ENERGY INC
exit · Andreas Halvorsen
NRG
−6
NRG ENERGY INC
exit · Howard Marks
NVE
−8
NVE CORP
exit · Joel Greenblatt
PCOR
−6
PROCORE TECHNOLOGIES INC
exit · Andreas Halvorsen
Q2 2024
80 exits
ADSK
−14
AUTODESK INC
exit · William von Mueffling
AMD
−6
ADVANCED MICRO DEVICES INC
exit · Andreas Halvorsen
BABA
+33
Alibaba
exit · Michael Burry
BABA
+33
ALIBABA GROUP HOLDINGS LTD
exit · Prem Watsa
BABA
+33
Alibaba Group Holding Sponsored ADR
exit · Tom Slater
BAIDU
−6
BAIDU INC
exit · Howard Marks
BLOCK
−10
BLOCK INC
exit · Michael Burry
BP
+1
BP PLC
exit · Michael Burry
BRAZE
−5
BRAZE INC
exit · Joel Greenblatt
BSX
−3
BOSTON SCIENTIFIC CORP
exit · Andreas Halvorsen
C
−7
CITIGROUP INC
exit · Michael Burry
C
−7
Citigroup Inc
exit · Stanley Druckenmiller
CADIZ
−5
CADIZ INC
exit · Joel Greenblatt
CAZOO
0
CAZOO GROUP LTD
exit · Andreas Halvorsen
CEG
−8
Constellation Energy Corp
exit · Stanley Druckenmiller
CHEGG
−11
Chegg
exit · Tom Slater
CIENA
−8
CIENA CORP
exit · François Rochon
COF
−13
Capital One Finl Corp
exit · Stanley Druckenmiller
COHR
+24
COHERENT CORP
exit · François Rochon
CP
−10
CANADIAN PACIFIC KANSAS CITY
exit · Prem Watsa
CRM
−9
SALESFORCE INC
exit · Stephen Mandel
CVI
0
THE CIGNA GROUP
exit · Michael Burry
CVS
+3
CVS HEALTH CORP
exit · Prem Watsa
DHR
−13
DANAHER CORPORATION
exit · Andreas Halvorsen
EATON
−8
Eaton Corp Plc
exit · Stanley Druckenmiller
EPAM
−7
EPAM SYS INC
exit · Stephen Mandel
FTV
−5
Fortive Corp
exit · Tom Slater
GE
+41
GENERAL ELECTRIC CO
exit · Andreas Halvorsen
GE
+41
GENERAL ELECTRIC CO
exit · Prem Watsa
GE
+41
General Electric Co
exit · Stanley Druckenmiller
GOPRO
−11
GOPRO INC
exit · Joel Greenblatt
GS
−6
GOLDMAN SACHS GROUP INC
exit · Lee Ainslie
GSHD
−10
GOOSEHEAD INS INC
exit · Joel Greenblatt
HCA
−8
HCA HEALTHCARE INC
exit · Michael Burry
HHH
−3
Howard Hughes ca
exit · Tom Slater
HTZ
−6
HERTZ GLOBAL HOLDINGS INC
exit · Howard Marks
IT
−12
GARTNER INC
exit · Lee Ainslie
IVV
0
Ishares Tr
exit · Stanley Druckenmiller
JOINT
−7
JOINT CORP
exit · Joel Greenblatt
KAMAN
0
KAMAN CORP
exit · Howard Marks
KAMAN
0
KAMAN CORP
exit · Joel Greenblatt
KBR
−6
Kbr Inc
exit · Stanley Druckenmiller
KEYS
+3
KEURIG DR PEPPER INC
exit · Andreas Halvorsen
LBRDA
0
LABORATORY CORP AMER HLDGS
exit · Joel Greenblatt
LLY
−10
Eli Lilly & Co
exit · Stanley Druckenmiller
LPX
−6
LOUISIANA PAC CORP
exit · Glenn Greenberg
LYFT
−3
LYFT INC
exit · Howard Marks
LYV
−8
LIVE NATION ENTERTAINMENT IN
exit · Stephen Mandel
MA
+13
MASTERCARD INCORPORATED
exit · Andreas Halvorsen
MA
+13
MASTERCARD INCORPORATED
exit · Glenn Greenberg
META
−4
Meta Platforms Inc
exit · Stanley Druckenmiller
NICE
−6
NICE LTD
exit · Howard Marks
NMI
0
NMI HOLDINGS INC
exit · Howard Marks
NRG
−6
Nrg Energy Inc
exit · Stanley Druckenmiller
OXY
+33
Occidental Petroleum Corp Wts
exit · Carl Icahn
OZK
−8
Bank Ozk Little Rock Ark
exit · Stanley Druckenmiller
PDD
−12
PDD HOLDINGS INC
exit · Howard Marks
PHYS
0
SPROTT PHYSICAL GOLD TR
exit · Michael Burry
Q2
−9
Q2 HOLDINGS INC
exit · Howard Marks
SASOL
−6
SASOL LTD
exit · Joel Greenblatt
Q1 2024
9 exits
AMZN
−13
AMAZON COM INC
exit · Michael Burry
BKNG
−14
BOOKING HOLDINGS INC
exit · Michael Burry
BRKR
−1
BRUKER CORP
exit · Michael Burry
CVS
+3
CVS HEALTH CORP
exit · Michael Burry
GOOGL
−22
ALPHABET INC
exit · Michael Burry
MKTX
−9
MGM RESORTS INTERNATIONAL
exit · Michael Burry
ORCL
−13
ORACLE CORP
exit · Michael Burry
TOAST
−6
TOAST INC
exit · Michael Burry
UNIFI
0
UNIFI INC
exit · Jeffrey Ubben
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
How exits are surfaced
Full-exit actions only
We filter the merged 13F move feed for action = “exit” only. “Trim” moves are excluded — a trim means the manager still owns the stock. Exits mean the position went to zero.
“Contrarian exits” are the subset where our current ConvictionScore is still > +20 — i.e. the model disagrees with the capitulation.
Not investment advice. 13F filings are delayed 45 days and report long-only positions. Methodology.