Loading…
The sell side of the super-investor 13Fs — names that 2+ managers fully exited or sharply trimmed last quarter. The mirror of the Radar's accumulation. 124 names · 13F as of Aug 15
What this is: where the tracked super-investors are leaving, not entering — aggregated across the 56-manager roster from their latest quarterly 13F. A name needs 2+ managers exiting/trimming to appear, so it's consensus distribution, not one fund rebalancing.
Exited = a manager fully sold out; trimmed = a sharp reduction (with the cut %). Full exits weigh double a trim in the score.
Into weakness / into strength: the price context matters. Gurus dumping a name that's down YTD reads as capitulation (the thesis may have broken); selling one that's up YTD reads as profit-taking (less alarming).
Big caveat: a 13F sale is far noisier than a buy — redemptions, risk limits, and rebalancing all force selling unrelated to a view. Treat this as a "consensus is leaving" flag to investigate, not a short list. 13Fs also lag ~45 days. Not advice.
| Ticker | Sellers | Who's leaving | YTD | Read |
|---|---|---|---|---|
| GOOGL Alphabet Inc. · Communication Services | 1 exited · 8 trim | Andreas HalvorsenBill Ackman -95%Tweedy, Browne Co. -29%Chase Coleman -45%David Abrams -27%+4 | +11% | into strength |
| MSFT Microsoft Corporation · Information Technology | 4 exited · 2 trim | David TepperChris HohnJohn RogersAlex SacerdoteEric Mandelblatt -12%+1 | +2% | mixed |
| AVGO Broadcom Inc. · Information Technology | 3 exited · 2 trim | Daniel LoebStanley DruckenmillerAlap ShahChase Coleman -51%Alex Sacerdote -92% | +14% | into strength |
| INTC Intel Corporation · Information Technology | 3 exited · 2 trim | Stanley DruckenmillerLeopold AschenbrennerLarry RobbinsJohn Rogers -62%Lei Zhang -51% | +178% | into strength |
| GLW Corning Incorporated · Information Technology | 3 exited · 1 trim | David TepperLeopold AschenbrennerAlap ShahLee Ainslie -99% | +90% | into strength |
| HLT Hilton Worldwide Holdings Inc. · Consumer Discretionary | 3 exited · 1 trim | Bill AckmanAlap ShahDavid Craver & Kelly GranatMark Massey -97% | +14% | into strength |
| NFLX Netflix, Inc. · Communication Services | 3 exited · 1 trim | Chase ColemanAlex SacerdoteJonathan AuerbachPhilippe Laffont -32% | -17% | into weakness |
| TRIP Tripadvisor, Inc. · Communication Services | 2 exited · 2 trim | Joel GreenblattLee AinslieJeff Smith -53%Mason Hawkins -51% | -26% | into weakness |
| QSR Restaurant Brands International · Consumer Discretionary | 2 exited · 2 trim | Stanley DruckenmillerEric MandelblattSeth Klarman -16%Keith Meister -20% | +14% | into strength |
| DIS Walt Disney Company (The) · Communication Services | 3 exited | Mason MorfitLee AinslieSteven Romick | -6% | into weakness |
| LITE Lumentum Holdings Inc. · Information Technology | 3 exited | Stanley DruckenmillerAlap ShahChase Coleman | +151% | into strength |
| ROST Ross Stores, Inc. · Consumer Discretionary | 3 exited | Alap ShahLee AinslieSteven Romick | +36% | into strength |
| HON Honeywell International Inc. · Industrials | 3 exited | Joel GreenblattDodge & CoxAlap Shah | +14% | into strength |
| COHR Coherent Corp. · Information Technology | 3 exited | Stanley DruckenmillerAlap ShahScott Ferguson | +77% | into strength |
| CIEN Ciena Corporation · Information Technology | 3 exited | Alap ShahDavid Craver & Kelly GranatAlex Sacerdote | +83% | into strength |
| STZ Constellation Brands, Inc. · Consumer Staples | 3 exited | Warren BuffettLee AinslieMason Hawkins | +1% | mixed |
| Z Zillow Group, Inc. · Real Estate | 3 exited | Joel GreenblattChase ColemanLarry Robbins | -49% | into weakness |
| FIGR Figure Technology Solutions, Inc. · Financials | 3 exited | Stanley DruckenmillerChase ColemanDan Davidowitz | -23% | into weakness |
| SDA SDA | 3 exited | Joel GreenblattTweedy, Browne Co.Bill Nygren | — | mixed |
| CCL1EUR CCL1EUR | 3 exited | Joel GreenblattAndreas HalvorsenJonathan Auerbach | — | mixed |
| CWAN CWAN | 3 exited | Joel GreenblattJeff SmithLei Zhang | — | mixed |
| NTSK NTSK | 3 exited | Lee AinslieChase ColemanJonathan Auerbach | — | mixed |
| ZTS Zoetis Inc. · Health Care | 2 exited · 1 trim | David RolfeTerry SmithDan Davidowitz -92% | -41% | into weakness |
| TWLO Twilio Inc. · Information Technology | 2 exited · 1 trim | Stanley DruckenmillerAndreas HalvorsenScott Ferguson -73% | +67% | into strength |
| NVDA NVIDIA Corporation · Information Technology | 2 exited · 1 trim | Daniel LoebLeopold AschenbrennerAlex Sacerdote -64% | +21% | into strength |
| RBLX Roblox Corporation · Communication Services | 2 exited · 1 trim | Lee AinslieAlex SacerdoteMason Morfit -46% | -53% | into weakness |
| TSM TSM | 5 trim | David Craver & Kelly Granat -93%David Rolfe -18%David Poppe -55%Chris Davis -45%Alex Sacerdote -28% | — | mixed |
| CRM Salesforce, Inc. · Information Technology | 2 exited · 1 trim | Keith MeisterDan DavidowitzWally Weitz -40% | -26% | into weakness |
| CVS CVS Health Corporation · Health Care | 2 exited · 1 trim | Tweedy, Browne Co.Lee AinslieLarry Robbins -41% | +22% | into strength |
| SMH SMH | 2 exited · 1 trim | Daniel LoebLeopold AschenbrennerAlap Shah -39% | — | mixed |
| UNH UnitedHealth Group Incorporated · Health Care | 2 exited · 1 trim | Tom GaynerDavid TepperJonathan Auerbach -32% | +22% | into strength |
| CSGP CoStar Group, Inc. · Real Estate | 2 exited · 1 trim | Chase ColemanKeith MeisterWally Weitz -18% | -52% | into weakness |
| GLD GLD | 2 exited · 1 trim | Daniel LoebSteven RomickDavid Einhorn -16% | — | mixed |
| MDLN Medline Inc. · Health Care | 1 exited · 2 trim | Lee AinslieJoel Greenblatt -95%Andreas Halvorsen -58% | -15% | into weakness |
| COF Capital One Financial Corporation · Financials | 1 exited · 2 trim | David Craver & Kelly GranatWarren Buffett -58%Andreas Halvorsen -76% | -6% | into weakness |
| BABA BABA | 1 exited · 2 trim | Joel GreenblattDavid Tepper -42%Lei Zhang -93% | — | mixed |
| AMAT Applied Materials, Inc. · Information Technology | 4 trim | Philippe Laffont -20%Lee Ainslie -100%Larry Robbins -67%Chris Davis -91% | +97% | into strength |
| AMD Advanced Micro Devices, Inc. · Information Technology | 1 exited · 2 trim | Leopold AschenbrennerDavid Tepper -11%Larry Robbins -54% | +140% | into strength |
| V Visa Inc. · Financials | 1 exited · 2 trim | Philippe LaffontChuck Akre -32%Terry Smith -34% | +4% | mixed |
| APP AppLovin Corporation · Communication Services | 1 exited · 2 trim | Chase ColemanDavid Craver & Kelly Granat -29%Alex Sacerdote -34% | -53% | into weakness |
| BRK BRK | 1 exited · 2 trim | Jonathan AuerbachDavid Poppe -34%Michael Larson -14% | — | mixed |
| AMZN Amazon.com, Inc. · Consumer Discretionary | 1 exited · 2 trim | Terry SmithDaniel Loeb -10%Eric Mandelblatt -15% | +14% | into strength |
| AAPL Apple Inc. · Information Technology | 2 exited | Andreas HalvorsenTerry Smith | +13% | into strength |
| XOM ExxonMobil Holdings Corporation · Energy | 2 exited | Bill NygrenTom Russo | +33% | into strength |
| TMUS T-Mobile US, Inc. · Communication Services | 2 exited | Lee AinslieAndreas Halvorsen | -10% | into weakness |
| MCD McDonald's Corporation · Consumer Discretionary | 2 exited | Lee AinslieSteven Romick | -11% | into weakness |
| BKNG Booking Holdings Inc. · Consumer Discretionary | 2 exited | Lee AinslieDavid Craver & Kelly Granat | -1% | mixed |
| SBUX Starbucks Corporation · Consumer Discretionary | 2 exited | Alap ShahLee Ainslie | +28% | into strength |
| NET Cloudflare, Inc. · Information Technology | 2 exited | Stanley DruckenmillerAlap Shah | +60% | into strength |
| INTU Intuit Inc. · Information Technology | 2 exited | Lee AinslieDan Davidowitz | -48% | into weakness |
| TGT Target Corporation · Consumer Staples | 2 exited | Alap ShahLee Ainslie | +58% | into strength |
| ODFL Old Dominion Freight Line, Inc. · Industrials | 2 exited | David PoppeWally Weitz | +35% | into strength |
| CCI Crown Castle Inc. · Real Estate | 2 exited | Paul SingerChris Davis | -15% | into weakness |
| DD DuPont de Nemours, Inc. · Industrials | 2 exited | Joel GreenblattDodge & Cox | +21% | into strength |
| AKAM Akamai Technologies, Inc. · Information Technology | 2 exited | Scott FergusonLarry Robbins | +43% | into strength |
| CDW CDW Corporation Common Stock · Information Technology | 2 exited | David RolfeWally Weitz | +2% | mixed |
| FIVE Five Below, Inc. · Consumer Discretionary | 2 exited | Alap ShahLee Ainslie | +30% | into strength |
| FPS Forgent Power Solutions, Inc. · Industrials | 2 exited | Andreas HalvorsenJonathan Auerbach | +37% | into strength |
| TEX Terex Corporation · Industrials | 2 exited | Edgar WachenheimLee Ainslie | +27% | into strength |
| AGCO AGCO Corporation · Industrials | 2 exited | Tweedy, Browne Co.Lee Ainslie | -3% | mixed |
| HRB H&R Block, Inc. · Consumer Discretionary | 2 exited | Li LuLee Ainslie | +24% | into strength |
| CON Concentra Group Holdings Parent, Inc. · Health Care | 2 exited | Joel GreenblattLee Ainslie | +80% | into strength |
| SITE SiteOne Landscape Supply, Inc. · Industrials | 2 exited | Joel GreenblattDavid Poppe | -21% | into weakness |
| DAVE Dave Inc. · Financials | 2 exited | Lee AinslieDan Davidowitz | +51% | into strength |
| LMND Lemonade, Inc. · Financials | 2 exited | Lee AinslieDan Davidowitz | -26% | into weakness |
| LION Lionsgate Studios Corp. · Communication Services | 2 exited | Keith MeisterLarry Robbins | +31% | into strength |
| SMG The Scotts Miracle-Gro Company · Materials | 2 exited | Tom GaynerSteven Romick | +4% | mixed |
| STUB StubHub Holdings, Inc. · Communication Services | 2 exited | Stanley DruckenmillerLee Ainslie | -33% | into weakness |
| TMDX TransMedics Group, Inc. · Health Care | 2 exited | Joel GreenblattDan Davidowitz | -27% | into weakness |
| NOG Northern Oil and Gas, Inc. · Energy | 2 exited | Joel GreenblattLee Ainslie | +14% | into strength |
| FIGS FIGS, Inc. · Consumer Discretionary | 2 exited | Joel GreenblattDan Davidowitz | +29% | into strength |
| HCI HCI Group, Inc. · Financials | 2 exited | Tweedy, Browne Co.Dan Davidowitz | -4% | mixed |
| TRUP Trupanion, Inc. · Financials | 2 exited | Joel GreenblattLee Ainslie | -18% | into weakness |
| WINA Winmark Corporation · Consumer Discretionary | 2 exited | Lee AinslieDan Davidowitz | -13% | into weakness |
| EMBC Embecta Corp. · Health Care | 2 exited | Joel GreenblattTweedy, Browne Co. | -57% | into weakness |
| MASI* MASI* | 2 exited | Joel GreenblattQuentin Koffey | — | mixed |
| CTRA CTRA | 2 exited | Joel GreenblattChris Davis | — | mixed |
| APLSUSD APLSUSD | 2 exited | Joel GreenblattDerrick Tang | — | mixed |
| SLNOEUR SLNOEUR | 2 exited | Joel GreenblattDerrick Tang | — | mixed |
| PSKY PSKY | 2 exited | Joel GreenblattJohn Rogers | — | mixed |
| SES SES | 2 exited | Joel GreenblattDan Davidowitz | — | mixed |
| CLS CLS | 2 exited | Stanley DruckenmillerAndreas Halvorsen | — | mixed |
| SATS SATS | 2 exited | Stanley DruckenmillerScott Ferguson | — | mixed |
| MELI MELI | 2 exited | Stanley DruckenmillerLee Ainslie | — | mixed |
| BSX Boston Scientific Corporation · Health Care | 1 exited · 1 trim | David Craver & Kelly GranatDan Davidowitz -99% | -46% | into weakness |
| CHTR Charter Communications, Inc. · Communication Services | 1 exited · 1 trim | Lee AinslieBill Nygren -98% | -26% | into weakness |
| FDX FedEx Corporation · Industrials | 1 exited · 1 trim | Lee AinslieTweedy, Browne Co. -85% | +44% | into strength |
| AA Alcoa Corporation · Materials | 1 exited · 1 trim | Dan DavidowitzStanley Druckenmiller -88% | -6% | into weakness |
| PDD PDD | 1 exited · 1 trim | David TepperLei Zhang -88% | — | mixed |
| TSLA Tesla, Inc. · Consumer Discretionary | 1 exited · 1 trim | Steven RomickAndreas Halvorsen -78% | -24% | into weakness |
| ROKU Roku, Inc. · Communication Services | 1 exited · 1 trim | Lee AinslieStanley Druckenmiller -75% | +45% | into strength |
| BIO Bio-Rad Laboratories, Inc. · Health Care | 1 exited · 1 trim | Mason HawkinsJonathan Auerbach -77% | +18% | into strength |
| AQN AQN | 1 exited · 1 trim | Joel GreenblattJohn Rogers -66% | — | mixed |
| ARM ARM | 1 exited · 1 trim | Alex SacerdoteStanley Druckenmiller -74% | — | mixed |
| HUM Humana Inc. · Health Care | 1 exited · 1 trim | Stanley DruckenmillerJonathan Auerbach -60% | +52% | into strength |
| QCOM QUALCOMM Incorporated · Information Technology | 1 exited · 1 trim | Bill SmeadDavid Tepper -50% | -3% | mixed |
| EBAY eBay Inc. · Consumer Discretionary | 1 exited · 1 trim | Dodge & CoxBill Smead -54% | +18% | into strength |
| WCC WESCO International, Inc. · Industrials | 1 exited · 1 trim | Lee AinslieSeth Klarman -54% | +48% | into strength |
| CHYM Chime Financial, Inc. · Financials | 1 exited · 1 trim | Philippe LaffontChase Coleman -52% | +27% | into strength |
| FLR Fluor Corporation · Industrials | 1 exited · 1 trim | Dan DavidowitzJeff Smith -45% | +32% | into strength |
| MU Micron Technology, Inc. · Information Technology | 1 exited · 1 trim | Stanley DruckenmillerDavid Tepper -41% | +240% | into strength |
| PM Philip Morris International Inc · Consumer Staples | 1 exited · 1 trim | Alap ShahTerry Smith -44% | +19% | into strength |
| ORLY O'Reilly Automotive, Inc. · Consumer Discretionary | 1 exited · 1 trim | Steven RomickChuck Akre -44% | -0% | mixed |
| JD JD | 1 exited · 1 trim | David TepperChase Coleman -41% | — | mixed |
| GOOG Alphabet Inc. · Communication Services | 3 trim | Bill Ackman -95%Philippe Laffont -19%Wally Weitz -18% | +9% | into strength |
| SNDK Sandisk Corporation · Information Technology | 1 exited · 1 trim | David TepperAlex Sacerdote -25% | +591% | into strength |
| KKR KKR & Co. Inc. · Financials | 1 exited · 1 trim | David Craver & Kelly GranatChuck Akre -26% | -11% | into weakness |
| KR Kroger Company (The) · Consumer Staples | 1 exited · 1 trim | Lee AinslieWarren Buffett -22% | -9% | into weakness |
| GL Globe Life Inc. · Financials | 1 exited · 1 trim | Lee AinslieTweedy, Browne Co. -20% | +29% | into strength |
| META Meta Platforms, Inc. · Communication Services | 1 exited · 1 trim | Daniel LoebTom Gayner -6% | -11% | into weakness |
| BAC Bank of America Corporation · Financials | 1 exited · 1 trim | Li LuWarren Buffett -6% | +17% | into strength |
| OXY Occidental Petroleum Corporation · Energy | 1 exited · 1 trim | Li LuBill Smead -7% | +42% | into strength |
| TLN Talen Energy Corporation · Utilities | 1 exited · 1 trim | David Craver & Kelly GranatScott Ferguson -11% | -3% | mixed |
| ARW Arrow Electronics, Inc. · Information Technology | 1 exited · 1 trim | Jonathan AuerbachEdgar Wachenheim -7% | +94% | into strength |
| SNPS Synopsys, Inc. · Information Technology | 2 trim | Philippe Laffont -58%Dan Davidowitz -94% | -10% | into weakness |
| JPM JP Morgan Chase & Co. · Financials | 2 trim | Edgar Wachenheim -37%Tom Russo -83% | +13% | into strength |
| BN BN | 2 trim | Chuck Akre -29%David Craver & Kelly Granat -93% | — | mixed |
| AEP American Electric Power Company, Inc. · Utilities | 2 trim | Carl Icahn -64%Eric Mandelblatt -14% | +9% | into strength |
| CNC Centene Corporation · Health Care | 2 trim | David Einhorn -40%Larry Robbins -41% | +64% | into strength |
| CRS Carpenter Technology Corporatio · Materials | 2 trim | Daniel Loeb -31%David Craver & Kelly Granat -47% | +73% | into strength |
| PG Procter & Gamble Company (The) · Consumer Staples | 2 trim | Tom Russo -29%Terry Smith -38% | +1% | mixed |
| ADI Analog Devices, Inc. · Information Technology | 2 trim | David Poppe -45%Wally Weitz -20% | +44% | into strength |
| UNP Union Pacific Corporation · Industrials | 2 trim | Seth Klarman -23%Keith Meister -33% | +27% | into strength |
| WAB Westinghouse Air Brake Technolo · Industrials | 2 trim | Stanley Druckenmiller -40%Steven Romick -27% | +40% | into strength |