What big investors reported

What changed since the prior report

Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.

PUT and CALL are contract labels, not common-share holdings. A 13F reports these option rows but does not establish whether the strategy is bullish, bearish, hedged, or part of a spread. It also does not reveal strike, expiry, premium, or the rest of the manager's book.

• CALLKRATOS DEFENSE & SEC SOLUTIO$32.8 M
  LARGER REPORTED AMOUNT657,800 shCALL is the filed contract type.
• PUTKRATOS DEFENSE & SEC SOLUTIO$26.0 M
  LARGER REPORTED AMOUNT521,900 shPUT is the filed contract type.
• CALLBIRK BIRKENSTOCK HOLDING PLC$13.1 M
  LARGER REPORTED AMOUNT305,000 shCALL is the filed contract type.
• CALLCITIZENS FINL GROUP INC$10.3 M
  SMALLER REPORTED AMOUNT147,500 shCALL is the filed contract type.
• CALLSENSATA TECHNOLOGIES HLDG PL$10.3 M
  LARGER REPORTED AMOUNT215,700 shCALL is the filed contract type.
• CALLENS ENERSYS$8.9 M
  SMALLER REPORTED AMOUNT38,200 shCALL is the filed contract type.
• PUTOC OWENS CORNING NEW$8.8 M
  SMALLER REPORTED AMOUNT55,200 shPUT is the filed contract type.
• CALLPENSKE AUTOMOTIVE GRP INC$8.7 M
  LARGER REPORTED AMOUNT48,600 shCALL is the filed contract type.
• PUTCITIZENS FINL GROUP INC$7.6 M
  LARGER REPORTED AMOUNT108,100 shPUT is the filed contract type.
• PUTBIRK BIRKENSTOCK HOLDING PLC$7.0 M
  LARGER REPORTED AMOUNT162,900 shPUT is the filed contract type.

24 more option comparison rows in this filing.