Locking in Gains: Portfolio Discipline Triggers IQVIA Holding (IQV) Trim After Q2 Beat
Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 544,925 | $146,503,086 | -30% | 1.84% |
| 2. | Squarepoint Ops LLC Maxime Fortin (Cio) | 174,662 | $46,957,879 | +494% | 0.05% |
| 3. | Mountain Road Advisors Gordon W Malin | 157,860 | $42,440,661 | -1% | 7.92% |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 80,735 | $21,705,605 | -5% | 0.16% |
| 5. | Running Oak Capital Seth Cogswell | 59,587 | $16,019,964 | +2% | 2.64% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $200.58 | 1,275 | $255,739.50 | 1,275 | 2024-12-03 | Filing | |
| $262.82 | 4 | $1,051.28 | 26,228 | 2021-09-23 | Filing | |
| $245.32 | 13 | $3,189.16 | 20,355 | 2021-07-20 | Filing | |
| $272.93 | 10,000 | $2,729,300.00 | 24,344 | 2021-12-22 | Filing | |
| $176.95 | 63,451 | $11,227,654.45 | 137,410 | 2020-12-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $261.33 | 2,668 | $697,228.44 | 10,890 | 2026-09-02 | Filing | |
| $232.68 | 5,500 | $1,279,740.00 | 13,312 | 2026-08-03 | Filing | |
| $235.27 | 1,855 | $436,425.85 | 1,348 | 2026-07-31 | Filing | |
| $249.16 | 5,000 | $1,245,800.00 | 20,999 | 2026-07-29 | Filing | |
| $245.21 | 558 | $136,827.18 | 2,989 | 2026-07-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,425,490 | $1,185,021,398 | 0.06% | |
| 2. | 4,368,759 | $1,172,808,897 | 1.05% | |
| 3. | 2,668,127 | $717,699,482 | 1.21% | |
| 4. | 2,104,818 | $565,880,403 | 0.02% | |
| 5. | 1,804,944 | $485,248,400 | 0.09% |