TCW Exited Seagate Technology Holdings PL (STX) in Q4
TCW funds, an investment management company, released its “TCW Relative Value Mid Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,193,063 | $879,337,620 | +9% | 0.52% |
| 2. | 3,020,800 | $831,898,112 | +35% | 0.12% | |
| 3. | 115,000,000 | $386,802,500 | +57% | 7.65% | |
| 4. | 107,500,000 | $361,133,726 | +515% | 0.15% | |
| 5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,229,410 | $338,567,220 | -17% | 1.31% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.28 | 201 | $16,322.11 | 27,375 | 2021-10-07 | Filing | |
| $87.73 | 122 | $10,695.22 | 27,174 | 2021-07-08 | Filing | |
| $44.60 | 725,000 | $32,335,000.00 | 2,225,000 | 2019-02-08 | Filing | |
| $44.42 | 750,000 | $33,315,000.00 | 1,500,000 | 2019-02-07 | Filing | |
| $45.68 | 750,000 | $34,260,000.00 | 750,000 | 2019-02-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $427.97 | 300 | $128,391.00 | 355,591 | 2026-04-01 | Filing | |
| $426.93 | 800 | $341,545.04 | 355,891 | 2026-04-01 | Filing | |
| $425.94 | 1,000 | $425,937.00 | 356,691 | 2026-04-01 | Filing | |
| $424.92 | 1,500 | $637,381.95 | 357,691 | 2026-04-01 | Filing | |
| $423.98 | 1,469 | $622,819.57 | 359,191 | 2026-04-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 61,304 | $24,016,457 | 0.41% | |
| 2. | 32,214 | $12,620,014 | 0.32% | |
| 3. | 32,066 | $12,562,141 | 2.89% | |
| 4. | 13,291 | $5,623,674 | 0.05% | |
| 5. | 6,683 | $2,618,132 | 0.62% |