Wall Street's 76 Biggest Earnings Winners
Through July 24, 86 percent of the S&P 500 companies that reported second-quarter earnings exceeded analyst expectations, well above the 10-year average of 76 percent.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Trian Partners Nelson Peltz | 8,236,753 | $635,465,494 | 15.02% | |
| 2. | Diamond Hill Capital Ric Dillon | 1,945,121 | $150,066,085 | -20% | 1.2% |
| 3. | Madison Avenue Partners Eli Samaha | 1,741,221 | $134,335,200 | -8% | 5.78% |
| 4. | Millennium Management Israel Englander | 1,199,940 | $92,575,371 | +123% | 0.03% |
| 5. | AQR Capital Management Cliff Asness | 1,082,100 | $83,483,977 | +49% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $68.03 | 1,475 | $100,344.25 | 5,039 | 2026-03-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $73.45 | 8,800,000 | $646,360,000.00 | 25,569,190 | 2025-08-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 16,170,038 | $1,247,518,431 | 8.18% | |
| 2. | 9,761,863 | $753,127,734 | 0.01% | |
| 3. | 9,624,829 | $742,555,557 | 0.02% | |
| 4. | 6,328,641 | $488,254,653 | 0.02% | |
| 5. | 6,307,729 | $486,686,122 | 2.09% |