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CCK · LRCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CCK
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterCCKLRCX
Q3 202014 holders, $1.8bnnone listed holders, n.a.
Q4 202018 holders, $2.2bnnone listed holders, n.a.
Q1 202124 holders, $2.2bnnone listed holders, n.a.
Q2 202118 holders, $2.2bnnone listed holders, n.a.
Q3 202115 holders, $2.2bnnone listed holders, n.a.
Q4 202114 holders, $1.9bnnone listed holders, n.a.
Q1 202212 holders, $2.4bnnone listed holders, n.a.
Q2 202215 holders, $2.0bnnone listed holders, n.a.
Q3 202210 holders, $1.6bnnone listed holders, n.a.
Q4 202214 holders, $1.3bnnone listed holders, n.a.
Q1 202313 holders, $1.7bnnone listed holders, n.a.
Q2 202314 holders, $1.3bnnone listed holders, n.a.
Q3 202315 holders, $1.2bnnone listed holders, n.a.
Q4 202318 holders, $1.6bnnone listed holders, n.a.
Q1 202415 holders, $1.2bnnone listed holders, n.a.
Q2 202414 holders, $1.2bnnone listed holders, n.a.
Q3 202419 holders, $2.0bn2 holders, $624m
Q4 202414 holders, $1.3bn41 holders, $9.6bn
Q1 202519 holders, $1.4bn40 holders, $9.3bn
Q2 202518 holders, $1.9bn35 holders, $11.4bn
Q3 202515 holders, $1.5bn40 holders, $17.6bn
Q4 202515 holders, $2.2bn37 holders, $29.2bn
Q1 202616 holders, $2.1bn43 holders, $36.2bn
Q2 202615 holders, $2.0bn45 holders, $73.9bn
CCK

Crown HLDGS Inc

Holders
15
Reported value
$1.2bn
Buyers
10
Sellers
6

Breadth +4 among 93 comparable managers.

LRCX

Lam Research Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Who holds both, Q1 2024

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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