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VYX · SNDK 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.

VYXSNDK
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • VYX
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterVYXSNDK
Q3 20208 holders, $296mnone listed holders, n.a.
Q4 20207 holders, $473mnone listed holders, n.a.
Q1 20218 holders, $452mnone listed holders, n.a.
Q2 20219 holders, $439mnone listed holders, n.a.
Q3 20216 holders, $396mnone listed holders, n.a.
Q4 20214 holders, $229mnone listed holders, n.a.
Q1 20226 holders, $448mnone listed holders, n.a.
Q2 202210 holders, $460mnone listed holders, n.a.
Q3 20229 holders, $219mnone listed holders, n.a.
Q4 20227 holders, $298mnone listed holders, n.a.
Q1 20236 holders, $254mnone listed holders, n.a.
Q2 20237 holders, $268mnone listed holders, n.a.
Q3 20234 holders, $247mnone listed holders, n.a.
Q4 20233 holders, $164mnone listed holders, n.a.
Q1 20242 holders, $116mnone listed holders, n.a.
Q2 20241 holders, $78mnone listed holders, n.a.
Q3 20243 holders, $102mnone listed holders, n.a.
Q4 20241 holders, $80mnone listed holders, n.a.
Q1 20253 holders, $7.4m7 holders, $1.3bn
Q2 20252 holders, $5.0m14 holders, $1.6bn
Q3 20251 holders, $4.6m19 holders, $4.2bn
Q4 20252 holders, $5.0m27 holders, $9.8bn
Q1 20261 holders, $2.0m38 holders, $19.8bn
Q2 20262 holders, $72m41 holders, $55.4bn
VYX

NCR Corp New

Holders
1
Reported value
$78m
Buyers
1
Sellers
0

Breadth +1 among 94 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

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

No cross-section for this quarter.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q2 2024

Among the 1 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only VYX (1)

Engaged Capital LLC

Only SNDK (0)

None.

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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