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GBX · 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.

GBXLRCX
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.
  • GBX
  • LRCX
0204060202120222023202420252026
Holders and value by quarter
QuarterGBXLRCX
Q3 20202 holders, $2.6mnone listed holders, n.a.
Q4 20203 holders, $4.3mnone listed holders, n.a.
Q1 20211 holders, $2.2mnone listed holders, n.a.
Q2 20211 holders, $2.0mnone listed holders, n.a.
Q3 20211 holders, $2.0mnone listed holders, n.a.
Q4 20211 holders, $797knone listed holders, n.a.
Q1 20221 holders, $969knone listed holders, n.a.
Q2 20222 holders, $4.1mnone listed holders, n.a.
Q3 20221 holders, $1.0mnone listed holders, n.a.
Q4 20221 holders, $1.1mnone listed holders, n.a.
Q1 20233 holders, $18mnone listed holders, n.a.
Q2 20232 holders, $8.8mnone listed holders, n.a.
Q3 20233 holders, $8.7mnone listed holders, n.a.
Q4 20233 holders, $19mnone listed holders, n.a.
Q1 20244 holders, $39mnone listed holders, n.a.
Q2 20243 holders, $11mnone listed holders, n.a.
Q3 20243 holders, $9.5m2 holders, $624m
Q4 20242 holders, $8.5m41 holders, $9.6bn
Q1 20254 holders, $11m40 holders, $9.3bn
Q2 20252 holders, $7.5m35 holders, $11.4bn
Q3 20252 holders, $8.2m40 holders, $17.6bn
Q4 20252 holders, $8.7m37 holders, $29.2bn
Q1 20262 holders, $8.0m43 holders, $36.2bn
Q2 20263 holders, $9.1m45 holders, $73.9bn
GBX

Greenbrier Cos Inc

Holders
3
Reported value
$9.5m
Buyers
0
Sellers
3

Breadth -3 among 94 comparable managers.

Industrials
LRCX

Lam Research Corp

New listing

Holders
2
Reported value
$624m
Buyers
2
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

IndustrialsAI infrastructure and semiconductors · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 2024

Among the 5 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 GBX (3)

Caxton Associates LLP, GAMCO Investors Inc, PDT Partners LLC

Only LRCX (2)

T. Rowe Price Associates Inc, Tudor Investment Corp

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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