- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Aug 2024
- latest of these filings; the earliest 12 Aug 2024
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 7 listed it in both
- Shares listed
- 116,658,971
- combined, among listed positions
- Reported value
- $861m
- combined, at the quarter end
Among the 94 comparable managers: 5 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +10,921,201.
Managers listing ALIT in Q2 2024
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Starboard Value LP | 43,395,000 | $320m | 7.46% | Added | +3,588,000 | 14 Aug 2024 (the filing on sec.gov) |
| Glenview Capital Management LLC | 30,855,773 | $228m | 4.48% | Added | +2,530,900 | 14 Aug 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 18,700,914 | $138m | 0.07% | Trimmed | -359,567 | 14 Aug 2024 (the filing on sec.gov) |
| Greenlight Capital | 11,074,090 | $82m | 4.00% | Trimmed | -453,840 | 14 Aug 2024 (the filing on sec.gov) |
| Capital World Investors | 4,938,272 | $36m | under 0.1% | New | new | 13 Aug 2024 (the filing on sec.gov) |
| Moore Capital Management LP | 3,388,854 | $25m | 0.43% | Added | +346,272 | 14 Aug 2024 (the filing on sec.gov) |
| Man Group PLC | 3,297,363 | $24m | 0.06% | Added | +609,763 | 14 Aug 2024 (the filing on sec.gov) |
| Polen Capital Management LLC | 1,008,705 | $7.4m | under 0.1% | Trimmed | -278,599 | 12 Aug 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Capital World Investorsnew position · 4,938,272 shares now+4,938,272
- Starboard Value LPexisting position · 43,395,000 shares now+3,588,000
- Glenview Capital Management LLCexisting position · 30,855,773 shares now+2,530,900
- Man Group PLCexisting position · 3,297,363 shares now+609,763
- Moore Capital Management LPexisting position · 3,388,854 shares now+346,272
Reductions
- Greenlight Capitalexisting position · 11,074,090 shares now-453,840
- Janus Henderson Group Ltdexisting position · 18,700,914 shares now-359,567
- Polen Capital Management LLCexisting position · 1,008,705 shares now-278,599
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2021 | 4 | $406m | n.a. | n.a. |
| Q4 2021 | 5 | $271m | n.a. | n.a. |
| Q1 2022 | 3 | $150m | n.a. | n.a. |
| Q2 2022 | 3 | $115m | n.a. | n.a. |
| Q3 2022 | 3 | $118m | n.a. | n.a. |
| Q4 2022 | 5 | $217m | n.a. | n.a. |
| Q1 2023 | 12 | $415m | n.a. | n.a. |
| Q2 2023 | 8 | $411m | n.a. | n.a. |
| Q3 2023 | 6 | $307m | n.a. | n.a. |
| Q4 2023 | 6 | $384m | 4 | 2 |
| Q1 2024 | 7 | $1.0bn | 3 | 3 |
| Q2 2024 | 8 | $861m | 5 | 3 |
| Q3 2024 | 9 | $779m | 5 | 3 |
| Q4 2024 | 7 | $769m | 4 | 4 |
| Q1 2025 | 7 | $642m | 5 | 2 |
| Q2 2025 | 7 | $536m | 1 | 6 |
| Q3 2025 | 5 | $264m | 2 | 5 |
| Q4 2025 | 2 | $6.1m | 23 | 11 |
| Q1 2026 | 1 | $634k | 11 | 19 |
| Q2 2026 | 1 | $1.3m | 14 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
ALIT and V →ALIT and MA →ALIT and MCO →Choose a stock to compare with ALIT →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own ALIT, latest filings →Back to the 13F Explorer →