L3VLUP
Quarter end
30 Jun 2024
the date the book describes
Filed
14 Aug 2024
latest of these filings; the earliest 9 Aug 2024
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 2 listed it in both
Shares listed
7,398,685
combined, among listed positions
Reported value
$71m
combined, at the quarter end

Among the 94 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,035,583.

Managers listing CXM in Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Sachem Head Capital Management LP7,295,000$70m3.49%Added+1,000,00014 Aug 2024 (the filing on sec.gov)
Winton Group Ltd103,685$997k0.07%Added+35,5839 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

024620222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
CXM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20213$9.0mn.a.n.a.
Q3 20212$5.9mn.a.n.a.
Q4 20212$11mn.a.n.a.
Q1 20221$5.3mn.a.n.a.
Q3 20221$696kn.a.n.a.
Q4 20221$311kn.a.n.a.
Q1 20232$6.6mn.a.n.a.
Q2 20235$47mn.a.n.a.
Q3 20233$49mn.a.n.a.
Q4 20234$51m32
Q1 20242$78m20
Q2 20242$71m20
Q3 20241$52m01
Q4 20243$50m21
Q1 20253$54m11
Q2 20254$73m30
Q3 20253$54m11
Q4 20252$46m1612
Q1 20262$39m1811
Q2 20261$2.7m1314

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CXM and GOOGL →CXM and AMZN →CXM and MSFT →Choose a stock to compare with CXM →

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 CXM, latest filings →Back to the 13F Explorer →