L3VLUP
Quarter end
30 Sep 2025
the date the book describes
Filed
14 Nov 2025
latest of these filings; the earliest 14 Nov 2025
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q2 2025 and Q3 2025; 3 listed it in both
Shares listed
15,081,172
combined, among listed positions
Reported value
$237m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SHC in Q3 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Sachem Head Capital Management LP7,910,000$124m3.51%Held014 Nov 2025 (the filing on sec.gov)
Janus Henderson Group Ltd6,459,868$102munder 0.1%Added+406,65714 Nov 2025 (the filing on sec.gov)
Woodline Partners LP530,724$8.3munder 0.1%Newnew14 Nov 2025 (the filing on sec.gov)
Greenlight Capital180,580$2.8m0.11%Trimmed-53,11014 Nov 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2025 to Q3 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

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.
6 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

02468202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SHC by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20208$254mn.a.n.a.
Q1 20217$177mn.a.n.a.
Q2 20214$124mn.a.n.a.
Q3 20211$53mn.a.n.a.
Q4 20212$48mn.a.n.a.
Q1 20222$80mn.a.n.a.
Q2 20222$30mn.a.n.a.
Q3 20222$1.2mn.a.n.a.
Q4 20221$28mn.a.n.a.
Q1 20232$65mn.a.n.a.
Q2 20232$119mn.a.n.a.
Q3 20233$137mn.a.n.a.
Q4 20233$198m31
Q1 20246$332m50
Q2 20246$348m13
Q3 20246$493m24
Q4 20245$245m23
Q1 20253$182m11
Q2 20254$162m21
Q3 20254$237m21
Q4 20256$389m238
Q1 20266$366m2110
Q2 20266$720m1314

Compare with…

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

SHC and UNH →SHC and ELV →SHC and CI →Choose a stock to compare with SHC →

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