Portfolio changes · featured 13Fs
Activity
Moves in UNH across featured managers — New / Exit / Add / Reduce.
11 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| UNH | New | Ron Baron - Bamco Inc. (Baron Capital) | +0.01% | opened 0.01% | Q1→Q2 |
| UNH | New | Glenn Greenberg - Brave Warrior Advisors | 0.00% | opened <0.01% | Q1→Q2 |
| UNH | Exit | David Tepper - Appaloosa | −0.41% | was 0.41% | Q1→Q2 |
| UNH | Exit | David Witzke - Avidity Partners Management | −0.21% | was 0.21% | Q1→Q2 |
| 13 Aug 2 | |||||
| UNH | Add | Samantha Mclemore - Patient Capital Management | +1.64% | +0.1% sh | Q1→Q2 |
| UNH | Reduce | Ruane, Cunniff & Goldfarb | +1.29% | −3.1% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| UNH | Add | Senator Investment Group | +2.40% | +433.4% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| UNH | Reduce | Vulcan Value Partners | −5.70% | −92.6% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| UNH | New | Steven Check - Check Capital Management | +0.01% | opened 0.01% | 2026 Q2 restated |
| 31 Jul 1 | |||||
| UNH | Exit | Thomas Gayner - Markel Group | −0.04% | was 0.04% | Q1→Q2 |
| 30 Jul 1 | |||||
| UNH | New | Torray Investment Partners | +0.04% | opened 0.04% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home