Loews Corp. activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
10
Add
3
Reduce
9
Exit
7
29 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| CHKP | New | 0% to 0.18% | $23M | Q1→Q2 |
| LNG | New | 0% to 0.14% | $17M | Q1→Q2 |
| AXP | New | 0% to 0.12% | $15M | Q1→Q2 |
| DHR | New | 0% to 0.11% | $14M | Q1→Q2 |
| GE | New | 0% to 0.10% | $13M | Q1→Q2 |
| ETN | New | 0% to 0.09% | $12M | Q1→Q2 |
| AMTM | New | 0% to 0.08% | $10M | Q1→Q2 |
| FICO | New | 0% to 0.08% | $10M | Q1→Q2 |
| ZTS | New | 0% to 0.08% | $10M | Q1→Q2 |
| LAB | New | 0% to 0.01% | $1M | Q1→Q2 |
| AMZN | Exit | 0.25% to 0% | $29M | Q1→Q2 |
| GOOGL | Exit | 0.20% to 0% | $24M | Q1→Q2 |
| UBER | Exit | 0.18% to 0% | $22M | Q1→Q2 |
| ELV | Exit | 0.12% to 0% | $14M | Q1→Q2 |
| HPQ | Exit | 0.09% to 0% | $11M | Q1→Q2 |
| VST | Exit | 0.09% to 0% | $11M | Q1→Q2 |
| United Parks & Resorts | Exit | 0.03% to 0% | $3.3M | Q1→Q2 |
| BLDR | Add | 0.51% to 0.56% | +5.4% sh | Q1→Q2 |
| AVTR | Add | 0.13% to 0.17% | +10.0% sh | Q1→Q2 |
| CMCSA | Add | 0.08% to 0.08% | +25.0% sh | Q1→Q2 |
| META | Reduce | 0.28% to 0.13% | −52.1% sh | Q1→Q2 |
| IGT | Reduce | 0.15% to 0.05% | −54.8% sh | Q1→Q2 |
| AMCR | Reduce | 0.21% to 0.12% | −43.8% sh | Q1→Q2 |
| COF | Reduce | 0.20% to 0.13% | −36.5% sh | Q1→Q2 |
| URI | Reduce | 0.18% to 0.11% | −40.6% sh | Q1→Q2 |
| BN | Reduce | 0.15% to 0.10% | −31.0% sh | Q1→Q2 |
| NRG | Reduce | 0.18% to 0.15% | −13.3% sh | Q1→Q2 |
| OLN | Reduce | 0.05% to 0.02% | −25.0% sh | Q1→Q2 |
| TEAM | Reduce | 0.42% to 0.42% | −8.1% sh | Q1→Q2 |