NEUBERGER BERMAN GROUP LLC

NEW YORK, NY · CIK 1465109 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNEUBERGER BERMAN GROUP LLC (US)

$149.9bn reported value +14.1% vs Q1 2026

2,283positions

23.1%in top 10

214 new 1,150 added 846 reduced 87 sold out vs Q1 2026

Options: 16 call positions ($123.6m notional), 41 put positions ($352.0m notional) – listed below, not included above.

This report includes the holdings of 7 other managers that share the investment decisions:

NB ALTERNATIVES ADVISERS LLC – reports through this filing
NEUBERGER BERMAN ASIA LTD – reports through this filing
NEUBERGER BERMAN CANADA ULC – reports through this filing
NEUBERGER BERMAN INVESTMENT ADVISERS LLC – reports through this filing
NEUBERGER BERMAN TAIWAN (SITE) LTD – reports through this filing
NEUBERGER BERMAN TRUST CO N.A. – reports through this filing
NEUBERGER BERMAN TRUST CO OF DELAWARE N.A. – reports through this filing

Also in the report of:

CARY STREET PARTNERS INVESTMENT ADVISORY LLC – $25.7m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	30,582,784	$6.1bn4.08%	4.08%	Added +1.4m	+1,415,407 4.8%
2	APPLE INC COM AAPL	AAPL	17,364,966	$5.0bn3.35%	3.35%	Added +1.5m	+1,463,068 9.2%
3	AMAZON COM INC COM AMZN	AMZN	19,353,814	$4.6bn3.08%	3.08%	Added +1.8m	+1,843,791 10.5%
4	MICROSOFT CORP COM MSFT	MSFT	10,608,282	$4.0bn2.64%	2.64%	Reduced -777.1k	-777,101 -6.8%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,967,022	$3.6bn2.38%	2.38%	Added +431.9k	+431,886 4.5%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	8,752,111	$3.1bn2.06%	2.06%	Added +186.9k	+186,867 2.2%
7	JPMORGAN CHASE & CO COM JPM	JPM	7,975,997	$2.6bn1.74%	1.74%	Added +89.5k	+89,456 1.1%
8	ELI LILLY & CO COM LLY	LLY	1,697,061	$2.0bn1.36%	1.36%	Reduced -35.6k	-35,588 -2.0%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	2,690,124	$2.0bn1.34%	1.34%	Added +391.5k	+391,477 17.0%
10	BROADCOM INC COM AVGO	AVGO	4,088,730	$1.5bn1.03%	1.03%	Reduced -115.7k	-115,659 -2.8%
11	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	754,422	$1.5bn1.00%	1.00%	Added +29.4k	+29,442 4.1%
12	META PLATFORMS INC CL A META	META	2,500,148	$1.4bn0.94%	0.94%	Added +30.7k	+30,651 1.2%
13	HOME DEPOT INC COM HD	HD	3,663,875	$1.3bn0.86%	0.86%	Reduced -219.8k	-219,806 -5.7%
14	NEXTERA ENERGY INC COM NEE	NEE	13,420,559	$1.2bn0.79%	0.79%	Reduced -392.7k	-392,702 -2.8%
15	ANALOG DEVICES INC COM ADI	ADI	2,847,987	$1.1bn0.75%	0.75%	Added +250.0k	+250,032 9.6%
16	AMPHENOL CORP CL A APH	APH	5,989,750	$1.1bn0.70%	0.70%	Added +83.6k	+83,573 1.4%
17	MICRON TECHNOLOGY INC COM MU	MU	909,205	$1.0bn0.70%	0.70%	Reduced -135.8k	-135,766 -13.0%
18	JOHNSON & JOHNSON COM JNJ	JNJ	4,126,113	$1.0bn0.70%	0.70%	Added +483.6k	+483,573 13.3%
19	VISA INC COM CL A V	V	3,000,800	$1.0bn0.69%	0.69%	Reduced -98.1k	-98,091 -3.2%
20	GE AEROSPACE COM NEW GE	GE	2,645,684	$988.8m0.66%	0.66%	Reduced -24.7k	-24,684 -0.9%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,902,101	$951.4m0.63%	0.63%	Added +251.9k	+251,927 15.3%
22	INTEL CORP COM INTC	INTC	6,573,029	$914.5m0.61%	0.61%	Reduced -839.6k	-839,642 -11.3%
23	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,498,054	$870.1m0.58%	0.58%	Reduced -1.0m	-1,043,228 -41.0%
24	CATERPILLAR INC COM CAT	CAT	810,361	$862.3m0.58%	0.58%	Reduced -55.5k	-55,518 -6.4%
25	WILLIAMS COS INC COM WMB	WMB	11,544,576	$858.3m0.57%	0.57%	Added +33.1k	+33,135 0.3%
26	EXXON MOBIL CORP COM XOM	XOM	6,261,900	$856.0m0.57%	0.57%	Reduced -3.7k	-3,693 -0.1%
27	APPLIED MATLS INC COM AMAT	AMAT	1,171,023	$844.2m0.56%	0.56%	Added +150.5k	+150,469 14.7%
28	COSTCO WHSL CORP NEW COM COST	COST	880,718	$823.9m0.55%	0.55%	Reduced -11.5k	-11,504 -1.3%
29	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,906,237	$791.6m0.53%	0.53%	Added +22.3k	+22,287 1.2%
30	TARGA RES CORP COM TRGP	TRGP	2,693,151	$722.2m0.48%	0.48%	Reduced -16.7k	-16,745 -0.6%
31	NEUBERGER BERMAN ETF TRUST CORE EQUITY ETF NBCR	NBCR	20,905,386	$698.9m0.47%	0.47%	Reduced -1.2m	-1,164,566 -5.3%
32	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,580,708	$685.0m0.46%	0.46%	Added +117.7k	+117,662 8.0%
33	MASTERCARD INCORPORATED CL A MA	MA	1,314,796	$675.1m0.45%	0.45%	Reduced -153.0k	-152,953 -10.4%
34	LINDE PLC SHS LIN	LIN	1,274,638	$661.2m0.44%	0.44%	Added +25.1k	+25,119 2.0%
35	CISCO SYS INC COM CSCO	CSCO	5,602,513	$658.1m0.44%	0.44%	Reduced -278.7k	-278,734 -4.7%
36	TJX COS INC NEW COM TJX	TJX	4,179,892	$633.2m0.42%	0.42%	Reduced -180.0k	-179,996 -4.1%
37	EATON CORP PLC SHS ETN	ETN	1,467,698	$625.4m0.42%	0.42%	Reduced -28.9k	-28,937 -1.9%
38	CSX CORP COM CSX	CSX	13,098,959	$622.9m0.42%	0.42%	Added +840.9k	+840,905 6.9%
39	ORACLE CORP COM ORCL	ORCL	4,119,442	$603.7m0.40%	0.40%	Reduced -439.7k	-439,663 -9.6%
40	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,262,210	$602.2m0.40%	0.40%	Reduced -10.6k	-10,641 -0.8%
41	UNITED RENTALS INC COM URI	URI	517,484	$586.0m0.39%	0.39%	Added +46.2k	+46,189 9.8%
42	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	845,691	$580.8m0.39%	0.39%	Added +81.2k	+81,158 10.6%
43	UNION PAC CORP COM UNP	UNP	2,066,771	$562.2m0.38%	0.38%	Added +275.0k	+275,004 15.3%
44	AON PLC SHS CL A AON	AON	1,691,729	$561.1m0.37%	0.37%	Reduced -166.1k	-166,105 -8.9%
45	UBER TECHNOLOGIES INC COM UBER	UBER	7,722,584	$557.3m0.37%	0.37%	Added +1.1m	+1,100,255 16.6%
46	GE VERNOVA INC COM GEV	GEV	462,934	$543.8m0.36%	0.36%	Added +129.7k	+129,740 38.9%
47	MORGAN STANLEY COM NEW MS	MS	2,597,715	$543.0m0.36%	0.36%	Added +214.4k	+214,361 9.0%
48	TEXAS INSTRS INC COM TXN	TXN	1,775,520	$527.7m0.35%	0.35%	Added +236.4k	+236,394 15.4%
49	WALMART INC COM WMT	WMT	4,653,662	$527.3m0.35%	0.35%	Added +24.0k	+24,045 0.5%
50	MCDONALDS CORP COM MCD	MCD	1,931,973	$522.2m0.35%	0.35%	Reduced -8.6k	-8,581 -0.4%
51	ASTRAZENECA PLC ORD AZN	AZN	2,746,590	$519.9m0.35%	0.35%	Added +111.6k	+111,576 4.2%
52	MKS INC. COM MKSI	MKSI	1,165,068	$518.2m0.35%	0.35%	Reduced -268.5k	-268,461 -18.7%
53	BOEING CO COM BA	BA	2,346,066	$507.6m0.34%	0.34%	Added +100.1k	+100,073 4.5%
54	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	13,560,232	$498.5m0.33%	0.33%	Reduced -80.3k	-80,311 -0.6%
55	CHEVRON CORP NEW COM CVX	CVX	2,991,482	$496.2m0.33%	0.33%	Reduced -211.7k	-211,708 -6.6%
56	NETFLIX INC COM NFLX	NFLX	6,917,871	$494.0m0.33%	0.33%	Reduced -527.2k	-527,197 -7.1%
57	CME GROUP INC COM CME	CME	2,109,647	$465.7m0.31%	0.31%	Reduced -22.9k	-22,899 -1.1%
58	CHENIERE ENERGY INC COM NEW LNG	LNG	1,934,884	$462.5m0.31%	0.31%	Reduced -117.4k	-117,393 -5.7%
59	CENTERPOINT ENERGY INC COM CNP	CNP	10,338,008	$455.3m0.30%	0.30%	Reduced -15.5k	-15,506 -0.1%
60	MERCK & CO INC COM MRK	MRK	3,533,955	$454.2m0.30%	0.30%	Added +253.1k	+253,104 7.7%
61	UNITEDHEALTH GROUP INC COM UNH	UNH	1,073,625	$446.4m0.30%	0.30%	Added +295.7k	+295,659 38.0%
62	T-MOBILE US INC COM TMUS	TMUS	2,635,413	$442.1m0.29%	0.29%	Reduced -1.3m	-1,301,045 -33.0%
63	SOUTHERN COPPER CORP COM SCCO	SCCO	2,530,481	$440.5m0.29%	0.29%	Reduced -78.5k	-78,511 -3.0%
64	DT MIDSTREAM INC COMMON STOCK DTM	DTM	2,989,882	$438.8m0.29%	0.29%	Added +52.5k	+52,474 1.8%
65	S&P GLOBAL INC COM SPGI	SPGI	1,097,962	$437.7m0.29%	0.29%	Reduced -291.8k	-291,785 -21.0%
66	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	571,450	$436.1m0.29%	0.29%	Reduced -112.4k	-112,357 -16.4%
67	BLACKSTONE INC COM BX	BX	3,704,747	$435.9m0.29%	0.29%	Reduced -472.6k	-472,629 -11.3%
68	SANDISK CORP COM SNDK	SNDK	191,390	$434.2m0.29%	0.29%	Reduced -40.3k	-40,340 -17.4%
69	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	4,601,941	$401.3m0.27%	0.27%	Added +868.9k	+868,893 23.3%
70	BANK AMERICA CORP COM BAC	BAC	6,976,270	$397.7m0.27%	0.27%	Reduced -494.6k	-494,623 -6.6%
71	WESTERN DIGITAL CORP COM WDC	WDC	621,485	$397.0m0.26%	0.26%	Added +165.2k	+165,240 36.2%
72	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,321,907	$393.5m0.26%	0.26%	Added +1.1m	+1,052,098 389.9%
73	CONSTELLATION ENERGY CORP COM CEG	CEG	1,555,334	$386.3m0.26%	0.26%	Added +278.3k	+278,263 21.8%
74	GOLDMAN SACHS GROUP INC COM GS	GS	368,372	$372.6m0.25%	0.25%	Added +14.0k	+14,038 4.0%
75	PALO ALTO NETWORKS INC COM PANW	PANW	1,077,767	$367.5m0.25%	0.25%	Reduced -33.0k	-33,032 -3.0%
76	RTX CORPORATION COM RTX	RTX	1,930,153	$366.2m0.24%	0.24%	Added +28.5k	+28,463 1.5%
77	NVENT ELECTRIC PLC SHS NVT	NVT	2,142,630	$363.4m0.24%	0.24%	Reduced -396.1k	-396,067 -15.6%
78	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,127,228	$363.2m0.24%	0.24%	New
79	DANAHER CORPORATION COM DHR	DHR	1,853,198	$353.1m0.24%	0.24%	Reduced -881.3k	-881,303 -32.2%
80	CORNING INC COM GLW	GLW	1,328,672	$339.4m0.23%	0.23%	Added +396.5k	+396,476 42.5%
81	CUMMINS INC COM CMI	CMI	476,978	$339.4m0.23%	0.23%	Reduced -10.6k	-10,580 -2.2%
82	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	667,506	$334.7m0.22%	0.22%	Reduced -218.1k	-218,064 -24.6%
83	CENCORA INC COM COR	COR	1,174,269	$332.2m0.22%	0.22%	Added +426.8k	+426,800 57.1%
84	PNC FINL SVCS GROUP INC COM PNC	PNC	1,339,181	$329.8m0.22%	0.22%	Added +65.9k	+65,923 5.2%
85	PROGRESSIVE CORP COM PGR	PGR	1,493,800	$326.5m0.22%	0.22%	Reduced -205.9k	-205,869 -12.1%
86	FIRSTENERGY CORP COM FE	FE	6,840,128	$325.3m0.22%	0.22%	Reduced -1.1m	-1,081,346 -13.7%
87	ABBVIE INC COM ABBV	ABBV	1,279,175	$321.9m0.21%	0.21%	Added +44.3k	+44,339 3.6%
88	FREEPORT-MCMORAN INC CL B FCX	FCX	5,090,048	$319.5m0.21%	0.21%	Added +240.9k	+240,921 5.0%
89	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	16,691,083	$319.1m0.21%	0.21%	Added +851.3k	+851,267 5.4%
90	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	826,969	$314.4m0.21%	0.21%	Added +38.1k	+38,150 4.8%
91	HAEMONETICS CORP MASS COM HAE	HAE	4,179,443	$313.5m0.21%	0.21%	Added +618.5k	+618,525 17.4%
92	MOODYS CORP COM MCO	MCO	677,875	$307.0m0.20%	0.20%	Reduced -3.1k	-3,052 -0.5%
93	CHURCH & DWIGHT CO INC COM CHD	CHD	3,163,849	$306.5m0.20%	0.20%	Added +1.3m	+1,303,482 70.1%
94	QUANTA SVCS INC COM PWR	PWR	419,933	$302.4m0.20%	0.20%	Reduced -95.7k	-95,657 -18.6%
95	BROOKFIELD CORP CL A LTD VT SH BN	BN	7,053,087	$300.4m0.20%	0.20%	Reduced -96.6k	-96,591 -1.4%
96	VIASAT INC COM VSAT	VSAT	3,360,508	$298.5m0.20%	0.20%	Reduced -1.4m	-1,382,170 -29.1%
97	BLACKROCK INC COM BLK	BLK	307,984	$296.1m0.20%	0.20%	Reduced -7.3k	-7,276 -2.3%
98	VISTRA CORP COM VST	VST	1,864,591	$295.9m0.20%	0.20%	Reduced -95.8k	-95,850 -4.9%
99	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	2,880,809	$288.9m0.19%	0.19%	Added +217.6k	+217,565 8.2%
100	VALMONT INDS INC COM VMI	VMI	497,545	$287.4m0.19%	0.19%	Reduced -158.3k	-158,257 -24.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		411,384	$186.0m411.4k shares
ENVIRI CORP		6,072,114	$118.9m6.1m shares
HOLOGIC INC HOLX	HOLX	1,361,861	$102.9m1.4m shares
CARNIVAL CORP		3,737,989	$96.7m3.7m shares
COTERRA ENERGY INC CTRA	CTRA	2,614,818	$92.0m2.6m shares
MASIMO CORP MASI	MASI	403,309	$71.7m403.3k shares
CRA INTL INC CRAI	CRAI	376,744	$61.0m376.7k shares
EXPONENT INC EXPO	EXPO	724,076	$47.2m724.1k shares
PREFORMED LINE PRODS CO PLPC	PLPC	98,725	$26.7m98.7k shares
TERNS PHARMACEUTICALS INC		480,740	$25.3m480.7k shares
SEALED AIR CORP NEW		546,429	$23.0m546.4k shares
FASTLY INC FSLY	FSLY	326,745	$9.5m326.7k shares
PG&E CORP PCG 6 12.01.27 A	PCG 6 12.01.27 A	163,573	$7.0m163.6k shares
NUVALENT INC		64,599	$6.6m64.6k shares
ALBERTSONS COS INC ACI	ACI	258,847	$4.4m258.8k shares
IDEAYA BIOSCIENCES INC IDYA	IDYA	120,603	$4.0m120.6k shares
ZIFF DAVIS INC ZD 1.75 11.01.26	ZD 1.75 11.01.26	2,850,000	$2.8m2.9m shares
KLAVIYO INC KVYO	KVYO	123,466	$2.4m123.5k shares
CIRCLE INTERNET GROUP INC CRCL	CRCL	19,904	$1.9m19.9k shares
DUPONT DE NEMOURS INC DWDP	DWDP	13,720	$1.9m13.7k shares
FIDELITY COMWLTH TR ONEQ	ONEQ	18,214	$1.5m18.2k shares
AIR LEASE CORP AL	AL	17,423	$1.1m17.4k shares
DOXIMITY INC DOCS	DOCS	47,098	$1.1m47.1k shares
MAREX GROUP PLC 96665EUR	96665EUR	22,761	$1.0m22.8k shares
ATRIUM THERAPEUTICS INC RNA	RNA	69,294	$926.5k69.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	113,800	$85.0m113.8k shares	Added
INVESCO QQQ TR QQQ · Put	QQQ	Put	105,000	$77.3m105.0k shares	Added
VANECK ETF TRUST MOO · Put	MOO	Put	510,000	$40.4m510.0k shares	Added
SELECT SECTOR SPDR TR XLE · Call	XLE	Call	640,000	$34.0m640.0k shares	Added
HOME DEPOT INC HD · Call	HD	Call	75,000	$26.5m75.0k shares	New
ISHARES TR TLT · Put	TLT	Put	225,000	$19.4m225.0k shares	New
VANECK ETF TRUST GDX · Call	GDX	Call	240,000	$18.1m240.0k shares	Added
AMPHENOL CORP APH · Put	APH	Put	89,400	$15.8m89.4k shares	New
ISHARES TR IWM · Put	IWM	Put	50,000	$15.0m50.0k shares	New
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	20,000	$14.9m20.0k shares	New
ISHARES TR EFA · Put	EFA	Put	80,000	$8.3m80.0k shares	New
APPLE INC AAPL · Put	AAPL	Put	26,700	$7.7m26.7k shares	New
HOME DEPOT INC HD · Put	HD	Put	20,000	$7.1m20.0k shares	New
ISHARES TR TLT · Call	TLT	Call	65,000	$5.6m65.0k shares	New
BOOKING HOLDINGS INC BKNG · Put	BKNG	Put	29,000	$5.2m29.0k shares	New
META PLATFORMS INC META · Put	META	Put	9,000	$5.1m9.0k shares	New
DBX ETF TR ASHR · Call	ASHR	Call	115,000	$4.2m115.0k shares	New
SERVICENOW INC NOW · Put	NOW	Put	40,000	$4.0m40.0k shares	New
PROCTER AND GAMBLE CO PG · Put	PG	Put	26,000	$3.8m26.0k shares	New
RTX CORPORATION RTX · Put	RTX	Put	20,000	$3.8m20.0k shares	New
SALESFORCE INC CRM · Put	CRM	Put	21,000	$3.3m21.0k shares	New
PALANTIR TECHNOLOGIES INC PLTR · Put	PLTR	Put	26,000	$3.0m26.0k shares	New
LAM RESEARCH CORP LRCX · Put	LRCX	Put	7,000	$3.0m7.0k shares	New
ELI LILLY & CO LLY · Put	LLY	Put	2,500	$3.0m2.5k shares	New
MICROSOFT CORP MSFT · Call	MSFT	Call	8,000	$3.0m8.0k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
CRITEO S A CRTO · 13G · filed 2026-03-03	CRTO	16.0%		13G	2026-03-03
HAGERTY INC HGTY · 13G · filed 2026-10-06	HGTY	11.1%≈ $134.4m	+5.8 pts	13G	2026-10-06
CONDUENT INC CNDT · 13G · filed 2025-12-03	CNDT	10.2%≈ $22.8m		13G	2025-12-03
MILLER INDS INC TENN MLR · 13G · filed 2026-09-04	MLR	10.0%≈ $58.1m	+3.4 pts	13G	2026-09-04
STEVANATO GROUP S P A STVN · 13G · filed 2025-12-03	STVN	10.0%≈ $89.6m		13G	2025-12-03
TRANSCAT INC TRNS · 13G · filed 2025-02-04	TRNS	10.0%≈ $86.5m		13G	2025-02-04
NEOGEN CORP NEOG · 13G · filed 2026-07-07	NEOG	7.6%≈ $149.0m	new	13G	2026-07-07
ENVIRI CORP 13G · filed 2026-06-02		7.3%	+0.3 pts	13G	2026-06-02
UFP TECHNOLOGIES INC UFPT · 13G · filed 2026-07-07	UFPT	6.9%≈ $142.4m	+2.4 pts	13G	2026-07-07
WILEY JOHN & SONS INC WLY · 13G · filed 2025-07-18	WLY	6.4%≈ $138.8m	new	13G	2025-07-18
ENERPAC TOOL GROUP CORP EPAC · 13G · filed 2025-04-04	EPAC	6.1%≈ $118.7m	new	13G	2025-04-04
LAKELAND FINL CORP LKFN · 13G · filed 2025-07-21	LKFN	5.9%≈ $93.3m	new	13G	2025-07-21
TIDEWATER INC NEW TDW · 13G · filed 2025-02-04	TDW	5.8%≈ $202.3m	new	13G	2025-02-04
ORASURE TECHNOLOGIES INC OSUR · 13G · filed 2025-04-04	OSUR	5.7%≈ $19.1m	+0.8 pts	13G	2025-04-04
MIDDLESEX WTR CO MSEX · 13G · filed 2025-10-14	MSEX	5.6%≈ $56.8m	new	13G	2025-10-14
PERRIGO CO PLC PRGO · 13G · filed 2026-02-05	PRGO	5.5%≈ $78.3m	new	13G	2026-02-05
STEWART INFORMATION SVCS COR STC · 13G · filed 2025-02-04	STC	5.5%≈ $100.7m	new	13G	2025-02-04
STOCK YDS BANCORP INC SYBT · 13G · filed 2026-07-08	SYBT	5.4%≈ $122.8m	+1.6 pts	13G	2026-07-08