13Fs Q2 2026 (Final) Roberts & Ryan

Trian Fund (Nelson Peltz) discloses updated portfolio positions in 13F filing: Added to GEHC and WEN, Lowered IVZ

Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):

• Increased: GEHC (3.09 mln shares from 4K shares), WEN (30.47 mln from 30.45 mln) • Maintained: SOLV (8.24 mln shares), GE (4.03 mln), FERG (1.09 mln), MICC (241K) • Decreased: JHG (25.65 mln shares from 31.87 mln shares - bought JHG post Q2-end), IVZ (1.63 mln from 2.97 mln)

Meritage Group discloses updated portfolio positions in 13F filing: New META position, Added to CSGP TRU TOST MSFT, Exited PCOR

Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):

• New: META (286K shares) • Increased: CSGP (5.4 mln shares from 3.3 mln shares), TRU (3.7 mln from 3.6 mln), TOST (3.43 mln from 3.41 mln), WDAY (1.63 mln from 1.62 mln), COF(1.32 mln from 1.31 mln), MSFT (1.28 mln from 1.27mln), AON (684K from 680K), SPGI (508K from 504K) • Exited: PCOR (from 2.68 mln shares) • Decreased: AMZN (1.54 mln shares from 1.86 mln shares), MSCI (275K from 406K)

Iconiq Capital discloses updated portfolio positions in 13F filing: New PBLS position, Added to GOOG HOOD, Exited CHYM AMD

Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):

• New: PBLS (350K), FIS (14K), TRI (13K), WLTH (12K) • Increased: GOOG (197K from 5K), HOOD (1.6 mln from 1.5 mln) • Maintained: NTSK (66.3 mln), OWL (34.4 mln), PCOR(14.6 mln), TTAN (11.4 mln), BL (2.1 mln), KOD (1.3 mln), TSM (199K), CRWD (83K), APP (71K) • Exited: CHYM (11.1 mln), AMD (291K) • Decreased: FIG (15K from 5.8 mln), SHOP (253K from 2.5 mln), NVDA (142K from 1.1 mln), GOOGL (40K from 784K), NOW (116K from 599K), AVGO (9K from 427K), AMZN (52K from 251K), MSFT (2K from 149K)

Baupost Group (Seth Klarman) discloses updated portfolio positions in 13F filing: New AXTA CME PS positions, Added to NCLH GPC GDS AMZN GOOG, Lowered LBTYK QSR

Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):

• New: AXTA (1.27 mln), CME (619K), PS (392K) • Increased: NCLH (7.73 mln shares from 3.63 mln shares), GPC (2.82 mln from 1.49 mln), GDS (3.77 mln from 3.04 mln), AMZN (3.74 mln from 3.12 mln), GOOG (1.37 mln from 1.18 mln) • Maintained: HLF (9.26 mln shares), AERO (4.88 mln), FERG (1.45 mln), ELV (1.28 mln), V (0.7 mln), MOH(0.63 mln) • Exited: WTW (from 0.89 mln shares), PCVX (0.8 mln) • Decreased: LBTYK (8.54 mln shares from 13.4 mln shares), QSR (6.75 mln from 8.08 mln), COLD (6.83 mln from 7.78 mln), DNOW (2.79 mln from 3.63 mln), WCC (0.66 mln from 1.44 mln), EXP (0.53 mln from 0.89 mln), UNP (1.19 mln from 1.54 mln), TFX (1.41 mln from 1.6 mln), AON (0.69 mln from 0.77 mln)

Long Pond (John Koury) discloses updated portfolio positions in 13F filing: New CHDN ELS BLDR positions, Added to HGV KREF, Exited INN NCLH

Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):

• New: CHDN (398K), ELS (306K), BLDR (246K),FERG (104K), ARE (95K), LPX (94K), LOW (44K),FBIN (30K), HD (30K) • Increased: HGV (1.2 mln from 485K), FUN (979K from 750K), POOL (132K from 110K), MHO (55K from 48K),KREF (5.8 mln from 5.7 mln) • Maintained: TRTX (7.0 mln), NXRT (453K) • Exited: INN (9.4 mln), NCLH (1.7 mln), JHX (1.2 mln),AMH (1.1 mln), KRC (1.1 mln), SAFE (554K), CUBE(435K), LINE (411K), H (224K), CSR (190K) • Decreased: DOC (257K from 2.5 mln), COLD (2.7 mln from 4.5 mln), PRKS (777K from 1.7 mln), JAN (2.6 mln from 3.3 mln), WH (30K from 702K), IRT (5.1 mln from 5.7 mln), JBGS (4.0 mln from 4.4 mln), WYNN(307K from 529K), CPT (183K from 401K), SMA (445K from 613K)

Marathon Partners discloses updated portfolio positions in 13F filing: New GPC SANM positions, Added to TPB UBER ATMU

Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):

• New: GPC (28K), SANM (1K) • Increased: TPB (50K from 31K), UBER (149K from 140K), ATMU (77K from 75K) • Maintained: FLEX (13K), GOOG (6K) • Exited: HSIC (13K), FLUT (10K), SXT (5K), CRCL (3K) • Decreased: XMTR (113K from 115K), TKO (72K from 73K), RELY (1117K from 1270K), LION (125K from 220K), CNS (100K from 115K), ATI (6K from 18K)

Mizuho Financial discloses updated…