Loews changed TMHC position by 100,000 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $TMHC based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Loews Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| HN9 | HANESBRANDS INC | Exited | 31,900,000 | — |
| GIL | GILDAN ACTIVEWEAR INC | New | +888,655 | $55.5B |
| AVT | AVNET INC | Increased | +310,000 | $20.7B |
| BLDR | BUILDERS FIRSTSOURCE INC | New | +280,000 | $28.8B |
| CMCSA | COMCAST CORP NEW | Increased | +240,000 | $13.2B |
| ALSN | ALLISON TRANSMISSION HLDGS I | New | +230,000 | $22.5B |
| 7HP | HP INC | New | +200,000 | $4.5B |
| OLN | OLIN CORP | New | +200,000 | $4.2B |
| INGR | INGREDION INC | New | +140,000 | $15.4B |
| UBER | UBER TECHNOLOGIES INC | New | +140,000 | $11.4B |
Other Whales Moving TMHC This Period
| Manager | Change Type | Share Change |
|---|---|---|
| American Century | Increased | +963,671 |
| BlackRock | Increased | +538,954 |
| DE Shaw | Increased | +324,859 |
| Junto Capital | Exited | 314,449 |
| Balyasny | New | +298,953 |
| William Blair | Decreased | 255,498 |
| Arrowstreet | Exited | 229,717 |
| Millennium | Decreased | 229,540 |
| Two Sigma | Increased | +220,614 |
| Schonfeld | Decreased | 196,709 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: July 09, 2026 at 06:00 UTC