Mondrian decreased YMM position by 589,553 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $YMM 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 Mondrian Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| KVUE | Kenvue | Decreased | 5,611,764 | $1.4B |
| HMC | Honda Motor ADR | Decreased | 4,169,075 | $859.6M |
| WPP | WPP ADR | Decreased | 3,402,557 | $36.5M |
| SAN | BSCH ADR | Decreased | 2,947,248 | $267.5B |
| DD | DuPont | Exited | 2,362,377 | — |
| PBR | Petrobras ADR | Decreased | 2,127,590 | $145.1B |
| LYG | Lloyds Bank ADR | Decreased | 1,924,355 | $291.2B |
| SYY | Sysco | Decreased | 922,503 | $75.5B |
| VALE | Vale SA ADR | Decreased | 716,327 | $139.2B |
| HDB | HDFC Bank ADR | Increased | +686,499 | $78.2B |
Other Whales Moving YMM This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Increased | +6,776,511 |
| Winton | Exited | 104,000 |
| Baillie Gifford | Exited | 1,158 |
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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: August 12, 2026 at 06:03 UTC