David A. Siegel Incresed Positions in Q2 2025

Two Sigma Advisers, LP

  • $46.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
6.2K
+ 34.83%
$219.37 - $417.89 $1.36M - $2.59M
24K $8.4M
MTH
Meritage Homes Corp

Consumer Cyclical
63.3K
+ 44.64%
$62.44 - $71.44 $3.95M - $4.52M
205K $13.7M
CNK
Cinemark Holdings, Inc.

Communication Services
47.6K
+ 11.3%
$24.54 - $33.77 $1.17M - $1.61M
469K $14.2M
FAF
First American Financial Corp

Financial Services
67.4K
+ 57.22%
$54.11 - $67.0 $3.65M - $4.52M
185K $11.4M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
69.9K
+ 963.32%
$47.79 - $56.03 $3.34M - $3.91M
77.1K $3.97M
TBBK
Bancorp, Inc.

Financial Services
47.9K
+ 24.23%
$40.93 - $57.59 $1.96M - $2.76M
246K $14M
TNDM
Tandem Diabetes Care Inc

Healthcare
209K
+ 30.68%
$16.35 - $23.52 $3.41M - $4.9M
888K $16.6M
VERV
Verve Therapeutics, Inc.

Healthcare
208K
+ 119.39%
$2.97 - $11.38 $616K - $2.36M
381K $4.28M
AOS
Smith A O Corp

Industrials
52.6K
+ 245.79%
$59.63 - $70.52 $3.14M - $3.71M
74K $4.85M
YEXT
Yext, Inc.

Technology
365K
+ 265.04%
$5.61 - $8.97 $2.05M - $3.27M
502K $4.27M
HRB
H&R Block Inc

Consumer Cyclical
61.9K
+ 68.1%
$54.32 - $63.04 $3.36M - $3.9M
153K $8.39M
SON
Sonoco Products CO

Consumer Cyclical
79.5K
+ 425.13%
$40.6 - $47.93 $3.23M - $3.81M
98.2K $4.28M
TNC
Tennant CO

Industrials
44.3K
+ 161.09%
$68.18 - $81.07 $3.02M - $3.59M
71.8K $5.56M
UTZ
Utz Brands, Inc.

Consumer Defensive
269K
+ 1802.01%
$11.62 - $14.29 $3.12M - $3.84M
283K $3.56M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
404K
+ 139.5%
$9.31 - $12.72 $3.76M - $5.14M
693K $6.67M
FIZZ
National Beverage Corp

Consumer Defensive
70.4K
+ 47.47%
$41.45 - $46.54 $2.92M - $3.28M
219K $9.46M
AVXL
Anavex Life Sciences Corp.

Healthcare
315K
+ 62.02%
$7.37 - $9.63 $2.32M - $3.04M
823K $7.59M
UVE
Universal Insurance Holdings, Inc.

Financial Services
73.8K
+ 25.16%
$21.25 - $28.47 $1.57M - $2.1M
367K $10.2M
AAOI
Applied Optoelectronics, Inc.

Technology
85.2K
+ 86.06%
$10.05 - $27.77 $856K - $2.37M
184K $4.73M
OHI
Omega Healthcare Investors Inc

Real Estate
101K
+ 29.25%
$35.55 - $39.05 $3.59M - $3.95M
447K $16.4M
TOST
Toast, Inc.

Technology
17.8K
+ 8.36%
$30.03 - $45.23 $535K - $805K
231K $10.2M
IMAX
Imax Corp

Communication Services
94.4K
+ 29.5%
$21.44 - $29.24 $2.02M - $2.76M
414K $11.6M
IOSP
Innospec Inc.

Basic Materials
42.2K
+ 110.18%
$82.54 - $95.65 $3.48M - $4.04M
80.5K $6.77M
MLI
Mueller Industries Inc

Industrials
38.9K
+ 347.32%
$68.45 - $79.6 $2.66M - $3.1M
50.1K $3.98M
BOH
Bank Of Hawaii Corp

Financial Services
46.2K
+ 855.56%
$60.02 - $70.83 $2.77M - $3.27M
51.6K $3.48M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
183K
+ 199.89%
$10.22 - $14.9 $1.87M - $2.73M
274K $4.09M
CLF
Cleveland Cliffs Inc.

Basic Materials
413K
+ 629.97%
$5.83 - $8.88 $2.41M - $3.66M
478K $3.63M
ITIC
Investors Title CO

Financial Services
14.9K
+ 709.52%
$193.09 - $252.2 $2.88M - $3.76M
17K $3.59M
GSL
Global Ship Lease, Inc.

Industrials
23.7K
+ 3.4%
$18.25 - $26.77 $433K - $634K
722K $19M
LTC
Ltc Properties Inc

Real Estate
92.3K
+ 32.18%
$32.83 - $36.24 $3.03M - $3.34M
379K $13.1M
LADR
Ladder Capital Corp

Real Estate
318K
+ 37.23%
$9.86 - $11.4 $3.13M - $3.62M
1.17M $12.6M
ATEN
A10 Networks, Inc.

Technology
93.1K
+ 26.74%
$14.89 - $19.35 $1.39M - $1.8M
441K $8.54M
CAE
Cae Inc

Industrials
76.3K
+ 58.85%
$21.06 - $29.27 $1.61M - $2.23M
206K $6.03M
CWEN
Clearway Energy, Inc.

Utilities
87K
+ 310.7%
$26.74 - $32.22 $2.33M - $2.8M
115K $3.68M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
87.8K
+ 13.25%
$28.96 - $32.46 $2.54M - $2.85M
750K $24M
BLBD
Blue Bird Corp

Consumer Cyclical
41.7K
+ 45.13%
$31.28 - $43.16 $1.3M - $1.8M
134K $5.79M
DX
Dynex Capital Inc

Real Estate
254K
+ 59.49%
$11.13 - $12.99 $2.83M - $3.3M
681K $8.32M
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
574K
+ 244.05%
$3.92 - $4.82 $2.25M - $2.77M
809K $3.82M
TOL
Toll Brothers, Inc.

Consumer Cyclical
23K
+ 696.97%
$90.5 - $114.3 $2.08M - $2.63M
26.3K $3M
TRMK
Trustmark Corp

Financial Services
72.1K
+ 603.5%
$30.79 - $36.78 $2.22M - $2.65M
84K $3.06M
LRN
Stride, Inc.

Consumer Defensive
17.7K
+ 411.63%
$124.45 - $160.72 $2.2M - $2.84M
22K $3.19M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
46K
+ 83.94%
$58.92 - $70.55 $2.71M - $3.25M
101K $6.37M
LRMR
Larimar Therapeutics, Inc.

Healthcare
753K
+ 191.08%
$1.71 - $3.25 $1.29M - $2.45M
1.15M $3.31M
CUZ
Cousins Properties Inc

Real Estate
81.2K
+ 175.75%
$25.15 - $30.53 $2.04M - $2.48M
127K $3.83M
NNN
National Retail Properties, Inc.

Real Estate
50.2K
+ 9.02%
$37.56 - $43.42 $1.89M - $2.18M
607K $26.2M
EMN
Eastman Chemical CO

Basic Materials
33.7K
+ 481.43%
$72.7 - $88.29 $2.45M - $2.98M
40.7K $3.04M
PSIX
Power Solutions International, Inc.

Industrials
24K
+ 115.38%
$18.7 - $68.01 $449K - $1.63M
44.8K $2.9M
T
At&T Inc.

Communication Services
80.5K
+ 130.26%
$26.33 - $28.94 $2.12M - $2.33M
142K $4.12M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
272K
+ 65.37%
$6.24 - $8.83 $1.7M - $2.4M
688K $5.93M
Activity Summary
Buys All Purchases 1122 New Holdings 259 Increased Positions 863 Sells All Sells 1157 Reductions 1157 Sold out 0 Options Calls 0 Puts 0
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