Excalibur Management Corp Purchases and Sells in Q1 2025

Excalibur Management Corp

$253 Million
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	750 + 3.47%	$442.66 - $534.52 $332K - $401K	22.4K $11.9M
CVS	130 + 0.31%	$44.22 - $68.64 $5.75K - $8.92K	42K $2.84M
VZ	458 + 0.46%	$37.81 - $46.49 $17.3K - $21.3K	100K $4.55M
AAPL	9.05K + 16.6%	$209.68 - $247.1 $1.9M - $2.24M	63.6K $14.1M
RSP	2.78K + 14.42%	$169.43 - $182.84 $470K - $507K	22K $3.81M
GLD	241 + 3.63%	$243.19 - $288.14 $58.6K - $69.4K	6.89K $1.98M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HSY	1.34K New	$144.74 - $186.36 $194K - $250K	1.34K $229K
MKC	2.62K New	$71.24 - $84.73 $187K - $222K	2.62K $215K
NVS	1.82K New	$97.14 - $115.57 $177K - $210K	1.82K $202K
BP	5.96K New	$29.93 - $35.31 $178K - $210K	5.96K $201K

Top Sells

Reduced Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSL	-619 - 0.83%	$326.43 - $408.24 $202K - $253K	74.4K $25.3M
MSFT	-136 - 0.5%	$375.39 - $447.2 $51.1K - $60.8K	26.9K $10.1M
NVDA	-980 - 5.29%	$106.98 - $149.43 $105K - $146K	17.5K $1.9M
BRK-A	-1 - 50.0%	$663000.0 - $801950.0 $663K - $802K	1 $798K
AVGO	-49 - 0.66%	$167.43 - $244.7 $8.2K - $12K	7.36K $1.23M
AMZN	-160 - 1.12%	$190.26 - $242.06 $30.4K - $38.7K	14.1K $2.69M

Activity Summary All Purchases 51 New Holdings 4 Increased Positions 47 All Sells 91 Reductions 91 Sold out 0 Calls 0 Puts 0

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