David A. Siegel Purchases in Q2 2025

Two Sigma Advisers, LP

  • $46.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CODI
Compass Diversified Holdings

Industrials
86.6K
New
$6.0 - $18.81 $520K - $1.63M
86.6K $543K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
55.5K
+ 131.52%
$7.98 - $10.06 $443K - $558K
97.7K $945K
MHO
M/I Homes, Inc.

Consumer Cyclical
6.5K
+ 7.11%
$103.9 - $115.72 $675K - $752K
97.9K $11M
HWC
Hancock Whitney Corp

Financial Services
8.8K
+ 139.68%
$46.05 - $58.03 $405K - $511K
15.1K $866K
GBCI
Glacier Bancorp, Inc.

Financial Services
12.5K
+ 143.68%
$37.85 - $44.51 $473K - $556K
21.2K $913K
AGO
Assured Guaranty LTD

Financial Services
6.1K
+ 196.77%
$76.56 - $90.18 $467K - $550K
9.2K $801K
THR
Thermon Group Holdings, Inc.

Industrials
18.6K
+ 110.31%
$23.6 - $30.51 $439K - $567K
35.5K $995K
HTBK
Heritage Commerce Corp

Financial Services
33.4K
+ 7.13%
$8.25 - $9.93 $276K - $332K
502K $4.99M
SENEA
Seneca Foods Corp

Consumer Defensive
3.6K
+ 28.35%
$82.54 - $101.43 $297K - $365K
16.3K $1.65M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1.3K
+ 260.0%
$396.53 - $537.62 $515K - $699K
1.8K $781K
HTH
Hilltop Holdings Inc.

Financial Services
17.3K
+ 16.41%
$27.95 - $30.99 $484K - $536K
123K $3.72M
NBHC
National Bank Holdings Corp

Financial Services
14.2K
+ 41.4%
$33.92 - $38.84 $482K - $552K
48.5K $1.82M
WWW
Wolverine World Wide Inc

Consumer Cyclical
17.3K
+ 36.65%
$10.07 - $18.79 $174K - $325K
64.5K $1.17M
RGEN
Repligen Corp

Healthcare
4.1K
New
$108.89 - $145.23 $446K - $595K
4.1K $509K
NVS
Novartis Ag

Healthcare
4.2K
New
$101.96 - $121.01 $428K - $508K
4.2K $508K
PJT
Pjt Partners Inc.

Financial Services
700
+ 4.86%
$125.44 - $166.41 $87.8K - $116K
15.1K $2.49M
NWN
Northwest Natural Holding CO

Utilities
12.7K
New
$39.62 - $44.11 $503K - $560K
12.7K $504K
UTL
Unitil Corp

Utilities
12.2K
+ 49.39%
$51.68 - $59.77 $630K - $729K
36.9K $1.92M
TOWN
Towne Bank (Va)

Financial Services
14.5K
+ 103.0%
$30.4 - $35.29 $441K - $513K
28.6K $978K
PLMR
Palomar Holdings, Inc.

Financial Services
3K
+ 166.67%
$129.99 - $175.67 $390K - $527K
4.8K $740K
FPI
Farmland Partners Inc.

Real Estate
40.2K
+ 51.64%
$9.8 - $11.79 $394K - $474K
118K $1.36M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
9K
+ 5.61%
$7.79 - $11.67 $70.1K - $105K
169K $1.98M
SIBN
Si Bone, Inc.

Healthcare
2.11K
+ 2.24%
$13.05 - $19.71 $27.5K - $41.6K
96.1K $1.81M
PSO
Pearson PLC

Communication Services
32.8K
New
$14.41 - $16.64 $473K - $546K
32.8K $489K
AHH
Armada Hoffler Properties, Inc.

Real Estate
72.1K
+ 572.22%
$6.37 - $7.42 $459K - $535K
84.7K $581K
BCYC
Bicycle Therapeutics PLC

Healthcare
70.2K
New
$6.38 - $9.3 $448K - $653K
70.2K $487K
EWBC
East West Bancorp Inc

Financial Services
4.8K
New
$71.03 - $101.75 $341K - $488K
4.8K $484K
CARG
Car Gurus, Inc.

Communication Services
14.4K
New
$25.19 - $33.64 $363K - $484K
14.4K $481K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
50K
+ 39.06%
$7.2 - $8.64 $360K - $432K
178K $1.51M
KAR
Kar Auction Services, Inc.

Consumer Cyclical
3.6K
+ 4.88%
$17.57 - $24.45 $63.3K - $88K
77.3K $1.89M
NMRK
Newmark Group, Inc.

Real Estate
38.5K
+ 353.21%
$10.09 - $12.35 $388K - $475K
49.4K $600K
OXM
Oxford Industries Inc

Consumer Cyclical
11.6K
New
$37.26 - $60.9 $432K - $706K
11.6K $466K
KMDA
Kamada LTD

Healthcare
56.6K
+ 340.12%
$5.76 - $8.12 $326K - $459K
73.2K $567K
PHR
Phreesia, Inc.

Healthcare
16K
New
$23.25 - $28.49 $372K - $456K
16K $455K
ARHS
Arhaus, Inc.

Consumer Cyclical
51.5K
+ 370.5%
$7.06 - $8.98 $364K - $462K
65.4K $567K
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
103K
+ 200.98%
$2.55 - $3.93 $262K - $404K
154K $590K
BCC
Boise Cascade CO

Basic Materials
8.9K
+ 30.48%
$83.96 - $102.07 $747K - $908K
38.1K $3.31M
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
4.2K
+ 116.67%
$87.96 - $112.42 $369K - $472K
7.8K $815K
BH
Biglari Holdings Inc.

Consumer Cyclical
1.5K
New
$202.02 - $294.43 $303K - $442K
1.5K $438K
BRC
Brady Corp

Industrials
6.7K
+ 101.52%
$64.32 - $76.24 $431K - $511K
13.3K $904K
IAS
Integral Ad Science Holding Corp.

Communication Services
52.6K
New
$6.38 - $8.33 $336K - $438K
52.6K $437K
ZYXI
Zynex Inc

Healthcare
147K
+ 96.61%
$1.66 - $2.61 $244K - $383K
299K $770K
DVN
Devon Energy Corp

Energy
15.7K
+ 134.15%
$26.8 - $37.92 $421K - $595K
27.4K $871K
LFVN
Lifevantage Corp

Consumer Defensive
33.2K
New
$11.18 - $16.05 $371K - $533K
33.2K $434K
IRDM
Iridium Communications Inc.

Communication Services
11.6K
+ 41.13%
$21.57 - $30.17 $250K - $350K
39.8K $1.2M
USNA
Usana Health Sciences Inc

Consumer Defensive
14.1K
New
$23.43 - $31.13 $330K - $439K
14.1K $430K
HNRG
Hallador Energy CO

Energy
23.1K
+ 133.53%
$10.3 - $19.53 $238K - $451K
40.4K $639K
BWAY
Brainsway Ltd.

Healthcare
9.9K
+ 12.3%
$7.86 - $13.15 $77.8K - $130K
90.4K $1.19M
YORW
York Water CO

Utilities
18.7K
+ 34.63%
$31.6 - $36.28 $591K - $678K
72.7K $2.3M
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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