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
EXLS
Exl Service Holdings, Inc.

Technology
602K
+ 184.6%
$41.85 - $48.48 $25.2M - $29.2M
928K $40.6M
BE
Bloom Energy Corp

Industrials
329K
+ 8.13%
$16.32 - $23.92 $5.36M - $7.86M
4.37M $104M
TDY
Teledyne Technologies Inc

Technology
48.8K
New
$435.54 - $512.31 $21.3M - $25M
48.8K $25M
JBHT
Hunt J B Transport Services Inc

Industrials
183K
+ 60.87%
$124.73 - $152.78 $22.8M - $28M
484K $69.5M
NDAQ
Nasdaq, Inc.

Financial Services
1.5K
+ 0.08%
$66.4 - $89.42 $99.6K - $134K
1.81M $162M
WMT
Walmart Inc.

Consumer Defensive
247K
New
$81.79 - $99.98 $20.2M - $24.7M
247K $24.1M
CDNS
Cadence Design Systems Inc

Technology
78K
New
$231.64 - $323.08 $18.1M - $25.2M
78K $24M
BTG
B2 Gold Corp

Basic Materials
1.8M
+ 8.1%
$2.64 - $3.77 $4.76M - $6.8M
24.1M $87M
VRNS
Varonis Systems Inc

Technology
600
+ 0.03%
$37.96 - $50.93 $22.8K - $30.6K
2.27M $115M
ACGL
Arch Capital Group Ltd.

Financial Services
266K
+ 142.67%
$84.99 - $96.82 $22.6M - $25.7M
452K $41.2M
GH
Guardant Health, Inc.

Healthcare
14K
+ 0.59%
$37.05 - $52.04 $519K - $729K
2.38M $124M
BNS
Bank Of Nova Scotia

Financial Services
417K
New
$44.56 - $55.27 $18.6M - $23M
417K $23M
PNW
Pinnacle West Capital Corp

Utilities
319K
+ 32.86%
$88.3 - $95.43 $28.1M - $30.4M
1.29M $115M
PCTY
Paylocity Holding Corp

Technology
129K
+ 129.06%
$172.54 - $201.04 $22.2M - $25.9M
229K $41.4M
TER
Teradyne, Inc

Technology
241K
+ 234.34%
$67.96 - $91.05 $16.4M - $22M
344K $31M
ENPH
Enphase Energy, Inc.

Technology
1.31M
+ 98.75%
$34.56 - $62.52 $45.3M - $82M
2.64M $105M
SAND
Sandstorm Gold LTD

Basic Materials
1.75M
+ 62.95%
$6.82 - $9.53 $11.9M - $16.7M
4.53M $42.6M
BLDR
Builders First Source, Inc.

Industrials
186K
+ 1989.81%
$105.63 - $131.12 $19.6M - $24.3M
195K $22.8M
BRO
Brown & Brown, Inc.

Financial Services
193K
New
$104.48 - $124.43 $20.2M - $24.1M
193K $21.4M
APO
Apollo Global Management, Inc.

Financial Services
129K
+ 24.28%
$108.68 - $145.07 $14M - $18.7M
660K $93.7M
CNQ
Canadian Natural Resources LTD

Energy
637K
+ 42.85%
$25.14 - $34.01 $16M - $21.7M
2.12M $66.7M
LEU
Centrus Energy Corp

Energy
80.2K
+ 161.37%
$54.43 - $208.81 $4.37M - $16.7M
130K $23.8M
MCK
Mckesson Corp

Healthcare
4.12K
+ 1.39%
$652.83 - $732.78 $2.69M - $3.02M
299K $219M
FUTU
Futu Holdings LTD

Financial Services
164K
New
$74.81 - $124.33 $12.2M - $20.3M
164K $20.2M
IDA
Idacorp Inc

Utilities
172K
+ 297.92%
$111.01 - $119.72 $19.1M - $20.6M
230K $26.6M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
106K
+ 336.71%
$140.37 - $177.56 $14.9M - $18.9M
138K $23.7M
CRAI
Cra International, Inc.

Industrials
99.2K
+ 360.85%
$160.48 - $195.43 $15.9M - $19.4M
127K $23.7M
NGD
New Gold Inc.

Basic Materials
2.96M
+ 87.5%
$2.98 - $4.95 $8.81M - $14.6M
6.33M $31.4M
PII
Polaris Inc.

Consumer Cyclical
448K
+ 118.47%
$31.97 - $42.61 $14.3M - $19.1M
827K $33.6M
RH
Rh

Consumer Cyclical
103K
+ 320.82%
$145.66 - $249.35 $15M - $25.6M
135K $25.5M
EQX
Equinox Gold Corp.

Basic Materials
3.37M
+ 214.89%
$5.68 - $7.31 $19.1M - $24.6M
4.93M $28.4M
MORN
Morningstar, Inc.

Financial Services
50.5K
+ 55.07%
$255.31 - $313.93 $12.9M - $15.9M
142K $44.6M
EXP
Eagle Materials Inc

Basic Materials
86.1K
+ 408.06%
$193.68 - $241.95 $16.7M - $20.8M
107K $21.7M
ITGR
Integer Holdings Corp

Healthcare
137K
+ 2543.15%
$106.73 - $126.93 $14.7M - $17.4M
143K $17.6M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1.71M
+ 618.6%
$17.1 - $63.66 $29.2M - $109M
1.99M $34M
MMSI
Merit Medical Systems Inc

Healthcare
235K
+ 47.61%
$88.48 - $107.04 $20.8M - $25.1M
728K $68.1M
LEN
Lennar Corp

Consumer Cyclical
158K
+ 36.78%
$102.76 - $115.66 $16.3M - $18.3M
589K $65.2M
ALLY
Ally Financial Inc.

Financial Services
390K
+ 413.59%
$30.09 - $38.95 $11.7M - $15.2M
484K $18.8M
HAL
Halliburton CO

Energy
865K
+ 172.89%
$19.26 - $25.7 $16.7M - $22.2M
1.36M $27.8M
ALK
Alaska Air Group, Inc.

Industrials
300K
+ 2653.98%
$41.01 - $54.88 $12.3M - $16.5M
311K $15.4M
EHC
Encompass Health Corp

Healthcare
98.4K
+ 103.22%
$96.12 - $122.63 $9.45M - $12.1M
194K $23.7M
BCPC
Balchem Corp

Basic Materials
88.1K
+ 267.79%
$150.5 - $170.45 $13.3M - $15M
121K $19.3M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
1.01M
+ 31.29%
$6.41 - $11.19 $6.46M - $11.3M
4.23M $37.9M
FUBO
Fubo Tv Inc.

Communication Services
3.4M
+ 564.81%
$2.42 - $3.86 $8.23M - $13.1M
4M $15.4M
MFC
Manulife Financial Corp

Financial Services
420K
+ 128.21%
$26.93 - $32.44 $11.3M - $13.6M
747K $23.9M
ITW
Illinois Tool Works Inc

Industrials
54K
+ 2571.43%
$218.41 - $252.43 $11.8M - $13.6M
56.1K $13.9M
HON
Honeywell International Inc

Industrials
54.5K
+ 195.34%
$182.86 - $232.88 $9.97M - $12.7M
82.4K $19.2M
NTST
Netstreit Corp.

Real Estate
747K
+ 129.46%
$14.61 - $16.95 $10.9M - $12.7M
1.32M $22.4M
FROG
J Frog LTD

Technology
278K
+ 441.59%
$27.99 - $44.55 $7.79M - $12.4M
341K $15M
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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