David A. Siegel Incresed Positions in Q4 2024

Two Sigma Advisers, LP

  • $41.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
379K
+ 183.26%
$137.24 - $194.56 $52M - $73.7M
586K $81.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7.8K
+ 162.5%
$4100.99 - $5300.34 $32M - $41.3M
12.6K $62.6M
SLB
Schlumberger Limited

Energy
1.08M
+ 716.98%
$36.83 - $45.59 $39.8M - $49.3M
1.23M $47.2M
FNV
Franco Nevada Corp

Basic Materials
391K
+ 40.8%
$113.26 - $137.22 $44.3M - $53.7M
1.35M $159M
VEEV
Veeva Systems Inc

Healthcare
183K
+ 54.58%
$201.81 - $250.45 $37M - $45.9M
519K $109M
ROKU
Roku, Inc

Communication Services
470K
+ 479.1%
$64.08 - $84.12 $30.1M - $39.5M
568K $42.2M
GIS
General Mills Inc

Consumer Defensive
548K
+ 8177.61%
$62.78 - $74.62 $34.4M - $40.9M
555K $35.4M
CPNG
Coupang, Inc.

Consumer Cyclical
1.75M
+ 111.33%
$21.98 - $26.89 $38.4M - $47M
3.32M $72.9M
KBH
Kb Home

Consumer Cyclical
511K
+ 4408.62%
$65.58 - $85.3 $33.5M - $43.6M
523K $34.4M
TT
Trane Technologies PLC

Industrials
97.1K
+ 73.17%
$369.35 - $419.14 $35.9M - $40.7M
230K $84.9M
ESTC
Elastic N.V.

Technology
315K
+ 985.89%
$75.01 - $116.22 $23.6M - $36.6M
346K $34.3M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
111K
+ 1.49%
$4.34 - $10.57 $481K - $1.17M
7.55M $65.7M
WIX
Wix.Com Ltd.

Technology
114K
+ 105.97%
$156.75 - $229.35 $17.8M - $26.1M
221K $47.4M
NOC
Northrop Grumman Corp

Industrials
153K
+ 20.81%
$466.52 - $543.88 $71.4M - $83.3M
889K $417M
CAG
Conagra Brands Inc.

Consumer Defensive
2.06M
+ 33.87%
$26.48 - $32.72 $54.5M - $67.3M
8.14M $226M
MLM
Martin Marietta Materials Inc

Basic Materials
56.2K
+ 98.08%
$516.5 - $619.58 $29M - $34.8M
114K $58.6M
ADC
Agree Realty Corp

Real Estate
443K
+ 62.04%
$69.44 - $77.65 $30.8M - $34.4M
1.16M $81.6M
NYT
New York Times CO

Communication Services
506K
+ 721.83%
$52.01 - $56.83 $26.3M - $28.8M
576K $30M
INTU
Intuit Inc

Technology
38.8K
+ 21.34%
$602.01 - $706.25 $23.4M - $27.4M
221K $139M
XEL
Xcel Energy Inc

Utilities
372K
+ 139.98%
$62.16 - $72.92 $23.1M - $27.1M
638K $43.1M
BSX
Boston Scientific Corp

Healthcare
247K
+ 48.54%
$83.62 - $91.5 $20.6M - $22.6M
755K $67.5M
IOT
Samsara Inc.

Technology
620K
+ 90.28%
$42.67 - $56.35 $26.5M - $35M
1.31M $57.1M
EFX
Equifax Inc

Industrials
97K
+ 354.01%
$245.03 - $293.5 $23.8M - $28.5M
124K $31.7M
D
Dominion Energy, Inc

Utilities
440K
+ 2650.6%
$52.63 - $60.92 $23.2M - $26.8M
457K $24.6M
BE
Bloom Energy Corp

Industrials
685K
+ 98.58%
$9.04 - $27.45 $6.19M - $18.8M
1.38M $30.7M
CDE
Coeur Mining, Inc.

Basic Materials
4.08M
+ 404.62%
$5.61 - $7.39 $22.9M - $30.2M
5.09M $29.1M
CTRE
Care Trust Reit, Inc.

Real Estate
991K
+ 70.94%
$26.8 - $32.79 $26.6M - $32.5M
2.39M $64.6M
ABEV
Ambev S.A.

Consumer Defensive
12.5M
+ 329.55%
$1.85 - $2.56 $23.2M - $32.1M
16.4M $30.3M
CF
Cf Industries Holdings, Inc.

Basic Materials
245K
+ 457.76%
$81.39 - $94.14 $19.9M - $23.1M
298K $25.5M
TSN
Tyson Foods, Inc.

Consumer Defensive
392K
+ 40.09%
$57.14 - $64.54 $22.4M - $25.3M
1.37M $78.7M
DXCM
Dexcom Inc

Healthcare
100K
+ 8.77%
$65.68 - $81.01 $6.59M - $8.13M
1.24M $96.7M
SHEL
Shell PLC

Energy
348K
+ 53.18%
$60.63 - $70.23 $21.1M - $24.5M
1M $62.9M
NTRA
Natera, Inc.

Healthcare
62.4K
+ 19.79%
$117.67 - $174.0 $7.34M - $10.9M
378K $59.8M
GMAB
Genmab A/S

Healthcare
1.04M
+ 168.82%
$20.02 - $24.15 $20.8M - $25.1M
1.65M $34.5M
GL
Globe Life Inc.

Financial Services
162K
+ 69.67%
$103.49 - $116.02 $16.7M - $18.8M
394K $43.9M
HTGC
Hercules Capital, Inc.

Financial Services
947K
+ 205.71%
$18.53 - $20.22 $17.5M - $19.1M
1.41M $28.3M
ARCC
Ares Capital Corp

Financial Services
853K
+ 189.64%
$20.74 - $22.27 $17.7M - $19M
1.3M $28.5M
TRGP
Targa Resources Corp.

Energy
104K
+ 855.37%
$150.58 - $207.69 $15.6M - $21.5M
116K $20.6M
REAL
The Real Real, Inc.

Consumer Cyclical
181K
+ 8.66%
$2.89 - $11.18 $524K - $2.03M
2.28M $24.9M
SCHW
Schwab Charles Corp

Financial Services
79.7K
+ 5.95%
$63.31 - $82.85 $5.05M - $6.6M
1.42M $105M
EXPD
Expeditors International Of Washington Inc

Industrials
243K
+ 57.02%
$110.5 - $128.26 $26.9M - $31.2M
670K $74.2M
OSTK
Overstock.Com, Inc

Consumer Cyclical
707K
+ 362.78%
N/A
902K $23M
RE
Everest Re Group LTD

Financial Services
47.7K
+ 230.43%
N/A
68.4K $25.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39K
+ 549.3%
$442.29 - $483.08 $17.2M - $18.8M
46.1K $20.9M
CLBT
Cellebrite Di Ltd.

Technology
470K
+ 35.05%
$16.52 - $22.52 $7.76M - $10.6M
1.81M $39.9M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
596K
+ 57.62%
$16.43 - $22.77 $9.79M - $13.6M
1.63M $35.9M
APG
A Pi Group Corp

Industrials
402K
+ 44.95%
$31.48 - $39.26 $12.7M - $15.8M
1.3M $46.6M
ZUO
Zuora Inc

Technology
1.66M
+ 592.38%
$8.37 - $9.98 $13.9M - $16.6M
1.94M $19.3M
JEF
Jefferies Financial Group Inc.

Financial Services
151K
+ 53.92%
$61.95 - $81.75 $9.38M - $12.4M
432K $33.9M
Activity Summary
Buys All Purchases 1330 New Holdings 347 Increased Positions 983 Sells All Sells 975 Reductions 975 Sold out 0 Options Calls 0 Puts 0
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