Waycross Partners, LLC Purchases and Sells in Q2 2025

Waycross Partners, LLC

$1.06 Billion
Q2 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	16.5K + 3.39%	$94.31 - $157.99 $1.56M - $2.61M	504K $79.6M
MSFT	4.76K + 3.25%	$354.56 - $497.45 $1.69M - $2.37M	151K $75.1M
AVGO	7.01K + 5.33%	$146.29 - $275.65 $1.03M - $1.93M	138K $38.2M
META	2.73K + 3.25%	$484.66 - $738.09 $1.32M - $2.01M	86.7K $64M
GS	2.07K + 3.34%	$462.22 - $707.75 $956K - $1.46M	64K $45.3M
BA	6.22K + 3.43%	$136.59 - $217.51 $849K - $1.35M	187K $39.3M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NXPI	110K New	$153.5 - $218.72 $16.9M - $24.1M	110K $24M
DAL	382K New	$35.88 - $52.99 $13.7M - $20.3M	382K $18.8M
SO	159K New	$84.91 - $92.56 $13.5M - $14.7M	159K $14.6M
UBER	35K New	$64.62 - $93.3 $2.26M - $3.27M	35K $3.27M
CVS	45K New	$60.04 - $70.18 $2.7M - $3.16M	45K $3.1M
EXAS	25K New	$40.31 - $58.08 $1.01M - $1.45M	25K $1.33M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCD	-55.8K - 93.3%	$285.55 - $321.23 $15.9M - $17.9M	4.01K $1.17M
UNH	-28.8K - 85.2%	$274.35 - $599.47 $7.9M - $17.3M	5K $1.56M
DG	-173K - 85.21%	$86.02 - $114.95 $14.9M - $19.9M	30K $3.43M
BDX	-3.08K - 2.8%	$165.15 - $226.42 $509K - $698K	107K $18.4M
MRK	-23K - 83.64%	$73.47 - $87.12 $1.69M - $2M	4.5K $356K
ISRG	-7.25K - 14.43%	$451.58 - $565.94 $3.27M - $4.1M	43K $23.4M

Activity Summary All Purchases 57 New Holdings 30 Increased Positions 27 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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