Capital Research Global Investors quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Capital Research Global Investors opened 31 positions, added to 159, reduced 200, sold out of 60 and left 3 unchanged. The largest increase in value was NVDA (+$6,900,851,367); the largest decrease was CNQ (-$3,428,818,791).
- GOOGM: Country of operation —; Class DEP SHS RP1/20 A; Shares 2026-03-31 0; Shares 2026-06-30 18,330,677.
- GOOGN: Country of operation —; Class DEP SHS RP1/20 B; Shares 2026-03-31 0; Shares 2026-06-30 18,330,577.
- HON: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 3,299,891.
- HONA: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 3,299,870.
Two Form 13F-HR filings compared (SEC CIK 1422848): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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GOOGM
ALPHABET INC | | DEP SHS RP1/20 A | 0 | 18,330,677 | +18,330,677 | $0 | $932,848,153 | +$932,848,153 |
|---|
GOOGN
ALPHABET INC | | DEP SHS RP1/20 B | 0 | 18,330,577 | +18,330,577 | $0 | $922,028,023 | +$922,028,023 |
|---|
HON
HONEYWELL INTL INC | United States | COM | 0 | 3,299,891 | +3,299,891 | $0 | $738,855,506 | +$738,855,506 |
|---|
HONA
HONEYWELL AEROSPACE INC | United States | COM | 0 | 3,299,870 | +3,299,870 | $0 | $729,532,779 | +$729,532,779 |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 0 | 1,308,049 | +1,308,049 | $0 | $543,219,669 | +$543,219,669 |
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INIO
INNIO NV | | ORDINARY SHARES | 0 | 8,585,662 | +8,585,662 | $0 | $339,562,932 | +$339,562,932 |
|---|
CBRS
CEREBRAS SYSTEMS INC | United States | COM CL A | 0 | 883,000 | +883,000 | $0 | $195,143,000 | +$195,143,000 |
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FRVO
FERVO ENERGY CO | United States | CL A COM | 0 | 6,004,702 | +6,004,702 | $0 | $175,517,439 | +$175,517,439 |
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RKT
ROCKET COS INC | United States | COM CL A | 0 | 10,703,415 | +10,703,415 | $0 | $168,578,786 | +$168,578,786 |
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ARXS
ARXIS INC | United States | CL A COM | 0 | 3,595,083 | +3,595,083 | $0 | $165,877,130 | +$165,877,130 |
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QNT
QUANTINUUM INC | United States | CL A COM | 0 | 1,754,325 | +1,754,325 | $0 | $143,398,526 | +$143,398,526 |
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WAT
WATERS CORP | United States | COM | 0 | 358,198 | +358,198 | $0 | $134,338,578 | +$134,338,578 |
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PHM
PULTE GROUP INC | United States | COM | 0 | 855,457 | +855,457 | $0 | $117,377,255 | +$117,377,255 |
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MXL
MAXLINEAR INC | United States | COM | 0 | 830,096 | +830,096 | $0 | $106,277,191 | +$106,277,191 |
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JHX
JAMES HARDIE INDS PLC | | ORD SHS | 0 | 3,609,448 | +3,609,448 | $0 | $94,495,349 | +$94,495,349 |
|---|
KARD
KARDIGAN INC | United States | COM | 0 | 3,598,942 | +3,598,942 | $0 | $85,834,767 | +$85,834,767 |
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LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 0 | 250,759 | +250,759 | $0 | $72,868,058 | +$72,868,058 |
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BTSG
BRIGHTSPRING HEALTH SVCS INC | United States | COM | 0 | 1,000,664 | +1,000,664 | $0 | $69,786,307 | +$69,786,307 |
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GAP
GAP INC | United States | COM | 0 | 2,907,430 | +2,907,430 | $0 | $54,310,792 | +$54,310,792 |
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MSA
MSA SAFETY INC | United States | COM | 0 | 306,306 | +306,306 | $0 | $53,474,901 | +$53,474,901 |
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BLDR
BUILDERS FIRSTSOURCE INC | United States | COM | 0 | 593,700 | +593,700 | $0 | $53,191,131 | +$53,191,131 |
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WBI
WATERBRIDGE INFRASTRUCTURE L | United States | CL A SHS REPSTG | 0 | 1,497,559 | +1,497,559 | $0 | $51,321,347 | +$51,321,347 |
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ENS
ENERSYS | United States | COM | 0 | 205,531 | +205,531 | $0 | $48,057,258 | +$48,057,258 |
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DPC
DPC HOLDINGS PLC | United Kingdom | ORDINARY SHARES | 0 | 815,000 | +815,000 | $0 | $39,983,900 | +$39,983,900 |
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HYMC
HYCROFT MINING HOLDING CORP | United States | CL A NEW | 0 | 1,486,903 | +1,486,903 | $0 | $34,793,530 | +$34,793,530 |
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CHEF
CHEFS WHSE INC | United States | COM | 0 | 347,104 | +347,104 | $0 | $33,356,694 | +$33,356,694 |
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ADEA
ADEIA INC | United States | COM | 0 | 916,045 | +916,045 | $0 | $30,165,362 | +$30,165,362 |
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JBTM
JBT MAREL CORPORATION | United States | COM | 0 | 190,546 | +190,546 | $0 | $27,629,170 | +$27,629,170 |
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HAWK
HAWKEYE 360 INC | United States | COM SHS | 0 | 700,000 | +700,000 | $0 | $14,154,000 | +$14,154,000 |
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FDXF
FEDEX FGHT HLDG CO INC | United States | COMMON STOCK | 0 | 51,359 | +51,359 | $0 | $7,755,024 | +$7,755,024 |
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MHK
MOHAWK INDS INC | United States | COM | 0 | 9,793 | +9,793 | $0 | $1,188,185 | +$1,188,185 |
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