Disciplined Investors, L.L.C. quarter change: Foreign Stocks, Added
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Disciplined Investors, L.L.C. opened 0 positions, added to 2, reduced 1, sold out of 2 and left 1 unchanged. The largest increase in value was TSM (+$563,316); the largest decrease was NVO (-$743,563).
- TSM: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 3,395; Shares 2026-06-30 3,582.
- SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 2,589; Shares 2026-06-30 2,600.
Two Form 13F-HR filings compared (SEC CIK 2056242): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-11). 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.
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