Disciplined Investors, L.L.C. 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, Disciplined Investors, L.L.C. opened 12 positions, added to 17, reduced 37, sold out of 10 and left 5 unchanged. The largest increase in value was INTC (+$3,789,256); the largest decrease was MSTR (-$1,150,253).
- FCNCA: Country of operation United States; Class CL A; Shares 2026-03-31 0; Shares 2026-06-30 642.
- UEC: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 89,000.
- IBM: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 3,054.
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 0; Shares 2026-06-30 801.
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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