ROYAL LONDON ASSET MANAGEMENT LTD quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, ROYAL LONDON ASSET MANAGEMENT LTD opened 15 positions, added to 183, reduced 413, sold out of 25 and left 46 unchanged. The largest increase in value was MU (+$704,655,694); the largest decrease was SUNB (-$150,202,349).
- CTRA: Country of operation United States; Class COM; Shares 2026-03-31 1,924,481; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 285,533; Shares 2026-06-30 0.
- WSC: Country of operation United States; Class COM CL A; Shares 2026-03-31 2,467,235; Shares 2026-06-30 0.
- IBP: Country of operation United States; Class COM; Shares 2026-03-31 143,207; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 863748): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-08-13). 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 |
|---|
CTRA
COTERRA ENERGY INC | United States | COM | 1,924,481 | 0 | -1,924,481 | $67,626,262 | $0 | -$67,626,262 |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 285,533 | 0 | -285,533 | $64,539,024 | $0 | -$64,539,024 |
|---|
WSC
WILLSCOT HLDGS CORP | United States | COM CL A | 2,467,235 | 0 | -2,467,235 | $42,831,200 | $0 | -$42,831,200 |
|---|
IBP
INSTALLED BLDG PRODS INC | United States | COM | 143,207 | 0 | -143,207 | $37,971,336 | $0 | -$37,971,336 |
|---|
BJ
BJS WHSL CLUB HLDGS INC | United States | COM | 246,248 | 0 | -246,248 | $24,355,158 | $0 | -$24,355,158 |
|---|
HOLX
HOLOGIC INC | United States | COM | 121,861 | 0 | -121,861 | $9,211,473 | $0 | -$9,211,473 |
|---|
SOLS
SOLSTICE ADVANCED MATLS INC | United States | COM SHS | 62,874 | 0 | -62,874 | $4,788,484 | $0 | -$4,788,484 |
|---|
MOH
MOLINA HEALTHCARE INC | United States | COM | 26,191 | 0 | -26,191 | $3,480,260 | $0 | -$3,480,260 |
|---|
VSNT
VERSANT MEDIA GROUP INC | United States | COM CL A | 79,163 | 0 | -79,163 | $2,930,614 | $0 | -$2,930,614 |
|---|
PAYC
PAYCOM SOFTWARE INC | United States | COM | 20,896 | 0 | -20,896 | $2,564,984 | $0 | -$2,564,984 |
|---|
QFIN
QFIN HOLDINGS INC | | AMERICAN DEP | 61,600 | 0 | -61,600 | $795,256 | $0 | -$795,256 |
|---|
AFG
AMERICAN FINANCIAL GROUP INC | United States | COM | 6,023 | 0 | -6,023 | $768,505 | $0 | -$768,505 |
|---|
TRIXXXX
THOMSON REUTERS CORP | | COM | 8,037 | 0 | -8,037 | $723,169 | $0 | -$723,169 |
|---|
POOL
POOL CORP | United States | COM | 3,163 | 0 | -3,163 | $643,908 | $0 | -$643,908 |
|---|
ACM
AECOM | United States | COM | 6,821 | 0 | -6,821 | $578,557 | $0 | -$578,557 |
|---|
DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 15,632 | 0 | -15,632 | $337,964 | $0 | -$337,964 |
|---|
ZBRA
ZEBRA TECHNOLOGIES CORPORATI | United States | CL A | 1,482 | 0 | -1,482 | $309,857 | $0 | -$309,857 |
|---|
BLDR
BUILDERS FIRSTSOURCE INC | United States | COM | 3,095 | 0 | -3,095 | $254,811 | $0 | -$254,811 |
|---|
UHS
UNIVERSAL HLTH SVCS INC | United States | CL B | 1,371 | 0 | -1,371 | $245,368 | $0 | -$245,368 |
|---|
OTEX
OPEN TEXT CORP | | COM | 10,806 | 0 | -10,806 | $240,325 | $0 | -$240,325 |
|---|
UDR
UDR INC | United States | COM | 6,679 | 0 | -6,679 | $225,617 | $0 | -$225,617 |
|---|
OKLO
OKLO INC | United States | COM CL A | 4,044 | 0 | -4,044 | $200,542 | $0 | -$200,542 |
|---|
SNAP
SNAP INC | United States | CL A | 33,894 | 0 | -33,894 | $155,912 | $0 | -$155,912 |
|---|
DOC
HEALTHPEAK PROPERTIES INC | United States | COM | 7,999 | 0 | -7,999 | $131,424 | $0 | -$131,424 |
|---|
MNDY
MONDAY COM LTD | | SHS | 1,652 | 0 | -1,652 | $114,170 | $0 | -$114,170 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Aristotle Capital Management, LLC | United States | $47.776B | 191 |
|---|
| Tidal Investments LLC | United States | $47.420B | 3,224 |
|---|
| Korea Investment CORP | South Korea | $48.270B | 688 |
|---|
| ASSETMARK, INC | United States | $49.040B | 3,443 |
|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | United States | $49.101B | 3,722 |
|---|
| Rakuten Investment Management, Inc. | Japan | $49.191B | 509 |
|---|
| Financial Engines Advisors L.L.C. | United States | $49.250B | 530 |
|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | Switzerland | $45.965B | 2,557 |
|---|
| Wealthfront Advisers LLC | United States | $45.561B | 1,076 |
|---|
| LMR Partners LLP | United Kingdom | $45.431B | 1,744 |
|---|