Savant Capital, LLC quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Savant Capital, LLC opened 1 positions, added to 2, reduced 1, sold out of 4 and left 0 unchanged. The largest increase in value was MAREX GROUP PLC (+$594,531); the largest decrease was BERKSHIRE HATHAWAY INC DEL (-$1,159,890).
- CARNIVAL CORP: Country of operation —; Class COMMON STOCK; Shares 2026-03-31 23,596; Shares 2026-06-30 0.
- DUPONT DE NEMOURS INC: Country of operation United States; Class COM; Shares 2026-03-31 12,519; Shares 2026-06-30 0.
- ENVIRI CORP: Country of operation United States; Class COM; Shares 2026-03-31 13,580; Shares 2026-06-30 0.
- UPLAND SOFTWARE INC: Country of operation United States; Class COM; Shares 2026-03-31 13,500; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1482880): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-08-10). 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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