TOMS Capital Investment Management LP Last Quarter Change: USA Stocks, New

TOMS Capital Investment Management LP 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, TOMS Capital Investment Management LP opened 12 positions, added to 0, reduced 3, sold out of 10 and left 0 unchanged. The largest increase in value was DVN (+$423,901,880); the largest decrease was AER (-$191,228,920).

DVN: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 10,259,000.
RIOT: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 5,875,000.
INTC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,047,000.
MKSI: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 293,000.

Two Form 13F-HR filings compared (SEC CIK 1743937): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). 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 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
DVN DEVON ENERGY CORP NEW	United States	COM	10,259,000	+10,259,000	$0	$423,901,880	+$423,901,880
RIOT RIOT PLATFORMS INC	United States	COM	5,875,000	+5,875,000	$0	$160,857,500	+$160,857,500
INTC INTEL CORP	United States	COM	1,047,000	+1,047,000	$0	$146,192,610	+$146,192,610
MKSI MKS INC.	United States	COM	293,000	+293,000	$0	$130,326,400	+$130,326,400
NVT NVENT ELEC PLC		SHS	733,000	+733,000	$0	$124,324,130	+$124,324,130
BRUN BOOST RUN INC	United States	ORD SHS CL A	3,125,000	+3,125,000	$0	$121,281,250	+$121,281,250
UNM UNUM GROUP	United States	COM	1,275,000	+1,275,000	$0	$113,985,000	+$113,985,000
VOYA VOYA FINANCIAL INC	United States	COM	1,251,000	+1,251,000	$0	$113,253,030	+$113,253,030
CRBG COREBRIDGE FINL INC	United States	COM	3,075,000	+3,075,000	$0	$88,037,250	+$88,037,250
TTMI TTM TECHNOLOGIES INC	United States	COM	411,000	+411,000	$0	$76,865,220	+$76,865,220
AMZN AMAZON COM INC	United States	COM	261,000	+261,000	$0	$62,206,740	+$62,206,740
BTDR BITDEER TECHNOLOGIES GROUP		CL A ORD SHS	2,225,000	+2,225,000	$0	$35,310,750	+$35,310,750

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