What Dan Sundheim Bought in Q3 2025
D1 Capital Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$8.71B
Total Value
38
Holdings
13
New Buys
9
Reduced
In Q3 2025, Dan Sundheim reported 38 long equity positions worth $8.71B in their D1 Capital Partners 13F filing, including 13 new positions (largest: JAMES HARDIE INDS PLC at $364.9M) and 13 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CART | MAPLEBEAR INC | 22558255 | $829.2M | 9.52% | — |
| 2 | APP | APPLOVIN CORP | 836782 | $601.3M | 6.90% | +5.9% |
| 3 | CLH | CLEAN HARBORS INC | 2445583 | $567.9M | 6.52% | +69.4% |
| 4 | RDDT | REDDIT INC | 2024597 | $465.6M | 5.35% | +5.1% |
| 5 | FLS | FLOWSERVE CORP | 7479351 | $397.5M | 4.56% | +343.6% |
| 6 | JHIUF | JAMES HARDIE INDS PLC | 18997847 | $364.9M | 4.19% | NEW |
| 7 | SCHW | SCHWAB CHARLES CORP | 3821904 | $364.9M | 4.19% | +8.5% |
| 8 | KRC | KILROY RLTY CORP | 8482654 | $358.4M | 4.12% | +349.5% |
| 9 | XPO | XPO INC | 2505738 | $323.9M | 3.72% | -20.3% |
| 10 | MELI | MERCADOLIBRE INC | 128803 | $301.0M | 3.46% | NEW |
| 11 | BAC | BANK AMERICA CORP | 5524547 | $285.0M | 3.27% | -30.6% |
| 12 | CNM | CORE & MAIN INC | 5176680 | $278.7M | 3.20% | -13.9% |
| 13 | PRMB | PRIMO BRANDS CORPORATION | 11814815 | $261.1M | 3.00% | 145.6% |
| 14 | USFD | US FOODS HLDG CORP | 3361200 | $257.5M | 2.96% | +225.7% |
| 15 | LINE | LINEAGE INC | 6181894 | $238.9M | 2.74% | +33.7% |
| 16 | SE | SEA LTD | 1292643 | $231.0M | 2.65% | NEW |
| 17 | AVGO | BROADCOM INC | 667400 | $220.2M | 2.53% | NEW |
| 18 | COF | Capital One Financial | 981310 | $208.6M | 2.40% | +-15.5% |
| 19 | META | META PLATFORMS INC | 271400 | $199.3M | 2.29% | NEW |
| 20 | DHR | DANAHER CORPORATION | 908691 | $180.2M | 2.07% | +459.2% |
| 21 | NU | NU HLDGS LTD | 10178933 | $163.0M | 1.87% | -57.8% |
| 22 | APO | APOLLO GLOBAL MGMT INC | 1159000 | $154.5M | 1.77% | -18.1% |
| 23 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 3730000 | $147.4M | 1.69% | NEW |
| 24 | DIS | DISNEY WALT CO | 1206000 | $138.1M | 1.59% | NEW |
| 25 | CRS | CARPENTER TECHNOLOGY CORP | 505329 | $124.1M | 1.42% | -38.6% |
| 26 | PM | PHILIP MORRIS INTL INC | 740308 | $120.1M | 1.38% | +-39.6% |
| 27 | WING | WINGSTOP INC | 472135 | $118.8M | 1.36% | NEW |
| 28 | ALK | ALASKA AIR GROUP INC | 2338340 | $116.4M | 1.34% | -25.6% |
| 29 | NVDA | NVIDIA CORPORATION | 616600 | $115.0M | 1.32% | NEW |
| 30 | ENTG | ENTEGRIS INC | 1149981 | $106.3M | 1.22% | -72.4% |
| 31 | SNPS | SYNOPSYS INC | 156783 | $77.4M | 0.89% | NEW |
| 32 | APG | API GROUP CORP | 2204600 | $75.8M | 0.87% | NEW |
| 33 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 994584 | $74.7M | 0.86% | +-14.2% |
| 34 | LPX | LOUISIANA PAC CORP | 803906 | $71.4M | 0.82% | +-55.6% |
| 35 | ECHO | ECHOSTAR CORP | 822200 | $62.8M | 0.72% | NEW |
| 36 | AFRM | AFFIRM HLDGS INC | 820000 | $59.9M | 0.69% | — |
| 37 | TDG | TRANSDIGM GROUP INC | 30800 | $40.6M | 0.47% | NEW |
| 38 | LXEO | LEXEO THERAPEUTICS INC | 978652 | $6.5M | 0.07% | — |