Dan Sundheim — Recent Sells

D1 Capital Partners · Sold and reduced positions in the Q2 '26 13F filing.

Filed August 14, 2026 · Last updated

Dan Sundheim fully exited 10 positions and reduced 17 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $2.21B. Largest exit: KNIGHT-SWIFT TRANSN HLDGS IN (was $316.2M).

Fully exited (10)

TickerCompanyPrev SharesPrev ValuePrev % Portfolio
KNXKNIGHT-SWIFT TRANSN HLDGS IN5491563$316.2M2.82%
AVGOBROADCOM INC981495$303.8M2.70%
NVDANVIDIA CORPORATION1568793$273.6M2.44%
XPOXPO INC1287630$250.5M2.23%
CLSCELESTICA INC541556$152.5M1.36%
TSMTAIWAN SEMICONDUCTOR MANUFAC328600$111.1M0.99%
LYVLIVE NATION ENTERTAINMENT IN674317$102.8M0.92%
BLDTOPBUILD COR213433$75.0M0.67%
ADSKAUTODESK INC308907$74.0M0.66%
ASMLASML HLDG NV6800$9.0M0.08%

Reduced positions (17)

TickerCompanyShares NowValue Now% PortfolioChange
JHIUFJAMES HARDIE INDS PLC27545516$721.1M2.07%-2.7%
MELIMERCADOLIBRE INC277475$471.0M1.35%-25.7%
DHRDANAHER CORP DEL2282039$434.7M1.25%-1.0%
SHWSHERWIN WILLIAMS CO1252471$431.3M1.24%164.4%
KRCKILROY REALTY CORP10498120$393.4M1.13%-6.9%
CLHCLEAN HARBORS INC1315501$393.0M1.13%-1.7%
FLSFLOWSERVE CORP4968713$368.5M1.06%-15.4%
FERGFERGUSON ENTERPRISES INC1282038$304.3M0.87%267.0%
CVNACARVANA CO3779517$248.8M0.72%465.4%
DASHDOORDASH INC1303705$240.6M0.69%-9.3%
COFCapital One Financial1093438$219.4M0.63%-2.1%
LINELINEAGE INC4736312$204.8M0.59%-36.0%
CPNGCOUPANG INC10292141$178.8M0.51%-11.4%
SESEA LTD1678332$160.8M0.46%-58.6%
AFRMAFFIRM HLDGS INC1908511$155.6M0.45%-1.5%
PURRHYPERLIQUID STRATEGIES INC6342600$49.9M0.14%-20.7%
ADIANALOG DEVICES INC102040$40.5M0.12%-65.1%
Full portfolio →Recent buys →Most sold stocks this quarter →