Question 1

What stocks did Barry Rosenstein sell this quarter?

Accepted Answer

In the Q2 '26 13F filing, Barry Rosenstein fully exited 1 positions and reduced 3 existing holdings. Combined sell footprint: approximately $97.3M based on prior-quarter values.

Question 2

What was Barry Rosenstein's biggest sell?

Accepted Answer

Barry Rosenstein's largest fully-exited position in the Q2 '26 filing was ENHABIT INC (EHAB), previously worth $29.5M.

Question 3

How are these "sells" calculated?

Accepted Answer

Sells are derived from quarter-over-quarter changes in 13F filings. SOLD positions appeared in the prior filing but not the current one; REDUCED positions are existing holdings where share count fell. Note: 13F filings only cover long U.S. equity positions, so apparent "sells" could be short-side hedges or moves to other instruments.

Ticker	Company	Shares Now	Value Now	% Portfolio	Change
MRCY	MERCURY SYS INC	3958849	$484.3M	25.46%	-3.6%
SPY	SPDR S&P 500 ETF	342965	$256.1M	13.46%	-0.2%
FISV	FISERV INC	3662080	$179.6M	9.44%	-17.4%

Barry Rosenstein — Recent Sells

Fully exited (1)

Reduced positions (3)