Institutions / Sandler Capital Management / Activity
Activity — Sandler Capital Management
39 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Clean Harbors Inc Common stock | $3.16M | +11K | 11,027 2.15% of portfolio | low |
| Q1 2026 as of | New | Quest Diagnostics Inc Common stock | $2.93M | +15K | 14,955 1.99% of portfolio | low |
| Q1 2026 as of | New | Analog Devices Inc Common stock | $2.33M | +7K | 7,338 1.59% of portfolio | low |
| Q1 2026 as of | New | AMETEK Inc Common stock | $2.20M | +10K | 10,258 1.49% of portfolio | low |
| Q1 2026 as of | New | Westinghouse Air Brake Technologies Corp Common stock | $1.85M | +7K | 7,411 1.26% of portfolio | low |
| Q1 2026 as of | New | Home Depot, Inc. Common stock | $1.84M | +6K | 5,609 1.25% of portfolio | low |
| Q1 2026 as of | New | The Boeing Company Common stock | $1.69M | +9K | 8,500 1.15% of portfolio | low |
| Q1 2026 as of | New | FedEx Corp Common stock | $1.67M | +5K | 4,700 1.14% of portfolio | low |
| Q1 2026 as of | New | Lockheed Martin Corp Common stock | $1.67M | +3K | 2,765 1.14% of portfolio | low |
| Q1 2026 as of | New | Flex Ltd. Common stock | $1.66M | +25K | 25,358 1.13% of portfolio | low |
| Q1 2026 as of | New | MACOM Technology Solutions Holdings, Inc. Common stock | $1.52M | +7K | 6,857 1.03% of portfolio | low |
| Q1 2026 as of | New | 654902204 Common stock | $1.45M | +180K | 180,418 0.99% of portfolio | low |
| Q1 2026 as of | New | Equinix Inc Common stock | $1.43M | +1K | 1,460 0.97% of portfolio | low |
| Q1 2026 as of | New | Linde PLC Common stock | $1.41M | +3K | 2,850 0.96% of portfolio | low |
| Q1 2026 as of | New | G1827P106 Common stock | $1.32M | +121K | 121,000 0.90% of portfolio | low |
| Q1 2026 as of | New | RBC Bearings Inc Common stock | $1.31M | +2K | 2,407 0.89% of portfolio | low |
| Q1 2026 as of | New | Cloudflare, Inc. Common stock | $1.23M | +6K | 5,954 0.83% of portfolio | low |
| Q1 2026 as of | New | Ebay Inc Common stock | $1.11M | +12K | 12,143 0.75% of portfolio | low |
| Q1 2026 as of | New | General Electric Co Common stock | $1.08M | +4K | 3,800 0.73% of portfolio | low |
| Q1 2026 as of | New | Moody's Corp Common stock | $1.04M | +2K | 2,382 0.71% of portfolio | low |
| Q1 2026 as of | New | Aehr Test Systems Common stock | $1.03M | +28K | 27,807 0.70% of portfolio | low |
| Q1 2026 as of | New | Csx Corp Common stock | $1.03M | +25K | 25,007 0.70% of portfolio | low |
| Q1 2026 as of | New | Hershey Co Common stock | $866.5K | +4K | 4,168 0.59% of portfolio | low |
| Q1 2026 as of | New | Advanced Energy Industries Inc Common stock | $806.8K | +3K | 2,500 0.55% of portfolio | low |
| Q1 2026 as of | New | Advanced Micro Devices Inc Common stock | $803.5K | +4K | 3,950 0.55% of portfolio | low |
| Q1 2026 as of | New | Viavi Solutions Inc. Common stock | $782.9K | +24K | 23,525 0.53% of portfolio | low |
| Q1 2026 as of | New | Cava Group, Inc. Common stock | $740.2K | +9K | 9,150 0.50% of portfolio | low |
| Q1 2026 as of | New | M87915274 Common stock | $719.5K | +4K | 4,100 0.49% of portfolio | low |
| Q1 2026 as of | New | Karman Holdings Inc. Common stock | $676.4K | +8K | 8,450 0.46% of portfolio | low |
| Q1 2026 as of | New | Deckers Outdoor Corp Common stock | $667.9K | +7K | 6,673 0.45% of portfolio | low |
| Q1 2026 as of | New | INFQ Infleqtion, Inc. Common Stock | $596.4K | +61K | 60,792 0.41% of portfolio | low |
| Q1 2026 as of | New | Lumentum Hldgs Inc Common stock | $527.1K | +750 | 750 0.36% of portfolio | low |
| Q1 2026 as of | New | Marvell Technology, Inc. Common stock | $515.0K | +5K | 5,199 0.35% of portfolio | low |
| Q1 2026 as of | New | Kla Corp Common stock | $471.2K | +320 | 320 0.32% of portfolio | low |
| Q1 2026 as of | New | Bloom Energy Corp Common stock | $415.0K | +3K | 3,063 0.28% of portfolio | low |
| Q1 2026 as of | New | Entegris, Inc. Common stock | $340.2K | +3K | 2,902 0.23% of portfolio | low |
| Q1 2026 as of | New | Reddit, Inc. Common stock | $297.8K | +2K | 2,212 0.20% of portfolio | low |
| Q1 2026 as of | New | Solstice Advanced Materials Inc. Common stock | $254.1K | +3K | 3,337 0.17% of portfolio | low |
| Q1 2026 as of | New | Robinhood Markets, Inc. Common stock | $200.1K | +3K | 2,888 0.14% of portfolio | low |