Institutions / Foyston, Gordon & Payne Inc / Activity
Activity — Foyston, Gordon & Payne Inc
61 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | American Express Co Common stock | $-3.20M | -11K -19.85% | 42,768 2.98% of portfolio | low |
| Q1 2026 as of | New | Uber Technologies, Inc Common stock | $3.46M | +48K | 48,159 0.80% of portfolio | low |
| Q1 2026 as of | New | SUNB Sunbelt Rentals Holdings, Inc. Common Stock | $4.47M | +69K | 68,690 1.03% of portfolio | low |
| Q1 2026 as of | New | Autodesk, Inc. Common stock | $4.94M | +21K | 20,629 1.14% of portfolio | low |
| Q1 2026 as of | Trim | Ross Stores, Inc. Common stock | $-5.40M | -25K -59.85% | 16,728 0.84% of portfolio | medium |
| Q1 2026 as of | Exit | Electronic Arts Inc. Common stock | $-5.52M | -27K -100.00% | 0 | medium |
| Q1 2026 as of | New | Pool Corp Common stock | $6.73M | +33K | 33,253 1.55% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-7.95M | -28K -27.47% | 73,003 4.84% of portfolio | medium |
| Q1 2026 as of | New | LPL Financial Holdings Inc. Common stock | $8.64M | +29K | 28,724 1.99% of portfolio | medium |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-8.98M | -54K -32.96% | 110,512 4.21% of portfolio | medium |
| Q1 2026 as of | New | Honeywell International Inc Common stock | $15.70M | +69K | 69,473 3.62% of portfolio | medium |