Institutions / Alpine Associates Management Inc. / Activity
Activity — Alpine Associates Management Inc.
21 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Qorvo, Inc. Common stock | $29.92M | +387K +93.12% | 801,559 3.66% of portfolio | medium |
| Q1 2026 as of | Add | CSG Systems International Inc Common stock | $28.38M | +355K +747.40% | 402,515 1.90% of portfolio | medium |
| Q1 2026 as of | Add | Warner Bros. Discovery, Inc. Common stock | $27.31M | +995K +174.50% | 1,564,650 2.53% of portfolio | medium |
| Q1 2026 as of | Add | Clearwater Analytics Holdings, Inc. Common stock | $20.82M | +880K +228.68% | 1,265,435 1.76% of portfolio | medium |
| Q1 2026 as of | Add | Sumisho Air Lease Corp Common stock | $17.12M | +264K +23.57% | 1,382,306 5.29% of portfolio | medium |
| Q1 2026 as of | Add | Janus Henderson Group PLC Common stock | $16.98M | +331K +127.11% | 590,576 1.79% of portfolio | medium |
| Q1 2026 as of | Add | DigitalBridge Group, Inc. Common stock | $16.54M | +1.1M +282.19% | 1,452,335 1.32% of portfolio | medium |
| Q1 2026 as of | Add | Kenvue Inc. Common stock | $13.96M | +810K +37.52% | 2,968,520 3.02% of portfolio | medium |
| Q1 2026 as of | Add | Electronic Arts Inc. Common stock | $10.06M | +49K +18.19% | 320,764 3.86% of portfolio | medium |
| Q1 2026 as of | Add | Amicus Therapeutics Inc Common stock | $9.36M | +647K +68.16% | 1,596,190 1.36% of portfolio | medium |
| Q1 2026 as of | Add | SEMrush Holdings, Inc. Common stock | $8.41M | +704K +80.01% | 1,584,094 1.12% of portfolio | medium |
| Q1 2026 as of | Add | Sealed Air Corp Common stock | $8.32M | +198K +46.31% | 624,900 1.55% of portfolio | medium |
| Q1 2026 as of | Add | SUNC SunocoCorp LLC Common Stock | $7.97M | +129K +225.36% | 186,676 0.68% of portfolio | medium |
| Q1 2026 as of | Add | Brighthouse Financial, Inc. Common stock | $4.87M | +81K +21.81% | 453,947 1.60% of portfolio | low |
| Q1 2026 as of | Add | SIMO Silicon Motion Technology CORP ADR | $4.14M | +37K +46.14% | 116,878 0.77% of portfolio | low |
| Q1 2026 as of | Add | International Money Express, Inc. Common stock | $3.33M | +211K +53.97% | 600,998 0.56% of portfolio | low |
| Q1 2026 as of | Add | Udemy, Inc. Common stock | $2.85M | +618K +108.39% | 1,187,402 0.32% of portfolio | low |
| Q1 2026 as of | Add | ProAssurance Corp Common stock | $2.71M | +110K +13.12% | 945,590 1.38% of portfolio | low |
| Q1 2026 as of | Add | Two Harbors Investment Corp. Common stock | $2.17M | +190K +39.96% | 664,251 0.45% of portfolio | low |
| Q1 2026 as of | Add | 138103106 Common stock | $1.81M | +168K +8.78% | 2,078,079 1.32% of portfolio | low |
| Q1 2026 as of | Add | Helix Acquisition Corp. III Common stock | $309.8K | +5K +1.05% | 512,106 1.76% of portfolio | low |