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Free — 5 of 47

Data as of Q4 2025

All position changes for D1 Capital Partners L.P.. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	CLH CLEAN HARBORS INC COM	Increased	2.8M	+13.8%	$652.3M	6.1%	71
2025-Q4	FLS Flowserve Corp	Increased	7.7M	+2.4%	$531.3M	5.0%	60
2025-Q4	JHX JAMES HARDIE INDS PLC	Increased	24.4M	+28.4%	$506.4M	4.7%	73
2025-Q4	RDDT Reddit Inc	Increased	2.1M	+4.6%	$487M	4.6%	61
2025-Q4	MELI MercadoLibre Inc	Increased	224,481	+74.3%	$452.2M	4.2%	87
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