Activity Feed

Free — 5 of 373

Data as of Q4 2025

All position changes for M&G Plc. Excludes unchanged positions.

Unique Stocks

373

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	MSFT Microsoft Corp	Increased	2.4M	+5.1%	$1.2B	6.0%	65
2025-Q4	AMCR Amcor PLC	Increased	115M	+6.1%	$919.9M	4.7%	62
2025-Q4	META Meta Platforms Inc	Decreased	877,138	-6.0%	$578.9M	3.0%	0
2025-Q4	GOOGL Alphabet Inc	Decreased	1.5M	-7.9%	$476.1M	2.4%	0
2025-Q4	VFC VF Corp	Increased	25.6M	+12.9%	$459.9M	2.4%	60
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