| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Newport Trust Company, LLC | 39% | $2,774,977,547 | 4,515,977 | Newport Trust Company, LLC | 30 Sep 2025 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Newport Trust Company, LLC | 39% | 4,515,977 | -3.3% | 6.3% | $2,774,977,547 |
| VANGUARD GROUP INC | 2.6% | 306,276 | -7.3% | 0% | $188,200,476 |
| DIMENSIONAL FUND ADVISORS LP | 2.2% | 259,598 | -14% | 0.03% | $159,522,673 |
| BlackRock, Inc. | 1.7% | 203,164 | -10% | 0% | $124,840,205 |
| Allianz Asset Management GmbH | 1.5% | 176,024 | -1.4% | 0.13% | $108,163,228 |
| MORGAN STANLEY | 1.3% | 146,469 | +44% | 0.01% | $90,003,162 |
| RENAISSANCE TECHNOLOGIES LLC | 1.2% | 144,100 | +12% | 0.12% | $88,546,568 |
| FIRST TRUST ADVISORS LP | 1% | 117,641 | -30% | 0.05% | $72,288,041 |
| Clientfirst Wealth Management, LLC | 0.93% | 108,101 | -0.17% | 53% | $66,425,902 |
| AQR CAPITAL MANAGEMENT LLC | 0.89% | 103,714 | +14% | 0.04% | $63,730,404 |
| Bank of New York Mellon Corp | 0.68% | 79,086 | +2.2% | 0.01% | $48,596,813 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 0.61% | 70,880 | +757% | 0.74% | $43,554,342 |
| Gotham Asset Management, LLC | 0.57% | 66,519 | +53% | 0.18% | $40,874,595 |
| STATE STREET CORP | 0.56% | 65,659 | +0.09% | 0% | $40,366,416 |
| MACQUARIE GROUP LTD | 0.56% | 65,516 | 0% | 0.05% | $40,258,000 |
| GOLDMAN SACHS GROUP INC | 0.54% | 63,190 | +5.7% | 0.01% | $38,828,998 |
| BANK OF AMERICA CORP /DE/ | 0.54% | 62,221 | -5.1% | 0% | $38,233,559 |
| Summit Street Capital Management, LLC | 0.47% | 54,836 | -11% | 5% | $33,697,533 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.46% | 53,392 | +3.8% | 0% | $32,814,075 |
| UBS Group AG | 0.46% | 53,177 | -22% | 0.01% | $32,676,203 |
| Balyasny Asset Management L.P. | 0.45% | 51,772 | 0.06% | $31,812,859 | |
| AMERICAN CENTURY COMPANIES INC | 0.43% | 50,010 | +15% | 0.02% | $30,730,145 |
| Hexagon Capital Partners LLC | 0.42% | 49,038 | -0% | 6% | $30,132,870 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.38% | 44,323 | +1.2% | 0% | $27,235,597 |
| NORTHERN TRUST CORP | 0.36% | 42,148 | -1.6% | 0% | $25,899,103 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,475 | $917,963 | -$1,145,012 | 60,634.13% | 7 |
| 2025 Q3 | 7,901,733 | $4,854,497,744 | -$129,314,278 | 61,448% | 288 |
| 2025 Q2 | 8,163,580 | $3,411,457,786 | +$20,394,873 | 41,783% | 259 |
| 2025 Q1 | 8,120,797 | $2,908,117,374 | -$230,082,732 | 35,813% | 247 |
| 2024 Q4 | 8,694,202 | $3,756,284,174 | +$33,859,647 | 43,174% | 241 |
| 2024 Q3 | 8,505,347 | $3,263,267,037 | +$74,157,014 | 38,369% | 215 |
| 2024 Q2 | 8,273,639 | $3,643,682,091 | -$100,665,386 | 44,039% | 251 |
| 2024 Q1 | 8,496,344 | $4,007,269,430 | -$152,447,982 | 47,164% | 241 |
| 2023 Q4 | 8,828,104 | $3,565,725,959 | +$25,735,550 | 40,365% | 227 |
| 2023 Q3 | 8,929,075 | $2,952,942,428 | -$20,333,109 | 33,081% | 208 |
| 2023 Q2 | 9,003,756 | $2,936,193,840 | -$80,179,908 | 32,628% | 201 |
| 2023 Q1 | 9,256,393 | $2,845,151,863 | -$84,757,951 | 30,768% | 229 |
| 2022 Q4 | 9,536,417 | $3,085,236,681 | -$29,920,714 | 32,320% | 241 |
| 2022 Q3 | 9,613,611 | $2,629,871,443 | -$167,582,925 | 27,275.98% | 200 |
| 2022 Q2 | 10,272,558 | $2,266,019,416 | -$170,734,654 | 22,056.95% | 207 |
| 2022 Q1 | 11,071,420 | $2,972,376,074 | -$185,019,660 | 26,839.24% | 215 |
| 2021 Q4 | 11,785,231 | $2,897,662,063 | -$55,791,006 | 24,502.1% | 218 |
| 2021 Q3 | 11,847,831 | $2,047,630,808 | -$51,285,914 | 17,252% | 173 |
| 2021 Q2 | 12,116,964 | $2,191,582,303 | -$136,734,026 | 18,088.01% | 152 |
| 2021 Q1 | 13,064,637 | $1,261,577,951 | -$117,316,696 | 9,656.81% | 139 |
| 2020 Q4 | 14,932,206 | $941,373,546 | -$74,950,566 | 6,305.07% | 130 |
| 2020 Q3 | 16,434,150 | $599,598,344 | -$59,986,464 | 3,651.91% | 127 |
| 2020 Q2 | 18,440,489 | $475,524,572 | -$73,486,468 | 2,578.96% | 134 |
| 2020 Q1 | 20,295,019 | $748,368,556 | -$69,635,529 | 3,695.14% | 139 |
| 2019 Q4 | 21,593,640 | $1,586,394,979 | -$87,295,933 | 7,348% | 176 |
| 2019 Q3 | 22,877,554 | $1,508,689,686 | -$71,331,475 | 6,610.98% | 172 |
| 2019 Q2 | 24,075,740 | $1,499,353,641 | +$48,441,431 | 6,228% | 174 |
| 2019 Q1 | 23,223,241 | $1,672,228,870 | -$28,652,584 | 7,201.97% | 200 |
| 2018 Q4 | 23,834,310 | $1,437,477,042 | -$108,935,906 | 6,031% | 178 |
| 2018 Q3 | 25,434,580 | $1,941,628,965 | +$76,838,264 | 7,634% | 208 |
| 2018 Q2 | 24,338,404 | $2,302,449,114 | -$25,848,258 | 9,449.99% | 201 |
| 2018 Q1 | 24,704,719 | $1,984,534,282 | -$79,122,550 | 8,034.02% | 211 |
| 2017 Q4 | 25,866,985 | $1,553,514,719 | -$445,904,402 | 6,004.81% | 195 |
| 2017 Q3 | 25,893,440 | $1,453,060,802 | -$120,211,290 | 5,607% | 185 |
| 2017 Q2 | 28,012,684 | $1,616,226,203 | +$68,159,194 | 5,769.01% | 179 |
| 2017 Q1 | 26,943,813 | $1,407,727,271 | +$49,993,324 | 5,224% | 198 |
| 2016 Q4 | 27,325,219 | $1,712,917,184 | -$45,302,199 | 6,268.97% | 181 |
| 2016 Q3 | 27,809,390 | $1,751,275,046 | +$30,744,232 | 6,300.96% | 179 |
| 2016 Q2 | 27,348,927 | $1,657,312,397 | -$162,815,475 | 6,059.95% | 173 |
| 2016 Q1 | 29,644,946 | $2,517,097,780 | -$126,786,585 | 8,490.93% | 200 |
| 2015 Q4 | 32,088,479 | $2,108,897,100 | -$113,939,596 | 6,571.07% | 201 |
| 2015 Q3 | 33,513,891 | $2,929,550,046 | +$108,948,378 | 8,739% | 215 |
| 2015 Q2 | 32,306,005 | $3,398,335,153 | -$69,825,012 | 10,519.01% | 234 |
| 2015 Q1 | 32,743,628 | $4,467,971,786 | -$311,271,450 | 13,651.01% | 229 |
| 2014 Q4 | 35,262,671 | $4,412,312,784 | +$49,713,192 | 12,517.93% | 221 |
| 2014 Q3 | 36,339,036 | $3,960,258,732 | -$125,701,192 | 10,897.98% | 201 |
| 2014 Q2 | 37,362,196 | $4,357,672,560 | +$136,069,682 | 11,661% | 214 |
| 2014 Q1 | 36,610,449 | $3,383,308,185 | +$328,114 | 9,240.01% | 212 |