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Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026

Applied Digital Corp

Q2 2026: held by 1 giants, composite weight 0.00%, consensus rank 982; this quarter 1 bought and 0 sold. Quarter-end price $37.30 (Jun 30, 2026).

Giants holding
1
previous quarter 0
Composite weight
0.00%
consensus rank 982
Quarter-end price
$37.30
Jun 30, 2026
Avg est. costest.
$37.30
vs quarter-end price 0%
I

Held by 1 Giants

Sorted by portfolio weight; click a name for that giant’s holding history.

How to Read This

Est. average cost: shares bought each quarter × (start + end price) ÷ 2, weighted; positions held before Q1 1999 (or the giant’s earliest electronic filing) start from that quarter’s price. 13F does not show actual trade prices.

GiantWeightSharesValueFirst boughtQuarters heldEst. avg costvs costThis quarter
Dan Loeb0.0%22.0K$821KQ2 20261$37.30est.0%New
II

Cost Map: 1 of 1 Giants Have an Estimated Cost Below the Quarter-End Price

One row per giant: the dot is the estimated average cost (bigger = heavier weight); the gold line is the latest quarter-end price.

cost below price (paper gain)cost above price (paper loss)quarter-end price
Cost Map$34.00$36.00$38.00Dan Loeb
IV

More Giants or Fewer

Giants Holding

Giants Holding00011Q2 2026

Buyers and Sellers (Last 20 Quarters)

BoughtSold
Buyers and Sellers Each Quarter10001Q2 2026

Composite Weight (Hover for Rank)

Composite Weight0.0%0.0%0.0%0.0%Q2 2026
V

Holding History

Open a giant: when the holding began, which quarters it changed, and how the estimated cost moved. The table lists quarters with trades plus the latest quarter.

How to Read This

In the chart, prices and cost are converted to today’s share count (split-adjusted); the table shows each quarter’s own figures. Est. trade price = (start + end price) ÷ 2, only a rough level.

Dan Loeb 0.0% · since Q2 2026

Giant page →

QuarterMoveChangeShares heldWeightStart → end priceEst. trade priceRunning est. cost
Q2 2026New+22.0K22.0K0.0%— → $37.30$37.30$37.30