Exits · capitulation feed

Who fully gave up on which stock?

344 full-exit 13F moves across the last 8 quarters. Every row is a superinvestor who sold every share of a position — zero remaining, no cost averaging back in, fully gone.

Exits are the rawest capitulation signal. An “add” or “trim” is ambiguous. An exit means the thesis broke.

344

Total exits 8Q

Latest quarter

Contrarian exits

Contrarian exits · model still bullish

They walked away. The model still says buy.

These are the exits where the smart-money ConvictionScore is still > +20. Either the manager was early, the model is wrong, or the thesis shifted in ways the model hasn’t caught yet.

BN· Stanley Druckenmiller · Q3 2025

+23

BN· Andreas Halvorsen · Q3 2024

+23

BABA· Michael Burry · Q2 2024

+39

GE· Andreas Halvorsen · Q2 2024

+41

GE· Prem Watsa · Q2 2024

+41

GE· Stanley Druckenmiller · Q2 2024

+41

OXY· Carl Icahn · Q2 2024

+33

Full feed · newest quarter first

Every exit, in order

Q4 2025

50 exits

89BIO

−2

89BIO INC

exit · Joel Greenblatt

exit · Joel Greenblatt

APP

−12

APPLOVIN CORP

exit · Andreas Halvorsen

ARM

Arm Holdings Plc

exit · Stanley Druckenmiller

BAC

+14

Bank America Corp

exit · Stanley Druckenmiller

exit · Joel Greenblatt

−2

Citigroup Inc

exit · Stanley Druckenmiller

exit · Andreas Halvorsen

CHEGG

−5

CHEGG INC

exit · Joel Greenblatt

exit · Stephen Mandel

CMG

CHIPOTLE MEXICAN GRILL INC

exit · Andreas Halvorsen

CMG

CHIPOTLE MEXICAN GRILL INC

exit · Bill Ackman

COF

−6

Capital One Finl Corp

exit · Stanley Druckenmiller

EQIX

ETSY INC

exit · Stephen Mandel

EQT

−8

Eqt Corp

exit · Stanley Druckenmiller

EQT

−8

EQT CORP

exit · Stephen Mandel

GEV

−8

Ge Vernova Inc

exit · Stanley Druckenmiller

exit · Andreas Halvorsen

IVV

ISHARES RUSSELL 2000 ETF

exit · Stanley Druckenmiller

LSXMA

−11

Liberty Media Corp Del

exit · Stanley Druckenmiller

META

Meta Platforms Inc

exit · Stanley Druckenmiller

exit · Stanley Druckenmiller

exit · Andreas Halvorsen

NKE

NIKE INC

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

PHILIP MORRIS INTL INC

exit · Andreas Halvorsen

−8

PROCTER AND GAMBLE CO

exit · Joel Greenblatt

exit · Stephen Mandel

SEA

−1

SEA LTD

exit · Stephen Mandel

exit · Stanley Druckenmiller

UBER

+19

UBER TECHNOLOGIES INC

exit · Joel Greenblatt

exit · Joel Greenblatt

Q3 2025

69 exits

AMERICAN TOWER CORP NEW

exit · Andreas Halvorsen

AMZN

AMAZON COM INC

exit · Andreas Halvorsen

ANSYS

ANSYS INC

exit · Joel Greenblatt

APP

−12

Applovin Corp

exit · Stanley Druckenmiller

AZEK

−1

AZEK CO INC

exit · Joel Greenblatt

exit · Stanley Druckenmiller

BLOCK

BLOCK INC

exit · Andreas Halvorsen

+23

Broadcom Inc

exit · Stanley Druckenmiller

BRF

−2

BRF SA

exit · Joel Greenblatt

CIBUS

−2

CIBUS INC

exit · Joel Greenblatt

exit · Andreas Halvorsen

CRM

−8

SALESFORCE INC

exit · Stephen Mandel

DELL

Delta Air Lines Inc Del

exit · Stanley Druckenmiller

DHR

−6

Danaher Corporation

exit · Stanley Druckenmiller

FISERV INC

exit · Seth Klarman

FNF

FIDELITY NATL INFORMATION SV

exit · Joel Greenblatt

Goldman Sachs Group Inc

exit · Stanley Druckenmiller

HESS

−1

HESS CORP

exit · Joel Greenblatt

exit · Joel Greenblatt

INTU

−8

INTUIT

exit · Stephen Mandel

exit · Joel Greenblatt

JOINT

−1

JOINT CORP

exit · Joel Greenblatt

Kinder Morgan Inc Del

exit · Stanley Druckenmiller

KT CORP

exit · Joel Greenblatt

LEN

−6

LENNAR CORP

exit · Andreas Halvorsen

LLY

−9

ELI LILLY & CO

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

LOAR

−1

LOAR HOLDINGS INC

exit · Joel Greenblatt

+17

MASTERCARD INCORPORATED

exit · Stanley Druckenmiller

exit · Andreas Halvorsen

OLO

−1

OLO INC

exit · Joel Greenblatt

Philip Morris Intl Inc

exit · Stanley Druckenmiller

QCOM

−2

QUALCOMM INC

exit · Andreas Halvorsen

QSR

+12

RESTAURANT BRANDS INTL INC

exit · Joel Greenblatt

exit · Joel Greenblatt

SIRI

−4

SIRI

exit · Warren Buffett

exit · Joel Greenblatt

UNITEDHEALTH GROUP INC

exit · Michael Burry

UNH

+12

UNITEDHEALTH GROUP INC

exit · Stephen Mandel

exit · Andreas Halvorsen

VERU

−1

VERU INC

exit · Joel Greenblatt

exit · Stanley Druckenmiller

exit · Joel Greenblatt

Q2 2025

41 exits

ALL

−2

ALLSTATE CORP

exit · Andreas Halvorsen

AMMO

−1

AMMO INC

exit · Joel Greenblatt

AMZN

Amazon Com Inc

exit · Stanley Druckenmiller

ARQ

ARQ INC

exit · Joel Greenblatt

exit · Joel Greenblatt

+19

CHUBB LIMITED

exit · Andreas Halvorsen

COF

−6

Capital One Finl Corp

exit · Stanley Druckenmiller

exit · Stanley Druckenmiller

HELLO

−1

HELLO GROUP INC

exit · Joel Greenblatt

exit · Andreas Halvorsen

JOYY

−1

JOYY INC

exit · Joel Greenblatt

LLY

−9

ELI LILLY & CO

exit · Stephen Mandel

LSXMA

−11

LIBERTY MEDIA CORP-LIBERTY FORMULA ONE

exit · Joel Greenblatt

MKTX

−3

MGM RESORTS INTERNATIONAL

MICRON TECHNOLOGY INC

exit · Joel Greenblatt

NFLX

NETFLIX INC

exit · Andreas Halvorsen

exit · Joel Greenblatt

exit · Andreas Halvorsen

exit · Joel Greenblatt

SPOTIFY TECHNOLOGY S A

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

UNH

+12

UNITEDHEALTH GROUP INC

exit · Andreas Halvorsen

WEIBO

−1

WEIBO CORP

exit · Joel Greenblatt

Q1 2025

49 exits

exit · Andreas Halvorsen

AON

−7

AON PLC

exit · Andreas Halvorsen

APTIV

APTIV PLC

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

BILL

BILL HOLDINGS INC

exit · Joel Greenblatt

BLOCK

BLOCK INC

exit · Stephen Mandel

−2

Citigroup Inc

exit · Stanley Druckenmiller

−2

CITIGROUP INC

exit · Warren Buffett

CHARTER COMMUNICATIONS INC N

exit · Andreas Halvorsen

CMCSA

COMCAST CORP NEW

exit · Andreas Halvorsen

exit · Andreas Halvorsen

exit · Andreas Halvorsen

GEV

−8

Ge Vernova Inc

exit · Stanley Druckenmiller

GOOGL

−9

ALPHABET INC

exit · Andreas Halvorsen

GOOGL

−9

Alphabet Inc

exit · Stanley Druckenmiller

exit · Warren Buffett

exit · Stephen Mandel

Micron Technology Inc

exit · Stanley Druckenmiller

NCINO

NCINO INC

exit · Joel Greenblatt

exit · Joel Greenblatt

exit · Stephen Mandel

exit · Joel Greenblatt

SBUX

−5

STARBUCKS CORP

exit · Andreas Halvorsen

SLM

Slm Corp

exit · Stanley Druckenmiller

SNAP

SNAP INC

exit · Andreas Halvorsen

SPGI

−2

Spdr Ser Tr

exit · Stanley Druckenmiller

SPOT

SPOTIFY TECHNOLOGY S A

exit · Stephen Mandel

TPG

TPG INC

exit · Joel Greenblatt

TRV

TRAVELERS COMPANIES INC

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

VTEX

exit · Joel Greenblatt

exit · Stephen Mandel

−2

ZSCALER INC

exit · Andreas Halvorsen

ZUORA

ZUORA INC

exit · Joel Greenblatt

Q4 2024

38 exits

AAPL

−20

APPLE INC

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

ANGI

−2

ANGI INC

exit · Joel Greenblatt

exit · Stephen Mandel

CANOO

CANOO INC

exit · Joel Greenblatt

+19

Chubb Limited

exit · Stanley Druckenmiller

CBRE

−5

CBRE GROUP INC

exit · Andreas Halvorsen

CRH

Crh Plc

exit · Stanley Druckenmiller

FIDELITY NATL INFORMATION SV

exit · Stephen Mandel

exit · Andreas Halvorsen

MARA

MARA HOLDINGS INC

exit · Joel Greenblatt

MMM

−1

3M CO

exit · Andreas Halvorsen

NIO

−1

NIO INC

exit · Joel Greenblatt

PETIQ

PETIQ INC

exit · Joel Greenblatt

QSR

+12

RESTAURANT BRANDS INTL INC

exit · Prem Watsa

SASOL

SASOL LTD

exit · Joel Greenblatt

SBUX

−5

Starbucks Corp

exit · Stanley Druckenmiller

SPG

+10

SPDR S&P 500 ETF TR

exit · Warren Buffett

exit · Stanley Druckenmiller

TSLA

−4

TESLA INC

exit · Andreas Halvorsen

ULTA

−1

ULTA BEAUTY INC

exit · Warren Buffett

UNH

+12

UNITEDHEALTH GROUP INC

exit · Stephen Mandel

WDAY

−9

WORKDAY INC

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

Q3 2024

42 exits

2U INC

exit · Joel Greenblatt

AAPL

−20

Apple Inc

exit · Stanley Druckenmiller

AES

Aes Corp

exit · Stanley Druckenmiller

API

API GROUP CORP

exit · Joel Greenblatt

exit · Joel Greenblatt

+23

BROADCOM INC

exit · Andreas Halvorsen

CHARTER COMMUNICATIONS INC N

exit · Andreas Halvorsen

EQT

−8

Eqt Corp

exit · Stanley Druckenmiller

FIVE9

FIVE9 INC

exit · Andreas Halvorsen

GEVO

GEVO INC

exit · Joel Greenblatt

exit · Joel Greenblatt

ICON

−6

ICON PLC

exit · Joel Greenblatt

IONQ

INTUITIVE SURGICAL INC

exit · Andreas Halvorsen

exit · Joel Greenblatt

LSXMA

−11

LIBERTY MEDIA CORP DEL

exit · Seth Klarman

+17

MASTERCARD INCORPORATED

exit · Stephen Mandel

MBIA

MBIA INC

exit · Joel Greenblatt

MCK

MCKESSON CORP

exit · Andreas Halvorsen

MCK

MCKESSON CORP

exit · Stephen Mandel

MICRON TECHNOLOGY INC

exit · Joel Greenblatt

exit · Stanley Druckenmiller

SEER

SEER INC

exit · Joel Greenblatt

SHOP

SIRIUS XM HOLDINGS INC

exit · Joel Greenblatt

SHOP

SIRIUS XM HOLDINGS INC

exit · Warren Buffett

UBER TECHNOLOGIES INC

exit · Lee Ainslie

UBS

UBS GROUP AG

exit · Andreas Halvorsen

UNH

+12

UNITEDHEALTH GROUP INC

exit · Andreas Halvorsen

VIAD

VIAD CORP

exit · Joel Greenblatt

VERIZON COMMUNICATIONS INC

exit · Joel Greenblatt

Q2 2024

48 exits

AMD

−1

ADVANCED MICRO DEVICES INC

exit · Andreas Halvorsen

exit · Joel Greenblatt

exit · Stanley Druckenmiller

CADIZ

CADIZ INC

exit · Joel Greenblatt

CAZOO

CAZOO GROUP LTD

exit · Andreas Halvorsen

COF

−6

Capital One Finl Corp

exit · Stanley Druckenmiller

CRM

−8

SALESFORCE INC

exit · Stephen Mandel

exit · Andreas Halvorsen

EATON

−1

Eaton Corp Plc

exit · Stanley Druckenmiller

+41

GENERAL ELECTRIC CO

exit · Andreas Halvorsen

exit · Stanley Druckenmiller

GOPRO

−2

GOPRO INC

exit · Joel Greenblatt

GOLDMAN SACHS GROUP INC

HERTZ GLOBAL HOLDINGS INC

exit · Howard Marks

IVV

Ishares Tr

exit · Stanley Druckenmiller

JOINT

−1

JOINT CORP

exit · Joel Greenblatt

exit · Joel Greenblatt

KBR

Kbr Inc

exit · Stanley Druckenmiller

KEYS

KEURIG DR PEPPER INC

exit · Andreas Halvorsen

LBRDA

LABORATORY CORP AMER HLDGS

exit · Joel Greenblatt

LLY

−9

Eli Lilly & Co

exit · Stanley Druckenmiller

MASTERCARD INCORPORATED

exit · Andreas Halvorsen

META

Meta Platforms Inc

exit · Stanley Druckenmiller

Occidental Petroleum Corp Wts

exit · Joel Greenblatt

SEA

−1

STAR BULK CARRIERS CORP.

exit · Stanley Druckenmiller

TORO

TORO CO

exit · Joel Greenblatt

UBER

+19

UBER TECHNOLOGIES INC

exit · Chuck Akre

VISA INC

exit · Andreas Halvorsen

WAFD

WAFD INC

exit · Joel Greenblatt

WDAY

−9

WORKDAY INC

exit · Stephen Mandel

XPEL

XPEL INC

exit · Polen Capital

Q1 2024

7 exits

MGM RESORTS INTERNATIONAL

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How exits are surfaced

Full-exit actions only

We filter the merged 13F move feed for action = “exit” only. “Trim” moves are excluded — a trim means the manager still owns the stock. Exits mean the position went to zero.

“Contrarian exits” are the subset where our current ConvictionScore is still > +20 — i.e. the model disagrees with the capitulation.

Not investment advice. 13F filings are delayed 45 days and report long-only positions. Methodology.