Exits · capitulation feed
Who fully gave up on which stock?
697 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.
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697
Total exits 8Q
145
Latest quarter
10
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.
BABA· Lee Ainslie · Q1 2026+25
OXY· Prem Watsa · Q1 2026+22
BABA· Polen Capital · Q4 2025+25
BABA· Howard Marks · Q3 2025+25
MU· Prem Watsa · Q2 2025+22
MU· Stanley Druckenmiller · Q1 2025+22
BABA· Howard Marks · Q4 2024+25
BABA· Prem Watsa · Q3 2024+25
MU· Lee Ainslie · Q3 2024+22
BABA· Michael Burry · Q2 2024+25
Full feed · newest quarter first
Every exit, in order
Q1 2026
145 exits
ABNB
−14
AIRBNB INC
exit · Howard Marks
ABT
−17
exit · Bill Nygren
ADP
−15
exit · Bill Nygren
ADP
−15
AUTOMATIC DATA PROCESSING IN
exit · Polen Capital
ADSK
−18
AUTODESK INC
exit · Polen Capital
ALLE
−13
ALLEGION PLC
exit · Warren Buffett
AMD
−24
ADVANCED MICRO DEVICES INC
exit · Andreas Halvorsen
AMD
−24
exit · Bill Nygren
AMKR
−15
AMKOR TECHNOLOGY INC
exit · John Armitage
AMZN
−8
AMAZON COM INC
exit · Stephen Mandel
AMZN
−8
AMAZON COM INC
exit · Warren Buffett
AON
−16
AON PLC
exit · Warren Buffett
ARGAN
−12
Argan Inc
exit · Stanley Druckenmiller
BABA
+25
ALIBABA GROUP HLDG LTD
exit · Lee Ainslie
BAC
+1
BANK AMERICA CORP
exit · Andreas Halvorsen
BANK7
−8
BANK7 CORP
exit · Joel Greenblatt
BATRA
−13
ATLANTA BRAVES HLDGS INC
exit · Warren Buffett
BB
−10
BLACKBERRY LTD
exit · Joel Greenblatt
BBIO
−14
BRIDGEBIO PHARMA INC
exit · Howard Marks
BHP
−8
BHP GROUP LTD
exit · Joel Greenblatt
BSX
−11
BOSTON SCIENTIFIC CORP
exit · Andreas Halvorsen
CABO
−6
CABLE ONE INC
exit · Howard Marks
CARG
−19
CARMAX INC
exit · Chuck Akre
CEG
−13
CONSTELLATION ENERGY CORP
exit · Lee Ainslie
CEG
−13
CONSTELLATION ENERGY CORP
exit · Polen Capital
CHEWY
−11
CHEWY INC
exit · Andreas Halvorsen
CHTR
−27
CHARTER COMMUNICATIONS INC N
exit · Warren Buffett
CMG
−5
CHIPOTLE MEXICAN GRILL INC
exit · Lee Ainslie
CMG
−5
Chipotle Mexican Grill Inc
exit · Stanley Druckenmiller
COF
−17
CAPITAL ONE FC
exit · François Rochon
Q4 2025
95 exits
89BIO
−7
89BIO INC
exit · Joel Greenblatt
AAPL
−20
APPLE INC
exit · John Armitage
AFYA
−8
AFYA LTD
exit · Joel Greenblatt
ALGN
−8
ALIGN TECHNOLOGY INC
exit · François Rochon
APO
−8
APOLLO GLOBAL MGMT INC
exit · Lee Ainslie
APP
−9
APPLOVIN CORP
exit · Andreas Halvorsen
ARM
+4
Arm Holdings Plc
exit · Stanley Druckenmiller
AUR
−5
AURORA INNOVATION INC
exit · Polen Capital
BABA
+25
ALIBABA GROUP HLDG LTD
exit · Polen Capital
BAC
+1
Bank America Corp
exit · Stanley Druckenmiller
BAIDU
+2
BAIDU INC
exit · Polen Capital
BERRY
−9
BERRY CORP
exit · Joel Greenblatt
BKNG
−13
exit · Bill Nygren
BLDR
+2
Builders Firstsource
exit · Tom Slater
BLK
−6
BLACKROCK INC
exit · Andreas Halvorsen
BLOCK
−8
BLOCK INC
exit · David Tepper
C
−6
Citigroup Inc
exit · Stanley Druckenmiller
CACC
−8
CREDIT ACCEP CORP MICH
exit · François Rochon
CARG
−19
CARMAX INC
exit · François Rochon
CAVA
−10
CAVA GROUP INC
exit · Polen Capital
CBRE
−14
CBRE GROUP INC
exit · Andreas Halvorsen
CHEGG
−9
CHEGG INC
exit · Joel Greenblatt
CHEWY
−11
CHEWY INC
exit · Polen Capital
CHEWY
−11
Chewy Inc
exit · Tom Slater
CIENA
−6
CIENA CORP
exit · Stephen Mandel
CMG
−5
CHIPOTLE MEXICAN GRILL INC
exit · Andreas Halvorsen
CMG
−5
CHIPOTLE MEXICAN GRILL INC
exit · Bill Ackman
COF
−17
Capital One Finl Corp
exit · Stanley Druckenmiller
CRS
−2
Carpenter Technology Corp
exit · Stanley Druckenmiller
DHI
−6
D R Horton Inc
exit · Stanley Druckenmiller
Q3 2025
129 exits
AAON
−9
AAON INC
exit · Polen Capital
ABNB
−14
Airbnb Inc
exit · Tom Slater
AMCOR
−10
AMCOR PLC
exit · Seth Klarman
AMT
−23
AMERICAN TOWER CORP NEW
exit · Andreas Halvorsen
AMZN
−8
AMAZON COM INC
exit · Andreas Halvorsen
AMZN
−8
AMAZON COM INC
exit · François Rochon
AN
+5
AUTONATION INC
exit · Mohnish Pabrai
ANSYS
−9
ANSYS INC
exit · Joel Greenblatt
APP
−9
Applovin Corp
exit · Stanley Druckenmiller
ASML
+11
ASML HOLDING N V
exit · Michael Burry
ASML
+11
ASML HOLDING N V
exit · Stephen Mandel
AZEK
−7
AZEK CO INC
exit · Joel Greenblatt
BABA
+25
ALIBABA GROUP HOLDING LTD
exit · Howard Marks
BAC
+1
BANK AMERICA CORP
exit · François Rochon
BERRY
−9
BERRY CORP
exit · Howard Marks
BKNG
−13
Barclays Plc
exit · Stanley Druckenmiller
BLDR
+2
Builders Firstsource Inc
exit · Stanley Druckenmiller
BLOCK
−8
BLOCK INC
exit · Andreas Halvorsen
BN
+12
Broadcom Inc
exit · Stanley Druckenmiller
BRF
−7
BRF SA
exit · Joel Greenblatt
CARG
−19
Carmax Inc
exit · Tom Slater
CCCS
+3
CCC INTELLIGENT SOLUTIONS HL
exit · Polen Capital
CCCS
+3
Ccc Intelligent Solutions Hl
exit · Stanley Druckenmiller
CIBUS
−7
CIBUS INC
exit · Joel Greenblatt
CPAY
−6
CORPAY INC
exit · Lee Ainslie
CRH
−15
CRH PLC
exit · Seth Klarman
CRM
−7
CME GROUP INC
exit · Andreas Halvorsen
CRM
−7
SALESFORCE INC
exit · Stephen Mandel
DAL
−12
Delta Air Lines Inc Del
exit · Stanley Druckenmiller
DG
−6
DOLLAR GEN CORP NEW
exit · Seth Klarman
Q2 2025
78 exits
AAPL
−20
APPLE INC
exit · David Tepper
ADSK
−18
AUTODESK INC
exit · Andreas Halvorsen
ALL
−7
ALLSTATE CORP
exit · Andreas Halvorsen
ALLY
−2
ALLY FINL INC
exit · Glenn Greenberg
AMMO
−6
AMMO INC
exit · Joel Greenblatt
AMZN
−8
Amazon Com Inc
exit · Stanley Druckenmiller
ARQ
−5
ARQ INC
exit · Joel Greenblatt
BAIDU
+2
BAIDU INC
exit · Howard Marks
BAIDU
+2
BAIDU INC
exit · Michael Burry
BANK7
−8
BANK7 CORP
exit · Joel Greenblatt
BBIO
−14
Bridgebio Pharma Inc
exit · Stanley Druckenmiller
BN
+12
BROADCOM INC
exit · David Tepper
CB
+16
CHUBB LIMITED
exit · Andreas Halvorsen
CHK
−5
Expand Energy Corporation
exit · Stanley Druckenmiller
CLVT
−5
CLARIVATE PLC
exit · Seth Klarman
COF
−17
Capital One Finl Corp
exit · Stanley Druckenmiller
CP
−9
CANADIAN PACIFIC KANSAS CITY
exit · Bill Ackman
CX
−10
Cemex ADR
exit · Tom Slater
DANA
−5
Dana Inc.
exit · Carl Icahn
DASH
−17
DOORDASH INC
exit · Andreas Halvorsen
DFS
−11
DISCOVER FINL SVCS
exit · Glenn Greenberg
DFS
−11
DISCOVER FINL SVCS
exit · Joel Greenblatt
DFS
−11
DISCOVER FINL SVCS
exit · Lee Ainslie
EFX
+5
EQUIFAX INC
exit · Terry Smith
ENTG
−8
ENTEGRIS INC
exit · Polen Capital
EPAM
−10
EPAM SYS INC
exit · Polen Capital
EQIX
−7
exit · Bill Nygren
EQT
−5
EQT CORP
exit · Lee Ainslie
ESTC
−10
Elastic
exit · Tom Slater
EXE
−12
EXPAND ENERGY CORPORATION
exit · David Tepper
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Remove with Pro →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.
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Remove with Pro →Not investment advice. 13F filings are delayed 45 days and report long-only positions. Methodology.