Exits · capitulation feed
Who fully gave up on which stock?
738 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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738
Total exits 8Q
116
Latest quarter
11
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.
COHR· Stanley Druckenmiller · Q2 2026+23
MU· Stanley Druckenmiller · Q2 2026+22
OXY· Li Lu · Q2 2026+21
BABA· Lee Ainslie · Q1 2026+26
OXY· Prem Watsa · Q1 2026+21
BABA· Polen Capital · Q4 2025+26
BABA· Howard Marks · Q3 2025+26
MU· Prem Watsa · Q2 2025+22
MU· Stanley Druckenmiller · Q1 2025+22
BABA· Howard Marks · Q4 2024+26
Full feed · newest quarter first
Every exit, in order
Q2 2026
116 exits
AAPL
−20
APPLE INC
exit · Andreas Halvorsen
ADBE
−5
ADOBE INC
exit · William von Mueffling
ALCOA
+13
ALCOA CORP
exit · Polen Capital
ALCON
−4
ALCON AG
exit · William von Mueffling
AMT
−23
AMERICAN TOWER CORP
exit · William von Mueffling
AON
−17
AON PLC
exit · William von Mueffling
API
−12
API GROUP CORP
exit · Andreas Halvorsen
APO
−8
APOLLO GLOBAL MGMT INC
exit · Glenn Greenberg
APP
−8
APPLOVIN CORP
exit · Chase Coleman
ASGN
−5
ASGN INC
exit · Joel Greenblatt
BAC
0
BK OF AMERICA CORP
exit · Li Lu
BALL
−3
BALL CORP
exit · David Tepper
BAND
−12
BANDWIDTH INC
exit · Howard Marks
BB
−10
BLACKBERRY LTD
exit · Prem Watsa
BKNG
−10
BOOKING HOLDINGS INC
exit · Stephen Mandel
BN
+11
BROADCOM INC
exit · Lee Ainslie
BN
+11
Broadcom Inc
exit · Stanley Druckenmiller
BSX
−12
BOSTON SCIENTIFIC CORP
exit · Stephen Mandel
CABO
−7
Cable One Convertible 1.125 2028
exit · Tom Slater
CDW
+4
CDW CORP
exit · David Rolfe
CGI
−4
CGI INC
exit · John Armitage
CIENA
−6
CIENA CORP
exit · Stephen Mandel
COF
−18
CAPITAL ONE FINL CORP
exit · Stephen Mandel
COHR
+23
Coherent Corp
exit · Stanley Druckenmiller
CRM
−8
SALESFORCE INC
exit · Polen Capital
CRM
−8
CME Group Inc
exit · Tom Slater
CSGP
−6
COSTAR GROUP INC
exit · Chase Coleman
CSX
−7
CSX CORP
exit · Andreas Halvorsen
DAVE
−7
DAVE INC
exit · Polen Capital
EFX
+5
EQUIFAX INC
exit · William von Mueffling
Q1 2026
145 exits
ABNB
−15
AIRBNB INC
exit · Howard Marks
ABT
−17
exit · Bill Nygren
ADP
−13
exit · Bill Nygren
ADP
−13
AUTOMATIC DATA PROCESSING IN
exit · Polen Capital
ADSK
−20
AUTODESK INC
exit · Polen Capital
ALLE
−13
ALLEGION PLC
exit · Warren Buffett
AMD
−23
ADVANCED MICRO DEVICES INC
exit · Andreas Halvorsen
AMD
−23
exit · Bill Nygren
AMKR
−14
AMKOR TECHNOLOGY INC
exit · John Armitage
AMZN
−6
AMAZON COM INC
exit · Stephen Mandel
AMZN
−6
AMAZON COM INC
exit · Warren Buffett
AON
−17
AON PLC
exit · Warren Buffett
ARGAN
−12
Argan Inc
exit · Stanley Druckenmiller
BABA
+26
ALIBABA GROUP HLDG LTD
exit · Lee Ainslie
BAC
0
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
−7
BHP GROUP LTD
exit · Joel Greenblatt
BSX
−12
BOSTON SCIENTIFIC CORP
exit · Andreas Halvorsen
CABO
−7
CABLE ONE INC
exit · Howard Marks
CARG
−19
CARMAX INC
exit · Chuck Akre
CEG
−15
CONSTELLATION ENERGY CORP
exit · Lee Ainslie
CEG
−15
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
−18
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
−9
ALIGN TECHNOLOGY INC
exit · François Rochon
APO
−8
APOLLO GLOBAL MGMT INC
exit · Lee Ainslie
APP
−8
APPLOVIN CORP
exit · Andreas Halvorsen
ARM
+3
Arm Holdings Plc
exit · Stanley Druckenmiller
AUR
−3
AURORA INNOVATION INC
exit · Polen Capital
BABA
+26
ALIBABA GROUP HLDG LTD
exit · Polen Capital
BAC
0
Bank America Corp
exit · Stanley Druckenmiller
BAIDU
+4
BAIDU INC
exit · Polen Capital
BERRY
−9
BERRY CORP
exit · Joel Greenblatt
BKNG
−10
exit · Bill Nygren
BLDR
+2
Builders Firstsource
exit · Tom Slater
BLK
−7
BLACKROCK INC
exit · Andreas Halvorsen
BLOCK
−10
BLOCK INC
exit · David Tepper
C
−7
Citigroup Inc
exit · Stanley Druckenmiller
CACC
−9
CREDIT ACCEP CORP MICH
exit · François Rochon
CARG
−19
CARMAX INC
exit · François Rochon
CAVA
−10
CAVA GROUP INC
exit · Polen Capital
CBRE
−15
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
−18
Capital One Finl Corp
exit · Stanley Druckenmiller
CRS
−2
Carpenter Technology Corp
exit · Stanley Druckenmiller
DHI
−5
D R Horton Inc
exit · Stanley Druckenmiller
Q3 2025
129 exits
AAON
−9
AAON INC
exit · Polen Capital
ABNB
−15
Airbnb Inc
exit · Tom Slater
AMCOR
−11
AMCOR PLC
exit · Seth Klarman
AMT
−23
AMERICAN TOWER CORP NEW
exit · Andreas Halvorsen
AMZN
−6
AMAZON COM INC
exit · Andreas Halvorsen
AMZN
−6
AMAZON COM INC
exit · François Rochon
AN
+5
AUTONATION INC
exit · Mohnish Pabrai
ANSYS
−7
ANSYS INC
exit · Joel Greenblatt
APP
−8
Applovin Corp
exit · Stanley Druckenmiller
ASML
+9
ASML HOLDING N V
exit · Michael Burry
ASML
+9
ASML HOLDING N V
exit · Stephen Mandel
AZEK
−7
AZEK CO INC
exit · Joel Greenblatt
BABA
+26
ALIBABA GROUP HOLDING LTD
exit · Howard Marks
BAC
0
BANK AMERICA CORP
exit · François Rochon
BERRY
−9
BERRY CORP
exit · Howard Marks
BKNG
−10
Barclays Plc
exit · Stanley Druckenmiller
BLDR
+2
Builders Firstsource Inc
exit · Stanley Druckenmiller
BLOCK
−10
BLOCK INC
exit · Andreas Halvorsen
BN
+11
Broadcom Inc
exit · Stanley Druckenmiller
BRF
−1
BRF SA
exit · Joel Greenblatt
CARG
−19
Carmax Inc
exit · Tom Slater
CCCS
+4
CCC INTELLIGENT SOLUTIONS HL
exit · Polen Capital
CCCS
+4
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
−8
CME GROUP INC
exit · Andreas Halvorsen
CRM
−8
SALESFORCE INC
exit · Stephen Mandel
DAL
−11
Delta Air Lines Inc Del
exit · Stanley Druckenmiller
DG
−7
DOLLAR GEN CORP NEW
exit · Seth Klarman
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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.