Major 13-Fs Sector Summary: Industrials & Tech sees New Buys and Raises, Discretionary & Financials see Reductions,

COMMUNICATION SERVICESAlphabet (GOOG/GOOGL) Raised: Appaloosa (GOOG). Cut: Pershing Square (GOOGL). Top holding: Appaloosa (GOOGL), Pershing Square (GOOG). Match Group (MTCH) Raised: Starboard. Top holding: Starboard. Meta (META) New: Pershing Square. Raised: Appaloosa. Cut: Point72. Exited: Lone Pine. Top holding: Appaloosa, Pershing Square. New York Times (NYT) New: Berkshire Hathaway.News Corp (NWSA) Cut: Starboard.TripAdvisor (TRIP) Raised: Starboard.TECHNOLOGYAkamai (AKAM) New: Point72.Alkami (ALKT) Raised: Jana.Arista Networks (ANET) Top holding: Point72.ASML (ASML) New: Lone Pine.Broadcom (AVGO) Raised: Lone Pine, Point72.Micron (MU) New: Point72. Raised: Appaloosa. Top holding: Appaloosa. Microsoft (MSFT) Cut: Point72, Third Point. Top holding: Point72. Nvidia (NVDA) Raised: Point72, Third Point. Top holding: Point72. Rapid7 (RPD) Raised: Jana.Riot Platforms (RIOT) Raised: Starboard.Salesforce (CRM) Cut: Starboard.CONSUMER DISCRETIONARYAlibaba (BABA) Cut: Appaloosa. Top holding: Appaloosa. Amazon (AMZN) Raised: Pershing Square, Point72. Cut: Berkshire Hathaway, Lone Pine. Top holding: Appaloosa, Point72, Pershing Square. Carvana (CVNA) Raised: Lone Pine. Top holding: Lone Pine. Chipotle (CMG) Exited: Pershing Square.DoorDash (DASH) New: Lone Pine.Hilton (HLT) Cut: Pershing Square.JD.com (JD) Cut: Appaloosa.Lululemon (LULU) New: Point72.Restaurant Brands (QSR) Cut: Pershing Square.Six Flags (FUN) Raised: Jana.Wendy’s (WEN) Raised: Trian. Top holding: Trian. FINANCIALSAmerican Express (AXP) Top holding: Berkshire Hathaway.Aon (AON) Cut: Berkshire Hathaway.Bank of America (BAC) Cut: Berkshire Hathaway. Top holding: Berkshire Hathaway. Chubb (CB) Raised: Berkshire Hathaway.Citizens Financial (CFG) Exited: Appaloosa.Fiserv (FISV) Exited: Appaloosa.KeyCorp (KEY) Exited: Appaloosa.Truist (TFC) Exited: Appaloosa.Visa (V) New: Point72.ENERGYChevron (CVX) Raised: Berkshire Hathaway. Top holding: Berkshire Hathaway. CVR Energy (CVI) Top holding: Icahn.SandRidge Energy (SD) Raised: Icahn.UTILTIESConstellation Energy (CEG) Raised: Third Point.Vistra (VST) Cut: Appaloosa. Top holding: Lone Pine. INDUSTRIALSAmerican Airlines (AAL) Raised: Appaloosa.Carpenter Technology (CRS) New: Lone Pine.Fluor (FLR) New: Starboard.Owens Corning (OC) Raised: Appaloosa.Paylocity (PCTY) New: Point72.MATERIALSBall (BALL) New: Appaloosa.CVR Partners (UAN) Top holding: Icahn.Vulcan Materials (VMC) Raised: Lone Pine.HEALTH CAREBausch Health (BHC) Raised: Paulson. Top holding: Paulson. Madrigal Pharma (MDGL) Cut: Paulson. Top holding: Paulson. Tenet Healthcare (THC) New: Lone Pine.