3 hedge funds and family offices disclose a SD position in their latest SEC 13F filing — combined $156.3M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Carl Icahn | Icahn Capital LP | 4,947,701 | $80.7M | 0.94% | 2026-03-31 |
| 2 | Carl Icahn | Icahn Carl C | 4,911,564 | $70.9M | 0.84% | 2025-12-31 |
| 3 | Third Avenue Management | Third Avenue Management LLC | 330,818 | $4.8M | 0.87% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold SD. The largest disclosed position is Carl Icahn at $80.7M (0.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a SD position in their latest SEC 13F filing — combined $156.3M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Carl Icahn | Icahn Capital LP | 4,947,701 | $80.7M | 0.94% | 2026-03-31 |
| 2 | Carl Icahn | Icahn Carl C | 4,911,564 | $70.9M | 0.84% | 2025-12-31 |
| 3 | Third Avenue Management | Third Avenue Management LLC | 330,818 | $4.8M | 0.87% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold SD. The largest disclosed position is Carl Icahn at $80.7M (0.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
