LYV
Moving with its group (XLC +1.4%)
- LYV +1.12% on the last session vs SPY −0.29%: +1.4 pts of stock-specific move.
- The communications ETF (XLC) +1.4% (+1.6 pts vs SPY): the stock moved with its group.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 25, 2026 | April McClain Delaney | House | Sell | $100K–$250K | Sep 9 |
| Aug 17, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Sep 9 |
| Aug 14, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Sep 9 |
| Jul 21, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Aug 3 |
| Jul 20, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Aug 3 |
| Jun 12, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Jul 7 |
| Jun 2, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Jul 7 |
| Jun 1, 2026 | April McClain Delaney | House | Sell | $1K–$15K | Jul 7 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Dec 2, 2025 | April McClain Delaney | House | Buy | $1K–$15K | Jan 5 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Third Point (Dan Loeb) | 1,135,000 | $207.8M | 4.5% | +144% | Q2 2026 |
| ValueAct (Mason Morfit) | 302,066 | $55.3M | 0.98% | -52% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | ValueAct (Mason Morfit) | Trimmed | 13F, Q2 2026 | 322,600 | $59.1M | 1.0% | Aug 14 |
| Aug 14, 2026 | Third Point (Dan Loeb) | Added | 13F, Q2 2026 | 670,000 | $122.7M | 4.5% | Aug 14 |
| May 15, 2026 | ValueAct (Mason Morfit) | Trimmed | 13F, Q1 2026 | 198,400 | $30.3M | 1.7% | May 15 |
| May 15, 2026 | Third Point (Dan Loeb) | Trimmed | 13F, Q1 2026 | 1,260,000 | $192.2M | 3.4% | May 15 |
| Feb 17, 2026 | ValueAct (Mason Morfit) | Added | 13F, Q4 2025 | 182,200 | $26M | 1.7% | Feb 17 |
| Feb 17, 2026 | Third Point (Dan Loeb) | Added | 13F, Q4 2025 | 375,000 | $53.4M | 3.4% | Feb 17 |
| Nov 14, 2025 | ValueAct (Mason Morfit) | Trimmed | 13F, Q3 2025 | 244,400 | $39.9M | 1.8% | Nov 14 |
| Nov 14, 2025 | Third Point (Dan Loeb) | Trimmed | 13F, Q3 2025 | 625,000 | $102.1M | 2.6% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves