Updated May 15, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Reinsurance 13Fs: RenaissanceRe, Everest, Arch Capital Decoder
RenaissanceRe, Everest Group, Arch Capital, Reinsurance Group of America, and Munich Re anchor reinsurance 13F positioning. Hard market cycles, catastrophe risk exposure, alternative capital dynamics, and capital ratio frameworks drive distinctive institutional patterns.
Sarah MitchellRegional Bank 13Fs: Truist, PNC, USB, Key Reading Guide
Truist Financial, PNC Financial, US Bancorp, KeyCorp, and Citizens Financial anchor US regional bank 13F positioning. Net interest margin cycles, deposit beta, commercial real estate exposure, and capital ratio frameworks drive distinctive institutional patterns.
Sarah MitchellDrug Distributor 13Fs: McKesson, Cencora, Cardinal Health
McKesson, Cencora (formerly AmerisourceBergen), and Cardinal Health anchor US pharmaceutical distribution 13F positioning. Specialty drug economics, GLP-1 distribution boom, generic deflation cycles, and capital-return discipline drive distinctive institutional patterns.
Sarah MitchellCybersecurity 13Fs: CrowdStrike, Palo Alto, Fortinet, Zscaler
CrowdStrike, Palo Alto Networks, Fortinet, Zscaler, and Cloudflare anchor US cybersecurity 13F positioning. Platform consolidation cycles, AI-driven threat detection, SaaS subscription economics, and enterprise security spending drive distinctive institutional patterns.
Sarah MitchellSolar 13Fs: First Solar, Enphase, SolarEdge, Sunrun Decoder
First Solar, Enphase Energy, SolarEdge Technologies, Sunrun, and Array Technologies anchor US solar 13F positioning. IRA incentive cycles, China supply chain dynamics, residential-vs-utility-scale economics, and interest rate sensitivity drive distinctive institutional patterns.
Sarah MitchellApparel 13Fs: Nike, Lululemon, Ralph Lauren, Tapestry
Nike, Lululemon Athletica, Ralph Lauren, Tapestry, and Capri Holdings anchor US apparel-and-accessories 13F positioning. Brand cycle dynamics, China revenue exposure, DTC channel evolution, and inventory management drive distinctive institutional patterns.
Sarah MitchellDollar Store 13Fs: DG, DLTR, Five Below, BJ's Decoder
Dollar General, Dollar Tree, Five Below, and BJ's Wholesale anchor US discount-and-value retail 13F positioning. Consumer trade-down cycles, store growth pipelines, supply chain economics, and shrink-and-loss-prevention dynamics drive distinctive institutional patterns.
Sarah MitchellLife Insurance 13Fs: MET, PRU, AIG, Lincoln Reading Guide
MetLife, Prudential Financial, AIG, Lincoln National, and Athene anchor US life insurance 13F positioning. Interest rate cycle exposure, annuity sales dynamics, asset management integration, and capital ratio frameworks drive distinctive institutional patterns.
Sarah MitchellFood Service Distribution 13Fs: SYY, USFD, PFG Decoder
Sysco, US Foods, Performance Food Group, and Chefs' Warehouse anchor US food service distribution 13F positioning. Restaurant industry cycles, contract-vs-independent customer mix, supply chain economics, and consolidation strategies drive distinctive institutional patterns.
Sarah MitchellPaper & Packaging 13Fs: IP, PKG, WRK, Sealed Air Decoder
International Paper, Packaging Corporation of America, WestRock, Sealed Air, and Sonoco Products anchor US paper-and-packaging 13F positioning. Containerboard pricing cycles, e-commerce demand, sustainability transitions, and capital allocation drive distinctive institutional patterns.
Sarah MitchellOilfield Services 13Fs: SLB, HAL, BKR, Patterson Decoder
Schlumberger, Halliburton, Baker Hughes, ChampionX, and Patterson-UTI Energy anchor US oilfield services 13F positioning. Rig count cycles, fracking demand, international project activity, and capital discipline drive distinctive institutional patterns.
Sarah MitchellAsset Manager 13Fs: BLK, BX, KKR, Apollo Reading Guide
BlackRock, Blackstone, KKR, Apollo Global, and Brookfield anchor US asset manager 13F positioning. Fee-related earnings economics, AUM growth cycles, alternatives platform expansion, and dividend versus carry distribution drive distinctive institutional patterns.
Sarah MitchellRailroad 13Fs: UNP, CSX, NSC, Canadian Pacific Decoder
Union Pacific, CSX, Norfolk Southern, Canadian Pacific Kansas City, and Canadian National anchor North American railroad 13F positioning. Precision scheduled railroading economics, intermodal cycles, and commodity carload dynamics drive distinctive institutional patterns.
Sarah MitchellEnterprise Software 13Fs: MSFT, ORCL, CRM, NOW Decoder
Microsoft, Oracle, Salesforce, ServiceNow, and Adobe anchor US enterprise software 13F positioning. Subscription economics, AI integration, cloud migration, and platform consolidation drive distinctive institutional patterns across the cohort.
Sarah MitchellChina ADR 13Fs: BABA, JD, PDD, BIDU Reading Guide
Alibaba, JD.com, PDD Holdings, Baidu, and Trip.com Group anchor US-listed China ADR 13F positioning. Geopolitical risk premiums, ADR delisting concerns, EV-EV-CHIPS-Act tariff dynamics, and domestic Chinese consumer cycles drive distinctive institutional patterns.
Sarah MitchellAgribusiness 13Fs: ADM, Bunge, Corteva, Mosaic Decoder
Archer Daniels Midland, Bunge, Corteva Agriscience, and Mosaic anchor US agribusiness 13F positioning. Crop cycle dynamics, seed-and-trait economics, fertilizer pricing, and global trade flow exposure drive distinctive institutional patterns.
Sarah MitchellE-Commerce 13Fs: AMZN, MELI, Shopify, eBay Reading Guide
Amazon, MercadoLibre, Shopify, eBay, and Etsy anchor US-listed e-commerce 13F positioning. Marketplace-vs-direct economics, logistics infrastructure, advertising revenue, and cross-border dynamics drive distinctive institutional patterns.
Sarah MitchellHotel 13Fs: Marriott, Hilton, Hyatt, IHG Reading Guide
Marriott, Hilton, Hyatt, IHG, and Choice Hotels anchor US hotel-industry 13F positioning. Franchise-vs-managed model economics, RevPAR cycles, loyalty program revenue, and international expansion drive distinctive institutional patterns.
Sarah MitchellStreaming 13Fs: Netflix, Disney, Warner Bros Discovery Decoder
Netflix, Disney, Warner Bros Discovery, Paramount Global, and Roku anchor US streaming 13F positioning. Subscriber growth cycles, content spending discipline, advertising-tier evolution, and bundling strategies drive distinctive institutional patterns.
Sarah MitchellPackaged Food 13Fs: PEP, KDP, MDLZ, KHC Reading Guide
PepsiCo, Keurig Dr Pepper, Mondelez, Kraft Heinz, and General Mills anchor US packaged food 13F positioning. GLP-1 demand impact, pricing power cycles, emerging market exposure, and dividend-aristocrat economics drive distinctive institutional patterns.
Sarah Mitchell