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.
Pet Industry 13Fs: CHWY, IDXX, PETQ, Petco Reading Guide
Chewy, IDEXX Laboratories, PetIQ, and Petco anchor US pet-industry 13F positioning. Pet humanization trends, e-commerce-vs-physical channels, veterinary services growth, and pet pharmaceutical economics drive distinctive institutional patterns.
Sarah MitchellWaste Management 13Fs: WM, RSG, WCN, Stericycle Decoder
Waste Management, Republic Services, Waste Connections, and Casella Waste Systems anchor US waste-services 13F positioning. Pricing power cycles, landfill economics, recycling commodity dynamics, and roll-up acquisition strategies drive distinctive institutional patterns.
Sarah MitchellElectric Utility 13Fs: Duke, Southern, AEP, NEE Decoder
Duke Energy, Southern Company, American Electric Power, NextEra Energy, and Dominion Energy anchor US electric utility 13F positioning. Rate-base economics, energy transition cycles, AI-power demand, and dividend-aristocrat status drive distinctive institutional patterns.
Sarah MitchellAuto OEM 13Fs: GM, Ford, Tesla, Stellantis Reading Guide
General Motors, Ford Motor, Tesla, Stellantis, and Rivian anchor US auto OEM 13F positioning. EV transition cycles, ICE-vehicle profit pools, labor contract cycles, and tariff dynamics drive distinctive institutional patterns across the cohort.
Sarah MitchellConsumer Staples 13Fs: PG, CLX, CL, KMB, Decoder
Procter & Gamble, Clorox, Colgate-Palmolive, and Kimberly-Clark anchor consumer staples 13F positioning. Pricing power cycles, raw material costs, private label competition, and dividend-aristocrat status drive distinctive institutional patterns.
Sarah MitchellContainer Shipping 13Fs: ZIM, Maersk, MATX, Star Bulk
ZIM Integrated Shipping, A.P. Moller-Maersk, Matson, and Star Bulk Carriers anchor US-listed shipping 13F positioning. Freight rate cycles, vessel-supply dynamics, dividend policies, and trade-lane economics drive distinctive institutional patterns.
Sarah MitchellWater Utility 13Fs: AWK, WTRG, Essential Utilities Decoder
American Water Works, Essential Utilities, and California Water Service anchor US water-utility 13F positioning. Regulated rate-base economics, infrastructure capex cycles, drought-and-climate dynamics drive distinctive institutional patterns.
Sarah MitchellMega-Cap Pharma 13Fs: PFE, MRK, LLY, JNJ Reading Guide
Pfizer, Merck, Eli Lilly, Johnson & Johnson, and AbbVie anchor mega-cap pharmaceutical 13F positioning. Patent cliffs, GLP-1 cycles, oncology pipelines, and dividend-aristocrat economics drive distinctive institutional patterns across the cohort.
Sarah MitchellAirline 13Fs: DAL, AAL, UAL, LUV, Spirit Bankruptcy Lens
Delta, American Airlines, United, Southwest, plus the Spirit Airlines bankruptcy and Sun Country merger reshape US airline 13F positioning. Fuel cost cycles, labor contract cycles, capacity discipline, and frequent-flier program economics drive distinctive institutional patterns.
Sarah MitchellHomebuilder 13Fs: DHI, Lennar, Pulte, NVR Reading Guide
D.R. Horton, Lennar, PulteGroup, and NVR anchor US homebuilder 13F positioning. Interest-rate cycles, geographic concentration, land-bank strategy, and capital-allocation discipline drive distinctive institutional patterns.
Sarah MitchellCorning: Capital Research $3B Bet on AI Fiber-Optic Glass
AI infrastructure capex headlines extend institutional attention to optical-fiber and specialty-glass franchises. Corning carries Capital Research Global Investors at $2.97 billion — concentrated active conviction on AI fiber-optic infrastructure plus diversified specialty-glass franchise economics.
Alex RiveraBiogen: Primecap $2.7B Concentrated Active Bet Pre-Trial
Alzheimer trial results focus institutional attention on Biogen. Primecap Management holds $2.71 billion in BIIB — the largest concentrated active manager position and second-largest institutional holder overall. A distinctive long-cycle conviction bet on neurodegenerative pipeline.
Alex RiveraRestaurant Chain 13Fs: MCD, SBUX, CMG Reading Guide
McDonald's, Starbucks, Chipotle Mexican Grill, Yum! Brands, and Darden Restaurants anchor US restaurant chain 13F positioning. Same-store sales cycles, unit growth, franchise-vs-company-operated mix, and labor cost dynamics drive distinctive institutional patterns.
Sarah MitchellCruise Line 13Fs: CCL, RCL, NCLH Decoder & Yield Patterns
Carnival Corporation, Royal Caribbean, and Norwegian Cruise Line anchor US cruise 13F positioning. Net yield trajectory, occupancy cycles, fuel cost dynamics, and post-COVID demand recovery drive distinctive institutional patterns.
Sarah MitchellCasino 13Fs: LVS, WYNN, MGM Decoder & Macau-Vegas Split
Las Vegas Sands, Wynn Resorts, MGM Resorts, and Caesars Entertainment anchor US casino 13F positioning. Macau-vs-Vegas revenue split, regulatory-license cycles, and capital-intensity dynamics drive distinctive institutional patterns.
Sarah MitchellHospital Operator 13Fs: HCA, UHS, Tenet Healthcare Decoder
HCA Healthcare, Universal Health Services, Tenet Healthcare, and Community Health Systems anchor US hospital-operator 13F positioning. Medicare-and-Medicaid reimbursement cycles, payor-mix dynamics, and labor-cost cycles drive distinctive institutional patterns.
Sarah MitchellTobacco 13Fs: PM, MO, BTI Reading Guide & Yield Patterns
Philip Morris International, Altria, and British American Tobacco anchor US tobacco 13F positioning. Sustainable 5-9% dividend yields, declining volume cycles, and ESG-exclusion frameworks drive distinctive institutional patterns. Income managers concentrate; ESG-mandated funds exclude.
Sarah MitchellAerospace & Defense 13Fs: LMT, NOC, GD, RTX Reading Guide
Lockheed Martin, Northrop Grumman, General Dynamics, RTX, and Boeing anchor US aerospace and defense 13F positioning. Multi-year defense budget cycles, FMS export wins, and program milestones drive distinctive institutional positioning patterns.
Sarah MitchellREIT 13F Reading: Vanguard, Equinix, Prologis, Realty Income
Equinix, Prologis, American Tower, Realty Income, and Simon Property Group anchor the REIT institutional positioning landscape. Vanguard Real Estate ETF (VNQ) shows the passive baseline; active managers concentrate selectively on data-center, industrial, and net-lease subsectors.
Sarah MitchellTexas Instruments: JPMorgan 0.46% Analog-Semi Overweight
Cisco AI restructuring headlines focus institutional attention on the semiconductor cycle. Texas Instruments — the largest US analog-semiconductor manufacturer — carries JPMorgan Chase at $1.8 billion and 0.46% portfolio weight. A modest active overweight on the multi-decade analog franchise.
Alex Rivera