Steven Romick - FPA Crescent Fund – Largest Position Reductions (2025 Q3)
This report summarizes the most meaningful reductions and sell-offs made by Steven Romick - FPA Crescent Fund in 2025 Q3. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| GOOGL | 1,767,501 | $243.1 | Reduced | -0.29% | 6.84% | $429.68M | 2025 Q3 |
| META | 460,036 | $734.38 | Reduced | -7.56% | 5.38% | $337.84M | 2025 Q3 |
| ADI | 1,335,541 | $245.7 | Reduced | -2.75% | 5.23% | $328.14M | 2025 Q3 |
| TEL | 1,411,836 | $219.53 | Reduced | -18.97% | 4.94% | $309.94M | 2025 Q3 |
| C | 2,378,217 | $101.5 | Reduced | -28.21% | 3.84% | $241.39M | 2025 Q3 |
| GOOG | 895,500 | $243.55 | Reduced | -5.68% | 3.47% | $218.1M | 2025 Q3 |
| AMZN | 908,995 | $219.57 | Reduced | -1.08% | 3.18% | $199.59M | 2025 Q3 |
| SAFRF | 544,912 | $352.31 | Reduced | -17.81% | 3.06% | $191.98M | 2025 Q3 |
| FERG | 582,483 | $224.58 | Reduced | -26.26% | 2.08% | $130.81M | 2025 Q3 |
| HCMLF | 826,751 | $84.59 | Reduced | -56.44% | 1.11% | $69.93M | 2025 Q3 |
| WFC | 816,904 | $83.82 | Reduced | -37.03% | 1.09% | $68.47M | 2025 Q3 |
| NATL | 1,660,761 | $39.31 | Reduced | -10.00% | 1.04% | $65.28M | 2025 Q3 |
| UBER | 602,717 | $97.97 | Reduced | -9.47% | 0.94% | $59.05M | 2025 Q3 |
| NTDOF | 509,580 | $86.59 | Reduced | -63.29% | 0.70% | $44.12M | 2025 Q3 |
| HWM | 207,795 | $196.23 | Reduced | -23.89% | 0.65% | $40.78M | 2025 Q3 |
| NEXOF | 1,552,337 | $21.96 | Reduced | -46.70% | 0.54% | $34.09M | 2025 Q3 |
| SATS | 385,053 | $76.36 | Reduced | -68.71% | 0.47% | $29.4M | 2025 Q3 |
| AVGO | 75,615 | $329.91 | Reduced | -3.79% | 0.40% | $24.95M | 2025 Q3 |
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