Citigroup retired 6.3% of its shares in twelve months, so this stake grew 6.7% without buying a share.
Superinvestors › Steven Romick
First Pacific Advisors · 13F for Q2 2026
Citigroup retired 6.3% of its shares in twelve months, so this stake grew 6.7% without buying a share.
Meta Platforms has retired 12.2% of its shares since its peak.
TE Connectivity retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Aon retired 1.3% of its shares in twelve months, so this stake grew 1.3% without buying a share.
Comcast retired 4.3% of its shares in twelve months, so this stake grew 4.5% without buying a share.
Fortune Brands Innovations retired 0.6% of its shares in twelve months, so this stake grew 0.6% without buying a share.
Tracked by the Radar, not on the leaderboard yet.
Vail Resorts retired 0.7% of its shares in twelve months, so this stake grew 0.7% without buying a share.
Baxter International has retired 20.4% of its shares since its peak.
CarMax retired 3.3% of its shares in twelve months, so this stake grew 3.5% without buying a share.
Jefferies retired 1.8% of its shares in twelve months, so this stake grew 1.8% without buying a share.
Thermo Fisher retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
NOV retired 2.3% of its shares in twelve months, so this stake grew 2.3% without buying a share.
PayPal retired 8.6% of its shares in twelve months, so this stake grew 9.4% without buying a share.
LPL Financial retired 1.6% of its shares in twelve months, so this stake grew 1.6% without buying a share.
Wells Fargo retired 3.7% of its shares in twelve months, so this stake grew 3.8% without buying a share.
NCR Voyix retired 0.3% of its shares in twelve months, so this stake grew 0.3% without buying a share.
Marsh & Mclennan Companies retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Marriott International retired 2.8% of its shares in twelve months, so this stake grew 2.9% without buying a share.
Carlisle Companies retired 5.0% of its shares in twelve months, so this stake grew 5.2% without buying a share.
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
In the Q2 2026 13F, First Pacific Advisors held C, META, TEL, AON, CMCSA, FBIN, NXPI, MTN, BAX, KMX, JEF, TMO, NOV, PYPL, LPLA, WFC, VYX, MRSH, MAR, CSL. 19 of them are on the Buyback Radar leaderboard.
From First Pacific Advisors's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
PayPal retired 8.6% of its shares in the last twelve months. That alone made every remaining share, including Steven Romick's 2,137,851, 9.4% bigger as a slice of the company, without buying anything.
Steven Romick’s moves in companies like these are covered on Cannibal Stocks.
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