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SOLVENTUM CORP

SOLV

Holders

1

Combined Value

$413.37M

Combined Shares

6,330,325

Current Price

$78.87

52W High

$88.20

vs 52W High

−10.6%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$47.61$59.91$72.21$84.51Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $52.88Q3 2024 · implied price $69.72Q4 2024 · implied price $66.06Q1 2025 · implied price $76.04Q2 2025 · implied price $75.84Q3 2025 · implied price $73.00Q4 2025 · implied price $79.24Q1 2026 · implied price $65.30Davis Selected Advisers · bought 5,163,955 shares @ ~$52.88 · Q2 2024 (new position)Seth Klarman - Baupost Group · bought 1,820,000 shares @ ~$52.88 · Q2 2024 (new position)Tom Gayner - Markel Group · bought 73,437 shares @ ~$52.88 · Q2 2024 (new position)George Soros - Soros Fund Management · bought 30,000 shares @ ~$52.88 · Q2 2024 (new position)Davis Selected Advisers · bought 107,558 shares @ ~$69.72 · Q3 2024Jim Simons - Renaissance Technologies · bought 16,900 shares @ ~$69.72 · Q3 2024 (new position)Tom Gayner - Markel Group · sold 72,687 shares @ ~$69.72 · Q3 2024George Soros - Soros Fund Management · sold 30,000 shares @ ~$52.88 · Q3 2024 (sold out)Seth Klarman - Baupost Group · sold 373,700 shares @ ~$66.06 · Q4 2024Davis Selected Advisers · sold 24,899 shares @ ~$66.06 · Q4 2024Jim Simons - Renaissance Technologies · sold 16,900 shares @ ~$69.72 · Q4 2024 (sold out)Tom Gayner - Markel Group · sold 750 shares @ ~$69.72 · Q4 2024 (sold out)Davis Selected Advisers · bought 41,524 shares @ ~$76.04 · Q1 2025Jim Simons - Renaissance Technologies · bought 14,100 shares @ ~$76.04 · Q1 2025 (new position)Seth Klarman - Baupost Group · sold 393,060 shares @ ~$76.04 · Q1 2025Davis Selected Advisers · bought 204,523 shares @ ~$75.84 · Q2 2025Jim Simons - Renaissance Technologies · bought 19,500 shares @ ~$75.84 · Q2 2025Seth Klarman - Baupost Group · sold 1,053,240 shares @ ~$76.04 · Q2 2025 (sold out)Jim Simons - Renaissance Technologies · bought 118,200 shares @ ~$73.00 · Q3 2025Davis Selected Advisers · bought 24,950 shares @ ~$73.00 · Q3 2025Davis Selected Advisers · bought 702,461 shares @ ~$79.24 · Q4 2025Jim Simons - Renaissance Technologies · bought 161,000 shares @ ~$79.24 · Q4 2025Davis Selected Advisers · bought 110,253 shares @ ~$65.30 · Q1 2026Jim Simons - Renaissance Technologies · sold 312,800 shares @ ~$79.24 · Q1 2026 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Davis Selected Advisers$413.37M1.90%~$57.28+37.7%BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Jim Simons - Renaissance TechnologiesSOLD OUT−$24.79M~$79.24
Q1 2026Davis Selected AdvisersBUY+$7.20M~$65.30
Q4 2025Davis Selected AdvisersBUY+$55.66M~$79.24
Q4 2025Jim Simons - Renaissance TechnologiesBUY+$12.76M~$79.24
Q3 2025Jim Simons - Renaissance TechnologiesBUY+$8.63M~$73.00
Q3 2025Davis Selected AdvisersBUY+$1.82M~$73.00
Q2 2025Seth Klarman - Baupost GroupSOLD OUT−$80.09M~$76.04
Q2 2025Davis Selected AdvisersBUY+$15.51M~$75.84
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$1.48M~$75.84
Q1 2025Seth Klarman - Baupost GroupSELL−$29.89M~$76.04
Q1 2025Davis Selected AdvisersBUY+$3.16M~$76.04
Q1 2025Jim Simons - Renaissance TechnologiesNEW BUY+$1.07M~$76.04
Q4 2024Seth Klarman - Baupost GroupSELL−$24.69M~$66.06
Q4 2024Davis Selected AdvisersSELL−$1.64M~$66.06
Q4 2024Jim Simons - Renaissance TechnologiesSOLD OUT−$1.18M~$69.72
Q4 2024Tom Gayner - Markel GroupSOLD OUT−$52.3K~$69.72
Q3 2024Davis Selected AdvisersBUY+$7.50M~$69.72
Q3 2024Tom Gayner - Markel GroupSELL−$5.07M~$69.72
Q3 2024George Soros - Soros Fund ManagementSOLD OUT−$1.59M~$52.88
Q3 2024Jim Simons - Renaissance TechnologiesNEW BUY+$1.18M~$69.72
Q2 2024Davis Selected AdvisersNEW BUY+$273.07M~$52.88
Q2 2024Seth Klarman - Baupost GroupNEW BUY+$96.24M~$52.88
Q2 2024Tom Gayner - Markel GroupNEW BUY+$3.88M~$52.88
Q2 2024George Soros - Soros Fund ManagementNEW BUY+$1.59M~$52.88

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202616,330,325-3.1%$413.37M$65.30
Q4 202526,532,872+15.2%$517.67M$79.24
Q3 202525,669,411+2.6%$413.87M$73.00
Q2 202525,526,261-13.0%$419.11M$75.84
Q1 202536,355,478-5.0%$483.27M$76.04
Q4 202426,692,914-5.9%$442.13M$66.06
Q3 202447,109,163+0.3%$495.65M$69.72
Q2 202447,087,392—$374.78M$52.88