13F filing recap · Q4 2024
What did Torray Investment Partners buy in Q4 2024?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Torray account, including accounts that belong to no fund below.
Stock value
$697.22M
Positions
101
Estimated turnover
14.2%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Torray Investment Partners opened new positions in Constellation Energy, FTI Consulting, Rocket Lab, and Wells Fargo, while exiting Church & Dwight, Aspen Technology, RTX, Universal Health Services, and Vail Resorts. The firm sharply increased its stakes in Amgen and Hewlett Packard Enterprise, and substantially added to Synopsys, AbbVie, Rocket Pharmaceuticals, and Axsome Therapeutics. Notable trims included Fiserv, Berkshire Hathaway, Royalty Pharma, American Express, UnitedHealth, Qualcomm, Morgan Stanley, Sherwin-Williams, and UPS, with Honeywell reduced substantially.