Company Increases Airline and Retail Holdings in First Quarter

It simultaneously reduced its positions in several other companies to zero, including Visa, Mastercard, and Domino's Pizza. The transactions occurred between January and March of this year. The filing provides a required quarterly update on institutional investment positions that exceed certain size thresholds.

Such disclosures allow the public to track shifts in large investors' portfolios over time. The company had previously built positions in the payment networks and the pizza chain that it no longer holds.

The additions to the airline and department-store holdings mark an expansion in the company's exposure to the travel and consumer retail sectors. passenger fleets, while Macy's runs a nationwide chain of department stores. Both stocks are now part of the company's reported equity portfolio.

In contrast, the complete exits from Visa and Mastercard remove the company's ownership in the two largest U.S. payment processors. The filing also shows the company no longer holds any shares of Domino's Pizza, which delivers pizza through a network of franchised and company-owned stores.

No reason for the purchases or sales was stated in the disclosure. The first-quarter filing follows a pattern of periodic portfolio updates required under U.S. securities law. Market participants often review these reports to identify trends among large investors.

The current report covers activity through the end of March 2026.