The buy side
1.5% current reported weight · 1.0% before → 1.5% after · filed 2024-11-14
-13.9% vs SPY · 63 sessions
SEC source ↗
Disagreement Dossier · Q3 2024
Why great investors disagree on FDX.
Fedex Corp
1 tracked managers bought or added while 1 trimmed or exited in Q3 2024. These are disclosed position changes; the filings do not reveal why the managers disagreed.
- Buying
- 1
- Selling
- 1
- Disagreement
- 55
- Later evidence
- Sellers lead so far
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The sell side
- David Tepper32%
2.7% prior reported weight · 2.7% before → 1.5% after · filed 2024-11-14
-13.9% vs SPY · 63 sessions
SEC source ↗
Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.
Eight-quarter decision map
How the disagreement evolved
Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.
Quarter
Bought or added
Trimmed or exited
Q2 2026
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ1 2026
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ4 2025
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ3 2025
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ2 2025
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ1 2025
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ4 2024
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ3 2024
Split
Bought or added
Trimmed or exited
- David TepperTRIM 32%
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The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.