- The Insiders Fund 3rd Quarter 2026 Partner Letter The Insiders Fund took profits in Cencora, exited Pool, cut Alphabet and retained high cash equivalents amid a market led narrowly by AI infrastructure. It backed Energy Transfer, Rockwell Automation, healthcare names, Borr Drilling, Matador Resources and new holding Grab on insider buying, domestic-energy demand and automation. 3rd Quarter 2026 ABT $191BBORR $1.2BBSX $64B
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