---
title: Superinvestor 13F filings — latest portfolio updates
canonical: https://sweetvaluelab.com/investors
---
# Superinvestor 13F filings — latest portfolio updates

The latest 13F of each of the 85 tracked managers, newest filing first: what changed against the quarter before (counts of positions bought, added to, reduced and sold, and the largest moves by dollars, split-adjusted) and the portfolio's size.

## Latest filings

| Manager | Filed | Quarter | Bought | Added | Reduced | Sold | Largest moves | Portfolio value | Change | Page |
| --- | --- | --- | ---: | ---: | ---: | ---: | --- | ---: | ---: | --- |
| David Katz | Oct 13, 2026 | 2026-09-30 | 2 | 38 | 40 | 8 | sold LMT; added +411% MCD; bought UBER | $1.2B | −1% | https://sweetvaluelab.com/investors/david-katz |
| Francois Rochon | Aug 26, 2026 | 2026-06-30 | 7 | 11 | 31 | 7 | reduced −34% BRK/B; reduced −56% KEYS; added +56% ADP | $3.0B | +9% | https://sweetvaluelab.com/investors/francois-rochon |
| First Eagle | Aug 24, 2026 | 2026-06-30 | 41 | 258 | 101 | 37 | reduced −99% TXN; bought BKNG; reduced −66% EXPD | $60.8B | +3% | https://sweetvaluelab.com/investors/first-eagle |
| AltaRock | Aug 17, 2026 | 2026-06-30 | 0 | 3 | 5 | 0 | reduced −24% AMZN; reduced −65% MCO; added +25% MSFT | $4.2B | +3% | https://sweetvaluelab.com/investors/altarock |
| Kahn Brothers | Aug 17, 2026 | 2026-06-30 | 1 | 12 | 16 | 1 | reduced −52% OGN; added +117% Z; added +105% MBI | $632.7M | +12% | https://sweetvaluelab.com/investors/kahn-brothers |
| Buffett | Aug 14, 2026 | 2026-06-30 | 1 | 7 | 6 | 1 | added +45% GOOGL; added +658% GOOG; reduced −6% BAC | $299.3B | +14% | https://sweetvaluelab.com/investors/buffett |
| Bill Nygren | Aug 14, 2026 | 2026-06-30 | 12 | 51 | 84 | 7 | reduced −81% PSX; reduced −25% GOOGL; reduced −85% WBD | $75.4B | +1% | https://sweetvaluelab.com/investors/bill-nygren |
| Chris Hohn | Aug 14, 2026 | 2026-06-30 | 2 | 4 | 3 | 1 | sold MSFT; bought MLM; bought VMC | $52.8B | +17% | https://sweetvaluelab.com/investors/chris-hohn |
| Viking Global | Aug 14, 2026 | 2026-06-30 | 35 | 16 | 29 | 22 | sold AAPL; reduced −78% TSLA; bought RACE | $35.1B | −2% | https://sweetvaluelab.com/investors/viking-global |
| Gates | Aug 14, 2026 | 2026-06-30 | 2 | 0 | 3 | 0 | reduced −14% BRK/B; bought HD; reduced −3% WM | $34.4B | +9% | https://sweetvaluelab.com/investors/gates |
| Bridgewater | Aug 14, 2026 | 2026-06-30 | 214 | 399 | 378 | 210 | reduced −92% MU; added +22% SPY; reduced −54% AMZN | $24.4B | +9% | https://sweetvaluelab.com/investors/bridgewater |
| Chase Coleman | Aug 14, 2026 | 2026-06-30 | 9 | 6 | 20 | 17 | reduced −45% GOOGL; reduced −51% AVGO; bought CBRS | $24.0B | +5% | https://sweetvaluelab.com/investors/chase-coleman |
| Ackman | Aug 14, 2026 | 2026-06-30 | 5 | 5 | 3 | 2 | bought V; bought MA; bought SPGI | $19.5B | +42% | https://sweetvaluelab.com/investors/ackman |
| Duan Yongping | Aug 14, 2026 | 2026-06-30 | 1 | 3 | 7 | 2 | reduced −55% NVDA; reduced −47% GOOG; reduced −6% AAPL | $19.1B | −5% | https://sweetvaluelab.com/investors/duan-yongping |
| Stephen Mandel | Aug 14, 2026 | 2026-06-30 | 13 | 8 | 13 | 15 | bought NBIS; bought STX; sold VST | $16.4B | +30% | https://sweetvaluelab.com/investors/stephen-mandel |
| Terry Smith | Aug 14, 2026 | 2026-06-30 | 13 | 4 | 21 | 6 | sold MTD; bought UBER; bought MA | $13.6B | +6% | https://sweetvaluelab.com/investors/terry-smith |
| Lee Ainslie | Aug 14, 2026 | 2026-06-30 | 84 | 49 | 40 | 146 | reduced −100% AMAT; reduced −100% ASML; bought META | $11.3B | +31% | https://sweetvaluelab.com/investors/lee-ainslie |
| Mairs & Power | Aug 14, 2026 | 2026-06-30 | 17 | 56 | 109 | 8 | reduced −24% UNH; bought AJG; reduced −17% LFUS | $10.9B | +11% | https://sweetvaluelab.com/investors/mairs-power |
| Henry Ellenbogen | Aug 14, 2026 | 2026-06-30 | 4 | 9 | 20 | 5 | bought MAIR; bought TWLO; reduced −25% RBC | $10.3B | +6% | https://sweetvaluelab.com/investors/henry-ellenbogen |
| John Rogers | Aug 14, 2026 | 2026-06-30 | 8 | 33 | 63 | 8 | bought HAE; reduced −32% SPHR; reduced −62% INTC | $10.0B | +12% | https://sweetvaluelab.com/investors/john-rogers |
| Icahn | Aug 14, 2026 | 2026-06-30 | 0 | 2 | 2 | 0 | added +13% IEP; reduced −64% AEP; reduced −39% JBLU | $8.3B | −3% | https://sweetvaluelab.com/investors/icahn |
| Soros | Aug 14, 2026 | 2026-06-30 | 85 | 45 | 72 | 78 | reduced −39% AMZN; sold SDA; bought AEP | $8.1B | −11% | https://sweetvaluelab.com/investors/soros |
| First Pacific Advisors | Aug 14, 2026 | 2026-06-30 | 7 | 30 | 18 | 18 | added +245% AJG; bought DHR; reduced −16% GOOGL | $8.1B | +13% | https://sweetvaluelab.com/investors/first-pacific-advisors |
| Tepper | Aug 14, 2026 | 2026-06-30 | 6 | 11 | 5 | 12 | reduced −41% MU; sold SNDK; bought BA | $7.7B | +30% | https://sweetvaluelab.com/investors/tepper |
| Howard Marks | Aug 14, 2026 | 2026-06-30 | 10 | 8 | 18 | 11 | reduced −48% GTX; sold PBR; reduced −100% STKL | $7.2B | +10% | https://sweetvaluelab.com/investors/howard-marks |
| Ruane Cunniff | Aug 14, 2026 | 2026-06-30 | 4 | 6 | 31 | 0 | bought ROP; reduced −29% ELV; reduced −22% SUNB | $6.4B | +7% | https://sweetvaluelab.com/investors/ruane-cunniff |
| ValueAct | Aug 14, 2026 | 2026-06-30 | 1 | 7 | 6 | 1 | reduced −84% MDB; added +48% RKT; reduced −46% RBLX | $5.6B | −1% | https://sweetvaluelab.com/investors/valueact |
| Druckenmiller | Aug 14, 2026 | 2026-06-30 | 44 | 15 | 10 | 23 | bought GOOGL; added +1083% AMZN; bought FOXA | $5.2B | +54% | https://sweetvaluelab.com/investors/druckenmiller |
| Akre | Aug 14, 2026 | 2026-06-30 | 0 | 2 | 13 | 0 | reduced −29% BN; reduced −32% V; reduced −26% KKR | $5.1B | −16% | https://sweetvaluelab.com/investors/akre |
| Loeb | Aug 14, 2026 | 2026-06-30 | 14 | 13 | 4 | 9 | bought WBD; added +486% GOOGL; bought KEYS | $4.7B | +125% | https://sweetvaluelab.com/investors/loeb |
| Glenn Greenberg | Aug 14, 2026 | 2026-06-30 | 7 | 6 | 15 | 3 | reduced −53% SNX; bought AJG; reduced −54% FG | $4.6B | +14% | https://sweetvaluelab.com/investors/glenn-greenberg |
| Einhorn | Aug 14, 2026 | 2026-06-30 | 7 | 11 | 11 | 6 | bought FBIN; sold VSXY; bought VGNT | $3.9B | +23% | https://sweetvaluelab.com/investors/einhorn |
| Li Lu | Aug 14, 2026 | 2026-06-30 | 0 | 2 | 0 | 6 | added +134% PDD; sold BAC; added +23% BRK/B | $3.7B | +16% | https://sweetvaluelab.com/investors/li-lu |
| Leon Cooperman | Aug 14, 2026 | 2026-06-30 | 4 | 7 | 3 | 6 | bought GPGI; reduced −86% SUN; bought WHK | $3.5B | +16% | https://sweetvaluelab.com/investors/leon-cooperman |
| Valley Forge | Aug 14, 2026 | 2026-06-30 | 0 | 0 | 4 | 0 | reduced −28% MA; reduced −13% FICO; reduced −13% SPGI | $3.1B | −8% | https://sweetvaluelab.com/investors/valley-forge |
| Prem Watsa | Aug 14, 2026 | 2026-06-30 | 6 | 7 | 2 | 3 | bought EGO; added +84% ORLA; added +172% KHC | $2.6B | +36% | https://sweetvaluelab.com/investors/prem-watsa |
| Abrams Bison | Aug 14, 2026 | 2026-06-30 | 0 | 2 | 6 | 0 | reduced −84% SUNB; reduced −19% SNX; reduced −22% AMAT | $2.0B | −11% | https://sweetvaluelab.com/investors/abrams-bison |
| Mason Hawkins | Aug 14, 2026 | 2026-06-30 | 2 | 8 | 24 | 4 | reduced −82% ACMR; bought ABT; sold BIO | $1.9B | −6% | https://sweetvaluelab.com/investors/mason-hawkins |
| Clifford Sosin | Aug 14, 2026 | 2026-06-30 | 2 | 0 | 4 | 1 | sold COF; bought META; bought VAC | $1.9B | +8% | https://sweetvaluelab.com/investors/clifford-sosin |
| Pat Dorsey | Aug 14, 2026 | 2026-06-30 | 0 | 8 | 3 | 0 | reduced −48% SUNB; added +39% APP; added +80% BKNG | $1.6B | +24% | https://sweetvaluelab.com/investors/pat-dorsey |
| Bruce Berkowitz | Aug 14, 2026 | 2026-06-30 | 3 | 4 | 1 | 0 | reduced −5% JOE; added +74% BRK/B; added +450% BRK/A | $1.5B | −2% | https://sweetvaluelab.com/investors/bruce-berkowitz |
| Christopher Bloomstran | Aug 14, 2026 | 2026-06-30 | 7 | 12 | 13 | 1 | added +143% BLDR; reduced −82% SBUX; bought PAYX | $884.6M | +6% | https://sweetvaluelab.com/investors/christopher-bloomstran |
| David Rolfe | Aug 14, 2026 | 2026-06-30 | 0 | 7 | 11 | 4 | sold TSCO; sold CDW; sold ZTS | $484.4M | +0% | https://sweetvaluelab.com/investors/david-rolfe |
| Arnold Van Den Berg | Aug 14, 2026 | 2026-06-30 | 7 | 31 | 59 | 20 | sold SEA1EUR; bought SA; reduced −43% INTC | $473.3M | +9% | https://sweetvaluelab.com/investors/arnold-van-den-berg |
| Bill Miller | Aug 14, 2026 | 2026-06-30 | 4 | 20 | 22 | 3 | bought SPUU; sold SPY; bought COTY | $423.1M | +10% | https://sweetvaluelab.com/investors/bill-miller |
| Robert Vinall | Aug 14, 2026 | 2026-06-30 | 0 | 1 | 6 | 0 | reduced −26% IBKR; reduced −13% CACC; reduced −7% CVNA | $382.9M | +0% | https://sweetvaluelab.com/investors/robert-vinall |
| Josh Tarasoff | Aug 14, 2026 | 2026-06-30 | 1 | 0 | 4 | 0 | bought SPOT; reduced −10% AMZN; reduced −10% MKL | $364.2M | +6% | https://sweetvaluelab.com/investors/josh-tarasoff |
| Glenn Welling | Aug 14, 2026 | 2026-06-30 | 1 | 1 | 4 | 0 | reduced −33% YETI; bought FRPT; reduced −39% BL | $327.1M | +8% | https://sweetvaluelab.com/investors/glenn-welling |
| Norbert Lou | Aug 14, 2026 | 2026-06-30 | 0 | 0 | 2 | 0 | reduced −59% SGOV; reduced −3% CROX | $256.0M | −5% | https://sweetvaluelab.com/investors/norbert-lou |
| Dennis Hong | Aug 14, 2026 | 2026-06-30 | 2 | 4 | 5 | 3 | reduced −58% OKTA; bought CR; sold INTU | $232.1M | −13% | https://sweetvaluelab.com/investors/dennis-hong |
| Alex Roepers | Aug 14, 2026 | 2026-06-30 | 2 | 6 | 4 | 2 | bought ASH; added +261% XRAY; reduced −63% DCH | $192.0M | +12% | https://sweetvaluelab.com/investors/alex-roepers |
| Hillman Capital | Aug 14, 2026 | 2026-06-30 | 3 | 14 | 35 | 5 | sold DD; bought DD; reduced −86% TROW | $138.2M | −4% | https://sweetvaluelab.com/investors/hillman-capital |
| Dodge & Cox | Aug 13, 2026 | 2026-06-30 | 9 | 71 | 92 | 9 | added +630555% V; reduced −42% FDX; added +11767% TMO | $191.0B | +5% | https://sweetvaluelab.com/investors/dodge-cox |
| Sarah Ketterer | Aug 13, 2026 | 2026-06-30 | 23 | 48 | 46 | 8 | bought CCL; sold CCL1EUR; added +26% AZN | $9.2B | +13% | https://sweetvaluelab.com/investors/sarah-ketterer |
| Thomas Russo | Aug 13, 2026 | 2026-06-30 | 1 | 10 | 42 | 2 | reduced −9% GOOG; added +32% ERFSF; reduced −83% JPM | $8.9B | +5% | https://sweetvaluelab.com/investors/thomas-russo |
| David Abrams | Aug 13, 2026 | 2026-06-30 | 0 | 0 | 1 | 0 | reduced −27% GOOGL | $5.5B | +18% | https://sweetvaluelab.com/investors/david-abrams |
| Klarman | Aug 13, 2026 | 2026-06-30 | 3 | 6 | 9 | 2 | reduced −54% WCC; sold WTW; added +89% GPC | $5.4B | +6% | https://sweetvaluelab.com/investors/klarman |
| Samantha McLemore | Aug 13, 2026 | 2026-06-30 | 2 | 11 | 24 | 1 | bought GPN; reduced −93% NE; added +244% FBTC | $3.1B | +12% | https://sweetvaluelab.com/investors/samantha-mclemore |
| Triple Frond | Aug 13, 2026 | 2026-06-30 | 2 | 0 | 3 | 1 | bought DASH; bought SPGI; sold ILMN | $1.1B | +16% | https://sweetvaluelab.com/investors/triple-frond |
| Greg Alexander | Aug 13, 2026 | 2026-06-30 | 1 | 1 | 0 | 1 | bought AIIR; added +28% GPI; sold LAD | $606.7M | +16% | https://sweetvaluelab.com/investors/greg-alexander |
| Pabrai | Aug 13, 2026 | 2026-06-30 | 1 | 1 | 2 | 0 | reduced −11% AMR; reduced −4% HCC; bought KSPI | $326.7M | −23% | https://sweetvaluelab.com/investors/pabrai |
| Bryan Lawrence | Aug 13, 2026 | 2026-06-30 | 1 | 1 | 0 | 0 | bought MCO; added +10% GWRE | $268.5M | +18% | https://sweetvaluelab.com/investors/bryan-lawrence |
| AKO Capital | Aug 12, 2026 | 2026-06-30 | 0 | 5 | 17 | 5 | reduced −75% WAT; added +91% SUNB; sold BKNG | $4.3B | −16% | https://sweetvaluelab.com/investors/ako-capital |
| Nelson Peltz | Aug 12, 2026 | 2026-06-30 | 0 | 2 | 2 | 0 | reduced −19% JHG; added +76194% GEHC; reduced −45% IVZ | $4.2B | +10% | https://sweetvaluelab.com/investors/nelson-peltz |
| Harry Burn | Aug 12, 2026 | 2026-06-30 | 7 | 15 | 18 | 7 | sold MRVL; bought AAL; bought ELV | $3.2B | +9% | https://sweetvaluelab.com/investors/harry-burn |
| Guy Spier | Aug 12, 2026 | 2026-06-30 | 1 | 9 | 0 | 1 | added +38% YPF; added +798% NU; added +19% BBD | $1.8B | +33% | https://sweetvaluelab.com/investors/guy-spier |
| Wallace Weitz | Aug 12, 2026 | 2026-06-30 | 3 | 10 | 20 | 2 | sold ODFL; reduced −51% TXN; reduced −18% GOOG | $1.4B | +1% | https://sweetvaluelab.com/investors/wallace-weitz |
| Third Avenue | Aug 12, 2026 | 2026-06-30 | 4 | 13 | 23 | 2 | reduced −59% ROG; added +34% RHI; reduced −55% MYRG | $625.3M | +2% | https://sweetvaluelab.com/investors/third-avenue |
| Francis Chou | Aug 12, 2026 | 2026-06-30 | 1 | 0 | 1 | 0 | reduced −9% AAPL; bought VTS | $216.6M | +3% | https://sweetvaluelab.com/investors/francis-chou |
| Christopher Davis | Aug 11, 2026 | 2026-06-30 | 2 | 18 | 87 | 2 | sold CTRA; bought DVN; reduced −91% AMAT | $23.3B | +7% | https://sweetvaluelab.com/investors/christopher-davis |
| Yacktman | Aug 11, 2026 | 2026-06-30 | 1 | 51 | 9 | 3 | added +269% BRK/B; added +6561% INTU; bought BR | $8.1B | +8% | https://sweetvaluelab.com/investors/yacktman |
| Vulcan Value | Aug 10, 2026 | 2026-06-30 | 4 | 6 | 26 | 1 | reduced −93% UNH; reduced −38% AMZN; reduced −24% EG | $3.3B | −13% | https://sweetvaluelab.com/investors/vulcan-value |
| Richard Pzena | Aug 7, 2026 | 2026-06-30 | 12 | 71 | 70 | 9 | reduced −92% NOK; reduced −20% HUM; added +48% DG | $34.1B | +11% | https://sweetvaluelab.com/investors/richard-pzena |
| Jensen | Aug 7, 2026 | 2026-06-30 | 1 | 8 | 69 | 2 | reduced −52% KLAC; reduced −45% GOOGL; reduced −46% AAPL | $4.1B | −19% | https://sweetvaluelab.com/investors/jensen |
| Tweedy Browne | Aug 7, 2026 | 2026-06-30 | 13 | 41 | 34 | 15 | bought ZTS; reduced −88% FDX; reduced −29% GOOGL | $1.3B | +5% | https://sweetvaluelab.com/investors/tweedy-browne |
| Polen Capital | Aug 4, 2026 | 2026-06-30 | 68 | 63 | 88 | 70 | reduced −88% AON; reduced −27% LLY; reduced −94% SNPS | $11.6B | −20% | https://sweetvaluelab.com/investors/polen-capital |
| Thomas Gayner | Jul 31, 2026 | 2026-06-30 | 3 | 24 | 3 | 2 | added +340% MELI; added +9% FNV; added +182% EPD | $13.1B | +10% | https://sweetvaluelab.com/investors/thomas-gayner |
| Torray | Jul 30, 2026 | 2026-06-30 | 5 | 32 | 32 | 3 | bought ACN; reduced −46% TXN; reduced −53% MSFT | $741.3M | +9% | https://sweetvaluelab.com/investors/torray |
| William Von Mueffling | Jul 29, 2026 | 2026-06-30 | 0 | 0 | 27 | 11 | reduced −95% AVGO; reduced −95% GOOGL; reduced −95% TSM | $665.1M | −96% | https://sweetvaluelab.com/investors/william-von-mueffling |
| Greenhaven | Jul 28, 2026 | 2026-06-30 | 4 | 7 | 11 | 3 | bought BDX; bought ACN; added +55% ICLR | $8.7B | +43% | https://sweetvaluelab.com/investors/greenhaven |
| John Armitage | Jul 21, 2026 | 2026-06-30 | 5 | 13 | 5 | 6 | sold CRS; added +277% MDLN; reduced −72% LIN | $10.4B | +15% | https://sweetvaluelab.com/investors/john-armitage |
| Lindsell Train | Jul 15, 2026 | 2026-06-30 | 2 | 5 | 14 | 1 | reduced −25% GOOGL; reduced −42% EBAY; reduced −14% TKO | $2.6B | −16% | https://sweetvaluelab.com/investors/lindsell-train |
| Robert Olstein | Apr 21, 2026 | 2026-03-31 | 2 | 27 | 60 | 4 | reduced −57% KLIC; bought BAH; reduced −39% SLB | $458.1M | −6% | https://sweetvaluelab.com/investors/robert-olstein |
| Tom Bancroft | Feb 11, 2026 | 2025-12-31 | 0 | 1 | 6 | 1 | reduced −46% BBWI; reduced −49% FLUT; reduced −45% BELFB | $127.9M | −34% | https://sweetvaluelab.com/investors/tom-bancroft |
| Burry | Nov 3, 2025 | 2025-09-30 | 2 | 1 | 0 | 5 | bought MOH; bought SLM; sold EL | $1.4B | +139% | https://sweetvaluelab.com/investors/burry |

## Q2 2026 across the roster

New buys: SPGI (5), GEV (5), VEEV (5), NFLX (4), AMD (4). Sold out: CTRA (4), HON (4), INTU (4), MSFT (3), GOOGL (3). Numbers are managers, of the 82 who filed both quarters; more at https://sweetvaluelab.com/investors/13f/2026-q2. Q3 2026 so far: 1 of 85 filed (https://sweetvaluelab.com/investors/13f/2026-q3).

Most owned in Q2 2026: GOOGL (52 managers), MSFT (38 managers), AMZN (36 managers), META (33 managers), V (31 managers), BRK-B (27 managers). All of them at https://sweetvaluelab.com/investors/consensus.

## Today (prices at the Oct 16, 2026 close)

Since their last 13F — each manager's latest 13F positions at the latest close against the quarter-end price, weighted by size, for books at least half priced (an estimate of the disclosed positions, not a return): ValueAct +17.8%, Ackman +15.1%, Vulcan Value +13.2%, Richard Pzena +11.6%, Yacktman +11.5%, First Eagle +10.5%, Duan Yongping +10.4%, Wallace Weitz +10.0%, Torray +9.8%, AltaRock +9.4%, Bill Nygren +9.2%, Robert Olstein +9.2%, Hillman Capital +9.0%, Akre +8.4%, Greenhaven +8.3%, David Rolfe +8.1%, Polen Capital +8.0%, Terry Smith +7.3%, Francois Rochon +6.5%, Mairs & Power +6.4%, Buffett +6.1%, Ruane Cunniff +5.9%, Jensen +5.8%, AKO Capital +5.5%, Christopher Bloomstran +5.2%, Dodge & Cox +5.0%, First Pacific Advisors +5.0%, Robert Vinall +4.2%, Thomas Russo +4.1%, Klarman +4.0%, Arnold Van Den Berg +3.3%, Lindsell Train +2.8%, Triple Frond +2.5%, David Katz +1.8%, Harry Burn +1.7%, Thomas Gayner +1.3%, Viking Global +1.3%, Christopher Davis +1.1%, William Von Mueffling +0.4%, Li Lu +0.2%, John Armitage +0.0%, Loeb −1.6%, Samantha McLemore −1.7%, Lee Ainslie −1.9%, Chris Hohn −2.2%, Chase Coleman −3.5%, Valley Forge −3.8%, Nelson Peltz −5.9%, Gates −6.0%, Bryan Lawrence −6.1%, Tepper −7.0%, Clifford Sosin −8.8%, Pat Dorsey −9.5%, Stephen Mandel −27.5%.

| Stock | Insider | Role | Filed | Value | Tracked holders |
| --- | --- | --- | --- | ---: | ---: |
| PEP | POHLAD ROBERT C | Director | Oct 16, 2026 | $23.7M | 14 |
| FIS | Goldstein Jeffrey A | Director | Oct 16, 2026 | $57,694 | 4 |
| NBIS | Grimme Arne | Director | Oct 16, 2026 | $50,317 | 2 |
| HRL | Newlands William A | Director, Other | Oct 6, 2026 | $201,000 | 4 |
| LEN | BERKSHIRE HATHAWAY INC, BUFFETT WARREN E | 10% Owner | Oct 5, 2026 | $192.6M | 7 |
| CVNA | MAROONE MICHAEL E | Director | Oct 5, 2026 | $1.5M | 8 |

Today's movers among stocks three or more of them hold — up: APA 4.1%, NOC 4.0%, RTX 3.7%, LMT 3.7%, EOG 3.5%; down: FLEX -8.2%, PANW -7.6%, STX -7.5%, COHR -7.1%, ARM -6.9%.

## Every manager, largest first

| Manager | Filer | Quarter | Filed | Positions | Portfolio value | Largest positions | Page |
| --- | --- | --- | --- | ---: | ---: | --- | --- |
| Buffett | Berkshire Hathaway Inc | 2026-06-30 | Aug 14, 2026 | 29 | $299.3B | AAPL 22%, AXP 17%, KO 11%, GOOGL 9%, BAC 9% | https://sweetvaluelab.com/investors/buffett |
| Dodge & Cox | Dodge & Cox | 2026-06-30 | Aug 13, 2026 | 222 | $191.0B | JCI 4%, SCHW 4%, RTX 3%, CVS 3%, MSFT 3% | https://sweetvaluelab.com/investors/dodge-cox |
| Bill Nygren | Harris Associates L P | 2026-06-30 | Aug 14, 2026 | 162 | $75.4B | KDP 4%, ABNB 4%, CRM 3%, IQV 3%, COF 3% | https://sweetvaluelab.com/investors/bill-nygren |
| First Eagle | First Eagle Investment Management, LLC | 2026-06-30 | Aug 24, 2026 | 425 | $60.8B | GOOG 4%, BDX 3%, META 3%, TSM 3%, FMX 3% | https://sweetvaluelab.com/investors/first-eagle |
| Chris Hohn | TCI Fund Management Ltd | 2026-06-30 | Aug 14, 2026 | 11 | $52.8B | GE 34%, V 20%, MCO 12%, SPGI 11%, CP 7% | https://sweetvaluelab.com/investors/chris-hohn |
| Viking Global | Viking Global Investors LP | 2026-06-30 | Aug 14, 2026 | 90 | $35.1B | V 6%, TSM 4%, APD 4%, SHW 4%, FTV 3% | https://sweetvaluelab.com/investors/viking-global |
| Gates | Gates Foundation Trust | 2026-06-30 | Aug 14, 2026 | 24 | $34.4B | BRK/B 21%, CAT 20%, CNI 18%, WM 17%, DE 7% | https://sweetvaluelab.com/investors/gates |
| Richard Pzena | Pzena Investment Management LLC | 2026-06-30 | Aug 7, 2026 | 161 | $34.1B | MGA 7%, HUM 5%, BAX 4%, CVS 4%, DG 3% | https://sweetvaluelab.com/investors/richard-pzena |
| Bridgewater | Bridgewater Associates, LP | 2026-06-30 | Aug 14, 2026 | 997 | $24.4B | SPY 16%, IVV 9%, NVDA 3%, AVGO 2%, AMZN 2% | https://sweetvaluelab.com/investors/bridgewater |
| Chase Coleman | Tiger Global Management LLC | 2026-06-30 | Aug 14, 2026 | 46 | $24.0B | TSM 10%, AMZN 10%, NVDA 9%, GOOGL 9%, META 7% | https://sweetvaluelab.com/investors/chase-coleman |
| Christopher Davis | Davis Selected Advisers | 2026-06-30 | Aug 11, 2026 | 112 | $23.3B | COF 7%, USB 6%, CVS 5%, VTRS 5%, MGM 5% | https://sweetvaluelab.com/investors/christopher-davis |
| Ackman | Pershing Square Inc. | 2026-06-30 | Aug 14, 2026 | 14 | $19.5B | UBER 13%, BN 13%, MSFT 12%, AMZN 10%, HHH 10% | https://sweetvaluelab.com/investors/ackman |
| Duan Yongping | H&H International Investment, LLC | 2026-06-30 | Aug 14, 2026 | 18 | $19.1B | AAPL 41%, BRK/B 24%, PDD 10%, TSLA 7%, NVDA 7% | https://sweetvaluelab.com/investors/duan-yongping |
| Stephen Mandel | Lone Pine Capital LLC | 2026-06-30 | Aug 14, 2026 | 34 | $16.4B | NBIS 7%, ASML 7%, STX 6%, HD 6%, AMAT 5% | https://sweetvaluelab.com/investors/stephen-mandel |
| Terry Smith | Fundsmith LLP | 2026-06-30 | Aug 14, 2026 | 41 | $13.6B | MAR 7%, SYK 7%, WAT 6%, V 5%, UBER 5% | https://sweetvaluelab.com/investors/terry-smith |
| Thomas Gayner | Markel Group Inc. | 2026-06-30 | Jul 31, 2026 | 130 | $13.1B | GOOG 7%, BRK/A 6%, BRK/B 6%, DE 4%, BN 4% | https://sweetvaluelab.com/investors/thomas-gayner |
| Polen Capital | Polen Capital Management LLC | 2026-06-30 | Aug 4, 2026 | 219 | $11.6B | LLY 7%, NVDA 7%, MSFT 7%, GOOG 7%, AVGO 6% | https://sweetvaluelab.com/investors/polen-capital |
| Lee Ainslie | Maverick Capital Ltd | 2026-06-30 | Aug 14, 2026 | 179 | $11.3B | NVDA 5%, AMD 5%, ALAB 5%, INTC 5%, GOOG 5% | https://sweetvaluelab.com/investors/lee-ainslie |
| Mairs & Power | Mairs & Power Inc | 2026-06-30 | Aug 14, 2026 | 254 | $10.9B | NVDA 9%, MSFT 7%, AMZN 6%, GOOG 5%, LLY 4% | https://sweetvaluelab.com/investors/mairs-power |
| John Armitage | Egerton Capital (UK) LLP | 2026-06-30 | Jul 21, 2026 | 23 | $10.4B | V 14%, GOOG 11%, APH 8%, AMZN 8%, MCO 7% | https://sweetvaluelab.com/investors/john-armitage |
| Henry Ellenbogen | Durable Capital Partners LP | 2026-06-30 | Aug 14, 2026 | 36 | $10.3B | RBC 11%, DASH 7%, Q 7%, FERG 7%, MELI 5% | https://sweetvaluelab.com/investors/henry-ellenbogen |
| John Rogers | Ariel Investments, LLC | 2026-06-30 | Aug 14, 2026 | 106 | $10.0B | MSGE 4%, OSW 4%, CRL 3%, AMG 3%, JLL 3% | https://sweetvaluelab.com/investors/john-rogers |
| Sarah Ketterer | Causeway Capital Management LLC | 2026-06-30 | Aug 13, 2026 | 122 | $9.2B | AZN 19%, CCL 13%, DB 11%, SW 8%, CP 6% | https://sweetvaluelab.com/investors/sarah-ketterer |
| Thomas Russo | Gardner Russo & Quinn LLC | 2026-06-30 | Aug 13, 2026 | 85 | $8.9B | GOOG 12%, BRK/A 12%, PM 9%, MA 9%, CFRHF 9% | https://sweetvaluelab.com/investors/thomas-russo |
| Greenhaven | Greenhaven Associates Inc | 2026-06-30 | Jul 28, 2026 | 28 | $8.7B | LEN 12%, GM 11%, TOL 11%, BDX 10%, PHM 9% | https://sweetvaluelab.com/investors/greenhaven |
| Icahn | Icahn Carl C | 2026-06-30 | Aug 14, 2026 | 12 | $8.3B | IEP 54%, CVI 24%, UAN 6%, CTRI 5%, IFF 4% | https://sweetvaluelab.com/investors/icahn |
| Soros | Soros Fund Management LLC | 2026-06-30 | Aug 14, 2026 | 266 | $8.1B | AMZN 3%, TSM 3%, GPN 1.5 03/01/31 3%, GOOGL 3%, NVDA 3% | https://sweetvaluelab.com/investors/soros |
| Yacktman | Yacktman Asset Management LP | 2026-06-30 | Aug 11, 2026 | 74 | $8.1B | CNQ 8%, BRK/B 7%, GOOG 5%, SCHW 5%, MSFT 5% | https://sweetvaluelab.com/investors/yacktman |
| First Pacific Advisors | First Pacific Advisors, LP | 2026-06-30 | Aug 14, 2026 | 75 | $8.1B | ADI 8%, GOOGL 6%, GOOG 6%, IFF 5%, C 5% | https://sweetvaluelab.com/investors/first-pacific-advisors |
| Tepper | Appaloosa LP | 2026-06-30 | Aug 14, 2026 | 27 | $7.7B | AMZN 15%, MU 15%, TSM 10%, GOOG 8%, UBER 7% | https://sweetvaluelab.com/investors/tepper |
| Howard Marks | Oaktree Capital Management LP | 2026-06-30 | Aug 14, 2026 | 145 | $7.2B | TRMD 7%, EXE 7%, GTX 4%, AU 4%, INDV 3% | https://sweetvaluelab.com/investors/howard-marks |
| Ruane Cunniff | Ruane, Cunniff & Goldfarb L.P. | 2026-06-30 | Aug 14, 2026 | 54 | $6.4B | GOOGL 11%, TSM 9%, FWONK 8%, SCHW 7%, COF 6% | https://sweetvaluelab.com/investors/ruane-cunniff |
| ValueAct | ValueAct Holdings, L.P. | 2026-06-30 | Aug 14, 2026 | 18 | $5.6B | V 14%, AMZN 12%, RKT 12%, BLK 10%, META 9% | https://sweetvaluelab.com/investors/valueact |
| David Abrams | Abrams Capital Management, L.P. | 2026-06-30 | Aug 13, 2026 | 11 | $5.5B | LOAR 47%, LAD 13%, GOOGL 9%, SGI 8%, ABG 8% | https://sweetvaluelab.com/investors/david-abrams |
| Klarman | Baupost Group LLC | 2026-06-30 | Aug 13, 2026 | 23 | $5.4B | AMZN 16%, ELV 9%, QSR 9%, GOOG 9%, FERG 6% | https://sweetvaluelab.com/investors/klarman |
| Druckenmiller | Duquesne Family Office LLC | 2026-06-30 | Aug 14, 2026 | 95 | $5.2B | NTRA 17%, TSM 5%, STM 4%, INSM 3%, YPF 3% | https://sweetvaluelab.com/investors/druckenmiller |
| Akre | Akre Capital Management LLC | 2026-06-30 | Aug 14, 2026 | 20 | $5.1B | MA 20%, MCO 10%, BN 10%, KKR 9%, FICO 8% | https://sweetvaluelab.com/investors/akre |
| Loeb | Third Point LLC | 2026-06-30 | Aug 14, 2026 | 43 | $4.7B | WBD 11%, AMZN 9%, GOOGL 8%, CRH 5%, TDS 5% | https://sweetvaluelab.com/investors/loeb |
| Glenn Greenberg | Brave Warrior Advisors, LLC | 2026-06-30 | Aug 14, 2026 | 40 | $4.6B | ICLR 12%, OMF 10%, SNX 8%, ELV 8%, SLM 8% | https://sweetvaluelab.com/investors/glenn-greenberg |
| AKO Capital | AKO Capital LLP | 2026-06-30 | Aug 12, 2026 | 22 | $4.3B | ALC 15%, SUNB 11%, V 8%, RACE 8%, GE 7% | https://sweetvaluelab.com/investors/ako-capital |
| AltaRock | AltaRock Partners LP | 2026-06-30 | Aug 17, 2026 | 8 | $4.2B | AMZN 32%, TDG 28%, MSFT 21%, MA 9%, V 7% | https://sweetvaluelab.com/investors/altarock |
| Nelson Peltz | Trian Fund Management, L.P. | 2026-06-30 | Aug 12, 2026 | 8 | $4.2B | GE 36%, JHG 32%, SOLV 15%, FERG 6%, WEN 6% | https://sweetvaluelab.com/investors/nelson-peltz |
| Jensen | Jensen Investment Management Inc | 2026-06-30 | Aug 7, 2026 | 83 | $4.1B | GOOGL 7%, MSFT 7%, AMZN 6%, AAPL 6%, NVDA 6% | https://sweetvaluelab.com/investors/jensen |
| Einhorn | DME Capital Management, LP | 2026-06-30 | Aug 14, 2026 | 46 | $3.9B | GRBK 19%, FLR 6%, CNR 5%, BHF 5%, ACHC 3% | https://sweetvaluelab.com/investors/einhorn |
| Li Lu | Himalaya Capital Management LLC | 2026-06-30 | Aug 14, 2026 | 8 | $3.7B | GOOGL 25%, GOOG 23%, PDD 22%, BRK/B 15%, EWBC 10% | https://sweetvaluelab.com/investors/li-lu |
| Leon Cooperman | Cooperman Leon G | 2026-06-30 | Aug 14, 2026 | 39 | $3.5B | VRT 20%, RKT 9%, ET 7%, PLGO 6%, GPGI 5% | https://sweetvaluelab.com/investors/leon-cooperman |
| Vulcan Value | Vulcan Value Partners, LLC | 2026-06-30 | Aug 10, 2026 | 36 | $3.3B | EG 11%, MSFT 11%, RYAN 9%, MA 8%, AMZN 7% | https://sweetvaluelab.com/investors/vulcan-value |
| Harry Burn | Sound Shore Management Inc | 2026-06-30 | Aug 12, 2026 | 40 | $3.2B | TEVA 4%, LUV 4%, BAC 4%, AAL 3%, BRK/B 3% | https://sweetvaluelab.com/investors/harry-burn |
| Valley Forge | Valley Forge Capital Management, LP | 2026-06-30 | Aug 14, 2026 | 7 | $3.1B | FICO 26%, SPGI 20%, MCO 19%, MA 18%, ASML 11% | https://sweetvaluelab.com/investors/valley-forge |
| Samantha McLemore | Patient Capital Management, LLC | 2026-06-30 | Aug 13, 2026 | 40 | $3.1B | RPRX 7%, C 6%, GOOGL 6%, UNH 6%, AMZN 5% | https://sweetvaluelab.com/investors/samantha-mclemore |
| Francois Rochon | Giverny Capital Inc. | 2026-06-30 | Aug 26, 2026 | 51 | $3.0B | GOOG 7%, HEI/A 6%, META 6%, SCHW 5%, ADP 5% | https://sweetvaluelab.com/investors/francois-rochon |
| Prem Watsa | Fairfax Financial Holdings Ltd | 2026-06-30 | Aug 14, 2026 | 32 | $2.6B | ORLA 22%, EGO 16%, KHC 13%, UAA 11%, CVS 11% | https://sweetvaluelab.com/investors/prem-watsa |
| Lindsell Train | Lindsell Train Ltd | 2026-06-30 | Jul 15, 2026 | 28 | $2.6B | GOOGL 17%, TKO 16%, FICO 10%, TMO 10%, DIS 10% | https://sweetvaluelab.com/investors/lindsell-train |
| Abrams Bison | Abrams Bison Investments, LLC | 2026-06-30 | Aug 14, 2026 | 11 | $2.0B | SNX 26%, AMAT 19%, SN 11%, BFAM 8%, URBN 8% | https://sweetvaluelab.com/investors/abrams-bison |
| Mason Hawkins | Southeastern Asset Management Inc | 2026-06-30 | Aug 14, 2026 | 47 | $1.9B | RYN 11%, MAT 9%, CNX 8%, PPLI 8%, ACI 6% | https://sweetvaluelab.com/investors/mason-hawkins |
| Clifford Sosin | CAS Investment Partners, LLC | 2026-06-30 | Aug 14, 2026 | 6 | $1.9B | CVNA 79%, HGV 14%, META 4%, VAC 2%, SWIM 0% | https://sweetvaluelab.com/investors/clifford-sosin |
| Guy Spier | Aquamarine Financial (Cayman) Ltd | 2026-06-30 | Aug 12, 2026 | 17 | $1.8B | BBD 36%, YPF 31%, GGAL 10%, NU 7%, BMA 4% | https://sweetvaluelab.com/investors/guy-spier |
| Pat Dorsey | Dorsey Asset Management, LLC | 2026-06-30 | Aug 14, 2026 | 11 | $1.6B | ASML 17%, APP 14%, RPRX 9%, BKNG 8%, SPGI 8% | https://sweetvaluelab.com/investors/pat-dorsey |
| Bruce Berkowitz | Fairholme Capital Management LLC | 2026-06-30 | Aug 14, 2026 | 13 | $1.5B | JOE 76%, EPD 13%, OZK 3%, BRK/B 3%, WRB 1% | https://sweetvaluelab.com/investors/bruce-berkowitz |
| Wallace Weitz | Weitz Investment Management, Inc. | 2026-06-30 | Aug 12, 2026 | 50 | $1.4B | BRK/B 9%, GOOG 7%, DHR 6%, V 6%, MA 5% | https://sweetvaluelab.com/investors/wallace-weitz |
| Burry | Scion Asset Management, LLC | 2025-09-30 | Nov 3, 2025 | 8 | $1.4B | MOH 2%, LULU 1%, SLM 1%, BRKR 6.375 09/01/28 1% | https://sweetvaluelab.com/investors/burry |
| Tweedy Browne | Tweedy, Browne Co LLC | 2026-06-30 | Aug 7, 2026 | 91 | $1.3B | CNH 17%, IONS 14%, KOF 9%, BRK/A 8%, JNJ 4% | https://sweetvaluelab.com/investors/tweedy-browne |
| David Katz | Matrix Asset Advisors Inc | 2026-09-30 | Oct 13, 2026 | 100 | $1.2B | MSFT 7%, MAVF 5%, AAPL 4%, QCOM 4%, GOOG 4% | https://sweetvaluelab.com/investors/david-katz |
| Triple Frond | Triple Frond Partners LLC | 2026-06-30 | Aug 13, 2026 | 13 | $1.1B | ASML 21%, TDG 13%, MSFT 12%, AMZN 9%, GOOG 9% | https://sweetvaluelab.com/investors/triple-frond |
| Christopher Bloomstran | Semper Augustus Investments Group LLC | 2026-06-30 | Aug 14, 2026 | 50 | $884.6M | BRK/B 15%, ALK 11%, BRK/A 10%, DG 9%, DECK 8% | https://sweetvaluelab.com/investors/christopher-bloomstran |
| Torray | Torray Investment Partners LLC | 2026-06-30 | Jul 30, 2026 | 91 | $741.3M | AVGO 5%, RPRX 5%, CEG 4%, CNA 3%, GOOGL 6.25 05/15/29 A 3% | https://sweetvaluelab.com/investors/torray |
| William Von Mueffling | Cantillon Capital Management LLC | 2026-06-30 | Jul 29, 2026 | 27 | $665.1M | AVGO 11%, GOOGL 9%, TSM 8%, IBKR 7%, AMAT 5% | https://sweetvaluelab.com/investors/william-von-mueffling |
| Kahn Brothers | Kahn Brothers Group Inc | 2026-06-30 | Aug 17, 2026 | 48 | $632.7M | C 19%, BAYRY 14%, FLG 10%, GOOG 7%, Z 6% | https://sweetvaluelab.com/investors/kahn-brothers |
| Third Avenue | Third Avenue Management LLC | 2026-06-30 | Aug 12, 2026 | 55 | $625.3M | TDW 10%, BCC 7%, VAL 6%, RHI 6%, HOG 6% | https://sweetvaluelab.com/investors/third-avenue |
| Greg Alexander | Conifer Management, L.L.C. | 2026-06-30 | Aug 13, 2026 | 6 | $606.7M | GPI 46%, EQH 30%, AIIR 11%, MNDY 5%, RMNI 4% | https://sweetvaluelab.com/investors/greg-alexander |
| David Rolfe | Wedgewood Partners Inc | 2026-06-30 | Aug 14, 2026 | 18 | $484.4M | TSM 10%, GOOGL 9%, META 9%, AAPL 8%, MSFT 7% | https://sweetvaluelab.com/investors/david-rolfe |
| Arnold Van Den Berg | Van Den Berg Management I, Inc | 2026-06-30 | Aug 14, 2026 | 120 | $473.3M | DELL 6%, PHYS 5%, INTC 4%, LUMN 4%, XOM 4% | https://sweetvaluelab.com/investors/arnold-van-den-berg |
| Robert Olstein | Olstein Capital Management, L.P. | 2026-03-31 | Apr 21, 2026 | 99 | $458.1M | DIS 2%, ST 2%, AVTR 2%, LKQ 2%, OMC 2% | https://sweetvaluelab.com/investors/robert-olstein |
| Bill Miller | Miller Value Partners, LLC | 2026-06-30 | Aug 14, 2026 | 56 | $423.1M | NBR 9%, GTN 7%, SPUU 6%, BLMN 6%, QUAD 5% | https://sweetvaluelab.com/investors/bill-miller |
| Robert Vinall | RV Capital AG | 2026-06-30 | Aug 14, 2026 | 13 | $382.9M | CVNA 30%, META 20%, CACC 18%, IBKR 13%, HTHT 6% | https://sweetvaluelab.com/investors/robert-vinall |
| Josh Tarasoff | Greenlea Lane Capital Management, LLC | 2026-06-30 | Aug 14, 2026 | 10 | $364.2M | AMZN 18%, BN 16%, BRK/A 13%, MKL 11%, SGOV 11% | https://sweetvaluelab.com/investors/josh-tarasoff |
| Glenn Welling | Engaged Capital LLC | 2026-06-30 | Aug 14, 2026 | 10 | $327.1M | VFC 23%, YETI 18%, GXO 15%, EVH 9%, FRPT 9% | https://sweetvaluelab.com/investors/glenn-welling |
| Pabrai | Dalal Street, LLC | 2026-06-30 | Aug 13, 2026 | 4 | $326.7M | HCC 43%, RIG 31%, AMR 26%, KSPI 0% | https://sweetvaluelab.com/investors/pabrai |
| Bryan Lawrence | Oakcliff Capital Partners, LP | 2026-06-30 | Aug 13, 2026 | 9 | $268.5M | IBKR 33%, GOOG 16%, GIL 13%, TDG 12%, GWRE 7% | https://sweetvaluelab.com/investors/bryan-lawrence |
| Norbert Lou | Punch Card Management L.P. | 2026-06-30 | Aug 14, 2026 | 5 | $256.0M | BRK/A 42%, CROX 27%, PDD 12%, PYPL 11%, SGOV 7% | https://sweetvaluelab.com/investors/norbert-lou |
| Dennis Hong | ShawSpring Partners LLC | 2026-06-30 | Aug 14, 2026 | 11 | $232.1M | BABA 17%, AMZN 16%, OKTA 14%, ZS 10%, CR 8% | https://sweetvaluelab.com/investors/dennis-hong |
| Francis Chou | Chou Associates Management Inc. | 2026-06-30 | Aug 12, 2026 | 31 | $216.6M | BRK/A 30%, GOOG 12%, SYF 8%, OXY 7%, SIRI 6% | https://sweetvaluelab.com/investors/francis-chou |
| Alex Roepers | Atlantic Investment Management, Inc. | 2026-06-30 | Aug 14, 2026 | 12 | $192.0M | ASH 17%, APTV 15%, KEX 13%, XRAY 12%, PVH 10% | https://sweetvaluelab.com/investors/alex-roepers |
| Hillman Capital | Hillman Capital Management, Inc. | 2026-06-30 | Aug 14, 2026 | 54 | $138.2M | CVS 4%, BIIB 4%, DD 4%, WBD 4%, BAX 4% | https://sweetvaluelab.com/investors/hillman-capital |
| Tom Bancroft | Makaira Partners LLC | 2025-12-31 | Feb 11, 2026 | 11 | $127.9M | CHTR 27%, DPZ 12%, LAMR 12%, BBWI 12%, CDW 11% | https://sweetvaluelab.com/investors/tom-bancroft |

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Source: https://sweetvaluelab.com/investors (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.