---
title: 13F filings, Q3 2026
canonical: https://sweetvaluelab.com/investors/13f/2026-q3
quarter: 2026-09-30
deadline: 2026-11-16
filed: 2026-10-13
---
# 13F filings, Q3 2026

Holdings as of Sep 30, 2026, due by Nov 16, 2026. 1 of 85 tracked investors have filed; changes are computed for the 1 with holdings in both Q3 2026 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| UBER | 1 | $11.2M |
| XOM | 1 | $573,072 |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| LMT | 1 | $17.0M |
| NKE | 1 | $9.2M |
| INTU | 1 | $2.8M |
| XOM | 1 | $512,595 |
| CL | 1 | $218,473 |
| AON | 1 | $214,935 |
| IBM | 1 | $212,450 |
| TSLA | 1 | $207,978 |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| MCD | 1 / 0 | +$11.7M |
| UBER | 1 / 0 | +$11.2M |
| TSN | 1 / 0 | +$4.4M |
| PEP | 1 / 0 | +$3.7M |
| QCOM | 1 / 0 | +$3.1M |
| AEP | 1 / 0 | +$3.0M |
| TEL | 1 / 0 | +$2.9M |
| NEE | 1 / 0 | +$1.8M |
| STZ | 1 / 0 | +$1.8M |
| ACN | 1 / 0 | +$1.8M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| LMT | 0 / 1 | −$17.0M |
| TGT | 0 / 1 | −$11.1M |
| NKE | 0 / 1 | −$9.2M |
| AMGN | 0 / 1 | −$8.0M |
| PNC | 0 / 1 | −$3.4M |
| MTB | 0 / 1 | −$3.3M |
| INTU | 0 / 1 | −$2.8M |
| TMO | 0 / 1 | −$2.5M |
| BNY | 0 / 1 | −$2.3M |
| USB | 0 / 1 | −$2.0M |

## Selected investors

| Investor | Largest moves |
| --- | --- |

Not filed for Q3 2026: Buffett (last: 2026-06-30), Burry (last: 2025-09-30), Druckenmiller (last: 2026-06-30), Soros (last: 2026-06-30), Bridgewater (last: 2026-06-30), Ackman (last: 2026-06-30), Klarman (last: 2026-06-30), Tepper (last: 2026-06-30), Loeb (last: 2026-06-30), Icahn (last: 2026-06-30), Li Lu (last: 2026-06-30), Akre (last: 2026-06-30), Einhorn (last: 2026-06-30), Gates (last: 2026-06-30), Terry Smith (last: 2026-06-30), Pabrai (last: 2026-06-30), Howard Marks (last: 2026-06-30), Duan Yongping (last: 2026-06-30), Abrams Bison (last: 2026-06-30), Nelson Peltz (last: 2026-06-30), Lee Ainslie (last: 2026-06-30), Viking Global (last: 2026-06-30), ValueAct (last: 2026-06-30), Bruce Berkowitz (last: 2026-06-30), Bill Nygren (last: 2026-06-30), Norbert Lou (last: 2026-06-30), Henry Ellenbogen (last: 2026-06-30), Christopher Bloomstran (last: 2026-06-30), Mason Hawkins (last: 2026-06-30), Glenn Greenberg (last: 2026-06-30), Stephen Mandel (last: 2026-06-30), Alex Roepers (last: 2026-06-30), Valley Forge (last: 2026-06-30), David Rolfe (last: 2026-06-30), Chase Coleman (last: 2026-06-30), Glenn Welling (last: 2026-06-30), Clifford Sosin (last: 2026-06-30), AltaRock (last: 2026-06-30), Francois Rochon (last: 2026-06-30), Leon Cooperman (last: 2026-06-30), Arnold Van Den Berg (last: 2026-06-30), Bryan Lawrence (last: 2026-06-30), Bill Miller (last: 2026-06-30), Pat Dorsey (last: 2026-06-30), Chris Hohn (last: 2026-06-30), AKO Capital (last: 2026-06-30), Prem Watsa (last: 2026-06-30), Hillman Capital (last: 2026-06-30), Triple Frond (last: 2026-06-30), Tom Bancroft (last: 2025-12-31), Ruane Cunniff (last: 2026-06-30), Greg Alexander (last: 2026-06-30), John Rogers (last: 2026-06-30), David Abrams (last: 2026-06-30), First Eagle (last: 2026-06-30), Dennis Hong (last: 2026-06-30), Sarah Ketterer (last: 2026-06-30), Wallace Weitz (last: 2026-06-30), Dodge & Cox (last: 2026-06-30), Francis Chou (last: 2026-06-30), Samantha McLemore (last: 2026-06-30), Polen Capital (last: 2026-06-30), First Pacific Advisors (last: 2026-06-30), Mairs & Power (last: 2026-06-30), Third Avenue (last: 2026-06-30), John Armitage (last: 2026-06-30), Thomas Russo (last: 2026-06-30), Vulcan Value (last: 2026-06-30), Robert Vinall (last: 2026-06-30), Josh Tarasoff (last: 2026-06-30), Kahn Brothers (last: 2026-06-30), Harry Burn (last: 2026-06-30), William Von Mueffling (last: 2026-06-30), Christopher Davis (last: 2026-06-30), Tweedy Browne (last: 2026-06-30), Jensen (last: 2026-06-30), Thomas Gayner (last: 2026-06-30), Torray (last: 2026-06-30), Yacktman (last: 2026-06-30), Lindsell Train (last: 2026-06-30), Richard Pzena (last: 2026-06-30), Robert Olstein (last: 2026-03-31), Guy Spier (last: 2026-06-30), Greenhaven (last: 2026-06-30).

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Source: https://sweetvaluelab.com/investors/13f/2026-q3 (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs; share changes priced at each quarter's reported value. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.