Latest 13D, 13G and Form 4 filings by superinvestors
What the tracked managers did between their 13Fs, one line per position: every 13D, 13G and Form 4 they filed on the same company over 90 days, added up and sized at the latest close. A 13F comes once a quarter, 45 days late; these arrive within days of the trade. How to read a 13F.
By position
| Investor | Company · what changed | Stake | Move | Price | Last |
|---|---|---|---|---|---|
| Richard Pzena1 filing · 13G | UHS New stakeUniversal Health Services | 5.1%new | +$490M$490M stake | 0% since Oct 1958% undervalued vs model | Oct 19 |
| Richard Pzena2 filings · 2 13G | LKQ New stakeLKQ | 9.0%new | +$406M$406M stake | −28% since Aug 6 | Oct 19 |
| Richard Pzena1 filing · 13G | SWKS CutSkyworks Solutions | 9.3%from 11.7% | −$299M$1.2B stake | +2% since Oct 1914% overvalued vs model | Oct 19 |
| Richard Pzena1 filing · 13G | SSNC RaisedSS&C Technologies Holdings | 5.6%from 4.7% | +$132M$1.1B stake | −1% since Oct 19 | Oct 19 |
| Loeb1 filing · 13D | SRTA Turned activistStrata Critical Medical | 5.8%from 5.8% | +$583K$24M stake | +6% since Oct 15 | Oct 15 |
| Buffett6 filings · 2 13G · 4 Form 4 | LEN New stakeLennar | 12.5%new | +$2.2B$2.2B stake | −3% since Aug 1462% undervalued vs model | Oct 7 |
| Viking Global1 filing · 13G | MAA New stakeMid-America Apartment Communities | 5.1%new | +$704M$704M stake | +3% since Oct 511% undervalued vs model | Oct 5 |
| Glenn Greenberg1 filing · 13G | AN New stakeAutonation | 5.8%new | +$301M$301M stake | −4% since Oct 2 | Oct 2 |
| Greg Alexander11 filings · 13G · 4 13D · 6 Form 4 | GPI Turned activistGroup 1 Automotive | 15.4%from 6.4% | +$256M$434M stake | −10% since Aug 13 | Sep 30 |
| Icahn1 filing · 13D | IEP RaisedIcahn Enterprises | 87.7%from 87.3% | +$241M$3.9B stake | −14% since Sep 25 | Sep 25 |
| Henry Ellenbogen3 filings · 2 Form 4 · 13G | GSHD RaisedGoosehead Insurance | 10.8%from 5.7% | +$54M$124M stake | −29% since Aug 4 | Sep 24 |
| Druckenmiller2 filings · 2 13G | GMTL New stakeGuardian Metal Resources | 12.7%new | +$125M$125M stake | −52% since Sep 14 | Sep 14 |
| Thomas Gayner1 filing · 13D | HGTY UnchangedHagerty | 42.0%from 44.8% | $0$1.2B stake | +13% since Sep 14 | Sep 14 |
| Prem Watsa1 filing · 13G | EQX New stakeEquinox Gold | 6.4%new | +$758M$758M stake | −29% since Aug 25 | Aug 25 |
| Icahn1 filing · 13D | JBLU Fell below 5%Jetblue Airways | 3.3%from 5.5% | −$21M$32M stake | −47% since Aug 20 | Aug 20 |
| Buffett1 filing · 13G | DAL RaisedDelta Air Lines | 8.7%from 6.1% | +$1.4B$4.5B stake | −11% since Aug 141% undervalued vs model | Aug 14 |
| Henry Ellenbogen1 filing · 13G | RBC CutRBC Bearings | 5.4%from 7.2% | −$268M$807M stake | −16% since Aug 14 | Aug 14 |
| John Rogers1 filing · 13G | MAT New stakeMattel | 5.3%new | +$256M$256M stake | +10% since Aug 14 | Aug 14 |
| Clifford Sosin1 filing · 13D | HGV New stakeHilton Grand Vacations | 6.5%new | +$182M$182M stake | −22% since Aug 14 | Aug 14 |
| Dodge & Cox1 filing · 13G | ROP New stakeRoper Technologies | 7.0%new | +$3.1B$3.1B stake | +11% since Aug 1319% overvalued vs model | Aug 13 |
| Dodge & Cox1 filing · 13G | CVS Fell below 5%CVS Health | 3.9%from 5.0% | −$1.3B$4.6B stake | −3% since Aug 135% overvalued vs model | Aug 13 |
| Dodge & Cox1 filing · 13G | LYB Sold outLyondellBasell | 0.0%from 5.2% | −$1.1B$0 stake | +8% since Aug 13100% overvalued vs model | Aug 13 |
| Dodge & Cox1 filing · 13G | WTW RaisedWillis Towers Watson | 8.5%from 7.2% | +$357M$2.6B stake | −3% since Aug 1334% undervalued vs model | Aug 13 |
| Dodge & Cox1 filing · 13G | ZBH RaisedZimmer Biomet | 12.5%from 11.2% | +$198M$2.4B stake | −2% since Aug 1317% undervalued vs model | Aug 13 |
| Dodge & Cox1 filing · 13G | VFC CutV F | 5.7%from 8.4% | −$180M$380M stake | +15% since Aug 13 | Aug 13 |
Questions
What is a 13D or 13G filing?
A report to the SEC that an investor owns more than 5% of a company's shares. A 13D says the investor may try to influence the company; a 13G says it holds the stake passively. A new one is due within days of crossing 5%, and an amendment when the stake moves.
Why follow these and not only the 13F?
A 13F lists a manager's holdings once a quarter, up to 45 days after the quarter ends. A 13D, a 13G or a Form 4 arrives within days of the trade, so it is the first public sign of a new stake between two 13Fs.
What does "turned activist" mean?
The manager filed a 13D on a company where its earlier filing was a 13G. The stake may be the same size; what changed is that the manager now says it may seek to influence the company.
Which Form 4 filings are listed?
Those a tracked manager files as an owner of 10% or more of a company, and only for shares bought or sold in the open market. Gifts, awards, conversions and filings on the manager's own shares are left out.
What is the price since filed?
The latest close against the close on the filing day, for the stocks this site covers. It describes what the price did after the filing became public, not what the manager paid or whether it made money.
Filings by the tracked managers' own SEC filer accounts, from EDGAR, checked three times a day. A filing describes a holding on one day; the manager may have traded since.