---
title: Investors and 13F
canonical: https://sweetvaluelab.com/manual/investor-pages
updated: 2026-11-01
---

# Investors and 13F

The portfolios of well-known managers as their 13F filings show them: what they hold, what they changed each quarter, and what they hold in common.

| At a glance | |
|---|---|
| Address | /investors, /investors/<manager> |
| Source | Each manager's own 13F-HR, read from SEC EDGAR |
| Checked | Three times a day |
| Words | bought, added, reduced, sold — what a filing shows was done |

## The front page

[/investors](https://sweetvaluelab.com/investors) has the filings on the left and the figures on the right:

- **Latest 13F filings**: every manager the site follows, newest filing first, each with its three largest moves against the quarter before and the size of the book. A filing for an older quarter than most of the others is dated in amber.
- **Every manager**: the whole roster in one sortable table, with each one's five largest positions.
- **Today**: how each manager's last reported positions have moved at the latest close since the quarter ended — an estimate of the disclosed positions, never a return — plus recent insider purchases in stocks a manager holds, and the day's movers among stocks several managers own.
- **The quarter**: the new positions and the positions sold out across the roster.

## A manager's page

A manager's page is their latest 13F, largest position first: one bar for the ten largest positions and the rest, then every position, filterable by what changed. Each row shows the value and share count, the quarter-end price and the move since, the 52-week range, and the stock's Valuation and Quant grades. "Holdings by Valuation grade" splits the graded part of the book by grade, weighted by position, and says how much of the book it covers.

Two tabs sit beside it:

- **Activity**: every quarter's moves — shares changed, the dollars at that quarter's prices, the weight before and after.
- **History**: the book's shape since 2013 — its value, the number of positions, how concentrated the top ten are and how much it turns over — and the holdings as of any quarter filed.

Each position also has a page of its own, one manager and one stock, with every quarter's move marked on the price.

## The research pages

| Page | What it shows |
|---|---|
| [Consensus](https://sweetvaluelab.com/investors/consensus) | The stocks the managers hold in common: most owned, largest average weight, most bought and most sold |
| [Big bets](https://sweetvaluelab.com/investors/big-bets) | Every position worth 5% or more of one manager's 13F |
| [13F quarters](https://sweetvaluelab.com/investors/13f) | One page per quarter since 2013: new buys, positions sold out, net bought and net sold across the roster, and who has not filed yet |
| [Latest filings](https://sweetvaluelab.com/investors/latest-filings) | What the managers filed between 13Fs: 13D and 13G stakes, Form 4 trades and proxy votes |

The consensus and big bets read the newest quarter that at least half the managers have filed, so the first few early filings of a new quarter never make a "consensus" of three.

## Reading a 13F fairly

A 13F shows long positions in US-listed stocks at the end of a quarter, filed up to 45 days later. It shows no shorts, no bonds and no trades within the quarter. A manager who has not filed a quarter is listed as not filed — never as having sold everything — and share counts are restated for splits before two quarters are compared. Different share classes of one company count once.

The pages say what a filing shows a manager did, in the past tense: **bought**, **added**, **reduced** or **sold**. They are a record, not advice to follow.

## Related

- [Ownership and insiders](https://sweetvaluelab.com/manual/ownership-and-insiders)
- [Investors](https://sweetvaluelab.com/investors)
- [Blog: How to read a 13F (Sep 23)](https://sweetvaluelab.com/blog/how-to-read-a-13f)

## Changes to this page

- 2026-11-01: First version.