Superinvestor Portfolio Updates RSS Feed

Currently tracking portfolios of 79 Superinvestors.

Latest significant* insider buys of Superinvestor holdings

Date Filed Stock Total Value $ Price $
04 Apr CRM - Salesforce Inc 998,773 257.28
04 Apr EWTX - Edgewise Therapeutics Inc 7,499,995 20.13
04 Apr EWTX - Edgewise Therapeutics Inc 2,500,005 20.13
04 Apr VSCO - Victoria's Secret & Co. 3,431,620 16.15
03 Apr DLTR - DOLLAR TREE Inc 468,247 68.87
03 Apr DLTR - DOLLAR TREE Inc 52,575 75.00
03 Apr TTSH - TILE SHOP HOLDINGS Inc 98,044 6.54
03 Apr TTSH - TILE SHOP HOLDINGS Inc 60,837 6.42
03 Apr APA - APA Corp 1,368,615 18.25
03 Apr PBF - PBF Energy Inc 428,545 19.48
03 Apr PBF - PBF Energy Inc 547,746 18.26
03 Apr NUVB - Nuvation Bio Inc 165,153 1.67
02 Apr JELD - JELD-WEN Holding Inc 353,497 5.91
02 Apr JELD - JELD-WEN Holding Inc 237,972 5.97
02 Apr FLWS - 1 800 FLOWERS COM INC 118,994 5.95
02 Apr FLWS - 1 800 FLOWERS COM INC 74,232 5.94
02 Apr SPG - SIMON PROPERTY GROUP INC 57,021 164.80
02 Apr SPG - SIMON PROPERTY GROUP INC 79,434 164.80
02 Apr SPG - SIMON PROPERTY GROUP INC 65,096 164.80
02 Apr SPG - SIMON PROPERTY GROUP INC 59,493 164.80
01 Apr UAN - CVR PARTNERS LP 210,833 74.79
01 Apr UAN - CVR PARTNERS LP 197,894 74.96
01 Apr VSCO - Victoria's Secret & Co. 10,793,955 18.48
01 Apr PBF - PBF Energy Inc 381,720 19.09
01 Apr FUL - FULLER H B CO 198,310 56.66
01 Apr REPX - Riley Exploration Permian Inc 351,840 29.32
31 Mar TTSH - TILE SHOP HOLDINGS Inc 85,587 6.48
31 Mar SAIC - Science Applications International Corp 156,878 111.74
31 Mar SAIC - Science Applications International Corp 66,454 111.50
31 Mar SAIC - Science Applications International Corp 50,447 112.10
31 Mar NTAP - NetApp Inc 118,405 89.43
31 Mar NTAP - NetApp Inc 126,392 90.28
31 Mar NTAP - NetApp Inc 254,800 91.00
31 Mar CMC - COMMERCIAL METALS Co 294,630 48.30
31 Mar PBPB - POTBELLY CORP 207,502 9.36
31 Mar FG - F&G Annuities & Life Inc 252,000 36.00
28 Mar FG - F&G Annuities & Life Inc 151,200,000 33.60
28 Mar VSCO - Victoria's Secret & Co. 2,419,794 19.46
28 Mar VSCO - Victoria's Secret & Co. 1,658,054 19.47
27 Mar FG - F&G Annuities & Life Inc 359,618 35.96
27 Mar CME - CME GROUP Inc 68,954 262.62
27 Mar SAIC - Science Applications International Corp 55,290 110.58
27 Mar UAN - CVR PARTNERS LP 79,350 75.00
27 Mar PBF - PBF Energy Inc 2,543,385 19.56
27 Mar PBF - PBF Energy Inc 675,832 19.31
27 Mar SAIC - Science Applications International Corp 219,098 109.55
27 Mar AHH - Armada Hoffler Properties Inc 386,300 7.73
26 Mar TTSH - TILE SHOP HOLDINGS Inc 52,552 6.65
26 Mar FG - F&G Annuities & Life Inc 105,720 35.24
25 Mar JELD - JELD-WEN Holding Inc 333,151 5.97
25 Mar FLWS - 1 800 FLOWERS COM INC 189,037 5.91
25 Mar FLWS - 1 800 FLOWERS COM INC 89,187 5.95
25 Mar FLWS - 1 800 FLOWERS COM INC 147,932 5.92
25 Mar FLWS - 1 800 FLOWERS COM INC 90,683 5.67
25 Mar FLWS - 1 800 FLOWERS COM INC 155,588 5.76
25 Mar SAIC - Science Applications International Corp 64,984 108.85
25 Mar FG - F&G Annuities & Life Inc 356,450 35.65
25 Mar TITN - Titan Machinery Inc 50,580 16.86
25 Mar TITN - Titan Machinery Inc 379,079 16.83
25 Mar WYNN - WYNN RESORTS LTD 974,548 84.93
25 Mar WYNN - WYNN RESORTS LTD 406,954 80.99
24 Mar ADSK - Autodesk Inc 534,194 267.10
24 Mar ULTA - Ulta Beauty Inc 499,528 346.89
24 Mar FG - F&G Annuities & Life Inc 350,274 35.03
24 Mar AHH - Armada Hoffler Properties Inc 77,000 7.70
21 Mar ORCL - ORACLE CORP 60,515 67.09
21 Mar ORCL - ORACLE CORP 50,630 64.91
21 Mar TTSH - TILE SHOP HOLDINGS Inc 71,799 6.53
21 Mar TTSH - TILE SHOP HOLDINGS Inc 113,465 6.48
21 Mar ADBE - ADOBE Inc 121,317 391.35
21 Mar ADBE - ADOBE Inc 386,441 390.34
20 Mar FLWS - 1 800 FLOWERS COM INC 458,517 5.66
20 Mar FLWS - 1 800 FLOWERS COM INC 421,584 5.58
20 Mar FLWS - 1 800 FLOWERS COM INC 83,256 5.55
20 Mar FLWS - 1 800 FLOWERS COM INC 113,158 5.66
20 Mar FLWS - 1 800 FLOWERS COM INC 54,707 5.47
20 Mar GCO - GENESCO INC 251,524 22.92
20 Mar CMCO - COLUMBUS MCKINNON CORP 50,714 17.99
19 Mar KW - Kennedy-Wilson Holdings Inc 350,960 8.56
19 Mar CNA - CNA FINANCIAL CORP 150,873 47.63
19 Mar AHH - Armada Hoffler Properties Inc 76,460 7.65
19 Mar AHH - Armada Hoffler Properties Inc 229,170 7.64
19 Mar TROX - Tronox Holdings plc 215,130 7.17
18 Mar CLVT - CLARIVATE PLC 989,024 4.17
18 Mar HD - HOME DEPOT Inc 499,884 346.66
18 Mar LVS - LAS VEGAS SANDS CORP 1,000,730 43.51
18 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 77,180 3.86
17 Mar RDDT - Reddit Inc 98,335 126.07
17 Mar PHIN - PHINIA Inc 262,260 42.78
17 Mar CVI - CVR ENERGY INC 1,594,506 18.14
17 Mar FLWS - 1 800 FLOWERS COM INC 206,038 5.89
17 Mar FLWS - 1 800 FLOWERS COM INC 60,300 6.03
17 Mar MAC - MACERICH CO 114,800 16.40
17 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 73,120 3.66
17 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 73,592 3.68
17 Mar XPO - XPO Inc 199,580 106.16
14 Mar RDDT - Reddit Inc 50,198 129.71
14 Mar RDDT - Reddit Inc 50,697 131.00
14 Mar KNX - Knight-Swift Transportation Holdings Inc 226,830 45.37
14 Mar VSCO - Victoria's Secret & Co. 837,877 16.99
14 Mar VSCO - Victoria's Secret & Co. 1,348,064 16.78
14 Mar VST - Vistra Corp 190,125 126.75
14 Mar TTSH - TILE SHOP HOLDINGS Inc 116,672 5.98
14 Mar TTSH - TILE SHOP HOLDINGS Inc 84,812 6.28
14 Mar LUV - SOUTHWEST AIRLINES CO 150,150 30.03
14 Mar LUV - SOUTHWEST AIRLINES CO 99,935 30.58
14 Mar LUV - SOUTHWEST AIRLINES CO 99,955 30.68
14 Mar BATRA - Atlanta Braves Holdings Inc 115,892 41.99
14 Mar CASY - CASEYS GENERAL STORES INC 99,978 390.54
14 Mar MTH - Meritage Homes CORP 346,400 69.28
14 Mar PTLO - Portillo's Inc 929,450 12.82
14 Mar ONEW - OneWater Marine Inc 74,666 16.13
14 Mar ONEW - OneWater Marine Inc 86,634 16.13
14 Mar CLVT - CLARIVATE PLC 200,492 4.03
14 Mar BBCP - Concrete Pumping Holdings Inc 256,941 5.19
14 Mar FSBC - FIVE STAR BANCORP 75,340 28.43
14 Mar TDW - TIDEWATER INC 1,002,718 40.11
14 Mar AAON - AAON Inc 80,860 80.86
13 Mar ARES - Ares Management Corp 1,413,300 141.33
13 Mar BBY - BEST BUY CO INC 984,420 72.92
13 Mar UAN - CVR PARTNERS LP 245,643 74.80
13 Mar UAN - CVR PARTNERS LP 307,485 74.56
13 Mar UAN - CVR PARTNERS LP 293,582 74.57
13 Mar WSC - WillScot Holdings Corp 145,713 29.14
13 Mar SNBR - Sleep Number Corp 90,480 7.54
13 Mar TNL - Travel & Leisure Co. 93,314 46.66
13 Mar CRGY - Crescent Energy Co 211,400 10.57
13 Mar CRGY - Crescent Energy Co 64,260 10.71
13 Mar CE - Celanese Corp 53,290 53.29
13 Mar PTEN - PATTERSON UTI ENERGY INC 197,000 7.88
13 Mar LYB - LyondellBasell Industries N.V. 270,196 72.05
13 Mar CLAR - Clarus Corp 89,877 4.09
13 Mar ABCB - Ameris Bancorp 56,953 56.95
13 Mar ARW - ARROW ELECTRONICS Inc 197,828 104.12
13 Mar NE - Noble Corp plc 115,000 23.00
12 Mar CRMT - AMERICAS CARMART INC 1,061,643 44.00
12 Mar CRMT - AMERICAS CARMART INC 3,284,625 43.80
12 Mar CRMT - AMERICAS CARMART INC 488,359 42.47
12 Mar VSCO - Victoria's Secret & Co. 7,932,000 16.52
12 Mar VSCO - Victoria's Secret & Co. 9,389,337 17.32
12 Mar CVI - CVR ENERGY INC 2,500,743 18.01
12 Mar CVI - CVR ENERGY INC 1,620,265 18.11
12 Mar CVI - CVR ENERGY INC 1,214,235 18.15
12 Mar BLND - Blend Labs Inc 3,281,285 3.09
12 Mar FLWS - 1 800 FLOWERS COM INC 157,098 6.28
12 Mar FLWS - 1 800 FLOWERS COM INC 65,700 6.57
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 353,998 1499.99
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 104,655 1495.07
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 86,069 1509.99
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 52,150 1490.00

* Real time Open market common equity purchases of minimum $50,000 by company insiders, applicable to current Superinvestor holdings

"It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent."
-- Charlie Munger

Superinvestor Portfolio Stats

Top 10 most owned stocks

MSFT - Microsoft Corp.
GOOGL - Alphabet Inc.
AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
V - Visa Inc.
META - Meta Platforms Inc.
BRK.B - Berkshire Hathaway CL B
UNH - United Health Group Inc.
MA - Mastercard Inc.
AAPL - Apple Inc.

Top 10 stocks by %

MSFT - Microsoft Corp.
BRK.A - Berkshire Hathaway CL A
AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
META - Meta Platforms Inc.
GOOGL - Alphabet Inc.
BRK.B - Berkshire Hathaway CL B
V - Visa Inc.
CVNA - Carvana Co.
MA - Mastercard Inc.
Top "big bets" i
Owned by at least 2 Superinvestors
Max % of portfolioOwnership count
CVNA - Carvana Co. 75.53% 3
BRK.A - Berkshire Hathaway CL A 75.42% 14
AMR - Alpha Metallurgical Resources Inc. 38.47% 2
HCC - Warrior Met Coal Inc. 36.48% 2
FICO - Fair Isaac Corp. 34.39% 4
EQH - Equitable Holdings Inc. 30.40% 4
BAC - Bank of America Corp. 29.31% 14
MSFT - Microsoft Corp. 28.55% 33
AAPL - Apple Inc. 28.12% 16
GRBK - Green Brick Partners 27.51% 2
Top 10 buys last qtr  ( Q1 2025 ) i
Based on 1 out of 79 SuperInvestor filings so far
MRP - Millrose Properties
LEN - Lennar Corp.
NOV - Nov Inc.
TOL - Toll Brothers
GM - General Motors
DHI - D.R. Horton
AVT - Avnet Inc.
ARW - Arrow Electronics
STLA - Stellantis N.V.
RHI - Robert Half International

Top 10 buys last qtr by %

MRP - Millrose Properties
LEN - Lennar Corp.
NOV - Nov Inc.
TOL - Toll Brothers
GM - General Motors
DHI - D.R. Horton
AVT - Avnet Inc.
ARW - Arrow Electronics
STLA - Stellantis N.V.
RHI - Robert Half International

Top 10 buys last 2 qtrs

MSFT - Microsoft Corp.
FERG - Ferguson Enterprises Inc.
EFX - Equifax Inc.
BRK.B - Berkshire Hathaway CL B
PDD - Pinduoduo Inc.
CVS - CVS Health Corp.
CSGP - CoStar Group Inc.
FLUT - Flutter Entertainment Plc
TSM - Taiwan Semiconductor S.A.
UNH - United Health Group Inc.

Top 10 buys last 2 qtrs by %

HCC - Warrior Met Coal Inc.
PDD - Pinduoduo Inc.
CVS - CVS Health Corp.
CSGP - CoStar Group Inc.
OSK - Oshkosh Corp.
KHC - Kraft Heinz Co.
EL - Estee Lauder Cos.
COF - Capital One Financial
DAR - Darling Ingredients Inc.
LLY - Eli Lilly & Co.
5% or greater holdings near 52 week low
% above 52 week low
MSFT - Microsoft Corp. 0.10
GOOG - Alphabet Inc. CL C 0.14
GOOGL - Alphabet Inc. 0.15
TMO - Thermo Fisher Scientific 0.16
IQV - IQVIA Holdings Inc. 0.25
DHR - Danaher Corp. 0.31
OGN - Organon & Co. 0.38
GPN - Global Payments Inc. 0.45
DIS - Walt Disney Co. 0.54
WEN - Wendy's Co. 0.61
CLVT - Clarivate Plc 0.89
STR - Sitio Royalties Corp A 0.99
CMG - Chipotle Mexican Grill Inc. 1.09
MU - Micron Technology Inc. 1.35
MRK - Merck & Co. 1.39
SNX - SYNNEX Corp. 1.43
AMG - Affiliated Managers Group 1.49
INTU - Intuit Inc. 1.50
IEP - Icahn Enterprises 1.85
KW - Kennedy-Wilson Holdings Inc. 1.86

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
TKO - TKO Group Holdings Inc 85 304,416,572
TTSH - TILE SHOP HOLDINGS Inc 75 10,832,360
FLWS - 1 800 FLOWERS COM INC 61 30,324,767
JELD - JELD-WEN Holding Inc 51 6,780,073
TPIC - TPI COMPOSITES INC 27 13,229,411
TPL - Texas Pacific Land Corp 27 35,960
MTDR - Matador Resources Co 25 1,582,344
PBF - PBF Energy Inc 21 40,912,545
FCNCA - FIRST CITIZENS BANCSHARES INC 14 856,468
UAN - CVR PARTNERS LP 13 2,455,553
RBLX - Roblox Corp 12 1,266
HCA - HCA Healthcare Inc 12 85,551
CVI - CVR ENERGY INC 12 33,363,057
TRS - TRIMAS CORP 11 22,265,518
KRO - KRONOS WORLDWIDE INC 11 111,511
SPG - SIMON PROPERTY GROUP INC 11 415,627
SAIC - Science Applications International Corp 10 713,901
CMCO - COLUMBUS MCKINNON CORP 10 1,024,811
EL - ESTEE LAUDER COMPANIES INC 10 8,727,759
EVH - Evolent Health Inc 10 1,246,291
AMRC - Ameresco Inc 9 1,342,852
BATRA - Atlanta Braves Holdings Inc 9 3,615,069
AHH - Armada Hoffler Properties Inc 8 782,747
BZH - BEAZER HOMES USA INC 8 1,349,714
VSCO - Victoria's Secret & Co. 8 37,810,701
TALK - Talkspace Inc 7 326,533
LUCK - Lucky Strike Entertainment Corp 7 65,161
QRHC - Quest Resource Holding Corp 6 120,090
FG - F&G Annuities & Life Inc 6 152,624,062
NCMI - National CineMedia Inc 6 2,480,626
CE - Celanese Corp 5 697,469
RLI - RLI CORP 5 949,974
CW - CURTISS WRIGHT CORP 5 49,267
SM - SM Energy Co 5 418,775
GO - Grocery Outlet Holding Corp 5 2,651,090