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Superinvestor Portfolio Updates RSS Feed

  • Howard Marks - Oaktree Capital Management Updated 19 May 2026
  • Duan Yongping - H&H International Investment Updated 19 May 2026
  • Nelson Peltz - Trian Fund Management Updated 15 May 2026
  • Lee Ainslie - Maverick Capital Updated 15 May 2026
  • Viking Global Investors Updated 15 May 2026
  • ValueAct Capital Updated 15 May 2026
  • Li Lu - Himalaya Capital Management Updated 15 May 2026
  • David Einhorn - Greenlight Capital Updated 15 May 2026
  • Carl Icahn - Icahn Capital Management Updated 15 May 2026
  • Bruce Berkowitz - Fairholme Capital Updated 15 May 2026
  • Bill Nygren - Oakmark Funds Updated 15 May 2026
  • Bill & Melinda Gates Foundation Trust Updated 15 May 2026
  • Bill Ackman - Pershing Square Capital Management Updated 15 May 2026
  • Norbert Lou - Punch Card Management Updated 15 May 2026
  • Henry Ellenbogen - Durable Capital Partners Updated 15 May 2026
  • Christopher Bloomstran - Semper Augustus Updated 15 May 2026
  • Mason Hawkins - Southeastern Asset Management Updated 15 May 2026
  • Glenn Greenberg - Brave Warrior Advisors Updated 15 May 2026
  • Daniel Loeb - Third Point Updated 15 May 2026
  • Warren Buffett - Berkshire Hathaway Updated 15 May 2026
  • Stephen Mandel - Lone Pine Capital Updated 15 May 2026
  • Alex Roepers - Atlantic Investment Management Updated 15 May 2026
  • Valley Forge Capital Management Updated 15 May 2026
  • David Rolfe - Wedgewood Partners Updated 15 May 2026
  • David Tepper - Appaloosa Management Updated 15 May 2026
  • Chase Coleman - Tiger Global Management Updated 15 May 2026
  • Glenn Welling - Engaged Capital Updated 15 May 2026
  • Clifford Sosin - CAS Investment Partners Updated 15 May 2026
  • AltaRock Partners Updated 15 May 2026
  • Francois Rochon - Giverny Capital Updated 15 May 2026
  • Leon Cooperman Updated 15 May 2026
  • Bryan Lawrence - Oakcliff Capital Updated 15 May 2026
  • Bill Miller - Miller Value Partners Updated 15 May 2026
  • Pat Dorsey - Dorsey Asset Management Updated 15 May 2026
  • Chris Hohn - TCI Fund Management Updated 15 May 2026
  • AKO Capital Updated 15 May 2026
  • Terry Smith - Fundsmith Updated 15 May 2026
  • Prem Watsa - Fairfax Financial Holdings Updated 15 May 2026
  • Hillman Capital Management Updated 15 May 2026
  • Triple Frond Partners Updated 15 May 2026
  • Tom Bancroft - Makaira Partners Updated 15 May 2026
  • Ruane Cunniff LP Updated 15 May 2026
  • Greg Alexander - Conifer Management Updated 15 May 2026
  • John Rogers - Ariel Investments Updated 14 May 2026
  • David Abrams - Abrams Capital Management Updated 14 May 2026
  • Chuck Akre - Akre Capital Management Updated 14 May 2026
  • First Eagle Investment Management Updated 14 May 2026
  • Seth Klarman - Baupost Group Updated 14 May 2026
  • Dennis Hong - ShawSpring Partners Updated 14 May 2026
  • Sarah Ketterer - Causeway Capital Management Updated 14 May 2026
  • Wallace Weitz - Weitz Investment Management Updated 14 May 2026
  • Dodge & Cox Funds Updated 14 May 2026
  • Francis Chou - Chou Associates Updated 14 May 2026
  • Samantha McLemore - Patient Capital Management Updated 14 May 2026
  • Polen Capital Management Updated 14 May 2026
  • Mohnish Pabrai - Pabrai Investments Updated 14 May 2026
  • First Pacific Advisors Updated 14 May 2026
  • Mairs & Power Funds Updated 14 May 2026
  • Third Avenue Management Updated 13 May 2026
  • John Armitage - Egerton Capital Updated 13 May 2026
  • Thomas Russo - Gardner Russo & Quinn Updated 13 May 2026
  • Vulcan Value Partners Updated 11 May 2026
  • Robert Vinall - RV Capital GmbH Updated 11 May 2026
  • Josh Tarasoff - Greenlea Lane Capital Updated 11 May 2026
  • Kahn Brothers Group Updated 08 May 2026
  • Harry Burn - Sound Shore Updated 07 May 2026
  • William Von Mueffling - Cantillon Capital Management Updated 07 May 2026
  • Christopher Davis - Davis Advisors Updated 07 May 2026
  • Tweedy Browne Updated 06 May 2026
  • Jensen Investment Management Updated 05 May 2026
  • Thomas Gayner - Markel Group Updated 01 May 2026
  • Torray Funds Updated 01 May 2026
  • Yacktman Asset Management Updated 01 May 2026
  • Lindsell Train Updated 24 Apr 2026
  • Richard Pzena - Pzena Investment Management Updated 24 Apr 2026
  • David Katz - Matrix Asset Advisors Updated 22 Apr 2026
  • Robert Olstein - Olstein Capital Management Updated 21 Apr 2026
  • Guy Spier - Aquamarine Capital Updated 17 Apr 2026
  • Greenhaven Associates Updated 06 Apr 2026
  • Michael Burry - Scion Asset Management Updated 03 Nov 2025

Currently tracking portfolios of 80 Superinvestors.

Latest significant* insider buys of Superinvestor holdings

Date Filed Stock Total Value $ Price $
Today RLI - RLI CORP 106,840 53.42
Today AEBI - Aebi Schmidt Holding AG 56,550 11.31
Today AEBI - Aebi Schmidt Holding AG 58,400 11.68
Today AEBI - Aebi Schmidt Holding AG 74,165 11.41
Today VITL - Vital Farms Inc 50,008 8.13
Today ELAN - Elanco Animal Health Inc 99,939 20.35
Today ELAN - Elanco Animal Health Inc 99,843 20.08
Today MRP - Millrose Properties Inc 121,342 26.96
Today CDLX - Cardlytics Inc 97,350 0.65
Today HGTY - Hagerty Inc 99,370 10.46
Today NCLH - Norwegian Cruise Line Holdings Ltd. 149,100 14.91
Today NCLH - Norwegian Cruise Line Holdings Ltd. 76,250 15.25
Today CDW - CDW Corp 499,398 103.40
Today CTEV - Claritev Corp 160,000 16.00
Today CTEV - Claritev Corp 125,582 12.92
Today CTEV - Claritev Corp 133,056 11.88
Today TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 69,830 69.83
Today TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 69,980 69.98
18 May GSHD - Goosehead Insurance Inc 207,500 41.50
18 May BETR - Better Home & Finance Holding Co 82,358 24.71
18 May BETR - Better Home & Finance Holding Co 162,750 25.00
18 May BETR - Better Home & Finance Holding Co 96,486 24.74
18 May ICFI - ICF International Inc 246,334 61.58
18 May ICFI - ICF International Inc 244,800 61.20
18 May DINO - HF Sinclair Corp 1,036,650 69.11
18 May SHAK - Shake Shack Inc 494,404 60.37
18 May SHAK - Shake Shack Inc 61,296 61.30
18 May SHAK - Shake Shack Inc 61,320 61.32
18 May SHAK - Shake Shack Inc 249,866 61.42
18 May SHAK - Shake Shack Inc 301,940 60.39
18 May SHAK - Shake Shack Inc 1,996,215 61.88
18 May VITL - Vital Farms Inc 51,120 8.52
18 May VITL - Vital Farms Inc 99,872 8.00
18 May AMRZ - Amrize Ltd 343,840 49.12
18 May AMRZ - Amrize Ltd 666,691 49.69
18 May AMRZ - Amrize Ltd 397,040 49.63
18 May CHTR - CHARTER COMMUNICATIONS Inc 1,399,308 140.93
18 May NOMD - Nomad Foods Ltd 143,069 9.71
18 May NOMD - Nomad Foods Ltd 1,468,860 9.79
18 May TKO - TKO Group Holdings Inc 854,370 189.86
18 May TKO - TKO Group Holdings Inc 133,427 190.61
18 May MSCI - MSCI Inc 631,091 562.47
18 May MSCI - MSCI Inc 134,467 560.28
18 May MSCI - MSCI Inc 67,128 559.40
18 May MSCI - MSCI Inc 450,712 563.39
18 May MSCI - MSCI Inc 225,768 564.42
18 May MSCI - MSCI Inc 695,211 561.56
18 May FLS - FLOWSERVE CORP 164,275 65.71
18 May SMPL - Simply Good Foods Co 117,782 11.78
18 May J - JACOBS SOLUTIONS Inc 400,035 111.09
15 May RLYB - Rallybio Corp 56,315 13.80
15 May RLYB - Rallybio Corp 1,052,492 14.00
15 May AMR - Alpha Metallurgical Resources Inc 108,204 184.02
15 May AMR - Alpha Metallurgical Resources Inc 109,098 183.05
15 May AMR - Alpha Metallurgical Resources Inc 661,920 189.12
15 May AMR - Alpha Metallurgical Resources Inc 834,697 191.05
15 May AMR - Alpha Metallurgical Resources Inc 700,475 190.45
15 May AMR - Alpha Metallurgical Resources Inc 105,337 187.10
15 May AMR - Alpha Metallurgical Resources Inc 168,663 185.14
15 May AMR - Alpha Metallurgical Resources Inc 132,639 188.14
15 May KBR - KBR Inc 92,310 30.77
15 May RHLD - Resolute Holdings Management Inc 99,990 108.52
15 May KBR - KBR Inc 256,275 30.60
15 May GPGI - GPGI Inc 100,031 12.34
15 May GPGI - GPGI Inc 50,320 12.58
15 May WGS - GeneDx Holdings Corp 2,071,569 39.92
15 May WGS - GeneDx Holdings Corp 3,443,222 39.08
15 May WGS - GeneDx Holdings Corp 3,651,953 38.82
15 May WGS - GeneDx Holdings Corp 2,798,031 39.45
15 May WGS - GeneDx Holdings Corp 1,049,178 38.28
15 May WGS - GeneDx Holdings Corp 751,393 39.83
15 May GSHD - Goosehead Insurance Inc 99,375 37.50
15 May GSHD - Goosehead Insurance Inc 184,450 36.89
15 May NOMD - Nomad Foods Ltd 912,690 9.13
15 May EQPT - EquipmentShare.com Inc 242,200 24.22
15 May FLS - FLOWSERVE CORP 67,340 67.34
15 May ONON - On Holding AG 1,869,056 36.75
15 May ONON - On Holding AG 329,046 35.97
15 May ONON - On Holding AG 328,937 35.97
15 May ONON - On Holding AG 1,869,161 36.75
14 May GPGI - GPGI Inc 50,515 12.87
14 May UA - Under Armour Inc 2,190,719 4.99
14 May UA - Under Armour Inc 3,677,860 4.97
14 May JKHY - JACK HENRY & ASSOCIATES INC 266,840 133.42
14 May JKHY - JACK HENRY & ASSOCIATES INC 50,295 134.12
14 May ECL - ECOLAB Inc 250,650 250.65
14 May IIIV - i3 Verticals Inc 961,500 19.23
14 May POOL - POOL CORP 1,759,471 175.95
14 May FCN - FTI CONSULTING INC 345,696 144.04
14 May FCN - FTI CONSULTING INC 483,821 144.77
14 May FCN - FTI CONSULTING INC 957,886 143.87
14 May FCN - FTI CONSULTING INC 289,180 144.59
14 May ADMA - ADMA BIOLOGICS Inc 100,125 8.01
13 May RLYB - Rallybio Corp 278,600 14.00
13 May RLYB - Rallybio Corp 350,000 14.00
13 May RLYB - Rallybio Corp 71,392 14.00
13 May BLND - Blend Labs Inc 365,886 1.41
13 May BLND - Blend Labs Inc 1,866,533 1.44
13 May BLND - Blend Labs Inc 557,171 1.41
13 May SMRT - SmartRent Inc 117,850 1.18
13 May NOMD - Nomad Foods Ltd 1,846,960 9.23
13 May NOMD - Nomad Foods Ltd 4,785,450 9.57
13 May ITIC - INVESTORS TITLE CO 124,278 231.00
13 May ZTS - Zoetis Inc 501,344 75.39
13 May ZTS - Zoetis Inc 151,750 75.88
13 May TKO - TKO Group Holdings Inc 1,285,842 185.36
13 May TKO - TKO Group Holdings Inc 714,033 184.60
13 May TKO - TKO Group Holdings Inc 1,112,400 185.40
13 May TKO - TKO Group Holdings Inc 887,468 184.62
13 May TKO - TKO Group Holdings Inc 313,743 184.99
13 May TKO - TKO Group Holdings Inc 186,210 186.21
13 May APPN - APPIAN CORP 99,859 19.13
13 May GEHC - GE HealthCare Technologies Inc 100,365 62.03
13 May NSIT - INSIGHT ENTERPRISES INC 199,814 87.26
13 May STGW - Stagwell Inc 117,600 5.88
13 May ABR - ARBOR REALTY TRUST INC 60,466 6.84
13 May KHC - Kraft Heinz Co 4,999,808 23.46
13 May RGR - STURM RUGER & CO INC 190,000 38.00
13 May MMSI - MERIT MEDICAL SYSTEMS INC 99,186 61.00
13 May FLUT - Flutter Entertainment plc 99,686 98.41
13 May FLUT - Flutter Entertainment plc 151,901 94.29
13 May MRP - Millrose Properties Inc 5,325,840 27.31
13 May MRP - Millrose Properties Inc 1,092,480 27.31
13 May WCN - Waste Connections Inc 7,611,750 152.24
13 May FOUR - Shift4 Payments Inc 8,094,834 41.41
13 May FOUR - Shift4 Payments Inc 7,848,268 40.66
12 May FCNCA - FIRST CITIZENS BANCSHARES INC 10,257,311 1726.82
12 May ZTS - Zoetis Inc 233,273 77.76
12 May IBP - Installed Building Products Inc 97,952 206.22
12 May IBP - Installed Building Products Inc 97,734 214.80
12 May IBP - Installed Building Products Inc 165,260 206.06
12 May IBP - Installed Building Products Inc 106,642 205.08
12 May IBP - Installed Building Products Inc 149,737 209.13
12 May PTLO - Portillo's Inc 300,306 4.28
12 May LILA - Liberty Latin America Ltd. 161,490 8.07
12 May ADMA - ADMA BIOLOGICS Inc 100,125 8.01
12 May BSM - Black Stone Minerals L.P. 336,855 13.47
12 May BSM - Black Stone Minerals L.P. 314,372 13.32
12 May BSM - Black Stone Minerals L.P. 258,108 13.48
12 May ADT - ADT Inc 50,625 6.75
12 May ETN - Eaton Corp plc 300,108 402.29
12 May ETN - Eaton Corp plc 90,089 419.02
12 May ADT - ADT Inc 50,080 6.88
12 May ADT - ADT Inc 250,412 6.87
12 May POOL - POOL CORP 99,981 190.44
12 May HSIC - HENRY SCHEIN INC 691,900 69.19
12 May NCLH - Norwegian Cruise Line Holdings Ltd. 248,100 16.54
12 May APTV - Aptiv PLC 352,153 57.73
12 May FLUT - Flutter Entertainment plc 150,000 102.78
12 May FLUT - Flutter Entertainment plc 51,000 102.00

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

"Investing is where you find a few great companies and then sit on your ass"
-- Charlie Munger

Superinvestor Portfolio Stats

Top 10 most owned stocks

GOOGL - Alphabet Inc.
MSFT - Microsoft Corp.
GOOG - Alphabet Inc. CL C
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
V - Visa Inc.
BRK.B - Berkshire Hathaway CL B
TSM - Taiwan Semiconductor S.A.
AAPL - Apple Inc.
DIS - Walt Disney Co.
▾

Top 10 stocks by %

AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
GOOGL - Alphabet Inc.
BRK.B - Berkshire Hathaway CL B
MSFT - Microsoft Corp.
BRK.A - Berkshire Hathaway CL A
META - Meta Platforms Inc.
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. 81.67% 7
GPI - Group 1 Automotive 47.66% 2
MOH - Molina Healthcare Inc. 43.49% 4
HCC - Warrior Met Coal Inc. 39.89% 2
BRK.A - Berkshire Hathaway CL A 38.47% 16
AMZN - Amazon.com Inc. 38.20% 33
AAPL - Apple Inc. 36.72% 22
BRK.B - Berkshire Hathaway CL B 34.57% 24
LULU - Lululemon Athletica Inc. 32.35% 4
IBKR - Interactive Brokers Group Inc. 30.50% 5
▾
Top 10 buys last qtr  ( Q1 2026 ) i
Based on 78 out of 80 SuperInvestor filings so far
MSFT - Microsoft Corp.
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
V - Visa Inc.
DIS - Walt Disney Co.
SUNB - Sunbelt Rentals Holdings Inc
UBER - Uber Technologies Inc.
BRK.B - Berkshire Hathaway CL B
ADBE - Adobe Inc.
FISV - Fiserv Inc.
▾

Top 10 buys last qtr by %

SUNB - Sunbelt Rentals Holdings Inc
AMZN - Amazon.com Inc.
MSFT - Microsoft Corp.
AZN - AstraZeneca PLC
V - Visa Inc.
ICLR - ICON plc
UBER - Uber Technologies Inc.
NVDA - NVIDIA Corp.
APP - Applovin Corp.
GOOG - Alphabet Inc. CL C
▾

Top 10 buys last 2 qtrs

MSFT - Microsoft Corp.
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
V - Visa Inc.
DIS - Walt Disney Co.
FISV - Fiserv Inc.
GOOG - Alphabet Inc. CL C
UBER - Uber Technologies Inc.
ADBE - Adobe Inc.
NVDA - NVIDIA Corp.
▾

Top 10 buys last 2 qtrs by %

AMZN - Amazon.com Inc.
SUNB - Sunbelt Rentals Holdings Inc
META - Meta Platforms Inc.
MSFT - Microsoft Corp.
V - Visa Inc.
NVDA - NVIDIA Corp.
GOOG - Alphabet Inc. CL C
RKT - Rocket Companies Inc.
AZN - AstraZeneca PLC
UBER - Uber Technologies Inc.
▾
5% or greater holdings near 52 week low
% above 52 week low
TRUP - Trupanion Inc. 0.73
SGI - Somnigroup International Inc. 0.80
LULU - Lululemon Athletica Inc. 0.98
CPNG - Coupang Inc. 0.99
BCC - Boise Cascade Company 1.07
AN - AutoNation Inc. 1.33
TRU - TransUnion 1.46
VST - Vistra Corp. 1.55
HHH - Howard Hughes Holdings Inc. 1.62
APTV - Aptiv PLC 1.72
LEN - Lennar Corp. 2.24
RYN - Rayonier Inc. 2.46
PTLO - Portillo's Inc Cl A 2.58
MTD - Mettler-Toledo International Inc. 2.71
BKNG - Booking Holdings Inc. 2.83
VMC - Vulcan Materials 2.93
ABG - Asbury Automotive Group Inc. 3.19
PDD - Pinduoduo Inc. 3.76
DHR - Danaher Corp. 3.80
SGOV - Ishares 0 3 Month Treasury B 3.99
▾

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 52 1,022,887
SWZ - Total Return Securities Fund 33 815,841
AMR - Alpha Metallurgical Resources Inc 32 13,368,905
WGS - GeneDx Holdings Corp 29 74,032,166
MESO - MESOBLAST LTD 24 30,008,171
IBP - Installed Building Products Inc 17 844,194
WRB - BERKLEY W R CORP 16 115,365,210
GO - Grocery Outlet Holding Corp 15 7,923,060
AMRZ - Amrize Ltd 15 5,975,913
SRAD - Sportradar Group AG 13 11,349,413
NSP - INSPERITY Inc 11 7,814,505
VITL - Vital Farms Inc 11 541,756
RLYB - Rallybio Corp 11 4,002,700
SONO - Sonos Inc 10 25,168,850
IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 10 11,968,590
SPG - SIMON PROPERTY GROUP Inc 10 413,000
POOL - POOL CORP 10 7,673,698
THRY - Thryv Holdings Inc 9 6,220,702
LOAR - Loar Holdings Inc 9 11,327,674
KLTR - KALTURA INC 9 286,295
BLCO - Bausch & Lomb Corp 9 1,224,097
CTEV - Claritev Corp 9 1,377,710
SHAK - Shake Shack Inc 9 3,232,567
TKO - TKO Group Holdings Inc 8 5,487,493
MSCI - MSCI Inc 8 4,249,147
FLUT - Flutter Entertainment plc 8 1,045,576
DIN - Dine Brands Global Inc 8 217,560
ENOV - Enovis CORP 8 145,915
GEHC - GE HealthCare Technologies Inc 7 5,781,336
TPC - TUTOR PERINI CORP 7 2,556,375
MRP - Millrose Properties Inc 7 6,647,147
LAW - CS Disco Inc 7 3,668,948
ALTG - ALTA EQUIPMENT GROUP Inc 7 519,262
ARE - ALEXANDRIA REAL ESTATE EQUITIES Inc 7 1,221,673
AXP - AMERICAN EXPRESS CO 7 4,053
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