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Superinvestor Portfolio Updates RSS Feed

  • Howard Marks - Oaktree Capital Management Updated 20 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
  • Arnold Van Den Berg - Century Management 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 81 Superinvestors.

Latest significant* insider buys of Superinvestor holdings

Date Filed Stock Total Value $ Price $
28 May PAX - Patria Investments Ltd 169,650 11.31
28 May PAX - Patria Investments Ltd 172,200 11.48
28 May PSEC - PROSPECT CAPITAL CORP 999,707 2.32
28 May BSM - Black Stone Minerals L.P. 497,341 13.21
28 May SCHW - SCHWAB CHARLES CORP 1,849,512 84.23
28 May RLI - RLI CORP 104,000 52.00
28 May RLI - RLI CORP 105,440 52.72
28 May GPGI - GPGI Inc 50,000 12.64
28 May ADMA - ADMA BIOLOGICS Inc 50,624 7.91
28 May GLOB - Globant S.A. 971,838 38.87
28 May MTDR - Matador Resources Co 244,783 52.36
27 May TWFG - TWFG Inc 463,266 18.62
27 May TWFG - TWFG Inc 211,530 19.23
27 May TWFG - TWFG Inc 207,790 18.89
27 May SYY - SYSCO CORP 1,000,035 75.17
27 May LILA - Liberty Latin America Ltd. 526,939 8.63
27 May LILA - Liberty Latin America Ltd. 106,540,837 8.63
27 May UTHR - UNITED THERAPEUTICS Corp 863,947 575.96
27 May GOLD - Gold.com Inc 2,523,528 43.11
27 May PSEC - PROSPECT CAPITAL CORP 233,370 2.33
27 May PSEC - PROSPECT CAPITAL CORP 231,820 2.32
27 May PSEC - PROSPECT CAPITAL CORP 73,344 2.29
26 May MELI - MERCADOLIBRE INC 157,226 1655.01
26 May MELI - MERCADOLIBRE INC 836,330 1656.10
26 May GEHC - GE HealthCare Technologies Inc 641,800 64.18
26 May INTU - INTUIT Inc 386,808 309.45
26 May INTU - INTUIT Inc 154,858 309.71
26 May EEFT - EURONET WORLDWIDE Inc 200,610 66.87
26 May BETR - Better Home & Finance Holding Co 126,696 25.34
26 May NCLH - Norwegian Cruise Line Holdings Ltd. 2,504,610 16.37
26 May CELH - Celsius Holdings Inc 217,800 29.04
26 May CELH - Celsius Holdings Inc 249,732 29.73
26 May CELH - Celsius Holdings Inc 248,826 29.36
26 May RLI - RLI CORP 260,000 52.00
26 May PSEC - PROSPECT CAPITAL CORP 224,130 2.24
26 May PSEC - PROSPECT CAPITAL CORP 227,660 2.28
26 May AMRZ - Amrize Ltd 100,500 50.25
22 May PAX - Patria Investments Ltd 167,100 11.14
22 May PAX - Patria Investments Ltd 164,850 10.99
22 May PAX - Patria Investments Ltd 171,000 11.40
22 May TWFG - TWFG Inc 324,804 18.52
22 May TWFG - TWFG Inc 295,849 18.79
22 May FRPT - Freshpet Inc 95,660 47.83
22 May ANDG - Andersen Group Inc 84,786 35.82
22 May BA - BOEING CO 299,345 218.50
22 May SPB - Spectrum Brands Holdings Inc 182,125 72.85
22 May BFH - BREAD FINANCIAL HOLDINGS Inc 60,328 86.43
21 May GOLD - Gold.com Inc 1,762,565 39.40
21 May GOLD - Gold.com Inc 1,660,408 41.36
21 May GOLD - Gold.com Inc 2,296,128 40.57
21 May BETR - Better Home & Finance Holding Co 388,328 24.89
21 May RGR - STURM RUGER & CO INC 58,725 39.15
21 May FBIN - Fortune Brands Innovations Inc 2,002,686 34.89
21 May BSX - BOSTON SCIENTIFIC CORP 99,987 56.49
21 May BSX - BOSTON SCIENTIFIC CORP 202,914 56.68
21 May BSX - BOSTON SCIENTIFIC CORP 125,819 55.92
21 May BSX - BOSTON SCIENTIFIC CORP 125,279 56.95
21 May MAA - MID AMERICA APARTMENT COMMUNITIES Inc 64,000 128.00
21 May MAA - MID AMERICA APARTMENT COMMUNITIES Inc 77,400 129.00
21 May NCLH - Norwegian Cruise Line Holdings Ltd. 474,900 15.83
21 May KBR - KBR Inc 125,766 31.44
21 May KBR - KBR Inc 470,815 32.47
21 May AMRZ - Amrize Ltd 74,760 49.84
21 May AMRZ - Amrize Ltd 89,046 49.47
21 May AMRZ - Amrize Ltd 58,356 48.63
21 May SWIM - Latham Group Inc 73,745 4.90
20 May FBIN - Fortune Brands Innovations Inc 13,460,200 33.40
20 May FBIN - Fortune Brands Innovations Inc 196,352 33.28
20 May MP - MP Materials Corp 962,540 56.62
20 May RLYB - Rallybio Corp 139,822 13.98
20 May RLYB - Rallybio Corp 83,981 13.98
20 May BETR - Better Home & Finance Holding Co 375,000 25.00
20 May WGS - GeneDx Holdings Corp 6,132,854 43.81
20 May WGS - GeneDx Holdings Corp 7,446,547 42.55
20 May WGS - GeneDx Holdings Corp 7,880,334 42.60
20 May EQPT - EquipmentShare.com Inc 499,071 22.89
20 May WEX - WEX Inc 214,425 142.95
20 May VITL - Vital Farms Inc 50,813 8.33
20 May SWIM - Latham Group Inc 242,000 4.84
20 May FRPT - Freshpet Inc 146,010 48.67
20 May FOSL - Fossil Group Inc 100,730 4.14
20 May AMRZ - Amrize Ltd 65,960 48.50
20 May AMRZ - Amrize Ltd 148,940 49.63
20 May AMRZ - Amrize Ltd 97,440 48.72
20 May AMRZ - Amrize Ltd 347,830 49.69
20 May AMRZ - Amrize Ltd 149,880 49.96
20 May AMRZ - Amrize Ltd 79,852 48.69
19 May RLI - RLI CORP 106,840 53.42
19 May AEBI - Aebi Schmidt Holding AG 56,550 11.31
19 May AEBI - Aebi Schmidt Holding AG 58,400 11.68
19 May AEBI - Aebi Schmidt Holding AG 74,165 11.41
19 May VITL - Vital Farms Inc 50,008 8.13
19 May ELAN - Elanco Animal Health Inc 99,939 20.35
19 May ELAN - Elanco Animal Health Inc 99,843 20.08
19 May MRP - Millrose Properties Inc 121,342 26.96
19 May CDLX - Cardlytics Inc 97,350 0.65
19 May HGTY - Hagerty Inc 99,370 10.46
19 May NCLH - Norwegian Cruise Line Holdings Ltd. 76,250 15.25
19 May NCLH - Norwegian Cruise Line Holdings Ltd. 149,100 14.91
19 May CDW - CDW Corp 499,398 103.40
19 May CTEV - Claritev Corp 160,000 16.00
19 May CTEV - Claritev Corp 125,582 12.92
19 May CTEV - Claritev Corp 133,056 11.88
19 May TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 69,830 69.83
19 May 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 96,486 24.74
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 ICFI - ICF International Inc 244,800 61.20
18 May ICFI - ICF International Inc 246,334 61.58
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 666,691 49.69
18 May AMRZ - Amrize Ltd 397,040 49.63
18 May AMRZ - Amrize Ltd 343,840 49.12
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 133,427 190.61
18 May TKO - TKO Group Holdings Inc 854,370 189.86
18 May MSCI - MSCI Inc 695,211 561.56
18 May MSCI - MSCI Inc 134,467 560.28
18 May MSCI - MSCI Inc 631,091 562.47
18 May MSCI - MSCI Inc 67,128 559.40
18 May MSCI - MSCI Inc 225,768 564.42
18 May MSCI - MSCI Inc 450,712 563.39
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 1,052,492 14.00
15 May RLYB - Rallybio Corp 56,315 13.80
15 May AMR - Alpha Metallurgical Resources Inc 834,697 191.05
15 May AMR - Alpha Metallurgical Resources Inc 661,920 189.12
15 May AMR - Alpha Metallurgical Resources Inc 105,337 187.10
15 May AMR - Alpha Metallurgical Resources Inc 700,475 190.45
15 May AMR - Alpha Metallurgical Resources Inc 109,098 183.05
15 May AMR - Alpha Metallurgical Resources Inc 168,663 185.14
15 May AMR - Alpha Metallurgical Resources Inc 132,639 188.14
15 May AMR - Alpha Metallurgical Resources Inc 108,204 184.02
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

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

"As an investor, you're looking at what the asset is going to do. As a speculator, you're commonly focusing on what the price is going to do, and that's not our game."
-- Warren Buffett

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% 34
AAPL - Apple Inc. 36.72% 23
BRK.B - Berkshire Hathaway CL B 34.57% 25
LULU - Lululemon Athletica Inc. 32.35% 4
RIG - Transocean Ltd. 31.97% 2
▾
Top 10 buys last qtr  ( Q1 2026 ) i
Based on 79 out of 81 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
UNH - United Health Group Inc.
UBER - Uber Technologies Inc.
NVDA - NVIDIA Corp.
BRK.B - Berkshire Hathaway CL B
▾

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.
GOOGL - Alphabet Inc.
NVDA - NVIDIA Corp.
GOOG - Alphabet Inc. CL C
UBER - Uber Technologies Inc.
▾

Top 10 buys last 2 qtrs by %

AMZN - Amazon.com Inc.
SUNB - Sunbelt Rentals Holdings Inc
MSFT - Microsoft Corp.
META - Meta Platforms Inc.
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
ACI - Albertsons Co Inc. 1.10
ORLY - O'Reilly Automotive 2.57
SCHW - Charles Schwab Corp. 3.16
PDD - Pinduoduo Inc. 3.31
CSGP - CoStar Group Inc. 3.44
ICE - Intercontinental Exchange Inc. 3.68
BRK.A - Berkshire Hathaway CL A 3.84
MA - Mastercard Inc. 3.84
EXE - Expand Energy Corp. 3.95
SGOV - Ishares 0 3 Month Treasury B 4.00
UBER - Uber Technologies Inc. 4.03
BRK.B - Berkshire Hathaway CL B 4.23
TRUP - Trupanion Inc. 4.25
WTW - Willis Towers Watson plc 4.35
ROP - Roper Technologies Inc. 4.68
HHH - Howard Hughes Holdings Inc. 5.02
YUMC - Yum China Holdings Inc. 5.91
INTU - Intuit Inc. 5.92
MAT - Mattel Inc. 6.60
AN - AutoNation Inc. 7.46
▾

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 54 1,029,605
AMR - Alpha Metallurgical Resources Inc 32 13,368,905
WGS - GeneDx Holdings Corp 32 95,491,901
SWZ - Total Return Securities Fund 27 742,936
AMRZ - Amrize Ltd 25 7,208,955
MESO - MESOBLAST LTD 24 30,008,171
IBP - Installed Building Products Inc 17 844,194
GO - Grocery Outlet Holding Corp 15 7,923,060
RLYB - Rallybio Corp 14 4,229,263
VITL - Vital Farms Inc 13 612,568
SRAD - Sportradar Group AG 13 11,349,413
EQH - Equitable Holdings Inc 12 45,850
NSP - INSPERITY Inc 11 7,814,505
SPG - SIMON PROPERTY GROUP Inc 10 413,000
IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 10 11,968,590
THRY - Thryv Holdings Inc 9 6,220,702
LOAR - Loar Holdings Inc 9 11,327,674
SHAK - Shake Shack Inc 9 3,232,567
KLTR - KALTURA INC 9 286,295
BETR - Better Home & Finance Holding Co 9 1,293,006
CTEV - Claritev Corp 9 1,377,710
TKO - TKO Group Holdings Inc 8 5,487,493
FLUT - Flutter Entertainment plc 8 1,045,576
FRPT - Freshpet Inc 8 458,229
NCLH - Norwegian Cruise Line Holdings Ltd. 8 4,171,346
ABR - ARBOR REALTY TRUST INC 8 116,240
DIN - Dine Brands Global Inc 8 217,560
ENOV - Enovis CORP 8 145,915
GEHC - GE HealthCare Technologies Inc 8 6,423,136
GPK - GRAPHIC PACKAGING HOLDING CO 8 1,054,286
ARE - ALEXANDRIA REAL ESTATE EQUITIES Inc 7 1,221,673
AXP - AMERICAN EXPRESS CO 7 4,053
MRP - Millrose Properties Inc 7 6,647,147
TPC - TUTOR PERINI CORP 7 2,556,375
ALTG - ALTA EQUIPMENT GROUP Inc 7 519,262
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