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Superinvestor Portfolio Updates RSS Feed

  • David Katz - Matrix Asset Advisors Updated 13 Oct 2026
  • First Eagle Investment Management Updated 24 Aug 2026
  • Muhlenkamp Updated 18 Aug 2026
  • AltaRock Partners Updated 17 Aug 2026
  • Kahn Brothers Group Updated 17 Aug 2026
  • Viking Global Investors Updated 14 Aug 2026
  • Mason Hawkins - Southeastern Asset Management Updated 14 Aug 2026
  • Glenn Greenberg - Brave Warrior Advisors Updated 14 Aug 2026
  • Bill Ackman - Pershing Square Capital Management Updated 14 Aug 2026
  • Daniel Loeb - Third Point Updated 14 Aug 2026
  • Stephen Mandel - Lone Pine Capital Updated 14 Aug 2026
  • Valley Forge Capital Management Updated 14 Aug 2026
  • Alex Roepers - Atlantic Investment Management Updated 14 Aug 2026
  • David Rolfe - Wedgewood Partners Updated 14 Aug 2026
  • David Tepper - Appaloosa Management Updated 14 Aug 2026
  • Bill Miller - Miller Value Partners Updated 14 Aug 2026
  • Duan Yongping - H&H International Investment Updated 14 Aug 2026
  • Christopher Bloomstran - Semper Augustus Updated 14 Aug 2026
  • Abrams Bison Investments Updated 14 Aug 2026
  • ValueAct Capital Updated 14 Aug 2026
  • Lee Ainslie - Maverick Capital Updated 14 Aug 2026
  • David Einhorn - Greenlight Capital Updated 14 Aug 2026
  • Chuck Akre - Akre Capital Management Updated 14 Aug 2026
  • Henry Ellenbogen - Durable Capital Partners Updated 14 Aug 2026
  • Carl Icahn - Icahn Capital Management Updated 14 Aug 2026
  • Bill & Melinda Gates Foundation Trust Updated 14 Aug 2026
  • Norbert Lou - Punch Card Management Updated 14 Aug 2026
  • Bill Nygren - Oakmark Funds Updated 14 Aug 2026
  • Bruce Berkowitz - Fairholme Capital Updated 14 Aug 2026
  • Warren Buffett - Berkshire Hathaway Updated 14 Aug 2026
  • Li Lu - Himalaya Capital Management Updated 14 Aug 2026
  • Glenn Welling - Engaged Capital Updated 14 Aug 2026
  • Chase Coleman - Tiger Global Management Updated 14 Aug 2026
  • First Pacific Advisors Updated 14 Aug 2026
  • Clifford Sosin - CAS Investment Partners Updated 14 Aug 2026
  • Francois Rochon - Giverny Capital Updated 14 Aug 2026
  • John Rogers - Ariel Investments Updated 14 Aug 2026
  • Dennis Hong - ShawSpring Partners Updated 14 Aug 2026
  • Chris Hohn - TCI Fund Management Updated 14 Aug 2026
  • Pat Dorsey - Dorsey Asset Management Updated 14 Aug 2026
  • Hillman Capital Management Updated 14 Aug 2026
  • Arnold Van Den Berg - Century Management Updated 14 Aug 2026
  • Mairs & Power Funds Updated 14 Aug 2026
  • Leon Cooperman Updated 14 Aug 2026
  • Robert Vinall - RV Capital GmbH Updated 14 Aug 2026
  • Josh Tarasoff - Greenlea Lane Capital Updated 14 Aug 2026
  • Terry Smith - Fundsmith Updated 14 Aug 2026
  • Prem Watsa - Fairfax Financial Holdings Updated 14 Aug 2026
  • Howard Marks - Oaktree Capital Management Updated 14 Aug 2026
  • Ruane Cunniff LP Updated 14 Aug 2026
  • Greg Alexander - Conifer Management Updated 13 Aug 2026
  • Dodge & Cox Funds Updated 13 Aug 2026
  • Seth Klarman - Baupost Group Updated 13 Aug 2026
  • Samantha McLemore - Patient Capital Management Updated 13 Aug 2026
  • David Abrams - Abrams Capital Management Updated 13 Aug 2026
  • Triple Frond Partners Updated 13 Aug 2026
  • Sarah Ketterer - Causeway Capital Management Updated 13 Aug 2026
  • Thomas Russo - Gardner Russo & Quinn Updated 13 Aug 2026
  • Bryan Lawrence - Oakcliff Capital Updated 13 Aug 2026
  • Mohnish Pabrai - Pabrai Investments Updated 13 Aug 2026
  • Nelson Peltz - Trian Fund Management Updated 12 Aug 2026
  • Wallace Weitz - Weitz Investment Management Updated 12 Aug 2026
  • Third Avenue Management Updated 12 Aug 2026
  • Harry Burn - Sound Shore Updated 12 Aug 2026
  • Francis Chou - Chou Associates Updated 12 Aug 2026
  • AKO Capital Updated 12 Aug 2026
  • Yacktman Asset Management Updated 11 Aug 2026
  • Christopher Davis - Davis Advisors Updated 11 Aug 2026
  • Vulcan Value Partners Updated 10 Aug 2026
  • Tweedy Browne Updated 07 Aug 2026
  • Richard Pzena - Pzena Investment Management Updated 07 Aug 2026
  • Jensen Investment Management Updated 07 Aug 2026
  • Steven Check - Check Capital Management Updated 05 Aug 2026
  • Polen Capital Management Updated 04 Aug 2026
  • Thomas Gayner - Markel Group Updated 31 Jul 2026
  • Torray Funds Updated 30 Jul 2026
  • William Von Mueffling - Cantillon Capital Management Updated 29 Jul 2026
  • Greenhaven Associates Updated 28 Jul 2026
  • John Armitage - Egerton Capital Updated 21 Jul 2026
  • Lindsell Train Updated 15 Jul 2026
  • Guy Spier - Aquamarine Capital Updated 10 Jul 2026
  • Tom Bancroft - Makaira Partners Updated 15 May 2026
  • Michael Burry - Scion Asset Management Updated 03 Nov 2025

Currently tracking portfolios of 83 Superinvestors.

Latest significant* insider buys of Superinvestor holdings

Date Filed Stock Total Value $ Price $
Today CRBG - Corebridge Financial Inc 927,675 34.38
Today CRBG - Corebridge Financial Inc 12,121,553 33.57
Today CRBG - Corebridge Financial Inc 4,026,974 32.80
Today APLD - Applied Digital Corp 1,006,686 18.04
Today APLD - Applied Digital Corp 5,658,000 18.86
16 Oct CRBG - Corebridge Financial Inc 20,487,096 34.03
16 Oct FIS - Fidelity National Information Services Inc 57,694 36.40
16 Oct PEP - PEPSICO INC 10,840,558 128.28
16 Oct PEP - PEPSICO INC 5,782,221 128.28
16 Oct PEP - PEPSICO INC 1,281,389 128.28
15 Oct CRBG - Corebridge Financial Inc 8,801,941 34.68
14 Oct INBX - Inhibrx Biosciences Inc 208,333 85.00
14 Oct INBX - Inhibrx Biosciences Inc 207,655 84.07
14 Oct INBX - Inhibrx Biosciences Inc 205,889 84.07
14 Oct INBX - Inhibrx Biosciences Inc 209,948 85.00
14 Oct DOLE - Dole plc 75,721 13.28
14 Oct CRBG - Corebridge Financial Inc 4,938,652 34.49
14 Oct CRBG - Corebridge Financial Inc 11,473,645 34.07
13 Oct CRBG - Corebridge Financial Inc 8,958,804 34.30
09 Oct CRBG - Corebridge Financial Inc 20,880,079 34.40
08 Oct CRBG - Corebridge Financial Inc 4,099,102 35.23
08 Oct FUL - FULLER H B CO 500,000 50.00
07 Oct CRBG - Corebridge Financial Inc 2,283,648 34.75
06 Oct PSUS - Pershing Square USA Ltd. 2,907,452 37.21
06 Oct PSUS - Pershing Square USA Ltd. 2,183,760 37.87
06 Oct PSUS - Pershing Square USA Ltd. 4,524,003 37.45
06 Oct HRL - HORMEL FOODS CORP 201,000 20.10
06 Oct CRBG - Corebridge Financial Inc 6,414,045 34.27
05 Oct LEN - LENNAR CORP 1,654,380 81.90
05 Oct LEN - LENNAR CORP 297,545 78.26
05 Oct LEN - LENNAR CORP 67,453,950 80.04
05 Oct LEN - LENNAR CORP 75,534 79.51
05 Oct LEN - LENNAR CORP 404,484 78.77
05 Oct LEN - LENNAR CORP 33,852,327 79.49
05 Oct LEN - LENNAR CORP 191,084 77.93
05 Oct LEN - LENNAR CORP 3,594,502 81.14
05 Oct LEN - LENNAR CORP 35,118,616 78.37
05 Oct LEN - LENNAR CORP 176,605 77.12
05 Oct LEN - LENNAR CORP 7,479,313 80.57
05 Oct LEN - LENNAR CORP 15,232,287 81.46
05 Oct LEN - LENNAR CORP 27,071,964 79.03
05 Oct CRBG - Corebridge Financial Inc 5,001,053 32.78
05 Oct CRBG - Corebridge Financial Inc 4,001,420 33.45
02 Oct CRBG - Corebridge Financial Inc 11,716,077 33.65
01 Oct ORCL - ORACLE CORP 3,483,800 139.35
01 Oct DKS - DICK'S SPORTING GOODS Inc 499,869 136.39
01 Oct PCG - PG&E Corp 91,500 12.20
01 Oct CRBG - Corebridge Financial Inc 7,300,934 33.67
01 Oct LILA - Liberty Latin America Ltd. 168,032 8.40
01 Oct SPG - SIMON PROPERTY GROUP Inc 70,973 202.78
01 Oct SPG - SIMON PROPERTY GROUP Inc 97,334 202.78
01 Oct SPG - SIMON PROPERTY GROUP Inc 74,420 202.78
01 Oct FUL - FULLER H B CO 99,250 49.62
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 4,019,859 243.42
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,997,607 244.61
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,522,748 239.37
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 759,519 241.04
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 2,965,922 240.31
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,298,670 242.65
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 508,440 238.37
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 254,904 245.10
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 6,934,960 240.87
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 8,414,173 243.23
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,008,121 239.50
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,489,840 239.52
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,060,535 236.48
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,026,926 241.69
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 782,962 237.84
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 664,722 235.63
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 238,066 242.92
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 124,892 238.80
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 78,035 243.86
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 402,665 240.83
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,769,876 244.13
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 8,345,119 242.27
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,002,611 249.53
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 632,954 246.19
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 57,581 250.35
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 233,930 248.33
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 4,728,398 245.54
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,915,109 247.40
30 Sep LEN - LENNAR CORP 52,120,753 81.59
30 Sep LEN - LENNAR CORP 320,560 79.98
30 Sep LEN - LENNAR CORP 1,007,084 81.95
30 Sep LEN - LENNAR CORP 426,192 81.96
30 Sep CRBG - Corebridge Financial Inc 25,122,558 34.10
30 Sep CRBG - Corebridge Financial Inc 2,397,059 34.76
30 Sep KOD - Kodiak Sciences Inc 1,710,707 85.40
30 Sep KOD - Kodiak Sciences Inc 874,517 84.24
30 Sep KOD - Kodiak Sciences Inc 121,614 85.89
30 Sep KOD - Kodiak Sciences Inc 102,057 85.40
30 Sep KOD - Kodiak Sciences Inc 52,146 84.24
30 Sep KOD - Kodiak Sciences Inc 17,666,310 89.86
30 Sep KOD - Kodiak Sciences Inc 9,553,557 88.65
30 Sep KOD - Kodiak Sciences Inc 8,729,262 88.57
30 Sep KOD - Kodiak Sciences Inc 7,407,798 89.60
30 Sep KOD - Kodiak Sciences Inc 6,578,389 87.51
30 Sep KOD - Kodiak Sciences Inc 5,524,214 86.94
30 Sep KOD - Kodiak Sciences Inc 1,392,153 86.81
30 Sep KOD - Kodiak Sciences Inc 1,053,915 89.86
30 Sep KOD - Kodiak Sciences Inc 569,816 88.65
30 Sep KOD - Kodiak Sciences Inc 520,775 88.57
30 Sep KOD - Kodiak Sciences Inc 441,925 89.60
30 Sep KOD - Kodiak Sciences Inc 392,467 87.51
30 Sep KOD - Kodiak Sciences Inc 329,511 86.94
30 Sep KOD - Kodiak Sciences Inc 270,051 86.72
30 Sep KOD - Kodiak Sciences Inc 83,081 86.81
30 Sep KOD - Kodiak Sciences Inc 10,400,546 83.95
30 Sep KOD - Kodiak Sciences Inc 9,320,566 84.85
30 Sep KOD - Kodiak Sciences Inc 3,346,813 85.97
30 Sep KOD - Kodiak Sciences Inc 2,293,144 81.82
30 Sep KOD - Kodiak Sciences Inc 1,626,017 83.16
30 Sep KOD - Kodiak Sciences Inc 1,390,229 81.02
30 Sep KOD - Kodiak Sciences Inc 1,422,180 81.31
30 Sep KOD - Kodiak Sciences Inc 1,181,825 79.71
30 Sep KOD - Kodiak Sciences Inc 711,147 79.40
30 Sep KOD - Kodiak Sciences Inc 620,399 83.95
30 Sep KOD - Kodiak Sciences Inc 544,172 80.23
30 Sep KOD - Kodiak Sciences Inc 556,050 84.85
30 Sep KOD - Kodiak Sciences Inc 459,116 81.20
30 Sep KOD - Kodiak Sciences Inc 199,612 85.97
30 Sep KOD - Kodiak Sciences Inc 140,477 82.68
30 Sep KOD - Kodiak Sciences Inc 136,797 81.82
30 Sep KOD - Kodiak Sciences Inc 97,042 83.16
30 Sep KOD - Kodiak Sciences Inc 84,892 81.31
30 Sep KOD - Kodiak Sciences Inc 82,694 80.52
30 Sep KOD - Kodiak Sciences Inc 82,965 81.02
30 Sep KOD - Kodiak Sciences Inc 70,462 79.71
30 Sep KOD - Kodiak Sciences Inc 53,327 81.92
30 Sep KOD - Kodiak Sciences Inc 20,194,464 72.39
30 Sep KOD - Kodiak Sciences Inc 5,753,115 73.08
30 Sep KOD - Kodiak Sciences Inc 5,675,093 73.97
30 Sep KOD - Kodiak Sciences Inc 4,710,486 76.34
30 Sep KOD - Kodiak Sciences Inc 3,743,808 77.43
30 Sep KOD - Kodiak Sciences Inc 2,754,030 61.63
30 Sep KOD - Kodiak Sciences Inc 2,693,905 68.96
30 Sep KOD - Kodiak Sciences Inc 2,436,193 75.52
30 Sep KOD - Kodiak Sciences Inc 1,204,597 72.39
30 Sep KOD - Kodiak Sciences Inc 1,265,129 71.48
30 Sep KOD - Kodiak Sciences Inc 878,002 61.21
30 Sep KOD - Kodiak Sciences Inc 516,774 64.43
30 Sep KOD - Kodiak Sciences Inc 361,114 67.10
30 Sep KOD - Kodiak Sciences Inc 343,173 73.08
30 Sep KOD - Kodiak Sciences Inc 338,554 73.97
30 Sep KOD - Kodiak Sciences Inc 256,068 62.96
30 Sep KOD - Kodiak Sciences Inc 281,026 76.34
30 Sep KOD - Kodiak Sciences Inc 233,269 78.57
30 Sep KOD - Kodiak Sciences Inc 160,741 68.96
30 Sep KOD - Kodiak Sciences Inc 75,487 71.48
30 Sep KOD - Kodiak Sciences Inc 52,396 61.21

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

"We do not measure the progress of our investments by what their market prices do during any given year. Rather, we evaluate their performance by the two methods we apply to the businesses we own. The first test is improvement in earnings, with our making due allowance for industry conditions. The second test is whether their moats (competitive advantages) have widened during the year."
-- Warren Buffett - Berkshire Hathaway

Superinvestor Portfolio Stats

Top 10 most owned stocks

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

Top 10 stocks by %

AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
BRK.B - Berkshire Hathaway CL B
GOOGL - Alphabet Inc.
MSFT - Microsoft Corp.
BRK.A - Berkshire Hathaway CL A
V - Visa Inc.
META - Meta Platforms Inc.
CVNA - Carvana Co.
MA - Mastercard Inc.
▾
Top "big bets" i
Owned by at least 2 Superinvestors
Max % of portfolioOwnership count
CVNA - Carvana Co. 78.85% 7
GPI - Group 1 Automotive 46.41% 2
MOH - Molina Healthcare Inc. 43.49% 3
HCC - Warrior Met Coal Inc. 43.32% 3
BRK.A - Berkshire Hathaway CL A 42.42% 17
AAPL - Apple Inc. 41.05% 22
GE - GE Aerospace 35.61% 10
BRK.B - Berkshire Hathaway CL B 33.89% 26
IBKR - Interactive Brokers Group Inc. 33.42% 6
LULU - Lululemon Athletica Inc. 32.35% 4
▾
Top 10 buys last qtr  ( Q3 2026 ) i
Based on 1 out of 83 SuperInvestor filings so far
MCD - McDonald's Corp.
UBER - Uber Technologies Inc.
PEP - PepsiCo Inc.
TSN - Tyson Foods
AEP - American Electric Power
QCOM - QUALCOMM Inc.
TEL - TE Connectivity plc
ACN - Accenture
VONG - Vanguard Russell 1000 Growth
STZ - Constellation Brands
▾

Top 10 buys last qtr by %

MCD - McDonald's Corp.
UBER - Uber Technologies Inc.
PEP - PepsiCo Inc.
TSN - Tyson Foods
AEP - American Electric Power
QCOM - QUALCOMM Inc.
TEL - TE Connectivity plc
ACN - Accenture
VONG - Vanguard Russell 1000 Growth
STZ - Constellation Brands
▾

Top 10 buys last 2 qtrs

MSFT - Microsoft Corp.
META - Meta Platforms Inc.
V - Visa Inc.
AMZN - Amazon.com Inc.
BRK.B - Berkshire Hathaway CL B
GOOG - Alphabet Inc. CL C
SPGI - S&P Global Inc.
COF - Capital One Financial
CMCSA - Comcast Corp.
DIS - Walt Disney Co.
▾

Top 10 buys last 2 qtrs by %

ASH - Ashland Global Holdings Inc.
META - Meta Platforms Inc.
EGO - Eldorado Gold Corp.
MSFT - Microsoft Corp.
SPGI - S&P Global Inc.
MA - Mastercard Inc.
PDD - Pinduoduo Inc.
WBD-OLD - Warner Bros. Discovery Inc.
AMZN - Amazon.com Inc.
V - Visa Inc.
▾
5% or greater holdings near 52 week low
% above 52 week low
GIL - Gildan Activewear Inc. 2.15
GRBK - Green Brick Partners 2.62
ALK - Alaska Air Group 3.30
RYAAY - Ryanair Holdings PLC 3.35
PHM - PulteGroup Inc. 3.60
DHI - D.R. Horton 4.05
AN - AutoNation Inc. 4.90
RYN - Rayonier Inc. 5.25
ABG - Asbury Automotive Group Inc. 5.39
LEN - Lennar Corp. 5.80
GPI - Group 1 Automotive 6.24
BLDR - Builders FirstSource Inc. 6.76
PHYS - Sprott Physical Gold Trust 6.86
LULU - Lululemon Athletica Inc. 6.97
SCHW - Charles Schwab Corp. 7.14
NFLX - Netflix Inc. 7.28
PEP - PepsiCo Inc. 8.03
MKL - Markel Group Inc. 8.87
AXP - American Express 9.68
OSK - Oshkosh Corp. 10.15
▾

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
GPI - GROUP 1 AUTOMOTIVE INC 104 187,264,814
KOD - Kodiak Sciences Inc 82 156,986,395
TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 78 1,295,673
LEN - LENNAR CORP 45 595,294,962
CRBG - Corebridge Financial Inc 32 257,224,734
AMR - Alpha Metallurgical Resources Inc 26 12,635,232
INBX - Inhibrx Biosciences Inc 19 6,338,780
AMRZ - Amrize Ltd 17 2,638,406
NATR - NATURES SUNSHINE PRODUCTS INC 14 2,612,712
SWZ - Total Return Securities Fund 14 221,561
CDNL - Cardinal Infrastructure Group Inc 13 8,541,274
AMRC - Ameresco Inc 13 1,914,610
EQPT - EquipmentShare.com Inc 12 1,715,313
BYRN - Byrna Technologies Inc 11 351,255
SPG - SIMON PROPERTY GROUP Inc 11 460,716
FUL - FULLER H B CO 11 1,146,316
GSHD - Goosehead Insurance Inc 11 18,548,191
DKS - DICK'S SPORTING GOODS Inc 9 5,588,663
MTDR - Matador Resources Co 8 1,211,793
WIX - Wix.com Ltd. 8 185,719
LILA - Liberty Latin America Ltd. 8 2,769,641
SBLK - Star Bulk Carriers Corp 7 4,534,508
APTV - Aptiv PLC 6 8,254,508
AON - Aon plc 6 6,549,688
UTI - UNIVERSAL TECHNICAL INSTITUTE INC 6 334,697
ASPS - ALTISOURCE PORTFOLIO SOLUTIONS S.A. 6 328,994
EVLV - Evolv Technologies Holdings Inc 6 296,479
BSX - BOSTON SCIENTIFIC CORP 6 9,486,039
RWAY - Runway Growth Finance Corp 5 176,072
MATW - MATTHEWS INTERNATIONAL CORP 5 154,172
UMH - UMH PROPERTIES Inc 5 31,120
ELAN - Elanco Animal Health Inc 5 1,473,069
COO - COOPER COMPANIES Inc 5 1,880,110
SYK - STRYKER CORP 5 26,737
VALE - Vale S.A. 5 6,355
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