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Superinvestor Portfolio Updates RSS Feed

  • 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
  • Hillman Value Fund Updated 09 Apr 2026
  • Greenhaven Associates Updated 06 Apr 2026
  • First Pacific Advisors Updated 17 Feb 2026
  • Bill Nygren - Oakmark Funds Updated 17 Feb 2026
  • Viking Global Investors Updated 17 Feb 2026
  • Nelson Peltz - Trian Fund Management Updated 17 Feb 2026
  • Daniel Loeb - Third Point Updated 17 Feb 2026
  • Carl Icahn - Icahn Capital Management Updated 17 Feb 2026
  • David Einhorn - Greenlight Capital Updated 17 Feb 2026
  • ValueAct Capital Updated 17 Feb 2026
  • Bill & Melinda Gates Foundation Trust Updated 17 Feb 2026
  • Bill Ackman - Pershing Square Capital Management Updated 17 Feb 2026
  • Christopher Bloomstran - Semper Augustus Updated 17 Feb 2026
  • Stephen Mandel - Lone Pine Capital Updated 17 Feb 2026
  • Bruce Berkowitz - Fairholme Capital Updated 17 Feb 2026
  • Norbert Lou - Punch Card Management Updated 17 Feb 2026
  • Henry Ellenbogen - Durable Capital Partners Updated 17 Feb 2026
  • David Rolfe - Wedgewood Partners Updated 17 Feb 2026
  • Li Lu - Himalaya Capital Management Updated 17 Feb 2026
  • Valley Forge Capital Management Updated 17 Feb 2026
  • Alex Roepers - Atlantic Investment Management Updated 17 Feb 2026
  • Warren Buffett - Berkshire Hathaway Updated 17 Feb 2026
  • Glenn Greenberg - Brave Warrior Advisors Updated 17 Feb 2026
  • David Tepper - Appaloosa Management Updated 17 Feb 2026
  • Mairs & Power Funds Updated 17 Feb 2026
  • Bryan Lawrence - Oakcliff Capital Updated 17 Feb 2026
  • Glenn Welling - Engaged Capital Updated 17 Feb 2026
  • Chase Coleman - Tiger Global Management Updated 17 Feb 2026
  • Howard Marks - Oaktree Capital Management Updated 17 Feb 2026
  • AKO Capital Updated 17 Feb 2026
  • Leon Cooperman Updated 17 Feb 2026
  • Clifford Sosin - CAS Investment Partners Updated 17 Feb 2026
  • Chris Hohn - TCI Fund Management Updated 17 Feb 2026
  • Duan Yongping - H&H International Investment Updated 17 Feb 2026
  • Bill Miller - Miller Value Partners Updated 17 Feb 2026
  • Pat Dorsey - Dorsey Asset Management Updated 17 Feb 2026
  • Josh Tarasoff - Greenlea Lane Capital Updated 17 Feb 2026
  • Terry Smith - Fundsmith Updated 17 Feb 2026
  • Prem Watsa - Fairfax Financial Holdings Updated 17 Feb 2026
  • Samantha McLemore - Patient Capital Management Updated 13 Feb 2026
  • Lee Ainslie - Maverick Capital Updated 13 Feb 2026
  • AltaRock Partners Updated 13 Feb 2026
  • Mason Hawkins - Southeastern Asset Management Updated 13 Feb 2026
  • Chuck Akre - Akre Capital Management Updated 13 Feb 2026
  • Seth Klarman - Baupost Group Updated 13 Feb 2026
  • David Abrams - Abrams Capital Management Updated 13 Feb 2026
  • Francis Chou - Chou Associates Updated 13 Feb 2026
  • Dodge & Cox Funds Updated 13 Feb 2026
  • Ariel Investments Updated 13 Feb 2026
  • Francois Rochon - Giverny Capital Updated 13 Feb 2026
  • Sarah Ketterer - Causeway Capital Management Updated 13 Feb 2026
  • Dennis Hong - ShawSpring Partners Updated 13 Feb 2026
  • Mohnish Pabrai - Pabrai Investments Updated 13 Feb 2026
  • Triple Frond Partners Updated 13 Feb 2026
  • Greg Alexander - Conifer Management Updated 13 Feb 2026
  • Ruane Cunniff LP Updated 12 Feb 2026
  • Third Avenue Management Updated 12 Feb 2026
  • Thomas Russo - Gardner Russo & Quinn Updated 12 Feb 2026
  • Kahn Brothers Group Updated 12 Feb 2026
  • Wallace Weitz - Weitz Investment Management Updated 12 Feb 2026
  • Polen Capital Management Updated 12 Feb 2026
  • Tom Bancroft - Makaira Partners Updated 11 Feb 2026
  • Lindsell Train Updated 11 Feb 2026
  • Jensen Investment Management Updated 11 Feb 2026
  • William Von Mueffling - Cantillon Capital Management Updated 11 Feb 2026
  • John Armitage - Egerton Capital Updated 11 Feb 2026
  • Harry Burn - Sound Shore Updated 10 Feb 2026
  • Vulcan Value Partners Updated 09 Feb 2026
  • Richard Pzena - Pzena Investment Management Updated 06 Feb 2026
  • Thomas Gayner - Markel Group Updated 06 Feb 2026
  • First Eagle Investment Management Updated 04 Feb 2026
  • Tweedy Browne Updated 03 Feb 2026
  • Yacktman Asset Management Updated 03 Feb 2026
  • Christopher Davis - Davis Advisors Updated 02 Feb 2026
  • Robert Vinall - RV Capital GmbH Updated 30 Jan 2026
  • Torray Funds Updated 28 Jan 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 BMI - BADGER METER INC 197,421 116.13
Today BMI - BADGER METER INC 99,785 116.30
Today BMI - BADGER METER INC 99,006 113.80
21 Apr BMI - BADGER METER INC 258,573 117.53
20 Apr OKTA - Okta Inc 187,697 71.86
20 Apr OKTA - Okta Inc 79,711 72.46
20 Apr HOMB - HOME BANCSHARES INC 2,696,210 26.96
17 Apr FIS - Fidelity National Information Services Inc 56,726 47.39
17 Apr ENR - ENERGIZER HOLDINGS Inc 79,177 18.85
15 Apr TBN - Tamboran Resources Corp 369,865 36.99
15 Apr CAG - CONAGRA BRANDS Inc 250,402 14.31
15 Apr CAG - CONAGRA BRANDS Inc 358,500 14.34
14 Apr NKE - NIKE Inc 1,000,000 42.26
14 Apr NKE - NIKE Inc 1,060,750 42.43
13 Apr MKC - MCCORMICK & CO INC 105,960 52.98
13 Apr MESO - MESOBLAST LTD 1,268,253 1.43
13 Apr MESO - MESOBLAST LTD 720,000 1.44
13 Apr MESO - MESOBLAST LTD 5,680,000 1.42
13 Apr MESO - MESOBLAST LTD 153,300 1.46
13 Apr MESO - MESOBLAST LTD 3,439,627 1.48
10 Apr MESO - MESOBLAST LTD 143,000 14.30
10 Apr MESO - MESOBLAST LTD 141,000 14.10
10 Apr MESO - MESOBLAST LTD 1,268,253 1.43
10 Apr MESO - MESOBLAST LTD 71,500 14.30
10 Apr MESO - MESOBLAST LTD 3,439,627 1.48
10 Apr MESO - MESOBLAST LTD 68,544 14.40
10 Apr MESO - MESOBLAST LTD 142,500 14.25
10 Apr MESO - MESOBLAST LTD 286,000 14.30
10 Apr MESO - MESOBLAST LTD 74,670 14.25
10 Apr MESO - MESOBLAST LTD 5,680,000 1.42
10 Apr MESO - MESOBLAST LTD 144,000 14.40
10 Apr MESO - MESOBLAST LTD 7,195,000 14.39
10 Apr TBN - Tamboran Resources Corp 251,774 36.02
10 Apr NKE - NIKE Inc 173,360 43.34
10 Apr AYI - ACUITY Inc (DE) 282,980 282.98
10 Apr ENR - ENERGIZER HOLDINGS Inc 251,054 17.47
09 Apr CNM - Core & Main Inc 99,971 50.70
09 Apr CNXC - Concentrix Corp 69,869 27.95
08 Apr NKE - NIKE Inc 500,002 42.44
07 Apr FUL - FULLER H B CO 295,104 57.08
07 Apr OSCR - Oscar Health Inc 11,920,000 11.92
06 Apr VSCO - Victoria's Secret & Co. 222,054 45.86
06 Apr VSCO - Victoria's Secret & Co. 100,550 46.23
03 Apr VALE - Vale S.A. 209,290 16.11
03 Apr VALE - Vale S.A. 168,592 16.11
03 Apr LULU - lululemon athletica Inc 494,591 151.02
02 Apr WCC - WESCO INTERNATIONAL INC 372,484 266.06
02 Apr ZBIO - Zenas BioPharma Inc 70,198 18.63
01 Apr ZBIO - Zenas BioPharma Inc 3,000,000 20.00
01 Apr VTS - Vitesse Energy Inc 185,600 18.56
01 Apr VTS - Vitesse Energy Inc 93,350 18.67
01 Apr VTS - Vitesse Energy Inc 93,550 18.71
01 Apr SPG - SIMON PROPERTY GROUP Inc 65,249 183.80
01 Apr SPG - SIMON PROPERTY GROUP Inc 90,246 183.80
01 Apr SPG - SIMON PROPERTY GROUP Inc 68,557 183.80
01 Apr TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 322,050 322.05
31 Mar ZBIO - Zenas BioPharma Inc 364,600 18.23
31 Mar ZBIO - Zenas BioPharma Inc 656,540 19.31
31 Mar PAGS - PagSeguro Digital Ltd. 2,490,008 9.99
31 Mar PAGS - PagSeguro Digital Ltd. 2,477,545 9.94
31 Mar ZBIO - Zenas BioPharma Inc 1,500,000 20.00
31 Mar CIA - CITIZENS Inc 235,000 4.70
31 Mar QFIN - Qfin Holdings Inc 748,800 12.48
31 Mar QFIN - Qfin Holdings Inc 2,449,100 12.89
31 Mar TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 164,160 54.72
31 Mar TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 55,780 55.78
30 Mar WVE - Wave Life Sciences Ltd. 30,024,621 6.06
30 Mar WVE - Wave Life Sciences Ltd. 16,046,856 6.43
30 Mar WVE - Wave Life Sciences Ltd. 2,240,809 6.38
30 Mar WVE - Wave Life Sciences Ltd. 6,312,092 6.50
30 Mar GO - Grocery Outlet Holding Corp 882,500 7.06
30 Mar HPP - Hudson Pacific Properties Inc 95,520 5.97
30 Mar CME - CME GROUP Inc 418,646 297.38
30 Mar TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 111,260 55.63
27 Mar PLAY - Dave & Buster's Entertainment Inc 51,300 20.52
27 Mar PANW - Palo Alto Networks Inc 9,985,229 146.87
25 Mar MGM - MGM Resorts International 16,708,500 37.13
25 Mar MGM - MGM Resorts International 20,515,000 37.30
25 Mar FRPH - FRP HOLDINGS Inc 9,999,981 20.90
25 Mar GO - Grocery Outlet Holding Corp 700,100 6.35
25 Mar GSM - Ferroglobe PLC 100,324 3.86
25 Mar AERO - Grupo Aeromexico S.A.B. de C.V. 660,000 1.32
24 Mar FLYX - FLYEXCLUSIVE Inc 58,678 2.35
24 Mar FLYX - FLYEXCLUSIVE Inc 127,120 2.54
24 Mar FLYX - FLYEXCLUSIVE Inc 119,235 2.38
24 Mar TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 55,930 55.93
23 Mar CWCO - Consolidated Water Co. Ltd. 69,970 30.29
23 Mar EPD - ENTERPRISE PRODUCTS PARTNERS L.P. 100,069 37.55
23 Mar LULU - lululemon athletica Inc 999,978 164.20
23 Mar TTAM - Titan America SA 298,600 14.93
20 Mar AMR - Alpha Metallurgical Resources Inc 492,362 189.37
20 Mar AMR - Alpha Metallurgical Resources Inc 323,753 193.17
20 Mar AMR - Alpha Metallurgical Resources Inc 69,015 190.65
20 Mar AMR - Alpha Metallurgical Resources Inc 92,235 187.47
20 Mar AMR - Alpha Metallurgical Resources Inc 114,821 188.85
20 Mar AMR - Alpha Metallurgical Resources Inc 174,546 193.94
20 Mar AMR - Alpha Metallurgical Resources Inc 261,817 192.23
20 Mar GO - Grocery Outlet Holding Corp 1,687,972 5.90
19 Mar GO - Grocery Outlet Holding Corp 287,500 5.75
19 Mar GO - Grocery Outlet Holding Corp 198,882 5.85
19 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 142,600 1550.00
19 Mar NSP - INSPERITY Inc 3,715,200 23.22
19 Mar NSP - INSPERITY Inc 541,898 23.57
19 Mar NSP - INSPERITY Inc 337,657 22.53
19 Mar SWZ - Total Return Securities Fund 59,800 5.98
19 Mar CRM - Salesforce Inc 404,747 194.59
19 Mar CRM - Salesforce Inc 95,519 194.54
18 Mar CRM - Salesforce Inc 500,178 194.62
18 Mar WAT - WATERS CORP 144,730 289.46
18 Mar BW - Babcock & Wilcox Enterprises Inc 106,015 15.14
18 Mar RHLD - Resolute Holdings Management Inc 70,755 141.51
18 Mar GPGI - GPGI Inc 51,000 17.00
18 Mar GPGI - GPGI Inc 99,180 17.10
18 Mar GPGI - GPGI Inc 751,520 17.08
17 Mar SONO - Sonos Inc 184,440 13.25
17 Mar SONO - Sonos Inc 1,188,000 13.20
17 Mar SONO - Sonos Inc 1,696,250 13.57
17 Mar RDDT - Reddit Inc 1,388,730 132.26
17 Mar CBZ - CBIZ Inc 331,719 25.97
17 Mar GO - Grocery Outlet Holding Corp 93,618 5.85
17 Mar GO - Grocery Outlet Holding Corp 609,000 6.09
17 Mar FOA - Finance of America Companies Inc 174,402 16.45
17 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 63,050 2.87
17 Mar SARO - StandardAero Inc 983,606 26.41
17 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 207,700 1550.00
17 Mar LOAR - Loar Holdings Inc 4,867,500 64.90
17 Mar SDHC - Smith Douglas Homes Corp 256,891 11.36
17 Mar SDHC - Smith Douglas Homes Corp 249,012 12.27
17 Mar POOL - POOL CORP 1,025,000 205.00
17 Mar SOFI - SoFi Technologies Inc 500,516 17.32
16 Mar MTN - VAIL RESORTS INC 4,942,875 131.81
16 Mar HHH - Howard Hughes Holdings Inc 81,207 64.45
16 Mar BLDR - Builders FirstSource Inc 4,386,500 87.73
16 Mar VNO - VORNADO REALTY TRUST 766,500 25.55
16 Mar CASY - CASEYS GENERAL STORES INC 199,629 665.43
16 Mar IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 9,957,963 70.13
16 Mar IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 995,015 70.07
16 Mar IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 61,980 68.87
16 Mar IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 933,224 69.85
16 Mar DCH - Dauch Corp 182,000 5.20
16 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 68,675 2.75
16 Mar CSW - CSW INDUSTRIALS Inc 76,986 256.62
16 Mar AMRZ - Amrize Ltd 110,780 55.39
16 Mar AMRZ - Amrize Ltd 66,156 55.13
16 Mar AMRZ - Amrize Ltd 109,760 54.88
16 Mar ALTG - ALTA EQUIPMENT GROUP Inc 354,666 6.10
16 Mar CTEV - Claritev Corp 247,500 16.50
13 Mar CPNG - Coupang Inc 37,603,591 18.64
13 Mar CPNG - Coupang Inc 56,036,100 18.68
13 Mar CPNG - Coupang Inc 42,923,279 18.40

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

"A public opinion poll is no substitute for thought"
-- Warren Buffett

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
TSM - Taiwan Semiconductor S.A.
DIS - Walt Disney Co.
AAPL - Apple Inc.
▾

Top 10 stocks by %

AMZN - Amazon.com Inc.
MSFT - Microsoft Corp.
GOOG - Alphabet Inc. CL C
GOOGL - Alphabet Inc.
BRK.B - Berkshire Hathaway CL B
BRK.A - Berkshire Hathaway CL A
META - Meta Platforms Inc.
CVNA - Carvana Co.
V - Visa Inc.
AAPL - Apple Inc.
▾
Top "big bets" i
Owned by at least 2 Superinvestors
Max % of portfolioOwnership count
CVNA - Carvana Co. 83.25% 7
AAPL - Apple Inc. 50.30% 21
MOH - Molina Healthcare Inc. 43.49% 3
HCC - Warrior Met Coal Inc. 39.47% 2
JHG - Janus Henderson Group 38.05% 2
GPI - Group 1 Automotive 37.04% 2
BRK.A - Berkshire Hathaway CL A 36.38% 16
BRK.B - Berkshire Hathaway CL B 34.57% 23
EQH - Equitable Holdings Inc. 33.16% 3
AMZN - Amazon.com Inc. 33.10% 33
▾
Top 10 buys last qtr  ( Q1 2026 ) i
Based on 5 out of 80 SuperInvestor filings so far
MSFT - Microsoft Corp.
BAX - Baxter International Inc.
AVTR - Avantor Inc.
NKE - NIKE Inc.
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
TMO - Thermo Fisher Scientific
ICLR - ICON plc
ORCL - Oracle Corp.
BAH - Booz Allen Hamilton Hldg Corp.
▾

Top 10 buys last qtr by %

ICLR - ICON plc
ORCL - Oracle Corp.
MSFT - Microsoft Corp.
BAX - Baxter International Inc.
BAH - Booz Allen Hamilton Hldg Corp.
AVTR - Avantor Inc.
LEN - Lennar Corp.
CMCSA - Comcast Corp.
QCOM - QUALCOMM Inc.
SSNC - SS&C Technologies Holdings Inc.
▾

Top 10 buys last 2 qtrs

MSFT - Microsoft Corp.
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
V - Visa Inc.
FISV - Fiserv Inc.
TSM - Taiwan Semiconductor S.A.
GOOGL - Alphabet Inc.
DIS - Walt Disney Co.
GOOG - Alphabet Inc. CL C
UBER - Uber Technologies Inc.
▾

Top 10 buys last 2 qtrs by %

AMZN - Amazon.com Inc.
RKT - Rocket Companies Inc.
META - Meta Platforms Inc.
KEX - Kirby Corp.
LYV - Live Nation Inc.
FLS - Flowserve Corp.
BABA - Alibaba Group Holdings
BLK - BlackRock Inc.
GOOG - Alphabet Inc. CL C
NVDA - NVIDIA Corp.
▾
5% or greater holdings near 52 week low
% above 52 week low
BRK.A - Berkshire Hathaway CL A 2.02
BRK.B - Berkshire Hathaway CL B 2.22
SYK - Stryker Corp. 3.16
DHR - Danaher Corp. 3.60
KHC - Kraft Heinz Co. 3.90
SGOV - Ishares 0 3 Month Treasury B 4.04
FICO - Fair Isaac Corp. 4.65
PDD - Pinduoduo Inc. 4.71
WTW - Willis Towers Watson plc 5.53
V - Visa Inc. 5.56
TDG - TransDigm Group Inc. 5.81
BL - BlackLine Inc. 5.93
MA - Mastercard Inc. 6.00
DPZ - Dominos Pizza Inc. 6.16
HHH - Howard Hughes Holdings Inc. 6.28
ALC - Alcon Inc. 6.60
EXE - Expand Energy Corp. 6.77
WEN - Wendy's Co. 6.96
MAT - Mattel Inc. 7.09
RYN - Rayonier Inc. 7.23
▾

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
WRB - BERKLEY W R CORP 56 338,767,790
SWZ - Total Return Securities Fund 41 1,038,172
TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 29 801,714
MESO - MESOBLAST LTD 24 30,008,171
AMR - Alpha Metallurgical Resources Inc 23 10,530,579
GO - Grocery Outlet Holding Corp 15 7,923,060
SONO - Sonos Inc 15 46,905,007
KKR - KKR & Co. Inc 13 50,931,132
PSNL - Personalis Inc 12 2,739,180
ZBIO - Zenas BioPharma Inc 11 7,699,466
AMRZ - Amrize Ltd 11 4,568,229
SPG - SIMON PROPERTY GROUP Inc 10 413,000
IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 10 11,968,590
TJX - TJX COMPANIES INC 10 7,915
WGS - GeneDx Holdings Corp 10 13,460,091
LOAR - Loar Holdings Inc 9 11,327,674
THRY - Thryv Holdings Inc 9 6,220,702
KLTR - KALTURA INC 9 286,295
BLCO - Bausch & Lomb Corp 9 1,224,097
NSP - INSPERITY Inc 8 4,941,270
DIN - Dine Brands Global Inc 8 217,560
ENOV - Enovis CORP 8 145,915
TPC - TUTOR PERINI CORP 7 2,556,375
ALTG - ALTA EQUIPMENT GROUP Inc 7 519,262
LAW - CS Disco Inc 7 3,645,188
AXP - AMERICAN EXPRESS CO 7 4,053
TNC - TENNANT CO 6 1,261,670
STC - STEWART INFORMATION SERVICES CORP 6 128,102
RAL - Ralliant Corp 6 511,537
FCNCA - FIRST CITIZENS BANCSHARES INC 6 404,236
CNDT - CONDUENT Inc 5 655,859
VNO - VORNADO REALTY TRUST 5 5,633,750
XRAY - DENTSPLY SIRONA Inc 5 1,023,799
MSCI - MSCI Inc 5 5,559,795
CTEV - Claritev Corp 5 909,122
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