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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

"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
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
WGS - GeneDx Holdings Corp 10 13,460,091
TJX - TJX COMPANIES INC 10 7,915
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
ENOV - Enovis CORP 8 145,915
DIN - Dine Brands Global Inc 8 217,560
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
MSCI - MSCI Inc 5 5,559,795
XRAY - DENTSPLY SIRONA Inc 5 1,023,799
CTEV - Claritev Corp 5 909,122
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