SEC Form 13F tracker

Superinvestor portfolios

Every long position these managers reported to the SEC last quarter - position sizes, portfolio weights, and what they bought and sold since the quarter before.

Managers tracked
79
Combined reported value
$1.19T
Latest quarter
Q2 2026

Sorted by reported date, latest first. Showing all 79 managers.

François Rochon

Giverny Capital · Filed 2026-08-26

Reported value
$2.97B
Holdings
51
Top 5
29%

First Eagle Investment Management

Filed 2026-08-24

Reported value
$120.64B
Holdings
424
Top 5
16%

Top holdings

GOOG
BDX
META
TSM
FOMENTO ECONOMICO MEXICANO S

Muhlenkamp

Filed 2026-08-18

Reported value
$345.25M
Holdings
28
Top 5
32%

Top holdings

AltaRock Partners

Filed 2026-08-17

Reported value
$4.24B
Holdings
8
Top 5
96%

Top holdings

Kahn Brothers Group

Filed 2026-08-17

Reported value
$632.67M
Holdings
48
Top 5
55%

Top holdings

C
Bayer AG Spons ADR
FLG
GOOG
Z

Abrams Bison Investments

Filed 2026-08-14

Reported value
$2.05B
Holdings
11
Top 5
73%

Top holdings

Arnold Van Den Berg

Century Management · Filed 2026-08-14

Reported value
$473.34M
Holdings
120
Top 5
23%

Top holdings

DELL
SPROTT ASSET MANAGEMENT LP
INTC
LUMN
EXXON MOBIL CORP

Bill & Melinda Gates Foundation Trust

Filed 2026-08-14

Reported value
$34.42B
Holdings
24
Top 5
83%

Top holdings

Bill Miller

Miller Value Partners · Filed 2026-08-14

Reported value
$423.07M
Holdings
56
Top 5
32%

Top holdings

NBR
GTN
DIREXION SHARES ETF TRUST
BLMN
QUAD

Bill Nygren

Oakmark Funds · Filed 2026-08-14

Reported value
$75.16B
Holdings
161
Top 5
17%

Top holdings

Bruce Berkowitz

Fairholme Capital · Filed 2026-08-14

Reported value
$1.49B
Holdings
13
Top 5
97%

Top holdings

JOE
ENTERPRISE PRODS PARTNERS L
OZK
BRK-B
WRB

Carl Icahn

Icahn Capital · Filed 2026-08-14

Reported value
$8.26B
Holdings
12
Top 5
93%

Top holdings

Icahn Enterprises LP
CVI
CVR Partners, LP
CTRI
IFF

Chase Coleman

Tiger Global · Filed 2026-08-14

Reported value
$23.98B
Holdings
46
Top 5
44%

Chris Hohn

TCI Fund Management · Filed 2026-08-14

Reported value
$52.77B
Holdings
11
Top 5
84%

Top holdings

Christopher Bloomstran

Semper Augustus · Filed 2026-08-14

Reported value
$884.60M
Holdings
50
Top 5
52%

Chuck Akre

Akre Capital · Filed 2026-08-14

Reported value
$5.11B
Holdings
19
Top 5
58%

Top holdings

Daniel Loeb

Third Point · Filed 2026-08-14

Reported value
$4.64B
Holdings
40
Top 5
38%

Top holdings

David Einhorn

Greenlight Capital · Filed 2026-08-14

Reported value
$3.91B
Holdings
46
Top 5
38%

Top holdings

David Rolfe

Wedgewood Partners · Filed 2026-08-14

Reported value
$484.43M
Holdings
18
Top 5
43%

David Tepper

Appaloosa · Filed 2026-08-14

Reported value
$7.47B
Holdings
25
Top 5
58%

Top holdings

Dennis Hong

ShawSpring Partners · Filed 2026-08-14

Reported value
$232.08M
Holdings
11
Top 5
65%

Top holdings

First Pacific Advisors

Filed 2026-08-14

Reported value
$7.97B
Holdings
72
Top 5
31%

Top holdings

Glenn Greenberg

Brave Warrior Advisors · Filed 2026-08-14

Reported value
$4.59B
Holdings
40
Top 5
46%

Top holdings

Glenn Welling

Engaged Capital · Filed 2026-08-14

Reported value
$322.92M
Holdings
9
Top 5
75%

Top holdings

Henry Ellenbogen

Durable Capital · Filed 2026-08-14

Reported value
$10.28B
Holdings
36
Top 5
37%

Top holdings

Hillman Capital Management

Filed 2026-08-14

Reported value
$138.15M
Holdings
54
Top 5
19%

Top holdings

Howard Marks

Oaktree Capital · Filed 2026-08-14

Reported value
$3.78B
Holdings
51
Top 5
47%

Top holdings

John Rogers

Ariel Investments · Filed 2026-08-14

Reported value
$10.03B
Holdings
106
Top 5
19%

Top holdings

Josh Tarasoff

Greenlea Lane Capital · Filed 2026-08-14

Reported value
$364.21M
Holdings
10
Top 5
69%

Top holdings

AMZN
BN
BRK-A
MKL
ISHARES TR

Lee Ainslie

Maverick Capital · Filed 2026-08-14

Reported value
$11.08B
Holdings
177
Top 5
25%

Leon Cooperman

Filed 2026-08-14

Reported value
$3.55B
Holdings
39
Top 5
48%

Top holdings

VRT
RKT
ENERGY TRANSFER LP
PLGO
GPGI

Li Lu

Himalaya Capital · Filed 2026-08-14

Reported value
$3.70B
Holdings
8
Top 5
95%

Mairs & Power Funds

Filed 2026-08-14

Reported value
$10.90B
Holdings
254
Top 5
30%

Norbert Lou

Punch Card Management · Filed 2026-08-14

Reported value
$255.95M
Holdings
5
Top 5
100%

Top holdings

Pat Dorsey

Dorsey Asset Management · Filed 2026-08-14

Reported value
$1.56B
Holdings
11
Top 5
57%

Prem Watsa

Fairfax Financial · Filed 2026-08-14

Reported value
$2.64B
Holdings
32
Top 5
72%

Top holdings

ORLA MINING LTD
EGO
KHC
UAA
CVS

Robert Vinall

RV Capital · Filed 2026-08-14

Reported value
$382.89M
Holdings
13
Top 5
87%

Ruane, Cunniff & Goldfarb

Filed 2026-08-14

Reported value
$6.43B
Holdings
54
Top 5
40%

Stephen Mandel

Lone Pine Capital · Filed 2026-08-14

Reported value
$16.36B
Holdings
34
Top 5
31%

Top holdings

Terry Smith

Fundsmith · Filed 2026-08-14

Reported value
$13.65B
Holdings
41
Top 5
30%

Top holdings

Valley Forge Capital Management

Filed 2026-08-14

Reported value
$3.12B
Holdings
7
Top 5
93%

Top holdings

ValueAct Capital

Filed 2026-08-14

Reported value
$5.63B
Holdings
18
Top 5
57%

Top holdings

Viking Global Investors

Filed 2026-08-14

Reported value
$35.08B
Holdings
90
Top 5
22%

Top holdings

Warren Buffett

Berkshire Hathaway · Filed 2026-08-14

Reported value
$299.25B
Holdings
29
Top 5
69%

Top holdings

Bryan Lawrence

Oakcliff Capital · Filed 2026-08-13

Reported value
$268.45M
Holdings
9
Top 5
81%

Top holdings

David Abrams

Abrams Capital · Filed 2026-08-13

Reported value
$5.48B
Holdings
11
Top 5
85%

Top holdings

Dodge & Cox Funds

Filed 2026-08-13

Reported value
$191.01B
Holdings
222
Top 5
17%

Top holdings

Greg Alexander

Conifer Management · Filed 2026-08-13

Reported value
$606.66M
Holdings
6
Top 5
96%

Top holdings

Mohnish Pabrai

Pabrai Investments · Filed 2026-08-13

Reported value
$326.75M
Holdings
4
Top 4
100%

Top holdings

HCC
RIG
AMR
KASPI KZ JSC

Samantha McLemore

Patient Capital · Filed 2026-08-13

Reported value
$3.01B
Holdings
39
Top 5
31%

Top holdings

Sarah Ketterer

Causeway Capital · Filed 2026-08-13

Reported value
$9.24B
Holdings
122
Top 5
56%

Top holdings

Seth Klarman

Baupost Group · Filed 2026-08-13

Reported value
$5.42B
Holdings
23
Top 5
50%

Top holdings

Thomas Russo

Gardner Russo & Quinn · Filed 2026-08-13

Reported value
$8.93B
Holdings
85
Top 5
51%

Top holdings

GOOG
BRK-A
PM
MA
Compagnie Financiere Richemont

Triple Frond Partners

Filed 2026-08-13

Reported value
$1.12B
Holdings
13
Top 5
64%

AKO Capital

Filed 2026-08-12

Reported value
$4.29B
Holdings
22
Top 5
48%

Top holdings

Francis Chou

Chou Associates · Filed 2026-08-12

Reported value
$216.59M
Holdings
31
Top 5
62%

Harry Burn

Sound Shore · Filed 2026-08-12

Reported value
$3.25B
Holdings
40
Top 5
18%

Top holdings

Teva Pharmaceutical Industries Ltd. - ADR
LUV
BAC
AAL
BRK-B

Nelson Peltz

Trian Fund Management · Filed 2026-08-12

Reported value
$4.23B
Holdings
8
Top 5
94%

Top holdings

GE
Janus Henderson Group plc
SOLV
Ferguson Plc New
WEN

Third Avenue Management

Filed 2026-08-12

Reported value
$625.34M
Holdings
55
Top 5
35%

Top holdings

Christopher Davis

Davis Advisors · Filed 2026-08-11

Reported value
$23.29B
Holdings
112
Top 5
28%

Top holdings

COF
U.S. Bancorp
CVS
VTRS
MGM

Yacktman Asset Management

Filed 2026-08-11

Reported value
$8.09B
Holdings
74
Top 5
29%

Vulcan Value Partners

Filed 2026-08-10

Reported value
$3.29B
Holdings
36
Top 5
47%

Top holdings

Jensen Investment Management

Filed 2026-08-07

Reported value
$4.13B
Holdings
83
Top 5
32%

Richard Pzena

Pzena Investment Management · Filed 2026-08-07

Reported value
$34.07B
Holdings
161
Top 5
23%

Top holdings

Tweedy, Browne

Filed 2026-08-07

Reported value
$1.32B
Holdings
91
Top 5
52%

Top holdings

Steven Check

Check Capital · Filed 2026-08-05

Reported value
$5.13B
Holdings
52
Top 5
71%

Top holdings

Polen Capital Management

Filed 2026-08-04

Reported value
$11.61B
Holdings
219
Top 5
33%

Thomas Gayner

Markel Group · Filed 2026-07-31

Reported value
$13.13B
Holdings
130
Top 5
28%

Top holdings

Torray Funds

Filed 2026-07-30

Reported value
$741.29M
Holdings
91
Top 5
20%

Top holdings

AVGO
RPRX
CEG
CNA
Alphabet Convertible Pfd

Greenhaven Associates

Filed 2026-07-28

Reported value
$8.66B
Holdings
28
Top 5
53%

Top holdings

LEN
General Motors Co (GM)
TOL
BDX
PHM

John Armitage

Egerton Capital · Filed 2026-07-21

Reported value
$10.35B
Holdings
23
Top 5
49%

Top holdings

David Katz

Matrix Asset Advisors · Filed 2026-07-15

Reported value
$1.23B
Holdings
106
Top 5
21%

Top holdings

MSFT
EA SERIES TRUST
GOOG
PNC
QCOM

Lindsell Train

Filed 2026-07-15

Reported value
$2.63B
Holdings
28
Top 5
63%

Top holdings