Latest close
$515.33
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| AltaRock Partners | 20.54% | 2,334,482 | ADDED (+25.0%) |
| Pershing Square Capital Management | 11.89% | 6,206,730 | NEW |
| Triple Frond Partners | 11.74% | 352,504 | HELD |
| Vulcan Value Partners | 11.21% | 986,905 | TRIMMED (-11.0%) |
| ShawSpring Partners | 7.31% | 45,495 | NEW |
| Wedgewood Partners | 6.89% | 89,518 | ADDED (+21.1%) |
| Polen Capital Management | 6.74% | 2,098,613 | TRIMMED (-26.3%) |
| Mairs & Power Funds | 6.68% | 1,950,737 | ADDED (+0.4%) |
| Jensen Investment Management | 6.67% | 737,144 | TRIMMED (-37.1%) |
| AKO Capital | 5.46% | 628,224 | TRIMMED (-14.6%) |
| Matrix Asset Advisors | 5.24% | 172,878 | ADDED (+0.9%) |
| Yacktman Asset Management | 4.65% | 1,009,284 | ADDED (+1.6%) |
| Fundsmith | 4.36% | 1,596,737 | TRIMMED (-23.2%) |
| Weitz Investment Management | 3.96% | 153,200 | TRIMMED (-9.6%) |
| Cantillon Capital Management | 3.86% | 68,901 | TRIMMED (-93.8%) |
| Muhlenkamp | 3.54% | 32,776 | TRIMMED (-0.5%) |
| Tiger Global Management | 3.53% | 2,266,913 | TRIMMED (-9.3%) |
| RV Capital GmbH | 3.22% | 33,100 | ADDED (+31.2%) |
| Hillman Capital Management | 2.78% | 10,296 | TRIMMED (-4.9%) |
| Maverick Capital | 2.74% | 832,377 | ADDED (+14.7%) |
| Dodge & Cox Funds | 2.51% | 12,836,229 | ADDED (+7.3%) |
| Century Management | 2.19% | 27,758 | ADDED (+1.0%) |
| Torray Funds | 1.82% | 36,160 | TRIMMED (-53.5%) |
| Viking Global Investors | 1.55% | 1,458,618 | TRIMMED (-36.8%) |
| Markel Group | 1.53% | 537,630 | HELD |
| H&H International Investment | 1.47% | 754,100 | TRIMMED (-25.8%) |
| First Eagle Investment Management | 1.19% | 1,940,215 | ADDED (+46.4%) |
| Davis Advisors | 0.15% | 92,973 | ADDED (+18.5%) |
| Kahn Brothers Group | 0.13% | 2,168 | ADDED (+3.6%) |
| Oakmark Funds | 0.03% | 68,612 | ADDED (+915.4%) |
| Semper Augustus | 0.03% | 641 | NEW |
| Brave Warrior Advisors | 0.03% | 4,275 | ADDED (+111.1%) |
| Giverny Capital | 0.02% | 1,787 | TRIMMED (-6.4%) |
| Gardner Russo & Quinn | 0.01% | 3,584 | ADDED (+1.1%) |
| Pzena Investment Management | 0.00% | 755 | TRIMMED (-0.9%) |
| Ruane Cunniff LP | 0.00% | 737 | HELD |
| Causeway Capital Management | 0.00% | 600 | TRIMMED (-22.3%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
Exited this quarter: TCI Fund Management, Appaloosa Management, Ariel Investments, Check Capital Management.
| Institutions holding | 6,234 of 8,857 filers |
| Long-only filers among them | 6,210 |
| Change vs 2026 Q1 | +107 net · 1,655 entered · 1,548 exited |
| Shares reported, all filers | 5,435,913,875 |
| Reported value, all filers | $2,104.9B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 16 sales by 4 insiders ($71.4M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
7 House members reported buying (13 purchases vs 16 sales). Bought by Democrats and Republicans. Latest buy: Sep 10, 2026.
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
· Bought by Both Parties — Last 6 months: bought by both Democratic and Republican members
· Bought by 3+ Members — Last 6 months: bought by 3 or more different members
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Growth — Revenue up every year for 5 straight years
· Dividend Growth — Dividends raised for more than 10 years
· O'Neil CAN SLIM — Explosive earnings growth leaders
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
· Top Relative Strength — Top 20% of the universe by 6-month return
Key figures
· Buffett — Latest ROE: 30.2% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 34.0% · Latest net income: $133.7B
· Growth — Latest revenue: $331.8B · 5-yr revenue CAGR: 14.6% · Straight growth years: 10
· Dividend Growth — Dividend per share: 3.64 · Dividend yield: 0.7% · Straight dividend years: 19 · 10-yr dividend growth: 133.3%
· O'Neil CAN SLIM — 3-yr EPS growth: 22.9% · ROE: 30.2% · Latest revenue growth: 17.8%
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.35 · Operating cash flow: $182.9B · Net income: $133.7B
· Bought by Members — Members buying: 7 · Buy txns: 13 · Sell txns: 16 · Latest buy: Sep 10, 2026
· Bought by Both Parties — Members buying: 7 · Buy txns: 13 · Sell txns: 16 · Latest buy: Sep 10, 2026
· Bought by 3+ Members — Members buying: 7 · Buy txns: 13 · Sell txns: 16 · Latest buy: Sep 10, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Super-investor 13F BEST — appeared in 20 of the last 20 quarterly lists; latest 2026 Q2, ranked #1 of 50.
· Politician BEST — appeared in 20 of the last 20 quarterly lists; latest 2026 Q2, ranked #1 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 19 | 63.2% | +2.7% | +3.1% | -0.5% |
| Share count tripled (3x) | 4 | 75.0% | +8.2% | +5.2% | +3.0% |
| Heavy exit — 3+ tracked funds sold out together | 1 | 100.0% | +13.7% | +4.9% | +8.8% |
Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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