Latest close
$67.11
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Greenlea Lane Capital | 5.41% | 275,835 | TRIMMED (-1.3%) |
| Pershing Square Capital Management | 4.80% | 13,081,465 | NEW |
| Gardner Russo & Quinn | 4.57% | 5,710,088 | ADDED (+1.8%) |
| Fundsmith | 3.66% | 6,990,345 | NEW |
| Oakmark Funds | 1.04% | 11,014,943 | ADDED (+11.7%) |
| Weitz Investment Management | 0.73% | 147,200 | NEW |
| Polen Capital Management | 0.04% | 68,139 | TRIMMED (-18.2%) |
| Semper Augustus | 0.02% | 2,980 | HELD |
| Markel Group | 0.02% | 40,000 | NEW |
| First Pacific Advisors | 0.01% | 16,400 | HELD |
| Ruane Cunniff LP | 0.01% | 8,091 | HELD |
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: Tiger Global Management.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 10 sales by 5 insiders ($13.2M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
2 House members reported buying (2 purchases vs 0 sales). Bought by Democrats and Republicans. Latest buy: Sep 14, 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
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Growth — Revenue up every year for 5 straight years
· Greenblatt Magic Formula — High earnings yield and high return on capital together
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Shareholder Yield — Cash returned through dividends and buybacks
Key figures
· Buffett — Latest ROE: 41.3% · Years ROE ≥15% (of 10): 9 · 10-yr avg ROE: 25.2% · Latest net income: $11.0B
· Growth — Latest revenue: $45.2B · 5-yr revenue CAGR: 12.6% · Straight growth years: 18
· Greenblatt Magic Formula — Earnings yield: 4.3% · Return on capital: 329.6% · Combined rank: 50
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.04 · Operating cash flow: $10.1B · Net income: $11.0B
· Shareholder Yield — Shareholder yield: 3.1% · of which dividends: 0.0% · of which buybacks: 3.1%
· Bought by Members — Members buying: 2 · Buy txns: 2 · Sell txns: 0 · Latest buy: Sep 14, 2026
· Bought by Both Parties — Members buying: 2 · Buy txns: 2 · Sell txns: 0 · Latest buy: Sep 14, 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 1 of the last 20 quarterly lists; latest 2026 Q2, ranked #34 of 50.
· Politician BEST — appeared in 6 of the last 20 quarterly lists; latest 2026 Q1, ranked #42 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 11 | 54.5% | -1.0% | +3.0% | -4.0% |
| Share count tripled (3x) | 3 | 66.7% | +16.6% | +5.4% | +11.3% |
| Heavy exit — 3+ tracked funds sold out together | 1 | 100.0% | +33.6% | +7.7% | +25.9% |
Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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