Latest close
$6,025.44
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Giverny Capital | 3.03% | 13,238 | TRIMMED (-3.0%) |
| Markel Group | 0.63% | 12,097 | ADDED (+0.1%) |
| Berkshire Hathaway | 0.03% | 11,112 | 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.
1 insiders bought on the open market in the last 90 days (1 purchases, $405.2K), against 0 sales by 0 insiders ($0). Latest buy: Aug 7, 2026.
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).
Insiders
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
· Shareholder Yield — Cash returned through dividends and buybacks
· Earnings Stability — Small earnings swings and almost no loss years
Key figures
· Buffett — Latest ROE: 34.7% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 37.8% · Latest net income: $1.3B
· Cash Flow (FCF) — Latest FCF: $1.1B · FCF yield: 5.9% · Positive FCF years: 3
· Shareholder Yield — Shareholder yield: 9.9% · of which dividends: 0.0% · of which buybacks: 9.9%
· Earnings Stability — Earnings variation (CV): 0.40 · Loss years (of 10): 0 · Latest net income: $1.3B
· Insider Net Buying — Buy txns: 1 · Sell txns: 0 · Buy value: $405.2K · Latest buy: Aug 7, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 2 | 50.0% | -8.3% | +2.4% | -10.7% |
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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