Latest close
$67.82
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Pershing Square Capital Management | 12.72% | 34,326,200 | NEW |
| Dorsey Asset Management | 8.14% | 1,761,941 | ADDED (+61.6%) |
| Appaloosa Management | 7.19% | 7,694,071 | ADDED (+21.5%) |
| Fundsmith | 4.73% | 8,943,151 | NEW |
| Gardner Russo & Quinn | 4.11% | 5,084,015 | TRIMMED (-1.7%) |
| Cantillon Capital Management | 2.59% | 238,965 | TRIMMED (-95.4%) |
| Egerton Capital | 1.62% | 2,319,648 | TRIMMED (-50.1%) |
| First Pacific Advisors | 0.87% | 976,544 | ADDED (+0.7%) |
| Polen Capital Management | 0.35% | 570,063 | TRIMMED (-80.5%) |
| Markel Group | 0.08% | 142,500 | HELD |
| Tiger Global Management | 0.05% | 151,178 | 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: Check Capital Management.
| Institutions holding | 2,419 of 8,857 filers |
| Long-only filers among them | 2,403 |
| Change vs 2026 Q1 | +22 net · 1,732 entered · 1,710 exited |
| Shares reported, all filers | 1,666,051,930 |
| Reported value, all filers | $126.2B |
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).
2 insiders bought on the open market in the last 90 days (3 purchases, $15.3M), against 1 sales by 1 insiders ($2.0M). Latest buy: Sep 10, 2026.
CEO/CFO bought$1M+ open-market buySource: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
3 House members reported buying (3 purchases vs 2 sales). Bought by Democrats and Republicans. Latest buy: Jul 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.
Insiders
· CEO & CFO Buying — Last 90 days: top executives (CEO/CFO) bought on the open market
· Large Insider Buys — Last 90 days: a single buy trade of $1M or more
· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions
· Opportunistic Buys (Non-Routine) — Last 90 days: 2 or more insiders with no routine buying pattern bought on the open market
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
· Growth — Revenue up every year for 5 straight years
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
Red Flags
· Distress Risk (Altman Z″) — Altman Z″-Score below 1.10
Key figures
· Growth — Latest revenue: $52.0B · 5-yr revenue CAGR: 36.1% · Straight growth years: 5
· Cash Flow (FCF) — Latest FCF: $9.8B · FCF yield: 6.8% · Positive FCF years: 3
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.21 · Operating cash flow: $10.1B · Net income: $10.1B
· CEO & CFO Buying — Buy txns: 3 · Buy value: $15.3M · Insiders buying: 2 · Latest buy: Sep 10, 2026
· Large Insider Buys — Buy value: $15.3M · Buy txns: 3 · Insiders buying: 2 · Latest buy: Sep 10, 2026
· Insider Net Buying — Buy txns: 3 · Sell txns: 1 · Buy value: $15.3M · Latest buy: Sep 10, 2026
· Opportunistic Buys (Non-Routine) — Opportunistic buyers: 2 · Buy txns: 3 · Buy value: $15.3M · Latest buy: Sep 10, 2026
· Bought by Members — Members buying: 3 · Buy txns: 3 · Sell txns: 2 · Latest buy: Jul 10, 2026
· Bought by Both Parties — Members buying: 3 · Buy txns: 3 · Sell txns: 2 · Latest buy: Jul 10, 2026
· Bought by 3+ Members — Members buying: 3 · Buy txns: 3 · Sell txns: 2 · Latest buy: Jul 10, 2026
· Distress Risk (Altman Z″) — Z″-Score: 1.09 · Working capital / assets: 0.03 · Retained earnings / assets: -0.17 · EBIT / assets: 0.09 · Equity / liabilities: 0.83
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
· Super-investor 13F BEST — appeared in 5 of the last 20 quarterly lists; latest 2026 Q2, ranked #36 of 50.
· Insider BEST — appeared in 1 of the last 20 quarterly lists; latest 2022 Q2, ranked #33 of 50.
· Politician BEST — appeared in 5 of the last 20 quarterly lists; latest 2026 Q2, ranked #25 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 14 | 64.3% | +6.1% | +4.7% | +1.4% |
| Share count tripled (3x) | 7 | 71.4% | +9.3% | +4.9% | +4.4% |
| Heavy exit — 3+ tracked funds sold out together | 1 | 100.0% | +11.2% | +4.7% | +6.5% |
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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