Latest close
$360.09
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| TCI Fund Management | 19.83% | 30,494,133 | ADDED (+0.1%) |
| Egerton Capital | 14.13% | 4,264,651 | ADDED (+3.7%) |
| ValueAct Capital | 14.10% | 2,316,250 | HELD |
| AKO Capital | 7.87% | 985,126 | TRIMMED (-17.0%) |
| Akre Capital Management | 7.44% | 1,110,881 | TRIMMED (-32.2%) |
| AltaRock Partners | 6.77% | 836,470 | ADDED (+67.7%) |
| Wedgewood Partners | 6.32% | 89,188 | ADDED (+7.4%) |
| Weitz Investment Management | 6.30% | 265,330 | HELD |
| Viking Global Investors | 6.25% | 6,393,604 | ADDED (+1.0%) |
| Pershing Square Capital Management | 5.76% | 3,270,470 | NEW |
| Polen Capital Management | 5.34% | 1,805,617 | TRIMMED (-26.2%) |
| Valley Forge Capital Management | 5.10% | 462,978 | TRIMMED (-22.7%) |
| Fundsmith | 5.08% | 2,019,810 | TRIMMED (-34.9%) |
| Vulcan Value Partners | 4.84% | 463,268 | TRIMMED (-27.6%) |
| Giverny Capital | 4.50% | 389,900 | TRIMMED (-1.6%) |
| Baupost Group | 4.44% | 701,355 | HELD |
| Cantillon Capital Management | 4.31% | 83,643 | TRIMMED (-95.1%) |
| Mairs & Power Funds | 2.68% | 852,050 | ADDED (+1.3%) |
| Markel Group | 2.65% | 1,013,912 | ADDED (+1.0%) |
| Maverick Capital | 2.28% | 752,252 | TRIMMED (-6.8%) |
| Tiger Global Management | 1.14% | 798,697 | NEW |
| Torray Funds | 1.02% | 22,017 | ADDED (+11.2%) |
| Dodge & Cox Funds | 0.97% | 5,417,326 | ADDED (+630554.9%) |
| Lone Pine Capital | 0.35% | 165,960 | ADDED (+78.9%) |
| Gardner Russo & Quinn | 0.34% | 87,256 | TRIMMED (-7.0%) |
| Oakmark Funds | 0.32% | 711,659 | TRIMMED (-0.8%) |
| Lindsell Train | 0.14% | 10,500 | ADDED (+1.9%) |
| Matrix Asset Advisors | 0.03% | 1,120 | TRIMMED (-2.5%) |
| Brave Warrior Advisors | 0.00% | 618 | NEW |
| Yacktman Asset Management | 0.00% | 732 | 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.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 8 sales by 4 insiders ($34.1M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
1 House members reported buying (1 purchases vs 2 sales). Bought by Republicans. Latest buy: Apr 27, 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
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Dividend Growth — Dividends raised for more than 10 years
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Earnings Stability — Small earnings swings and almost no loss years
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
Key figures
· Buffett — Latest ROE: 52.9% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 35.6% · Latest net income: $20.1B
· Dividend Growth — Dividend per share: 0.59 · Dividend yield: 0.2% · Straight dividend years: 15 · 10-yr dividend growth: 615.2%
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.12 · Operating cash flow: $23.1B · Net income: $20.1B
· Earnings Stability — Earnings variation (CV): 0.36 · Loss years (of 10): 0 · Latest net income: $20.1B
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 2 · Latest buy: Apr 27, 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 #6 of 50.
· Politician BEST — appeared in 8 of the last 20 quarterly lists; latest 2025 Q4, ranked #12 of 50.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 19 | 68.4% | +3.4% | +3.2% | +0.2% |
| Share count tripled (3x) | 4 | 50.0% | +0.4% | +0.1% | +0.3% |
| Heavy exit — 3+ tracked funds sold out together | 4 | 50.0% | +3.6% | +5.5% | -1.9% |
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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