Superinvestor Portfolio Updates RSS Feed

Currently tracking portfolios of 79 Superinvestors.

Latest significant* insider buys of Superinvestor holdings

Date Filed Stock Total Value $ Price $
04 Apr CRM - Salesforce Inc 998,773 257.28
04 Apr EWTX - Edgewise Therapeutics Inc 7,499,995 20.13
04 Apr EWTX - Edgewise Therapeutics Inc 2,500,005 20.13
04 Apr VSCO - Victoria's Secret & Co. 3,431,620 16.15
03 Apr DLTR - DOLLAR TREE Inc 468,247 68.87
03 Apr DLTR - DOLLAR TREE Inc 52,575 75.00
03 Apr TTSH - TILE SHOP HOLDINGS Inc 98,044 6.54
03 Apr TTSH - TILE SHOP HOLDINGS Inc 60,837 6.42
03 Apr APA - APA Corp 1,368,615 18.25
03 Apr PBF - PBF Energy Inc 428,545 19.48
03 Apr PBF - PBF Energy Inc 547,746 18.26
03 Apr NUVB - Nuvation Bio Inc 165,153 1.67
02 Apr JELD - JELD-WEN Holding Inc 353,497 5.91
02 Apr JELD - JELD-WEN Holding Inc 237,972 5.97
02 Apr FLWS - 1 800 FLOWERS COM INC 118,994 5.95
02 Apr FLWS - 1 800 FLOWERS COM INC 74,232 5.94
02 Apr SPG - SIMON PROPERTY GROUP INC 57,021 164.80
02 Apr SPG - SIMON PROPERTY GROUP INC 79,434 164.80
02 Apr SPG - SIMON PROPERTY GROUP INC 65,096 164.80
02 Apr SPG - SIMON PROPERTY GROUP INC 59,493 164.80
01 Apr UAN - CVR PARTNERS LP 210,833 74.79
01 Apr UAN - CVR PARTNERS LP 197,894 74.96
01 Apr VSCO - Victoria's Secret & Co. 10,793,955 18.48
01 Apr PBF - PBF Energy Inc 381,720 19.09
01 Apr FUL - FULLER H B CO 198,310 56.66
01 Apr REPX - Riley Exploration Permian Inc 351,840 29.32
31 Mar TTSH - TILE SHOP HOLDINGS Inc 85,587 6.48
31 Mar SAIC - Science Applications International Corp 156,878 111.74
31 Mar SAIC - Science Applications International Corp 66,454 111.50
31 Mar SAIC - Science Applications International Corp 50,447 112.10
31 Mar NTAP - NetApp Inc 118,405 89.43
31 Mar NTAP - NetApp Inc 126,392 90.28
31 Mar NTAP - NetApp Inc 254,800 91.00
31 Mar CMC - COMMERCIAL METALS Co 294,630 48.30
31 Mar PBPB - POTBELLY CORP 207,502 9.36
31 Mar FG - F&G Annuities & Life Inc 252,000 36.00
28 Mar FG - F&G Annuities & Life Inc 151,200,000 33.60
28 Mar VSCO - Victoria's Secret & Co. 2,419,794 19.46
28 Mar VSCO - Victoria's Secret & Co. 1,658,054 19.47
27 Mar FG - F&G Annuities & Life Inc 359,618 35.96
27 Mar CME - CME GROUP Inc 68,954 262.62
27 Mar SAIC - Science Applications International Corp 55,290 110.58
27 Mar UAN - CVR PARTNERS LP 79,350 75.00
27 Mar PBF - PBF Energy Inc 2,543,385 19.56
27 Mar PBF - PBF Energy Inc 675,832 19.31
27 Mar SAIC - Science Applications International Corp 219,098 109.55
27 Mar AHH - Armada Hoffler Properties Inc 386,300 7.73
26 Mar TTSH - TILE SHOP HOLDINGS Inc 52,552 6.65
26 Mar FG - F&G Annuities & Life Inc 105,720 35.24
25 Mar JELD - JELD-WEN Holding Inc 333,151 5.97
25 Mar FLWS - 1 800 FLOWERS COM INC 189,037 5.91
25 Mar FLWS - 1 800 FLOWERS COM INC 89,187 5.95
25 Mar FLWS - 1 800 FLOWERS COM INC 147,932 5.92
25 Mar FLWS - 1 800 FLOWERS COM INC 90,683 5.67
25 Mar FLWS - 1 800 FLOWERS COM INC 155,588 5.76
25 Mar SAIC - Science Applications International Corp 64,984 108.85
25 Mar FG - F&G Annuities & Life Inc 356,450 35.65
25 Mar TITN - Titan Machinery Inc 50,580 16.86
25 Mar TITN - Titan Machinery Inc 379,079 16.83
25 Mar WYNN - WYNN RESORTS LTD 974,548 84.93
25 Mar WYNN - WYNN RESORTS LTD 406,954 80.99
24 Mar ADSK - Autodesk Inc 534,194 267.10
24 Mar ULTA - Ulta Beauty Inc 499,528 346.89
24 Mar FG - F&G Annuities & Life Inc 350,274 35.03
24 Mar AHH - Armada Hoffler Properties Inc 77,000 7.70
21 Mar ORCL - ORACLE CORP 60,515 67.09
21 Mar ORCL - ORACLE CORP 50,630 64.91
21 Mar TTSH - TILE SHOP HOLDINGS Inc 71,799 6.53
21 Mar TTSH - TILE SHOP HOLDINGS Inc 113,465 6.48
21 Mar ADBE - ADOBE Inc 121,317 391.35
21 Mar ADBE - ADOBE Inc 386,441 390.34
20 Mar FLWS - 1 800 FLOWERS COM INC 458,517 5.66
20 Mar FLWS - 1 800 FLOWERS COM INC 421,584 5.58
20 Mar FLWS - 1 800 FLOWERS COM INC 83,256 5.55
20 Mar FLWS - 1 800 FLOWERS COM INC 113,158 5.66
20 Mar FLWS - 1 800 FLOWERS COM INC 54,707 5.47
20 Mar GCO - GENESCO INC 251,524 22.92
20 Mar CMCO - COLUMBUS MCKINNON CORP 50,714 17.99
19 Mar KW - Kennedy-Wilson Holdings Inc 350,960 8.56
19 Mar CNA - CNA FINANCIAL CORP 150,873 47.63
19 Mar AHH - Armada Hoffler Properties Inc 76,460 7.65
19 Mar AHH - Armada Hoffler Properties Inc 229,170 7.64
19 Mar TROX - Tronox Holdings plc 215,130 7.17
18 Mar CLVT - CLARIVATE PLC 989,024 4.17
18 Mar HD - HOME DEPOT Inc 499,884 346.66
18 Mar LVS - LAS VEGAS SANDS CORP 1,000,730 43.51
18 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 77,180 3.86
17 Mar RDDT - Reddit Inc 98,335 126.07
17 Mar PHIN - PHINIA Inc 262,260 42.78
17 Mar CVI - CVR ENERGY INC 1,594,506 18.14
17 Mar FLWS - 1 800 FLOWERS COM INC 206,038 5.89
17 Mar FLWS - 1 800 FLOWERS COM INC 60,300 6.03
17 Mar MAC - MACERICH CO 114,800 16.40
17 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 73,120 3.66
17 Mar MX - MAGNACHIP SEMICONDUCTOR Corp 73,592 3.68
17 Mar XPO - XPO Inc 199,580 106.16
14 Mar RDDT - Reddit Inc 50,198 129.71
14 Mar RDDT - Reddit Inc 50,697 131.00
14 Mar KNX - Knight-Swift Transportation Holdings Inc 226,830 45.37
14 Mar VSCO - Victoria's Secret & Co. 837,877 16.99
14 Mar VSCO - Victoria's Secret & Co. 1,348,064 16.78
14 Mar VST - Vistra Corp 190,125 126.75
14 Mar TTSH - TILE SHOP HOLDINGS Inc 116,672 5.98
14 Mar TTSH - TILE SHOP HOLDINGS Inc 84,812 6.28
14 Mar LUV - SOUTHWEST AIRLINES CO 150,150 30.03
14 Mar LUV - SOUTHWEST AIRLINES CO 99,935 30.58
14 Mar LUV - SOUTHWEST AIRLINES CO 99,955 30.68
14 Mar BATRA - Atlanta Braves Holdings Inc 115,892 41.99
14 Mar CASY - CASEYS GENERAL STORES INC 99,978 390.54
14 Mar MTH - Meritage Homes CORP 346,400 69.28
14 Mar PTLO - Portillo's Inc 929,450 12.82
14 Mar ONEW - OneWater Marine Inc 74,666 16.13
14 Mar ONEW - OneWater Marine Inc 86,634 16.13
14 Mar CLVT - CLARIVATE PLC 200,492 4.03
14 Mar BBCP - Concrete Pumping Holdings Inc 256,941 5.19
14 Mar FSBC - FIVE STAR BANCORP 75,340 28.43
14 Mar TDW - TIDEWATER INC 1,002,718 40.11
14 Mar AAON - AAON Inc 80,860 80.86
13 Mar ARES - Ares Management Corp 1,413,300 141.33
13 Mar BBY - BEST BUY CO INC 984,420 72.92
13 Mar UAN - CVR PARTNERS LP 245,643 74.80
13 Mar UAN - CVR PARTNERS LP 307,485 74.56
13 Mar UAN - CVR PARTNERS LP 293,582 74.57
13 Mar WSC - WillScot Holdings Corp 145,713 29.14
13 Mar SNBR - Sleep Number Corp 90,480 7.54
13 Mar TNL - Travel & Leisure Co. 93,314 46.66
13 Mar CRGY - Crescent Energy Co 211,400 10.57
13 Mar CRGY - Crescent Energy Co 64,260 10.71
13 Mar CE - Celanese Corp 53,290 53.29
13 Mar PTEN - PATTERSON UTI ENERGY INC 197,000 7.88
13 Mar LYB - LyondellBasell Industries N.V. 270,196 72.05
13 Mar CLAR - Clarus Corp 89,877 4.09
13 Mar ABCB - Ameris Bancorp 56,953 56.95
13 Mar ARW - ARROW ELECTRONICS Inc 197,828 104.12
13 Mar NE - Noble Corp plc 115,000 23.00
12 Mar CRMT - AMERICAS CARMART INC 1,061,643 44.00
12 Mar CRMT - AMERICAS CARMART INC 3,284,625 43.80
12 Mar CRMT - AMERICAS CARMART INC 488,359 42.47
12 Mar VSCO - Victoria's Secret & Co. 7,932,000 16.52
12 Mar VSCO - Victoria's Secret & Co. 9,389,337 17.32
12 Mar CVI - CVR ENERGY INC 2,500,743 18.01
12 Mar CVI - CVR ENERGY INC 1,620,265 18.11
12 Mar CVI - CVR ENERGY INC 1,214,235 18.15
12 Mar BLND - Blend Labs Inc 3,281,285 3.09
12 Mar FLWS - 1 800 FLOWERS COM INC 157,098 6.28
12 Mar FLWS - 1 800 FLOWERS COM INC 65,700 6.57
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 353,998 1499.99
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 104,655 1495.07
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 86,069 1509.99
12 Mar FCNCA - FIRST CITIZENS BANCSHARES INC 52,150 1490.00

* Real time Open market common equity purchases of minimum $50,000 by company insiders, applicable to current Superinvestor holdings

"You can’t believe the way that conventional wisdom invests money. They tend to rush into whatever fad has worked lately. In my opinion, a lot of them are going to get creamed."
-- Charlie Munger - Berkshire Hathaway

Superinvestor Portfolio Stats

Top 10 most owned stocks

MSFT - Microsoft Corp.
GOOGL - Alphabet Inc.
AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
V - Visa Inc.
META - Meta Platforms Inc.
BRK.B - Berkshire Hathaway CL B
UNH - United Health Group Inc.
MA - Mastercard Inc.
AAPL - Apple Inc.

Top 10 stocks by %

MSFT - Microsoft Corp.
BRK.A - Berkshire Hathaway CL A
AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
META - Meta Platforms Inc.
GOOGL - Alphabet Inc.
BRK.B - Berkshire Hathaway CL B
V - Visa Inc.
CVNA - Carvana Co.
MA - Mastercard Inc.
Top "big bets" i
Owned by at least 2 Superinvestors
Max % of portfolioOwnership count
CVNA - Carvana Co. 75.53% 3
BRK.A - Berkshire Hathaway CL A 75.42% 14
AMR - Alpha Metallurgical Resources Inc. 38.47% 2
HCC - Warrior Met Coal Inc. 36.48% 2
FICO - Fair Isaac Corp. 34.39% 4
EQH - Equitable Holdings Inc. 30.40% 4
BAC - Bank of America Corp. 29.31% 14
MSFT - Microsoft Corp. 28.55% 33
AAPL - Apple Inc. 28.12% 16
GRBK - Green Brick Partners 27.51% 2
Top 10 buys last qtr  ( Q1 2025 ) i
Based on 1 out of 79 SuperInvestor filings so far
MRP - Millrose Properties
LEN - Lennar Corp.
NOV - Nov Inc.
TOL - Toll Brothers
GM - General Motors
DHI - D.R. Horton
AVT - Avnet Inc.
ARW - Arrow Electronics
STLA - Stellantis N.V.
RHI - Robert Half International

Top 10 buys last qtr by %

MRP - Millrose Properties
LEN - Lennar Corp.
NOV - Nov Inc.
TOL - Toll Brothers
GM - General Motors
DHI - D.R. Horton
AVT - Avnet Inc.
ARW - Arrow Electronics
STLA - Stellantis N.V.
RHI - Robert Half International

Top 10 buys last 2 qtrs

MSFT - Microsoft Corp.
FERG - Ferguson Enterprises Inc.
EFX - Equifax Inc.
BRK.B - Berkshire Hathaway CL B
PDD - Pinduoduo Inc.
CVS - CVS Health Corp.
CSGP - CoStar Group Inc.
FLUT - Flutter Entertainment Plc
TSM - Taiwan Semiconductor S.A.
UNH - United Health Group Inc.

Top 10 buys last 2 qtrs by %

HCC - Warrior Met Coal Inc.
PDD - Pinduoduo Inc.
CVS - CVS Health Corp.
CSGP - CoStar Group Inc.
OSK - Oshkosh Corp.
KHC - Kraft Heinz Co.
EL - Estee Lauder Cos.
COF - Capital One Financial
DAR - Darling Ingredients Inc.
LLY - Eli Lilly & Co.
5% or greater holdings near 52 week low
% above 52 week low
MSFT - Microsoft Corp. 0.10
GOOG - Alphabet Inc. CL C 0.14
GOOGL - Alphabet Inc. 0.15
TMO - Thermo Fisher Scientific 0.16
IQV - IQVIA Holdings Inc. 0.25
DHR - Danaher Corp. 0.31
OGN - Organon & Co. 0.38
GPN - Global Payments Inc. 0.45
DIS - Walt Disney Co. 0.54
WEN - Wendy's Co. 0.61
CLVT - Clarivate Plc 0.89
STR - Sitio Royalties Corp A 0.99
CMG - Chipotle Mexican Grill Inc. 1.09
MU - Micron Technology Inc. 1.35
MRK - Merck & Co. 1.39
SNX - SYNNEX Corp. 1.43
AMG - Affiliated Managers Group 1.49
INTU - Intuit Inc. 1.50
IEP - Icahn Enterprises 1.85
KW - Kennedy-Wilson Holdings Inc. 1.86

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
TKO - TKO Group Holdings Inc 85 304,416,572
TTSH - TILE SHOP HOLDINGS Inc 75 10,832,360
FLWS - 1 800 FLOWERS COM INC 61 30,324,767
JELD - JELD-WEN Holding Inc 51 6,780,073
TPIC - TPI COMPOSITES INC 27 13,229,411
TPL - Texas Pacific Land Corp 27 35,960
MTDR - Matador Resources Co 25 1,582,344
PBF - PBF Energy Inc 21 40,912,545
FCNCA - FIRST CITIZENS BANCSHARES INC 14 856,468
UAN - CVR PARTNERS LP 13 2,455,553
RBLX - Roblox Corp 12 1,266
HCA - HCA Healthcare Inc 12 85,551
CVI - CVR ENERGY INC 12 33,363,057
TRS - TRIMAS CORP 11 22,265,518
KRO - KRONOS WORLDWIDE INC 11 111,511
SPG - SIMON PROPERTY GROUP INC 11 415,627
SAIC - Science Applications International Corp 10 713,901
CMCO - COLUMBUS MCKINNON CORP 10 1,024,811
EVH - Evolent Health Inc 10 1,246,291
EL - ESTEE LAUDER COMPANIES INC 10 8,727,759
AMRC - Ameresco Inc 9 1,342,852
BATRA - Atlanta Braves Holdings Inc 9 3,615,069
AHH - Armada Hoffler Properties Inc 8 782,747
BZH - BEAZER HOMES USA INC 8 1,349,714
VSCO - Victoria's Secret & Co. 8 37,810,701
TALK - Talkspace Inc 7 326,533
LUCK - Lucky Strike Entertainment Corp 7 65,161
QRHC - Quest Resource Holding Corp 6 120,090
FG - F&G Annuities & Life Inc 6 152,624,062
NCMI - National CineMedia Inc 6 2,480,626
CE - Celanese Corp 5 697,469
RLI - RLI CORP 5 949,974
CW - CURTISS WRIGHT CORP 5 49,267
SM - SM Energy Co 5 418,775
GO - Grocery Outlet Holding Corp 5 2,651,090