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Superinvestor Portfolio Updates RSS Feed

  • Howard Marks - Oaktree Capital Management Updated 19 May 2026
  • Duan Yongping - H&H International Investment Updated 19 May 2026
  • Nelson Peltz - Trian Fund Management Updated 15 May 2026
  • Lee Ainslie - Maverick Capital Updated 15 May 2026
  • Viking Global Investors Updated 15 May 2026
  • ValueAct Capital Updated 15 May 2026
  • Li Lu - Himalaya Capital Management Updated 15 May 2026
  • David Einhorn - Greenlight Capital Updated 15 May 2026
  • Carl Icahn - Icahn Capital Management Updated 15 May 2026
  • Bruce Berkowitz - Fairholme Capital Updated 15 May 2026
  • Bill Nygren - Oakmark Funds Updated 15 May 2026
  • Bill & Melinda Gates Foundation Trust Updated 15 May 2026
  • Bill Ackman - Pershing Square Capital Management Updated 15 May 2026
  • Norbert Lou - Punch Card Management Updated 15 May 2026
  • Henry Ellenbogen - Durable Capital Partners Updated 15 May 2026
  • Christopher Bloomstran - Semper Augustus Updated 15 May 2026
  • Mason Hawkins - Southeastern Asset Management Updated 15 May 2026
  • Glenn Greenberg - Brave Warrior Advisors Updated 15 May 2026
  • Daniel Loeb - Third Point Updated 15 May 2026
  • Warren Buffett - Berkshire Hathaway Updated 15 May 2026
  • Stephen Mandel - Lone Pine Capital Updated 15 May 2026
  • Alex Roepers - Atlantic Investment Management Updated 15 May 2026
  • Valley Forge Capital Management Updated 15 May 2026
  • David Rolfe - Wedgewood Partners Updated 15 May 2026
  • David Tepper - Appaloosa Management Updated 15 May 2026
  • Chase Coleman - Tiger Global Management Updated 15 May 2026
  • Glenn Welling - Engaged Capital Updated 15 May 2026
  • Clifford Sosin - CAS Investment Partners Updated 15 May 2026
  • AltaRock Partners Updated 15 May 2026
  • Francois Rochon - Giverny Capital Updated 15 May 2026
  • Leon Cooperman Updated 15 May 2026
  • Bryan Lawrence - Oakcliff Capital Updated 15 May 2026
  • Bill Miller - Miller Value Partners Updated 15 May 2026
  • Pat Dorsey - Dorsey Asset Management Updated 15 May 2026
  • Chris Hohn - TCI Fund Management Updated 15 May 2026
  • AKO Capital Updated 15 May 2026
  • Terry Smith - Fundsmith Updated 15 May 2026
  • Prem Watsa - Fairfax Financial Holdings Updated 15 May 2026
  • Hillman Capital Management Updated 15 May 2026
  • Triple Frond Partners Updated 15 May 2026
  • Tom Bancroft - Makaira Partners Updated 15 May 2026
  • Ruane Cunniff LP Updated 15 May 2026
  • Greg Alexander - Conifer Management Updated 15 May 2026
  • John Rogers - Ariel Investments Updated 14 May 2026
  • David Abrams - Abrams Capital Management Updated 14 May 2026
  • Chuck Akre - Akre Capital Management Updated 14 May 2026
  • First Eagle Investment Management Updated 14 May 2026
  • Seth Klarman - Baupost Group Updated 14 May 2026
  • Dennis Hong - ShawSpring Partners Updated 14 May 2026
  • Sarah Ketterer - Causeway Capital Management Updated 14 May 2026
  • Wallace Weitz - Weitz Investment Management Updated 14 May 2026
  • Dodge & Cox Funds Updated 14 May 2026
  • Francis Chou - Chou Associates Updated 14 May 2026
  • Samantha McLemore - Patient Capital Management Updated 14 May 2026
  • Polen Capital Management Updated 14 May 2026
  • Mohnish Pabrai - Pabrai Investments Updated 14 May 2026
  • First Pacific Advisors Updated 14 May 2026
  • Mairs & Power Funds Updated 14 May 2026
  • Third Avenue Management Updated 13 May 2026
  • John Armitage - Egerton Capital Updated 13 May 2026
  • Thomas Russo - Gardner Russo & Quinn Updated 13 May 2026
  • Vulcan Value Partners Updated 11 May 2026
  • Robert Vinall - RV Capital GmbH Updated 11 May 2026
  • Josh Tarasoff - Greenlea Lane Capital Updated 11 May 2026
  • Kahn Brothers Group Updated 08 May 2026
  • Harry Burn - Sound Shore Updated 07 May 2026
  • William Von Mueffling - Cantillon Capital Management Updated 07 May 2026
  • Christopher Davis - Davis Advisors Updated 07 May 2026
  • Tweedy Browne Updated 06 May 2026
  • Jensen Investment Management Updated 05 May 2026
  • Thomas Gayner - Markel Group Updated 01 May 2026
  • Torray Funds Updated 01 May 2026
  • Yacktman Asset Management Updated 01 May 2026
  • Lindsell Train Updated 24 Apr 2026
  • Richard Pzena - Pzena Investment Management Updated 24 Apr 2026
  • David Katz - Matrix Asset Advisors Updated 22 Apr 2026
  • Robert Olstein - Olstein Capital Management Updated 21 Apr 2026
  • Guy Spier - Aquamarine Capital Updated 17 Apr 2026
  • Greenhaven Associates Updated 06 Apr 2026
  • Michael Burry - Scion Asset Management Updated 03 Nov 2025

Currently tracking portfolios of 80 Superinvestors.

Latest significant* insider buys of Superinvestor holdings

Date Filed Stock Total Value $ Price $
Today RLI - RLI CORP 106,840 53.42
Today AEBI - Aebi Schmidt Holding AG 56,550 11.31
Today AEBI - Aebi Schmidt Holding AG 58,400 11.68
Today AEBI - Aebi Schmidt Holding AG 74,165 11.41
Today VITL - Vital Farms Inc 50,008 8.13
Today ELAN - Elanco Animal Health Inc 99,939 20.35
Today ELAN - Elanco Animal Health Inc 99,843 20.08
Today MRP - Millrose Properties Inc 121,342 26.96
Today CDLX - Cardlytics Inc 97,350 0.65
Today HGTY - Hagerty Inc 99,370 10.46
Today NCLH - Norwegian Cruise Line Holdings Ltd. 149,100 14.91
Today NCLH - Norwegian Cruise Line Holdings Ltd. 76,250 15.25
Today CDW - CDW Corp 499,398 103.40
Today CTEV - Claritev Corp 160,000 16.00
Today CTEV - Claritev Corp 125,582 12.92
Today CTEV - Claritev Corp 133,056 11.88
Today TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 69,830 69.83
Today TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 69,980 69.98
18 May GSHD - Goosehead Insurance Inc 207,500 41.50
18 May BETR - Better Home & Finance Holding Co 82,358 24.71
18 May BETR - Better Home & Finance Holding Co 162,750 25.00
18 May BETR - Better Home & Finance Holding Co 96,486 24.74
18 May ICFI - ICF International Inc 246,334 61.58
18 May ICFI - ICF International Inc 244,800 61.20
18 May DINO - HF Sinclair Corp 1,036,650 69.11
18 May SHAK - Shake Shack Inc 494,404 60.37
18 May SHAK - Shake Shack Inc 61,296 61.30
18 May SHAK - Shake Shack Inc 61,320 61.32
18 May SHAK - Shake Shack Inc 249,866 61.42
18 May SHAK - Shake Shack Inc 301,940 60.39
18 May SHAK - Shake Shack Inc 1,996,215 61.88
18 May VITL - Vital Farms Inc 51,120 8.52
18 May VITL - Vital Farms Inc 99,872 8.00
18 May AMRZ - Amrize Ltd 343,840 49.12
18 May AMRZ - Amrize Ltd 666,691 49.69
18 May AMRZ - Amrize Ltd 397,040 49.63
18 May CHTR - CHARTER COMMUNICATIONS Inc 1,399,308 140.93
18 May NOMD - Nomad Foods Ltd 143,069 9.71
18 May NOMD - Nomad Foods Ltd 1,468,860 9.79
18 May TKO - TKO Group Holdings Inc 854,370 189.86
18 May TKO - TKO Group Holdings Inc 133,427 190.61
18 May MSCI - MSCI Inc 631,091 562.47
18 May MSCI - MSCI Inc 134,467 560.28
18 May MSCI - MSCI Inc 67,128 559.40
18 May MSCI - MSCI Inc 450,712 563.39
18 May MSCI - MSCI Inc 225,768 564.42
18 May MSCI - MSCI Inc 695,211 561.56
18 May FLS - FLOWSERVE CORP 164,275 65.71
18 May SMPL - Simply Good Foods Co 117,782 11.78
18 May J - JACOBS SOLUTIONS Inc 400,035 111.09
15 May RLYB - Rallybio Corp 56,315 13.80
15 May RLYB - Rallybio Corp 1,052,492 14.00
15 May AMR - Alpha Metallurgical Resources Inc 108,204 184.02
15 May AMR - Alpha Metallurgical Resources Inc 109,098 183.05
15 May AMR - Alpha Metallurgical Resources Inc 661,920 189.12
15 May AMR - Alpha Metallurgical Resources Inc 834,697 191.05
15 May AMR - Alpha Metallurgical Resources Inc 700,475 190.45
15 May AMR - Alpha Metallurgical Resources Inc 105,337 187.10
15 May AMR - Alpha Metallurgical Resources Inc 168,663 185.14
15 May AMR - Alpha Metallurgical Resources Inc 132,639 188.14
15 May KBR - KBR Inc 92,310 30.77
15 May RHLD - Resolute Holdings Management Inc 99,990 108.52
15 May KBR - KBR Inc 256,275 30.60
15 May GPGI - GPGI Inc 100,031 12.34
15 May GPGI - GPGI Inc 50,320 12.58
15 May WGS - GeneDx Holdings Corp 2,071,569 39.92
15 May WGS - GeneDx Holdings Corp 3,443,222 39.08
15 May WGS - GeneDx Holdings Corp 3,651,953 38.82
15 May WGS - GeneDx Holdings Corp 2,798,031 39.45
15 May WGS - GeneDx Holdings Corp 1,049,178 38.28
15 May WGS - GeneDx Holdings Corp 751,393 39.83
15 May GSHD - Goosehead Insurance Inc 99,375 37.50
15 May GSHD - Goosehead Insurance Inc 184,450 36.89
15 May NOMD - Nomad Foods Ltd 912,690 9.13
15 May EQPT - EquipmentShare.com Inc 242,200 24.22
15 May FLS - FLOWSERVE CORP 67,340 67.34
15 May ONON - On Holding AG 1,869,056 36.75
15 May ONON - On Holding AG 329,046 35.97
15 May ONON - On Holding AG 328,937 35.97
15 May ONON - On Holding AG 1,869,161 36.75
14 May GPGI - GPGI Inc 50,515 12.87
14 May UA - Under Armour Inc 2,190,719 4.99
14 May UA - Under Armour Inc 3,677,860 4.97
14 May JKHY - JACK HENRY & ASSOCIATES INC 266,840 133.42
14 May JKHY - JACK HENRY & ASSOCIATES INC 50,295 134.12
14 May ECL - ECOLAB Inc 250,650 250.65
14 May IIIV - i3 Verticals Inc 961,500 19.23
14 May POOL - POOL CORP 1,759,471 175.95
14 May FCN - FTI CONSULTING INC 345,696 144.04
14 May FCN - FTI CONSULTING INC 483,821 144.77
14 May FCN - FTI CONSULTING INC 957,886 143.87
14 May FCN - FTI CONSULTING INC 289,180 144.59
14 May ADMA - ADMA BIOLOGICS Inc 100,125 8.01
13 May RLYB - Rallybio Corp 278,600 14.00
13 May RLYB - Rallybio Corp 350,000 14.00
13 May RLYB - Rallybio Corp 71,392 14.00
13 May BLND - Blend Labs Inc 365,886 1.41
13 May BLND - Blend Labs Inc 1,866,533 1.44
13 May BLND - Blend Labs Inc 557,171 1.41
13 May SMRT - SmartRent Inc 117,850 1.18
13 May NOMD - Nomad Foods Ltd 1,846,960 9.23
13 May NOMD - Nomad Foods Ltd 4,785,450 9.57
13 May ITIC - INVESTORS TITLE CO 124,278 231.00
13 May ZTS - Zoetis Inc 501,344 75.39
13 May ZTS - Zoetis Inc 151,750 75.88
13 May TKO - TKO Group Holdings Inc 1,285,842 185.36
13 May TKO - TKO Group Holdings Inc 714,033 184.60
13 May TKO - TKO Group Holdings Inc 1,112,400 185.40
13 May TKO - TKO Group Holdings Inc 887,468 184.62
13 May TKO - TKO Group Holdings Inc 313,743 184.99
13 May TKO - TKO Group Holdings Inc 186,210 186.21
13 May APPN - APPIAN CORP 99,859 19.13
13 May GEHC - GE HealthCare Technologies Inc 100,365 62.03
13 May NSIT - INSIGHT ENTERPRISES INC 199,814 87.26
13 May STGW - Stagwell Inc 117,600 5.88
13 May ABR - ARBOR REALTY TRUST INC 60,466 6.84
13 May KHC - Kraft Heinz Co 4,999,808 23.46
13 May RGR - STURM RUGER & CO INC 190,000 38.00
13 May MMSI - MERIT MEDICAL SYSTEMS INC 99,186 61.00
13 May FLUT - Flutter Entertainment plc 99,686 98.41
13 May FLUT - Flutter Entertainment plc 151,901 94.29
13 May MRP - Millrose Properties Inc 5,325,840 27.31
13 May MRP - Millrose Properties Inc 1,092,480 27.31
13 May WCN - Waste Connections Inc 7,611,750 152.24
13 May FOUR - Shift4 Payments Inc 8,094,834 41.41
13 May FOUR - Shift4 Payments Inc 7,848,268 40.66
12 May FCNCA - FIRST CITIZENS BANCSHARES INC 10,257,311 1726.82
12 May ZTS - Zoetis Inc 233,273 77.76
12 May IBP - Installed Building Products Inc 97,952 206.22
12 May IBP - Installed Building Products Inc 97,734 214.80
12 May IBP - Installed Building Products Inc 165,260 206.06
12 May IBP - Installed Building Products Inc 106,642 205.08
12 May IBP - Installed Building Products Inc 149,737 209.13
12 May PTLO - Portillo's Inc 300,306 4.28
12 May LILA - Liberty Latin America Ltd. 161,490 8.07
12 May ADMA - ADMA BIOLOGICS Inc 100,125 8.01
12 May BSM - Black Stone Minerals L.P. 336,855 13.47
12 May BSM - Black Stone Minerals L.P. 314,372 13.32
12 May BSM - Black Stone Minerals L.P. 258,108 13.48
12 May ADT - ADT Inc 50,625 6.75
12 May ETN - Eaton Corp plc 300,108 402.29
12 May ETN - Eaton Corp plc 90,089 419.02
12 May ADT - ADT Inc 50,080 6.88
12 May ADT - ADT Inc 250,412 6.87
12 May POOL - POOL CORP 99,981 190.44
12 May HSIC - HENRY SCHEIN INC 691,900 69.19
12 May NCLH - Norwegian Cruise Line Holdings Ltd. 248,100 16.54
12 May APTV - Aptiv PLC 352,153 57.73
12 May FLUT - Flutter Entertainment plc 150,000 102.78
12 May FLUT - Flutter Entertainment plc 51,000 102.00

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

"Gold gets dug out of the ground. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it. It has no utility. Anyone watching from Mars would be scratching their head."
-- Warren Buffett

Superinvestor Portfolio Stats

Top 10 most owned stocks

GOOGL - Alphabet Inc.
MSFT - Microsoft Corp.
GOOG - Alphabet Inc. CL C
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
V - Visa Inc.
BRK.B - Berkshire Hathaway CL B
TSM - Taiwan Semiconductor S.A.
AAPL - Apple Inc.
DIS - Walt Disney Co.
▾

Top 10 stocks by %

AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
GOOGL - Alphabet Inc.
BRK.B - Berkshire Hathaway CL B
MSFT - Microsoft Corp.
BRK.A - Berkshire Hathaway CL A
META - Meta Platforms Inc.
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. 81.67% 7
GPI - Group 1 Automotive 47.66% 2
MOH - Molina Healthcare Inc. 43.49% 4
HCC - Warrior Met Coal Inc. 39.89% 2
BRK.A - Berkshire Hathaway CL A 38.47% 16
AMZN - Amazon.com Inc. 38.20% 33
AAPL - Apple Inc. 36.72% 22
BRK.B - Berkshire Hathaway CL B 34.57% 24
LULU - Lululemon Athletica Inc. 32.35% 4
IBKR - Interactive Brokers Group Inc. 30.50% 5
▾
Top 10 buys last qtr  ( Q1 2026 ) i
Based on 78 out of 80 SuperInvestor filings so far
MSFT - Microsoft Corp.
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
V - Visa Inc.
DIS - Walt Disney Co.
SUNB - Sunbelt Rentals Holdings Inc
UBER - Uber Technologies Inc.
BRK.B - Berkshire Hathaway CL B
ADBE - Adobe Inc.
FISV - Fiserv Inc.
▾

Top 10 buys last qtr by %

SUNB - Sunbelt Rentals Holdings Inc
AMZN - Amazon.com Inc.
MSFT - Microsoft Corp.
AZN - AstraZeneca PLC
V - Visa Inc.
ICLR - ICON plc
UBER - Uber Technologies Inc.
NVDA - NVIDIA Corp.
APP - Applovin Corp.
GOOG - Alphabet Inc. CL C
▾

Top 10 buys last 2 qtrs

MSFT - Microsoft Corp.
AMZN - Amazon.com Inc.
META - Meta Platforms Inc.
V - Visa Inc.
DIS - Walt Disney Co.
FISV - Fiserv Inc.
GOOG - Alphabet Inc. CL C
UBER - Uber Technologies Inc.
ADBE - Adobe Inc.
NVDA - NVIDIA Corp.
▾

Top 10 buys last 2 qtrs by %

AMZN - Amazon.com Inc.
SUNB - Sunbelt Rentals Holdings Inc
META - Meta Platforms Inc.
MSFT - Microsoft Corp.
V - Visa Inc.
NVDA - NVIDIA Corp.
GOOG - Alphabet Inc. CL C
RKT - Rocket Companies Inc.
AZN - AstraZeneca PLC
UBER - Uber Technologies Inc.
▾
5% or greater holdings near 52 week low
% above 52 week low
TRUP - Trupanion Inc. 0.73
SGI - Somnigroup International Inc. 0.80
LULU - Lululemon Athletica Inc. 0.98
CPNG - Coupang Inc. 0.99
BCC - Boise Cascade Company 1.07
AN - AutoNation Inc. 1.33
TRU - TransUnion 1.46
VST - Vistra Corp. 1.55
HHH - Howard Hughes Holdings Inc. 1.62
APTV - Aptiv PLC 1.72
LEN - Lennar Corp. 2.24
RYN - Rayonier Inc. 2.46
PTLO - Portillo's Inc Cl A 2.58
MTD - Mettler-Toledo International Inc. 2.71
BKNG - Booking Holdings Inc. 2.83
VMC - Vulcan Materials 2.93
ABG - Asbury Automotive Group Inc. 3.19
PDD - Pinduoduo Inc. 3.76
DHR - Danaher Corp. 3.80
SGOV - Ishares 0 3 Month Treasury B 3.99
▾

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 52 1,022,887
SWZ - Total Return Securities Fund 33 815,841
AMR - Alpha Metallurgical Resources Inc 32 13,368,905
WGS - GeneDx Holdings Corp 29 74,032,166
MESO - MESOBLAST LTD 24 30,008,171
IBP - Installed Building Products Inc 17 844,194
WRB - BERKLEY W R CORP 16 115,365,210
GO - Grocery Outlet Holding Corp 15 7,923,060
AMRZ - Amrize Ltd 15 5,975,913
SRAD - Sportradar Group AG 13 11,349,413
NSP - INSPERITY Inc 11 7,814,505
VITL - Vital Farms Inc 11 541,756
RLYB - Rallybio Corp 11 4,002,700
SONO - Sonos Inc 10 25,168,850
IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 10 11,968,590
SPG - SIMON PROPERTY GROUP Inc 10 413,000
POOL - POOL CORP 10 7,673,698
THRY - Thryv Holdings Inc 9 6,220,702
LOAR - Loar Holdings Inc 9 11,327,674
KLTR - KALTURA INC 9 286,295
BLCO - Bausch & Lomb Corp 9 1,224,097
CTEV - Claritev Corp 9 1,377,710
SHAK - Shake Shack Inc 9 3,232,567
TKO - TKO Group Holdings Inc 8 5,487,493
MSCI - MSCI Inc 8 4,249,147
FLUT - Flutter Entertainment plc 8 1,045,576
ENOV - Enovis CORP 8 145,915
DIN - Dine Brands Global Inc 8 217,560
GEHC - GE HealthCare Technologies Inc 7 5,781,336
TPC - TUTOR PERINI CORP 7 2,556,375
MRP - Millrose Properties Inc 7 6,647,147
LAW - CS Disco Inc 7 3,668,948
ALTG - ALTA EQUIPMENT GROUP Inc 7 519,262
ARE - ALEXANDRIA REAL ESTATE EQUITIES Inc 7 1,221,673
AXP - AMERICAN EXPRESS CO 7 4,053
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