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Superinvestor Portfolio Updates RSS Feed

  • David Katz - Matrix Asset Advisors Updated 13 Oct 2026
  • First Eagle Investment Management Updated 24 Aug 2026
  • Muhlenkamp Updated 18 Aug 2026
  • AltaRock Partners Updated 17 Aug 2026
  • Kahn Brothers Group Updated 17 Aug 2026
  • Viking Global Investors Updated 14 Aug 2026
  • Mason Hawkins - Southeastern Asset Management Updated 14 Aug 2026
  • Glenn Greenberg - Brave Warrior Advisors Updated 14 Aug 2026
  • Bill Ackman - Pershing Square Capital Management Updated 14 Aug 2026
  • Daniel Loeb - Third Point Updated 14 Aug 2026
  • Stephen Mandel - Lone Pine Capital Updated 14 Aug 2026
  • Valley Forge Capital Management Updated 14 Aug 2026
  • Alex Roepers - Atlantic Investment Management Updated 14 Aug 2026
  • David Rolfe - Wedgewood Partners Updated 14 Aug 2026
  • David Tepper - Appaloosa Management Updated 14 Aug 2026
  • Bill Miller - Miller Value Partners Updated 14 Aug 2026
  • Duan Yongping - H&H International Investment Updated 14 Aug 2026
  • Christopher Bloomstran - Semper Augustus Updated 14 Aug 2026
  • Abrams Bison Investments Updated 14 Aug 2026
  • ValueAct Capital Updated 14 Aug 2026
  • Lee Ainslie - Maverick Capital Updated 14 Aug 2026
  • David Einhorn - Greenlight Capital Updated 14 Aug 2026
  • Chuck Akre - Akre Capital Management Updated 14 Aug 2026
  • Henry Ellenbogen - Durable Capital Partners Updated 14 Aug 2026
  • Carl Icahn - Icahn Capital Management Updated 14 Aug 2026
  • Bill & Melinda Gates Foundation Trust Updated 14 Aug 2026
  • Norbert Lou - Punch Card Management Updated 14 Aug 2026
  • Bill Nygren - Oakmark Funds Updated 14 Aug 2026
  • Bruce Berkowitz - Fairholme Capital Updated 14 Aug 2026
  • Warren Buffett - Berkshire Hathaway Updated 14 Aug 2026
  • Li Lu - Himalaya Capital Management Updated 14 Aug 2026
  • Glenn Welling - Engaged Capital Updated 14 Aug 2026
  • Chase Coleman - Tiger Global Management Updated 14 Aug 2026
  • First Pacific Advisors Updated 14 Aug 2026
  • Clifford Sosin - CAS Investment Partners Updated 14 Aug 2026
  • Francois Rochon - Giverny Capital Updated 14 Aug 2026
  • John Rogers - Ariel Investments Updated 14 Aug 2026
  • Dennis Hong - ShawSpring Partners Updated 14 Aug 2026
  • Chris Hohn - TCI Fund Management Updated 14 Aug 2026
  • Pat Dorsey - Dorsey Asset Management Updated 14 Aug 2026
  • Hillman Capital Management Updated 14 Aug 2026
  • Arnold Van Den Berg - Century Management Updated 14 Aug 2026
  • Mairs & Power Funds Updated 14 Aug 2026
  • Leon Cooperman Updated 14 Aug 2026
  • Robert Vinall - RV Capital GmbH Updated 14 Aug 2026
  • Josh Tarasoff - Greenlea Lane Capital Updated 14 Aug 2026
  • Terry Smith - Fundsmith Updated 14 Aug 2026
  • Prem Watsa - Fairfax Financial Holdings Updated 14 Aug 2026
  • Howard Marks - Oaktree Capital Management Updated 14 Aug 2026
  • Ruane Cunniff LP Updated 14 Aug 2026
  • Greg Alexander - Conifer Management Updated 13 Aug 2026
  • Dodge & Cox Funds Updated 13 Aug 2026
  • Seth Klarman - Baupost Group Updated 13 Aug 2026
  • Samantha McLemore - Patient Capital Management Updated 13 Aug 2026
  • David Abrams - Abrams Capital Management Updated 13 Aug 2026
  • Triple Frond Partners Updated 13 Aug 2026
  • Sarah Ketterer - Causeway Capital Management Updated 13 Aug 2026
  • Thomas Russo - Gardner Russo & Quinn Updated 13 Aug 2026
  • Bryan Lawrence - Oakcliff Capital Updated 13 Aug 2026
  • Mohnish Pabrai - Pabrai Investments Updated 13 Aug 2026
  • Nelson Peltz - Trian Fund Management Updated 12 Aug 2026
  • Wallace Weitz - Weitz Investment Management Updated 12 Aug 2026
  • Third Avenue Management Updated 12 Aug 2026
  • Harry Burn - Sound Shore Updated 12 Aug 2026
  • Francis Chou - Chou Associates Updated 12 Aug 2026
  • AKO Capital Updated 12 Aug 2026
  • Yacktman Asset Management Updated 11 Aug 2026
  • Christopher Davis - Davis Advisors Updated 11 Aug 2026
  • Vulcan Value Partners Updated 10 Aug 2026
  • Tweedy Browne Updated 07 Aug 2026
  • Richard Pzena - Pzena Investment Management Updated 07 Aug 2026
  • Jensen Investment Management Updated 07 Aug 2026
  • Steven Check - Check Capital Management Updated 05 Aug 2026
  • Polen Capital Management Updated 04 Aug 2026
  • Thomas Gayner - Markel Group Updated 31 Jul 2026
  • Torray Funds Updated 30 Jul 2026
  • William Von Mueffling - Cantillon Capital Management Updated 29 Jul 2026
  • Greenhaven Associates Updated 28 Jul 2026
  • John Armitage - Egerton Capital Updated 21 Jul 2026
  • Lindsell Train Updated 15 Jul 2026
  • Guy Spier - Aquamarine Capital Updated 10 Jul 2026
  • Tom Bancroft - Makaira Partners Updated 15 May 2026
  • Michael Burry - Scion Asset Management Updated 03 Nov 2025

Currently tracking portfolios of 83 Superinvestors.

Latest significant* insider buys of Superinvestor holdings

Date Filed Stock Total Value $ Price $
Today CRBG - Corebridge Financial Inc 4,026,974 32.80
Today CRBG - Corebridge Financial Inc 927,675 34.38
Today CRBG - Corebridge Financial Inc 12,121,553 33.57
Today APLD - Applied Digital Corp 1,006,686 18.04
Today APLD - Applied Digital Corp 5,658,000 18.86
16 Oct CRBG - Corebridge Financial Inc 20,487,096 34.03
16 Oct FIS - Fidelity National Information Services Inc 57,694 36.40
16 Oct PEP - PEPSICO INC 10,840,558 128.28
16 Oct PEP - PEPSICO INC 5,782,221 128.28
16 Oct PEP - PEPSICO INC 1,281,389 128.28
15 Oct CRBG - Corebridge Financial Inc 8,801,941 34.68
14 Oct INBX - Inhibrx Biosciences Inc 208,333 85.00
14 Oct INBX - Inhibrx Biosciences Inc 207,655 84.07
14 Oct INBX - Inhibrx Biosciences Inc 205,889 84.07
14 Oct INBX - Inhibrx Biosciences Inc 209,948 85.00
14 Oct DOLE - Dole plc 75,721 13.28
14 Oct CRBG - Corebridge Financial Inc 4,938,652 34.49
14 Oct CRBG - Corebridge Financial Inc 11,473,645 34.07
13 Oct CRBG - Corebridge Financial Inc 8,958,804 34.30
09 Oct CRBG - Corebridge Financial Inc 20,880,079 34.40
08 Oct CRBG - Corebridge Financial Inc 4,099,102 35.23
08 Oct FUL - FULLER H B CO 500,000 50.00
07 Oct CRBG - Corebridge Financial Inc 2,283,648 34.75
06 Oct PSUS - Pershing Square USA Ltd. 4,524,003 37.45
06 Oct PSUS - Pershing Square USA Ltd. 2,183,760 37.87
06 Oct PSUS - Pershing Square USA Ltd. 2,907,452 37.21
06 Oct HRL - HORMEL FOODS CORP 201,000 20.10
06 Oct CRBG - Corebridge Financial Inc 6,414,045 34.27
05 Oct LEN - LENNAR CORP 1,654,380 81.90
05 Oct LEN - LENNAR CORP 15,232,287 81.46
05 Oct LEN - LENNAR CORP 7,479,313 80.57
05 Oct LEN - LENNAR CORP 297,545 78.26
05 Oct LEN - LENNAR CORP 191,084 77.93
05 Oct LEN - LENNAR CORP 176,605 77.12
05 Oct LEN - LENNAR CORP 404,484 78.77
05 Oct LEN - LENNAR CORP 27,071,964 79.03
05 Oct LEN - LENNAR CORP 3,594,502 81.14
05 Oct LEN - LENNAR CORP 67,453,950 80.04
05 Oct LEN - LENNAR CORP 75,534 79.51
05 Oct LEN - LENNAR CORP 35,118,616 78.37
05 Oct LEN - LENNAR CORP 33,852,327 79.49
05 Oct CRBG - Corebridge Financial Inc 4,001,420 33.45
05 Oct CRBG - Corebridge Financial Inc 5,001,053 32.78
02 Oct CRBG - Corebridge Financial Inc 11,716,077 33.65
01 Oct ORCL - ORACLE CORP 3,483,800 139.35
01 Oct DKS - DICK'S SPORTING GOODS Inc 499,869 136.39
01 Oct PCG - PG&E Corp 91,500 12.20
01 Oct CRBG - Corebridge Financial Inc 7,300,934 33.67
01 Oct LILA - Liberty Latin America Ltd. 168,032 8.40
01 Oct SPG - SIMON PROPERTY GROUP Inc 70,973 202.78
01 Oct SPG - SIMON PROPERTY GROUP Inc 97,334 202.78
01 Oct SPG - SIMON PROPERTY GROUP Inc 74,420 202.78
01 Oct FUL - FULLER H B CO 99,250 49.62
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 4,019,859 243.42
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,997,607 244.61
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,522,748 239.37
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 759,519 241.04
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 2,965,922 240.31
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,298,670 242.65
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 508,440 238.37
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 254,904 245.10
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 6,934,960 240.87
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 8,414,173 243.23
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 632,954 246.19
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 8,345,119 242.27
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,489,840 239.52
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,060,535 236.48
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,026,926 241.69
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 782,962 237.84
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 664,722 235.63
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 238,066 242.92
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 124,892 238.80
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 78,035 243.86
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 402,665 240.83
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 57,581 250.35
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,769,876 244.13
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,002,611 249.53
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 233,930 248.33
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 4,728,398 245.54
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 1,915,109 247.40
30 Sep GPI - GROUP 1 AUTOMOTIVE INC 3,008,121 239.50
30 Sep LEN - LENNAR CORP 52,120,753 81.59
30 Sep LEN - LENNAR CORP 320,560 79.98
30 Sep LEN - LENNAR CORP 1,007,084 81.95
30 Sep LEN - LENNAR CORP 426,192 81.96
30 Sep CRBG - Corebridge Financial Inc 25,122,558 34.10
30 Sep CRBG - Corebridge Financial Inc 2,397,059 34.76
30 Sep KOD - Kodiak Sciences Inc 1,710,707 85.40
30 Sep KOD - Kodiak Sciences Inc 874,517 84.24
30 Sep KOD - Kodiak Sciences Inc 121,614 85.89
30 Sep KOD - Kodiak Sciences Inc 102,057 85.40
30 Sep KOD - Kodiak Sciences Inc 52,146 84.24
30 Sep KOD - Kodiak Sciences Inc 17,666,310 89.86
30 Sep KOD - Kodiak Sciences Inc 9,553,557 88.65
30 Sep KOD - Kodiak Sciences Inc 8,729,262 88.57
30 Sep KOD - Kodiak Sciences Inc 7,407,798 89.60
30 Sep KOD - Kodiak Sciences Inc 6,578,389 87.51
30 Sep KOD - Kodiak Sciences Inc 5,524,214 86.94
30 Sep KOD - Kodiak Sciences Inc 1,392,153 86.81
30 Sep KOD - Kodiak Sciences Inc 1,053,915 89.86
30 Sep KOD - Kodiak Sciences Inc 569,816 88.65
30 Sep KOD - Kodiak Sciences Inc 520,775 88.57
30 Sep KOD - Kodiak Sciences Inc 441,925 89.60
30 Sep KOD - Kodiak Sciences Inc 392,467 87.51
30 Sep KOD - Kodiak Sciences Inc 329,511 86.94
30 Sep KOD - Kodiak Sciences Inc 270,051 86.72
30 Sep KOD - Kodiak Sciences Inc 83,081 86.81
30 Sep KOD - Kodiak Sciences Inc 10,400,546 83.95
30 Sep KOD - Kodiak Sciences Inc 9,320,566 84.85
30 Sep KOD - Kodiak Sciences Inc 3,346,813 85.97
30 Sep KOD - Kodiak Sciences Inc 2,293,144 81.82
30 Sep KOD - Kodiak Sciences Inc 1,626,017 83.16
30 Sep KOD - Kodiak Sciences Inc 1,390,229 81.02
30 Sep KOD - Kodiak Sciences Inc 1,422,180 81.31
30 Sep KOD - Kodiak Sciences Inc 1,181,825 79.71
30 Sep KOD - Kodiak Sciences Inc 711,147 79.40
30 Sep KOD - Kodiak Sciences Inc 620,399 83.95
30 Sep KOD - Kodiak Sciences Inc 544,172 80.23
30 Sep KOD - Kodiak Sciences Inc 556,050 84.85
30 Sep KOD - Kodiak Sciences Inc 459,116 81.20
30 Sep KOD - Kodiak Sciences Inc 199,612 85.97
30 Sep KOD - Kodiak Sciences Inc 140,477 82.68
30 Sep KOD - Kodiak Sciences Inc 136,797 81.82
30 Sep KOD - Kodiak Sciences Inc 97,042 83.16
30 Sep KOD - Kodiak Sciences Inc 84,892 81.31
30 Sep KOD - Kodiak Sciences Inc 82,694 80.52
30 Sep KOD - Kodiak Sciences Inc 82,965 81.02
30 Sep KOD - Kodiak Sciences Inc 70,462 79.71
30 Sep KOD - Kodiak Sciences Inc 53,327 81.92
30 Sep KOD - Kodiak Sciences Inc 20,194,464 72.39
30 Sep KOD - Kodiak Sciences Inc 5,753,115 73.08
30 Sep KOD - Kodiak Sciences Inc 5,675,093 73.97
30 Sep KOD - Kodiak Sciences Inc 3,910,413 78.57
30 Sep KOD - Kodiak Sciences Inc 3,743,808 77.43
30 Sep KOD - Kodiak Sciences Inc 2,754,030 61.63
30 Sep KOD - Kodiak Sciences Inc 2,693,905 68.96
30 Sep KOD - Kodiak Sciences Inc 2,436,193 75.52
30 Sep KOD - Kodiak Sciences Inc 1,204,597 72.39
30 Sep KOD - Kodiak Sciences Inc 1,265,129 71.48
30 Sep KOD - Kodiak Sciences Inc 878,002 61.21
30 Sep KOD - Kodiak Sciences Inc 516,774 64.43
30 Sep KOD - Kodiak Sciences Inc 361,114 67.10
30 Sep KOD - Kodiak Sciences Inc 343,173 73.08
30 Sep KOD - Kodiak Sciences Inc 338,554 73.97
30 Sep KOD - Kodiak Sciences Inc 256,068 62.96
30 Sep KOD - Kodiak Sciences Inc 281,026 76.34
30 Sep KOD - Kodiak Sciences Inc 233,269 78.57
30 Sep KOD - Kodiak Sciences Inc 145,291 75.52
30 Sep KOD - Kodiak Sciences Inc 75,487 71.48
30 Sep KOD - Kodiak Sciences Inc 52,396 61.21

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

"If you don’t feel comfortable owning a stock for 10 years, then don’t own it for 10 minutes."
-- Warren Buffett

Superinvestor Portfolio Stats

Top 10 most owned stocks

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

Top 10 stocks by %

AMZN - Amazon.com Inc.
GOOG - Alphabet Inc. CL C
BRK.B - Berkshire Hathaway CL B
GOOGL - Alphabet Inc.
MSFT - Microsoft Corp.
BRK.A - Berkshire Hathaway CL A
V - Visa Inc.
META - Meta Platforms Inc.
CVNA - Carvana Co.
MA - Mastercard Inc.
▾
Top "big bets" i
Owned by at least 2 Superinvestors
Max % of portfolioOwnership count
CVNA - Carvana Co. 78.85% 7
GPI - Group 1 Automotive 46.41% 2
MOH - Molina Healthcare Inc. 43.49% 3
HCC - Warrior Met Coal Inc. 43.32% 3
BRK.A - Berkshire Hathaway CL A 42.42% 17
AAPL - Apple Inc. 41.05% 22
GE - GE Aerospace 35.61% 10
BRK.B - Berkshire Hathaway CL B 33.89% 26
IBKR - Interactive Brokers Group Inc. 33.42% 6
LULU - Lululemon Athletica Inc. 32.35% 4
▾
Top 10 buys last qtr  ( Q3 2026 ) i
Based on 1 out of 83 SuperInvestor filings so far
MCD - McDonald's Corp.
UBER - Uber Technologies Inc.
PEP - PepsiCo Inc.
TSN - Tyson Foods
AEP - American Electric Power
QCOM - QUALCOMM Inc.
TEL - TE Connectivity plc
ACN - Accenture
VONG - Vanguard Russell 1000 Growth
STZ - Constellation Brands
▾

Top 10 buys last qtr by %

MCD - McDonald's Corp.
UBER - Uber Technologies Inc.
PEP - PepsiCo Inc.
TSN - Tyson Foods
AEP - American Electric Power
QCOM - QUALCOMM Inc.
TEL - TE Connectivity plc
ACN - Accenture
VONG - Vanguard Russell 1000 Growth
STZ - Constellation Brands
▾

Top 10 buys last 2 qtrs

MSFT - Microsoft Corp.
META - Meta Platforms Inc.
V - Visa Inc.
AMZN - Amazon.com Inc.
BRK.B - Berkshire Hathaway CL B
GOOG - Alphabet Inc. CL C
SPGI - S&P Global Inc.
COF - Capital One Financial
CMCSA - Comcast Corp.
DIS - Walt Disney Co.
▾

Top 10 buys last 2 qtrs by %

ASH - Ashland Global Holdings Inc.
META - Meta Platforms Inc.
EGO - Eldorado Gold Corp.
MSFT - Microsoft Corp.
SPGI - S&P Global Inc.
MA - Mastercard Inc.
PDD - Pinduoduo Inc.
WBD-OLD - Warner Bros. Discovery Inc.
AMZN - Amazon.com Inc.
V - Visa Inc.
▾
5% or greater holdings near 52 week low
% above 52 week low
GIL - Gildan Activewear Inc. 2.15
GRBK - Green Brick Partners 2.62
ALK - Alaska Air Group 3.30
RYAAY - Ryanair Holdings PLC 3.35
PHM - PulteGroup Inc. 3.60
DHI - D.R. Horton 4.05
AN - AutoNation Inc. 4.90
RYN - Rayonier Inc. 5.25
ABG - Asbury Automotive Group Inc. 5.39
LEN - Lennar Corp. 5.80
GPI - Group 1 Automotive 6.24
BLDR - Builders FirstSource Inc. 6.76
PHYS - Sprott Physical Gold Trust 6.86
LULU - Lululemon Athletica Inc. 6.97
SCHW - Charles Schwab Corp. 7.14
NFLX - Netflix Inc. 7.28
PEP - PepsiCo Inc. 8.03
MKL - Markel Group Inc. 8.87
AXP - American Express 9.68
OSK - Oshkosh Corp. 10.15
▾

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
GPI - GROUP 1 AUTOMOTIVE INC 104 187,264,814
KOD - Kodiak Sciences Inc 82 156,986,395
TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 78 1,295,673
LEN - LENNAR CORP 45 595,294,962
CRBG - Corebridge Financial Inc 32 257,224,734
AMR - Alpha Metallurgical Resources Inc 26 12,635,232
INBX - Inhibrx Biosciences Inc 19 6,338,780
AMRZ - Amrize Ltd 17 2,638,406
NATR - NATURES SUNSHINE PRODUCTS INC 14 2,612,712
SWZ - Total Return Securities Fund 14 221,561
CDNL - Cardinal Infrastructure Group Inc 13 8,541,274
AMRC - Ameresco Inc 13 1,914,610
EQPT - EquipmentShare.com Inc 12 1,715,313
BYRN - Byrna Technologies Inc 11 351,255
SPG - SIMON PROPERTY GROUP Inc 11 460,716
FUL - FULLER H B CO 11 1,146,316
GSHD - Goosehead Insurance Inc 11 18,548,191
DKS - DICK'S SPORTING GOODS Inc 9 5,588,663
MTDR - Matador Resources Co 8 1,211,793
WIX - Wix.com Ltd. 8 185,719
LILA - Liberty Latin America Ltd. 8 2,769,641
SBLK - Star Bulk Carriers Corp 7 4,534,508
AON - Aon plc 6 6,549,688
UTI - UNIVERSAL TECHNICAL INSTITUTE INC 6 334,697
ASPS - ALTISOURCE PORTFOLIO SOLUTIONS S.A. 6 328,994
EVLV - Evolv Technologies Holdings Inc 6 296,479
BSX - BOSTON SCIENTIFIC CORP 6 9,486,039
APTV - Aptiv PLC 6 8,254,508
UMH - UMH PROPERTIES Inc 5 31,120
ELAN - Elanco Animal Health Inc 5 1,473,069
SYK - STRYKER CORP 5 26,737
COO - COOPER COMPANIES Inc 5 1,880,110
VALE - Vale S.A. 5 6,355
SDHC - Smith Douglas Homes Corp 5 248,239
GLIBK - Liberty Capital Corp 5 13,583,480
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