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Superinvestor Portfolio Updates RSS Feed

  • Howard Marks - Oaktree Capital Management Updated 20 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 $
26 May MELI - MERCADOLIBRE INC 157,226 1655.01
26 May MELI - MERCADOLIBRE INC 836,330 1656.10
26 May GEHC - GE HealthCare Technologies Inc 641,800 64.18
26 May INTU - INTUIT Inc 386,808 309.45
26 May INTU - INTUIT Inc 154,858 309.71
26 May EEFT - EURONET WORLDWIDE Inc 200,610 66.87
26 May BETR - Better Home & Finance Holding Co 126,696 25.34
26 May NCLH - Norwegian Cruise Line Holdings Ltd. 2,504,610 16.37
26 May CELH - Celsius Holdings Inc 217,800 29.04
26 May CELH - Celsius Holdings Inc 249,732 29.73
26 May CELH - Celsius Holdings Inc 248,826 29.36
26 May RLI - RLI CORP 260,000 52.00
26 May PSEC - PROSPECT CAPITAL CORP 227,660 2.28
26 May PSEC - PROSPECT CAPITAL CORP 224,130 2.24
26 May AMRZ - Amrize Ltd 100,500 50.25
22 May PAX - Patria Investments Ltd 164,850 10.99
22 May PAX - Patria Investments Ltd 167,100 11.14
22 May PAX - Patria Investments Ltd 171,000 11.40
22 May TWFG - TWFG Inc 324,804 18.52
22 May TWFG - TWFG Inc 295,849 18.79
22 May FRPT - Freshpet Inc 95,660 47.83
22 May ANDG - Andersen Group Inc 84,786 35.82
22 May BA - BOEING CO 299,345 218.50
22 May SPB - Spectrum Brands Holdings Inc 182,125 72.85
22 May BFH - BREAD FINANCIAL HOLDINGS Inc 60,328 86.43
21 May GOLD - Gold.com Inc 1,660,408 41.36
21 May GOLD - Gold.com Inc 2,296,128 40.57
21 May GOLD - Gold.com Inc 1,762,565 39.40
21 May BETR - Better Home & Finance Holding Co 388,328 24.89
21 May RGR - STURM RUGER & CO INC 58,725 39.15
21 May FBIN - Fortune Brands Innovations Inc 2,002,686 34.89
21 May BSX - BOSTON SCIENTIFIC CORP 99,987 56.49
21 May BSX - BOSTON SCIENTIFIC CORP 202,914 56.68
21 May BSX - BOSTON SCIENTIFIC CORP 125,819 55.92
21 May BSX - BOSTON SCIENTIFIC CORP 125,279 56.95
21 May MAA - MID AMERICA APARTMENT COMMUNITIES Inc 64,000 128.00
21 May MAA - MID AMERICA APARTMENT COMMUNITIES Inc 77,400 129.00
21 May NCLH - Norwegian Cruise Line Holdings Ltd. 474,900 15.83
21 May KBR - KBR Inc 125,766 31.44
21 May KBR - KBR Inc 470,815 32.47
21 May AMRZ - Amrize Ltd 74,760 49.84
21 May AMRZ - Amrize Ltd 58,356 48.63
21 May AMRZ - Amrize Ltd 89,046 49.47
21 May SWIM - Latham Group Inc 73,745 4.90
20 May FBIN - Fortune Brands Innovations Inc 196,352 33.28
20 May FBIN - Fortune Brands Innovations Inc 13,460,200 33.40
20 May MP - MP Materials Corp 962,540 56.62
20 May RLYB - Rallybio Corp 83,981 13.98
20 May RLYB - Rallybio Corp 139,822 13.98
20 May BETR - Better Home & Finance Holding Co 375,000 25.00
20 May WGS - GeneDx Holdings Corp 6,132,854 43.81
20 May WGS - GeneDx Holdings Corp 7,446,547 42.55
20 May WGS - GeneDx Holdings Corp 7,880,334 42.60
20 May EQPT - EquipmentShare.com Inc 499,071 22.89
20 May WEX - WEX Inc 214,425 142.95
20 May VITL - Vital Farms Inc 50,813 8.33
20 May SWIM - Latham Group Inc 242,000 4.84
20 May FRPT - Freshpet Inc 146,010 48.67
20 May FOSL - Fossil Group Inc 100,730 4.14
20 May AMRZ - Amrize Ltd 65,960 48.50
20 May AMRZ - Amrize Ltd 149,880 49.96
20 May AMRZ - Amrize Ltd 148,940 49.63
20 May AMRZ - Amrize Ltd 347,830 49.69
20 May AMRZ - Amrize Ltd 79,852 48.69
20 May AMRZ - Amrize Ltd 97,440 48.72
19 May RLI - RLI CORP 106,840 53.42
19 May AEBI - Aebi Schmidt Holding AG 56,550 11.31
19 May AEBI - Aebi Schmidt Holding AG 58,400 11.68
19 May AEBI - Aebi Schmidt Holding AG 74,165 11.41
19 May VITL - Vital Farms Inc 50,008 8.13
19 May ELAN - Elanco Animal Health Inc 99,939 20.35
19 May ELAN - Elanco Animal Health Inc 99,843 20.08
19 May MRP - Millrose Properties Inc 121,342 26.96
19 May CDLX - Cardlytics Inc 97,350 0.65
19 May HGTY - Hagerty Inc 99,370 10.46
19 May NCLH - Norwegian Cruise Line Holdings Ltd. 76,250 15.25
19 May NCLH - Norwegian Cruise Line Holdings Ltd. 149,100 14.91
19 May CDW - CDW Corp 499,398 103.40
19 May CTEV - Claritev Corp 160,000 16.00
19 May CTEV - Claritev Corp 125,582 12.92
19 May CTEV - Claritev Corp 133,056 11.88
19 May TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 69,830 69.83
19 May 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 162,750 25.00
18 May BETR - Better Home & Finance Holding Co 96,486 24.74
18 May BETR - Better Home & Finance Holding Co 82,358 24.71
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 666,691 49.69
18 May AMRZ - Amrize Ltd 397,040 49.63
18 May AMRZ - Amrize Ltd 343,840 49.12
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 133,427 190.61
18 May TKO - TKO Group Holdings Inc 854,370 189.86
18 May MSCI - MSCI Inc 134,467 560.28
18 May MSCI - MSCI Inc 695,211 561.56
18 May MSCI - MSCI Inc 225,768 564.42
18 May MSCI - MSCI Inc 631,091 562.47
18 May MSCI - MSCI Inc 450,712 563.39
18 May MSCI - MSCI Inc 67,128 559.40
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 661,920 189.12
15 May AMR - Alpha Metallurgical Resources Inc 834,697 191.05
15 May AMR - Alpha Metallurgical Resources Inc 132,639 188.14
15 May AMR - Alpha Metallurgical Resources Inc 168,663 185.14
15 May AMR - Alpha Metallurgical Resources Inc 109,098 183.05
15 May AMR - Alpha Metallurgical Resources Inc 108,204 184.02
15 May AMR - Alpha Metallurgical Resources Inc 105,337 187.10
15 May AMR - Alpha Metallurgical Resources Inc 700,475 190.45
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 3,443,222 39.08
15 May WGS - GeneDx Holdings Corp 2,071,569 39.92
15 May WGS - GeneDx Holdings Corp 2,798,031 39.45
15 May WGS - GeneDx Holdings Corp 3,651,953 38.82
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 329,046 35.97
15 May ONON - On Holding AG 1,869,056 36.75
15 May ONON - On Holding AG 1,869,161 36.75
15 May ONON - On Holding AG 328,937 35.97
14 May GPGI - GPGI Inc 50,515 12.87
14 May UA - Under Armour Inc 3,677,860 4.97
14 May UA - Under Armour Inc 2,190,719 4.99
14 May JKHY - JACK HENRY & ASSOCIATES INC 266,840 133.42
14 May JKHY - JACK HENRY & ASSOCIATES INC 50,295 134.12

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

"Real risk and perceived risk are two different things. People perceive risk to be high when prices are low, and they perceive risk to be low when prices are high. That is the psychological problem that people have."
-- Bill Miller

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% 25
LULU - Lululemon Athletica Inc. 32.35% 4
RIG - Transocean Ltd. 31.97% 2
▾
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
SCHW - Charles Schwab Corp. 0.99
ORLY - O'Reilly Automotive 1.81
PDD - Pinduoduo Inc. 2.27
UBER - Uber Technologies Inc. 2.75
MIR - Mirion Technologies Inc 2.79
MA - Mastercard Inc. 3.03
TRUP - Trupanion Inc. 3.07
INTU - Intuit Inc. 3.22
CSGP - CoStar Group Inc. 3.28
ROP - Roper Technologies Inc. 3.72
SGOV - Ishares 0 3 Month Treasury B 3.98
ICE - Intercontinental Exchange Inc. 4.45
ACI - Albertsons Co Inc. 4.52
EXE - Expand Energy Corp. 5.05
HHH - Howard Hughes Holdings Inc. 5.39
BRK.A - Berkshire Hathaway CL A 5.48
WTW - Willis Towers Watson plc 5.80
BRK.B - Berkshire Hathaway CL B 5.84
MAT - Mattel Inc. 6.17
RYN - Rayonier Inc. 6.36
▾

Superinvestor stocks with most insider buys in the last 3 months

Stock Count Total Amount $
TSM - TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 54 1,029,605
AMR - Alpha Metallurgical Resources Inc 32 13,368,905
WGS - GeneDx Holdings Corp 32 95,491,901
SWZ - Total Return Securities Fund 27 742,936
AMRZ - Amrize Ltd 25 7,208,955
MESO - MESOBLAST LTD 24 30,008,171
IBP - Installed Building Products Inc 17 844,194
GO - Grocery Outlet Holding Corp 15 7,923,060
RLYB - Rallybio Corp 14 4,229,263
VITL - Vital Farms Inc 13 612,568
SRAD - Sportradar Group AG 13 11,349,413
EQH - Equitable Holdings Inc 12 45,850
NSP - INSPERITY Inc 11 7,814,505
IFF - INTERNATIONAL FLAVORS & FRAGRANCES INC 10 11,968,590
SPG - SIMON PROPERTY GROUP Inc 10 413,000
THRY - Thryv Holdings Inc 9 6,220,702
LOAR - Loar Holdings Inc 9 11,327,674
KLTR - KALTURA INC 9 286,295
BETR - Better Home & Finance Holding Co 9 1,293,006
CTEV - Claritev Corp 9 1,377,710
SHAK - Shake Shack Inc 9 3,232,567
FRPT - Freshpet Inc 8 458,229
TKO - TKO Group Holdings Inc 8 5,487,493
FLUT - Flutter Entertainment plc 8 1,045,576
POOL - POOL CORP 8 6,457,888
NCLH - Norwegian Cruise Line Holdings Ltd. 8 4,171,346
ENOV - Enovis CORP 8 145,915
GEHC - GE HealthCare Technologies Inc 8 6,423,136
DIN - Dine Brands Global Inc 8 217,560
GPK - GRAPHIC PACKAGING HOLDING CO 8 1,054,286
ARE - ALEXANDRIA REAL ESTATE EQUITIES Inc 7 1,221,673
MRP - Millrose Properties Inc 7 6,647,147
TPC - TUTOR PERINI CORP 7 2,556,375
ALTG - ALTA EQUIPMENT GROUP Inc 7 519,262
WRB - BERKLEY W R CORP 7 40,239,320
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