The latest updates to the top 5 holdings of superinvestors:
| Company | Manager | Top holdings | Value | Quarter |
|---|---|---|---|---|
| Starboard Value LP | MARK R. MITCHELL, Jeffrey C. Smith, Peter A. Feld | QRVO, ADSK, MTCH, BILL, GEN | $5,314,627,248 | Q3 2025 |
| CAS Investment Partners, LLC | Clifford Sosin | CVNA, HGV, COF, CDLX, SWIM | $2,242,253,811 | Q3 2025 |
| Gallatin Point Capital LLC | Matthew Botein, Sachs Lewis A. | BOW, JRVR | $293,225,045 | Q4 2025 |
| Banque Transatlantique SA | Transatlantique Belgium Banque, Transatlantique Gestion Dubly | MSFT, NVDA, AMZN, AAPL, GOOG | $4,098,562,834 | Q3 2025 |
| BERKSHIRE HATHAWAY INC | Warren E. Buffett | AAPL, AXP, BAC, KO, CVX | $267,334,501,955 | Q3 2025 |
| WEDGEWOOD PARTNERS INC | David Rolfe | TSM, META, GOOGL, AAPL, MSFT | $547,897,792 | Q3 2025 |
| GUARDIAN POINT CAPITAL, LP | Point L.P. Guardian | APO, SGOL, RYAN, GOOG, NVR | $260,050,480 | Q3 2025 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | Federale de Credit Mutuel Caisse | MSFT, AAPL, VGT, IUSG, GOOGL | $296,467,343 | Q3 2025 |
| Name | Symbol | Worth | Location | Report Date |
|---|---|---|---|---|
| Abigail Bennett | STZ | $854,491,911 | Delray Beach, FL | 10 May 2023 |
| JURE SOLA | SANM | $245,737,585 | San Jose, CA | 15 Dec 2025 |
| Yat Tung Lam | CRDO | $442,506,662 | San Jose, CA | 02 Jan 2026 |
| MANISH H. BHATIA | MU | $128,058,402 | Boise, ID | 22 Jan 2026 |
| Arvind Nithrakashyap | RBRK | $754,726,129 | Palo Alto, CA | 14 Jan 2026 |
| Ryan Lanpher | INFA | $3,171,335,952 | Redwood City, CA | 03 Nov 2023 |
| MARTIN J. VANDERPLOEG | WK | $161,700,991 | Ames, IA | 01 Feb 2026 |
| Daniel Asher | SQNS, RILY, EKSO | $1,085,305,519 | Oak Park, IL | 26 Jan 2026 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| Mondelez International, Inc. | MDLZ | Chicago, IL | Food and Kindred Products |
| SOUTHERN CO | SO, SOJC | Atlanta, GA | Electric Services |
| CINCINNATI FINANCIAL CORP | CINF | Fairfield, OH | Fire, Marine & Casualty Insurance |
| AMEREN CORP | AEE | St Louis, MO | Electric & Other Services Combined |
| PFIZER INC | PFE | New York, NY | Pharmaceutical Preparations |
| PACCAR INC | PCAR | Bellevue, WA | Motor Vehicles & Passenger Car Bodies |
| STRYKER CORP | SYK | Portage, MI | Surgical & Medical Instruments & Apparatus |
| PROGRESSIVE CORP/OH/ | PGR | Mayfield Village, OH | Fire, Marine & Casualty Insurance |
Stock buys and sells among corporate insiders made between 08 Nov 2025 and 08 Feb 2026
Number of insiders: 6,491, Insider trading total volume: $51,774,764,485
| Sym | Company | Buy Value $ | Sell Value $ | Net Value $ | Ins. Buying | Ins. Selling | Net | AVG Buy Price $ | AVG Sell Price $ | Latest Buy | Latest Sell |
|---|
Consensus stock buys and sells among all SEC investors for period between 01 Oct 2025 and 31 Dec 2025
Number of managers: 8,002, Holdings value: $15,501,159,118,738, Buys value: $930,767,384,954, Sells value: $656,405,155,259
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|