The latest updates to the top 5 holdings of superinvestors:
Company | Manager | Top holdings | Value | Quarter |
---|---|---|---|---|
ValueAct Holdings, L.P. | Jeffrey Ubben | CRM, NSIT, DIS, RBLX, TOST | $4.37B | Q3 2024 |
Capco Asset Management, LLC | William H. Harrell Jr., Christopher J. Harrell | PGR, MAR, MSFT, MKL, CHTR | $433M | Q3 2024 |
Weiss Asset Management LP | Andrew M. Weiss | EQC, TBPH, NEEPRS, HPE, SLB | $3.73B | Q3 2024 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | Josh Tarasoff | AMZN, BN, BRKA, TRUP, MKL | $330M | Q3 2024 |
Pershing Square Capital Management, L.P. | Bill Ackman | BN, HLT, CMG, QSR, HHH | $12.9B | Q3 2024 |
Engaged Capital LLC | Glenn W. Welling | EVH, VFC, VYX, NATL, PTLO | $617M | Q3 2024 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | Paula M. Luciani | AAPL, GOOGL, JNJ, PEP, META | $136M | Q3 2024 |
Fund 1 Investments, LLC | Jonathan Lennon | LBTYA, BJRI, TTSH, CTRN, TLYS | $641M | Q3 2024 |
Name | Stocks | Worth | Location | Report Date |
---|---|---|---|---|
Scott J. Vassalluzzo | CMPR, CACC | $339M | Boca Raton, FL | 11/20/2024 |
IVan Kaufman | ABR | $325M | 7/28/2024 | |
Benjamin Sun | CPNG | $179M | Seoul, Korea, Republic of | 8/19/2024 |
Antonio R. Sanchez Jr | IBOC | $258M | Houston, TX | 12/17/2024 |
Murray Stahl | TPL, HKHC, RCG | $1.83B | New York, NY | 2/5/2025 |
Eric Slifka | GLP | $331M | Waltham, MA | 1/5/2025 |
Maurice J. Duca | APPF | $1.61B | Santa Barbara, CA | 11/26/2024 |
Tunc Doluca | ADI, WDC | $135M | 11/20/2024 |
Name | Symbol | Location | Industry |
---|---|---|---|
Dte Energy Co | DTE, DTW | Detroit, MI | Electric Services |
Union Pacific Corp | UNP | Omaha, NE | Railroads, Line-Haul Operating |
Toyota Motor Corp/ | TM, TOYOF | Japan, Japan | Motor Vehicles & Passenger Car Bodies |
Kroger Co | KR | Cincinnati, OH | Retail-Grocery Stores |
Interactive Brokers Group, Inc. | IBKR | Greenwich, CT | Security Brokers, Dealers & Flotation Companies |
Charter Communications, Inc. /Mo/ | CHTR | Stamford, CT | Cable & Other Pay Television Services |
Cigna Group | CI | Bloomfield, CT | Hospital & Medical Service Plans |
Citizens Financial Group Inc/Ri | CFG, CFG-PE | Providence, RI | State Commercial Banks |
Stock buys and sells among corporate insiders made between Nov 6, 2024 and Feb 6, 2025
Number of insiders: 7206, Insider trading total volume: $65.3B
Sym | Company | Buy Value $ | Sell Value $ | Net Value $ | Ins. Buying | Ins. Selling | Net | AVG Buy Price $ | AVG Sell Price $ | Latest Buy | Latest Sell |
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Consensus stock buys and sells among all SEC investors for period between Oct 1, 2024 and Dec 31, 2024
Number of managers: 3579, Holdings value: $7.27T, Buys value: $600B, Sells value: $485B
Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
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