The latest updates to the top 5 holdings of superinvestors:
| Company | Manager | Top holdings | Value | Quarter |
|---|---|---|---|---|
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | Prem Watsa V. | ORLA, OXY, CVS, UAA, CLF | $2,083,409,107 | Q4 2025 |
| DAILY JOURNAL CORP | Charlie Munger | WFC, BAC, BABA, USB | $276,651,220 | Q4 2025 |
| Punch Card Management L.P. | Norbert Lou | BRKA, SGOV, CROX, PDD, PYPL | $300,881,601 | Q4 2025 |
| FARLEY CAPITAL L.P. | Stephen L. Farley | GOOG, MA, MSFT, FSLR, META | $134,323,061 | Q4 2025 |
| Capco Asset Management, LLC | William H. Harrell Jr., Christopher J. Harrell | MAR, MKL, ROP, PGR, MSFT | $408,859,203 | Q4 2025 |
| Sherborne Investors Management LP | Edward Bramson, Stephen Welker | NAVI | $382,849,961 | Q4 2025 |
| Engaged Capital LLC | Glenn W. Welling | VFC, YETI, BL, GXO, CGNX | $392,022,027 | Q4 2025 |
| DG Capital Management, LLC | Dov Gertzulin | MCY, SAREPTA THERAPEUTICS INC, ACIC, RIOT PLATFORMS INC, CAPR | $124,352,844 | Q4 2025 |
| Name | Symbol | Worth | Location | Report Date |
|---|---|---|---|---|
| Richard M. McVey | MKTX | $282,273,025 | New York, NY | 12 Nov 2024 |
| TIMOTHY ARCHER | LRCX, JCI | $326,927,170 | Fremont, CA | 24 Feb 2026 |
| Jeffrey Crisan | LFST | $105,528,503 | Boston, Ma, MA | 24 May 2024 |
| David Paresky | FWRG | $652,282,918 | Boston, MA | 12 Mar 2024 |
| Soo il Benjamin Yi | RIOT | $167,553,839 | Castle Rock, CO | 01 Jan 2026 |
| Dean DeSantis | CELH | $477,999,295 | Fort Lauderdale, FL | 16 Jan 2026 |
| George F. Colony | FORR | $132,773,594 | Cambridge, MA | 12 Jun 2024 |
| Reis-Faria Daniel | FLGC | $149,999,380 | Toronto | 19 Dec 2025 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| HALLIBURTON CO | HAL | Houston, TX | Oil & Gas Field Services, NEC |
| HUMANA INC | HUM | Louisville, KY | Hospital & Medical Service Plans |
| DELTA AIR LINES, INC. | DAL | Atlanta, GA | Air Transportation, Scheduled |
| ANNALY CAPITAL MANAGEMENT INC | NLY, NLY-PG | New York, NY | Real Estate Investment Trusts |
| SYNOPSYS INC | SNPS | Sunnyvale, CA | Services-Prepackaged Software |
| GENERAL DYNAMICS CORP | GD | Reston, VA | Ship & Boat Building & Repairing |
| NISOURCE INC. | NI | Merrillville, IN | Electric & Other Services Combined |
| DOMINION ENERGY, INC | D | Richmond, VA | Electric Services |
Stock buys and sells among corporate insiders made between 27 Nov 2025 and 27 Feb 2026
Number of insiders: 6,589, Insider trading total volume: $47,250,138,587
| 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: 8,522, Holdings value: $65,001,383,111,521, Buys value: $5,975,817,644,562, Sells value: $4,220,464,220,229
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|