Q2 2026

Latest Moves

Who bought and sold what this quarter. 13F shows only quarter-end holdings, so trade timing and prices are estimates.

New Positions

Ranked by number of giants, then estimated value (top 30); est. trade price = (start + end price) ÷ 2.

Company	Giants	Giant	Est. value	Start → end price	Est. trade price
NFLXNetflix Inc	4	Bill Ackman, Terry Smith, Wally Weitz, Tom Gayner	$1.9B	$96.15 → $71.40	$83.78
SPGIS&P Global Inc	3	Bill Ackman, Christopher Bloomstran, Glenn Greenberg	$1.1B	$425.34 → $407.26	$416.30
VEEVVeeva Systems Inc	3	Terry Smith, Francois Rochon, C.T. Fitzpatrick	$210.5M	$175.66 → $177.47	$176.56
ZTSZoetis Inc	3	Bill Smead, Tweedy, Browne, Tom Gayner	$176.3M	$118.21 → $71.86	$95.03
MAMastercard Inc	2	Bill Ackman, Terry Smith	$1.9B	$499.66 → $513.60	$506.63
VVisa Inc	2	Bill Ackman, Glenn Greenberg	$1.1B	$302.24 → $343.09	$322.66
WBDWarner Bros. Discovery, Inc	2	Dan Loeb, David Einhorn	$602.0M	$27.46 → $26.66	$27.06
VGNTVersigent PLC	2	David Einhorn, Alex Roepers	$100.8M	— → $42.01	—
METAMeta Platforms, Inc	2	Clifford Sosin, Bill Miller	$81.0M	$572.13 → $563.29	$567.71
KSPIJoint Stock Co Kaspi.kz	2	Prem Watsa, Mohnish Pabrai	$8.7M	$74.07 → $86.64	$80.36
CCLCarnival Corp Ltd	1	Sarah Ketterer	$1.2B	— → $28.57	—
DVNDevon Energy Corp	1	Chris Davis	$1.2B	$50.32 → $41.32	$45.82
BDXBecton Dickinson and Co	1	Edgar Wachenheim	$876.6M	$157.23 → $151.33	$154.28
UBERUber Technologies, Inc	1	Terry Smith	$857.3M	$71.93 → $72.16	$72.05
MLMMartin Marietta Materials	1	Chris Hohn	$766.3M	$588.68 → $576.70	$582.69
VMCVulcan Materials CO	1	Chris Hohn	$694.1M	$272.30 → $295.01	$283.65
GEVGE Vernova Inc	1	Terry Smith	$551.3M	$872.90 → $1,175	$1,024
ACNAccenture plc	1	Edgar Wachenheim	$546.2M	$198.29 → $124.44	$161.36
NXTNextpower Inc	1	Terry Smith	$450.6M	$120.55 → $119.14	$119.85
EGOEldorado Gold Corp	1	Prem Watsa	$449.6M	$34.33 → $31.08	$32.70
APPAppLovin Corp	1	Terry Smith	$424.9M	$398.00 → $515.23	$456.62
AJGArthur J. Gallagher & Co	1	Glenn Greenberg	$286.7M	$216.58 → $229.57	$223.08
ROPRoper Technologies Inc	1	Ruane, Cunniff & Goldfarb	$233.6M	$353.86 → $338.39	$346.12
XYZBlock, Inc	1	Dan Loeb	$194.5M	— → $76.00	—
GPGIGPGI Inc	1	Leon Cooperman	$187.6M	$17.10 → $15.85	$16.48
KEYSKeysight Technologies, Inc	1	Dan Loeb	$185.0M	$282.37 → $350.07	$316.22
CMECME Group Inc	1	Seth Klarman	$159.8M	$295.35 → $220.83	$258.09
PSUSPershing Square USA Ltd	1	Bill Ackman	$149.5M	— → $37.38	—
IQVIQVIA Holdings Inc	1	Edgar Wachenheim	$139.7M	$170.54 → $193.22	$181.88
BRBroadridge Financial Solutions	1	Yacktman	$131.5M	$162.48 → $136.95	$149.71

Added

Ranked by number of giants, then estimated value (top 30); est. trade price = (start + end price) ÷ 2.

Company	Giants	Giant	Est. value	Start → end price	Est. trade price
MSFTMicrosoft Corp	9	Bill Ackman, Mark Massey, Yacktman, David Rolfe, Chris Davis, Robert Vinall +3	$399.9M	$370.17 → $373.02	$371.60
AMZNAmazon.com Inc	6	Chris Davis, Seth Klarman, Mason Morfit, David Rolfe, Samantha McLemore, Glenn Greenberg	$356.5M	$208.27 → $238.34	$223.31
MAMastercard Inc	5	Mark Massey, C.T. Fitzpatrick, AKO Capital, Francois Rochon, Glenn Greenberg	$201.3M	$499.66 → $513.60	$506.63
GOOGLAlphabet Inc	4	Warren Buffett / Greg Abel, Chris Hohn, Dan Loeb, Seth Klarman	$16.2B	$287.56 → $357.37	$322.47
BRK.BBerkshire Hathaway Inc	4	Yacktman, Li Lu, Bruce Berkowitz, Christopher Bloomstran	$555.5M	$479.20 → $500.39	$489.79
LENLennar Corp	4	Warren Buffett / Greg Abel, Edgar Wachenheim, Bill Smead, Third Avenue	$372.0M	$86.84 → $90.49	$88.66
METAMeta Platforms, Inc	4	Bill Ackman, Sarah Ketterer, Pat Dorsey, David Rolfe	$363.8M	$572.13 → $563.29	$567.71
UNHUnitedHealth Group Inc	4	Chris Davis, Sarah Ketterer, Yacktman, Tweedy, Browne	$16.0M	$270.59 → $415.63	$343.11
TSMTaiwan Semiconductor Manufacturing	3	Terry Smith, Dan Loeb, Sarah Ketterer	$720.0M	$337.95 → $477.57	$407.76
ICLRIcon PLC	3	Edgar Wachenheim, Ruane, Cunniff & Goldfarb, Glenn Greenberg	$237.2M	$110.66 → $173.71	$142.19
LYVLive Nation Entertainment, Inc	3	Dan Loeb, Sarah Ketterer, Pat Dorsey	$150.7M	$152.51 → $183.11	$167.81
VVisa Inc	3	Mark Massey, David Rolfe, Nick Train	$111.1M	$302.24 → $343.09	$322.66
SPGIS&P Global Inc	3	Pat Dorsey, Nick Train, Wally Weitz	$39.1M	$425.34 → $407.26	$416.30
AVTRAvantor, Inc	3	Edgar Wachenheim, Mason Hawkins, Steven Romick	$29.7M	$7.84 → $9.90	$8.87
DISWalt Disney Co	3	Duan Yongping, Yacktman, Christopher Bloomstran	$22.3M	$96.38 → $96.25	$96.31
DHRDanaher Corp	3	Pat Dorsey, Dan Loeb, Wally Weitz	$13.8M	$189.60 → $190.48	$190.04
PGRProgressive Corp	3	David Rolfe, Francois Rochon, Bruce Berkowitz	$8.9M	$198.24 → $218.45	$208.35
PDDPDD Holdings Inc	2	Li Lu, Duan Yongping	$1.0B	$102.18 → $76.28	$89.23
TJXTJX Companies Inc	2	Terry Smith, Jensen	$540.1M	$159.70 → $151.50	$155.60
UBERUber Technologies, Inc	2	Bill Ackman, Pat Dorsey	$363.0M	$71.93 → $72.16	$72.05
GEHCGE HealthCare Technologies Inc	2	Nelson Peltz, Leon Cooperman	$251.5M	$71.18 → $64.01	$67.60
KHCKraft Heinz Co	2	Prem Watsa, Bruce Berkowitz	$210.6M	$22.49 → $23.62	$23.05
SUNBSunbelt Rentals Holdings, Inc	2	AKO Capital, Tom Gayner	$202.9M	$65.09 → $74.81	$69.95
COFCapital One Financial Corp	2	Dan Loeb, Leon Cooperman	$147.5M	$182.43 → $200.62	$191.53
SAPSAP SE	2	Ruane, Cunniff & Goldfarb, Sarah Ketterer	$107.4M	$171.21 → $154.11	$162.66
APDAir Products & Chemicals, Inc	2	AKO Capital, Tom Gayner	$97.2M	$290.49 → $293.18	$291.83
NCLHNorwegian Cruise Line Holdings Ltd	2	Seth Klarman, Samantha McLemore	$87.2M	$18.70 → $21.11	$19.91
UNPUnion Pacific Corp	2	Dan Loeb, Tom Gayner	$67.1M	$242.62 → $272.00	$257.31
DCHDauch Corp	2	David Einhorn, Bill Miller	$39.6M	$5.93 → $5.42	$5.67
IRIngersoll Rand Inc	2	Sarah Ketterer, Wally Weitz	$35.3M	$80.12 → $81.99	$81.06

III

Trimmed

Ranked by number of giants, then estimated value (top 30); est. trade price = (start + end price) ÷ 2.

Company	Giants	Giant	Est. value	Start → end price	Est. trade price
GOOGLAlphabet Inc	18	William von Mueffling, Terry Smith, Duan Yongping, Jensen, David Abrams, Nick Train +12	$3.2B	$287.56 → $357.37	$322.47
AMZNAmazon.com Inc	10	Bill Ackman, Mark Massey, C.T. Fitzpatrick, AKO Capital, Dan Loeb, Jensen +4	$1.4B	$208.27 → $238.34	$223.31
MSFTMicrosoft Corp	9	William von Mueffling, Terry Smith, Jensen, Duan Yongping, C.T. Fitzpatrick, AKO Capital +3	$976.0M	$370.17 → $373.02	$371.60
VVisa Inc	8	William von Mueffling, Terry Smith, Chuck Akre, AKO Capital, C.T. Fitzpatrick, Dev Kantesaria +2	$1.3B	$302.24 → $343.09	$322.66
METAMeta Platforms, Inc	8	Terry Smith, Jensen, Chris Davis, Ruane, Cunniff & Goldfarb, Tom Gayner, Robert Vinall +2	$440.4M	$572.13 → $563.29	$567.71
ADIAnalog Devices Inc	7	William von Mueffling, AKO Capital, Steven Romick, Francois Rochon, Sarah Ketterer, Tom Gayner +1	$909.5M	$318.14 → $397.17	$357.65
TSMTaiwan Semiconductor Manufacturing	6	William von Mueffling, Ruane, Cunniff & Goldfarb, David Rolfe, Francois Rochon, Chris Davis, Jensen	$997.6M	$337.95 → $477.57	$407.76
AAPLApple Inc	6	Duan Yongping, Jensen, David Rolfe, Francis Chou, Francois Rochon, Tom Russo	$704.1M	$253.79 → $289.36	$271.57
BRK.BBerkshire Hathaway Inc	6	Francois Rochon, Chris Davis, Tom Russo, Ruane, Cunniff & Goldfarb, Wally Weitz, Chuck Akre	$161.4M	$479.20 → $500.39	$489.79
MAMastercard Inc	5	Dev Kantesaria, Chuck Akre, Jensen, Tom Russo, Wally Weitz	$451.1M	$499.66 → $513.60	$506.63
UNHUnitedHealth Group Inc	5	C.T. Fitzpatrick, Duan Yongping, Ruane, Cunniff & Goldfarb, Bill Smead, Jensen	$373.8M	$270.59 → $415.63	$343.11
TXNTexas Instruments Inc	5	Terry Smith, Chris Davis, Wally Weitz, Sarah Ketterer, Jensen	$360.8M	$194.14 → $298.07	$246.11
DISWalt Disney Co	5	Nick Train, Sarah Ketterer, Francois Rochon, Thomas Kahn, Tom Russo	$80.8M	$96.38 → $96.25	$96.31
JPMJPMorgan Chase & Co	5	Tom Russo, Chris Davis, Bill Smead, Francois Rochon, Edgar Wachenheim	$72.5M	$294.16 → $327.33	$310.75
AXPAmerican Express Co	5	Bill Smead, Chris Davis, Nick Train, Tom Russo, Christopher Bloomstran	$19.1M	$302.48 → $338.25	$320.37
COFCapital One Financial Corp	4	Warren Buffett / Greg Abel, Chris Davis, Ruane, Cunniff & Goldfarb, Glenn Greenberg	$861.1M	$182.43 → $200.62	$191.53
CPCanadian Pacific Kansas City Ltd/cn	4	William von Mueffling, Sarah Ketterer, Chris Hohn, AKO Capital	$640.0M	$78.66 → $86.65	$82.66
MCOMoody’s Corp	4	Mark Massey, William von Mueffling, Chuck Akre, AKO Capital	$491.7M	$436.25 → $452.92	$444.59
ORCLOracle Corp	4	William von Mueffling, Chris Davis, Jensen, Tom Russo	$174.2M	$147.11 → $146.55	$146.83
SUNBSunbelt Rentals Holdings, Inc	4	Ruane, Cunniff & Goldfarb, Pat Dorsey, Tom Russo, Francois Rochon	$171.9M	$65.09 → $74.81	$69.95
FICOFair Isaac Corp	4	Dev Kantesaria, AKO Capital, Nick Train, Jensen	$163.4M	$1,068 → $1,195	$1,131
PGProcter & Gamble Co	4	Terry Smith, Jensen, Tom Russo, Thomas Kahn	$136.2M	$144.44 → $146.64	$145.54
CROXCrocs, Inc	4	Samantha McLemore, Bill Smead, Norbert Lou, Bill Miller	$10.0M	$83.02 → $120.64	$101.83
BACBank of America Corp	3	Warren Buffett / Greg Abel, Chris Davis, Bill Smead	$1.6B	$48.75 → $56.98	$52.86
AVGOBroadcom Inc	3	William von Mueffling, Jensen, Sarah Ketterer	$1.3B	$309.51 → $377.75	$343.63
SPGIS&P Global Inc	3	William von Mueffling, Dev Kantesaria, David Rolfe	$712.3M	$425.34 → $407.26	$416.30
ICEIntercontinental Exchange, Inc	3	William von Mueffling, AKO Capital, Ruane, Cunniff & Goldfarb	$525.6M	$157.28 → $123.11	$140.19
PMPhilip Morris International Inc	3	Terry Smith, Tom Russo, Yacktman	$520.7M	$165.34 → $180.91	$173.13
BNBrookfield Corp	3	Chuck Akre, Bill Ackman, Third Avenue	$299.4M	$40.47 → $42.59	$41.53
WCCWesco International Inc	3	Seth Klarman, Chris Davis, Third Avenue	$245.6M	$273.62 → $345.43	$309.52

Sold Out

Ranked by number of giants, then estimated value (top 30); est. trade price = (start + end price) ÷ 2.

Company	Giants	Giant	Est. value	Start → end price	Est. trade price
ZTSZoetis Inc	2	Terry Smith, David Rolfe	$485.7M	$118.21 → $71.86	$95.03
FLUTFlutter Entertainment plc	2	William von Mueffling, AKO Capital	$190.1M	$101.95 → $102.17	$102.06
GOOGLAlphabet Inc	2	Bill Ackman, Leon Cooperman	$134.4M	$287.56 → $357.37	$322.47
TMETencent Music Entertainment Group	2	William von Mueffling, Sarah Ketterer	$123.4M	$9.28 → $8.35	$8.81
STZConstellation Brands Inc	2	Warren Buffett / Greg Abel, Mason Hawkins	$92.0M	$150.00 → $139.09	$144.55
MRSHMarsh & McLennan Cos	2	AKO Capital, Yacktman	$47.8M	$173.45 → $166.67	$170.06
GLDSPDR Gold Shares	2	Dan Loeb, Steven Romick	$43.5M	$430.29 → $368.38	$399.33
DISWalt Disney Co	2	Mason Morfit, Steven Romick	$39.3M	$96.38 → $96.25	$96.31
ODFLOld Dominion Freight Line	2	Wally Weitz, Francois Rochon	$28.2M	$195.40 → $216.60	$206.00
CDWCDW Corp	2	David Rolfe, Wally Weitz	$23.7M	$121.02 → $140.64	$130.83
PDDPDD Holdings Inc	2	Sarah Ketterer, Howard Marks	$21.6M	$102.18 → $76.28	$89.23
SMGScotts Miracle-Gro Co	2	Tom Gayner, Steven Romick	$11.3M	$60.81 → $68.11	$64.46
CTRACoterra Energy Inc	1	Chris Davis	$1.3B	$35.14 → —	—
MSFTMicrosoft Corp	1	Chris Hohn	$1.0B	$370.17 → $373.02	$371.60
MTDMettler Toledo International Inc	1	Terry Smith	$1.0B	$1,261 → $1,278	$1,269
—Carnival Corp	1	Sarah Ketterer	$960.1M	$25.88 → —	—
TMOThermo Fisher Scientific Inc	1	William von Mueffling	$382.1M	$491.53 → $501.36	$496.45
AONAon plc	1	William von Mueffling	$358.5M	$322.78 → $331.69	$327.23
IQVIQVIA Holdings Inc	1	William von Mueffling	$311.2M	$170.54 → $193.22	$181.88
EFXEquifax Inc	1	William von Mueffling	$303.5M	$180.07 → $158.72	$169.40
OTISOtis Worldwide Corp	1	Terry Smith	$274.9M	$77.08 → $71.60	$74.34
AMTAmerican Tower Corp	1	William von Mueffling	$271.0M	$172.58 → $163.57	$168.08
WTWWillis Towers Watson PLC	1	Seth Klarman	$246.5M	$290.70 → $261.37	$276.03
ADBEAdobe Inc	1	William von Mueffling	$228.5M	$243.08 → $205.02	$224.05
BKNGBooking Holdings Inc	1	AKO Capital	$216.3M	$4,210 → $178.24	$2,194
ALCAlcon Inc	1	William von Mueffling	$178.7M	$75.35 → $67.21	$71.28
BACBank of America Corp	1	Li Lu	$158.5M	$48.75 → $56.98	$52.86
VSXYVictoria’s Secret & Co	1	David Einhorn	$146.5M	$46.36 → $83.48	$64.92
KWKennedy-Wilson Holdings Inc	1	Prem Watsa	$144.2M	$10.82 → —	—
PBR.APetrobras (preferred ADR)	1	Howard Marks	$119.5M	$18.75 → $14.64	$16.69

Largest Net Buying and Selling

Estimated net trading by all giants combined.

Net Bought

Net Sold

BACBank of America Corp−$1.8B
MSFTMicrosoft Corp−$1.6B
NVDANVIDIA Corp−$1.5B
AMATApplied Materials Inc−$1.4B
AVGOBroadcom Inc−$1.4B
CTRACoterra Energy Inc−$1.3B
AMZNAmazon.com Inc−$1.1B
MTDMettler Toledo International Inc−$1.0B
—Carnival Corp−$960.1M
ADIAnalog Devices Inc−$909.3M

Moves That Changed a Portfolio the Most

Position shift = change in shares × quarter-end price ÷ that giant’s portfolio (percentage points).

Giant	Company	Move	Points
William von Mueffling	AVGOBroadcom Inc	Trimmed	−219.8
William von Mueffling	GOOGLAlphabet Inc	Trimmed	−190.4
William von Mueffling	TSMTaiwan Semiconductor Manufacturing	Trimmed	−170.8
William von Mueffling	AMATApplied Materials Inc	Trimmed	−160.0
William von Mueffling	IBKRInteractive Brokers Group, Inc	Trimmed	−140.4
William von Mueffling	ADIAnalog Devices Inc	Trimmed	−108.9
William von Mueffling	SPGIS&P Global Inc	Trimmed	−90.4
William von Mueffling	VVisa Inc	Trimmed	−84.3
William von Mueffling	CBRECBRE Group Inc	Trimmed	−76.0
William von Mueffling	LYVLive Nation Entertainment, Inc	Trimmed	−64.7
William von Mueffling	BLKBlackRock, Inc	Trimmed	−62.5
William von Mueffling	FERGFerguson Enterprises Inc.	Trimmed	−59.5
William von Mueffling	MSFTMicrosoft Corp	Trimmed	−58.5
William von Mueffling	TMOThermo Fisher Scientific Inc	Sold out	−58.0
William von Mueffling	FASTFastenal Co	Trimmed	−56.3

VII

Filings

The four numbers are new, added, trimmed and sold-out positions; links open the original SEC filing (13F-HR/A is an amendment).

Filed	Giant	Holdings	This quarter	SEC
Aug 18, 2026	Ron Muhlenkamp / Jeff Muhlenkamp	28	New 1 Added 5 Trimmed 2 Sold out 2	13F-HR
Aug 17, 2026	Mark Massey	8	New 0 Added 3 Trimmed 5 Sold out 0	13F-HR
Aug 14, 2026	Alex Roepers	12	New 2 Added 5 Trimmed 4 Sold out 2	13F-HR
Aug 14, 2026	Bill Ackman	14	New 5 Added 4 Trimmed 3 Sold out 2	13F-HR
Aug 14, 2026	Bill Miller	56	New 4 Added 17 Trimmed 19 Sold out 3	13F-HR
Aug 14, 2026	Bruce Berkowitz	13	New 3 Added 4 Trimmed 1 Sold out 0	13F-HR
Aug 14, 2026	Carl Icahn	12	New 0 Added 2 Trimmed 2 Sold out 0	13F-HR
Aug 14, 2026	Chris Hohn	11	New 2 Added 2 Trimmed 2 Sold out 1	13F-HR
Aug 14, 2026	Christopher Bloomstran	50	New 7 Added 11 Trimmed 12 Sold out 1	13F-HR
Aug 14, 2026	Chuck Akre	19	New 0 Added 2 Trimmed 12 Sold out 0	13F-HR
Aug 14, 2026	Clifford Sosin	6	New 2 Added 0 Trimmed 3 Sold out 1	13F-HR
Aug 14, 2026	Dan Loeb	40	New 16 Added 13 Trimmed 4 Sold out 9	13F-HR
Aug 14, 2026	David Einhorn	46	New 7 Added 11 Trimmed 11 Sold out 6	13F-HR
Aug 14, 2026	David Rolfe	18	New 0 Added 7 Trimmed 11 Sold out 4	13F-HR
Aug 14, 2026	Dev Kantesaria	7	New 0 Added 0 Trimmed 4 Sold out 0	13F-HR
Aug 14, 2026	Duan Yongping	18	New 1 Added 3 Trimmed 7 Sold out 2	13F-HR
Aug 14, 2026	Francois Rochon	51	New 7 Added 11 Trimmed 28 Sold out 7	13F-HR 13F-HR/A
Aug 14, 2026	Glenn Greenberg	40	New 7 Added 6 Trimmed 15 Sold out 3	13F-HR
Aug 14, 2026	Glenn Welling	9	New 1 Added 1 Trimmed 4 Sold out 0	13F-HR
Aug 14, 2026	Howard Marks	51	New 10 Added 9 Trimmed 16 Sold out 11	13F-HR 13F-HR
Aug 14, 2026	Josh Tarasoff	10	New 1 Added 0 Trimmed 4 Sold out 0	13F-HR
Aug 14, 2026	Leon Cooperman	39	New 3 Added 7 Trimmed 3 Sold out 5	13F-HR
Aug 14, 2026	Li Lu	8	New 0 Added 2 Trimmed 0 Sold out 6	13F-HR
Aug 14, 2026	Mason Hawkins	47	New 2 Added 8 Trimmed 24 Sold out 4	13F-HR
Aug 14, 2026	Mason Morfit	18	New 1 Added 7 Trimmed 6 Sold out 1	13F-HR
Aug 14, 2026	Norbert Lou	5	New 0 Added 0 Trimmed 2 Sold out 0	13F-HR
Aug 14, 2026	Pat Dorsey	11	New 0 Added 8 Trimmed 3 Sold out 0	13F-HR
Aug 14, 2026	Prem Watsa	32	New 6 Added 7 Trimmed 1 Sold out 3	13F-HR
Aug 14, 2026	Robert Vinall	13	New 0 Added 1 Trimmed 6 Sold out 0	13F-HR
Aug 14, 2026	Ruane, Cunniff & Goldfarb	54	New 4 Added 6 Trimmed 30 Sold out 0	13F-HR
Aug 14, 2026	Steven Romick	72	New 7 Added 25 Trimmed 16 Sold out 18	13F-HR
Aug 14, 2026	Terry Smith	42	New 11 Added 7 Trimmed 21 Sold out 8	13F-HR 13F-HR
Aug 14, 2026	Thomas Kahn	48	New 1 Added 9 Trimmed 15 Sold out 1	13F-HR 13F-HR/A
Aug 14, 2026	Warren Buffett / Greg Abel	29	New 1 Added 7 Trimmed 6 Sold out 1	13F-HR
Aug 13, 2026	Bryan Lawrence	9	New 1 Added 1 Trimmed 0 Sold out 0	13F-HR
Aug 13, 2026	David Abrams	11	New 0 Added 0 Trimmed 1 Sold out 0	13F-HR
Aug 13, 2026	Mohnish Pabrai	4	New 1 Added 0 Trimmed 2 Sold out 0	13F-HR
Aug 13, 2026	Samantha McLemore	39	New 2 Added 9 Trimmed 19 Sold out 1	13F-HR
Aug 13, 2026	Sarah Ketterer	122	New 23 Added 47 Trimmed 44 Sold out 8	13F-HR
Aug 13, 2026	Seth Klarman	23	New 3 Added 6 Trimmed 9 Sold out 2	13F-HR
Aug 13, 2026	Tom Russo	85	New 1 Added 9 Trimmed 42 Sold out 2	13F-HR
Aug 12, 2026	AKO Capital	22	New 0 Added 5 Trimmed 17 Sold out 5	13F-HR
Aug 12, 2026	Francis Chou	31	New 1 Added 0 Trimmed 1 Sold out 0	13F-HR
Aug 12, 2026	Nelson Peltz	8	New 0 Added 1 Trimmed 2 Sold out 0	13F-HR
Aug 12, 2026	Third Avenue	55	New 4 Added 12 Trimmed 13 Sold out 2	13F-HR
Aug 12, 2026	Wally Weitz	50	New 3 Added 10 Trimmed 20 Sold out 2	13F-HR
Aug 11, 2026	Bill Smead	32	New 1 Added 7 Trimmed 24 Sold out 1	13F-HR
Aug 11, 2026	Chris Davis	112	New 2 Added 17 Trimmed 83 Sold out 2	13F-HR
Aug 11, 2026	Yacktman	74	New 1 Added 47 Trimmed 6 Sold out 3	13F-HR
Aug 10, 2026	C.T. Fitzpatrick	36	New 4 Added 6 Trimmed 26 Sold out 1	13F-HR
Aug 7, 2026	Jensen	83	New 1 Added 7 Trimmed 66 Sold out 2	13F-HR
Aug 7, 2026	Tweedy, Browne	91	New 13 Added 39 Trimmed 20 Sold out 15	13F-HR
Jul 31, 2026	Tom Gayner	130	New 3 Added 22 Trimmed 3 Sold out 2	13F-HR
Jul 29, 2026	William von Mueffling	27	New 0 Added 0 Trimmed 27 Sold out 11	13F-HR
Jul 28, 2026	Edgar Wachenheim	28	New 4 Added 7 Trimmed 9 Sold out 3	13F-HR
Jul 16, 2026	Charlie Munger legacy	4	New 0 Added 0 Trimmed 0 Sold out 0	13F-HR
Jul 15, 2026	Nick Train	28	New 2 Added 5 Trimmed 14 Sold out 1	13F-HR
Jul 10, 2026	Guy Spier	7	New 0 Added 0 Trimmed 0 Sold out 0	13F-HR