The latest updates to the top 5 holdings of superinvestors:
| Company | Manager | Top holdings | Value | Quarter |
|---|---|---|---|---|
| Capco Asset Management, LLC | William H. Harrell Jr., Christopher J. Harrell | MAR, MKL, ROP, PGR, MSFT | $408,859,203 | Q4 2025 |
| ShawSpring Partners LLC | Dennis Hong | OKTA, FOUR, CSGP, BABA, BRZE | $531,108,073 | Q4 2025 |
| Silver Lake Group, L.L.C. | SPV-2 L.P. SLTA, L.L.C. Silver Lake West VoteCo | U, FA, EVCM, MSGS, NABL | $5,029,779,985 | Q4 2025 |
| BlackRock, Inc. | InvAG mit Teilgesellschaftsvermogen Ishares(DE) | NVDA, AAPL, MSFT, AMZN, GOOGL | $5,886,476,194,779 | Q4 2025 |
| BRC Group Holdings, Inc. | BRYANT R. RILEY | BW, DDI, APLD, SQNS, SNCR | $233,959,213 | Q4 2025 |
| Olstein Capital Management, L.P. | Robert Olstein | DIS, LKQ, VNT, ST, AVTR | $487,597,000 | Q4 2025 |
| TRIAN FUND MANAGEMENT, L.P. | Peter W. May, Nelson Peltz, Edward P. Garden | JHG, GE, SOLV, WEN, FERG | $3,984,029,993 | Q4 2025 |
| Oakcliff Capital Partners, LP | Bryan Lawrence | IBKR, GIL, GOOG, TDG, GWRE | $233,248,030 | Q4 2025 |
| Name | Symbol | Worth | Location | Report Date |
|---|---|---|---|---|
| Kevin Mills | SCKT | $176,753,785,616 | Fremont, CA | 13 Oct 2025 |
| Jimin Zhang | LBTI | $152,769,799 | Bejing, China | 02 May 2022 |
| Benjamin Sun | CPNG | $184,774,847 | Seattle, WA | 09 Sep 2025 |
| Carolyn Schwab-Pomerantz | SCHW | $193,916,156 | Westlake, TX | 22 Jan 2026 |
| Jeffrey C. Smith | KVUE, PZZA, RBA, CYXTQ | $537,614,752 | Fort Lauderdale, FL | 11 Dec 2025 |
| Anthony J. Wood | ROKU | $1,334,960,750 | Los Gatos, CA | 10 Feb 2026 |
| S. CRAIG LINDNER | AFG | $598,932,255 | Cincinnati, OH | 31 Dec 2025 |
| CARL H. LINDNER III | AFG | $744,795,230 | Cincinnati, OH | 16 Dec 2025 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| COMCAST CORP | CMCSA, CCZ | Philadelphia, PA | Cable & Other Pay Television Services |
| INTEL CORP | INTC | Santa Clara, CA | Semiconductors & Related Devices |
| RTX Corp | RTX | Arlington, VA | Aircraft Engines & Engine Parts |
| FORD MOTOR CO | F, F-PB | Dearborn, MI | Motor Vehicles & Passenger Car Bodies |
| Arthur J. Gallagher & Co. | AJG | Rolling Meadows, IL | Insurance Agents, Brokers & Service |
| TYSON FOODS, INC. | TSN | Springdale, AR | Poultry Slaughtering and Processing |
| FIRST CITIZENS BANCSHARES INC /DE/ | FCNCA, FCNCB | Raleigh, NC | State Commercial Banks |
| Kraft Heinz Co | KHC | Pittsburgh, PA | Canned, Frozen & Preservd Fruit, Veg & Food Specialties |
Stock buys and sells among corporate insiders made between 18 Nov 2025 and 18 Feb 2026
Number of insiders: 6,573, Insider trading total volume: $49,577,675,267
| 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: 8,392, Holdings value: $64,204,031,148,706, Buys value: $5,953,969,444,385, Sells value: $4,221,924,029,344
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|