Latest moves
Filings
Q1 2016 – Q3 2026
Moves
71,987
Investor Company Shares Δ Value
30 Sep 2026 Bill Smead Added +1% CVE Cenovus Energy Inc +197,427 $421.8M
30 Sep 2026 Bill Smead Added +13% LEN Lennar Corporation +264,284 $186.4M
30 Sep 2026 Bill Smead Added +2% OXY Occidental Petroleum Corporation +49,709 $162.6M
30 Sep 2026 Bill Smead Added +19% WAL Western Alliance Bancorporation +295,592 $142.0M
30 Sep 2026 Bill Smead Added +28% ZTS Zoetis Inc +347,786 $110.4M
30 Sep 2026 Bill Smead Added +45% CROX Crocs Inc +220,571 $83.3M
30 Sep 2026 Bill Smead Added +20% FRO Frontline Ltd +127,002 $37.7M
30 Sep 2026 Bill Smead Added +55% WFG West Fraser Timber Co Ltd +68,400 $13.3M
30 Sep 2026 Bill Smead Added +60% GTX Garrett Motion Inc +165,177 $11.5M
30 Jun 2026 Warren Buffett Added +45% GOOGL Alphabet Inc Class A +24,541,369 $28.2B
30 Jun 2026 Warren Buffett Added +658% GOOG Alphabet Inc Class C +23,603,218 $9.6B
30 Jun 2026 Joel Greenblatt Added +27% SPY SPY +2,387,712 $8.5B
30 Jun 2026 Cliff Asness Added +18% NVDA NVIDIA Corporation +5,705,688 $7.5B
30 Jun 2026 Dodge & Cox Added +3% SCHW Charles Schwab Corp +1,965,442 $7.1B
30 Jun 2026 Hersh Cohen Added +<1% NVDA NVIDIA Corporation +287,942 $6.5B
30 Jun 2026 PRIMECAP Management Added +742% KLAC KLA Corporation +18,099,083 $6.2B
30 Jun 2026 Warren Buffett Added +44% DAL Delta Air Lines Inc +17,510,544 $5.4B
30 Jun 2026 Ron Baron Added +5% TSLA Tesla Inc +591,243 $5.3B
30 Jun 2026 Cliff Asness Added +20% AAPL Apple Inc +2,967,013 $5.0B
30 Jun 2026 Dodge & Cox Added +7% MSFT Microsoft Corporation +876,294 $4.8B
30 Jun 2026 Dodge & Cox Added ×26 BKNG Booking Holdings Inc +24,539,452 $4.6B
30 Jun 2026 Carl Icahn Added +13% IEP Icahn Enterprises LP +68,992,804 $4.5B
30 Jun 2026 Cliff Asness Added +14% MSFT Microsoft Corporation +1,437,459 $4.3B
30 Jun 2026 Hersh Cohen Added +10% GOOGL Alphabet Inc Class A +1,038,530 $4.1B
30 Jun 2026 Hersh Cohen Added +8% AAPL Apple Inc +1,082,054 $4.1B
30 Jun 2026 Dodge & Cox Added +3% SUNB Sunbelt Rentals Holdings, Inc. +1,659,763 $4.1B
30 Jun 2026 Dodge & Cox Added +11% AMZN Amazon.com Inc +1,598,614 $4.0B
30 Jun 2026 Dodge & Cox Added +<1% GOOGL Alphabet Inc Class A +34,445 $3.8B
30 Jun 2026 Dodge & Cox Added +29% META Meta Platforms Inc. +1,474,936 $3.7B
30 Jun 2026 Philippe Laffont Added ×19 MU Micron Technology Inc +2,976,338 $3.6B
30 Jun 2026 Dodge & Cox Added +16% TEL TE Connectivity Ltd +2,279,936 $3.4B
30 Jun 2026 Dodge & Cox Added +5% CI Cigna Corp +618,088 $3.4B
30 Jun 2026 PRIMECAP Management Added +3% BIIB Biogen Inc +396,999 $3.3B
30 Jun 2026 Dodge & Cox Added +9% REGN Regeneron Pharmaceuticals Inc +412,899 $3.0B
30 Jun 2026 Dodge & Cox Added +6% AON Aon PLC +477,049 $2.9B
30 Jun 2026 Dodge & Cox Added +2% CMCSA Comcast Corp +2,794,881 $2.8B
30 Jun 2026 Cliff Asness Added +26% AMZN Amazon.com Inc +2,455,592 $2.8B
30 Jun 2026 Philippe Laffont Added +49% AMZN Amazon.com Inc +3,904,033 $2.8B
30 Jun 2026 Dodge & Cox Added +2% APD Air Products and Chemicals Inc +161,918 $2.8B
30 Jun 2026 Dodge & Cox Added +2% FTV Fortive Corp +823,575 $2.7B
30 Jun 2026 Dodge & Cox Added +3% BN Brookfield Corp +2,023,796 $2.6B
30 Jun 2026 Dodge & Cox Added +<1% WFC Wells Fargo & Company +159,745 $2.6B
30 Jun 2026 Bill Nygren Added +8% CRM Salesforce.com Inc +1,233,276 $2.5B
30 Jun 2026 Cliff Asness Added +8% AVGO Broadcom Inc +497,873 $2.5B
30 Jun 2026 PRIMECAP Management Added +4% LUV Southwest Airlines Company +1,728,230 $2.5B
30 Jun 2026 Dodge & Cox Added +21% GEHC GE HealthCare Technologies Inc. +6,552,100 $2.4B
30 Jun 2026 Dodge & Cox Added +111% ROP Roper Technologies Inc +3,716,889 $2.4B
30 Jun 2026 Boykin Curry Added +79% MELI MercadoLibre Inc. +621,016 $2.4B
30 Jun 2026 Bill Nygren Added +<1% IQV IQVIA Holdings Inc +555 $2.4B
30 Jun 2026 Hersh Cohen Added +3% TSM Taiwan Semiconductor Manufacturing +153,231 $2.3B
30 Jun 2026 PRIMECAP Management Added +7% SCHW Charles Schwab Corp +1,678,980 $2.3B
30 Jun 2026 Bill Nygren Added +11% COF Capital One Financial Corporation +1,134,363 $2.3B
30 Jun 2026 Cliff Asness Added +22% GOOG Alphabet Inc Class C +1,135,731 $2.2B
30 Jun 2026 Bill Nygren Added +11% SCHW Charles Schwab Corp +2,388,995 $2.2B
30 Jun 2026 Philippe Laffont Added +6% AVGO Broadcom Inc +342,979 $2.2B
30 Jun 2026 Andreas Halvorsen Added +1% V Visa Inc. Class A +65,419 $2.2B
30 Jun 2026 Dodge & Cox Added +2% SBAC SBA Communications Corp +242,970 $2.2B
30 Jun 2026 PRIMECAP Management Added +55% BSX Boston Scientific Corp +17,991,140 $2.2B
30 Jun 2026 Dodge & Cox Added +27% AJG Arthur J Gallagher & Co +2,008,719 $2.1B
30 Jun 2026 Dodge & Cox Added +3% CHTR Charter Communications Inc +405,005 $2.1B
30 Jun 2026 Philippe Laffont Added +5% ETN Eaton Corporation PLC +219,917 $2.1B
30 Jun 2026 Cliff Asness Added +4% GOOGL Alphabet Inc Class A +221,754 $2.1B
30 Jun 2026 Dodge & Cox Added +9% WTW Willis Towers Watson PLC +692,978 $2.1B
30 Jun 2026 Jean-Marie Eveillard Added +16% BDX Becton Dickinson and Company +1,887,224 $2.1B
30 Jun 2026 Dodge & Cox Added +2% ZBH Zimmer Biomet Holdings Inc +582,035 $2.1B
30 Jun 2026 Dodge & Cox Added +3% CARR Carrier Global Corp +853,330 $2.0B
30 Jun 2026 Dodge & Cox Added ×100+ V Visa Inc. Class A +5,416,467 $1.9B
30 Jun 2026 Dodge & Cox Added +4% COF Capital One Financial Corporation +342,994 $1.8B
30 Jun 2026 Jean-Marie Eveillard Added +<1% META Meta Platforms Inc. +24,255 $1.8B
30 Jun 2026 Ron Baron Added +19% MSCI MSCI Inc +512,364 $1.8B
30 Jun 2026 Dodge & Cox Added +49% TRU TransUnion +8,006,700 $1.7B
30 Jun 2026 Philippe Laffont Added +13% GOOGL Alphabet Inc Class A +542,825 $1.7B
30 Jun 2026 Cliff Asness Added +3% GEV GE Vernova LLC +40,792 $1.7B
30 Jun 2026 Jean-Marie Eveillard Added +<1% FMX Fomento Economico Mexicano +106,023 $1.7B
30 Jun 2026 Boykin Curry Added +185% SPGI S&P Global Inc +2,642,317 $1.7B
30 Jun 2026 Tom Steyer Added +6% EA Electronic Arts Inc +449,500 $1.6B
30 Jun 2026 Jean-Marie Eveillard Added +1% ELV Elevance Health Inc +55,905 $1.6B
30 Jun 2026 Jean-Marie Eveillard Added +<1% WPM Wheaton Precious Metals Corp +58,636 $1.6B
30 Jun 2026 Dodge & Cox Added ×100+ TMO Thermo Fisher Scientific Inc +3,029,037 $1.5B
30 Jun 2026 Boykin Curry Added +30% HUM Humana Inc +879,688 $1.5B
30 Jun 2026 Cliff Asness Added +33% ABNB Airbnb Inc +2,624,264 $1.5B
30 Jun 2026 Cliff Asness Added +<1% LRCX Lam Research Corp +33,301 $1.5B
30 Jun 2026 PRIMECAP Management Added +5% V Visa Inc. Class A +208,290 $1.5B
30 Jun 2026 Cliff Asness Added +<1% PCG PG&E Corp +49,408 $1.5B
30 Jun 2026 Bill Nygren Added +68% MRSH Marsh & McLennan Companies, Inc. +3,518,377 $1.4B
30 Jun 2026 PRIMECAP Management Added +<1% ONC BeiGene, Ltd. +32,750 $1.4B
30 Jun 2026 Ron Baron Added +15% H Hyatt Hotels Corporation +937,414 $1.4B
30 Jun 2026 Dodge & Cox Added +2% HLN Haleon plc +3,394,844 $1.4B
30 Jun 2026 Richard Pzena Added +1% BAX Baxter International Inc +767,570 $1.4B
30 Jun 2026 Andreas Halvorsen Added +16% APD Air Products and Chemicals Inc +636,256 $1.4B
30 Jun 2026 Boykin Curry Added +30% WDAY Workday Inc +2,616,675 $1.4B
30 Jun 2026 Boykin Curry Added +329% MA Mastercard Inc +2,057,830 $1.4B
30 Jun 2026 Cliff Asness Added +4% CB Chubb Ltd +162,321 $1.4B
30 Jun 2026 Bill Nygren Added +48% SYY Sysco Corporation +5,283,368 $1.4B
30 Jun 2026 Andreas Halvorsen Added +25% SHW Sherwin-Williams Co +763,112 $1.3B
30 Jun 2026 Cliff Asness Added +12% FTNT Fortinet Inc +901,797 $1.3B
30 Jun 2026 Boykin Curry Added +10% SAP SAP SE ADR +792,012 $1.3B
30 Jun 2026 Philippe Laffont Added +17% EQIX Equinix Inc +182,631 $1.3B
30 Jun 2026 Bill Nygren Added +22% BAC Bank of America Corp +4,183,044 $1.3B
30 Jun 2026 Jean-Marie Eveillard Added +1% HCA HCA Holdings Inc +40,995 $1.3B
71,987 moves · page 1 of 720 Older →

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