Latest filings

Each manager’s most recent 13F filings, newest first, with the biggest buys and sales by estimated value traded.

26days

to the Q3 2026 13F deadline, Mon 16 Nov

Buying now (Form 4)

Managers that own more than 10% of a company report each trade within two business days. These purchases are newer than any 13F. All insider buying

▲ $595mBerkshire Hathaway bought Lennar LEN7,502,276 shares at about $79.35, 17 Sep 2026 to 2 Oct 2026, in 45 trades
▲ $187mConifer Management bought Group 1 Automotive GPI720,030 shares at about $260.08, 1 Sep 2026 to 30 Sep 2026, in 104 trades
▲ $19kHorizon Kinetics bought Texas Pacific Land Corporati TPL51 shares at about $367.59, 23 Jul 2026 to 29 Sep 2026, in 48 trades

5% stake filings

Holdings of 5% or more of a company, often reported weeks before the next 13F. How this works

Schedule 13D and 13G filings. Amendments update an earlier stake; a figure under 5% means the holder has dropped below the threshold. A 13D means the holder may seek to influence the company. How to read a 13D.

Manager	Company	Owns	Form	Filed
Oaktree Capital Management	Matthews International	9.7%	13G/A	20 Oct 2026
Berkshire Hathaway	Lennar	12.5%	13G/A	7 Oct 2026
Brave Warrior Advisors	Autonation	5.8%	13G	2 Oct 2026
Conifer Management	Group 1 Automotive13D	15.4%	13D/A	29 Sep 2026
Carl Icahn	Icahn Enterprises13D	87.7%	13D/A	25 Sep 2026
Conifer Management	Group 1 Automotive13D	12.7%	13D/A	22 Sep 2026
Markel Group	Hagerty13D	42.0%	13D/A	14 Sep 2026
Conifer Management	Group 1 Automotive13D	11.4%	13D/A	8 Sep 2026
Fairfax Financial Holdings	Equinox Gold	6.4%	13G	25 Aug 2026
Carl Icahn	Jetblue Airways13D	3.3%below 5%	13D/A	20 Aug 2026
Conifer Management	Group 1 Automotive13D	9.7%	13D	20 Aug 2026
Southeastern Asset Management	Gci Liberty	5.4%	13G	14 Aug 2026
Southeastern Asset Management	Empire State Realty Trust	5.1%	13G	14 Aug 2026
Southeastern Asset Management	Shenandoah Telecommunications	4.7%below 5%	13G/A	14 Aug 2026
Southeastern Asset Management	IAC	4.6%below 5%	13G/A	14 Aug 2026
Berkshire Hathaway	Delta Air Lines	8.7%	13G/A	14 Aug 2026
Berkshire Hathaway	Lennar	6.2%	13G	14 Aug 2026
Gates Foundation Trust	The Mexico Fund, Inc.	4.5%below 5%	13G/A	14 Aug 2026
CAS Investment Partners	Hilton Grand Vacations13D	6.5%	13D	14 Aug 2026
Kahn Brothers	Mbia	8.3%	13G	14 Aug 2026

Q3 2026 filings

Smead Capital Management

Q3 2026 13F, filed 16 Oct 2026 · $4.7bn · filing

0 new, 8 added to, 23 trimmed, 0 sold out

Biggest buys

Crocs+45.1%$25.9m
Zoetis+28.2%$24.3m
Western Alliance Bancorporation+18.5%$22.2m

Biggest sales

Simon Property Group-10.3%$32.4m
Amgen-11.0%$26.3m
Bank of America-16.8%$25.0m

Matrix Asset Advisors

Q3 2026 13F, filed 13 Oct 2026 · $1.2bn · filing

2 new, 33 added to, 34 trimmed, 8 sold out

Biggest buys

Mcdonalds+410.8%$11.7m
Uber Technologiesnew$11.2m
Tyson Foods+17.6%$4.4m

Biggest sales

Lockheed Martinsold out$17.0m
Target-62.2%$9.3m
Nikesold out$9.2m

Q2 2026 filings

Giverny Capital

Q2 2026 13F, filed 26 Aug 2026 · $3.0bn · filing

7 new, 11 added to, 29 trimmed, 7 sold out

Biggest buys

Automatic Data Processing+56.2%$52.7m
Ny Timesnew$33.9m
Resmed+68.5%$30.7m

Biggest sales

Berkshire Hathaway-34.4%$65.1m
Keysight Technologies-55.7%$50.9m
Analog Devices-45.4%$24.7m

First Eagle Investment Management

Q2 2026 13F, filed 24 Aug 2026 · $61bn · filing

41 new, 257 added to, 98 trimmed, 37 sold out

Biggest buys

Biggest sales

Texas Instruments-98.6%$703m
Expeditors International of Washington-66.0%$562m
CH Robinson Worldwide-36.4%$347m

Muhlenkamp & Company

Q2 2026 13F, filed 18 Aug 2026 · $345m · filing

1 new, 15 added to, 5 trimmed, 2 sold out

Biggest buys

Biggest sales

Mastecsold out$13.8m
Ea Series Trustsold out$12.9m
Apple-0.7%$110k

AltaRock Partners

Q2 2026 13F, filed 17 Aug 2026 · $4.2bn · filing

0 new, 3 added to, 5 trimmed, 0 sold out

Biggest buys

Microsoft+25.0%$174m
Mastercard+46.2%$124m
Visa+67.7%$116m

Biggest sales

Amazon.com-24.3%$383m
Moody's-64.9%$244m
Transdigm Group-3.7%$38.7m

Kahn Brothers

Q2 2026 13F, filed 17 Aug 2026 · $633m · filing

1 new, 12 added to, 16 trimmed, 1 sold out

Biggest buys

Zillow Group+116.8%$20.1m
Mbia+104.9%$14.1m
Seaport Entertainment Group+2.7%$632k

Biggest sales

Organon & Co-51.8%$17.2m
Seaboard-8.2%$2.7m
Walt Disney-5.2%$1.9m

Akre Capital Management

Q2 2026 13F, filed 14 Aug 2026 · $5.1bn · filing

0 new, 2 added to, 13 trimmed, 0 sold out

Biggest buys

CoStar Group+13.1%$38.3m
ServiceNow+13.7%$14.9m

Biggest sales

Brookfield-28.8%$199m
KKR & Co.-25.8%$161m
Visa-32.2%$160m

Appaloosa

Q2 2026 13F, filed 14 Aug 2026 · $7.7bn · filing

6 new, 11 added to, 5 trimmed, 12 sold out

Biggest buys

Boeingnew$173m
Amazon.com+15.7%$162m
Taiwan Semiconductor Manufacturing+24.3%$154m

Biggest sales

Micron Technology-41.4%$233m
Alibaba Group Holding-42.3%$184m
Sandisksold out$179m

Berkshire Hathaway

Q2 2026 13F, filed 14 Aug 2026 · $299bn · filing

1 new, 5 added to, 6 trimmed, 1 sold out

Biggest buys

Alphabet+83.2%$17bn
Delta Air Lines+44.0%$1.6bn
Lennar+29.7%$278m

Biggest sales

Bank of America-5.9%$1.5bn
Kroger-22.0%$796m
Capital One Financial-58.0%$757m

Biglari Capital

Q2 2026 13F, filed 14 Aug 2026 · $1.2bn · filing

0 new, 2 added to, 2 trimmed, 0 sold out

Biggest buys

Biglari Holdings+3.5%$32.2m
Ferrari+18.8%$20.5m

Biggest sales

El Pollo Loco Holdings-5.6%$3.1m
Cracker Barrel Old Country Store-94.4%$952k

Brave Warrior Advisors

Q2 2026 13F, filed 14 Aug 2026 · $4.6bn · filing

7 new, 6 added to, 15 trimmed, 3 sold out

Biggest buys

Arthur J Gallagher & Conew$295m
Ryanair Holdings+30.2%$59.5m
Icon+5.2%$27.2m

Biggest sales

Td Synnex-52.8%$272m
F&G Annuities and Life-53.6%$72.7m
Millrose Pptys-29.2%$69.6m

Carl Icahn

Q2 2026 13F, filed 14 Aug 2026 · $8.3bn · filing

0 new, 2 added to, 2 trimmed, 0 sold out

Biggest buys

Icahn Enterprises+12.6%$497m
SandRidge Energy+2.2%$1.5m

Biggest sales

American Electric Power-63.9%$101m
Jetblue Airways-38.6%$57.3m

CAS Investment Partners

Q2 2026 13F, filed 14 Aug 2026 · $1.9bn · filing

2 new, 1 added to, 3 trimmed, 1 sold out

Biggest buys

Carvana+396.8%$1.2bn
Meta Platformsnew$76.7m
Marriott Vacations Worldwidenew$40.8m

Biggest sales

Capital One Financialsold out$105m
Cardlytics-90.9%$5.0m
Hilton Grand Vacations-0.6%$1.3m

Dorsey Asset Management

Q2 2026 13F, filed 14 Aug 2026 · $1.6bn · filing

0 new, 8 added to, 3 trimmed, 0 sold out

Biggest buys

Applovin+38.6%$63.0m
Booking Holdings+80.4%$58.9m
Uber Technologies+61.6%$48.5m

Biggest sales

Sunbelt Rentals Holdings-47.8%$68.6m
Aercap Holdings-31.7%$48.9m
ASML Holding-7.1%$13.1m

Engaged Capital

Q2 2026 13F, filed 14 Aug 2026 · $327m · filing

1 new, 1 added to, 4 trimmed, 0 sold out

Biggest buys

Freshpetnew$28.7m
GXO Logistics+19.8%$8.3m

Biggest sales

Yeti Holdings-33.1%$21.6m
Blackline-39.5%$20.0m
Cognex-30.0%$7.1m

Fairfax Financial Holdings

Q2 2026 13F, filed 14 Aug 2026 · $2.6bn · filing

6 new, 7 added to, 2 trimmed, 3 sold out

Biggest buys

Eldorado Goldnew$427m
Orla Mining+83.5%$259m
Kraft Heinz+171.6%$213m

Biggest sales

Kennedy-Wilson Holdingssold out$144m
Blackberrysold out$113m
Garrett Motion-44.3%$1.5m

Fairholme Capital Management

Q2 2026 13F, filed 14 Aug 2026 · $1.5bn · filing

3 new, 3 added to, 1 trimmed, 0 sold out

Biggest buys

Berkshire Hathaway+74.1%$22.2m
Pfizernew$5.6m
Campbell'snew$2.6m

Biggest sales

St JOE-5.4%$64.5m

First Pacific Advisors (FPA)

Q2 2026 13F, filed 14 Aug 2026 · $8.1bn · filing

6 new, 29 added to, 18 trimmed, 18 sold out

Biggest buys

Arthur J Gallagher & Co+244.7%$218m
Danahernew$108m
Intuitnew$86.6m

Biggest sales

Alphabet-9.1%$79.0m
Marriott International-92.1%$70.1m
Dell Technologiessold out$62.9m

Fundsmith

Q2 2026 13F, filed 14 Aug 2026 · $14bn · filing

13 new, 4 added to, 21 trimmed, 6 sold out

Biggest buys

Uber Technologiesnew$645m
Mastercardnew$639m
Taiwan Semiconductor Manufacturingnew$548m

Biggest sales

Mettler-Toledo Internationalsold out$717m
Zoetissold out$458m
Philip Morris International-43.0%$364m

Gates Foundation Trust

Q2 2026 13F, filed 14 Aug 2026 · $34bn · filing

2 new, 0 added to, 2 trimmed, 0 sold out

Biggest buys

Home Depotnew$353m
Fedex Freight Holdingnew$180m

Biggest sales

Berkshire Hathaway-13.8%$1.1bn
Waste Management-3.3%$212m

Greenlea Lane Capital

Q2 2026 13F, filed 14 Aug 2026 · $364m · filing

1 new, 0 added to, 4 trimmed, 0 sold out

Biggest buys

Spotify Technologynew$18.1m

Biggest sales

Amazon.com-10.3%$6.7m
Markel Group-10.0%$4.3m
Tesla-13.4%$2.7m

Greenlight Capital

Q2 2026 13F, filed 14 Aug 2026 · $3.9bn · filing

7 new, 11 added to, 11 trimmed, 6 sold out

Biggest buys

Biggest sales

Victorias Secret andsold out$105m
SLMsold out$45.0m
Peloton Interactivesold out$43.4m

H&H International (Duan Yongping)

Q2 2026 13F, filed 14 Aug 2026 · $19bn · filing

1 new, 3 added to, 7 trimmed, 2 sold out

Biggest buys

Biggest sales

NVIDIA-54.6%$1.3bn
Alphabet-46.9%$498m
Apple-6.4%$469m

Harris Associates (Oakmark)

Q2 2026 13F, filed 14 Aug 2026 · $75bn · filing

9 new, 49 added to, 84 trimmed, 5 sold out

Biggest buys

Marsh & Mclennan Companies+68.1%$586m
Sysco+48.0%$442m
Equitable Holdings+33495.5%$415m

Biggest sales

Himalaya Capital

Q2 2026 13F, filed 14 Aug 2026 · $3.7bn · filing

0 new, 2 added to, 0 trimmed, 6 sold out

Biggest buys

PDD Holdings+133.5%$469m
Berkshire Hathaway+23.5%$105m

Biggest sales

Bank of Americasold out$146m
Occidental Petroleumsold out$95.3m
S&P Globalsold out$51.7m

Mairs & Power

Q2 2026 13F, filed 14 Aug 2026 · $11bn · filing

11 new, 53 added to, 106 trimmed, 8 sold out

Biggest buys

Arthur J Gallagher & Conew$71.5m
CME Groupnew$43.2m
Waste Management+48.4%$43.0m

Biggest sales

UnitedHealth Group-24.4%$49.0m
Honeywell Internationalsold out$47.1m
Littelfuse-16.9%$41.6m

Miller Value Partners

Q2 2026 13F, filed 14 Aug 2026 · $423m · filing

4 new, 20 added to, 22 trimmed, 3 sold out

Biggest buys

Direxion Shares Etf Trustnew$24.6m
Cotynew$8.5m
Gray Media+34.9%$7.4m

Biggest sales

Spdr S&P 500 Etf Trustsold out$19.5m
Bread Financial Holdings-31.4%$4.6m
USA Today-28.9%$4.0m

Omega Family Office (Leon Cooperman)

Q2 2026 13F, filed 14 Aug 2026 · $3.5bn · filing

4 new, 7 added to, 3 trimmed, 6 sold out

Biggest buys

Gpginew$180m
Whitehawk Mineralsnew$90.7m
Amrizenew$46.9m

Biggest sales

Sunoco-86.0%$90.6m
Elevance Healthsold out$66.7m
Sunoptasold out$60.3m

Pershing Square

Q2 2026 13F, filed 14 Aug 2026 · $19bn · filing

5 new, 4 added to, 3 trimmed, 1 sold out

Biggest buys

Visanew$1.1bn
Mastercardnew$1.1bn
S&P Globalnew$1.1bn

Biggest sales

Amazon.com-25.2%$602m
Alphabetsold out$98.7m
Brookfield-3.7%$89.7m

Punch Card Management

Q2 2026 13F, filed 14 Aug 2026 · $256m · filing

0 new, 0 added to, 2 trimmed, 0 sold out

Biggest sales

Ishares Tr-59.1%$27.4m
Crocs-2.9%$1.4m

Ruane, Cunniff & Goldfarb (Sequoia)

Q2 2026 13F, filed 14 Aug 2026 · $6.4bn · filing

4 new, 6 added to, 26 trimmed, 0 sold out

Biggest buys

Roper Technologiesnew$228m
SAP+64.9%$75.0m
Icon+25.3%$71.8m

Biggest sales

RV Capital

Q2 2026 13F, filed 14 Aug 2026 · $383m · filing

0 new, 2 added to, 5 trimmed, 0 sold out

Biggest buys

Carvana+367.3%$91.2m
Microsoft+31.2%$2.9m

Biggest sales

Semper Augustus

Q2 2026 13F, filed 14 Aug 2026 · $885m · filing

7 new, 11 added to, 13 trimmed, 1 sold out

Biggest buys

Builders Firstsource+142.6%$29.1m
Paychexnew$20.8m
S&P Globalnew$18.7m

Biggest sales

Five Below-45.2%$19.9m
Starbucks-81.8%$18.4m
Cummins-67.2%$14.3m

Southeastern Asset Management

Q2 2026 13F, filed 14 Aug 2026 · $1.9bn · filing

2 new, 8 added to, 23 trimmed, 4 sold out

Biggest buys

Abbott Laboratoriesnew$76.3m
CNX Resources+16.2%$22.0m
Tencent Music Entertainment Groupnew$19.2m

Biggest sales

Bio-Rad Laboratoriessold out$45.4m
IAC-22.1%$35.7m
Rayonier-11.8%$26.2m

TCI Fund Management

Q2 2026 13F, filed 14 Aug 2026 · $53bn · filing

2 new, 4 added to, 3 trimmed, 1 sold out

Biggest buys

Biggest sales

Valley Forge Capital Management

Q2 2026 13F, filed 14 Aug 2026 · $3.1bn · filing

0 new, 0 added to, 4 trimmed, 0 sold out

Biggest sales

Mastercard-28.3%$211m
Fair Isaac-12.6%$104m
S&P Global-13.3%$99.5m

ValueAct

Q2 2026 13F, filed 14 Aug 2026 · $5.6bn · filing

1 new, 7 added to, 5 trimmed, 1 sold out

Biggest buys

Rocket Companies+47.7%$212m
CBRE Group+323.0%$102m
Spotify Technology+46.9%$77.3m

Biggest sales

Liberty Media-44.6%$222m
Mongodb-84.0%$213m
Roblox-46.2%$153m

Wedgewood Partners

Q2 2026 13F, filed 14 Aug 2026 · $484m · filing

0 new, 7 added to, 11 trimmed, 4 sold out

Biggest buys

Amazon.com+35.6%$8.5m
Meta Platforms+16.2%$6.0m
Microsoft+21.1%$5.8m

Biggest sales

Tractor Supplysold out$20.7m
CDWsold out$17.5m
Zoetissold out$13.4m

Abrams Capital Management

Q2 2026 13F, filed 13 Aug 2026 · $5.5bn · filing

0 new, 0 added to, 1 trimmed, 0 sold out

Biggest sales

Alphabet-26.5%$142m

Baupost Group

Q2 2026 13F, filed 13 Aug 2026 · $5.4bn · filing

3 new, 6 added to, 9 trimmed, 2 sold out

Biggest buys

Genuine Parts+89.0%$156m
Amazon.com+20.0%$149m
CME Groupnew$137m

Biggest sales

Willis Towers Watsonsold out$260m
WESCO International-53.9%$212m
Restaurant Brands International-16.4%$98.1m

Conifer Management

Q2 2026 13F, filed 13 Aug 2026 · $607m · filing

1 new, 1 added to, 0 trimmed, 1 sold out

Biggest buys

Air Globalnew$64.4m
Group 1 Automotive+28.1%$61.7m

Biggest sales

Lithia Motorssold out$52.9m

Dalal Street (Mohnish Pabrai)

Q2 2026 13F, filed 13 Aug 2026 · $327m · filing

1 new, 1 added to, 2 trimmed, 0 sold out

Biggest buys

Kaspi Kz Jscnew$147k
Transocean0.0%$29k

Biggest sales

Alpha Metallurgical Resources-10.8%$12.8m
Warrior Met Coal-3.7%$6.2m

Dodge & Cox

Q2 2026 13F, filed 13 Aug 2026 · $191bn · filing

7 new, 68 added to, 94 trimmed, 6 sold out

Biggest buys

Visa+630554.9%$1.9bn
Thermo Fisher Scientific+11767.4%$1.5bn
Roper Technologies+111.2%$1.3bn

Biggest sales

LyondellBasell Industriessold out$1.4bn
Norfolk Southern-59.9%$1.1bn
Goldman Sachs Group-90.3%$1.1bn

Gardner Russo & Quinn

Q2 2026 13F, filed 13 Aug 2026 · $8.9bn · filing

1 new, 10 added to, 39 trimmed, 2 sold out

Biggest buys

Eurofins Scientific+32.2%$78.2m
Doordash+18.5%$34.1m
Exxon Mobilnew$24.8m

Biggest sales

Alphabet-9.0%$86.8m
Berkshire Hathaway-2.8%$44.2m
JPMorgan Chase-83.4%$36.5m

Oakcliff Capital

Q2 2026 13F, filed 13 Aug 2026 · $268m · filing

1 new, 1 added to, 0 trimmed, 0 sold out

Biggest buys

Moody'snew$15.4m
Guidewire Software+10.1%$1.8m

Oaktree Capital Management

Q2 2026 13F, filed 13 Aug 2026 · $7.2bn · filing

10 new, 8 added to, 19 trimmed, 11 sold out

Biggest buys

Oaktree Specialty Lending+325.0%$71.9m
Seanew$60.9m
Viasatnew$56.6m

Biggest sales

Sunopta-99.6%$134m
Garrett Motion-48.0%$127m
Petroleo Brasileiro SA - Petrobrassold out$126m

AKO Capital

Q2 2026 13F, filed 12 Aug 2026 · $4.3bn · filing

0 new, 5 added to, 17 trimmed, 5 sold out

Biggest buys

Sunbelt Rentals Holdings+90.7%$216m
Air Products & Chemicals+137.1%$93.8m
Alcon+3.8%$24.1m

Biggest sales

Booking Holdingssold out$210m
Waters-75.1%$183m
Intercontinental Exchange-46.3%$136m

Chou Associates

Q2 2026 13F, filed 12 Aug 2026 · $217m · filing

1 new, 0 added to, 1 trimmed, 0 sold out

Biggest buys

Vitesse Energynew$20k

Biggest sales

Apple-9.1%$1.0m

Third Avenue Management

Q2 2026 13F, filed 12 Aug 2026 · $625m · filing

4 new, 13 added to, 21 trimmed, 2 sold out

Biggest buys

Robert Half+33.7%$9.3m
Taylor Morrison Homenew$6.2m
Maximusnew$4.0m

Biggest sales

Rogers-59.2%$9.6m
Warrior Met Coal-21.6%$7.3m
Tri Pointe Homessold out$7.3m

Trian Fund Management

Q2 2026 13F, filed 12 Aug 2026 · $4.2bn · filing

0 new, 2 added to, 2 trimmed, 0 sold out

Biggest buys

GE HealthCare Technologies+76194.4%$197m
Wendy’s+0.1%$186k

Biggest sales

Janus Henderson Group-19.5%$319m
Invesco-45.3%$32.7m

Weitz Investment Management

Q2 2026 13F, filed 12 Aug 2026 · $1.4bn · filing

3 new, 10 added to, 20 trimmed, 2 sold out

Biggest buys

Netflixnew$10.5m
Capital One Financialnew$8.0m
Martin Marietta Materials Ord+19.1%$4.4m

Biggest sales

Old Dominion Freight Linesold out$25.8m
Alphabet-17.9%$16.8m
Texas Instruments-51.3%$16.0m

Davis Selected Advisers

Q2 2026 13F, filed 11 Aug 2026 · $23bn · filing

2 new, 18 added to, 85 trimmed, 2 sold out

Biggest buys

Devon Energynew$1.0bn
JBS N.V.+90.6%$282m
Amazon.com+24.8%$203m

Biggest sales

Coterra Energysold out$1.3bn
Applied Materials-91.4%$374m
Teck Resources-21.0%$115m

Horizon Kinetics

Q2 2026 13F, filed 11 Aug 2026 · $8.8bn · filing

13 new, 65 added to, 157 trimmed, 18 sold out

Biggest buys

Miami International Holdings+127.2%$163m
Grayscale Bitcoin Mini Trust ETF+102.0%$79.5m
Whitehawk Mineralsnew$43.2m

Biggest sales

Smead Capital Management

Q2 2026 13F, filed 11 Aug 2026 · $4.7bn · filing

1 new, 7 added to, 23 trimmed, 1 sold out

Biggest buys

Zoetisnew$88.6m
NVR+31.2%$45.7m
Lennar+27.4%$39.3m

Biggest sales

Ebay-53.9%$87.0m
Qualcommsold out$70.3m
Cenovus Energy-10.1%$39.7m

Yacktman Asset Management

Q2 2026 13F, filed 11 Aug 2026 · $8.1bn · filing

1 new, 50 added to, 8 trimmed, 3 sold out

Biggest buys

Biggest sales

Ishares-43.1%$52.0m
BNY-82.0%$34.8m
Ebay-17.4%$24.3m

Vulcan Value Partners

Q2 2026 13F, filed 10 Aug 2026 · $3.3bn · filing

4 new, 6 added to, 26 trimmed, 1 sold out

Biggest buys

Mastercard+31.3%$61.5m
Ryan Specialty Holdings+20.0%$49.7m
Ares Management+12.5%$23.5m

Biggest sales

UnitedHealth Group-92.6%$229m
Amazon.com-37.8%$126m
Everest Group-23.9%$106m

Jensen Investment Management

Q2 2026 13F, filed 7 Aug 2026 · $4.1bn · filing

1 new, 8 added to, 69 trimmed, 2 sold out

Biggest buys

TJX Companies+2072.6%$72.7m
Amphenol Ord+172.7%$68.6m
Cintasnew$56.7m

Biggest sales

Alphabet-45.0%$187m
Apple-46.1%$187m
Microsoft-37.1%$161m

Tweedy, Browne

Q2 2026 13F, filed 7 Aug 2026 · $1.3bn · filing

13 new, 41 added to, 34 trimmed, 15 sold out

Biggest buys

Biggest sales

FedEx-85.4%$22.5m
Sealed Airsold out$18.0m
Alphabet-28.8%$16.4m

Polen Capital Management

Q2 2026 13F, filed 4 Aug 2026 · $12bn · filing

66 new, 60 added to, 89 trimmed, 70 sold out

Biggest buys

GE Aerospacenew$258m
Ge Vernovanew$231m
ATInew$161m

Biggest sales

Zoetis-92.4%$461m
Aon-87.9%$384m
Microsoft-26.3%$277m

Changes compare share counts with the manager’s previous filing, adjusted for stock splits. Values traded are estimates at quarter-end prices.