16 of the 38 biggest fund managers own Visa ($V).
4 of them hold it above 5% of their portfolio: Chris Hohn (19.8%), John Armitage (14.1%), Akre Capital (7.5%), Andreas Halvorsen (6.3%).
Last quarter: 11 bought, 5 sold.
Owned is not the same as believed in.
5 of 11 crypto treasuries are worth less than their own coins today, on enterprise value (debt + preferred included).
Strategy ($MSTR), the biggest: $73.42B in BTC vs $86.25B of enterprise value — 1.17x. Market cap alone: 0.91x.
Coins at Sep 21 prices, from SEC balance sheets.
I build free tools that track this straight from SEC filings: 13F portfolios, Form 4 insider trades, insider buy/sell rankings and a US stock screener -> https://t.co/T0hDZunF69
$1,000 in $MCD in 1996.
Dividends taken in cash: $300 in 2025.
Every dividend reinvested: $567. Same stock, same $1,000.
41.9 shares became 81.8. The gap grew every single year.
Compounding is slow, until it isn't.
Would you take the cash or reinvest?
Source: Yahoo Finance prices and dividends, Sep 23, 1996 to Sep 21, 2026, 96 payments. Dividends only, not total return. 2026 shows 3 of 4 payments. No shares sold in either scenario.
Brown & Brown ($BRO) has raised its dividend 28 years in a row — every year since 1997 in our records.
$0.02 per share in 1997 → $0.61 in 2025. That's 27.8× — 12.6% a year. Yield today: 1.0%.
8 of the 38 biggest fund managers own it.
Insiders, last 12 months: no buys and 2 sales ($529.71K) by executives and directors.
All of it comes from public 13F and Form 4 filings, not from anyone's opinion.
🟢 Insider buy: Lyons Michael P. (President & CEO) bought $1.02M of Truist Financial ($TFC).
21,000 shares at $48.36 on Sep 17. It's a new stake.
5 of the 38 biggest fund managers we track also hold it.
Filed with the SEC on Form 4.
Who bought and sold Meta Platforms ($META) in Q2 2026, among the 38 biggest fund managers we track:
Bought (6): Renaissance Technologies (+698%), Andreas Halvorsen (+76%)
Sold (12): Baillie Gifford (−22%), Ken Griffin (−39%)
Net: +$124.93M, at quarter-end prices.
I build free tools that track this straight from SEC filings: 13F portfolios, Form 4 insider trades, insider buy/sell rankings and a US stock screener -> https://t.co/GI8X9rnkWv
3 stocks = 99% of Mohnish Pabrai's US portfolio. Berkshire needs 19.
13 of the 38 superinvestors we track need fewer.
TCI (Chris Hohn): 10 stocks, needs all 10.
Bruce Berkowitz: 76.4% in one stock, $JOE.
Berkshire isn't even top 10.
What do you think Pabrai's 3 are?
Stocks needed to reach 99% of each latest 13F (SEC). US-listed holdings only: Pabrai, Li Lu and Watsa also own stocks abroad. Pershing Square as of Mar 31 (13F-NT for Q2). Share classes merged.
Top positions: $HCC $GOOGL $JOE $LOAR $BN $GE $IEP $TFPM $MA $ORLA $AAPL
19 of the 38 biggest fund managers own Taiwan Semiconductor Manufacturing ($TSM).
6 of them hold it above 5% of their portfolio: Lansdowne Partners (29.0%), David Tepper (10.5%) and 4 more.
Last quarter: 7 bought, 11 sold.
Owned is not the same as believed in.
5 of 11 crypto treasuries are worth less than their own coins today, on enterprise value (debt + preferred included).
Strategy ($MSTR), the biggest: $68.19B in BTC vs $85.48B of enterprise value — 1.25x. Market cap alone: 0.97x.
Coins at Sep 20 prices, from SEC balance sheets.