Here you can find portfolio holdings of famous value investors, their activities (buys, sells) over quarters, analytical tools based on SEC 13F filing reports.
#Ruane / #CunniffGoldfarb JUST FILED Q1 2026 13F report (portfolio value: $3B+). Sequoia Fund added 3 new positions and completely sold out 1 position.
https://t.co/O9wPQw810W
#DuanYongping JUST FILED Q1 2026 13F report (portfolio value: $20B+). H&H International Investment added 8 new positions and completely sold out 3 positions.
https://t.co/5ZxCvQaCXH
"It is painful to lose money. I think the key for us is to maintain our core philosophy of long-term investing."
- #ChrisHohn#investor#fund#WarrenBuffett
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https://t.co/3op9xCbI2j
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#NicolaiTangen JUST FILED Q1 2026 13F report (portfolio value: $5B+). AKO Capital added 6 new positions and completely sold out 1 position.
https://t.co/Z5Swfv5hN4
#AdamWyden JUST FILED Q1 2026 13F report (portfolio value: $229M+). ADW Capital Management added 4 new positions and completely sold out 1 position.
https://t.co/9DPPM8Xn5F
#TerrySmith JUST FILED Q1 2026 13F report (portfolio value: $12B+). Fundsmith added 1 new position and completely sold out 4 positions.
https://t.co/fGBDKUgK8g
#PremWatsa JUST FILED Q1 2026 13F report (portfolio value: $1B+). Fairfax Financial Holdings added 2 new positions and completely sold out 2 positions.
https://t.co/mDBhac7JbV
#HowardMarks JUST FILED Q1 2026 13F report (portfolio value: $4B+). Oaktree Capital Management added 9 new positions and completely sold out 14 positions.
https://t.co/yhiVT9eZGE
#PhilTown JUST FILED Q1 2026 13F report (portfolio value: $215M+). Rule One Fund added 2 new positions and completely sold out 1 position.
https://t.co/8TVVvjjrnz
#DonaldGSmith JUST FILED Q1 2026 13F report (portfolio value: $5B+). Donald Smith & Co. added 7 new positions and completely sold out 5 positions.
https://t.co/osbeba6tmk
#FrancisChou JUST FILED Q1 2026 13F report (portfolio value: $207M+). Chou Associates Management added 4 new positions and completely sold out 2 positions.
https://t.co/7VckmnQmza
#DavidMPolen JUST FILED Q1 2026 13F report (portfolio value: $14B+). Polen Capital Management added 69 new positions and completely sold out 79 positions.
https://t.co/YYJo4O44Wv