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Every move, every quarter.

The top 20 highest-conviction buys, adds, trims, and exits by the best portfolio managers in the world — ranked within each quarter by manager quality. For the full move list per quarter, drill into the quarter header or see biggest buys / biggest sells.

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Q1 2026

Showing top 20 of 1101 moves · full digest →
BUY NEW
DAL
DELTA AIR LINES INC
Warren BuffettTier 1
Share change: +39.81MPosition: 1.00% of portfolioBerkshire Hathaway
BUY NEW
GOOG
ALPHABET INC
Warren BuffettTier 1
Share change: +3.59MPosition: 0.40% of portfolioBerkshire Hathaway
BUY NEW
MACYS
MACYS INC
Warren BuffettTier 1
Share change: +3.04MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
V
VISA INC
Warren BuffettTier 1
Share change: -8.30MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
MA
MASTERCARD INCORPORATED
Warren BuffettTier 1
Share change: -3.99MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
UNH
UNITEDHEALTH GROUP INC
Warren BuffettTier 1
Share change: -5.04MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
DPZ
DOMINOS PIZZA INC
Warren BuffettTier 1
Share change: -3.35MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
AON
AON PLC
Warren BuffettTier 1
Share change: -3.60MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
POOL
POOL CORP
Warren BuffettTier 1
Share change: -3.07MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
AMZN
AMAZON COM INC
Warren BuffettTier 1
Share change: -2.28MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
CHTR
CHARTER COMMUNICATIONS INC N
Warren BuffettTier 1
Share change: -1.06MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
HEI
HEICO CORP NEW
Warren BuffettTier 1
Share change: -1.29MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
LAMR
LAMAR ADVERTISING CO NEW
Warren BuffettTier 1
Share change: -1.20MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
LSXMA
LIBERTY MEDIA CORP DEL
Warren BuffettTier 1
Share change: -3.02MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
BATRA
ATLANTA BRAVES HLDGS INC
Warren BuffettTier 1
Share change: -115KPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
DEO
DIAGEO PLC
Warren BuffettTier 1
Share change: -228KPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
ALLE
ALLEGION PLC
Warren BuffettTier 1
Share change: -780KPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
LILAK
LIBERTY LATIN AMERICA LTD
Warren BuffettTier 1
Share change: -3.68MPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
GOOGL
ALPHABET INC
Chris HohnTier 1
Share change: +2.46MPosition: 1.80% of portfolioTCI Fund Management
BUY NEW
CRM
SALESFORCE INC
Chuck AkreTier 1
Share change: +818KPosition: 2.50% of portfolioAkre Capital Management
+ 1081 more moves this quarter → full digest

Q4 2025

Showing top 20 of 1065 moves · full digest →
BUY NEW
FND
Warren BuffettTier 1
New Floor & Decor position — retail bet.
Share change: +6.50MPosition: 0.80% of portfolioBerkshire Hathaway
BUY NEW
LLYVK
LIBERTY LIVE HOLDINGS INC
Warren BuffettTier 1
Share change: +15.90MPosition: 0.50% of portfolioBerkshire Hathaway
BUY NEW
NYT
NEW YORK TIMES CO
Warren BuffettTier 1
Share change: +5.07MPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
FTNT
Stephen MandelTier 1
New Fortinet cybersecurity position.
Share change: +950KPosition: 2.80% of portfolioLone Pine Capital
BUY NEW
UBER
David TepperTier 1
New Uber position — AV optionality thesis.
Share change: +3.50MPosition: 4.10% of portfolioAppaloosa Management
BUY NEW
SCHW
John ArmitageTier 1
New Schwab position.
Share change: +1.40MPosition: 4.70% of portfolioEgerton Capital
EXIT
VRSK
VERISK ANALYTICS INC
Chuck AkreTier 1
Share change: -8KPosition: 0.00% of portfolioAkre Capital Management
BUY NEW
CB
CHUBB LIMITED
David RolfeTier 1
Share change: +57KPosition: 3.40% of portfolioWedgewood Partners
BUY NEW
AMZN
AMAZON COM INC
David RolfeTier 1
Share change: +58KPosition: 2.60% of portfolioWedgewood Partners
BUY NEW
IVV
ISHARES TR
David RolfeTier 1
Share change: +12KPosition: 1.10% of portfolioWedgewood Partners
EXIT
POOL
POOL CORP
David RolfeTier 1
Share change: -32KPosition: 0.00% of portfolioWedgewood Partners
BUY NEW
BALL
BALL CORP
David TepperTier 1
Share change: +1.20MPosition: 0.90% of portfolioAppaloosa Management
EXIT
FE
FISERV INC
David TepperTier 1
Share change: -925KPosition: 0.00% of portfolioAppaloosa Management
EXIT
BLOCK
BLOCK INC
David TepperTier 1
Share change: -370KPosition: 0.00% of portfolioAppaloosa Management
BUY NEW
IONQ
INTUITIVE SURGICAL INC
François RochonTier 1
Share change: +405Position: 0.00% of portfolioGiverny Capital
EXIT
FE
FISERV INC
François RochonTier 1
Share change: -651KPosition: 0.00% of portfolioGiverny Capital
EXIT
CARG
CARMAX INC
François RochonTier 1
Share change: -1.67MPosition: 0.00% of portfolioGiverny Capital
EXIT
ALGN
ALIGN TECHNOLOGY INC
François RochonTier 1
Share change: -46KPosition: 0.00% of portfolioGiverny Capital
EXIT
CACC
CREDIT ACCEP CORP MICH
François RochonTier 1
Share change: -7KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
ONITY
ONITY GROUP INC
Howard MarksTier 1
Share change: +391KPosition: 0.30% of portfolioOaktree Capital
+ 1045 more moves this quarter → full digest

Q3 2025

Showing top 20 of 1090 moves · full digest →
EXIT
SIRI
Warren BuffettTier 1
Closed Sirius XM fully.
Share change: -36.00MBerkshire Hathaway
BUY NEW
DPZ
Warren BuffettTier 1
New Domino's Pizza position — surprise entry.
Share change: +1.20MPosition: 0.30% of portfolioBerkshire Hathaway
BUY NEW
GOOGL
ALPHABET INC
Warren BuffettTier 1
Share change: +17.85MPosition: 1.60% of portfolioBerkshire Hathaway
EXIT
DHI
D R HORTON INC
Warren BuffettTier 1
Share change: -1.49MPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
ARM
Stanley DruckenmillerTier 1
New ARM Holdings position.
Share change: +1.50MPosition: 3.20% of portfolioDuquesne Family Office
BUY NEW
PLTR
Stanley DruckenmillerTier 1
New Palantir — AI software thesis.
Share change: +1.20MPosition: 2.80% of portfolioDuquesne Family Office
BUY NEW
GOOG
Seth KlarmanTier 1
First-time Alphabet position.
Share change: +840KPosition: 3.80% of portfolioBaupost Group
BUY NEW
STR
Howard MarksTier 1
New Sitio Royalties — mineral rights.
Share change: +5.40MPosition: 5.10% of portfolioOaktree Capital
BUY NEW
BABA
David TepperTier 1
New Alibaba position — China contrarian.
Share change: +1.70MPosition: 4.20% of portfolioAppaloosa Management
EXIT
GOOGL
ALPHABET INC
Chris HohnTier 1
Share change: -3.16MPosition: 0.00% of portfolioTCI Fund Management
BUY NEW
AMD
ADVANCED MICRO DEVICES INC
David TepperTier 1
Share change: +950KPosition: 2.10% of portfolioAppaloosa Management
BUY NEW
FE
FISERV INC
David TepperTier 1
Share change: +925KPosition: 1.60% of portfolioAppaloosa Management
EXIT
INTC
INTEL CORP
David TepperTier 1
Share change: -8.00MPosition: 0.00% of portfolioAppaloosa Management
EXIT
ORCL
ORACLE CORP
David TepperTier 1
Share change: -150KPosition: 0.00% of portfolioAppaloosa Management
EXIT
SBUX
STARBUCKS CORP
François RochonTier 1
Share change: -750KPosition: 0.00% of portfolioGiverny Capital
EXIT
BAC
BANK AMERICA CORP
François RochonTier 1
Share change: -1.00MPosition: 0.00% of portfolioGiverny Capital
EXIT
AMZN
AMAZON COM INC
François RochonTier 1
Share change: -1KPosition: 0.00% of portfolioGiverny Capital
EXIT
IONQ
INTUITIVE SURGICAL INC
François RochonTier 1
Share change: -405Position: 0.00% of portfolioGiverny Capital
BUY NEW
ORCL
ORACLE CORP
Howard MarksTier 1
Share change: +500KPosition: 2.20% of portfolioOaktree Capital
BUY NEW
TDS
TELEPHONE AND DATA SYSTEMS INC
Howard MarksTier 1
Share change: +3.69MPosition: 2.20% of portfolioOaktree Capital
+ 1070 more moves this quarter → full digest

Q2 2025

Showing top 20 of 1071 moves · full digest →
BUY NEW
UNH
UNITEDHEALTH GROUP INC
Warren BuffettTier 1
Share change: +5.04MPosition: 0.60% of portfolioBerkshire Hathaway
BUY NEW
NUCOR
NUCOR CORP
Warren BuffettTier 1
Share change: +6.61MPosition: 0.30% of portfolioBerkshire Hathaway
BUY NEW
DHI
D R HORTON INC
Warren BuffettTier 1
Share change: +1.49MPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
LAMR
LAMAR ADVERTISING CO NEW
Warren BuffettTier 1
Share change: +1.17MPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
ALLE
ALLEGION PLC
Warren BuffettTier 1
Share change: +780KPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
TMUS
T-MOBILE US INC
Warren BuffettTier 1
Share change: -3.88MPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
CPRT
COPART INC
Chuck AkreTier 1
Share change: +1.20MPosition: 0.60% of portfolioAkre Capital Management
BUY NEW
FICO
FAIR ISAAC CORP
Chuck AkreTier 1
Share change: +9KPosition: 0.20% of portfolioAkre Capital Management
BUY NEW
ZTS
ZOETIS INC
David RolfeTier 1
Share change: +123KPosition: 3.80% of portfolioWedgewood Partners
EXIT
UNH
UNITEDHEALTH GROUP INC
David RolfeTier 1
Share change: -10KPosition: 0.00% of portfolioWedgewood Partners
EXIT
IVV
ISHARES TR
David RolfeTier 1
Share change: -8KPosition: 0.00% of portfolioWedgewood Partners
BUY NEW
INTC
INTEL CORP
David TepperTier 1
Share change: +8.00MPosition: 2.80% of portfolioAppaloosa Management
BUY NEW
IQV
IQVIA HLDGS INC
David TepperTier 1
Share change: +300KPosition: 0.70% of portfolioAppaloosa Management
BUY NEW
DAL
DELTA AIR LINES INC DEL
David TepperTier 1
Share change: +550KPosition: 0.40% of portfolioAppaloosa Management
EXIT
AAPL
APPLE INC
David TepperTier 1
Share change: -1.25MPosition: 0.00% of portfolioAppaloosa Management
EXIT
BN
BROADCOM INC
David TepperTier 1
Share change: -130KPosition: 0.00% of portfolioAppaloosa Management
EXIT
LVS
LAS VEGAS SANDS CORP
David TepperTier 1
Share change: -590KPosition: 0.00% of portfolioAppaloosa Management
EXIT
EXE
EXPAND ENERGY CORPORATION
David TepperTier 1
Share change: -183KPosition: 0.00% of portfolioAppaloosa Management
BUY NEW
TWFG
TWFG INC
François RochonTier 1
Share change: +178KPosition: 0.20% of portfolioGiverny Capital
BUY NEW
AMZN
AMAZON COM INC
François RochonTier 1
Share change: +1KPosition: 0.00% of portfolioGiverny Capital
+ 1051 more moves this quarter → full digest
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