Heaviest smart-money buys · Q1 2026

What tracked superinvestors are buying.

The stocks with the heaviest aggregate BUY conviction across 30 tracked portfolio managers' latest 13F filings. Ranked on a single signed score: +100 = strongest tracked-consensus BUY, −100 = strongest tracked-consensus SELL. This page shows the positive side. A ticker appears on exactly one list.

The score aggregates smart-money consensus, insider buys, manager track record, multi-quarter trend streaks, position concentration, and an under-the-radar bonus — minus dissent from sellers and a crowding penalty. Full method at /methodology, including the 2026 backtest over 221 ticker-quarter pairs.

Informational only — not investment advice. HoldLens tracks institutional positioning from public 13F filings. We are not a registered investment advisor and do not provide recommendations to buy or sell securities. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings describe what tracked superinvestors were accumulating or selling at the latest 13F snapshot — useful as market intelligence, not as personal investment advice. 13F data is reported with a 45-day SEC filing lag.

Score +40 / +100 · 1 manager buying

Score +31 / +100 · 2 managers buying

+ Akre(+31%)+ Greenblatt(+47%)

Score +25 / +100 · 1 manager buying

Score +25 / +100 · 1 manager buying

Score +23 / +100 · 1 manager buying

Score +22 / +100 · 1 manager buying

Score +22 / +100 · 2 managers buying

★ NEW Druckenmiller+ Greenblatt(+28%)

No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

Score +17 / +100 · 1 manager buying

Score +16 / +100 · 1 manager buying

Score +16 / +100 · 3 managers buying

+ Tepper(+242%)★ NEW Marks+ Greenblatt(+84%)

Score +16 / +100 · 4 managers buying

★ NEW Lu+ Hohn(+8%)+ Slater(+11%)+ Greenblatt(+466%)

PLTR

2Q ACCUM

MODERATE BUY · +14

Score +14 / +100

No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

Score +13 / +100 · 2 managers buying

+ Capital(+102%)+ Greenblatt(+12%)

Brookfield Corp

Financials8Q ACCUM

MODERATE BUY · +12

Score +12 / +100 · 4 managers buying

★ NEW Druckenmiller+ Nygren(+6%)+ Coleman(+25%)+ Greenblatt(+37%)

Score +12 / +100 · 2 managers buying

★ NEW Lu+ Greenblatt(+61%)

No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

Score +8 / +100 · 2 managers buying

+ Coleman(+9%)+ Greenblatt(+22%)

Score +8 / +100 · 3 managers buying

★ NEW Akre+ Capital(+28%)+ Greenblatt(+51%)

No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

DPZ

4Q ACCUM

MODERATE BUY · +5

Score +5 / +100 · 1 manager buying

+ Greenblatt(+303%)

ARM

MODERATE BUY · +4

Score +4 / +100 · 1 manager buying

★ NEW Druckenmiller

GOLD

2Q ACCUM

MODERATE BUY · +3

Score +3 / +100

No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

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Recommendation scores are derived from publicly disclosed 13F filings. Past positioning by these managers is not a guarantee of future performance. Methodology. Not investment advice.