Where is smart money arguing?
463 tickers where ≥2 superinvestors were buying while ≥2 others were selling over the last 4 quarters. The active-disagreement signal.
Consensus bets are safer but less interesting. Contrarian bets are where one side of the smart-money trade is wrong — and when a consensus forms, it moves the price.
Every active debate
Sorted by total disagreement activity. Click any ticker for the full conviction breakdown.
Overlap of buyers and sellers, last 4 quarters
We scan every distinct 13F move across the last 4 quarters ( Q2 2026, Q1 2026, Q4 2025, Q3 2025) for each ticker. A ticker qualifies as contrarian if ≥2 superinvestors were buying (new or add) AND ≥2 others were selling (trim or exit) in the same window.
This is the inverse of /crowded-trades (where everyone is piled in the same direction). It’s also the signal Dataroma can’t show — their leaderboards don’t cross-tab buyers and sellers.
Contrarian bets carry high variance — one side of every disagreement is wrong. Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.