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Quarter digest
Q3 2025 — superinvestor 13F recap
627 tracked 13F moves filed by 30 managers across 392 tickers. Filed with the SEC on 2025-11-14.
68 new positions · 314 adds · 176 trims · 69 exits. Net action: +137.
627
Total moves
382
Buys (new + add)
245
Sells (trim + exit)
68
Fresh money
Fresh money · top new positions
What they bought for the first time
DPZ
NEW
DPZ
Warren Buffett · 0.3%
UBER
NEW
Uber
Bill Ackman · 2.4%
ARM
NEW
ARM
Stanley Druckenmiller · 3.2%
PLTR
NEW
PLTR
Stanley Druckenmiller · 2.8%
GOLD
NEW
GOLD
Michael Burry · 5.2%
GOOG
NEW
Alphabet Class C
Seth Klarman · 3.8%
STR
NEW
Sitio Royalties
Howard Marks · 5.1%
CNH
NEW
CNH
David Einhorn · 2.8%
KKR
NEW
KKR & Co
Bill Nygren · 2.2%
Full exits · capitulation feed
What they fully walked away from
SIRI
EXIT
SIRI
Warren Buffett
PENN
EXIT
PENN Entertainment
David Einhorn
INTC
EXIT
INTC
Joel Greenblatt
USB
EXIT
US BANCORP DEL
Andreas Halvorsen
AMZN
EXIT
AMAZON COM INC
Andreas Halvorsen
AMT
EXIT
AMERICAN TOWER CORP NEW
Andreas Halvorsen
NVDA
EXIT
NVIDIA CORPORATION
Andreas Halvorsen
QCOM
EXIT
QUALCOMM INC
Andreas Halvorsen
BLOCK
EXIT
BLOCK INC
Andreas Halvorsen
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Most-traded · buyers vs sellers in Q3 2025
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q3 2025
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 351 |
| 2 | Polen Capital Polen Capital Management | 51 |
| 3 | Stanley Druckenmiller Duquesne Family Office | 35 |
| 4 | Andreas Halvorsen Viking Global Investors | 35 |
| 5 | Howard Marks Oaktree Capital | 30 |
| 6 | Stephen Mandel Lone Pine Capital | 16 |
| 7 | Lee Ainslie Maverick Capital | 11 |
| 8 | Chase Coleman Tiger Global Management | 11 |
| 9 | Michael Burry Scion Asset Management | 9 |
| 10 | Seth Klarman Baupost Group | 9 |
Sector net flow · Q3 2025
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 284 | 192 | +92 |
| Technology | 44 | 27 | +17 |
| Financials | 26 | 11 | +15 |
| Real Estate | 4 | 0 | +4 |
| Energy | 5 | 2 | +3 |
| Consumer Discretionary | 8 | 5 | +3 |
| Utilities | 3 | 1 | +2 |
| Communication | 4 | 2 | +2 |
| Industrials | 1 | 0 | +1 |
| Consumer Staples | 1 | 0 | +1 |
| Materials | 0 | 1 | -1 |
| Healthcare | 2 | 4 | -2 |
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Based on publicly filed 13Fs for Q3 2025, filed with the SEC on 2025-11-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.