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Quarterly recap
Q4 2025 superinvestor recap
Year-end 2025 positions across tracked superinvestors. Filed between January and mid-February 2026.
Top consensus positions
Ranked by number of tracked superinvestors holding the position. Higher = stronger consensus.
All tracked managers this period
Warren Buffett
Berkshire Hathaway
Top: AAPL (22.4%)
Bill Ackman
Pershing Square Capital
Top: CMG (21.4%)
Carl Icahn
Icahn Enterprises
Top: IEP (65.0%)
David Einhorn
Greenlight Capital
Top: GRBK (28.7%)
Seth Klarman
Baupost Group
Top: LBTYK (14.3%)
Joel Greenblatt
Gotham Asset Management
Top: MSFT (4.1%)
Michael Burry
Scion Asset Management
Top: BABA (21.3%)
Stanley Druckenmiller
Duquesne Family Office
Top: NVDA (11.4%)
Li Lu
Himalaya Capital
Top: BAC (27.4%)
Mohnish Pabrai
Pabrai Investment Funds
Top: MU (24.6%)
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Subscribe →Based on public SEC 13F filings. Methodology. Not investment advice.