What tracked superinvestors are selling.

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

The score aggregates smart-money consensus, insider activity, 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.

1

GOOGL

Alphabet

Technology

MODERATE SELL · −26

Score −26 / −100 · 7 managers selling

✕ EXIT Druckenmiller− Smith(-16%)− Capital(-9%)− Ackman(-95%)− Nygren(-6%)− Halvorsen(-10%)− Mueffling(-12%)

2

UNH

UnitedHealth

Healthcare3Q ACCUM

MODERATE SELL · −25

Score −25 / −100 · 7 managers selling

✕ EXIT Buffett✕ EXIT Capital✕ EXIT Nygren✕ EXIT Halvorsen− Tepper(-55%)− Slater(-48%)− Coleman(-17%)

3

AAPL

Apple Inc.

Technology6Q TRIM

MODERATE SELL · −20

Score −20 / −100 · 2 managers selling

− Capital(-48%)− Rochon(-9%)

4

KO

Coca-Cola

Consumer Staples

MODERATE SELL · −17

Score −17 / −100 · 2 managers selling

− Slater(-7%)− Greenblatt(-7%)

5

HLT

Hilton Worldwide

Consumer Discretionary

MODERATE SELL · −17

Score −17 / −100 · 3 managers selling

✕ EXIT Ackman− Nygren(-16%)− Greenblatt(-19%)

6

COF

Capital One Financial

Financials

MODERATE SELL · −17

Score −17 / −100 · 3 managers selling

✕ EXIT Rochon− Halvorsen(-45%)− Ainslie(-87%)

7

V

Visa

Financials2Q ACCUM

MODERATE SELL · −14

Score −14 / −100 · 7 managers selling

✕ EXIT Greenberg✕ EXIT Buffett− Kantesaria(-35%)− Akre(-39%)− Smith(-12%)− Capital(-28%)− Mueffling(-12%)

8

KKR

KKR & Co

Financials2Q ACCUM

MODERATE SELL · −12

Score −12 / −100 · 2 managers selling

− Akre(-17%)− Mandel(-96%)

9

TSLA

Tesla

Consumer Discretionary

MODERATE SELL · −12

Score −12 / −100 · 1 manager selling

− Capital(-10%)

10

FND

FND

MODERATE SELL · −11

Score −11 / −100 · 1 manager selling

✕ EXIT Slater

11

DVA

DaVita

Healthcare

MODERATE SELL · −11

Score −11 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

12

HHH

Howard Hughes Holdings

Real Estate

MODERATE SELL · −10

Score −10 / −100 · 2 managers selling

✕ EXIT Capital✕ EXIT Nygren

13

POOL

POOL

MODERATE SELL · −10

Score −10 / −100 · 1 manager selling

✕ EXIT Buffett

14

ESTC

Elastic NV

Technology

MODERATE SELL · −10

Score −10 / −100 · 1 manager selling

✕ EXIT Coleman

15

BB

BlackBerry

Technology

MODERATE SELL · −10

Score −10 / −100 · 1 manager selling

✕ EXIT Greenblatt

16

AXP

American Express

Financials

MODERATE SELL · −9

Score −9 / −100 · 1 manager selling

− Nygren(-7%)

17

CP

Canadian Pacific Kansas City

Industrials

MODERATE SELL · −9

Score −9 / −100 · 1 manager selling

− Slater(-68%)

18

FE

FirstEnergy

Utilities

MODERATE SELL · −9

Score −9 / −100 · 1 manager selling

✕ EXIT Klarman

19

MSFT

Microsoft

Technology5Q ACCUM

MODERATE SELL · −8

Score −8 / −100 · 9 managers selling

− Hohn(-84%)− Tepper(-82%)− Capital(-27%)✕ EXIT Mandel− Slater(-30%)− Halvorsen(-28%)− Mueffling(-12%)− Coleman(-54%)✕ EXIT Ainslie

20

TECK

Teck Resources

Materials

MODERATE SELL · −8

Score −8 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

21

AMZN

Amazon

Technology2Q ACCUM

MODERATE SELL · −8

Score −8 / −100 · 6 managers selling

✕ EXIT Buffett− Druckenmiller(-71%)− Capital(-55%)✕ EXIT Mandel− Halvorsen(-62%)− Ainslie(-10%)

22

LBTYK

Liberty Global Class C

Communication

MODERATE SELL · −8

Score −8 / −100 · 2 managers selling

− Greenblatt(-10%)− Klarman(-42%)

23

FNF

Fidelity National Financial

Financials

MODERATE SELL · −7

Score −7 / −100 · 1 manager selling

✕ EXIT Klarman

24

SIRI

SIRI

MODERATE SELL · −6

Score −6 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

25

C

Citigroup

Financials2Q ACCUM

MODERATE SELL · −6

Score −6 / −100 · 2 managers selling

− Nygren(-8%)− Greenblatt(-11%)

26

SE

Sea Limited

Consumer Discretionary

MODERATE SELL · −6

Score −6 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

27

CSGP

CoStar Group

Other

MODERATE SELL · −6

Score −6 / −100 · 3 managers selling

✕ EXIT Halvorsen− Coleman(-34%)✕ EXIT Ainslie

28

LLY

Eli Lilly

Other

MODERATE SELL · −6

Score −6 / −100 · 1 manager selling

− Capital(-27%)

29

CMG

Chipotle Mexican Grill

Consumer Discretionary2Q TRIM

MODERATE SELL · −5

Score −5 / −100 · 3 managers selling

✕ EXIT Druckenmiller− Greenblatt(-21%)✕ EXIT Ainslie

30

SHOP

Shopify

Technology

MODERATE SELL · −5

Score −5 / −100 · 2 managers selling

− Capital(-12%)− Slater(-7%)

31

BRK.B

Berkshire Hathaway

Financials

MODERATE SELL · −5

Score −5 / −100 · 2 managers selling

− Akre(-13%)− Rochon(-25%)

32

JPM

JPMorgan Chase

Financials

MODERATE SELL · −5

Score −5 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

33

KW

Kennedy-Wilson Holdings

Real Estate

MODERATE SELL · −5

Score −5 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

34

CNH

CNH

2Q ACCUM

MODERATE SELL · −4

Score −4 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

35

DNUT

Krispy Kreme

Consumer Discretionary2Q ACCUM

MODERATE SELL · −4

Score −4 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

36

FTNT

Fortinet

Technology

MODERATE SELL · −4

Score −4 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

37

CVX

Chevron

Energy

MODERATE SELL · −4

Score −4 / −100 · 1 manager selling

− Buffett(-35%)

38

QSR

Restaurant Brands International

Consumer Discretionary

MODERATE SELL · −4

Score −4 / −100 · 2 managers selling

− Druckenmiller(-62%)− Greenblatt(-36%)

39

WBD

Warner Bros. Discovery

Communication6Q TRIM

MODERATE SELL · −3

Score −3 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

40

TSM

Taiwan Semi

Technology4Q ACCUM

MODERATE SELL · −3

Score −3 / −100 · 8 managers selling

− Druckenmiller(-9%)− Capital(-13%)− Rolfe(-30%)− Rochon(-49%)− Halvorsen(-9%)− Mueffling(-12%)− Mandel(-54%)− Ainslie(-35%)

41

NKE

Nike

Consumer Discretionary6Q ACCUM

MODERATE SELL · −2

Score −2 / −100 · 2 managers selling

✕ EXIT Smith− Slater(-99%)

42

ENPH

Enphase Energy

Technology

MODERATE SELL · −2

Score −2 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

43

STR

Sitio Royalties

Energy

MODERATE SELL · −2

Score −2 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

44

FIS

Fidelity National Info

Technology2Q TRIM

MODERATE SELL · −2

Score −2 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

45

ICE

Intercontinental Exchange

Financials

MODERATE SELL · −2

Score −2 / −100 · 1 manager selling

− Mueffling(-12%)

46

ALLY

Ally Financial

Financials

MODERATE SELL · −2

Score −2 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

47

WMB

Williams Companies

Energy

MODERATE SELL · −2

Score −2 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

48

CVS

CVS Health

Healthcare

MODERATE SELL · −2

Score −2 / −100 · 2 managers selling

− Nygren(-6%)− Greenblatt(-9%)

49

CMCSA

Comcast

Communication

MODERATE SELL · −2

Score −2 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

50

SHEL

Shell

Energy

MODERATE SELL · −1

Score −1 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

51

GOOG

Alphabet Class C

Technology2Q ACCUM

MODERATE SELL · −1

Score −1 / −100 · 4 managers selling

− Capital(-27%)− Ackman(-95%)− Slater(-7%)− Nygren(-8%)

52

NFLX

Netflix

Communication3Q ACCUM

MODERATE SELL · −1

Score −1 / −100 · 2 managers selling

− Capital(-52%)− Slater(-41%)

53

BIDU

Baidu

Technology

MODERATE SELL · −1

Score −1 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

54

STLA

Stellantis

Consumer Discretionary

MODERATE SELL · −1

Score −1 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

55

HPQ

HPQ

MODERATE SELL · −1

Score −1 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

56

MELI

MercadoLibre

Consumer Discretionary2Q ACCUM

MODERATE SELL · −1

Score −1 / −100 · 4 managers selling

− Druckenmiller(-94%)− Capital(-28%)− Slater(-7%)− Greenblatt(-7%)

57

SPGI

S&P Global

Financials

MODERATE SELL · −1

Score −1 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

Sell signals do not imply a stock will decline. Sometimes managers trim profitably. Use these signals as one input, not as the whole thesis. Methodology. Not investment advice.