Follow-The-Filings

See who owns what — and what they bought or sold last quarter

tracking 122 managers as of 2026 Q1 5 filed in last 14 days

most owned

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portfolio updates

newest filings first · grouped by date filed

dates

all newest →

15 Jul

10 Jul

Guy Spier - Aquamarine Zurich AG 2026 Q2

7 Jul

Robert Olstein - Olstein Capital Management, L.P. 2026 Q2

6 Jul

Eminence Capital, LP 2026 Q2

30 Jun

Jana Partners Management, LP 2026 Q1

20 May

Howard Marks - Oaktree Capital Management LP 2026 Q1

19 May

Duan Yongping - H&H International Investment, LLC 2026 Q1

18 May

15 May

showing 25 newest view all →

recent activity

QoQ new / exit / add / reduce

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— New Jana Partners Management, LP +18.65 pp
COO New Jana Partners Management, LP +15.87 pp
SMH New Situational Awareness LP +14.94 pp
NVDA New Situational Awareness LP +11.47 pp
SPY New Farallon Capital Management LLC +8.53 pp
— New Bill Miller - Miller Value Partners, LLC +7.06 pp
TSLA New Duan Yongping - H&H International Investment, LLC +6.34 pp
SPY New Bill Miller - Miller Value Partners, LLC +5.10 pp
EQIX New Philippe Laffont - Coatue Management LLC +3.68 pp
PGR New David Rolfe - Wedgewood Partners Inc. +3.41 pp
INDV New Howard Marks - Oaktree Capital Management LP +3.25 pp
AAPL New Andreas Halvorsen - Viking Global Investors LP +2.55 pp

big bets

largest single-name weights as a % of fund

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ticker	max %	top fund
CVNA	81.7%	Clifford Sosin - Cas Investment Partners, LLC
JOE	79.7%	Bruce Berkowitz - Fairholme Capital Management LLC
PDD	70.4%	Hsg Holding Ltd
—	51.5%	Murray Stahl - Horizon Kinetics Asset Management LLC
BRK.B	49.5%	Guy Spier - Aquamarine Zurich AG
IEP	48.5%	Carl Icahn - Icahn Capital LP
GPI	47.7%	Greg Alexander - Conifer Management, L.l.c.
GOOGL	44.8%	Li Lu - Himalaya Capital Management LLC
JHG	42.4%	Nelson Peltz - Trian Fund Management, L.P.
POWL	41.0%	Engine No. 1 LLC
HCC	39.9%	Mohnish Pabrai - Dalal Street, LLC
LOAR	39.6%	David Abrams - Abrams Capital Management, L.P.

as of 2026 Q1