Follow-The-Filings

Directory

Managers

Featured firms · latest processed 13F · long-equity top holdings.

managers 137
book AUM $1.7T
filed 30d 127
stale 0
med. holdings 31
137 featured

137 featured · latest non-restated 13F · sorted by aum · click column headers to sort

Newest filings Activity
Rank Manager Period AUM n Top holdings Filed
1
Berkshire Hathaway Inc. Warren Buffett
2026 Q2 $299.3B 29
AAPL 22% AXP 17% KO 11% GOOGL 9% BAC 9%
14 Aug
2
Dodge & Cox
2026 Q2 $191B 222
JCI 4% SCHW 4% RTX 3% CVS 3% MSFT 3%
13 Aug
3
Sanders Capital, LLC Lewis Sanders
2026 Q2 $99.8B 47
TSM 13% GOOG 10% AMZN 7% META 6% MSFT 6%
10 Aug
4
Harris Associates L P Bill Nygren / Oakmark
2026 Q2 $75.4B 162
KDP 4% ABNB 4% CRM 3% IQV 3% COF 3%
14 Aug
5
BAMCO Inc (Baron Capital) Ron Baron
2026 Q2 $66.6B 345
SPCX 37% TSLA 8% MSCI 3% ACGL 2% H 2%
14 Aug
6
First Eagle Investment Management, LLC
2026 Q2 $59.9B 424
GOOG 4% BDX 3% META 3% TSM 3% FMX 3%
5 Aug
7
TCI Fund Management Ltd Chris Hohn
2026 Q2 $52.8B 11
GE 34% V 20% MCO 12% SPGI 11% CP 7%
14 Aug
8
Coatue Management LLC Philippe Laffont
2026 Q2 $48.6B 66
TSM 9% LRCX 8% MU 7% SPCX 7% AMAT 6%
14 Aug
9
Soroban Capital Partners LP Eric Mandelblatt
2026 Q2 $47.8B 25
AMZN 4% MA 3% TDG 3% MSFT 2% V 2%
14 Aug
10
Value Aligned Research Advisors, LLC Ben Hoskin
2026 Q2 $40.1B 123
BE 4% NBIS 4% CRWV 3% INTC 2% MU 2%
17 Aug
11
Viking Global Investors LP Andreas Halvorsen
2026 Q2 $35.1B 90
V 6% TSM 4% APD 4% SHW 4% FTV 3%
14 Aug
12
D1 Capital Partners L.P. Dan Sundheim
2026 Q2 $34.8B 55
SPCX 62% CART 3% JHX 2% NU 2% JCI 2%
14 Aug
13
Gates Foundation Trust
2026 Q2 $34.4B 24
BRK.B 21% CAT 20% CNI 18% WM 17% DE 7%
14 Aug
14
Pzena Investment Management LLC Richard Pzena
2026 Q2 $34.1B 161
MGA 7% HUM 5% BAX 4% CVS 4% DG 3%
7 Aug
15
Tiger Global Management LLC Chase Coleman
2026 Q2 $24B 46
TSM 10% AMZN 10% NVDA 9% GOOGL 9% META 7%
14 Aug
16
Davis Selected Advisers Christopher Davis
2026 Q2 $23.3B 112
COF 7% USB 6% CVS 5% VTRS 5% MGM 5%
11 Aug
17
Elliott Investment Management L.P. Paul Singer
2026 Q2 $22.7B 29
TFPM 18% PSX 14% SU 7% HPE 6% LUV 6%
14 Aug
18
Farallon Capital Management, L.l.c.
2026 Q2 $21.7B 89
RVMD 12% EA 7% BBIO 4% PTGX 4% EXEL 3%
14 Aug
19
Situational Awareness LP
2026 Q2 $20.2B 26
SNDK 28% MU 28% BE 9% TSM 6% NBIS 6%
14 Aug
20
Pershing Square Bill Ackman
2026 Q2 $19.5B 14
UBER 13% BN 13% MSFT 12% AMZN 10% HHH 10%
14 Aug
21
H&H International Investment, LLC Duan Yongping
2026 Q2 $19.1B 18
AAPL 41% BRK.B 24% PDD 10% TSLA 7% NVDA 7%
14 Aug
22
Lone Pine Capital LLC Stephen Mandel
2026 Q2 $16.4B 34
NBIS 7% ASML 7% STX 6% HD 6% AMAT 5%
14 Aug
23
ARK Investment Management LLC Cathie Wood
2026 Q2 $15.4B 191
TSLA 8% AMD 5% SPCX 5% TEM 4% HOOD 3%
14 Aug
24
Atreides Management, LP Gavin Baker
2026 Q2 $14.3B 49
SPCX 33% MU 6% CBRS 5% ALAB 4% CIEN 2%
14 Aug
25
Fundsmith LLP Terry Smith
2026 Q2 $13.6B 41
MAR 7% SYK 7% WAT 6% V 5% UBER 5%
14 Aug
26
Markel Group Inc. Thomas Gayner
2026 Q2 $13.1B 130
GOOG 7% BRK.A 6% BRK.B 6% DE 4% BN 4%
31 Jul
27
Whale Rock Capital Management LLC Alex Sacerdote
2026 Q2 $12.5B 35
SNDK 11% AMD 7% GOOGL 7% TTMI 6% ALAB 6%
14 Aug
28
Polen Capital Management LLC
2026 Q2 $11.6B 219
LLY 7% NVDA 7% MSFT 7% GOOG 7% AVGO 6%
4 Aug
29
Maverick Capital Ltd Lee Ainslie
2026 Q2 $11.3B 179
NVDA 5% AMD 5% ALAB 5% INTC 5% GOOG 5%
14 Aug
30
Mairs & Power Inc.
2026 Q2 $10.9B 254
NVDA 9% MSFT 7% AMZN 6% GOOG 5% LLY 4%
14 Aug
31
Egerton Capital (UK) LLP John Armitage
2026 Q2 $10.4B 23
V 14% GOOG 11% APH 8% AMZN 8% MCO 7%
21 Jul
32
Durable Capital Partners LP Henry Ellenbogen
2026 Q2 $10.3B 36
RBC 11% DASH 7% Q 7% FERG 7% MELI 5%
14 Aug
33
Ariel Investments, LLC John Rogers
2026 Q2 $10B 106
MSGE 4% OSW 4% CRL 3% AMG 3% JLL 3%
14 Aug
34
Altimeter Capital Management, LP Brad Gerstner
2026 Q2 $9.8B 20
NVDA 19% CBRS 16% META 8% TSM 7% CRWV 6%
14 Aug
35
Causeway Capital Management LLC Sarah Ketterer
2026 Q2 $9.2B 122
AZN 19% CCL 13% DB 11% WRK 8% CP 6%
13 Aug
36
Gardner Russo & Quinn LLC Thomas Russo
2026 Q2 $8.9B 85
GOOG 12% BRK.A 12% PM 9% MA 9% CFRUY 9%
13 Aug
37
Horizon Kinetics Asset Management LLC Murray Stahl
2026 Q2 $8.8B 351
TPL 49% GBTC 6% LB 5% HE 3% MIAX 3%
11 Aug
38
Greenhaven Associates Inc.
2026 Q2 $8.7B 28
LEN 12% GM 11% TOL 11% BDX 10% PHM 9%
28 Jul
39
Davidson Kempner Capital Management LP
2026 Q2 $8.4B 241
EA 9% SPCX 2% SATS 2% ARKO 2% CBRS 1%
14 Aug
40
Icahn Capital LP Carl Icahn
2026 Q2 $8.3B 12
IEP 54% CVI 24% UAN 6% CTRI 5% IFF 4%
14 Aug
41
Soros Fund Management LLC George Soros
2026 Q2 $8.1B 266
AMZN 3% TSM 3% GOOGL 3% NVDA 3% EA 2%
14 Aug
42
Yacktman Asset Management LP Don Yacktman
2026 Q2 $8.1B 74
CNQ 8% BRK.B 7% GOOG 5% SCHW 5% MSFT 5%
11 Aug
43
First Pacific Advisors, LP
2026 Q2 $8.1B 75
ADI 8% GOOGL 6% GOOG 6% IFF 5% C 5%
14 Aug
44
Lyrical Asset Management LP Lyrical Asset Management
2026 Q2 $7.9B 41
FLEX 10% JCI 6% NRG 5% FFIV 5% NTAP 5%
12 Aug
45
Appaloosa LP David Tepper
2026 Q2 $7.7B 27
AMZN 15% MU 15% TSM 10% GOOG 8% UBER 7%
14 Aug
46
Oaktree Capital Management LP Howard Marks
2026 Q2 $7.2B 145
TRMD 7% EXE 7% GTX 4% AU 4% INDV 3%
13 Aug
47
Ruane, Cunniff & Goldfarb L.P.
2026 Q2 $6.4B 54
GOOGL 11% TSM 9% FWONK 8% SCHW 7% COF 6%
13 Aug
48
ValueAct Holdings, L.P. Valueact Capital
2026 Q2 $5.6B 18
V 14% AMZN 12% RKT 12% BLK 10% META 9%
14 Aug
49
Glenview Capital Management, LLC
2026 Q2 $5.5B 45
GPN 12% CVS 9% THC 8% TMO 6% AMZN 6%
14 Aug
50
Abrams Capital Management, L.P. David Abrams
2026 Q2 $5.5B 11
LOAR 47% LAD 13% GOOGL 9% SGI 8% ABG 8%
13 Aug
51
Baupost Group LLC Seth Klarman
2026 Q2 $5.4B 23
AMZN 16% ELV 9% QSR 9% GOOG 9% FERG 6%
13 Aug
52
Duquesne Family Office LLC Stanley Druckenmiller
2026 Q2 $5.2B 95
NTRA 17% TSM 5% STM 4% INSM 3% YPF 3%
14 Aug
53
Akre Capital Management LLC Chuck Akre
2026 Q2 $5.1B 20
MA 20% MCO 10% BN 10% KKR 9% FICO 8%
14 Aug
54
Sachem Head Capital Management LP
2026 Q2 $4.8B 19
TLN 11% STX 9% PRMB 9% PFGC 8% MKSI 8%
14 Aug
55
Third Point LLC Dan Loeb
2026 Q2 $4.7B 43
WBD 11% AMZN 9% GOOGL 8% CRH 5% TDS 5%
14 Aug
56
Brave Warrior Advisors, LLC Glenn Greenberg
2026 Q2 $4.6B 40
ICLR 12% OMF 10% SNX 8% ELV 8% SLM 8%
14 Aug
57
Starboard Value LP
2026 Q2 $4.5B 22
IJH 15% QRVO 12% KVUE 12% DT 9% AQN 7%
14 Aug
58
Ako Capital LLP
2026 Q2 $4.3B 22
ALC 15% URI 11% V 8% RACE 8% GE 7%
12 Aug
59
Altarock Partners LP
2026 Q2 $4.2B 8
AMZN 32% TDG 28% MSFT 21% MA 9% V 7%
17 Aug
60
Trian Fund Management, L.P. Nelson Peltz
2026 Q2 $4.2B 8
GE 36% JHG 32% SOLV 15% FERG 6% WEN 6%
12 Aug
61
Jensen Investment Management Inc.
2026 Q2 $4.1B 83
GOOGL 7% MSFT 7% AMZN 6% AAPL 6% NVDA 6%
7 Aug
62
DME Capital Management David Einhorn
2026 Q2 $3.9B 46
GRBK 19% FLR 6% CNR 5% BHF 5% ACHC 3%
14 Aug
63
Thrive Capital Management Josh Kushner
2026 Q2 $3.8B 5
SPCX 85% AMZN 6% OSCR 5% SHOP 3% FIG 2%
14 Aug
64
Check Capital Management Inc. Steven Check
2026 Q2 $3.7B 17
BRK.B 15% GOOGL 6% BN 5% MKL 4% AER 3%
5 Aug
65
Himalaya Capital Management LLC Li Lu
2026 Q2 $3.7B 8
GOOGL 25% GOOG 23% PDD 22% BRK.B 15% WST 10%
14 Aug
66
Voyager Global Management LP Grant Wonders
2026 Q2 $3.6B 8
NVDA 28% MSFT 17% AMZN 14% TSM 13% GOOGL 11%
14 Aug
67
Omega Advisors Leon Cooperman
2026 Q2 $3.5B 39
VRT 20% RKT 9% ET 7% FIHL 6% GPGI 5%
14 Aug
68
Spruce House Investment Management LLC Ben Tsai
2026 Q2 $3.4B 11
APP 27% CVNA 23% CPAY 9% W 8% GXO 8%
14 Aug
69
Vulcan Value Partners, LLC
2026 Q2 $3.3B 36
EG 11% MSFT 11% RYAN 9% MA 8% AMZN 7%
10 Aug
70
Corvex Management LP
2026 Q2 $3.3B 25
ILMN 15% WGS 10% VSTS 9% SWX 9% MGM 8%
14 Aug
71
Sound Shore Management Inc. Harry Burn
2026 Q2 $3.2B 40
TEVA 4% LUV 4% BAC 4% AAL 3% BRK.B 3%
12 Aug
72
Valley Forge Capital Management, LP Dev Kantesaria
2026 Q2 $3.1B 7
FICO 26% SPGI 20% MCO 19% MA 18% ASML 11%
14 Aug
73
SurgoCap Partners LP Mala Gaonkar
2026 Q2 $3.1B 13
TSM 14% CRS 14% GOOG 11% LPLA 10% MDLN 10%
13 Aug
74
Patient Capital Management, LLC Samantha Mclemore
2026 Q2 $3.1B 40
RPRX 7% C 6% GOOGL 6% UNH 6% AMZN 5%
13 Aug
75
Giverny Capital Inc. Francois Rochon
2026 Q2 $3B 51
GOOG 7% HEI 6% META 6% SCHW 5% ADP 5%
14 Aug
76
Dragoneer Investment Group, LLC Marc Stad
2026 Q2 $2.8B 12
SPCX 48% AMD 19% AMZN 11% INIO 4% KLAC 3%
14 Aug
77
Senator Investment Group LP
2026 Q2 $2.7B 61
DPC 9% UAL 5% V 4% TSM 4% AMZN 4%
12 Aug
78
Avantyr Capital Partners, LP Ning Jin
2026 Q2 $2.7B 24
V 10% JCI 8% USFD 8% MSGS 7% VMC 7%
14 Aug
79
Fairfax Financial Holdings Ltd Prem Watsa
2026 Q2 $2.6B 32
ORLA 22% EGO 16% KHC 13% UAA 11% CVS 11%
14 Aug
80
Lindsell Train Ltd Lindsell Train
2026 Q2 $2.6B 28
GOOGL 17% TKO 16% FICO 10% TMO 10% DIS 10%
15 Jul
81
Anomaly Capital Management, LP Ben Jacobs
2026 Q2 $2.6B 24
AMZN 13% GOOGL 12% DHR 10% V 9% GIL 7%
14 Aug
82
Meritage Group LP Chris James
2026 Q2 $2.6B 12
MSFT 18% AMZN 14% COF 10% TRU 10% AON 9%
13 Aug
83
Paulson & Co. Inc. John Paulson
2026 Q2 $2.6B 8
MDGL 28% PPTA 26% AAMI 16% BHC 14% THM 8%
14 Aug
84
Abrams Bison Investments, LLC Abrams Bison
2026 Q2 $2B 11
SNX 26% AMAT 19% SN 11% BFAM 8% URBN 8%
14 Aug
85
Southeastern Asset Management Inc. Mason Hawkins
2026 Q2 $1.9B 47
RYN 11% MAT 9% CNX 8% IAC 8% ACI 6%
14 Aug
86
JANA Partners Management, LP
2026 Q2 $1.9B 10
MRCY 25% COO 14% SPY 13% LW 12% FISV 9%
14 Aug
87
CAS Investment Partners, LLC Clifford Sosin
2026 Q2 $1.9B 6
CVNA 79% HGV 14% META 4% MAR 2% SWIM 0%
14 Aug
88
Dorsey Asset Management, LLC Pat Dorsey
2026 Q2 $1.6B 11
ASML 17% APP 14% RPRX 9% BKNG 8% SPGI 8%
14 Aug
89
Fairholme Capital Management LLC Bruce Berkowitz
2026 Q2 $1.5B 13
JOE 76% EPD 13% OZK 3% BRK.B 3% WRB 1%
14 Aug
90
Weitz Investment Management, Inc. Wallace Weitz
2026 Q2 $1.4B 50
BRK.B 9% GOOG 7% DHR 6% V 6% MA 5%
12 Aug
91
Tweedy, Browne Co LLC
2026 Q2 $1.3B 91
CNH 17% IONS 14% KOF 9% BRK.A 8% JNJ 4%
7 Aug
92
Matrix Asset Advisors Inc. David Katz
2026 Q2 $1.2B 106
MSFT 5% MAVF 4% GOOG 4% PNC 4% QCOM 4%
15 Jul
93
Khrom Capital Management LLC Eric Khrom
2026 Q2 $1.2B 15
COF 15% DASH 15% GXO 12% HCI 10% AMCR 9%
14 Aug
94
Hiddenite Capital Partners LP Ryan Packard
2026 Q2 $1.2B 38
APP 3% BRUN 3% BKD 2% NRG 2% TSM 2%
13 Aug
95
Triple Frond Partners LLC
2026 Q2 $1.1B 13
ASML 21% TDG 13% MSFT 12% AMZN 9% GOOG 9%
13 Aug
96
Shannon River Fund Management LLC Spencer Waxman
2026 Q2 $1.1B 37
TSEM 9% FLEX 5% AMD 5% IDCC 5% CLS 5%
13 Aug
97
Opaleye Management Inc. James Silverman
2026 Q2 $1.1B 58
LQDA 18% ETON 9% HROW 9% IRON 6% URGN 5%
14 Aug
98
Light Street Capital Management, LLC Glen Kacher
2026 Q2 $903M 28
TSM 12% AMD 7% ALAB 7% GTLB 7% AVGO 6%
14 Aug
99
Semper Augustus Investments Group LLC Christopher Bloomstran
2026 Q2 $885M 50
BRK.B 15% ALK 11% BRK.A 10% DG 9% DECK 8%
14 Aug
100
Torray Investment Partners LLC
2026 Q2 $741M 91
AVGO 5% RPRX 5% CEG 4% CNA 3% GOOGL 3%
30 Jul
101
Palo Alto Investors LP Palo Alto Investors
2026 Q2 $724M 52
PTC 10% ACAD 10% INSM 6% MIRM 6% ANAB 6%
19 Aug
102
Rule One Partners, LLC Rule One Partners
2026 Q2 $694M 14
NFLX 4% SFM 2% CRM 2% LULU 2% POOL 1%
14 Aug
103
Steginsky Capital LLC Andrew Steginsky
2026 Q2 $666M 8
GOOG 37% COST 19% MKL 13% FAST 12% MLM 12%
9 Jul
104
Cantillon Capital Management LLC William Von Mueffling
2026 Q2 $665M 27
AVGO 11% GOOGL 9% TSM 8% IBKR 7% AMAT 5%
29 Jul
105
Kahn Brothers Group Inc.
2026 Q2 $633M 48
C 19% BAYRY 14% FLG 10% GOOG 7% Z 6%
17 Aug
106
Third Avenue Management LLC
2026 Q2 $625M 55
TDW 10% BCC 7% VAL 6% RHI 6% HOG 6%
12 Aug
107
Avidity Partners Management LP David Witzke
2026 Q2 $624M 45
DNTH 33% CGON 16% ORKA 12% JBIO 6% ELVN 4%
14 Aug
108
Conifer Management, L.L.C. Greg Alexander
2026 Q2 $607M 6
GPI 46% EQH 30% AIIR 11% MNDY 5% RMNI 4%
13 Aug
109
Estuary Capital Management LP
2026 Q2 $589M 21
GPN 7% ICFI 7% OWL 7% ARES 7% AAP 6%
14 Aug
110
Shah Capital Management Himanshu Shah
2026 Q2 $526M 9
VEON 46% NVAX 25% CYD 12% VGSH 4% TROX 3%
14 Aug
111
DAFNA Capital Management LLC Nathan Fischel
2026 Q2 $524M 88
RVMD 20% XBI 6% CMPS 5% STXS 4% NKTR 4%
14 Aug
112
Wedgewood Partners Inc. David Rolfe
2026 Q2 $484M 18
TSM 10% GOOGL 9% META 9% AAPL 8% MSFT 7%
14 Aug
113
Van Den Berg Management I, Inc. Arnold Van Den Berg
2026 Q2 $473M 120
DELL 6% PHYS 5% INTC 4% LUMN 4% XOM 4%
14 Aug
114
Joho Capital LLC Robert Karr
2026 Q2 $460M 10
MSFT 23% BROS 22% TSM 20% AMZN 18% HUBB 7%
14 Aug
115
Olstein Capital Management, L.P. Robert Olstein
2026 Q1 $458M 99
DIS 2% ST 2% AVTR 2% LKQ 2% OMC 2%
21 Apr
116
Miller Value Partners, LLC Bill Miller
2026 Q2 $423M 56
NBR 9% GTN 7% SPUU 6% BLMN 6% QUAD 5%
14 Aug
117
RV Capital AG Robert Vinall
2026 Q2 $383M 13
CVNA 30% META 20% CACC 18% IBKR 13% HTHT 6%
14 Aug
118
Greenlea Lane Capital Management, LLC Josh Tarasoff
2026 Q2 $364M 10
AMZN 18% BN 16% BRK.A 13% MKL 11% SGOV 11%
14 Aug
119
Muhlenkamp & Co. Inc.
2026 Q2 $345M 28
RUSHA 7% NEM 6% AEM 6% EQT 6% MCK 6%
17 Aug
120
Engaged Capital LLC Glenn Welling
2026 Q2 $327M 10
VFC 23% YETI 18% GXO 15% EVH 9% FRPT 9%
14 Aug
121
Dalal Street, LLC Mohnish Pabrai
2026 Q2 $327M 4
HCC 43% RIG 31% AMR 26% KSPI 0%
13 Aug
122
Ratan Capital Management LP Nehal Chopra
2026 Q2 $310M 48
SIMO 13% INTC 8% VST 7% AMZN 7% QCOM 6%
18 Aug
123
Murphy Pohlad Asset Management LLC Murphy Pohlad
2026 Q2 $287M 135
TRV 4% INTC 3% BRK.B 3% AEM 2% COP 2%
21 Jul
124
Oakcliff Capital Partners, LP Bryan Lawrence
2026 Q2 $268M 9
IBKR 33% GOOG 16% GIL 13% TDG 12% GWRE 7%
13 Aug
125
Krensavage Asset Management LLC Michael Krensavage
2026 Q2 $263M 18
ENTA 16% JAZZ 15% UTHR 14% BMRN 11% EXEL 8%
13 Aug
126
Punch Card Management LP Norbert Lou
2026 Q2 $256M 5
BRK.A 42% CROX 27% PDD 12% PYPL 11% SGOV 7%
14 Aug
127
ShawSpring Partners, LLC Dennis Hong
2026 Q2 $232M 11
BABA 17% AMZN 16% OKTA 14% ZS 10% CR 8%
14 Aug
128
Chou Associates Management Inc. Francis Chou
2026 Q2 $217M 31
BRK.A 30% GOOG 12% SYF 8% OXY 7% SIRI 6%
12 Aug
129
Kentucky Trust Co Kentucky Trust Co.
2026 Q2 $208M 316
USB 5% AAPL 4% JPM 4% DNP 4% MSFT 3%
10 Jul
130
Octahedron Capital Management L.P. Ram Parameswaran
2026 Q2 $195M 15
NU 12% GOOGL 12% CVNA 11% INTC 10% MU 9%
14 Aug
131
Atlantic Investment Management, Inc. Alex Roepers
2026 Q2 $192M 12
ASH 17% APTV 15% KEX 13% XRAY 12% PVH 10%
14 Aug
132
King Street Capital Management, L.P.
2026 Q2 $190M 6
SGRY 54% USHY 19% HYG 10% TLN 10% VST 5%
14 Aug
133
Greenhaven Road Investment Management, L.P. Scott Miller
2026 Q2 $154M 17
HGTY 14% CLBT 12% KWY 11% LFCR 11% PAR 9%
14 Aug
134
Aquamarine Zurich AG Guy Spier
2026 Q2 $144M 7
BRK.B 34% BRK.A 16% AXP 15% MA 14% MCO 8%
10 Jul
135
Hillman Capital Management, Inc.
2026 Q2 $138M 54
CVS 4% BIIB 4% DD 4% WBD 4% BAX 4%
14 Aug
136
Makaira Partners LLC Tom Bancroft
2025 Q4 $128M 11
CHTR 27% DPZ 12% LAMR 12% BBWI 12% CDW 11%
11 Feb
137
Courant Investment Management LLC Claude Leveille
2026 Q2 $103M 7
PGR 25% JPM 22% SCHW 16% LOW 11% ULTA 9%
14 Jul

Latest non-restated 13F as filed ($000). Long-equity tops by reported value. Stale = last filed more than 9 months ago.