|
14 May
11
|
|
Mohnish Pabrai - Dalal Street, LLC
|
2026 Q1
|
—
|
$422.9B
|
3
|
activity
|
|
Francis Chou - Chou Associates Management Inc.
|
2026 Q1
|
—
|
$210.3B
|
31
|
activity
|
|
David Abrams - Abrams Capital Management, L.P.
|
2026 Q1
|
—
|
$4.6T
|
11
|
activity
|
|
First Eagle Investment Management, LLC
|
2026 Q1
|
restated
|
$59T
|
425
|
activity
|
|
Sarah Ketterer - Causeway Capital Management LLC
|
2026 Q1
|
—
|
$8.1T
|
107
|
activity
|
|
Chuck Akre - Akre Capital Management LLC
|
2026 Q1
|
—
|
$6.1T
|
20
|
activity
|
|
Mairs & Power Inc.
|
2026 Q1
|
—
|
$9.8T
|
245
|
activity
|
|
Polen Capital Management LLC
|
2026 Q1
|
—
|
$14.5T
|
221
|
activity
|
|
Dodge & Cox
|
2026 Q1
|
—
|
$182T
|
222
|
activity
|
|
Seth Klarman - Baupost Group LLC/MA
|
2026 Q1
|
—
|
$5.1B
|
22
|
activity
|
|
Renaissance Technologies LLC
|
2026 Q1
|
—
|
$63.9T
|
3,213
|
activity
|
|
13 May
5
|
|
Third Avenue Management LLC
|
2026 Q1
|
—
|
$616B
|
53
|
activity
|
|
Thomas Russo - Gardner Russo & Quinn LLC
|
2026 Q1
|
—
|
$8.5T
|
86
|
activity
|
|
John Armitage - Egerton Capital (UK) LLP
|
2026 Q1
|
—
|
$9T
|
24
|
activity
|
|
Senator Investment Group LP
|
2026 Q1
|
—
|
$2.2T
|
65
|
activity
|
|
Natixis Advisors, LLC
|
2026 Q1
|
—
|
$71.9B
|
1,684
|
activity
|
|
12 May
2
|
|
First Eagle Investment Management, LLC
|
2026 Q1
|
—
|
$75.6T
|
425
|
activity
|
|
Barington Companies Management, LLC
|
2026 Q1
|
—
|
$123.1B
|
8
|
activity
|
|
11 May
4
|
|
Lyrical Asset Management - Lyrical Asset Management LP
|
2026 Q1
|
—
|
$6.6T
|
39
|
activity
|
|
Robert Vinall - Rv Capital AG
|
2026 Q1
|
—
|
$382.6B
|
13
|
activity
|
|
Josh Tarasoff - Greenlea Lane Capital Management, LLC
|
2026 Q1
|
—
|
$344.3B
|
9
|
activity
|
|
Vulcan Value Partners, LLC
|
2026 Q1
|
—
|
$3.8T
|
33
|
activity
|
|
8 May
1
|
|
Kahn Brothers Group Inc.
|
2026 Q1
|
—
|
$564.1B
|
48
|
activity
|
|
7 May
3
|
|
Harry Burn - Sound Shore Management Inc. /CT/
|
2026 Q1
|
—
|
$3T
|
40
|
activity
|
|
William Von Mueffling - Cantillon Capital Management LLC
|
2026 Q1
|
—
|
$15.1T
|
38
|
activity
|
|
Christopher Davis - Davis Selected Advisers
|
2026 Q1
|
—
|
$21.8T
|
112
|
activity
|
|
6 May
2
|
|
Tweedy, Browne Co. LLC
|
2026 Q1
|
—
|
$1.3T
|
93
|
activity
|
|
Muhlenkamp & Co. Inc.
|
2026 Q1
|
—
|
$379.8B
|
29
|
activity
|
|
5 May
1
|
|
Jensen Investment Management Inc.
|
2026 Q1
|
—
|
$5.1T
|
84
|
activity
|
|
4 May
1
|
|
Steven Check - Check Capital Management INC/CA
|
2026 Q1
|
—
|
$3.4T
|
50
|
activity
|
|
1 May
2
|
|
Torray Investment Partners LLC
|
2026 Q1
|
—
|
$681.7B
|
88
|
activity
|
|
Don Yacktman - Yacktman Asset Management LP
|
2026 Q1
|
—
|
$7.5T
|
76
|
activity
|
|
24 Apr
2
|
|
Lindsell Train - Lindsell Train Ltd
|
2026 Q1
|
—
|
$3.1T
|
27
|
activity
|
|
Richard Pzena - Pzena Investment Management LLC
|
2026 Q1
|
—
|
$30.8T
|
158
|
activity
|
|
22 Apr
1
|
|
David Katz - Matrix Asset Advisors INC/NY
|
2026 Q1
|
—
|
$1.1T
|
105
|
activity
|
|
21 Apr
1
|
|
Robert Olstein - Olstein Capital Management, L.P.
|
2026 Q1
|
—
|
$458M
|
99
|
activity
|
|
17 Apr
2
|
|
Kentucky Trust Co.
|
2026 Q1
|
—
|
$190.8B
|
311
|
activity
|
|
Guy Spier - Aquamarine Zurich AG
|
2026 Q1
|
—
|
$135M
|
7
|
activity
|
|
6 Apr
1
|
|
Greenhaven Associates Inc.
|
2026 Q1
|
—
|
$6.1T
|
27
|
activity
|
|
17 Mar
1
|
|
Vulcan Value Partners, LLC
|
2025 Q4
|
new holdings
|
$98M
|
1
|
activity
|
|
19 Feb
1
|
|
Li Lu - Himalaya Capital Management LLC
|
2025 Q4
|
restated
|
$3.6T
|
9
|
activity
|
|
18 Feb
1
|
|
Paul Singer - Elliott Investment Management L.P.
|
2025 Q4
|
—
|
$22.6T
|
34
|
activity
|
|
17 Feb
8
|
|
Dan Sundheim - D1 Capital Partners L.P.
|
2025 Q4
|
—
|
$10.7T
|
42
|
activity
|
|
Marc Stad - Dragoneer Investment Group, LLC
|
2025 Q4
|
—
|
$4.6T
|
27
|
activity
|
|
Glen Kacher - Light Street Capital Management, LLC
|
2025 Q4
|
—
|
$649.8B
|
24
|
activity
|
|
Ben Tsai - Spruce House Investment Management LLC
|
2025 Q4
|
—
|
$3.4T
|
10
|
activity
|
|
Eric Mandelblatt - Soroban Capital Partners LP
|
2025 Q4
|
—
|
$14.3T
|
29
|
activity
|
|
Joel Greenblatt - Gotham Asset Management, LLC
|
2025 Q4
|
—
|
$27.4T
|
1,719
|
activity
|
|
Robert Karr - Joho Capital LLC
|
2025 Q4
|
—
|
$468.5B
|
9
|
activity
|
|
Carl Icahn - Icahn Capital LP
|
2025 Q4
|
—
|
$8.4T
|
13
|
activity
|