20 of 46investors have filed

89new positions

61sold out

13F Q3 2026 Form 13F-HR

New and sold positions, Q3 2026

20 of the 46 investors we follow have filed their 13F for Q3 2026 (the latest on Nov 13, 2026). A new position was not in their previous 13F. A sold-out one is gone from this one. 13F shows long positions in US stocks, up to 45 days after the quarter ends.

New positions and sold-out positions by investor

The bar is the number of new positions; the figure shows new / sold out. The twelve investors with the most changes.

89 new positions in Q3 2026, largest share of the portfolio first.

C.T. Fitzpatrick · filed Nov 10, 2026

New position: GOOG Alphabet Inc

6.0% of the reported portfolio, $186.4M.

13F filing on sec.gov

Yacktman · filed Nov 2, 2026

New position: GOOG Alphabet Inc.

4.6% of the reported portfolio, $385.1M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: GOOG Alphabet Inc

3.9% of the reported portfolio, $2.5B.

13F filing on sec.gov

Yacktman · filed Nov 2, 2026

New position: FOX Fox Corporation

3.8% of the reported portfolio, $314.2M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: ONEOK INC NEW

1.6% of the reported portfolio, $1.0B.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: APTV Aptiv Plc

1.3% of the reported portfolio, $16.2M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: XOM Exxonmobil Holdings Corp

1.3% of the reported portfolio, $828.3M.

13F filing on sec.gov

Jensen Investment · filed Nov 10, 2026

New position: ISRG Intuitive Surgical Inc.

1.3% of the reported portfolio, $40.4M.

13F filing on sec.gov

Chris Davis · filed Nov 10, 2026

New position: ZTS Zoetis Inc.

1.1% of the reported portfolio, $249.3M.

13F filing on sec.gov

Jensen Investment · filed Nov 10, 2026

New position: AXP American Express Co.

1.0% of the reported portfolio, $33.3M.

13F filing on sec.gov

Chris Davis · filed Nov 10, 2026

New position: GOOG Alphabet Inc., Class C

0.8% of the reported portfolio, $189.3M.

13F filing on sec.gov

Chris Davis · filed Nov 10, 2026

New position: EXE Expand Energy Corp.

0.7% of the reported portfolio, $172.1M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: NVR Nvr Inc

0.6% of the reported portfolio, $400.1M.

13F filing on sec.gov

C.T. Fitzpatrick · filed Nov 10, 2026

New position: SWKS Skyworks Solutions Inc

0.6% of the reported portfolio, $17.3M.

13F filing on sec.gov

C.T. Fitzpatrick · filed Nov 10, 2026

New position: TYL Tyler Technologies Inc

0.4% of the reported portfolio, $11.7M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: WF Woori Financial - Adr

0.2% of the reported portfolio, $2.7M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: ADBE Adobe Inc

0.2% of the reported portfolio, $2.7M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: GIB Cgi Inc.

0.2% of the reported portfolio, $2.5M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: NOMD Nomad Foods

0.2% of the reported portfolio, $2.4M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: ACI Albertsons Cos-A

0.2% of the reported portfolio, $2.2M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: LENB Lennar Corp - B Shs

0.2% of the reported portfolio, $2.1M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: DKS Dick's Sporting Goods Inc.

0.2% of the reported portfolio, $2.1M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: TSN Tyson Foods

0.2% of the reported portfolio, $2.0M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: PVH Pvh Corp

0.2% of the reported portfolio, $2.0M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: FBIN Fortune Brands Innovations Inc

0.2% of the reported portfolio, $2.0M.

13F filing on sec.gov

Chris Davis · filed Nov 10, 2026

New position: PPC Pilgrim's Pride Corp.

0.1% of the reported portfolio, $32.9M.

13F filing on sec.gov

Tweedy Browne · filed Nov 4, 2026

New position: ADI GLOBAL DISTRIBUTION INC

0.1% of the reported portfolio, $1.0M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: ZTS Zoetis Inc

0.1% of the reported portfolio, $50.7M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: EQX Equinox Gold Corp

0.1% of the reported portfolio, $54.1M.

13F filing on sec.gov

Tom Gayner · filed Oct 30, 2026

New position: XOM Exxonmobil Holdings Ord

0.1% of the reported portfolio, $9.8M.

13F filing on sec.gov

Jensen Investment · filed Nov 10, 2026

New position: NVMI Nova Ltd.

0.1% of the reported portfolio, $1.6M.

13F filing on sec.gov

Chris Davis · filed Nov 10, 2026

New position: AHR American Healthcare Reit, Inc.

0.0% of the reported portfolio, $6.7M.

13F filing on sec.gov

Chris Davis · filed Nov 10, 2026

New position: WY Weyerhaeuser Co.

0.0% of the reported portfolio, $6.4M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: GBCI Glacier Bancorp Inc New

0.0% of the reported portfolio, $18.2M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: GATES INDL CORP LTD

0.0% of the reported portfolio, $16.7M.

13F filing on sec.gov

Chris Davis · filed Nov 10, 2026

New position: CRM Salesforce, Inc.

0.0% of the reported portfolio, $4.2M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: FECM First Eagle Etf Tr

0.0% of the reported portfolio, $14.3M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: ASO Academy Sports & Outdoors In

0.0% of the reported portfolio, $13.2M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: MMSI Merit Med Sys Inc

0.0% of the reported portfolio, $13.0M.

13F filing on sec.gov

First Eagle · filed Nov 10, 2026

New position: TEX Terex Corp New

0.0% of the reported portfolio, $11.9M.

13F filing on sec.gov