46 of 46investors have filed

292new positions

279sold out

13F Q3 2025 Form 13F-HR

New and sold positions, Q3 2025

46 of the 46 investors we follow have filed their 13F for Q3 2025 (the latest on Nov 20, 2025). 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.

292 new positions in Q3 2025, largest share of the portfolio first.

Mohnish Pabrai · filed Nov 13, 2025

New position: RIG Transocean Ltd

22.6% of the reported portfolio, $76.3M.

13F filing on sec.gov

Seth Klarman · filed Nov 13, 2025

New position: UNP Union Pac Corp

8.2% of the reported portfolio, $353.7M.

13F filing on sec.gov

Mason Hawkins · filed Nov 14, 2025

New position: RYN Rayonier Inc

6.1% of the reported portfolio, $119.3M.

13F filing on sec.gov

Dan Loeb · filed Nov 14, 2025

New position: NSC Norfolk Southn Corp

5.9% of the reported portfolio, $495.7M.

13F filing on sec.gov

Zhang Lei · filed Nov 14, 2025

New position: BIDU Baidu Inc

5.3% of the reported portfolio, $216.2M.

13F filing on sec.gov

Polen Capital · filed Nov 12, 2025

New position: AVGO Broadcom Inc

5.0% of the reported portfolio, $1.5B.

13F filing on sec.gov

Triple Frond Partners · filed Nov 14, 2025

New position: ILMN Illumina Inc Com

4.7% of the reported portfolio, $37.1M.

13F filing on sec.gov

Triple Frond Partners · filed Nov 14, 2025

New position: TRU Transunion Com

4.6% of the reported portfolio, $36.1M.

13F filing on sec.gov

Seth Klarman · filed Nov 13, 2025

New position: GPC Genuine Parts Co

4.5% of the reported portfolio, $193.3M.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: AVGO Broadcom Inc

3.7% of the reported portfolio, $511.2M.

13F filing on sec.gov

Carl Icahn · filed Nov 14, 2025

New position: ECHO Echostar Corporation

3.6% of the reported portfolio, $332.5M.

13F filing on sec.gov

Edgar Wachenheim · filed Nov 4, 2025

New position: AVTR Avantor Inc (Avtr)

3.5% of the reported portfolio, $228.5M.

13F filing on sec.gov

Mason Hawkins · filed Nov 14, 2025

New position: AVTR Avantor Inc

3.3% of the reported portfolio, $64.3M.

13F filing on sec.gov

Andreas Halvorsen · filed Nov 14, 2025

New position: MSFT Microsoft Corp

3.3% of the reported portfolio, $1.3B.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: VMC Vulcan Matls Co

3.1% of the reported portfolio, $425.9M.

13F filing on sec.gov

Chad Williams · filed Nov 14, 2025

New position: FISV Fiserv Inc

3.0% of the reported portfolio, $100.2M.

13F filing on sec.gov

Dan Loeb · filed Nov 14, 2025

New position: SGI Somnigroup International Inc

3.0% of the reported portfolio, $253.0M.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: NU Nu Hldgs Ltd

3.0% of the reported portfolio, $406.8M.

13F filing on sec.gov

Chad Williams · filed Nov 14, 2025

New position: WEX Wex Inc

2.8% of the reported portfolio, $93.3M.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: WING Wingstop Inc

2.7% of the reported portfolio, $375.3M.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: APH Amphenol Corp New

2.7% of the reported portfolio, $374.1M.

13F filing on sec.gov

Paul Singer · filed Nov 14, 2025

New position: UNIT Uniti Group Llc

2.6% of the reported portfolio, $361.2M.

13F filing on sec.gov

Stanley Druckenmiller · filed Nov 14, 2025

New position: EEM Ishares Tr

2.6% of the reported portfolio, $101.5M.

13F filing on sec.gov

Dan Loeb · filed Nov 14, 2025

New position: UNP Union Pac Corp

2.5% of the reported portfolio, $206.8M.

13F filing on sec.gov

Stanley Druckenmiller · filed Nov 14, 2025

New position: AMZN Amazon Com Inc

2.4% of the reported portfolio, $96.0M.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: SE Sea Ltd

2.4% of the reported portfolio, $334.1M.

13F filing on sec.gov

Chad Williams · filed Nov 14, 2025

New position: ENSG Ensign Group Inc

2.4% of the reported portfolio, $78.8M.

13F filing on sec.gov

Francois Rochon · filed Nov 14, 2025

New position: RMD Resmed Inc

2.3% of the reported portfolio, $64.4M.

13F filing on sec.gov

Philippe Laffont · filed Nov 14, 2025

New position: SNPS Synopsys Inc

2.2% of the reported portfolio, $892.6M.

13F filing on sec.gov

David Tepper · filed Nov 13, 2025

New position: AMD Advanced Micro Devices Inc

2.2% of the reported portfolio, $153.7M.

13F filing on sec.gov

Edgar Wachenheim · filed Nov 4, 2025

New position: BAX Baxter International Inc (Bax)

2.2% of the reported portfolio, $143.2M.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: CIEN Ciena Corp

2.1% of the reported portfolio, $292.3M.

13F filing on sec.gov

Mason Morfit · filed Nov 14, 2025

New position: TOST Toast Inc

2.1% of the reported portfolio, $124.0M.

13F filing on sec.gov

C.T. Fitzpatrick · filed Nov 10, 2025

New position: FISV Fiserv Inc

2.0% of the reported portfolio, $103.4M.

13F filing on sec.gov

Stanley Druckenmiller · filed Nov 14, 2025

New position: FIGR Figure Technology Solutio

2.0% of the reported portfolio, $77.0M.

13F filing on sec.gov

Stephen Mandel · filed Nov 14, 2025

New position: ETSY Etsy Inc

1.9% of the reported portfolio, $257.6M.

13F filing on sec.gov

Dan Loeb · filed Nov 14, 2025

New position: MTZ Mastec Inc

1.8% of the reported portfolio, $154.3M.

13F filing on sec.gov

Polen Capital · filed Nov 12, 2025

New position: BSX Boston Scientific Corp

1.8% of the reported portfolio, $546.6M.

13F filing on sec.gov

Stanley Druckenmiller · filed Nov 14, 2025

New position: STUB Stubhub Hldgs Inc

1.8% of the reported portfolio, $71.7M.

13F filing on sec.gov

Polen Capital · filed Nov 12, 2025

New position: SNPS Synopsys Inc

1.7% of the reported portfolio, $515.5M.

13F filing on sec.gov