tickdelta
tickdelta
Sign in

Tickdelta is free for now. Sign up and get Pro free

Superinvestors 13F data can be up to 45 days old

What 46 well-known long-term investors held and changed, from the 13F-HR reports they file each quarter (most have filed for Q2 2026). A 13F lists US stocks held at the quarter end and is filed up to 45 days later: it shows no short positions, cash or foreign shares, and it is old news by the time it is filed.

Companies where followed investors bought in their latest 13F quarter and the company's own insiders bought shares in the open market (Form 4, code P) from the start of that quarter until today. Two independent filings saying the same thing. It is a list of facts to read, not a prediction: Tickdelta's backtest found that insider buying alone did not predict returns.

GEHC GE HealthCare Technologies Inc.
Superinvestors (13F)
Nelson Peltz Added ×763 4.67% of portfolio
Dodge & Cox Added +21% 1.3% of portfolio
First Eagle Added +795%
Insiders (Form 4), since 2026-04-01
CULP H LAWRENCE JR Director bought $5.0M 2026-05-06
Lobo Kevin Director bought $642K 2026-05-22
Arduini Peter J President and CEO bought $250K 2026-04-30
SACCARO JAMES Chief Financial Officer bought $201K 2026-05-01
Jimenez Frank R GC & Corporate Secretary bought $106K 2026-04-30
Hochman Rodney F Director bought $100K 2026-05-12
Yang Watkin Phoebe L. Director bought $63K 2026-05-08
Stromberg William J Director bought $62K 2026-05-06
FISV FISERV INC
Superinvestors (13F)
Chad Williams Added +36% 6.9% of portfolio
Bill Nygren Added +13% 1.46% of portfolio
First Eagle Added +190% 0.92% of portfolio
Insiders (Form 4), since 2026-04-01
FRITZ LANCE M Director bought $520K 2026-08-07
Rosman Adam L. Chief Admin. and Legal Officer bought $501K 2026-06-16
Todd Paul M Chief Financial Officer bought $500K 2026-06-17
Nixon Gordon M. Director bought $372K 2026-06-16
Mamilli Wafaa Director bought $150K 2026-06-17
DiSimone Harry Director bought $101K 2026-06-16
Yarkoni Charlotte Director bought $100K 2026-06-16
NCLH Norwegian Cruise Line Holdings Ltd.
Superinvestors (13F)
Seth Klarman Added +113% 3.31% of portfolio
Paul Singer Added +11% 2.17% of portfolio
Insiders (Form 4), since 2026-04-01
PAGLIUCA STEPHEN G Director bought $25.0M 2026-06-01 to 2026-06-02
CHIDSEY JOHN President and CEO bought $2.5M 2026-05-22
Byng-Thorne Zillah Director bought $521K 2026-05-07
COHEN JONATHAN Z Director bought $475K 2026-05-20
MacDonald Brian P Director bought $248K 2026-05-11
Cil Jose E. Director bought $225K 2026-05-18 to 2026-05-19
Lansberry Kevin Allen Director bought $197K 2026-05-07
APTV Aptiv PLC
Superinvestors (13F)
Tweedy Browne New 1.32% of portfolio
Andreas Halvorsen New 0.8% of portfolio
Insiders (Form 4), since 2026-04-01
MEISTER PAUL M Director bought $5.0M 2026-08-05
CLARK KEVIN P Chair and CEO bought $2.5M 2026-08-10
Mahoney Sean O Director bought $553K 2026-08-11
Agnevall Hakan Director bought $551K 2026-05-08 to 2026-08-13
ELV Elevance Health, Inc.
Superinvestors (13F)
First Eagle Added +103% 2.8% of portfolio
Bill Nygren Added +3% 2.56% of portfolio
Yacktman Added +1% 1.59% of portfolio
Tweedy Browne Added +14% 0.23% of portfolio
Insiders (Form 4), since 2026-04-01
BOUDREAUX GAIL President and CEO bought $1.0M 2026-07-17
PERU RAMIRO G Director bought $366K 2026-07-17
SPGI S&P Global Inc.
Superinvestors (13F)
Triple Frond Partners New 4.67% of portfolio
Christopher Bloomstran New 2.12% of portfolio
Wally Weitz Added +1% 0.22% of portfolio
Insiders (Form 4), since 2026-04-01
Clay Catherine R CEO, S&P Dow Jones Indices bought $1.1M 2026-05-01
CHEUNG MARTINA CEO & President bought $998K 2026-04-29
Moritz Robert Edward Jr. Director bought $500K 2026-04-30
ADBE ADOBE INC.
Superinvestors (13F)
Bill Nygren Added +23% 0.78% of portfolio
Dodge & Cox Added +25% 0.34% of portfolio
Tweedy Browne New 0.22% of portfolio
Chris Davis Added +50% 0.06% of portfolio
Insiders (Form 4), since 2026-04-01
Ricks David A Director bought $1.9M 2026-06-25
AON Aon plc
Superinvestors (13F)
Dodge & Cox Added +6% 1.53% of portfolio
Andreas Halvorsen Added +6% 1.09% of portfolio
Jensen Investment Added +1% 0.21% of portfolio
Yacktman Added +2% 0.04% of portfolio
Insiders (Form 4), since 2026-04-01
KNIGHT LESTER B Director bought $6.5M 2026-09-02
BA BOEING CO
Superinvestors (13F)
David Tepper New 2.54% of portfolio
Andreas Halvorsen Added +2% 2.02% of portfolio
Insiders (Form 4), since 2026-04-01
Buckley Mortimer J Director bought $998K 2026-10-30
MOLLENKOPF STEVEN M Director bought $510K 2026-10-30
TILDEN BRADLEY D Director bought $299K 2026-05-20
CHTR CHARTER COMMUNICATIONS, INC. /MO/
Superinvestors (13F)
Dodge & Cox Added +3% 1.15% of portfolio
Insiders (Form 4), since 2026-04-01
Ramos Mauricio Director bought $1.4M 2026-05-15
Winfrey Christopher L President and CEO bought $1.2M 2026-04-28
Davis Wade Director bought $995K 2026-04-28
Nair Balan Director bought $175K 2026-04-28
SYY SYSCO CORP
Superinvestors (13F)
Bill Nygren Added +48% 1.83% of portfolio
Yacktman Added +1% 1.22% of portfolio
Dan Loeb New 1.04% of portfolio
Insiders (Form 4), since 2026-04-01
Hinshaw John M Director bought $1.0M 2026-05-26
Ondrof Thomas Gerard Director bought $192K 2026-11-04
ABT ABBOTT LABORATORIES
Superinvestors (13F)
Mason Hawkins New 3.98% of portfolio
Insiders (Form 4), since 2026-04-01
STARKS DANIEL J Director bought $927K 2026-04-27
Boudreau Philip P EVP AND CFO bought $201K 2026-04-23
Stratton John G Director bought $174K 2026-05-07
CDW CDW Corp
Superinvestors (13F)
Stanley Druckenmiller New 2.42% of portfolio
Bill Nygren Added +3% 1.05% of portfolio
Insiders (Form 4), since 2026-04-01
NELMS DAVID W Director bought $2.0M 2026-05-27
LEAHY CHRISTINE A See Remarks bought $499K 2026-05-18
COO COOPER COMPANIES, INC.
Superinvestors (13F)
Bill Nygren New 0.07% of portfolio
Insiders (Form 4), since 2026-04-01
Kurzius Lawrence Erik Director bought $1.1M 2026-09-14 to 2026-09-16
Rosebrough Walter M Jr Director bought $542K 2026-09-11 to 2026-09-14
Keel Paul A Director bought $250K 2026-09-11
CORZ Core Scientific, Inc./tx
Superinvestors (13F)
Chase Coleman New 0.09% of portfolio
Dan Loeb New 0.03% of portfolio
Insiders (Form 4), since 2026-04-01
Weiss Eric Stanton Director bought $232K 2026-08-18 to 2026-09-15
CRAIN ELIZABETH Director bought $110K 2026-08-20
CRH CRH PUBLIC LTD CO
Superinvestors (13F)
Dan Loeb Added +16% 5.05% of portfolio
Stanley Druckenmiller Added +47% 1.37% of portfolio
First Eagle Added +95%
Insiders (Form 4), since 2026-04-01
Talbot Siobhan Director bought $189K 2026-11-03
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
Superinvestors (13F)
Yacktman Added +2% 2.2% of portfolio
Christopher Bloomstran New 1.66% of portfolio
Dodge & Cox Added +2% 0.3% of portfolio
Insiders (Form 4), since 2026-04-01
ROHLEDER STEPHEN J Director bought $210K 2026-06-10
INTC INTEL CORP
Superinvestors (13F)
Philippe Laffont New 3.49% of portfolio
Chase Coleman Added +160% 2.48% of portfolio
Insiders (Form 4), since 2026-04-01
TAN LIP BU CEO bought $19.7M 2026-08-11 to 2026-11-02
MSCI MSCI Inc.
Superinvestors (13F)
Andreas Halvorsen New 1.85% of portfolio
Yacktman Added +1% 0.07% of portfolio
Insiders (Form 4), since 2026-04-01
Fernandez Henry A Chairman and CEO bought $2.2M 2026-05-15
Taneja Rajat Director bought $1.0M 2026-09-02
PEP PEPSICO INC
Superinvestors (13F)
Yacktman Added +1% 3.17% of portfolio
First Eagle Added +108% 0.01% of portfolio
Bill Nygren Added +21%
Insiders (Form 4), since 2026-04-01
POHLAD ROBERT C Director bought $23.7M 2026-10-14
PFE PFIZER INC
Superinvestors (13F)
Bruce Berkowitz New 0.37% of portfolio
Insiders (Form 4), since 2026-04-01
BOURLA ALBERT Chairman & CEO bought $1.0M 2026-08-12
BLAYLOCK RONALD E Director bought $999K 2026-08-05
Buckley Mortimer J Director bought $960K 2026-08-05
SCHW SCHWAB CHARLES CORP
Superinvestors (13F)
Francois Rochon Added +9% 5.62% of portfolio
Dodge & Cox Added +3% 3.81% of portfolio
Bill Nygren Added +11% 3.0% of portfolio
Insiders (Form 4), since 2026-04-01
Wurster Richard A President & CEO bought $1.8M 2026-05-28
UBER Uber Technologies, Inc
Superinvestors (13F)
David Tepper Added +22% 8.14% of portfolio
Terry Smith New 4.73% of portfolio
Insiders (Form 4), since 2026-04-01
KHOSROWSHAHI DARA Chief Executive Officer bought $10.0M 2026-09-10
Macdonald Andrew See Remarks bought $5.3M 2026-09-04
WTW WILLIS TOWERS WATSON PLC
Superinvestors (13F)
First Eagle Added +106% 2.03% of portfolio
Dodge & Cox Added +9% 1.13% of portfolio
Insiders (Form 4), since 2026-04-01
Hess Carl Aaron Chief Executive Officer bought $510K 2026-05-04
Clarke Lucy President of Risk & Broking bought $499K 2026-05-06
ACN Accenture plc
Superinvestors (13F)
First Eagle Added +163% 0.03% of portfolio
Insiders (Form 4), since 2026-04-01
Sweet Julie Spellman Chair and CEO bought $3.0M 2026-10-26
Price Paula A Director bought $200K 2026-10-26
ADP AUTOMATIC DATA PROCESSING INC
Superinvestors (13F)
Francois Rochon Added +56% 5.31% of portfolio
First Eagle Added +263% 2.01% of portfolio
Insiders (Form 4), since 2026-04-01
SWAN ROBERT HOLMES Director bought $746K 2026-05-07
AVGO Broadcom Inc.
Superinvestors (13F)
Philippe Laffont Added +6% 4.57% of portfolio
David Tepper New 0.83% of portfolio
Insiders (Form 4), since 2026-04-01
You Harry L. Director bought $374K 2026-06-11
BRO BROWN & BROWN, INC.
Superinvestors (13F)
First Eagle Added +166% 1.3% of portfolio
Insiders (Form 4), since 2026-04-01
PROCTOR H PALMER JR Director bought $114K 2026-05-05
JOHNSON JOIA M Director bought $50K 2026-06-09
CLX CLOROX CO /DE/
Superinvestors (13F)
Terry Smith Added +5% 0.19% of portfolio
Jensen Investment Added +4% 0.11% of portfolio
Insiders (Form 4), since 2026-04-01
Breber Pierre R Director bought $829K 2026-05-05 to 2026-11-04
CME CME GROUP INC.
Superinvestors (13F)
Seth Klarman New 2.77% of portfolio
Andreas Halvorsen New 0.1% of portfolio
Insiders (Form 4), since 2026-04-01
SHEPARD WILLIAM R Director bought $157K 2026-06-25 to 2026-09-25
CRM Salesforce, Inc.
Superinvestors (13F)
Bill Nygren Added +8% 3.4% of portfolio
First Eagle Added +138% 1.98% of portfolio
Insiders (Form 4), since 2026-04-01
Kirk David Blair Director bought $999K 2026-09-18
DVN DEVON ENERGY CORP/DE
Superinvestors (13F)
Chris Davis New 4.53% of portfolio
Tweedy Browne Added +15% 0.15% of portfolio
Insiders (Form 4), since 2026-04-01
Gaspar Clay M PRESIDENT AND CEO bought $200K 2026-09-14
FICO FAIR ISAAC CORP
Superinvestors (13F)
Terry Smith New 0.16% of portfolio
Yacktman Added +20% 0.05% of portfolio
Insiders (Form 4), since 2026-04-01
Rey David A Director bought $7K 2026-09-22
FOXA Fox Corp
Superinvestors (13F)
Stanley Druckenmiller New 2.66% of portfolio
Dodge & Cox Added +3% 0.31% of portfolio
Insiders (Form 4), since 2026-04-01
MURDOCH LACHLAN K Executive Chair, CEO bought $10.3M 2026-09-15
IBKR Interactive Brokers Group, Inc.
Superinvestors (13F)
Andreas Halvorsen Added +246% 1.2% of portfolio
Stephen Mandel New 0.31% of portfolio
Insiders (Form 4), since 2026-04-01
Conkling Lori A Director bought $15K 2026-05-01 to 2026-11-02
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC
Superinvestors (13F)
Dodge & Cox Added +1% 1.57% of portfolio
First Eagle Added +102% 1.29% of portfolio
Insiders (Form 4), since 2026-04-01
FRIBOURG PAUL J Director bought $20.3M 2026-06-01
IR Ingersoll Rand Inc.
Superinvestors (13F)
Chad Williams Added +4% 4.35% of portfolio
Wally Weitz Added +21% 0.98% of portfolio
Insiders (Form 4), since 2026-04-01
Satpathy Aurobind Director bought $1.0M 2026-08-03
LEN LENNAR CORP /NEW/
Superinvestors (13F)
Edgar Wachenheim Added +15% 13.38% of portfolio
Warren Buffett Added +30% 0.41% of portfolio
Insiders (Form 4), since 2026-04-01
BERKSHIRE HATHAWAY INC / BUFFETT WARREN E 10% owner bought $595.3M 2026-09-17 to 2026-10-02
LIN LINDE PLC
Superinvestors (13F)
Stephen Mandel New 4.94% of portfolio
Tom Gayner Added +2% 0.88% of portfolio
Insiders (Form 4), since 2026-04-01
Reynolds Paula Rosput Director bought $48K 2026-08-18
MAA MID AMERICA APARTMENT COMMUNITIES INC.
Superinvestors (13F)
Andreas Halvorsen Added +5% 2.0% of portfolio
Insiders (Form 4), since 2026-04-01
FISCHER TAMARA D Director bought $141K 2026-05-21
Hill Adrian EVP, Chief Investment Officer bought $100K 2026-10-30
ROL ROLLINS INC
Superinvestors (13F)
Tom Gayner Added +4% 0.4% of portfolio
Insiders (Form 4), since 2026-07-01
R. Randall Rollins Voting Trust U/A dated August 25, 1994 10% owner bought $50.0M 2026-10-29
LOR INC 10% owner bought $50.0M 2026-10-29
TSN TYSON FOODS, INC.
Superinvestors (13F)
Yacktman Added +2% 1.58% of portfolio
Tweedy Browne New 0.16% of portfolio
Insiders (Form 4), since 2026-07-01
Schomburger Jeffrey K President & CEO Elect bought $1.0M 2026-09-04
WULF TERAWULF INC.
Superinvestors (13F)
Stephen Mandel Added +21% 3.65% of portfolio
Polen Capital Added +429% 0.13% of portfolio
Insiders (Form 4), since 2026-04-01
Bucella Michael C. Director bought $190K 2026-08-14 to 2026-09-15
BKR Baker Hughes Co
Superinvestors (13F)
Insiders (Form 4), since 2026-04-01
RICE JOHN G Director bought $531K 2026-11-03
CASY CASEYS GENERAL STORES INC
Superinvestors (13F)
First Eagle Added +200%
Insiders (Form 4), since 2026-04-01
Spanos Mike Director bought $199K 2026-06-26
CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Superinvestors (13F)
Bill Nygren Added +4% 0.68% of portfolio
Insiders (Form 4), since 2026-04-01
Coleman Glenn EVP & Chief Financial Officer bought $3K 2026-09-30
CSGP COSTAR GROUP, INC.
Superinvestors (13F)
Chuck Akre Added +13% 6.49% of portfolio
Insiders (Form 4), since 2026-04-01
FLORANCE ANDREW C President and CEO bought $5.0M 2026-05-01 to 2026-08-04
CVS CVS HEALTH Corp
Superinvestors (13F)
Andreas Halvorsen New 1.08% of portfolio
Insiders (Form 4), since 2026-04-01
Shah Prem S EVP and Group President bought $2.0M 2026-11-06
EME EMCOR Group, Inc.
Superinvestors (13F)
Polen Capital New 0.79% of portfolio
Insiders (Form 4), since 2026-04-01
MCEVOY M KEVIN Director bought $2K 2026-06-17 to 2026-09-01
ETN Eaton Corp plc
Superinvestors (13F)
Philippe Laffont Added +5% 4.38% of portfolio
Insiders (Form 4), since 2026-04-01
Johnson Gerald Director bought $482K 2026-05-08 to 2026-08-13
HONA Honeywell Aerospace Inc.
Superinvestors (13F)
Insiders (Form 4), since 2026-04-01
ARNOLD CRAIG Director bought $998K 2026-09-01
KHC Kraft Heinz Co
Superinvestors (13F)
Bruce Berkowitz Added +92% 0.32% of portfolio
Insiders (Form 4), since 2026-04-01
CAHILLANE STEVEN A Chief Executive Officer bought $5.0M 2026-05-12
NDAQ NASDAQ, INC.
Superinvestors (13F)
Bill Nygren Added +1% 0.86% of portfolio
Insiders (Form 4), since 2026-04-01
INVESTOR AB / Innax AB 10% owner bought $4.9M 2026-06-11
NVR NVR INC
Superinvestors (13F)
Tom Gayner Added +1% 0.63% of portfolio
Insiders (Form 4), since 2026-07-01
Oliver George Director bought $405K 2026-08-07
ORCL ORACLE CORP
Superinvestors (13F)
First Eagle Added +102% 2.16% of portfolio
Insiders (Form 4), since 2026-04-01
RUSCKOWSKI STEPHEN H Director bought $3.5M 2026-09-29
PPG PPG INDUSTRIES INC
Superinvestors (13F)
First Eagle Added +102% 1.37% of portfolio
Insiders (Form 4), since 2026-04-01
Hefel Juliane M. Sr. VP, Ind Coatings & Sp Prod bought $3K 2026-06-12 to 2026-09-11
TMUS T-Mobile US, Inc.
Superinvestors (13F)
Dodge & Cox Added +3% 0.57% of portfolio
Insiders (Form 4), since 2026-04-01
Almeida Andre Chief Broadband, Ent. & Emerg bought $1.0M 2026-05-01
VST Vistra Corp.
Superinvestors (13F)
David Tepper Added +10% 5.15% of portfolio
Insiders (Form 4), since 2026-04-01
BURKE JAMES A President and CEO bought $1.2M 2026-08-24 to 2026-09-01
XYL Xylem Inc.
Superinvestors (13F)
Tom Gayner New 0.01% of portfolio
Insiders (Form 4), since 2026-07-01
KOCH D CHRISTIAN Director bought $986K 2026-10-29