The latest SEC 13F portfolios of the investors worth watching — Buffett, Ackman,
Druckenmiller, Pabrai, Li Lu and a set of hidden gems who run tight, concentrated books.
Click any manager for their holdings, weights and what they bought, added or trimmed last quarter.
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CONSENSUS — MOST-OWNED ACROSS THESE INVESTORS
Where the smart money agrees
ROTATION — LAST QUARTER
What they're buying & selling
Net by sector (Δ shares × price, all managers)
▲ Most bought
▼ Most sold
SIGNALS — LAST QUARTER
New bets, conviction & shifting consensus
★ New positions opened this quarter
◆ Highest conviction biggest single weight
▲ Rising consensus + holders vs last Q
▼ Falling consensus − holders vs last Q
Note: a company that changes its CUSIP in a reorganisation (e.g. a manager re-domiciling to the US) can make a continuing holding look like a brand-new position — read big simultaneous "new" buys with that in mind.