Q2 2026

Consensus

The companies the giants share and hold most heavily, and how that changed this quarter.

Consensus Holdings, Q2 2026

Companies held by at least two giants, ranked by composite weight (top 150); click a column heading to re-sort. Phones show the main columns only.

How to Read This

Composite weight = the sum of each giant’s portfolio weight ÷ the number of giants, so every giant gets one vote. Share of combined value is weighted by money and dominated by the largest portfolios. Cost is an estimate: the average of the quarter’s start and end prices for each purchase; vs cost = quarter-end price ÷ average cost − 1.

Rank	Company	Sector	Giants holding	Composite weight	Share of combined value	This quarter	Net bought (est.)	Avg est. cost (low–high)	Quarter-end price	vs cost	Heaviest holder	Quarters in top 50
1 ▲1	GOOGLAlphabet Inc	Information technology	32 -3	4.96%	9.05%	bought 4 sold 20	+$12.8B	$117.50est.$35.94–$318.68	$357.37	+204%	Li Lu 47.9%	43
2 ▼1	BRK.BBerkshire Hathaway Inc	Financials	19 -2	4.83%	1.86%	bought 4 sold 6	+$434.2M	$44,646est.$76.25–$537,051	$500.39	−99%	Guy Spier 49.5%	110
3	AMZNAmazon.com Inc	Consumer discretionary	18 -2	2.54%	1.38%	bought 6 sold 11	−$1.1B	$165.66est.$48.65–$225.19	$238.34	+44%	Mark Massey 32.2%	26
4	CVNACarvana Co	Consumer discretionary	2	1.88%	0.26%	bought 0 sold 1	−$17.4M	$24.39est.$8.64–$40.14	$65.82	+170%	Clifford Sosin 78.9%	13
5 ▲2	VVisa Inc	Financials	19 +1	1.82%	2.57%	bought 5 sold 8	−$159.3M	$190.02est.$49.08–$326.48	$343.09	+81%	Chris Hohn 19.8%	47
6 ▲3	MAMastercard Inc	Financials	16 +1	1.74%	0.90%	bought 7 sold 5	+$1.7B	$306.72est.$29.32–$548.31	$513.60	+67%	Chuck Akre 20.0%	57
7 ▼2	METAMeta Platforms, Inc	Information technology	19	1.63%	0.93%	bought 6 sold 9	−$46.7M	$361.01est.$142.22–$696.05	$563.29	+56%	Robert Vinall 20.4%	34
8	AAPLApple Inc	Information technology	15 -3	1.58%	12.33%	bought 2 sold 7	−$704.6M	$123.62est.$27.16–$232.30	$289.36	+134%	Duan Yongping 41.1%	64
9 ▼3	MSFTMicrosoft Corp	Information technology	22 -2	1.54%	0.97%	bought 10 sold 10	−$1.6B	$284.88est.$55.92–$461.24	$373.02	+31%	Mark Massey 20.5%	81
11 ▲1	GEGeneral Electric	Industrials	4 -1	1.32%	3.23%	bought 0 sold 1	−$74.1M	$107.99est.$103.03–$120.49	$373.73	+246%	Nelson Peltz 35.6%	14
12 ▼1	MCOMoody’s Corp	Financials	13 -1	1.20%	3.19%	bought 1 sold 5	−$528.9M	$252.86est.$15.03–$447.76	$452.92	+79%	Dev Kantesaria 19.1%	40
13	BACBank of America Corp	Financials	9 -2	1.04%	4.62%	bought 1 sold 4	−$1.8B	$30.99est.$15.57–$52.86	$56.98	+84%	Charlie Munger legacy 44.4%	58
14	WFCWells Fargo & Co	Financials	8 -1	0.94%	0.15%	bought 1 sold 3	−$23.1M	$42.41est.$31.65–$57.14	$82.64	+95%	Charlie Munger legacy 45.5%	110
15 ▲1	SPGIS&P Global Inc	Financials	12 +2	0.94%	1.27%	bought 6 sold 4	+$375.5M	$333.51est.$87.62–$456.88	$407.26	+22%	Dev Kantesaria 19.9%	32
17	IBKRInteractive Brokers Group, Inc	Financials	3	0.91%	0.03%	bought 0 sold 2	−$841.8M	$15.70est.$12.29–$20.41	$87.04	+455%	Bryan Lawrence 33.4%	14
18 ▲2	TDGTransDigm Group Inc	Industrials	4	0.84%	0.25%	bought 1 sold 2	+$8.5M	$707.76est.$442.57–$1,245	$1,332	+88%	Mark Massey 27.5%	31
19 ▲3	FICOFair Isaac Corp	Information technology	7 +1	0.82%	0.27%	bought 1 sold 4	−$145.3M	$1,071est.$366.09–$1,662	$1,195	+12%	Dev Kantesaria 25.8%	17
21 ▼2	HCCWarrior Met Coal Inc	Energy	2	0.81%	0.03%	bought 0 sold 2	−$12.7M	$43.53est.$28.49–$58.58	$81.16	+86%	Mohnish Pabrai 43.3%	8
22 ▼7	BNBrookfield Corp	Financials	5 -1	0.79%	0.60%	bought 0 sold 3	−$299.4M	$19.02est.$7.34–$31.97	$42.59	+124%	Josh Tarasoff 16.3%	26
23	PDDPDD Holdings Inc	Consumer discretionary	3 -2	0.77%	0.46%	bought 2 sold 2	+$998.0M	$106.96est.$98.77–$111.25	$76.28	−29%	Li Lu 22.2%	6
24 ▲4	TSMTaiwan Semiconductor Manufacturing	Information technology	11 -1	0.72%	0.32%	bought 3 sold 7	−$339.3M	$167.59est.$46.64–$407.59	$477.57	+185%	David Rolfe 10.4%	10
25	AXPAmerican Express Co	Financials	11	0.70%	8.57%	bought 1 sold 5	−$4.2M	$119.36est.$47.27–$320.37	$338.25	+183%	Warren Buffett / Greg Abel 17.1%	46
26 ▲17	CROXCrocs, Inc	Consumer discretionary	7 +1	0.65%	0.07%	bought 1 sold 4	−$9.5M	$90.71est.$84.27–$101.93	$120.64	+33%	Norbert Lou 27.2%	2
27 ▲3	UBERUber Technologies, Inc	Industrials	7 +1	0.57%	0.65%	bought 3 sold 2	+$857.4M	$65.61est.$42.70–$75.00	$72.16	+10%	Bill Ackman 12.7%	6
28 ▲13	CCitigroup Inc	Financials	5 +1	0.57%	0.13%	bought 0 sold 2	−$44.3M	$48.29est.$29.99–$55.58	$139.96	+190%	Thomas Kahn 18.5%	12
31 ▲15	ASMLASML Holding NV	Information technology	4	0.51%	0.11%	bought 1 sold 1	+$13.4M	$1,087est.$767.05–$1,471	$1,989	+83%	Pat Dorsey 16.6%	2
32 ▲26	ICLRIcon PLC	Health care	5	0.49%	0.26%	bought 3 sold 1	+$182.6M	$168.48est.$145.01–$208.32	$173.71	+3%	Glenn Greenberg 11.9%	1
33 ▲2	SUNBSunbelt Rentals Holdings, Inc	Industrials	8 +1	0.47%	0.23%	bought 3 sold 4	+$31.2M	$65.99est.$65.09–$69.95	$74.81	+13%	AKO Capital 10.6%	2
34 ▼7	LENLennar Corp	Industrials	7 +1	0.47%	0.45%	bought 4 sold 1	+$368.8M	$89.49est.$47.13–$135.04	$90.49	+1%	Edgar Wachenheim 12.2%	22
35 ▼6	ELVElevance Health, Inc	Health care	6 -2	0.46%	0.24%	bought 2 sold 4	−$311.0M	$340.97est.$143.03–$429.50	$386.73	+13%	Seth Klarman 9.1%	21
36 ▲3	ADIAnalog Devices Inc	Information technology	8 +1	0.45%	0.24%	bought 1 sold 7	−$909.3M	$157.42est.$52.10–$357.65	$397.17	+152%	Steven Romick 8.0%	3
38 ▼4	COFCapital One Financial Corp	Financials	8 -1	0.42%	0.52%	bought 3 sold 5	−$816.2M	$145.31est.$87.42–$208.50	$200.62	+38%	Chris Davis 7.1%	11
41 ▲3	PYPLPayPal Holdings, Inc	Financials	7	0.40%	0.07%	bought 3 sold 1	+$52.2M	$58.61est.$44.21–$76.81	$43.18	−26%	Norbert Lou 10.6%	10
42 ▼5	DISWalt Disney Co	Communication & media	10 -2	0.40%	0.15%	bought 4 sold 7	−$93.5M	$94.83est.$48.56–$113.58	$96.25	+1%	Nick Train 9.5%	33
43 ▼3	ORLAOrla Mining Ltd	Unclassified	2 +1	0.37%	0.09%	bought 2 sold 0	+$344.3M	$10.39est.$7.86–$12.93	$9.77	−6%	Prem Watsa 21.5%	2
44 ▲1	CPCanadian Pacific Kansas City Ltd/cn	Industrials	6	0.37%	0.79%	bought 1 sold 4	−$638.9M	$72.04est.$48.80–$78.70	$86.65	+20%	Chris Hohn 7.4%	16
45 ▲2	CNHCNH Industrial NV	Industrials	4	0.37%	0.06%	bought 1 sold 1	+$23.8M	$10.86est.$10.44–$11.22	$11.23	+3%	Tweedy, Browne 17.1%	2
46 ▲19	RKTRocket Companies, Inc	Financials	3	0.37%	0.18%	bought 1 sold 1	+$196.4M	$17.49est.$15.71–$19.37	$15.75	−10%	Mason Morfit 11.6%	1
47 ▲322	ASHAshland Inc	Industrials	2 +1	0.36%	0.03%	bought 2 sold 0	+$42.8M	$71.65est.$60.75–$82.55	$65.89	−8%	Alex Roepers 17.5%	1
48 ▲46	KHCKraft Heinz Co	Consumer staples	5	0.36%	1.34%	bought 2 sold 1	+$202.8M	$36.12est.$23.22–$77.84	$23.62	−35%	Prem Watsa 12.8%	1
49 ▲19	CACCCredit Acceptance Corp	Financials	3	0.36%	0.03%	bought 0 sold 3	−$89.3M	$369.27est.$266.91–$463.69	$636.74	+72%	Robert Vinall 18.0%	1
50 ▲9	VRTVertiv Holdings Co	Information technology	2	0.35%	0.12%	bought 0 sold 1	−$14.4M	$59.09est.$17.88–$100.30	$334.82	+467%	Leon Cooperman 20.4%	1
51 ▲42	CVSCVS Health Corp	Consumer staples	3 -1	0.35%	0.27%	bought 0 sold 3	−$45.1M	$58.25est.$53.88–$63.97	$103.45	+78%	Prem Watsa 10.6%	—
52 ▼10	QSRRestaurant Brands International Inc	Consumer discretionary	3	0.34%	0.42%	bought 1 sold 2	+$76.9M	$59.63est.$46.43–$66.54	$72.51	+22%	Bill Ackman 9.6%	—
54 ▲37	NFLXNetflix Inc	Communication & media	9 +4	0.33%	0.34%	bought 5 sold 1	+$1.9B	$74.36est.$34.32–$94.95	$71.40	−4%	Josh Tarasoff 5.4%	—
56 ▲10	UNHUnitedHealth Group Inc	Health care	11	0.33%	0.24%	bought 5 sold 6	−$364.1M	$343.89est.$225.50–$432.86	$415.63	+21%	Samantha McLemore 6.0%	—
57 ▼9	YETIYeti Holdings Inc	Consumer discretionary	2	0.32%	0.01%	bought 0 sold 1	−$25.4M	$35.30est.$34.80–$35.81	$49.56	+40%	Glenn Welling 18.3%	—
58 ▲13	KKRKKR & Co Inc	Financials	4 +1	0.31%	0.16%	bought 2 sold 1	−$72.8M	$64.26est.$26.91–$108.59	$91.78	+43%	Chuck Akre 9.0%	—
59 ▼28	SGOViShares 0-3 Month Treasury B	Funds & ETFs	3	0.31%	0.01%	bought 0 sold 2	−$27.5M	$100.58est.$100.51–$100.71	$100.67	+0%	Josh Tarasoff 10.6%	—
60 ▲65	APPAppLovin Corp	Information technology	3 +1	0.31%	0.14%	bought 2 sold 1	+$471.5M	$455.11est.$394.88–$513.83	$515.23	+13%	Pat Dorsey 14.5%	—
61 ▲14	LYVLive Nation Entertainment, Inc	Consumer discretionary	6	0.31%	0.09%	bought 3 sold 2	−$298.1M	$120.35est.$77.93–$154.00	$183.11	+52%	Pat Dorsey 7.7%	—
62 ▼11	NVDANVIDIA Corp	Information technology	6 -2	0.31%	0.28%	bought 1 sold 3	−$1.5B	$138.95est.$84.15–$180.99	$200.09	+44%	Duan Yongping 6.6%	—
63 ▼14	DHRDanaher Corp	Information technology	4 -1	0.30%	0.07%	bought 4 sold 0	+$121.2M	$206.08est.$190.04–$221.73	$190.48	−8%	Pat Dorsey 7.6%	—
64 ▼8	SCHWCharles Schwab Corp	Financials	6	0.30%	0.18%	bought 2 sold 2	+$17.6M	$43.78est.$31.50–$68.65	$92.27	+111%	Ruane, Cunniff & Goldfarb 6.6%	—
65 ▲12	SOLVSolventum Corp	Health care	2	0.29%	0.19%	bought 0 sold 0	$0	$62.95est.$62.29–$63.61	$77.15	+23%	Nelson Peltz 15.0%	—
66 ▼30	OXYOccidental Petroleum Corp	Energy	4 -1	0.29%	2.24%	bought 0 sold 2	−$94.9M	$48.49est.$40.67–$55.61	$48.57	+0%	Francis Chou 7.0%	—
67 ▼6	BKNGBooking Holdings Inc	Consumer discretionary	3 -1	0.28%	0.04%	bought 1 sold 2	−$160.8M	$143.96est.$98.26–$184.55	$178.24	+24%	Pat Dorsey 8.5%	—
68 ▼13	MKLMarkel Group Inc	Financials	4	0.28%	0.15%	bought 1 sold 3	+$16.1M	$1,029est.$555.38–$1,382	$1,953	+90%	Josh Tarasoff 10.9%	—
69 ▲16	OMFOneMain Holdings, Inc	Financials	4 +1	0.28%	0.11%	bought 1 sold 2	−$4.1M	$43.30est.$33.98–$56.75	$60.97	+41%	Glenn Greenberg 10.1%	—
70 ▲2	LADLithia Motors Inc	Consumer discretionary	4	0.28%	0.14%	bought 1 sold 1	+$810	$227.90est.$111.21–$290.58	$290.49	+27%	David Abrams 13.2%	—
74 ▼17	GMGeneral Motors Co	Consumer discretionary	4 +1	0.28%	0.18%	bought 1 sold 1	+$17.8M	$41.10est.$36.82–$50.15	$77.08	+88%	Edgar Wachenheim 11.5%	—
75 ▼2	DHID.R. Horton	Industrials	5 +1	0.27%	0.15%	bought 2 sold 3	−$8.2M	$95.44est.$67.10–$150.05	$162.88	+71%	Edgar Wachenheim 6.6%	—
76 ▼26	TMOThermo Fisher Scientific Inc	Information technology	4 -3	0.27%	0.08%	bought 2 sold 3	−$419.9M	$464.42est.$358.74–$529.06	$501.36	+8%	Nick Train 9.8%	—
77 ▲85	RPRXRoyalty Pharma plc	Health care	2 +1	0.27%	0.06%	bought 1 sold 1	+$7.0M	$33.30est.$29.70–$36.91	$56.07	+68%	Pat Dorsey 8.8%	—
79 ▲22	RACEFerrari N.V	Consumer discretionary	3	0.27%	0.06%	bought 0 sold 1	−$14.2M	$190.90est.$41.59–$424.43	$371.70	+95%	Guy Spier 7.7%	—
80 ▼2	EPDEnterprise Products Partners L.P.	Utilities	4 -1	0.26%	0.05%	bought 1 sold 1	+$11.8M	$29.01est.$24.19–$36.47	$36.76	+27%	Bruce Berkowitz 13.5%	—
82 ▲27	UHAL.BU-Haul Holding Co	Consumer discretionary	5	0.26%	0.12%	bought 1 sold 1	+$1.7M	$54.88est.$54.21–$56.60	$57.70	+5%	Yacktman 4.4%	—
83 ▲14	BLKBlackRock, Inc	Financials	3	0.25%	0.13%	bought 1 sold 1	−$381.6M	$745.57est.$348.94–$1,109	$961.56	+29%	Mason Morfit 9.9%	—
85 ▲31	AVGOBroadcom Inc	Information technology	4 -2	0.25%	0.04%	bought 1 sold 4	−$1.4B	$181.79est.$28.40–$337.81	$377.75	+108%	William von Mueffling 10.6%	—
86 ▲33	HGVHilton Grand Vacations Inc	Consumer discretionary	2 +1	0.25%	0.05%	bought 1 sold 0	−$1.3M	$45.63est.$45.51–$45.75	$52.37	+15%	Clifford Sosin 14.5%	—
88 ▲208	BDXBecton Dickinson and Co	Health care	3 +1	0.24%	0.20%	bought 2 sold 1	+$896.7M	$160.64est.$144.30–$183.33	$151.33	−6%	Edgar Wachenheim 9.9%	—
89 ▼5	TOLToll Brothers, Inc	Industrials	2	0.24%	0.16%	bought 1 sold 0	+$344K	$85.66est.$35.11–$136.22	$164.75	+92%	Edgar Wachenheim 10.7%	—
91 ▼2	MRKMerck & Co., Inc	Health care	6 -1	0.24%	0.08%	bought 1 sold 3	−$5.7M	$82.18est.$36.27–$112.78	$128.50	+56%	Bill Smead 6.4%	—
92 ▼10	TRMDTorm PLC	Industrials	2	0.24%	0.09%	bought 1 sold 2	−$96.8M	$17.41est.$7.87–$26.95	$25.79	+48%	Howard Marks 13.7%	—
93 ▲3	KOCoca-Cola Co	Consumer staples	6	0.23%	5.41%	bought 1 sold 1	+$2.2M	$34.79est.$30.69–$44.46	$81.27	+134%	Warren Buffett / Greg Abel 10.9%	—
94 ▲87	PVHPVH Corp	Consumer discretionary	3 +1	0.23%	0.02%	bought 2 sold 1	+$39.0M	$72.72est.$70.20–$75.96	$74.26	+2%	Alex Roepers 9.9%	—
95 ▼14	PMPhilip Morris International Inc	Consumer staples	5	0.23%	0.25%	bought 0 sold 3	−$520.7M	$83.44est.$51.28–$162.87	$180.91	+117%	Tom Russo 9.2%	—
98 ▲782	WBDWarner Bros. Discovery, Inc	Communication & media	3 +2	0.23%	0.10%	bought 3 sold 0	+$602.6M	$27.31est.$27.06–$27.82	$26.66	−2%	Dan Loeb 11.5%	—
99 ▲15	TSLATesla, Inc	Consumer discretionary	2 -1	0.22%	0.24%	bought 0 sold 2	−$15.4M	$298.79est.$186.84–$410.74	$420.60	+41%	Duan Yongping 7.4%	—
101 ▼37	SGISomnigroup International Inc	Consumer discretionary	2	0.22%	0.11%	bought 1 sold 0	+$22.8M	$64.13est.$50.97–$77.29	$78.40	+22%	David Abrams 8.3%	—
102 ▼26	AONAon plc	Financials	6 -2	0.22%	0.10%	bought 0 sold 3	−$392.4M	$285.40est.$201.28–$337.83	$331.69	+16%	Wally Weitz 4.9%	—
103 ▼29	CRMSalesforce, Inc	Information technology	5 -1	0.22%	0.10%	bought 0 sold 3	−$72.1M	$209.69est.$150.19–$249.14	$156.66	−25%	Mason Morfit 8.3%	—
105 ▼1	EGEverest Group Ltd	Financials	3 -1	0.21%	0.08%	bought 1 sold 2	−$115.2M	$330.67est.$277.71–$369.89	$357.23	+8%	C.T. Fitzpatrick 11.3%	—
106 ▲60	ALKAlaska Air Group Inc	Industrials	2	0.21%	0.04%	bought 2 sold 0	+$34.7M	$45.62est.$44.56–$46.67	$52.20	+14%	Christopher Bloomstran 10.6%	—
107 ▲1	FERGFerguson Enterprises Inc.	Industrials	7	0.21%	0.10%	bought 2 sold 2	−$395.4M	$198.88est.$187.95–$227.94	$237.33	+19%	Seth Klarman 6.4%	—
109 ▲22	HEI.AHeico Corp	Industrials	4	0.21%	0.06%	bought 1 sold 1	−$2.2M	$95.26est.$76.33–$109.61	$257.91	+171%	Francois Rochon 6.4%	—
110 ▲60	PPLIPeople Inc	Information technology	3 +1	0.20%	0.06%	bought 0 sold 2	−$51.0M	$78.03est.$48.66–$108.03	$46.16	−41%	Mason Hawkins 7.5%	—
111 ▼19	SYKStryker Corp	Health care	3	0.20%	0.24%	bought 0 sold 3	−$199.1M	$209.83est.$132.52–$340.03	$314.84	+50%	Terry Smith 6.9%	—
112 ▲83	ROPRoper Technologies Inc	Information technology	2 +1	0.20%	0.10%	bought 1 sold 1	+$205.7M	$280.74est.$215.36–$346.13	$338.39	+21%	Chuck Akre 7.8%	—
113 ▲27	PGRProgressive Corp	Financials	6	0.20%	0.05%	bought 3 sold 0	+$8.9M	$131.14est.$69.08–$221.24	$218.45	+67%	David Rolfe 4.8%	—
114 ▼54	OSKOshkosh Corp	Consumer discretionary	2	0.19%	0.07%	bought 1 sold 1	−$3.7M	$89.66est.$80.69–$98.63	$153.48	+71%	Alex Roepers 6.7%	—
115 ▼10	TXNTexas Instruments Inc	Information technology	7 -1	0.19%	0.29%	bought 1 sold 5	−$360.6M	$131.18est.$30.99–$246.11	$298.07	+127%	Terry Smith 4.2%	—
116 ▲53	ETEnergy Transfer LP	Utilities	3 +1	0.19%	0.06%	bought 0 sold 0	$0	$14.77est.$12.50–$17.89	$19.12	+29%	Leon Cooperman 7.2%	—
117 ▼34	SNXTD Synnex Corp	Industrials	2	0.19%	0.08%	bought 0 sold 2	−$372.9M	$134.30est.$112.17–$156.43	$267.34	+99%	Glenn Greenberg 8.4%	—
118 ▲61	BLDRBuilders FirstSource, Inc	Consumer discretionary	5 +1	0.19%	0.04%	bought 3 sold 1	+$26.9M	$104.86est.$85.90–$131.73	$89.48	−15%	Christopher Bloomstran 5.6%	—
119 ▲94	FBINFortune Brands Innovations, Inc	Materials	4 +1	0.19%	0.07%	bought 1 sold 2	+$78.8M	$54.72est.$46.94–$65.17	$54.90	+0%	Mason Hawkins 4.8%	—
120 ▼14	NEMNewmont Corp	Materials	2	0.19%	0.01%	bought 0 sold 1	−$3.2M	$40.26est.$38.98–$41.55	$93.40	+132%	Ron Muhlenkamp / Jeff Muhlenkamp 6.3%	—
121 ▼31	INTUIntuit Inc	Information technology	5 -1	0.19%	0.07%	bought 2 sold 2	+$226.4M	$310.28est.$202.28–$352.36	$261.00	−16%	Nick Train 6.6%	—
122 ▼10	PGProcter & Gamble Co	Consumer staples	5 -1	0.19%	0.19%	bought 1 sold 4	−$131.5M	$113.62est.$72.34–$155.03	$146.64	+29%	Terry Smith 4.2%	—
123 ▲33	DBDeutsche Bank Aktiengesellschaft	Financials	2	0.19%	0.16%	bought 1 sold 0	+$139.7M	$23.28est.$16.63–$29.92	$33.76	+45%	Sarah Ketterer 10.8%	—
124 ▲163	SPOTSpotify Technology S.A	Communication & media	5 +1	0.19%	0.05%	bought 2 sold 1	−$99.8M	$450.70est.$202.46–$532.81	$459.13	+2%	Josh Tarasoff 5.0%	—
125 ▼15	PHMPulteGroup Inc	Industrials	2	0.19%	0.13%	bought 0 sold 0	−$5.2M	$73.55est.$41.08–$106.02	$137.21	+87%	Edgar Wachenheim 8.6%	—
127 ▲3	FLGFlagstar Bank NA	Financials	2	0.18%	0.01%	bought 0 sold 0	$0	$10.95est.$9.55–$12.35	$14.94	+36%	Thomas Kahn 9.6%	—
128 ▲9	CBChubb Ltd	Financials	3	0.18%	2.00%	bought 1 sold 1	−$11.0M	$227.61est.$143.92–$304.70	$340.74	+50%	David Rolfe 4.8%	—
129 ▼41	BABAAlibaba Group Holding Ltd	Consumer discretionary	5 +1	0.18%	0.02%	bought 1 sold 2	+$25.2M	$147.36est.$103.45–$243.25	$95.98	−35%	Charlie Munger legacy 7.3%	—
130 ▼51	ICEIntercontinental Exchange, Inc	Financials	4	0.18%	0.08%	bought 0 sold 3	−$525.6M	$105.92est.$53.23–$152.53	$123.11	+16%	Ruane, Cunniff & Goldfarb 4.9%	—
131 ▲431	AJGArthur J. Gallagher & Co	Financials	2 +1	0.18%	0.10%	bought 2 sold 0	+$498.3M	$225.19est.$223.08–$227.31	$229.57	+2%	Glenn Greenberg 6.4%	—
133 ▼26	TDWTidewater Inc	Industrials	3	0.18%	0.01%	bought 2 sold 1	+$785K	$39.12est.$20.87–$57.21	$66.63	+70%	Third Avenue 10.0%	—
134 ▼71	TDSTelephone and Data Systems	Communication & media	2	0.17%	0.07%	bought 1 sold 1	+$26.3M	$31.08est.$23.88–$38.29	$37.01	+19%	Howard Marks 5.1%	—
135 ▲7	MSIMotorola Solutions, Inc	Information technology	3	0.17%	0.03%	bought 1 sold 1	+$45.4M	$291.51est.$218.65–$422.00	$415.29	+42%	David Rolfe 5.6%	—
136 ▼36	WATWaters Corp	Information technology	4	0.17%	0.22%	bought 0 sold 2	−$609.4M	$240.52est.$136.23–$338.82	$375.04	+56%	Terry Smith 6.4%	—
137 ▼11	JNJJohnson & Johnson	Health care	7	0.17%	0.09%	bought 1 sold 3	−$1.9M	$122.75est.$61.66–$249.21	$253.97	+107%	Yacktman 4.0%	—
139 ▼3	ADPAutomatic Data Processing	Information technology	3 -1	0.17%	0.15%	bought 1 sold 2	−$329.8M	$163.40est.$108.47–$224.22	$223.95	+37%	Francois Rochon 4.9%	—
140 ▲8	IFFInternational Flavors & Fragrances	Materials	2	0.16%	0.13%	bought 0 sold 0	+$3.4M	$91.60est.$87.93–$95.27	$79.22	−14%	Steven Romick 5.4%	—
141 ▼9	DGDollar General Corp	Consumer discretionary	3 -1	0.16%	0.03%	bought 1 sold 1	+$936K	$129.50est.$101.45–$169.98	$115.11	−11%	Christopher Bloomstran 8.7%	—
142 ▲35	SIRISirius XM Holdings Inc	Communication & media	4	0.16%	0.62%	bought 1 sold 1	−$2.2M	$23.34est.$22.69–$23.59	$29.54	+27%	Francis Chou 5.6%	—
143 ▲60	URIUnited Rentals Inc	Industrials	4	0.16%	0.01%	bought 0 sold 2	−$8.1M	$611.37est.$454.44–$685.32	$1,133	+85%	Ron Muhlenkamp / Jeff Muhlenkamp 5.1%	—
146 ▼29	USBUS Bancorp	Financials	3 -1	0.16%	0.22%	bought 0 sold 2	−$44.2M	$39.97est.$33.55–$45.97	$60.40	+51%	Chris Davis 5.6%	—
147 ▼60	PEPPepsiCo Inc	Consumer staples	6 -1	0.16%	0.07%	bought 1 sold 3	−$30.5M	$93.85est.$53.07–$134.11	$135.40	+44%	Nick Train 5.3%	—
149 ▲24	VTRSViatris Inc	Health care	3	0.16%	0.21%	bought 1 sold 1	−$29.7M	$14.03est.$13.57–$14.71	$15.88	+13%	Chris Davis 5.1%	—
150 ▲51	CBRECBRE Group Inc	Real estate	4	0.15%	0.03%	bought 1 sold 1	−$404.3M	$95.21est.$43.72–$148.13	$134.69	+41%	William von Mueffling 3.7%	—
154 ▼7	UNPUnion Pacific Corp	Industrials	6	0.15%	0.08%	bought 2 sold 2	−$24.9M	$162.89est.$62.06–$250.52	$272.00	+67%	Seth Klarman 6.0%	—
155 ▼12	DECKDeckers Outdoor Corp	Consumer discretionary	2	0.15%	0.02%	bought 2 sold 0	+$3.4M	$102.35est.$102.15–$102.56	$99.29	−3%	Christopher Bloomstran 7.5%	—
158 ▼88	DCHDauch Corp	Consumer discretionary	3	0.15%	0.01%	bought 2 sold 1	+$25.7M	$5.86est.$5.45–$6.19	$5.42	−7%	Alex Roepers 4.0%	—
159 ▲53	WENWendy’s Co	Consumer discretionary	2	0.15%	0.05%	bought 1 sold 0	+$36.1M	$9.56est.$7.63–$11.48	$8.29	−13%	Nelson Peltz 6.0%	—
160 ▼39	EBAYeBay Inc	Industrials	3	0.15%	0.06%	bought 0 sold 3	−$206.2M	$46.31est.$37.06–$52.88	$111.75	+141%	Nick Train 4.7%	—
161 ▼1	CPRTCopart Inc	Consumer discretionary	6	0.14%	0.05%	bought 2 sold 3	+$460K	$38.45est.$23.11–$52.73	$28.19	−27%	Chuck Akre 4.4%	—
163 ▲19	BCCBoise Cascade Co	Industrials	2	0.14%	0.01%	bought 1 sold 0	+$3.1M	$108.30est.$78.39–$138.22	$77.63	−28%	Third Avenue 7.5%	—
164 ▼15	ABGAsbury Automotive Group	Consumer discretionary	2	0.14%	0.07%	bought 1 sold 0	+$605K	$139.67est.$70.03–$209.31	$201.08	+44%	David Abrams 7.9%	—
165 ▼41	CNQCanadian Natural Resources	Energy	2 +1	0.14%	0.11%	bought 1 sold 0	+$812K	$43.99est.$43.84–$44.13	$39.53	−10%	Yacktman 8.0%	—
166 ▲51	ACNAccenture plc	Industrials	5	0.14%	0.10%	bought 1 sold 3	+$532.7M	$168.01est.$57.37–$257.45	$124.44	−26%	Edgar Wachenheim 4.9%	—
167 ▲47	MLMMartin Marietta Materials	Materials	3 +1	0.14%	0.20%	bought 2 sold 1	+$764.9M	$321.35est.$121.70–$582.69	$576.70	+79%	Tom Russo 4.6%	—
168 ▲24	SYFSynchrony Financial	Financials	2	0.14%	0.00%	bought 0 sold 0	$0	$43.04est.$40.44–$45.64	$76.05	+77%	Francis Chou 7.8%	—
169 ▲29	MGMMGM Resorts International	Consumer discretionary	3	0.14%	0.20%	bought 0 sold 2	−$37.6M	$33.58est.$27.25–$39.19	$47.81	+42%	Chris Davis 4.9%	—
170 ▲32	NVRNVR Inc	Industrials	4	0.13%	0.07%	bought 1 sold 1	+$42.2M	$4,429est.$3,568–$5,961	$6,813	+54%	Bill Smead 4.1%	—
171 ▲340	GEHCGE HealthCare Technologies Inc	Health care	4 +1	0.13%	0.06%	bought 3 sold 0	+$307.4M	$72.37est.$67.60–$82.03	$64.01	−12%	Nelson Peltz 4.7%	—
172 ▲79	ABMABM Industries Inc	Industrials	2	0.13%	0.01%	bought 1 sold 1	−$3.9M	$41.71est.$40.26–$43.15	$44.24	+6%	Alex Roepers 7.1%	—
173 ▼9	AUAnglogold Ashanti PLC	Materials	2	0.13%	0.05%	bought 0 sold 1	−$21.4M	$45.70est.$16.43–$74.97	$80.89	+77%	Howard Marks 7.1%	—
177 ▼55	ZTSZoetis Inc	Health care	4 +1	0.13%	0.05%	bought 3 sold 3	−$316.2M	$101.78est.$95.03–$122.02	$71.86	−29%	Tweedy, Browne 3.0%	—
178 ▼15	SLMSLM Corp	Financials	2	0.13%	0.06%	bought 1 sold 2	−$54.4M	$26.09est.$23.68–$28.50	$25.94	−1%	Glenn Greenberg 7.6%	—
180 ▲43	GTXGarrett Motion Inc	Consumer discretionary	3	0.13%	0.05%	bought 1 sold 2	−$192.1M	$10.64est.$7.64–$16.47	$36.23	+241%	Howard Marks 7.2%	—
181 ▼48	MARMarriott International Inc	Consumer discretionary	4	0.13%	0.22%	bought 1 sold 2	−$450.3M	$183.39est.$101.83–$266.89	$370.59	+102%	Terry Smith 7.1%	—
182 ▲49	RUSHBRush Enterprises Inc \TX\	Consumer discretionary	2	0.13%	0.01%	bought 0 sold 0	−$4K	$17.12est.$9.64–$24.59	$76.50	+347%	Ron Muhlenkamp / Jeff Muhlenkamp 7.2%	—
183 ▲91	ARESAres Management Corp	Financials	2	0.13%	0.04%	bought 2 sold 1	+$64.1M	$129.46est.$110.20–$148.71	$111.31	−14%	C.T. Fitzpatrick 6.4%	—
184 ▼12	CSGPCoStar Group Inc	Industrials	2	0.13%	0.06%	bought 1 sold 1	+$43.2M	$65.81est.$63.03–$68.58	$28.32	−57%	Chuck Akre 6.5%	—
186 ▼42	ORLYO’Reilly Automotive Inc	Consumer discretionary	3	0.13%	0.04%	bought 1 sold 3	−$144.8M	$58.06est.$10.63–$92.20	$92.09	+59%	Chuck Akre 3.9%	—
188 ▲359	NCLHNorwegian Cruise Line Holdings Ltd	Industrials	2 +1	0.12%	0.05%	bought 2 sold 0	+$87.2M	$20.15est.$20.11–$20.19	$21.11	+5%	Samantha McLemore 4.2%	—
193 ▲3	MEDPMedpace Holdings, Inc	Health care	3	0.12%	0.04%	bought 0 sold 2	−$37.2M	$369.94est.$305.76–$471.04	$529.59	+43%	Francois Rochon 4.5%	—
194 ▲53	AVTRAvantor, Inc	Information technology	4	0.12%	0.07%	bought 3 sold 0	+$29.9M	$11.27est.$9.65–$12.26	$9.90	−12%	Edgar Wachenheim 2.8%	—
196 ▲25	SPGSimon Property Group Inc	Real estate	2	0.12%	0.05%	bought 0 sold 2	−$33.1M	$130.70est.$115.71–$145.70	$223.65	+71%	Bill Smead 6.7%	—

Rank Changes

Companies held by at least three giants, against the previous quarter.

Rose Most

Fell Most

New in the Top 50

III

Crowding and Disagreement

Crowding: three or more giants bought or added in the same quarter. Disagreement: three or more bought and three or more sold.

Crowding

Company	Buyers	Who bought
MSFTMicrosoft Corp	10	Christopher Bloomstran, Bill Ackman, Chris Davis, David Rolfe, Glenn Greenberg, Mark Massey, Robert Vinall, Thomas Kahn, Tom Russo, Yacktman
MAMastercard Inc	7	Bill Ackman, Terry Smith, AKO Capital, C.T. Fitzpatrick, Francois Rochon, Glenn Greenberg, Mark Massey
SPGIS&P Global Inc	6	Bill Ackman, Christopher Bloomstran, Glenn Greenberg, Nick Train, Pat Dorsey, Wally Weitz
METAMeta Platforms, Inc	6	Bill Miller, Clifford Sosin, Bill Ackman, David Rolfe, Pat Dorsey, Sarah Ketterer
AMZNAmazon.com Inc	6	Chris Davis, David Rolfe, Glenn Greenberg, Mason Morfit, Samantha McLemore, Seth Klarman
VVisa Inc	5	Bill Ackman, Glenn Greenberg, David Rolfe, Mark Massey, Nick Train
UNHUnitedHealth Group Inc	5	Glenn Greenberg, Chris Davis, Sarah Ketterer, Tweedy, Browne, Yacktman
NFLXNetflix Inc	5	Bill Ackman, Terry Smith, Tom Gayner, Wally Weitz, Tom Russo
LENLennar Corp	4	Bill Smead, Edgar Wachenheim, Third Avenue, Warren Buffett / Greg Abel
DISWalt Disney Co	4	Tweedy, Browne, Christopher Bloomstran, Duan Yongping, Yacktman
DHRDanaher Corp	4	Steven Romick, Dan Loeb, Pat Dorsey, Wally Weitz
BRK.BBerkshire Hathaway Inc	4	Bruce Berkowitz, Christopher Bloomstran, Li Lu, Yacktman
GOOGLAlphabet Inc	4	Chris Hohn, Dan Loeb, Seth Klarman, Warren Buffett / Greg Abel
ICLRIcon PLC	3	Edgar Wachenheim, Glenn Greenberg, Ruane, Cunniff & Goldfarb
ZTSZoetis Inc	3	Bill Smead, Tom Gayner, Tweedy, Browne

Disagreement

Company	Bought / sold
MSFTMicrosoft Corp	bought 10 sold 10
METAMeta Platforms, Inc	bought 6 sold 9
AMZNAmazon.com Inc	bought 6 sold 11
VVisa Inc	bought 5 sold 8
UNHUnitedHealth Group Inc	bought 5 sold 6
MAMastercard Inc	bought 7 sold 5
SPGIS&P Global Inc	bought 6 sold 4
DISWalt Disney Co	bought 4 sold 7
BRK.BBerkshire Hathaway Inc	bought 4 sold 6
GOOGLAlphabet Inc	bought 4 sold 20
ZTSZoetis Inc	bought 3 sold 3
TSMTaiwan Semiconductor Manufacturing	bought 3 sold 7
SUNBSunbelt Rentals Holdings, Inc	bought 3 sold 4
EFXEquifax Inc	bought 3 sold 3
COFCapital One Financial Corp	bought 3 sold 5

The Heaviest Single Bets

Holdings that make up the largest share of one giant’s portfolio, each company listed once (top 30).

Company	Giant	Weight	Other giants holding
CVNACarvana Co	Clifford Sosin	78.9%	1
JOESt. Joe Co	Bruce Berkowitz	76.4%	0
IEPIcahn Enterprises LP	Carl Icahn	54.0%	0
BRK.BBerkshire Hathaway Inc	Guy Spier	49.5%	18
GOOGLAlphabet Inc	Li Lu	47.9%	31
LOARLoar Holdings Inc	David Abrams	47.1%	0
WFCWells Fargo & Co	Charlie Munger legacy	45.5%	7
BACBank of America Corp	Charlie Munger legacy	44.4%	8
HCCWarrior Met Coal Inc	Mohnish Pabrai	43.3%	1
AAPLApple Inc	Duan Yongping	41.1%	14
GEGeneral Electric	Nelson Peltz	35.6%	3
IBKRInteractive Brokers Group, Inc	Bryan Lawrence	33.4%	2
AMZNAmazon.com Inc	Mark Massey	32.2%	17
JHGJanus Henderson Group PLC	Nelson Peltz	31.5%	0
RIGTransocean Ltd	Mohnish Pabrai	30.5%	0
TDGTransDigm Group Inc	Mark Massey	27.5%	3
CROXCrocs, Inc	Norbert Lou	27.2%	6
AMRAlpha Metallurgical Resources, Inc	Mohnish Pabrai	26.1%	0
FICOFair Isaac Corp	Dev Kantesaria	25.8%	6
CVICVR Energy Inc	Carl Icahn	23.7%	0
VFCVF Corp	Glenn Welling	23.4%	0
PDDPDD Holdings Inc	Li Lu	22.2%	2
ORLAOrla Mining Ltd	Prem Watsa	21.5%	1
MSFTMicrosoft Corp	Mark Massey	20.5%	21
METAMeta Platforms, Inc	Robert Vinall	20.4%	18
VRTVertiv Holdings Co	Leon Cooperman	20.4%	1
MAMastercard Inc	Chuck Akre	20.0%	15
SPGIS&P Global Inc	Dev Kantesaria	19.9%	11
VVisa Inc	Chris Hohn	19.8%	18
GRBKGreen Brick Partners, Inc	David Einhorn	19.4%	0

Repeat Buying

The same giant buying the same company two or more quarters in a row, up to this quarter (looking back up to 12 quarters).

Company	Giant	Quarters in a row
LINLinde PLC	Tom Gayner	12
TMOThermo Fisher Scientific Inc	Tom Gayner	12
LOWLowe’s Cos Inc	Tom Gayner	12
HCAHCA Healthcare Inc	Tom Gayner	12
PLGOPelagos Insurance Capital Ltd	Leon Cooperman	12
MARMarriott International Inc	Tom Gayner	10
FNVFranco-Nevada Corp	Tom Gayner	9
MTNVail Resorts Inc	Steven Romick	9
KNSLKinsale Capital Group, Inc	Francois Rochon	9
CNDTConduent Inc	Bill Miller	9
FERGFerguson Enterprises Inc.	Tom Gayner	8
FBINFortune Brands Innovations, Inc	Steven Romick	8
VTIVanguard Total Stock Market ETF	Ruane, Cunniff & Goldfarb	8
LENLennar Corp	Edgar Wachenheim	8
VTVanguard Tot World STK ETF	Steven Romick	7
IFFInternational Flavors & Fragrances	Steven Romick	7
KMXCarMax Inc	Steven Romick	7
TAPMolson Coors Beverage Co	Prem Watsa	7
OLNOlin Corp	Christopher Bloomstran	7
HAFNHafnia Ltd	Tweedy, Browne	6
KTKT Corp	Tweedy, Browne	6
HTLDHeartland Express Inc	Tweedy, Browne	6
ARLPAlliance Resource Partners	Tweedy, Browne	6
PCGPG&E Corp	Steven Romick	6
DEODiageo PLC	Sarah Ketterer	6
VXUSVanguard Total International Stock	Ruane, Cunniff & Goldfarb	6
JELDJeld-Wen Holding Inc	Bill Miller	6
LPGDorian LPG Ltd	Tweedy, Browne	5
OECOrion S.A	Tweedy, Browne	5
UNHUnitedHealth Group Inc	Tweedy, Browne	5