13F & 13D Filings
Institutional Fund Moves
Latest SEC 13F position changes and Schedule 13D/13G stakes at a glance.
/Recent 13F & Schedule 13D/13G Filings
Institutional ownership disclosures and quarterly position updatesNew opened a new position Added increased Trimmed reduced Sold out exited
Egerton Capital
John Armitage · quarter ended Sep 30, 2026Egerton Capital Trimmed
Visa Inc. (V)Shares -4% · +14.9% of the fund
Egerton Capital Trimmed
Moody's Corporation (MCO)Shares -4% · +7.6% of the fund
Egerton Capital Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -36% · +7.3% of the fund
Egerton Capital Trimmed
Medline Inc. (MDLN)Shares -19% · +4.7% of the fund
Egerton Capital Trimmed
CRH plc (CRH)Shares -17% · +3.1% of the fund
Egerton Capital Trimmed
Interactive Brokers (IBKR)Shares -23% · +2.7% of the fund
Egerton Capital Trimmed
Vulcan Materials Company (VMC)Shares -49% · +2.5% of the fund
Egerton Capital Trimmed
Embraer S.A. (EMBJ)Shares -4% · +2.5% of the fund
Baron Capital (Ron Baron)
Ron Baron · Baron Capital Group · quarter ended Sep 30, 2026Baron Capital (Ron Baron) Trimmed Ansys Inc (ANSS)
Shares -2% · +4.1% of the fund
Baron Capital (Ron Baron) Trimmed
Snowflake Inc. (SNOW)Shares -5% · +1.1% of the fund
Pershing Square
Bill Ackman · quarter ended Sep 30, 2026Pershing Square Trimmed
Hilton Worldwide (HLT)Shares -5% · +24.0% of the fund
Viking Global
Andreas Halvorsen · quarter ended Jun 30, 2026Viking Global Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -29% · +4.3% of the fund
Viking Global Trimmed
Fortive (FTV)Shares -11% · +3.5% of the fund
Viking Global Trimmed
Charles Schwab Corporation (SCHW)Shares -27% · +2.8% of the fund
Viking Global Trimmed
McDonald's (MCD)Shares -22% · +2.2% of the fund
Viking Global Trimmed
BridgeBio Pharma, Inc. (BBIO)Shares -16% · +2.1% of the fund
Viking Global Trimmed
Walt Disney Company (The) (DIS)Shares -46% · +2.0% of the fund
Viking Global Trimmed
Johnson Controls (JCI)Shares -5% · +1.8% of the fund
Viking Global Trimmed
Microsoft (MSFT)Shares -37% · +1.6% of the fund
ValueAct
Mason Morfit · quarter ended Jun 30, 2026ValueAct Trimmed
Liberty Live Holdings, Inc. - S (LLYVK)Shares -39% · +4.1% of the fund
ValueAct Trimmed
Simpson Manufacturing (SSD)Shares -41% · +3.1% of the fund
ValueAct Trimmed
Roblox Corporation (RBLX)Shares -46% · +3.0% of the fund
ValueAct Trimmed
Liberty Live Holdings, Inc. - S (LLYVA)Shares -56% · +1.4% of the fund
ValueAct Trimmed
MongoDB, Inc. (MDB)Shares -84% · +1.0% of the fund
ValueAct Trimmed
Live Nation Entertainment (LYV)Shares -52% · +1.0% of the fund
Valley Forge Capital
Dev Kantesaria · quarter ended Jun 30, 2026Valley Forge Capital Trimmed
Fair Isaac (FICO)Shares -13% · +25.8% of the fund
Valley Forge Capital Trimmed
S&P Global (SPGI)Shares -13% · +19.9% of the fund
Valley Forge Capital Trimmed
Mastercard (MA)Shares -28% · +17.6% of the fund
Valley Forge Capital Trimmed
Visa Inc. (V)Shares -23% · +5.1% of the fund
Tiger Global
Chase Coleman · quarter ended Jun 30, 2026Tiger Global Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -12% · +9.7% of the fund
Tiger Global Trimmed
Amazon (AMZN)Shares -3% · +9.6% of the fund
Tiger Global Trimmed
Nvidia (NVDA)Shares -7% · +9.3% of the fund
Tiger Global Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -45% · +8.7% of the fund
Tiger Global Trimmed
Meta Platforms (META)Shares -9% · +6.6% of the fund
Tiger Global Trimmed
Lam Research (LRCX)Shares -19% · +5.7% of the fund
Tiger Global Trimmed
Sea Limited (SE)Shares -19% · +5.0% of the fund
Tiger Global Trimmed
GE Vernova (GEV)Shares -18% · +3.9% of the fund
Third Point
Dan Loeb · quarter ended Jun 30, 2026Third Point Trimmed
Amazon (AMZN)Shares -10% · +10.4% of the fund
Third Point Trimmed
Telephone and Data Systems, Inc. (TDS)Shares -5% · +5.8% of the fund
Third Point Trimmed
Carpenter Technology (CRS)Shares -31% · +3.3% of the fund
Third Point Trimmed
MasTec (MTZ)Shares -9% · +3.0% of the fund
TCI Fund Management
Chris Hohn · quarter ended Jun 30, 2026TCI Fund Management Trimmed
Canadian Pacific Kansas City Li (CP)Shares -3% · +7.4% of the fund
TCI Fund Management Trimmed
Canadian National Railway Compa (CNI)Shares -4% · +2.1% of the fund
Stockbridge Partners
Berkshire Partners' public equity team · quarter ended Jun 30, 2026Stockbridge Partners Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -4% · +20.8% of the fund
Stockbridge Partners Trimmed
Amazon (AMZN)Shares -28% · +8.9% of the fund
Stockbridge Partners Trimmed
Vulcan Materials Company (VMC)Shares -7% · +6.6% of the fund
Stockbridge Partners Trimmed
Nvidia (NVDA)Shares -15% · +5.5% of the fund
Stockbridge Partners Trimmed
Waste Connections, Inc. (WCN)Shares -53% · +4.1% of the fund
Semper Augustus
Christopher Bloomstran · quarter ended Jun 30, 2026Semper Augustus Trimmed
Newmont (NEM)Shares -7% · +4.7% of the fund
Semper Augustus Trimmed
Five Below (FIVE)Shares -45% · +2.1% of the fund
Semper Augustus Trimmed
HF Sinclair (DINO)Shares -30% · +2.0% of the fund
Semper Augustus Trimmed
Valero Energy (VLO)Shares -14% · +1.1% of the fund
Semper Augustus Trimmed Cummins (CMI)
Shares -67% · +1.0% of the fund
Semper Augustus Trimmed
EQNR (EQNR)Shares -8% · +0.6% of the fund
Semper Augustus Trimmed
Starbucks (SBUX)Shares -82% · +0.5% of the fund
Semper Augustus Trimmed
NXP Semiconductors (NXPI)Shares -41% · +0.2% of the fund
Sachem Head
Scott Ferguson · quarter ended Jun 30, 2026Sachem Head Trimmed
Talen Energy (TLN)Shares -11% · +10.9% of the fund
Sachem Head Trimmed
Dick's Sporting Goods (DKS)Shares -7% · +7.0% of the fund
Sachem Head Trimmed
Gildan Activewear, Inc. (GIL)Shares -12% · +3.9% of the fund
Sachem Head Trimmed
Twilio (TWLO)Shares -73% · +2.7% of the fund
Ruane Cunniff (Sequoia)
Ruane, Cunniff & Goldfarb · quarter ended Jun 30, 2026Ruane Cunniff (Sequoia) Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -6% · +11.1% of the fund
Ruane Cunniff (Sequoia) Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -3% · +8.7% of the fund
Ruane Cunniff (Sequoia) Trimmed
Liberty Media Corporation - Ser (FWONK)Shares -2% · +7.7% of the fund
Ruane Cunniff (Sequoia) Trimmed
Charles Schwab Corporation (SCHW)Shares -3% · +6.6% of the fund
Ruane Cunniff (Sequoia) Trimmed
Capital One (COF)Shares -3% · +6.1% of the fund
Ruane Cunniff (Sequoia) Trimmed
Elevance Health (ELV)Shares -29% · +5.9% of the fund
Ruane Cunniff (Sequoia) Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -3% · +5.1% of the fund
Ruane Cunniff (Sequoia) Trimmed
Sunbelt Rentals Holdings, Inc. (SUNB)Shares -22% · +5.0% of the fund
Point72
Steve Cohen · quarter ended Jun 30, 2026Point72 Trimmed
Credo Technology Group Holding (CRDO)Shares -18% · +2.7% of the fund
Point72 Trimmed
Amazon (AMZN)Shares -10% · +1.7% of the fund
Point72 Trimmed
Arista Networks (ANET)Shares -21% · +1.4% of the fund
Point72 Trimmed
Advanced Micro Devices (AMD)Shares -6% · +1.2% of the fund
Point72 Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -14% · +1.2% of the fund
Point72 Trimmed
Applied Materials (AMAT)Shares -65% · +0.7% of the fund
Point72 Trimmed
Spotify Technology S.A. (SPOT)Shares -8% · +0.6% of the fund
Point72 Trimmed
Broadcom (AVGO)Shares -55% · +0.6% of the fund
Lone Pine
Lone Pine Capital (founded by Stephen Mandel) · quarter ended Jun 30, 2026Lone Pine Trimmed
ASML Holding N.V. - New York Re (ASML)Shares -13% · +6.9% of the fund
Lone Pine Trimmed
Teradyne (TER)Shares -20% · +4.4% of the fund
Lone Pine Trimmed
Corning Inc. (GLW)Shares -27% · +4.3% of the fund
Lone Pine Trimmed
Hut 8 Corp. (HUT)Shares -5% · +4.1% of the fund
Lone Pine Trimmed
Carpenter Technology (CRS)Shares -47% · +3.6% of the fund
Lone Pine Trimmed
MasTec (MTZ)Shares -12% · +3.4% of the fund
Lone Pine Trimmed
AppLovin (APP)Shares -29% · +3.3% of the fund
Lone Pine Trimmed
LPL Financial Holdings Inc. (LPLA)Shares -41% · +2.1% of the fund
Light Street
Glen Kacher · quarter ended Jun 30, 2026Light Street Trimmed
Advanced Micro Devices (AMD)Shares -50% · +7.5% of the fund
Light Street Trimmed
JFrog Ltd. (FROG)Shares -11% · +5.5% of the fund
Light Street Trimmed
MKS Instruments (MKSI)Shares -15% · +5.4% of the fund
Light Street Trimmed
Nvidia (NVDA)Shares -50% · +3.2% of the fund
Light Street Trimmed
Amazon (AMZN)Shares -59% · +1.4% of the fund
Light Street Trimmed
NXP Semiconductors (NXPI)Shares -10% · +0.8% of the fund
H&H International
Duan Yongping · quarter ended Jun 30, 2026H&H International Trimmed
Apple Inc. (AAPL)Shares -6% · +63.4% of the fund
H&H International Trimmed
Nvidia (NVDA)Shares -55% · +10.2% of the fund
H&H International Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -47% · +5.6% of the fund
H&H International Trimmed
Microsoft (MSFT)Shares -26% · +2.3% of the fund
H&H International Trimmed
Credo Technology Group Holding (CRDO)Shares -7% · +1.5% of the fund
Greenlight (DME Capital)
David Einhorn · quarter ended Jun 30, 2026Greenlight (DME Capital) Trimmed
Acadia Healthcare (ACHC)Shares -3% · +3.4% of the fund
Greenlight (DME Capital) Trimmed
Penn Entertainment (PENN)Shares -3% · +3.3% of the fund
Greenlight (DME Capital) Trimmed
Centene Corporation (CNC)Shares -40% · +2.8% of the fund
Greenlight (DME Capital) Trimmed
TD Synnex (SNX)Shares -21% · +2.6% of the fund
Greenlight (DME Capital) Trimmed
Capri Holdings Limited (CPRI)Shares -2% · +2.3% of the fund
Greenlight (DME Capital) Trimmed
DHT Holdings, Inc. (DHT)Shares -5% · +2.2% of the fund
Greenlight (DME Capital) Trimmed
Versant Media Group, Inc. (VSNT)Shares -37% · +1.8% of the fund
Greenlight (DME Capital) Trimmed
Spectrum Brands Holdings, Inc. (SPB)Shares -14% · +1.3% of the fund
Glenview Capital
Larry Robbins · quarter ended Jun 30, 2026Glenview Capital Trimmed
CVS Health (CVS)Shares -41% · +10.0% of the fund
Glenview Capital Trimmed
Advanced Micro Devices (AMD)Shares -54% · +3.5% of the fund
Glenview Capital Trimmed
Teva Pharmaceutical Industries (TEVA)Shares -24% · +3.4% of the fund
Glenview Capital Trimmed
Centene Corporation (CNC)Shares -41% · +2.4% of the fund
Glenview Capital Trimmed
Cigna (CI)Shares -17% · +2.3% of the fund
Glenview Capital Trimmed
Humana (HUM)Shares -24% · +2.0% of the fund
Glenview Capital Trimmed
Block, Inc. (XYZ)Shares -12% · +1.8% of the fund
Glenview Capital Trimmed
Onto Innovation (ONTO)Shares -31% · +1.6% of the fund
Gates Foundation Trust
Bill & Melinda Gates Foundation Trust · quarter ended Jun 30, 2026Gates Foundation Trust Trimmed
Berkshire Hathaway (BRK-B)Shares -14% · +53.1% of the fund
Gates Foundation Trust Trimmed
Waste Management (WM)Shares -3% · +43.0% of the fund
Fundsmith
Terry Smith · quarter ended Jun 30, 2026Fundsmith Trimmed
Marriott International (MAR)Shares -23% · +7.0% of the fund
Fundsmith Trimmed
Stryker Corporation (SYK)Shares -5% · +6.7% of the fund
Fundsmith Trimmed
Waters Corporation (WAT)Shares -29% · +6.2% of the fund
Fundsmith Trimmed
Visa Inc. (V)Shares -35% · +5.1% of the fund
Fundsmith Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -40% · +4.6% of the fund
Fundsmith Trimmed
Church & Dwight (CHD)Shares -3% · +4.6% of the fund
Fundsmith Trimmed
Procter & Gamble (PG)Shares -3% · +4.4% of the fund
Fundsmith Trimmed
Microsoft (MSFT)Shares -23% · +4.4% of the fund
Fairfax Financial
Prem Watsa · quarter ended Jun 30, 2026Fairfax Financial Trimmed
Garrett Motion Inc. (GTX)Shares -44% · +0.1% of the fund
Fairfax Financial Trimmed Magnachip Semiconductor Corpora (MX)
Shares -50% · +0.0% of the fund
Elliott
Paul Singer · quarter ended Jun 30, 2026Elliott Trimmed
Suncor Energy Inc. (SU)Shares -44% · +11.1% of the fund
Elliott Trimmed
Southwest Airlines (LUV)Shares -20% · +8.7% of the fund
Elliott Trimmed
Seadrill Limited (SDRL)Shares -6% · +1.2% of the fund
Durable Capital
Henry Ellenbogen · quarter ended Jun 30, 2026Durable Capital Trimmed
RBC Bearings (RBC)Shares -25% · +10.7% of the fund
Durable Capital Trimmed
DoorDash (DASH)Shares -3% · +7.5% of the fund
Durable Capital Trimmed
Qnity Electronics (Q)Shares -11% · +7.2% of the fund
Durable Capital Trimmed
MercadoLibre, Inc. (MELI)Shares -12% · +5.1% of the fund
Durable Capital Trimmed
APi Group (APG)Shares -18% · +5.0% of the fund
Durable Capital Trimmed
XPO, Inc. (XPO)Shares -17% · +4.8% of the fund
Durable Capital Trimmed
Affirm Holdings, Inc. (AFRM)Shares -22% · +3.5% of the fund
Durable Capital Trimmed
Privia Health Group, Inc. (PRVA)Shares -4% · +2.9% of the fund
D1 Capital
Dan Sundheim · quarter ended Jun 30, 2026D1 Capital Trimmed
James Hardie Industries plc. (JHX)Shares -3% · +2.1% of the fund
D1 Capital Trimmed
MercadoLibre, Inc. (MELI)Shares -26% · +1.4% of the fund
D1 Capital Trimmed
Kilroy Realty Corp (KRC)Shares -7% · +1.1% of the fund
D1 Capital Trimmed
Flowserve (FLS)Shares -15% · +1.1% of the fund
D1 Capital Trimmed
DoorDash (DASH)Shares -9% · +0.7% of the fund
D1 Capital Trimmed
Capital One (COF)Shares -2% · +0.6% of the fund
D1 Capital Trimmed
Lineage, Inc. (LINE)Shares -36% · +0.6% of the fund
D1 Capital Trimmed
Coupang, Inc. (CPNG)Shares -11% · +0.5% of the fund
Berkshire Hathaway
Warren Buffett / Greg Abel · quarter ended Jun 30, 2026Berkshire Hathaway Trimmed
Bank of America (BAC)Shares -6% · +9.2% of the fund
Berkshire Hathaway Trimmed
DaVita (DVA)Shares -4% · +2.1% of the fund
Berkshire Hathaway Trimmed
Kroger (KR)Shares -22% · +0.7% of the fund
Berkshire Hathaway Trimmed
Ally Financial (ALLY)Shares -7% · +0.4% of the fund
Berkshire Hathaway Trimmed
Capital One (COF)Shares -58% · +0.2% of the fund
Berkshire Hathaway Trimmed
Nucor (NUE)Shares -52% · +0.1% of the fund
Appaloosa
David Tepper · quarter ended Jun 30, 2026Appaloosa Trimmed
Micron Technology (MU)Shares -41% · +15.1% of the fund
Appaloosa Trimmed
Alibaba Group Holding Limited (BABA)Shares -42% · +2.6% of the fund
Appaloosa Trimmed
Advanced Micro Devices (AMD)Shares -11% · +1.5% of the fund
Appaloosa Trimmed
Qualcomm (QCOM)Shares -50% · +0.6% of the fund
Appaloosa Trimmed
Whirlpool Corporation (WHR)Shares -63% · +0.4% of the fund
Altimeter
Brad Gerstner · quarter ended Jun 30, 2026Altimeter Trimmed
Meta Platforms (META)Shares -31% · +7.8% of the fund
Altimeter Trimmed
Arm Holdings plc (ARM)Shares -4% · +5.9% of the fund
Altimeter Trimmed
Uber (UBER)Shares -8% · +5.4% of the fund
Akre Capital
Akre Capital Management (founded by Chuck Akre) · quarter ended Jun 30, 2026Akre Capital Trimmed
Mastercard (MA)Shares -13% · +20.0% of the fund
Akre Capital Trimmed
Moody's Corporation (MCO)Shares -7% · +10.3% of the fund
Akre Capital Trimmed
Brookfield Corporation (BN)Shares -29% · +10.1% of the fund
Akre Capital Trimmed
KKR & Co. (KKR)Shares -26% · +9.0% of the fund
Akre Capital Trimmed
Roper Technologies (ROP)Shares -6% · +7.8% of the fund
Akre Capital Trimmed
Visa Inc. (V)Shares -32% · +7.5% of the fund
Akre Capital Trimmed
O'Reilly Automotive (ORLY)Shares -44% · +3.9% of the fund
Akre Capital Trimmed
Airbnb (ABNB)Shares -42% · +3.3% of the fund
Gardner Russo & Quinn
Tom Russo · quarter ended Jun 30, 2026Gardner Russo & Quinn Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -9% · +33.9% of the fund
Gardner Russo & Quinn Trimmed
Mastercard (MA)Shares -2% · +24.6% of the fund
Gardner Russo & Quinn Trimmed
Compagnie Financiere Richemont (CFRHF)Shares -3% · +24.3% of the fund
Baupost Group
Seth Klarman · quarter ended Jun 30, 2026Baupost Group Trimmed
Restaurant Brands International (QSR)Shares -16% · +9.0% of the fund
Baupost Group Trimmed
Union Pacific Corporation (UNP)Shares -23% · +6.0% of the fund
Baupost Group Trimmed
WESCO International (WCC)Shares -54% · +4.2% of the fund
Baupost Group Trimmed
Aon plc (AON)Shares -11% · +4.2% of the fund
Baupost Group Trimmed
Teleflex (TFX)Shares -12% · +3.3% of the fund
Baupost Group Trimmed
Eagle Materials (EXP)Shares -41% · +2.2% of the fund
Baupost Group Trimmed
Americold Realty Trust, Inc. (COLD)Shares -12% · +2.0% of the fund
Baupost Group Trimmed
Liberty Global Ltd. (LBTYK)Shares -36% · +1.7% of the fund
Abrams Capital
David Abrams · quarter ended Jun 30, 2026Abrams Capital Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -27% · +100.0% of the fund
Trian
Nelson Peltz · quarter ended Jun 30, 2026Trian Trimmed
Invesco (IVZ)Shares -45% · +1.5% of the fund
Lindsell Train
Nick Train · quarter ended Jun 30, 2026Lindsell Train Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -25% · +17.5% of the fund
Lindsell Train Trimmed
TKO Group Holdings (TKO)Shares -14% · +16.1% of the fund
Lindsell Train Trimmed
Fair Isaac (FICO)Shares -9% · +10.3% of the fund
Lindsell Train Trimmed
Thermo Fisher Scientific (TMO)Shares -17% · +9.8% of the fund
Lindsell Train Trimmed
Walt Disney Company (The) (DIS)Shares -19% · +9.5% of the fund
Lindsell Train Trimmed
Intuit (INTU)Shares -9% · +6.6% of the fund
Lindsell Train Trimmed
Mondelez International (MDLZ)Shares -28% · +5.6% of the fund
Lindsell Train Trimmed
PepsiCo (PEP)Shares -20% · +5.3% of the fund
13D and 13G stakes
5%+ stakes by these funds · last 90 days10/28
10/26
10/21
10/15
10/13
10/09
10/08
10/06
10/06
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10/06
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10/06
10/06
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How this works
13F-HR = quarterly long U.S. equity positions (filed ≤45 days after quarter-end). 13D/13G = ≥5% ownership stakes. Source: SEC EDGAR.
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026