Buys, additions, trims, and exits from clonable, concentrated fund managers, distilled into traceable signals. Click a fund for its full quarterly history.
13F filings through 2026-08-15
Stocks where at least three curated funds independently traded in the same direction. The strongest signal in this feature.
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No investment advice, no recommendation, no forecast. The portfolios are virtual, every decision is timestamped and verifiable.
| Fund | US long book | positions | Moves Q2 2026 | Pro only |
|---|---|---|---|---|
| Berkshire Hathaway Inc | $299.3 B | 29 | 14 | |
| Harris Associates L P | $75.4 B | 161 | 150 | |
| TCI Fund Management Ltd | $52.8 B | 11 | 10 | |
| Tiger Global Management LLC | $24 B | 46 | 51 | |
| Davis Selected Advisers | $23.3 B | 112 | 107 | |
| Lone Pine Capital LLC | $16.4 B | 34 | 49 | |
| Markel Group Inc. | $13.1 B | 130 | 32 | |
| Diamond Hill Capital Management, LLC | $12.5 B | 186 | 193 | |
| Maverick Capital Ltd | $11.3 B | 177 | 311 | |
| Corvex Management LP | $3.1 B | 23 | 20 | |
| Fairfax Financial Holdings Ltd | $2.6 B | 32 | 18 | |
| Weitz Investment Management, Inc. | $1.4 B | 50 | 35 |
Basics
Four points on where the numbers come from, what they show, and where their limits are. Knowing them helps read the tables below correctly.
Anyone managing more than 100 million dollars in reportable securities in the US must disclose to the SEC after every quarter which US stocks they hold. That form is called Schedule 13F. It is public and free for anyone to pull, just as a raw file with identifiers instead of names.
A 13F shows holdings on the last day of the quarter, reported up to 45 days later. Whatever was bought and sold within the quarter never appears, and neither entry date nor entry price is in the filing. We estimate the quarter's average price and label it as an estimate.
Only US-listed long equity positions are reported. Short sales, bonds, cash, commodities and foreign securities are missing. For a fund holding a lot outside the US, a 13F therefore shows a slice of the portfolio, not the strategy.
Thousands of firms file 13Fs, most of them with hundreds of positions and high turnover. We only take on concentrated funds with low turnover, where a single position carries any signal at all. The criteria for that are set out openly in the methodology.
FAQ
Where the data comes from, what it shows, and what it does not show.
The quarterly report through which large US asset managers must disclose which US stocks they hold. It goes to the SEC and is public. It becomes mandatory above 100 million dollars in reportable securities.
Yes, every filing sits openly in the SEC's EDGAR system. It is barely readable in raw form, though: securities appear as CUSIP numbers and changes from the previous quarter have to be worked out by hand. That is exactly the step the Guru Radar takes off your desk.
Holdings are as of quarter end, and filing is allowed up to 45 days later. So up to six weeks sit between the cut-off date and the day you see the numbers. That is why the quarter and the filing date are always shown with the figures.
Berkshire Hathaway reports its US long book by 13F like any other large manager. The positions and the latest quarter's changes sit on its fund page from the table below. Not included are cash, bonds and holdings outside the US, which make up a considerable part at Berkshire.
A stock where at least three of the curated funds traded in the same direction in the same quarter, independently of each other. It is the strongest pattern 13F data can yield at all, because it does not hang on one manager's opinion.
You could only copy what has already happened, and up to six weeks later at a different price. The Guru Radar shows movements so they can be followed, and gives no buy or sell recommendations.
You can see the nightly scan without an account. With a free account you see all scores and lists in full and ask the agents yourself, with five credits on the house.
Not investment advice, not a recommendation, not a forecast. The portfolios are virtual, every decision is timestamped and verifiable.