Superinvestor Picks
What the 31 investors followed here agree on, and what they bought and sold, from each one's latest 13F against the one before it (mostly the quarter to Jun 30, 2026). Only a position that matters to the manager counts: a holding of at least 1% of their reported book, a trade that moved at least half a per cent.
Bought last quarter, now near the 52-week low
Within 15% of the lowest close of the past year, at the latest close stored here.
| Company | Buyers | Price | Above low |
|---|---|---|---|
| Carvana CoCVNA | 3 | $63.73Oct 9, 2026 | 13.3% |
| Home Depot IncHD | 2 | $290.74Oct 9, 2026 | 3.4% |
| Berkshire Hathaway IncBRK.B | 2 | $515.62Oct 9, 2026 | 10.8% |
| Sysco CorpSYY | 2 | $78.14Oct 9, 2026 | 12.8% |
| BCE IncBCE | 1 | $18.78Oct 9, 2026 | 0.0% |
| Somnigroup International IncSGI | 1 | $62.19Oct 9, 2026 | 1.1% |
| Baidu IncBIDU | 1 | $85.33Oct 9, 2026 | 1.7% |
| D.R. Horton IncDHI | 1 | $134.88Oct 9, 2026 | 1.8% |
| TransDigm Group IncTDG | 1 | $1,107.99Oct 9, 2026 | 3.0% |
| Netflix IncNFLX | 1 | $70.30Oct 9, 2026 | 4.8% |
| Honeywell International IncHON | 1 | $207.73Oct 9, 2026 | 5.3% |
| Boeing CoBA | 1 | $190.37Oct 9, 2026 | 6.3% |
| American Electric Power Company IncAEP | 1 | $122.81Oct 9, 2026 | 8.0% |
| Uber Technologies IncUBER | 1 | $71.51Oct 9, 2026 | 8.4% |
| Sherwin-Williams CoSHW | 1 | $319.36Oct 9, 2026 | 9.0% |
| Insmed IncINSM | 1 | $100.60Oct 9, 2026 | 9.5% |
| Costar Group IncCSGP | 1 | $29.67Oct 9, 2026 | 10.1% |
| MSCI IncMSCI | 1 | $565.12Oct 9, 2026 | 10.4% |
| PDD Holdings IncPDD | 1 | $81.35Oct 9, 2026 | 11.0% |
| Costco Wholesale CorpCOST | 1 | $946.92Oct 9, 2026 | 11.4% |
| Marsh & McLennan Companies IncMRSH | 1 | $175.76Oct 9, 2026 | 11.7% |
| Take-Two Interactive Software IncTTWO | 1 | $213.44Oct 9, 2026 | 12.5% |
| Entergy CorpETR | 1 | $102.80Oct 9, 2026 | 12.7% |
| General Electric CoGE | 1 | $308.20Oct 9, 2026 | 12.8% |
| Capital One Financial CorpCOF | 1 | $199.26Oct 9, 2026 | 13.2% |
| Norfolk Southern CorpNSC | 1 | $317.79Oct 9, 2026 | 14.2% |
Source: the managers' own quarterly 13F filings. A 13F shows long US positions at the quarter end, filed up to 45 days later, so every one of these trades is at least six weeks old when it becomes public, and none says what price was paid. Securities are grouped by CUSIP, so a company without a page here still counts; where it has one, its name links to it.