Grand Portfolio
Combined latest 13F portfolios of 86 superinvestors
Latest period:    Q2 2026 (reported so far)
Portfolio value:    $1,126 B
Holdings Qtr buys 6 month buys Qtr sells 6 month sells Below avg reported price Sector stats
Stocks superinvestors bought or added that now trade below the average price they reported paying, ranked by deepest discount first — 111 stocks
Discount: Any 10%+ 20%+ 30%+ Buyers: Any 2+ 3+ ★
Symbol Stock & buyers Avg reported price Current price Discount Bought/Added Buyers' win rate Ownership count
MLI Mueller Industries, Inc.Dan Polen, Joel Greenblatt $110.80 $56.44 -49.06% 2 46% +43% 2
KRMN Karman Holdings Inc.Dan Polen, Joel Greenblatt $80.05 $45.13 -43.62% 2 46% +43% 2
WIX Wix.com Ltd.Henry Ellenbogen, Jeff Ubben $88.49 $52.41 -40.77% 2 45% +26% 2
CHTR Charter Communications, Inc.Jean-Marie Eveillard, Joel Greenblatt, John Gunn $215.83 $131.37 -39.13% 3 45% +58% 9
FMC FMC Corp.Christopher Browne, Joel Greenblatt $17.22 $10.91 -36.64% 2 52% +45% 2
ZTS Zoetis Inc.David Rolfe, Joel Greenblatt, Robert Goldfarb, William Frels $118.21 $75.39 -36.22% 4 46% +127% 6
WLK Westlake Corp.Jean-Marie Eveillard, Joel Greenblatt $116.82 $76.07 -34.88% 2 43% +52% 2
EQX Equinox Gold Corp.Joel Greenblatt, Lee Ainslie, Ron Muhlenkamp $14.46 $9.45 -34.65% 3 47% +28% 3
JBS JBS N.V.Christopher Davis, John Gunn $17.96 $11.80 -34.30% 2 44% +41% 3
AMPX Amprius Technologies, Inc.Dan Polen, Joel Greenblatt $16.86 $11.08 -34.28% 2 46% +43% 2
CRCL Circle Internet GroupDan Polen, Duan Yongping, Joel Greenblatt $95.41 $63.00 -33.97% 3 50% +67% 3
INTU Intuit Inc.Arnold Van Den Berg, David Katz, Donald Yacktman, Joel Greenblatt, Mark Hillman, Nick Train, Richard Pzena $432.38 $289.76 -32.98% 7 52% +53% 12
FIGS FIGS, Inc.Dan Polen, Joel Greenblatt $14.77 $10.00 -32.30% 2 46% +43% 2
LDOS Leidos Holdings, Inc.Joel Greenblatt, Richard Pzena $155.52 $106.58 -31.47% 2 47% +33% 2
FSLY Fastly, Inc.Dan Polen, Joel Greenblatt $29.06 $20.03 -31.07% 2 46% +43% 2
NOG Northern Oil and Gas, Inc.Arnold Van Den Berg, Joel Greenblatt, Lee Ainslie $29.23 $20.36 -30.35% 3 39% +25% 3
GLOB Globant S.A.Joel Greenblatt, Richard Pzena $46.11 $32.12 -30.34% 2 47% +33% 2
ACN Accenture plcBill Nygren, David Katz, Jean-Marie Eveillard, Joel Greenblatt, Richard Pzena, Wallace Weitz, William Frels $198.29 $138.52 -30.14% 7 48% +59% 11
MKTX MarketAxess Holdings Inc.Arnold Van Den Berg, Joel Greenblatt $164.98 $115.37 -30.07% 2 42% +33% 3
OLN Olin Corp.Christopher Bloomstran, Donald Yacktman, Jean-Marie Eveillard, Joel Greenblatt $29.73 $21.15 -28.86% 4 49% +62% 5
BSX Boston Scientific Corp.Joel Greenblatt, Lee Ainslie $62.75 $44.65 -28.84% 2 38% +22% 6
CSGP CoStar Group, Inc.Chuck Akre, Dan Polen, Joel Greenblatt, Mark Hillman $40.34 $28.77 -28.68% 4 49% +52% 7
QXO QXO, Inc.Dan Polen, Joel Greenblatt, Samantha McLemore $19.42 $13.89 -28.48% 3 48% +35% 5
CTSH Cognizant Technology Solutions Corp.Donald Yacktman, Richard Pzena $61.35 $44.16 -28.02% 2 54% +55% 6
LYB LyondellBasell Industries N.V.Christopher Davis, Joel Greenblatt, Ron Muhlenkamp $80.56 $58.32 -27.61% 3 49% +28% 5
CE Celanese Corp.John Gunn, Ron Muhlenkamp $65.77 $47.92 -27.14% 2 57% +56% 3
AA Alcoa Corp.Dan Polen, Joel Greenblatt $66.33 $48.72 -26.55% 2 46% +43% 2
CRGY Crescent Energy Co.Arnold Van Den Berg, Bill Miller $13.50 $9.99 -26.00% 2 42% +85% 2
T AT&T Inc.Joel Greenblatt, John Rogers $28.99 $21.55 -25.66% 2 49% +24% 4
BW Babcock & Wilcox Enterprises, Inc.Dan Polen, Joel Greenblatt $14.69 $10.93 -25.60% 2 46% +43% 3
PATK Patrick Industries, Inc.Joel Greenblatt, William Frels $111.07 $83.43 -24.89% 2 46% +112% 2
CHWY Chewy, Inc.Jean-Marie Eveillard, Joel Greenblatt $27.00 $20.32 -24.74% 2 43% +52% 2
NFLX Netflix, Inc.Bill Nygren, Christopher Bloomstran, Joel Greenblatt, Josh Tarasoff, Robert Goldfarb, Thomas Russo $96.15 $73.83 -23.21% 6 52% +47% 9
KGC Kinross Gold Corp.Joel Greenblatt, Lee Ainslie $30.52 $23.48 -23.07% 2 38% +22% 4
Z Zillow Group, Inc.Chase Coleman, Irving Kahn, Joel Greenblatt $41.38 $32.19 -22.21% 3 42% +38% 3
PAAS Pan American Silver Corp.Joel Greenblatt, Lee Ainslie $54.71 $42.70 -21.95% 2 38% +22% 3
LULU lululemon athletica inc.Andreas Halvorsen, Joel Greenblatt, Michael Burry $154.69 $120.30 -22.23% 3 36% +20% 5
BRBR BellRing Brands, Inc.Donald Yacktman, Joel Greenblatt $16.09 $12.75 -20.76% 2 49% +55% 2
EXE Expand Energy Corp.Howard Marks, Jean-Marie Eveillard, Lee Ainslie $109.78 $87.10 -20.66% 3 40% +36% 4
SOLS Solstice Advanced Materials, Inc.Joel Greenblatt, William Frels $76.16 $61.06 -19.83% 2 46% +112% 3
RRC Range Resources Corp.Joel Greenblatt, Lee Ainslie $45.18 $36.24 -19.79% 2 38% +22% 3
DOX Amdocs Ltd.Joel Greenblatt, Richard Pzena, Robert Millen $65.26 $52.76 -19.15% 3 44% +50% 3
FNV Franco-Nevada Corp.Jean-Marie Eveillard, Joel Greenblatt, Steven Romick, Thomas Gayner $247.57 $200.49 -19.02% 4 50% +79% 4
ACM AECOMJoel Greenblatt, Lee Ainslie $84.82 $68.68 -19.03% 2 38% +22% 2
KT KT Corp.Christopher Browne, Richard Pzena $21.45 $17.38 -18.97% 2 57% +45% 2
AU AngloGold Ashanti plcJoel Greenblatt, Sarah Ketterer $97.13 $79.76 -17.88% 2 41% +26% 4
HCA HCA Healthcare, Inc.Andreas Halvorsen, Joel Greenblatt, Thomas Gayner $473.24 $390.74 -17.43% 3 47% +53% 7
EQPT EquipmentShare.com Inc.Andreas Halvorsen, Chase Coleman, Steven Romick $20.37 $16.83 -17.40% 3 38% +47% 3
CPRT Copart, Inc.Chuck Akre, Donald Yacktman $33.20 $27.45 -17.33% 2 54% +84% 7
PDD PDD Holdings Inc.Duan Yongping, Howard Marks, John Gunn $102.18 $84.56 -17.24% 3 49% +71% 7
NKE NIKE, Inc.David Katz, Joel Greenblatt, Mark Hillman, Nick Train, Robert Olstein, William Frels $52.82 $43.76 -17.15% 6 52% +73% 9
CME CME Group Inc.John Armitage, Thomas Gayner $295.35 $245.10 -17.01% 2 62% +70% 6
BAH Booz Allen Hamilton Holdings Corp.Joel Greenblatt, Robert Olstein, Sarah Ketterer $78.03 $64.80 -16.96% 3 44% +21% 4
CMCSA Comcast Corp.David Katz, Donald Yacktman, Irving Kahn, Jean-Marie Eveillard, John Gunn, Mark Hillman, Robert Torray, Steven Romick $28.71 $23.97 -16.51% 8 51% +72% 15
FIVE Five Below, Inc.Joel Greenblatt, Lee Ainslie $228.48 $191.53 -16.17% 2 38% +22% 4
IBP Installed Building Products, Inc.Jean-Marie Eveillard, Joel Greenblatt $265.15 $222.53 -16.07% 2 43% +52% 3
MTDR Matador Resources Co.Christopher Browne, Joel Greenblatt $63.18 $53.11 -15.94% 2 52% +45% 2
URA Global X Uranium ETFArnold Van Den Berg, Joel Greenblatt $48.43 $40.72 -15.92% 2 42% +33% 2
ROL Rollins, Inc.Dan Polen, Thomas Gayner $53.41 $44.92 -15.90% 2 57% +81% 5
HSY The Hershey Co.Joel Greenblatt, Lee Ainslie, Thomas Gayner $207.89 $175.24 -15.71% 3 47% +51% 5
FSM Fortuna Mining Corp.Joel Greenblatt, Sarah Ketterer $9.92 $8.37 -15.63% 2 41% +26% 2
TW Tradeweb Markets Inc.Joel Greenblatt, Robert Torray $117.66 $99.68 -15.28% 2 52% +71% 3
PBR.A Petróleo Brasileiro S.A. - Petrobras CL AJoel Greenblatt, Richard Pzena, Sarah Ketterer $18.75 $15.90 -15.20% 3 45% +28% 3
HAS Hasbro, Inc.Andreas Halvorsen, Joel Greenblatt $93.60 $79.53 -15.03% 2 38% +25% 2
BRSL Brightstar Lottery PLCJoel Greenblatt, Prem Watsa $12.73 $10.82 -15.00% 2 42% +43% 2
TCOM Trip.com Group Ltd.Christopher Davis, John Gunn $49.79 $42.36 -14.92% 2 44% +41% 3
NE Noble Corp. plcChristopher Browne, Jean-Marie Eveillard, Samantha McLemore $49.07 $41.79 -14.84% 3 52% +49% 4
XOM ExxonMobil Holdings Corp.Joel Greenblatt, Ron Muhlenkamp, Thomas Gayner, Thomas Russo $169.66 $144.51 -14.82% 4 54% +46% 13
APTV Aptiv PLCAlex Roepers, Joel Greenblatt, Sarah Ketterer $69.44 $59.23 -14.70% 3 38% +19% 4
GLD SPDR Gold SharesDaniel Loeb, Joel Greenblatt, Steven Romick, William Frels $430.29 $367.13 -14.68% 4 44% +86% 9
UHS Universal Health Services, Inc.Jean-Marie Eveillard, Joel Greenblatt $178.97 $152.77 -14.64% 2 43% +52% 3
COP ConocoPhillipsChristopher Browne, Christopher Davis, Donald Yacktman, Joel Greenblatt, William Frels $132.00 $112.85 -14.51% 5 49% +74% 8
LMT Lockheed Martin Corp.Joel Greenblatt, Thomas Gayner $604.39 $520.68 -13.85% 2 53% +71% 7
AZN AstraZeneca PLCDan Polen, Sarah Ketterer $193.82 $169.47 -12.56% 2 45% +35% 3
DCH Dauch Corp.Alex Roepers, David Einhorn $5.93 $5.12 -13.66% 2 37% +11% 3
LKQ LKQ Corp.Christopher Browne, Joel Greenblatt, Richard Pzena $29.37 $25.41 -13.48% 3 52% +41% 5
BWXT BWX Technologies, Inc.Dan Polen, Joel Greenblatt $204.49 $177.14 -13.37% 2 46% +43% 3
VIST Vista Energy, S.A.B. de C.V.Dan Polen, Sarah Ketterer $75.47 $65.47 -13.25% 2 45% +35% 2
DVN Devon Energy Corp.Christopher Browne, Donald Yacktman, Joel Greenblatt, John Armitage $50.32 $43.73 -13.10% 4 55% +50% 5
HWKN Hawkins, Inc.Joel Greenblatt, William Frels $153.60 $133.87 -12.85% 2 46% +112% 2
PFE Pfizer Inc.Harry Burn, Joel Greenblatt, Mark Hillman, Prem Watsa $28.08 $24.48 -12.82% 4 46% +35% 10
HUN Huntsman Corp.Jean-Marie Eveillard, Joel Greenblatt, Lee Ainslie, Richard Pzena $13.31 $11.61 -12.77% 4 43% +37% 4
HURN Huron Consulting Group Inc.Joel Greenblatt, Robert Torray $127.49 $111.23 -12.75% 2 52% +71% 2
MOS The Mosaic Co.John Rogers, Lee Ainslie $25.50 $22.31 -12.51% 2 45% +12% 4
ICE Intercontinental Exchange, Inc.Andreas Halvorsen, Bill Nygren, Thomas Gayner $157.28 $137.67 -12.47% 3 49% +47% 7
FIGR Figure Technology Solutions, Inc.Bill Miller, Dan Polen $33.95 $29.74 -12.40% 2 47% +96% 3
MCD McDonald's Corp.Andreas Halvorsen, David Katz, Joel Greenblatt, Lee Ainslie, Steven Romick, Thomas Russo $310.79 $272.61 -12.28% 6 42% +37% 10
LOW Lowe's Companies, Inc.David Katz, Thomas Gayner $236.28 $207.70 -12.10% 2 55% +82% 4
CVX Chevron Corp.Arnold Van Den Berg, Harry Burn, Joel Greenblatt, Steven Romick, William Frels $206.90 $182.20 -11.94% 5 47% +76% 13
FDX FedEx Corp.Andreas Halvorsen, Joel Greenblatt, John Rogers $356.18 $313.74 -11.92% 3 44% +21% 11
INGR Ingredion Inc.Donald Yacktman, Joel Greenblatt $112.66 $99.34 -11.82% 2 49% +55% 2
CNQ Canadian Natural Resources Ltd.Joel Greenblatt, John Armitage, Lee Ainslie $48.72 $43.05 -11.64% 3 46% +25% 4
AXTI AXT, Inc.Dan Polen, Joel Greenblatt $56.98 $50.46 -11.44% 2 46% +43% 2
ADSK Autodesk, Inc.Joel Greenblatt, Richard Pzena $239.40 $212.22 -11.35% 2 47% +33% 2
PLTR Palantir Technologies Inc.Duan Yongping, Joel Greenblatt $146.28 $130.04 -11.10% 2 50% +74% 3
TDW Tidewater Inc.Christopher Browne, Martin Whitman $83.55 $74.35 -11.01% 2 59% +126% 4
BDC Belden Inc.Jean-Marie Eveillard, Joel Greenblatt $114.83 $102.26 -10.95% 2 43% +52% 2
PEP PepsiCo, Inc.David Katz, Jean-Marie Eveillard, Joel Greenblatt, Robert Torray $155.29 $138.49 -10.82% 4 48% +67% 15
IT Gartner, Inc.Bill Nygren, Joel Greenblatt $158.34 $141.31 -10.76% 2 45% +25% 3
BLDR Builders FirstSource, Inc.Bill Miller, Christopher Bloomstran, Francois Rochon $82.33 $73.51 -10.71% 3 51% +93% 5
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