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 — 207 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
ARLP Alliance Resource Partners, L.P.Bill Miller, Christopher Browne $27.65 $24.69 -10.71% 2 53% +98% 2
FIS Fidelity National Information Services, Inc.Joel Greenblatt, Mason Hawkins, Robert Olstein $46.91 $41.93 -10.62% 3 49% +32% 4
CMCO Columbus McKinnon Corp.Arnold Van Den Berg, Jean-Marie Eveillard, Lee Ainslie $14.53 $12.99 -10.60% 3 39% +38% 3
ORCL Oracle Corp.Christopher Davis, Jean-Marie Eveillard, Joel Greenblatt, Mark Hillman, Thomas Russo, William Frels, William von Mueffling $147.11 $131.54 -10.58% 7 46% +65% 13
GPI Group 1 Automotive, Inc.Greg Alexander, Robert Goldfarb $330.63 $295.66 -10.58% 2 52% +70% 3
BABA Alibaba Group Holdings Ltd.Bill Nygren, Richard Pzena $125.46 $112.35 -10.45% 2 50% +24% 9
NYT The New York Times Co.Joel Greenblatt, Warren Buffett $83.73 $75.04 -10.38% 2 47% +35% 5
STZ Constellation Brands, Inc.David Katz, Joel Greenblatt, Lee Ainslie, Mark Hillman, Richard Pzena $150.00 $134.51 -10.33% 5 45% +33% 9
TMUS T-Mobile US, Inc.Joel Greenblatt, Lee Ainslie, Richard Pzena $210.03 $188.41 -10.29% 3 43% +25% 5
ABT Abbott LaboratoriesJoel Greenblatt, Lee Ainslie, William Frels $102.67 $92.11 -10.29% 3 42% +78% 7
PTLO Portillo's Inc.Bill Miller, Glenn Welling $5.29 $4.75 -10.21% 2 37% +62% 2
WU The Western Union Co.Christopher Browne, Joel Greenblatt $8.73 $7.87 -9.85% 2 52% +45% 2
SHEL Shell plcJean-Marie Eveillard, William Frels $93.00 $83.98 -9.70% 2 47% +131% 6
HAL Halliburton Co.Joel Greenblatt, John Gunn $38.99 $35.21 -9.69% 2 45% +53% 3
UTHR United Therapeutics Corp.Joel Greenblatt, William Frels $592.98 $535.57 -9.68% 2 46% +112% 2
TSN Tyson Foods, Inc.Christopher Browne, Christopher Davis, David Katz, Donald Yacktman, Joel Greenblatt, Richard Pzena, Thomas Gayner $64.07 $57.92 -9.60% 7 51% +54% 7
BSY Bentley Systems, Inc.Joel Greenblatt, William Frels $35.12 $31.75 -9.60% 2 46% +112% 2
CIGI Colliers International Group Inc.Bill Nygren, C.T. Fitzpatrick, Jean-Marie Eveillard, Joel Greenblatt, Prem Watsa $106.85 $96.68 -9.52% 5 44% +45% 6
FN FabrinetDan Polen, Henry Ellenbogen, Joel Greenblatt, Robert Torray $521.52 $474.64 -8.99% 4 49% +49% 5
BFAM Bright Horizons Family Solutions Inc.Abrams Bison, Francois Rochon, Joel Greenblatt $82.13 $74.76 -8.97% 3 54% +52% 3
MDLN Medline Inc.Andreas Halvorsen, Henry Ellenbogen, Joel Greenblatt, John Armitage, Stephen Mandel $44.50 $40.58 -8.81% 5 45% +21% 6
CG The Carlyle Group Inc.Bill Nygren, John Rogers $48.39 $44.14 -8.78% 2 51% +15% 5
SNY SanofiLee Ainslie, Richard Pzena, Sarah Ketterer $48.18 $44.00 -8.68% 3 42% +20% 4
IPGP IPG Photonics Corp.Jean-Marie Eveillard, Joel Greenblatt $114.59 $104.73 -8.60% 2 43% +52% 2
FCN FTI Consulting, Inc.Joel Greenblatt, Robert Torray $176.77 $161.62 -8.57% 2 52% +71% 2
ALC Alcon Inc.Lee Ainslie, Nicolai Tangen $74.76 $69.00 -7.70% 2 50% +32% 3
IBIT iShares Bitcoin Trust ETFJoel Greenblatt, Samantha McLemore $38.42 $35.22 -8.33% 2 47% +26% 2
FISV Fiserv, Inc.Bill Nygren, Christopher Davis, Jean-Marie Eveillard, Joel Greenblatt, John Gunn, John Rogers, Mark Hillman, Samantha McLemore, William Frels $55.80 $51.18 -8.28% 9 48% +51% 11
CLX The Clorox Co.Jean-Marie Eveillard, Joel Greenblatt, Lee Ainslie, Mark Hillman $103.63 $95.05 -8.28% 4 43% +37% 7
CRM Salesforce, Inc.Bill Nygren, Chuck Akre, Jean-Marie Eveillard, Mark Hillman, Nicolai Tangen, Robert Vinall $186.67 $171.22 -8.28% 6 53% +59% 12
GEHC GE HealthCare Technologies Inc.Harry Burn, Jean-Marie Eveillard, Joel Greenblatt, John Gunn $71.18 $65.31 -8.25% 4 46% +49% 8
BMI Badger Meter, Inc.Joel Greenblatt, Terry Smith, William Frels $152.35 $140.12 -8.03% 3 55% +95% 3
PR Permian Resources Corp.Jean-Marie Eveillard, Joel Greenblatt $21.32 $19.62 -7.97% 2 43% +52% 3
ARLO Arlo Technologies, Inc.Dan Polen, Jean-Marie Eveillard $14.23 $13.11 -7.87% 2 47% +62% 2
SLB SLB N.V.Edgar Wachenheim, Jean-Marie Eveillard, Joel Greenblatt, Ron Muhlenkamp $51.39 $47.36 -7.84% 4 51% +53% 10
CEG Constellation Energy Corp.Dennis Hong, Robert Torray $279.25 $257.57 -7.76% 2 50% +55% 3
OEC Orion S.A.Christopher Browne, Richard Pzena $6.50 $6.00 -7.69% 2 57% +45% 3
ERO Ero Copper Corp.Dan Polen, Lee Ainslie $26.67 $24.65 -7.57% 2 42% +32% 3
GMED Globus Medical, Inc.Joel Greenblatt, Lee Ainslie, Robert Goldfarb $86.16 $79.75 -7.44% 3 42% +51% 3
TAP Molson Coors Beverage Co.Christopher Browne, Joel Greenblatt, John Rogers, Prem Watsa $43.06 $39.88 -7.39% 4 50% +39% 5
CTRA Christopher Davis, Joel Greenblatt $35.14 $32.56 -7.34% 2 41% +22% 4
SMPL The Simply Good Foods Co.Howard Marks, Joel Greenblatt $14.35 $13.31 -7.25% 2 42% +31% 2
SDRL Seadrill Ltd.Paul Singer, Samantha McLemore $45.50 $42.26 -7.12% 2 51% +43% 3
BR Broadridge Financial Solutions, Inc.Joel Greenblatt, Robert Millen $162.48 $151.04 -7.04% 2 41% +58% 2
FLS Flowserve Corp.Henry Ellenbogen, Jean-Marie Eveillard, Joel Greenblatt $73.51 $68.36 -7.01% 3 43% +35% 3
VTOL Bristow Group Inc.Arnold Van Den Berg, Dan Polen $46.89 $43.68 -6.85% 2 45% +43% 2
TPB Turning Point Brands, Inc.Joel Greenblatt, Lee Ainslie $86.79 $80.92 -6.76% 2 38% +22% 2
SAP SAP SEBill Nygren, Christopher Davis, Robert Goldfarb, Sarah Ketterer $171.21 $159.97 -6.57% 4 44% +39% 6
MCHI iShares MSCI China ETFDan Polen, Joel Greenblatt $56.18 $52.53 -6.50% 2 46% +43% 2
GWRE Guidewire Software, Inc.Bryan Lawrence, Joel Greenblatt $149.56 $140.31 -6.18% 2 44% +71% 2
MCK McKesson Corp.Joel Greenblatt, Stephen Mandel $865.36 $812.28 -6.13% 2 43% +29% 3
KD Kyndryl Holdings, Inc.Harry Burn, Joel Greenblatt $13.12 $12.32 -6.10% 2 47% +28% 2
TJX The TJX Companies, Inc.Joel Greenblatt, Lee Ainslie, Robert Millen $159.70 $150.53 -5.74% 3 38% +42% 4
HP Helmerich & Payne, Inc.Christopher Browne, Joel Greenblatt $36.03 $33.97 -5.72% 2 52% +45% 3
AWI Armstrong World Industries, Inc.Donald Yacktman, Joel Greenblatt, John Armitage $164.80 $155.69 -5.53% 3 53% +47% 3
ORLY O'Reilly Automotive, Inc.Joel Greenblatt, Steven Romick $92.31 $87.28 -5.45% 2 45% +69% 5
BSM Black Stone Minerals, L.P.Christopher Browne, Jean-Marie Eveillard $15.12 $14.31 -5.36% 2 52% +64% 2
ADBE Adobe Inc.Bill Nygren, Christopher Davis, Joel Greenblatt, John Gunn, Mark Hillman, Nick Train, Richard Pzena, Robert Olstein, Samantha McLemore $243.08 $230.61 -5.13% 9 51% +38% 13
CPNG Coupang, Inc.Bill Miller, Bill Nygren, Chase Coleman, Dennis Hong, John Gunn $18.88 $17.92 -5.08% 5 42% +50% 8
NU Nu Holdings Ltd.Dan Polen, Lee Ainslie, Stephen Mandel $14.37 $13.67 -4.87% 3 43% +29% 4
MAT Mattel, Inc.Joel Greenblatt, John Rogers, Mason Hawkins $14.53 $13.84 -4.75% 3 50% +32% 3
WGO Winnebago Industries, Inc.Joel Greenblatt, Richard Pzena $30.99 $29.56 -4.61% 2 47% +33% 2
LEN Lennar Corp.Edgar Wachenheim, Warren Buffett $86.84 $82.84 -4.61% 2 52% +51% 5
NRG NRG Energy, Inc.David Tepper, Howard Marks, Lee Ainslie $146.14 $139.48 -4.56% 3 38% +26% 4
WY Weyerhaeuser Co.Jean-Marie Eveillard, Joel Greenblatt, Thomas Gayner $24.43 $23.41 -4.18% 3 50% +71% 5
EFX Equifax Inc.Joel Greenblatt, Mark Hillman, Nick Train, Robert Olstein, William von Mueffling $180.07 $172.61 -4.14% 5 55% +61% 10
SM SM Energy Co.Arnold Van Den Berg, Joel Greenblatt $31.18 $29.89 -4.14% 2 42% +33% 2
KNF Knife River Corp.Joel Greenblatt, William Frels $81.65 $78.41 -3.97% 2 46% +112% 2
HAFN Hafnia Ltd.Christopher Browne, Sarah Ketterer $7.61 $7.32 -3.81% 2 51% +38% 2
VSNT Versant Media Group, Inc.Christopher Browne, David Einhorn, Jean-Marie Eveillard, Joel Greenblatt, John Gunn $37.02 $35.66 -3.67% 5 48% +50% 5
MSI Motorola Solutions, Inc.Joel Greenblatt, William Frels $433.97 $418.06 -3.67% 2 46% +112% 8
MDT Medtronic plcDavid Katz, Harry Burn, Jean-Marie Eveillard, Joel Greenblatt $86.65 $83.57 -3.55% 4 46% +45% 10
VICI VICI Properties Inc.Christopher Davis, Joel Greenblatt $27.32 $26.40 -3.37% 2 41% +22% 2
AWK American Water Works Co., Inc.Jean-Marie Eveillard, Joel Greenblatt $136.09 $131.53 -3.35% 2 43% +52% 3
LAZ Lazard, Inc.John Rogers, Lee Ainslie $42.48 $41.10 -3.25% 2 45% +12% 3
COPX Global X Copper Miners ETFArnold Van Den Berg, Joel Greenblatt $76.35 $74.35 -2.62% 2 42% +33% 2
RKT Rocket Companies, Inc.Christopher Davis, Henry Ellenbogen, Jean-Marie Eveillard $14.25 $13.91 -2.39% 3 42% +27% 6
NVR NVR, Inc.Joel Greenblatt, Thomas Gayner $6,589.83 $6,437.99 -2.30% 2 53% +71% 4
CRH CRH plcHenry Ellenbogen, Joel Greenblatt, John Armitage $105.12 $102.71 -2.29% 3 49% +21% 6
BDX Becton, Dickinson and Co.Jean-Marie Eveillard, Joel Greenblatt, Robert Olstein, Steven Romick $157.23 $153.83 -2.16% 4 46% +55% 8
BMY Bristol-Myers Squibb Co.Christopher Browne, Joel Greenblatt $60.65 $59.34 -2.16% 2 52% +45% 9
KMPR Kemper Corp.Jean-Marie Eveillard, Joel Greenblatt $30.56 $29.91 -2.13% 2 43% +52% 2
AVNT Avient Corp.Joel Greenblatt, Lee Ainslie $36.30 $35.57 -2.01% 2 38% +22% 2
IR Ingersoll Rand Inc.Joel Greenblatt, Sarah Ketterer, Wallace Weitz $80.12 $78.56 -1.95% 3 45% +21% 3
PCVX Vaxcyte, Inc.Lee Ainslie, Seth Klarman $58.11 $57.03 -1.86% 2 37% +9% 2
MORN Morningstar, Inc.Joel Greenblatt, Robert Vinall $169.21 $173.55 2.56% 2 51% +62% 2
PRDO Perdoceo Education Corp.Bill Miller, Joel Greenblatt $37.21 $36.55 -1.77% 2 43% +86% 2
AGCO AGCO Corp.Christopher Browne, Christopher Davis, Joel Greenblatt, Lee Ainslie $115.87 $114.08 -1.54% 4 44% +28% 5
HLN Haleon plcBill Nygren, Jean-Marie Eveillard $10.01 $9.86 -1.50% 2 46% +43% 5
BCC Boise Cascade Co.Jean-Marie Eveillard, Martin Whitman $75.85 $74.72 -1.49% 2 50% +132% 4
USIG iShares Broad USD Investment Grade Corporate Bond ETFBill Nygren, Joel Greenblatt $51.23 $50.50 -1.42% 2 45% +25% 2
CBOE Cboe Global Markets, Inc.Andreas Halvorsen, Joel Greenblatt, Thomas Gayner $281.07 $277.13 -1.40% 3 47% +53% 3
WBD Warner Bros. Discovery, Inc.Joel Greenblatt, Prem Watsa $27.46 $27.09 -1.35% 2 42% +43% 4
ADTN ADTRAN Holdings, Inc.Dan Polen, Jean-Marie Eveillard $12.58 $12.43 -1.19% 2 47% +62% 2
SPOT Spotify Technology S.A.Chase Coleman, Dan Polen, Jeff Ubben, Joel Greenblatt, Lee Ainslie, Robert Vinall, Stephen Mandel, William von Mueffling $484.91 $479.84 -1.05% 8 46% +50% 9
OSK Oshkosh Corp.Edgar Wachenheim, Joel Greenblatt, Lee Ainslie $147.21 $145.85 -0.92% 3 43% +36% 7
BAX Baxter International Inc.Edgar Wachenheim, Joel Greenblatt, John Gunn, Mark Hillman, Robert Olstein, Steven Romick $16.80 $22.57 34.35% 6 49% +53% 9
CPRI Capri Holdings Ltd.David Einhorn, Joel Greenblatt $17.62 $17.47 -0.85% 2 42% +25% 3
VFC V.F. Corp.Jean-Marie Eveillard, Joel Greenblatt $16.99 $16.88 -0.65% 2 43% +52% 4
CPB The Campbell's Co.Joel Greenblatt, Mark Hillman $22.27 $22.15 -0.54% 2 47% +33% 3
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