Grand Portfolio
Stocks superinvestors bought or added that now trade below the average price they reported paying, ranked by
deepest discount first — 88 stocks
| Symbol | Stock & buyers | Avg reported price | Current price | Discount | Bought/Added | Buyers' win rate | Ownership count |
|---|---|---|---|---|---|---|---|
| CHTR ★ | Charter Communications, Inc.Jean-Marie Eveillard, Joel Greenblatt, John Gunn | $215.83 | $131.37 | -39.13% | 3 | 45% +58% | 9 |
| ZTS ★ | Zoetis Inc.David Rolfe, Joel Greenblatt, Robert Goldfarb, William Frels | $118.21 | $75.39 | -36.22% | 4 | 46% +127% | 6 |
| EQX ★ | Equinox Gold Corp.Joel Greenblatt, Lee Ainslie, Ron Muhlenkamp | $14.46 | $9.45 | -34.65% | 3 | 47% +28% | 3 |
| 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 |
| NOG ★ | Northern Oil and Gas, Inc.Arnold Van Den Berg, Joel Greenblatt, Lee Ainslie | $29.23 | $20.36 | -30.35% | 3 | 39% +25% | 3 |
| 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 |
| OLN | Olin Corp.Christopher Bloomstran, Donald Yacktman, Jean-Marie Eveillard, Joel Greenblatt | $29.73 | $21.15 | -28.86% | 4 | 49% +62% | 5 |
| 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 |
| LYB | LyondellBasell Industries N.V.Christopher Davis, Joel Greenblatt, Ron Muhlenkamp | $80.56 | $58.32 | -27.61% | 3 | 49% +28% | 5 |
| 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 |
| Z | Zillow Group, Inc.Chase Coleman, Irving Kahn, Joel Greenblatt | $41.38 | $32.19 | -22.21% | 3 | 42% +38% | 3 |
| LULU | lululemon athletica inc.Andreas Halvorsen, Joel Greenblatt, Michael Burry | $154.69 | $120.30 | -22.23% | 3 | 36% +20% | 5 |
| EXE | Expand Energy Corp.Howard Marks, Jean-Marie Eveillard, Lee Ainslie | $109.78 | $87.10 | -20.66% | 3 | 40% +36% | 4 |
| 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 |
| 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 |
| 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 |
| 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 |
| HSY | The Hershey Co.Joel Greenblatt, Lee Ainslie, Thomas Gayner | $207.89 | $175.24 | -15.71% | 3 | 47% +51% | 5 |
| PBR.A | Petróleo Brasileiro S.A. - Petrobras CL AJoel Greenblatt, Richard Pzena, Sarah Ketterer | $18.75 | $15.90 | -15.20% | 3 | 45% +28% | 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 |
| COP | ConocoPhillipsChristopher Browne, Christopher Davis, Donald Yacktman, Joel Greenblatt, William Frels | $132.00 | $112.85 | -14.51% | 5 | 49% +74% | 8 |
| LKQ | LKQ Corp.Christopher Browne, Joel Greenblatt, Richard Pzena | $29.37 | $25.41 | -13.48% | 3 | 52% +41% | 5 |
| DVN | Devon Energy Corp.Christopher Browne, Donald Yacktman, Joel Greenblatt, John Armitage | $50.32 | $43.73 | -13.10% | 4 | 55% +50% | 5 |
| 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 |
| ICE | Intercontinental Exchange, Inc.Andreas Halvorsen, Bill Nygren, Thomas Gayner | $157.28 | $137.67 | -12.47% | 3 | 49% +47% | 7 |
| 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 |
| 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 |
| CNQ | Canadian Natural Resources Ltd.Joel Greenblatt, John Armitage, Lee Ainslie | $48.72 | $43.05 | -11.64% | 3 | 46% +25% | 4 |
| PEP | PepsiCo, Inc.David Katz, Jean-Marie Eveillard, Joel Greenblatt, Robert Torray | $155.29 | $138.49 | -10.82% | 4 | 48% +67% | 15 |
| BLDR | Builders FirstSource, Inc.Bill Miller, Christopher Bloomstran, Francois Rochon | $82.33 | $73.51 | -10.71% | 3 | 51% +93% | 5 |
| 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 |
| 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 |
| 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 |
| 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 |
| SNY | SanofiLee Ainslie, Richard Pzena, Sarah Ketterer | $48.18 | $44.00 | -8.68% | 3 | 42% +20% | 4 |
| 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 |
| SLB | SLB N.V.Edgar Wachenheim, Jean-Marie Eveillard, Joel Greenblatt, Ron Muhlenkamp | $51.39 | $47.36 | -7.84% | 4 | 51% +53% | 10 |
| 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 |
| FLS | Flowserve Corp.Henry Ellenbogen, Jean-Marie Eveillard, Joel Greenblatt | $73.51 | $68.36 | -7.01% | 3 | 43% +35% | 3 |
| SAP | SAP SEBill Nygren, Christopher Davis, Robert Goldfarb, Sarah Ketterer | $171.21 | $159.97 | -6.57% | 4 | 44% +39% | 6 |
| TJX | The TJX Companies, Inc.Joel Greenblatt, Lee Ainslie, Robert Millen | $159.70 | $150.53 | -5.74% | 3 | 38% +42% | 4 |
| AWI | Armstrong World Industries, Inc.Donald Yacktman, Joel Greenblatt, John Armitage | $164.80 | $155.69 | -5.53% | 3 | 53% +47% | 3 |
| 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 |
| 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 |
| 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 |
| MDT | Medtronic plcDavid Katz, Harry Burn, Jean-Marie Eveillard, Joel Greenblatt | $86.65 | $83.57 | -3.55% | 4 | 46% +45% | 10 |
| RKT | Rocket Companies, Inc.Christopher Davis, Henry Ellenbogen, Jean-Marie Eveillard | $14.25 | $13.91 | -2.39% | 3 | 42% +27% | 6 |
| 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 |
| IR | Ingersoll Rand Inc.Joel Greenblatt, Sarah Ketterer, Wallace Weitz | $80.12 | $78.56 | -1.95% | 3 | 45% +21% | 3 |
| AGCO | AGCO Corp.Christopher Browne, Christopher Davis, Joel Greenblatt, Lee Ainslie | $115.87 | $114.08 | -1.54% | 4 | 44% +28% | 5 |
| CBOE | Cboe Global Markets, Inc.Andreas Halvorsen, Joel Greenblatt, Thomas Gayner | $281.07 | $277.13 | -1.40% | 3 | 47% +53% | 3 |
| 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 |
| DIS | The Walt Disney Co.Andreas Halvorsen, Christopher Bloomstran, Donald Yacktman, Duan Yongping, Harry Burn, Jean-Marie Eveillard, John Rogers, Mark Hillman, Sarah Ketterer, Steven Romick, Thomas Russo | $96.38 | $96.00 | -0.39% | 11 | 49% +49% | 23 |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETFDan Polen, Donald Yacktman, Jean-Marie Eveillard, William Frels | $91.64 | $91.50 | -0.15% | 4 | 50% +98% | 5 |
| SGOV | iShares 0-3 Month Treasury Bond ETFBill Nygren, Christopher Bloomstran, Dan Polen, Josh Tarasoff | $100.66 | $100.52 | -0.14% | 4 | 57% +48% | 6 |
| CSL | Carlisle Companies Inc.Jean-Marie Eveillard, Joel Greenblatt, Nicolai Tangen, Steven Romick | $333.62 | $333.20 | -0.13% | 4 | 50% +65% | 5 |
| FERG | Ferguson Enterprises Inc.Francois Rochon, Henry Ellenbogen, Jean-Marie Eveillard, Joel Greenblatt, Seth Klarman, Thomas Gayner, Wallace Weitz | $233.26 | $233.19 | -0.03% | 7 | 48% +44% | 11 |