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 — 109 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
NAUT Nautilus Biotechnology, Inc.Dan Polen $3.88 $1.75 -54.90% 1 50% +53% 1
LCID Lucid Group, Inc.Joel Greenblatt $9.53 $4.62 -51.52% 1 42% +33% 1
GTM ZoomInfo Technologies Inc.Joel Greenblatt $5.98 $3.02 -49.50% 1 42% +33% 1
MLI Mueller Industries, Inc.Dan Polen, Joel Greenblatt $110.80 $58.39 -47.30% 2 46% +43% 2
NOBL ProShares S&P 500 Dividend Aristocrats ETFJoel Greenblatt $106.01 $56.30 -46.89% 1 42% +33% 1
NHYM Nuveen High Yield Municipal Income ETFJoel Greenblatt $46.66 $24.98 -46.46% 1 42% +33% 1
TRX TRX Gold Corp.Joel Greenblatt $1.50 $0.81 -46.03% 1 42% +33% 1
CRWD CrowdStrike Holdings, Inc.Duan Yongping $390.41 $210.73 -46.02% 1 58% +114% 2
VRM Vroom, Inc.Bill Miller $13.31 $7.37 -44.63% 1 44% +138% 1
KRMN Karman Holdings Inc.Dan Polen, Joel Greenblatt $80.05 $45.83 -42.75% 2 46% +43% 2
WIX Wix.com Ltd.Henry Ellenbogen, Jeff Ubben $88.49 $52.71 -40.43% 2 45% +26% 2
ORLA Orla Mining Ltd.Joel Greenblatt $15.81 $9.49 -39.97% 1 42% +33% 3
CHTR Charter Communications, Inc.Jean-Marie Eveillard, Joel Greenblatt, John Gunn $215.83 $127.91 -40.74% 3 45% +58% 9
LBRDK Liberty Broadband Corp.Steven Romick $50.30 $30.03 -40.30% 1 49% +104% 4
PAHC Phibro Animal Health Corp.Dan Polen $55.31 $33.04 -40.26% 1 50% +53% 1
FMC FMC Corp.Christopher Browne, Joel Greenblatt $17.22 $10.72 -37.75% 2 52% +45% 2
EPAM EPAM Systems, Inc.Joel Greenblatt $135.40 $84.50 -37.59% 1 42% +33% 1
ZTS Zoetis Inc.David Rolfe, Joel Greenblatt, Robert Goldfarb, William Frels $118.21 $74.07 -37.34% 4 46% +127% 6
AORT Artivion, Inc.Jean-Marie Eveillard $36.62 $23.13 -36.84% 1 43% +70% 2
MVST Microvast Holdings, Inc.Joel Greenblatt $1.50 $0.97 -35.31% 1 42% +33% 1
ABR Arbor Realty Trust, Inc.Bill Miller $7.71 $5.00 -35.15% 1 44% +138% 2
INTU Intuit Inc.Arnold Van Den Berg, David Katz, Donald Yacktman, Joel Greenblatt, Mark Hillman, Nick Train, Richard Pzena $432.38 $282.43 -34.68% 7 52% +53% 12
EQX Equinox Gold Corp.Joel Greenblatt, Lee Ainslie, Ron Muhlenkamp $14.46 $9.50 -34.30% 3 47% +28% 3
FIGS FIGS, Inc.Dan Polen, Joel Greenblatt $14.77 $9.72 -34.19% 2 46% +43% 2
JBS JBS N.V.Christopher Davis, John Gunn $17.96 $11.83 -34.13% 2 44% +41% 3
WLK Westlake Corp.Jean-Marie Eveillard, Joel Greenblatt $116.82 $77.04 -34.05% 2 43% +52% 2
AMPX Amprius Technologies, Inc.Dan Polen, Joel Greenblatt $16.86 $11.12 -34.05% 2 46% +43% 2
AGI Alamos Gold Inc.Joel Greenblatt $44.50 $29.37 -34.00% 1 42% +33% 2
CRCL Circle Internet GroupDan Polen, Duan Yongping, Joel Greenblatt $95.41 $63.22 -33.74% 3 50% +67% 3
GLOB Globant S.A.Joel Greenblatt, Richard Pzena $46.11 $30.92 -32.94% 2 47% +33% 2
YSPY GraniteShares YieldBOOST SPY ETFJoel Greenblatt $22.17 $14.89 -32.86% 1 42% +33% 1
PPTA Perpetua Resources Corp.Joel Greenblatt $28.12 $18.99 -32.47% 1 42% +33% 1
ACN Accenture plcBill Nygren, David Katz, Jean-Marie Eveillard, Joel Greenblatt, Richard Pzena, Wallace Weitz, William Frels $198.29 $134.56 -32.14% 7 48% +59% 11
SHAK Shake Shack Inc.Dan Polen $88.47 $60.09 -32.08% 1 50% +53% 1
BSX Boston Scientific Corp.Joel Greenblatt, Lee Ainslie $62.75 $42.63 -32.06% 2 38% +22% 6
LDOS Leidos Holdings, Inc.Joel Greenblatt, Richard Pzena $155.52 $106.56 -31.48% 2 47% +33% 2
CSGP CoStar Group, Inc.Chuck Akre, Dan Polen, Joel Greenblatt, Mark Hillman $40.34 $27.68 -31.38% 4 49% +52% 7
NOG Northern Oil and Gas, Inc.Arnold Van Den Berg, Joel Greenblatt, Lee Ainslie $29.23 $20.14 -31.10% 3 39% +25% 3
BETR Better Home & Finance Holdings Co.Dan Polen $35.62 $24.56 -31.05% 1 50% +53% 1
BLSH BullishJoel Greenblatt $35.73 $24.85 -30.45% 1 42% +33% 2
MKTX MarketAxess Holdings Inc.Arnold Van Den Berg, Joel Greenblatt $164.98 $114.87 -30.37% 2 42% +33% 3
CTSH Cognizant Technology Solutions Corp.Donald Yacktman, Richard Pzena $61.35 $43.03 -29.86% 2 54% +55% 6
PAYP PayPay Corp.Chase Coleman $21.34 $15.00 -29.71% 1 31% +22% 1
AEM Agnico Eagle Mines Ltd.Jean-Marie Eveillard $203.02 $144.41 -28.87% 1 43% +70% 4
VET Vermilion Energy Inc.Joel Greenblatt $13.78 $9.82 -28.74% 1 42% +33% 1
KTOS Kratos Defense & Security Solutions, Inc.Dan Polen $70.51 $50.36 -28.58% 1 50% +53% 1
GPOR Gulfport Energy Corp.Joel Greenblatt $211.57 $151.49 -28.40% 1 42% +33% 1
OLLI Ollie's Bargain Outlet Holdings, Inc.Joel Greenblatt $92.04 $65.94 -28.36% 1 42% +33% 2
WHR Whirlpool Corp.Sarah Ketterer $53.92 $38.65 -28.32% 1 40% +18% 3
ALB Albemarle Corp.Joel Greenblatt $179.53 $128.75 -28.28% 1 42% +33% 1
VFF Village Farms International, Inc.Joel Greenblatt $2.84 $2.04 -28.17% 1 42% +33% 1
FSLY Fastly, Inc.Dan Polen, Joel Greenblatt $29.06 $20.90 -28.08% 2 46% +43% 2
INSG Inseego Corp.Jean-Marie Eveillard $11.12 $8.01 -27.97% 1 43% +70% 1
PEGA Pegasystems Inc.Joel Greenblatt $42.56 $30.68 -27.91% 1 42% +33% 1
OIS Oil States International, Inc.Joel Greenblatt $11.64 $8.42 -27.66% 1 42% +33% 2
GAU Galiano Gold Inc.Joel Greenblatt $2.51 $1.82 -27.49% 1 42% +33% 1
CE Celanese Corp.John Gunn, Ron Muhlenkamp $65.77 $47.75 -27.40% 2 57% +56% 3
LYB LyondellBasell Industries N.V.Christopher Davis, Joel Greenblatt, Ron Muhlenkamp $80.56 $58.55 -27.32% 3 49% +28% 5
OLN Olin Corp.Christopher Bloomstran, Donald Yacktman, Jean-Marie Eveillard, Joel Greenblatt $29.73 $21.66 -27.14% 4 49% +62% 5
DXC DXC Technology Co.Joel Greenblatt $12.57 $9.16 -27.13% 1 42% +33% 1
BTU Peabody Energy Corp.Joel Greenblatt $32.95 $24.04 -27.04% 1 42% +33% 1
MINE Mayfair Gold Corp.Howard Marks $3.08 $2.25 -26.95% 1 41% +29% 1
IONS Ionis Pharmaceuticals, Inc.Joel Greenblatt $75.09 $54.93 -26.85% 1 42% +33% 2
ODV Osisko Development Corp.Joel Greenblatt $3.25 $2.38 -26.77% 1 42% +33% 1
T AT&T Inc.Joel Greenblatt, John Rogers $28.99 $21.28 -26.60% 2 49% +24% 4
GFI Gold Fields Ltd.Sarah Ketterer $45.40 $33.33 -26.59% 1 40% +18% 2
HII Huntington Ingalls Industries, Inc.Thomas Gayner $379.90 $280.00 -26.30% 1 64% +109% 2
AA Alcoa Corp.Dan Polen, Joel Greenblatt $66.33 $49.06 -26.04% 2 46% +43% 2
AD Array Digital Infrastructure, Inc.Joel Greenblatt $46.14 $34.16 -25.96% 1 42% +33% 2
CRGY Crescent Energy Co.Arnold Van Den Berg, Bill Miller $13.50 $10.01 -25.85% 2 42% +85% 2
QXO QXO, Inc.Dan Polen, Joel Greenblatt, Samantha McLemore $19.42 $14.46 -25.54% 3 48% +35% 5
PPC Pilgrim's Pride Corp.Joel Greenblatt $37.76 $28.22 -25.26% 1 42% +33% 1
AMR Alpha Metallurgical Resources, Inc.Mohnish Pabrai $205.27 $153.94 -25.01% 1 57% +26% 1
BRBR BellRing Brands, Inc.Donald Yacktman, Joel Greenblatt $16.09 $12.10 -24.80% 2 49% +55% 2
CHWY Chewy, Inc.Jean-Marie Eveillard, Joel Greenblatt $27.00 $20.35 -24.63% 2 43% +52% 2
BW Babcock & Wilcox Enterprises, Inc.Dan Polen, Joel Greenblatt $14.69 $11.09 -24.51% 2 46% +43% 3
CRC California Resources Corp.Lee Ainslie $69.22 $52.32 -24.41% 1 34% +10% 2
METCB Ramaco Resources, Inc.Jean-Marie Eveillard $10.20 $7.72 -24.31% 1 43% +70% 1
FLY Firefly Aerospace Inc.Dan Polen $28.47 $21.55 -24.31% 1 50% +53% 1
PATK Patrick Industries, Inc.Joel Greenblatt, William Frels $111.07 $84.28 -24.12% 2 46% +112% 2
RGLD Royal Gold, Inc.Lee Ainslie $254.49 $193.51 -23.96% 1 34% +10% 4
NFLX Netflix, Inc.Bill Nygren, Christopher Bloomstran, Joel Greenblatt, Josh Tarasoff, Robert Goldfarb, Thomas Russo $96.15 $73.53 -23.53% 6 52% +47% 9
BORR Borr Drilling Ltd.Joel Greenblatt $5.77 $4.42 -23.40% 1 42% +33% 1
LULU lululemon athletica inc.Andreas Halvorsen, Joel Greenblatt, Michael Burry $154.69 $117.32 -24.16% 3 36% +20% 5
HCA HCA Healthcare, Inc.Andreas Halvorsen, Joel Greenblatt, Thomas Gayner $473.24 $363.60 -23.17% 3 47% +53% 7
UEC Uranium Energy Corp.Joel Greenblatt $13.50 $10.39 -23.04% 1 42% +33% 1
Z Zillow Group, Inc.Chase Coleman, Irving Kahn, Joel Greenblatt $41.38 $31.86 -23.01% 3 42% +38% 3
PSLV Sprott Physical Silver TrustArnold Van Den Berg $24.39 $18.85 -22.71% 1 41% +32% 1
BLKB Blackbaud, Inc.Joel Greenblatt $38.61 $29.90 -22.56% 1 42% +33% 1
NOC Northrop Grumman Corp.Donald Yacktman $682.24 $528.67 -22.51% 1 55% +77% 3
EYE National Vision Holdings, Inc.Joel Greenblatt $25.90 $20.11 -22.36% 1 42% +33% 2
GCT GigaCloud Technology Inc.Joel Greenblatt $45.38 $35.40 -21.99% 1 42% +33% 1
SIVR abrdn Physical Silver Shares ETFJoel Greenblatt $71.61 $55.89 -21.95% 1 42% +33% 2
MSTR Strategy IncBill Miller $124.80 $97.58 -21.81% 1 44% +138% 1
EQT EQT Corp.Lee Ainslie $63.64 $49.81 -21.73% 1 34% +10% 5
KGC Kinross Gold Corp.Joel Greenblatt, Lee Ainslie $30.52 $23.91 -21.66% 2 38% +22% 4
AMTM Amentum Holdings, Inc.Lee Ainslie $26.08 $20.49 -21.43% 1 34% +10% 3
BL BlackLine, Inc.Glenn Welling $37.00 $29.11 -21.32% 1 30% -13% 1
AG First Majestic Silver Corp.Joel Greenblatt $21.48 $16.93 -21.18% 1 42% +33% 1
TRMB Trimble Inc.Joel Greenblatt $65.23 $51.58 -20.93% 1 42% +33% 1
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