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 — 550 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
DVN Devon Energy Corp.Christopher Browne, Donald Yacktman, Joel Greenblatt, John Armitage $50.32 $43.73 -13.10% 4 55% +50% 5
ALNY Alnylam Pharmaceuticals, Inc.Joel Greenblatt $330.87 $288.06 -12.94% 1 42% +33% 2
MIR Mirion Technologies, Inc.Lee Ainslie $18.59 $16.19 -12.91% 1 34% +10% 3
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
TTD The Trade Desk, Inc.Joel Greenblatt $22.69 $19.79 -12.78% 1 42% +33% 1
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
LBRT Liberty Energy Inc.Joel Greenblatt $28.80 $25.23 -12.40% 1 42% +33% 2
AMRZ Amrize LtdJoel Greenblatt $56.02 $49.10 -12.35% 1 42% +33% 3
POST Post Holdings, Inc.Joel Greenblatt $98.86 $86.70 -12.30% 1 42% +33% 1
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
KOS Kosmos Energy Ltd.Joel Greenblatt $2.78 $2.44 -12.23% 1 42% +33% 1
CEPU Central Puerto S.A.Dan Polen $16.83 $14.78 -12.18% 1 50% +53% 1
CACI CACI International IncJoel Greenblatt $543.87 $477.97 -12.12% 1 42% +33% 1
ECTXF Electrolux Professional AB (publ)Thomas Russo $5.29 $4.65 -12.10% 1 43% 0% 1
LOW Lowe's Companies, Inc.David Katz, Thomas Gayner $236.28 $207.70 -12.10% 2 55% +82% 4
PTC PTC Inc.Joel Greenblatt $142.49 $125.42 -11.98% 1 42% +33% 1
GOGO Gogo Inc.Joel Greenblatt $4.02 $3.54 -11.94% 1 42% +33% 1
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
EMN Eastman Chemical Co.Joel Greenblatt $76.32 $67.21 -11.94% 1 42% +33% 2
FDX FedEx Corp.Andreas Halvorsen, Joel Greenblatt, John Rogers $356.18 $313.74 -11.92% 3 44% +21% 11
B Barrick Mining Corp.Lee Ainslie $40.79 $35.94 -11.89% 1 34% +10% 6
HCC Warrior Met Coal, Inc.Mohnish Pabrai $93.15 $82.12 -11.84% 1 57% +26% 3
INGR Ingredion Inc.Donald Yacktman, Joel Greenblatt $112.66 $99.34 -11.82% 2 49% +55% 2
ISRG Intuitive Surgical, Inc.William Frels $460.99 $407.12 -11.69% 1 50% +191% 4
CNQ Canadian Natural Resources Ltd.Joel Greenblatt, John Armitage, Lee Ainslie $48.72 $43.05 -11.64% 3 46% +25% 4
SFD Smithfield Foods, Inc.Joel Greenblatt $27.97 $24.73 -11.58% 1 42% +33% 1
RMD ResMed Inc.Joel Greenblatt $224.48 $198.50 -11.57% 1 42% +33% 2
VIPS Vipshop Holdings Ltd.John Gunn $15.72 $13.92 -11.45% 1 48% +72% 1
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
SATS EchoStar Corp.Joel Greenblatt $117.07 $103.94 -11.22% 1 42% +33% 3
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
TAK Takeda Pharmaceutical Co. Ltd.Richard Pzena $18.52 $16.49 -10.96% 1 52% +32% 1
BDC Belden Inc.Jean-Marie Eveillard, Joel Greenblatt $114.83 $102.26 -10.95% 2 43% +52% 2
VALE Vale S.A.Richard Pzena $15.91 $14.18 -10.87% 1 52% +32% 2
HUBS HubSpot, Inc.Joel Greenblatt $244.10 $217.59 -10.86% 1 42% +33% 1
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
TTE TotalEnergies SERichard Pzena $89.44 $81.21 -9.20% 1 52% +32% 3
BLDR Builders FirstSource, Inc.Bill Miller, Christopher Bloomstran, Francois Rochon $82.33 $73.51 -10.71% 3 51% +93% 5
ARLP Alliance Resource Partners, L.P.Bill Miller, Christopher Browne $27.65 $24.69 -10.71% 2 53% +98% 2
PTEN Patterson-UTI Energy, Inc.Lee Ainslie $10.83 $9.68 -10.62% 1 34% +10% 3
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
MATV Mativ Holdings, Inc.Jean-Marie Eveillard $8.70 $7.78 -10.57% 1 43% +70% 1
ATEC Alphatec Holdings, Inc.Jean-Marie Eveillard $10.88 $9.74 -10.48% 1 43% +70% 1
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
CAVA CAVA Group, Inc.Joel Greenblatt $80.90 $72.54 -10.33% 1 42% +33% 1
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
ESAB ESAB Corp.Henry Ellenbogen $96.66 $86.72 -10.28% 1 43% 0% 2
TKO TKO Group Holdings, Inc.Joel Greenblatt $201.65 $180.96 -10.26% 1 42% +33% 2
BBW Build-A-Bear Workshop, Inc.Bill Miller $37.45 $33.62 -10.23% 1 44% +138% 1
PTLO Portillo's Inc.Bill Miller, Glenn Welling $5.29 $4.75 -10.21% 2 37% +62% 2
BHC Bausch Health Companies Inc.Joel Greenblatt $5.40 $4.85 -10.19% 1 42% +33% 1
NTR Nutrien Ltd.Christopher Browne $75.46 $67.60 -10.42% 1 61% +57% 3
GTN Gray Media, Inc.Bill Miller $4.34 $3.90 -10.14% 1 44% +138% 1
COIN Coinbase Global, Inc.Samantha McLemore $174.61 $157.37 -9.87% 1 52% +19% 2
WU The Western Union Co.Christopher Browne, Joel Greenblatt $8.73 $7.87 -9.85% 2 52% +45% 2
LOPE Grand Canyon Education, Inc.Joel Greenblatt $170.03 $153.37 -9.80% 1 42% +33% 2
AOS A. O. Smith Corp.Joel Greenblatt $65.94 $59.53 -9.72% 1 42% +33% 1
TALO Talos Energy Inc.Jean-Marie Eveillard $15.76 $14.23 -9.71% 1 43% +70% 3
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
ZIM ZIM Integrated Shipping Services Ltd.David Einhorn $26.35 $23.80 -9.68% 1 43% +17% 3
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
BKV BKV Corp.David Einhorn $28.52 $25.79 -9.57% 1 43% +17% 1
WINA Winmark Corp.Dan Polen $427.55 $386.74 -9.55% 1 50% +53% 2
VITL Vital Farms, Inc.Jean-Marie Eveillard $14.12 $12.78 -9.49% 1 43% +70% 1
CLVT Clarivate PlcJoel Greenblatt $2.53 $2.29 -9.49% 1 42% +33% 2
ULTA Ulta Beauty, Inc.Joel Greenblatt $522.71 $473.33 -9.45% 1 42% +33% 2
JOBY Joby Aviation, Inc.Dan Polen $8.26 $7.48 -9.44% 1 50% +53% 1
CNM Core & Main, Inc.Joel Greenblatt $49.40 $44.74 -9.43% 1 42% +33% 1
NSSC Napco Security Technologies, Inc.Joel Greenblatt $39.39 $35.74 -9.27% 1 42% +33% 2
FUL H.B. Fuller Co.Jean-Marie Eveillard $61.68 $56.06 -9.11% 1 43% +70% 3
FIP FTAI Infrastructure Inc.Jean-Marie Eveillard $4.94 $4.49 -9.11% 1 43% +70% 1
CELC Celcuity Inc.Dan Polen $114.14 $103.79 -9.07% 1 50% +53% 1
CNXC Concentrix Corp.Richard Pzena $27.36 $24.88 -9.06% 1 52% +32% 2
TAL TAL Education GroupSarah Ketterer $11.37 $10.34 -9.06% 1 40% +18% 1
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
SR Spire Inc.Joel Greenblatt $90.54 $82.42 -8.97% 1 42% +33% 1
CAG Conagra Brands, Inc.Mark Hillman $15.72 $14.33 -8.84% 1 51% +32% 3
MDLN Medline Inc.Andreas Halvorsen, Henry Ellenbogen, Joel Greenblatt, John Armitage, Stephen Mandel $44.50 $40.58 -8.81% 5 45% +21% 6
IXC iShares Global Energy ETFJoel Greenblatt $57.61 $52.54 -8.80% 1 42% +33% 1
CG The Carlyle Group Inc.Bill Nygren, John Rogers $48.39 $44.14 -8.78% 2 51% +15% 5
DLX Deluxe Corp.Dan Polen $27.54 $25.15 -8.68% 1 50% +53% 2
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