Grand Portfolio
Combined latest 13F portfolios of 86 superinvestors
Latest period: Q2 2026 (reported so far)
Portfolio value: $1,126 B
Sells/reduces reported over the last two quarters (Q1 2026 + Q2 2026) — 1,613 stocks
| Symbol |
Stock |
Sells |
Reduced |
Sold out |
| MIDD |
The Middleby Corp. |
2 |
1 |
1 |
| MIR |
Mirion Technologies, Inc. |
2 |
1 |
1 |
| MLM |
Martin Marietta Materials, Inc. |
2 |
2 |
|
| MMYT |
MakeMyTrip Ltd. |
2 |
1 |
1 |
| MO |
Altria Group, Inc. |
2 |
2 |
|
| MOH |
Molina Healthcare, Inc. |
2 |
2 |
|
| MOS |
The Mosaic Co. |
2 |
2 |
|
| MPLX |
MPLX LP |
2 |
2 |
|
| MRP |
Millrose Properties, Inc. |
2 |
1 |
1 |
| MS |
Morgan Stanley |
2 |
2 |
|
| MSGS |
Madison Square Garden Sports Corp. |
2 |
2 |
|
| MSM |
MSC Industrial Direct Co., Inc. |
2 |
2 |
|
| MT |
ArcelorMittal S.A. |
2 |
2 |
|
| MUR |
Murphy Oil Corp. |
2 |
2 |
|
| MUSA |
Murphy USA Inc. |
2 |
2 |
|
| MZTI |
The Marzetti Co. |
2 |
1 |
1 |
| NFLX |
Netflix, Inc. |
2 |
1 |
1 |
| NG |
NovaGold Resources Inc. |
2 |
2 |
|
| NOK |
Nokia Oyj |
2 |
2 |
|
| NRG |
NRG Energy, Inc. |
2 |
1 |
1 |
| NRP |
Natural Resource Partners L.P. |
2 |
1 |
1 |
| NSSC |
Napco Security Technologies, Inc. |
2 |
1 |
1 |
| NTCT |
NetScout Systems, Inc. |
2 |
2 |
|
| NTR |
Nutrien Ltd. |
2 |
2 |
|
| NTRA |
Natera, Inc. |
2 |
2 |
|
| NTRS |
Northern Trust Corp. |
2 |
2 |
|
| NUVB |
Nuvation Bio Inc. |
2 |
1 |
1 |
| NWSA |
News Corp. |
2 |
2 |
|
| NYT |
The New York Times Co. |
2 |
2 |
|
| ODD |
ODDITY TECH LTD |
2 |
|
2 |
| ON |
ON Semiconductor Corp. |
2 |
1 |
1 |
| OPLN |
OPENLANE, Inc. |
2 |
2 |
|
| ORI |
Old Republic International Corp. |
2 |
2 |
|
| OSIS |
OSI Systems, Inc. |
2 |
2 |
|
| OUT |
OUTFRONT Media Inc. |
2 |
2 |
|
| OVV |
Ovintiv Inc. |
2 |
1 |
1 |
| PANW |
Palo Alto Networks, Inc. |
2 |
1 |
1 |
| PAYC |
Paycom Software, Inc. |
2 |
2 |
|
| PBI |
Pitney Bowes Inc. |
2 |
1 |
1 |
| PCOR |
Procore Technologies, Inc. |
2 |
2 |
|
| PGEN |
Precigen, Inc. |
2 |
1 |
1 |
| PHIN |
PHINIA Inc. |
2 |
2 |
|
| PHM |
PulteGroup, Inc. |
2 |
2 |
|
| PII |
Polaris Inc. |
2 |
2 |
|
| PLAY |
Dave & Buster's Entertainment, Inc. |
2 |
2 |
|
| PLD |
Prologis, Inc. |
2 |
2 |
|
| PLOW |
Douglas Dynamics, Inc. |
2 |
2 |
|
| PNR |
Pentair plc |
2 |
2 |
|
| POOL |
Pool Corp. |
2 |
|
2 |
| POWL |
Powell Industries, Inc. |
2 |
2 |
|
| PRCH |
Porch Group, Inc. |
2 |
1 |
1 |
| PRKS |
United Parks & Resorts Inc. |
2 |
1 |
1 |
| PTEN |
Patterson-UTI Energy, Inc. |
2 |
2 |
|
| PUK |
Prudential plc |
2 |
1 |
1 |
| QSR |
Restaurant Brands International Inc. |
2 |
2 |
|
| QXO |
QXO, Inc. |
2 |
2 |
|
| RDDT |
Reddit, Inc. |
2 |
2 |
|
| RDVT |
RED VIOLET INC |
2 |
|
2 |
| REXR |
Rexford Industrial Realty, Inc. |
2 |
2 |
|
| REZI |
Resideo Technologies, Inc. |
2 |
1 |
1 |
| RH |
RH |
2 |
1 |
1 |
| RIG |
Transocean Ltd. |
2 |
2 |
|
| ROG |
Rogers Corp. |
2 |
2 |
|
| ROK |
Rockwell Automation, Inc. |
2 |
2 |
|
| RYAAY |
Ryanair Holdings plc |
2 |
2 |
|
| RYN |
Rayonier Inc. |
2 |
1 |
1 |
| SABR |
Sabre Corp. |
2 |
2 |
|
| SAIA |
Saia, Inc. |
2 |
1 |
1 |
| SANM |
SANMINA CORPORATION |
2 |
|
2 |
| SAP |
SAP SE |
2 |
2 |
|
| SE |
Sea Ltd. |
2 |
1 |
1 |
| SEE |
|
2 |
1 |
1 |
| SEI |
Solaris Energy Infrastructure, Inc. |
2 |
2 |
|
| SES |
SES AI Corp. |
2 |
2 |
|
| SHG |
Shinhan Financial Group Co., Ltd. |
2 |
2 |
|
| SHOP |
Shopify Inc. |
2 |
2 |
|
| SIRI |
Sirius XM Holdings Inc. |
2 |
2 |
|
| SKYW |
SkyWest, Inc. |
2 |
1 |
1 |
| SMR |
NuScale Power Corp. |
2 |
1 |
1 |
| SNA |
Snap-on Inc. |
2 |
2 |
|
| SNDK |
Sandisk Corp. |
2 |
2 |
|
| SPB |
Spectrum Brands Holdings, Inc. |
2 |
2 |
|
| SPHR |
Sphere Entertainment Co. |
2 |
2 |
|
| SSNC |
SS&C Technologies Holdings, Inc. |
2 |
2 |
|
| STX |
Seagate Technology Holdings plc |
2 |
1 |
1 |
| TALO |
Talos Energy Inc. |
2 |
2 |
|
| TDW |
Tidewater Inc. |
2 |
2 |
|
| TEM |
Tempus AI, Inc. |
2 |
1 |
1 |
| TEVA |
Teva Pharmaceutical Industries Ltd. |
2 |
2 |
|
| TFC |
Truist Financial Corp. |
2 |
2 |
|
| THO |
THOR Industries, Inc. |
2 |
2 |
|
| TMDX |
TransMedics Group, Inc. |
2 |
2 |
|
| TMUS |
T-Mobile US, Inc. |
2 |
2 |
|
| TPC |
Tutor Perini Corp. |
2 |
2 |
|
| TROW |
T. Rowe Price Group, Inc. |
2 |
1 |
1 |
| TRP |
TC Energy Corp. |
2 |
2 |
|
| TRU |
TransUnion |
2 |
1 |
1 |
| TRV |
The Travelers Companies, Inc. |
2 |
2 |
|
| TSCO |
Tractor Supply Co. |
2 |
2 |
|
| TT |
Trane Technologies plc |
2 |
2 |
|