Copy Invest
Superinvestor profitability rankings and trade signals based on historical performance.
Win rate = % of all positions (open & closed) that are profitable.
Rankings Trade Signals
Open positions within 15% of entry price from investors with ≥50% win rate. Sorted by proximity to entry price.  —  394 signals found. Filter: ≤5% ≤10% ≤15% ≤25%  |  Min WR: 50% 60% 70%
Stock Investor Win
Rate
Avg
Return
Entry
Price
Current
Price
% from
Entry
Super-
investor
Holders
Recent Activity
(Buy / Add / Reduce / Sell)
Net
OMC - Omnicom Group Inc.
John Rogers 54.3% +35.7% $80.75 $80.75 +0.00% 6 1 Buy 3 Add 2 Reduce +2
FSLR - First Solar, Inc.
Dan Polen 50% +30.9% $220.53 $220.58 +0.02% 3 2 Add 1 Reduce +1
BLK - BlackRock, Inc.
Mark Hillman 50.5% +19.3% $1,025.11 $1,025.44 +0.03% 7 3 Add 2 Reduce +1
VBIL - Vanguard 0-3 Month Treasury Bill ETF
Edgar Wachenheim 52.6% +42.9% $75.61 $75.58 -0.04% 2 1 Buy 1 Add +2
MTN - Vail Resorts, Inc.
John Rogers 54.3% +35.7% $147.71 $147.64 -0.05% 5 3 Add 1 Reduce +2
NOC - Northrop Grumman Corp.
Robert Torray 61.2% +78.3% $528.07 $528.67 +0.11% 3 1 Add 1 Reduce 0
DPZ - Domino's Pizza, Inc.
Tom Bancroft 64.8% +51.4% $310.21 $309.85 -0.12% 3 1 Add +1
SGOV - iShares 0-3 Month Treasury Bond ETF
Josh Tarasoff 75% +54.7% $100.66 $100.52 -0.14% 6 1 Buy 3 Add 2 Reduce +2
BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Donald Yacktman 54.8% +47.5% $91.38 $91.51 +0.14% 5 1 Buy 3 Add 1 Reduce +3
META - Meta Platforms, Inc.
Bill Ackman 50% +32.2% $660.09 $661.04 +0.14% 31 3 Buy 13 Add 13 Reduce +3
BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
Dan Polen 50% +30.9% $91.64 $91.51 -0.14% 5 1 Buy 3 Add 1 Reduce +3
SGOV - iShares 0-3 Month Treasury Bond ETF
Christopher Bloomstran 55.6% +48.8% $100.67 $100.52 -0.15% 6 1 Buy 3 Add 2 Reduce +2
ADTN - ADTRAN Holdings, Inc.
Dan Polen 50% +30.9% $12.58 $12.60 +0.16% 2 1 Buy 1 Add +2
ANNX - Annexon, Inc.
Dan Polen 50% +30.9% $5.54 $5.55 +0.18% 1 1 Buy +1
UBER - Uber Technologies, Inc.
Pat Dorsey 67.4% +49.9% $71.93 $72.08 +0.21% 12 1 Buy 8 Add 2 Reduce +7
HSY - The Hershey Co.
Mark Hillman 50.5% +19.3% $171.03 $171.46 +0.25% 5 3 Add 2 Reduce +1
EPD - Enterprise Products Partners L.P.
Thomas Gayner 63.7% +87.6% $37.84 $37.73 -0.29% 8 2 Buy 2 Add 1 Reduce +3
NOW - ServiceNow, Inc.
Chuck Akre 52.4% +36.8% $104.55 $104.85 +0.29% 7 3 Buy 3 Add 1 Reduce +5
NOW - ServiceNow, Inc.
Mark Hillman 50.5% +19.3% $104.55 $104.85 +0.29% 7 3 Buy 3 Add 1 Reduce +5
HSIC - Henry Schein, Inc.
Richard Pzena 52% +28.2% $87.19 $86.91 -0.32% 6 1 Buy 2 Add 2 Reduce +1
NVR - NVR, Inc.
Warren Buffett 51.9% +32.3% $6,350.62 $6,378.80 +0.44% 4 2 Add 1 Reduce +1
ZTO - ZTO Express (Cayman) Inc.
Richard Pzena 52% +28.2% $24.17 $24.03 -0.58% 1 1 Reduce -1
TECH - Bio-Techne Corp.
Wallace Weitz 52.6% +23.8% $71.65 $71.23 -0.59% 6 3 Add 3 Reduce 0
FERG - Ferguson Enterprises Inc.
Wallace Weitz 52.6% +23.8% $233.26 $234.68 +0.61% 12 1 Buy 6 Add 3 Reduce +4
TEM - Tempus AI, Inc.
Duan Yongping 57.8% +50.1% $59.05 $58.67 -0.64% 3 1 Buy 1 Add 1 Reduce +1
IGOV - iShares International Treasury Bond ETF
Mark Hillman 50.5% +19.3% $41.06 $40.79 -0.65% 1 1 Buy +1
DIS - The Walt Disney Co.
Duan Yongping 57.8% +50.1% $96.60 $95.87 -0.76% 23 1 Buy 10 Add 10 Reduce +1
SPOT - Spotify Technology S.A.
Robert Vinall 59.1% +67.2% $484.91 $481.06 -0.79% 9 4 Buy 4 Add +8
SPOT - Spotify Technology S.A.
William von Mueffling 57.1% +45.2% $484.91 $481.06 -0.79% 9 4 Buy 4 Add +8
IDXX - IDEXX Laboratories, Inc.
Dan Polen 50% +30.9% $536.34 $540.68 +0.81% 7 2 Add 4 Reduce -2
UBER - Uber Technologies, Inc.
William von Mueffling 57.1% +45.2% $72.68 $72.08 -0.83% 12 1 Buy 8 Add 2 Reduce +7
HAL - Halliburton Co.
Richard Pzena 52% +28.2% $35.72 $35.42 -0.84% 3 1 Buy 1 Add 1 Reduce +1
AAP - Advance Auto Parts, Inc.
Richard Pzena 52% +28.2% $55.93 $55.41 -0.93% 3 2 Add 1 Reduce +1
DNOW - DNOW Inc.
Richard Pzena 52% +28.2% $13.25 $13.12 -0.98% 4 2 Buy 1 Add 1 Reduce +2
UBER - Uber Technologies, Inc.
Bill Ackman 50% +32.2% $72.86 $72.08 -1.07% 12 1 Buy 8 Add 2 Reduce +7
IE - Ivanhoe Electric Inc.
Dan Polen 50% +30.9% $9.07 $9.17 +1.10% 1 1 Reduce -1
METC - Ramaco Resources, Inc.
Dan Polen 50% +30.9% $13.14 $12.99 -1.14% 1 1 Add +1
TRIP - Tripadvisor, Inc.
Mason Hawkins 53.7% +29.5% $14.17 $14.00 -1.20% 4 2 Buy 1 Add 1 Reduce +2
PEP - PepsiCo, Inc.
Irving Kahn 51.3% +66.9% $137.10 $135.45 -1.20% 15 4 Add 7 Reduce -3
BAX - Baxter International Inc.
Christopher Browne 60.5% +44.6% $22.07 $21.80 -1.25% 9 1 Buy 5 Add 2 Reduce +4
CPRT - Copart, Inc.
Francois Rochon 54.4% +72% $27.18 $27.52 +1.25% 7 2 Add 4 Reduce -2
SONY - Sony Group Corp.
Thomas Gayner 63.7% +87.6% $20.54 $20.80 +1.28% 1 0
WU - The Western Union Co.
Christopher Browne 60.5% +44.6% $7.99 $7.88 -1.38% 2 2 Add +2
IR - Ingersoll Rand Inc.
Wallace Weitz 52.6% +23.8% $80.12 $79.01 -1.39% 3 1 Buy 2 Add +3
TRUP - Trupanion, Inc.
Josh Tarasoff 75% +54.7% $25.46 $25.82 +1.41% 3 1 Add 1 Reduce 0
CSL - Carlisle Companies Inc.
Nicolai Tangen 64.9% +61.9% $333.62 $338.35 +1.42% 5 2 Buy 2 Add 1 Reduce +3
EEFT - Euronet Worldwide, Inc.
Wallace Weitz 52.6% +23.8% $76.11 $77.22 +1.46% 2 1 Add +1
LRN - Stride, Inc.
Dan Polen 50% +30.9% $88.17 $86.88 -1.46% 3 2 Buy +2
RELX - Relx Plc
Nicolai Tangen 64.9% +61.9% $33.14 $32.65 -1.48% 4 2 Buy 1 Add 1 Reduce +2
APD - Air Products and Chemicals, Inc.
Mark Hillman 50.5% +19.3% $304.17 $299.40 -1.57% 8 1 Buy 2 Add 5 Reduce -2
MDT - Medtronic plc
Richard Pzena 52% +28.2% $80.62 $79.30 -1.64% 10 1 Buy 3 Add 5 Reduce -1
FBIN - Fortune Brands Innovations, Inc.
Mason Hawkins 53.7% +29.5% $51.48 $50.62 -1.67% 5 2 Add 3 Reduce -1
PRAX - Praxis Precision Medicines, Inc.
Dan Polen 50% +30.9% $322.19 $327.68 +1.70% 1 1 Buy +1
MDT - Medtronic plc
Dan Polen 50% +30.9% $80.74 $79.30 -1.78% 10 1 Buy 3 Add 5 Reduce -1
MMI - Marcus & Millichap, Inc.
Richard Pzena 52% +28.2% $29.34 $29.87 +1.81% 2 1 Buy 1 Add +2
ORCL - Oracle Corp.
William von Mueffling 57.1% +45.2% $125.61 $127.94 +1.85% 13 1 Buy 6 Add 5 Reduce +2
SOFI - SoFi Technologies, Inc.
Dan Polen 50% +30.9% $18.21 $18.55 +1.87% 3 1 Add 1 Reduce 0
Mason Hawkins 53.7% +29.5% $37.56 $36.85 -1.89% 3 2 Reduce -2
IBM - International Business Machines Corp.
Irving Kahn 51.3% +66.9% $221.32 $217.07 -1.92% 5 3 Add 1 Reduce +2
HHH - Howard Hughes Holdings Inc.
Bill Ackman 50% +32.2% $70.67 $72.05 +1.96% 2 1 Reduce -1
BKSY - BlackSky Technology Inc.
Dan Polen 50% +30.9% $25.16 $25.67 +2.03% 1 1 Buy +1
HOLX -
Richard Pzena 52% +28.2% $74.49 $76.01 +2.04% 1 1 Reduce -1
RYAN - Ryan Specialty Holdings, Inc.
Robert Torray 61.2% +78.3% $40.35 $41.18 +2.06% 3 3 Add +3
KT - KT Corp.
Christopher Browne 60.5% +44.6% $17.71 $17.34 -2.09% 2 1 Buy 1 Add +2
HALO - Halozyme Therapeutics, Inc.
Richard Pzena 52% +28.2% $73.34 $75.05 +2.33% 3 2 Add 1 Reduce +1
VMC - Vulcan Materials Co.
John Armitage 60.6% +27% $285.22 $291.89 +2.34% 6 3 Add 2 Reduce +1
REAL - The RealReal, Inc.
Dan Polen 50% +30.9% $10.63 $10.88 +2.35% 2 1 Add 1 Reduce 0
MSFT - Microsoft Corp.
Chris Hohn 59.6% +50.8% $376.04 $384.93 +2.36% 40 2 Buy 18 Add 19 Reduce +1
STZ - Constellation Brands, Inc.
Mason Hawkins 53.7% +29.5% $134.67 $131.34 -2.47% 9 1 Buy 4 Add 3 Reduce +2
ETSY - Etsy, Inc.
Paul Singer 51.8% +38.3% $81.05 $83.06 +2.48% 2 1 Add +1
GPC - Genuine Parts Co.
Richard Pzena 52% +28.2% $119.14 $122.16 +2.53% 6 2 Add 2 Reduce 0
MSFT - Microsoft Corp.
Duan Yongping 57.8% +50.1% $375.39 $384.93 +2.54% 40 2 Buy 18 Add 19 Reduce +1
WY - Weyerhaeuser Co.
Thomas Gayner 63.7% +87.6% $24.43 $23.80 -2.58% 5 1 Buy 2 Add 1 Reduce +2
PG - The Procter & Gamble Co.
Irving Kahn 51.3% +66.9% $150.00 $146.08 -2.61% 10 4 Add 6 Reduce -2
TMO - Thermo Fisher Scientific Inc.
Nick Train 75% +109.9% $520.23 $534.07 +2.66% 13 8 Add 3 Reduce +5
TSN - Tyson Foods, Inc.
Christopher Browne 60.5% +44.6% $55.94 $57.48 +2.75% 7 7 Add +7
MCHP - Microchip Technology Inc.
Ron Muhlenkamp 65.3% +35.6% $89.59 $87.11 -2.77% 3 1 Add 1 Reduce 0
OPEN - Opendoor Technologies Inc.
Dan Polen 50% +30.9% $4.68 $4.55 -2.78% 1 1 Buy +1
ZTS - Zoetis Inc.
Dan Polen 50% +30.9% $72.04 $74.07 +2.82% 6 1 Buy 3 Add 2 Reduce +2
RCL - Royal Caribbean Cruises Ltd.
John Rogers 54.3% +35.7% $275.18 $283.09 +2.87% 2 1 Buy 1 Add +2
EFX - Equifax Inc.
Nick Train 75% +109.9% $171.91 $166.93 -2.90% 10 5 Add 4 Reduce +1
CRM - Salesforce, Inc.
Dan Polen 50% +30.9% $162.64 $167.56 +3.03% 12 1 Buy 5 Add 5 Reduce +1
APD - Air Products and Chemicals, Inc.
Nicolai Tangen 64.9% +61.9% $290.49 $299.40 +3.07% 8 1 Buy 2 Add 5 Reduce -2
SHEN - Shenandoah Telecommunications Co.
Mason Hawkins 53.7% +29.5% $12.57 $12.18 -3.10% 1 0
MCO - Moody's Corp.
John Armitage 60.6% +27% $510.85 $494.73 -3.16% 18 1 Buy 4 Add 7 Reduce -2
SLB - Slb N.V.
Ron Muhlenkamp 65.3% +35.6% $49.12 $47.54 -3.22% 10 4 Add 4 Reduce 0
AEBI - Aebi Schmidt Holdings AG
Richard Pzena 52% +28.2% $12.47 $12.06 -3.29% 4 1 Add 2 Reduce -1
ABNB - Airbnb, Inc.
Chuck Akre 52.4% +36.8% $151.63 $146.54 -3.36% 6 1 Buy 2 Add 3 Reduce 0
DECK - Deckers Outdoor Corp.
Christopher Bloomstran 55.6% +48.8% $103.07 $106.60 +3.42% 3 3 Add +3
FWONK - Formula One Group
William von Mueffling 57.1% +45.2% $104.45 $100.87 -3.43% 4 3 Reduce -3
DIS - The Walt Disney Co.
Harry Burn 51.1% +22.8% $99.29 $95.87 -3.44% 23 1 Buy 10 Add 10 Reduce +1
REGN - Regeneron Pharmaceuticals, Inc.
Mason Hawkins 53.7% +29.5% $634.23 $656.12 +3.45% 4 1 Add 3 Reduce -2
MORN - Morningstar, Inc.
Robert Vinall 59.1% +67.2% $176.70 $170.48 -3.52% 2 1 Buy 1 Add +2
PEP - PepsiCo, Inc.
Robert Torray 61.2% +78.3% $140.44 $135.45 -3.55% 15 4 Add 7 Reduce -3
PEP - PepsiCo, Inc.
Paul Singer 51.8% +38.3% $140.44 $135.45 -3.55% 15 4 Add 7 Reduce -3
TSHA - Taysha Gene Therapies, Inc.
Dan Polen 50% +30.9% $5.50 $5.70 +3.64% 1 1 Add +1
DOW - Dow Inc.
Richard Pzena 52% +28.2% $29.24 $30.31 +3.66% 3 2 Reduce -2
BKD - Brookdale Senior Living Inc.
Martin Whitman 56.3% +42% $13.68 $14.19 +3.73% 4 1 Buy 1 Add 2 Reduce 0
MHK - Mohawk Industries, Inc.
Harry Burn 51.1% +22.8% $114.18 $109.92 -3.73% 6 1 Buy 1 Add 4 Reduce -2
BMRN - BioMarin Pharmaceutical Inc.
Robert Torray 61.2% +78.3% $56.49 $58.64 +3.81% 4 1 Buy 1 Add 2 Reduce 0
YUMC - Yum China Holdings, Inc.
Robert Vinall 59.1% +67.2% $45.02 $43.30 -3.82% 3 2 Reduce -2
YUMC - Yum China Holdings, Inc.
Francois Rochon 54.4% +72% $45.02 $43.30 -3.82% 3 2 Reduce -2
OXY - Occidental Petroleum Corp.
Warren Buffett 51.9% +32.3% $56.74 $54.57 -3.82% 6 3 Reduce -3
POOL - Pool Corp.
Wallace Weitz 52.6% +23.8% $202.33 $210.07 +3.83% 3 1 Buy 1 Add +2
ARCO - Arcos Dorados Holdings Inc.
Richard Pzena 52% +28.2% $7.89 $8.20 +3.93% 2 1 Add +1
GPGI - GPGI, Inc.
Dan Polen 50% +30.9% $14.09 $14.65 +3.97% 2 1 Add 1 Reduce 0
ET - Energy Transfer LP
Glenn Greenberg 54.8% +33.4% $19.30 $20.07 +3.99% 5 2 Buy 1 Add 1 Reduce +2
MSFT - Microsoft Corp.
Richard Pzena 52% +28.2% $370.17 $384.93 +3.99% 40 2 Buy 18 Add 19 Reduce +1
MSFT - Microsoft Corp.
Bill Ackman 50% +32.2% $370.17 $384.93 +3.99% 40 2 Buy 18 Add 19 Reduce +1
ICLR - ICON Public Ltd. Co.
Ron Muhlenkamp 65.3% +35.6% $175.00 $167.97 -4.02% 8 3 Buy 3 Add 2 Reduce +4
CNA - CNA Financial Corp.
Robert Torray 61.2% +78.3% $48.94 $50.91 +4.03% 2 1 Add 1 Reduce 0
NCLH - Norwegian Cruise Line Holdings Ltd.
Paul Singer 51.8% +38.3% $18.70 $19.46 +4.06% 5 2 Buy 2 Add 1 Reduce +3
BWX - State Street SPDR Bloomberg International Treasury Bond ETF
Mark Hillman 50.5% +19.3% $22.53 $21.59 -4.17% 1 1 Add +1
ACHC - Acadia Healthcare Co., Inc.
Abrams Bison 65.3% +47.7% $30.32 $31.60 +4.22% 4 3 Add +3
MCO - Moody's Corp.
Glenn Greenberg 54.8% +33.4% $474.59 $494.73 +4.24% 18 1 Buy 4 Add 7 Reduce -2
MTD - Mettler-Toledo International Inc.
Terry Smith 73% +67.1% $1,373.19 $1,314.83 -4.25% 3 2 Add 1 Reduce +1
BCC - Boise Cascade Co.
Martin Whitman 56.3% +42% $77.38 $74.09 -4.25% 4 2 Add 1 Reduce +1
BAX - Baxter International Inc.
Edgar Wachenheim 52.6% +42.9% $22.77 $21.80 -4.26% 9 1 Buy 5 Add 2 Reduce +4
PFE - Pfizer Inc.
Robert Torray 61.2% +78.3% $25.34 $24.25 -4.30% 10 1 Buy 3 Add 6 Reduce -2
ALLY - Ally Financial Inc.
Warren Buffett 51.9% +32.3% $43.48 $45.35 +4.30% 4 1 Buy 1 Reduce 0
SDRL - Seadrill Ltd.
Paul Singer 51.8% +38.3% $41.27 $43.06 +4.34% 3 2 Add 1 Reduce +1
WMB - The Williams Companies, Inc.
Nicolai Tangen 64.9% +61.9% $72.78 $75.98 +4.40% 4 1 Buy 2 Add 1 Reduce +2
CVNA - Carvana Co.
Dan Polen 50% +30.9% $67.39 $70.38 +4.44% 8 4 Add 4 Reduce 0
IQV - IQVIA Holdings Inc.
Thomas Gayner 63.7% +87.6% $198.89 $207.83 +4.49% 5 2 Add 2 Reduce 0
SOLV - Solventum Corp.
Richard Pzena 52% +28.2% $73.00 $76.28 +4.49% 5 3 Add 1 Reduce +2
DLO - DLocal Ltd.
Dan Polen 50% +30.9% $15.57 $14.84 -4.69% 2 1 Add 1 Reduce 0
PYPL - PayPal Holdings, Inc.
Donald Yacktman 54.8% +47.5% $45.23 $47.37 +4.73% 8 2 Buy 2 Add 3 Reduce +1
SEG - Seaport Entertainment Group Inc.
Bill Ackman 50% +32.2% $27.42 $26.12 -4.74% 2 1 Add +1
ANIP - ANI Pharmaceuticals, Inc.
Dan Polen 50% +30.9% $76.90 $80.55 +4.75% 2 1 Buy 1 Reduce 0
CMCSA - Comcast Corp.
Glenn Greenberg 54.8% +33.4% $24.35 $23.19 -4.78% 15 1 Buy 7 Add 4 Reduce +4
IBIT - iShares Bitcoin Trust ETF
Samantha McLemore 51.8% +26% $38.42 $36.58 -4.79% 2 1 Buy 1 Add +2
STZ - Constellation Brands, Inc.
Richard Pzena 52% +28.2% $137.96 $131.34 -4.80% 9 1 Buy 4 Add 3 Reduce +2
PPG - PPG Industries, Inc.
Richard Pzena 52% +28.2% $109.35 $114.66 +4.86% 4 3 Add +3
CME - CME Group Inc.
Thomas Gayner 63.7% +87.6% $232.23 $243.61 +4.90% 6 2 Add 4 Reduce -2
CME - CME Group Inc.
John Armitage 60.6% +27% $232.23 $243.61 +4.90% 6 2 Add 4 Reduce -2
PG - The Procter & Gamble Co.
Terry Smith 73% +67.1% $139.14 $146.08 +4.99% 10 4 Add 6 Reduce -2
WHD - Cactus, Inc.
Tom Bancroft 64.8% +51.4% $50.09 $52.60 +5.01% 2 1 Add 1 Reduce 0
VEEV - Veeva Systems Inc.
Robert Torray 61.2% +78.3% $183.79 $193.09 +5.06% 3 3 Add +3
KSPI - Joint Stock Co. Kaspi.kz
Mason Hawkins 53.7% +29.5% $84.89 $89.19 +5.07% 5 2 Add 2 Reduce 0
BKNG - Booking Holdings Inc.
Pat Dorsey 67.4% +49.9% $184.28 $174.85 -5.12% 8 4 Add 4 Reduce 0
NYT - The New York Times Co.
John Armitage 60.6% +27% $69.42 $72.98 +5.13% 5 2 Add 2 Reduce 0
TAK - Takeda Pharmaceutical Co. Ltd.
Richard Pzena 52% +28.2% $15.59 $16.39 +5.13% 1 1 Add +1
NYT - The New York Times Co.
Warren Buffett 51.9% +32.3% $69.42 $72.98 +5.13% 5 2 Add 2 Reduce 0
HCA - HCA Healthcare, Inc.
Richard Pzena 52% +28.2% $345.55 $363.60 +5.22% 7 3 Add 4 Reduce -1
MCHI - iShares MSCI China ETF
Dan Polen 50% +30.9% $56.18 $53.23 -5.25% 2 1 Buy 1 Add +2
MRSH - Marsh & McLennan Companies, Inc.
Nicolai Tangen 64.9% +61.9% $188.08 $178.05 -5.33% 9 2 Buy 3 Add 4 Reduce +1
SYK - Stryker Corp.
Nicolai Tangen 64.9% +61.9% $328.59 $311.07 -5.33% 5 1 Buy 1 Add 3 Reduce -1
SEE -
Christopher Browne 60.5% +44.6% $40.00 $42.15 +5.37% 3 1 Add 1 Reduce 0
TME - Tencent Music Entertainment Group
Li Lu 65.2% +59% $9.28 $8.78 -5.39% 4 1 Buy 3 Reduce -2
UHS - Universal Health Services, Inc.
Richard Pzena 52% +28.2% $152.44 $144.23 -5.39% 3 2 Add 1 Reduce +1
VST - Vistra Corp.
Harry Burn 51.1% +22.8% $150.33 $158.43 +5.39% 4 1 Buy 3 Add +4
LIN - Linde plc
John Armitage 60.6% +27% $495.76 $522.54 +5.40% 8 2 Buy 3 Add 1 Reduce +4
SMG - The Scotts Miracle-Gro Co.
John Rogers 54.3% +35.7% $60.81 $64.12 +5.44% 4 2 Buy 1 Reduce +1
BMY - Bristol-Myers Squibb Co.
John Rogers 54.3% +35.7% $53.94 $56.95 +5.58% 9 2 Add 7 Reduce -5
AWI - Armstrong World Industries, Inc.
John Armitage 60.6% +27% $164.80 $155.53 -5.63% 3 1 Buy 2 Add +3
DEO - Diageo plc
Thomas Gayner 63.7% +87.6% $85.83 $80.94 -5.70% 8 1 Buy 4 Add 2 Reduce +3
AMPX - Amprius Technologies, Inc.
Dan Polen 50% +30.9% $10.52 $11.12 +5.70% 2 1 Buy 1 Add +2
MA - Mastercard Inc.
Nicolai Tangen 64.9% +61.9% $570.88 $538.02 -5.76% 22 2 Buy 5 Add 11 Reduce -4
ACGL - Arch Capital Group Ltd.
John Armitage 60.6% +27% $95.99 $101.53 +5.77% 3 1 Buy 1 Add 1 Reduce +1
GGAL - Grupo Financiero Galicia S.A.
Dan Polen 50% +30.9% $53.94 $50.80 -5.82% 1 1 Reduce -1
VSNT - Versant Media Group, Inc.
Christopher Browne 60.5% +44.6% $37.02 $34.80 -6.00% 5 5 Buy +5
RLI - RLI Corp.
John Rogers 54.3% +35.7% $63.98 $60.14 -6.00% 3 2 Add +2
TRMLF - Tourmaline Oil Corp.
Irving Kahn 51.3% +66.9% $46.28 $43.48 -6.05% 1 0
RIOT - Riot Platforms, Inc.
Leopold Aschenbrenner 64.4% +96.4% $19.03 $20.19 +6.10% 1 1 Add +1
NCLH - Norwegian Cruise Line Holdings Ltd.
Samantha McLemore 51.8% +26% $20.74 $19.46 -6.17% 5 2 Buy 2 Add 1 Reduce +3
IFF - International Flavors & Fragrances Inc.
Mark Hillman 50.5% +19.3% $79.59 $74.67 -6.18% 7 3 Add 3 Reduce 0
ABT - Abbott Laboratories
Dan Polen 50% +30.9% $83.67 $88.96 +6.32% 7 1 Buy 2 Add 2 Reduce +1
AMR - Alpha Metallurgical Resources, Inc.
Mohnish Pabrai 57.1% +59% $164.36 $153.94 -6.34% 1 1 Add +1
TFX - Teleflex Inc.
Abrams Bison 65.3% +47.7% $122.36 $130.16 +6.37% 4 1 Buy 2 Add 1 Reduce +2
PKG - Packaging Corp. of America
Harry Burn 51.1% +22.8% $212.22 $225.76 +6.38% 2 1 Buy 1 Reduce 0
OCFC - OceanFirst Financial Corp.
Martin Whitman 56.3% +42% $18.10 $19.26 +6.41% 1 1 Add +1
PM - Philip Morris International Inc.
Christopher Bloomstran 55.6% +48.8% $165.34 $175.95 +6.42% 11 1 Buy 1 Add 7 Reduce -5
LEN - Lennar Corp.
Glenn Greenberg 54.8% +33.4% $78.58 $83.71 +6.53% 5 2 Add 2 Reduce 0
KVUE - Kenvue Inc.
Christopher Browne 60.5% +44.6% $20.08 $18.76 -6.57% 4 1 Buy 2 Add 1 Reduce +2
TSLA - Tesla, Inc.
Duan Yongping 57.8% +50.1% $371.75 $396.18 +6.57% 7 2 Buy 2 Add 3 Reduce +1
KVUE - Kenvue Inc.
Donald Yacktman 54.8% +47.5% $20.08 $18.76 -6.57% 4 1 Buy 2 Add 1 Reduce +2
GNRC - Generac Holdings Inc.
John Rogers 54.3% +35.7% $210.94 $225.12 +6.72% 8 1 Buy 5 Reduce -4
URBN - Urban Outfitters, Inc.
Abrams Bison 65.3% +47.7% $75.26 $70.19 -6.74% 2 1 Add 1 Reduce 0
TSN - Tyson Foods, Inc.
Thomas Gayner 63.7% +87.6% $61.64 $57.48 -6.75% 7 7 Add +7
MRP - Millrose Properties, Inc.
Glenn Greenberg 54.8% +33.4% $26.51 $28.33 +6.87% 3 2 Add 1 Reduce +1
VELO - Velo3D, Inc.
Dan Polen 50% +30.9% $13.74 $12.79 -6.91% 1 1 Add +1
FSV - FirstService Corp.
Martin Whitman 56.3% +42% $155.53 $144.71 -6.96% 2 2 Add +2
UL - Unilever PLC
Christopher Browne 60.5% +44.6% $65.40 $60.84 -6.97% 5 1 Buy 2 Add 2 Reduce +1
UL - Unilever PLC
Donald Yacktman 54.8% +47.5% $65.40 $60.84 -6.97% 5 1 Buy 2 Add 2 Reduce +1
WINA - Winmark Corp.
Dan Polen 50% +30.9% $404.94 $376.66 -6.98% 2 1 Add 1 Reduce 0
QCOM - QUALCOMM Inc.
Harry Burn 51.1% +22.8% $166.36 $178.10 +7.06% 6 3 Add 3 Reduce 0
BMI - Badger Meter, Inc.
Terry Smith 73% +67.1% $152.35 $141.46 -7.15% 3 1 Buy 2 Add +3
OMC - Omnicom Group Inc.
Harry Burn 51.1% +22.8% $75.31 $80.75 +7.22% 6 1 Buy 3 Add 2 Reduce +2
NTNX - Nutanix, Inc.
Terry Smith 73% +67.1% $51.69 $55.47 +7.31% 2 1 Add 1 Reduce 0
ARLO - Arlo Technologies, Inc.
Dan Polen 50% +30.9% $14.23 $13.19 -7.31% 2 2 Buy +2
EMBJ - Embraer S.A.
John Armitage 60.6% +27% $60.45 $64.91 +7.38% 3 1 Buy 1 Add 1 Reduce +1
SSNC - SS&C Technologies Holdings, Inc.
Richard Pzena 52% +28.2% $72.12 $66.79 -7.39% 4 2 Add 2 Reduce 0
SNPS - Synopsys, Inc.
Duan Yongping 57.8% +50.1% $396.48 $425.90 +7.42% 5 1 Buy 2 Add 1 Reduce +2
FN - Fabrinet
Dan Polen 50% +30.9% $521.52 $482.78 -7.43% 5 2 Buy 2 Add 1 Reduce +3
SPOT - Spotify Technology S.A.
Dan Polen 50% +30.9% $447.38 $481.06 +7.53% 9 4 Buy 4 Add +8
BC - Brunswick Corp.
Thomas Gayner 63.7% +87.6% $83.82 $77.50 -7.54% 4 1 Buy 2 Add 1 Reduce +2
AON - Aon plc
Donald Yacktman 54.8% +47.5% $333.72 $358.89 +7.54% 12 1 Buy 6 Add 3 Reduce +4
VTOL - Bristow Group Inc.
Dan Polen 50% +30.9% $46.89 $43.35 -7.55% 2 1 Buy 1 Add +2
IQV - IQVIA Holdings Inc.
William von Mueffling 57.1% +45.2% $193.14 $207.83 +7.61% 5 2 Add 2 Reduce 0
EXP - Eagle Materials Inc.
Thomas Gayner 63.7% +87.6% $221.93 $204.99 -7.63% 4 1 Add 2 Reduce -1
APO - Apollo Global Management, Inc.
Glenn Greenberg 54.8% +33.4% $111.42 $119.93 +7.64% 5 1 Buy 2 Reduce -1
MA - Mastercard Inc.
Christopher Bloomstran 55.6% +48.8% $499.78 $538.02 +7.65% 22 2 Buy 5 Add 11 Reduce -4
NOV - NOV Inc.
Edgar Wachenheim 52.6% +42.9% $20.90 $19.30 -7.66% 6 2 Add 4 Reduce -2
TEM - Tempus AI, Inc.
Samantha McLemore 51.8% +26% $63.54 $58.67 -7.66% 3 1 Buy 1 Add 1 Reduce +1
MA - Mastercard Inc.
Boykin Curry 70.1% +61.4% $499.66 $538.02 +7.68% 22 2 Buy 5 Add 11 Reduce -4
SW - Smurfit Westrock Plc
Harry Burn 51.1% +22.8% $39.85 $42.91 +7.68% 4 1 Buy 2 Add 1 Reduce +2
FERG - Ferguson Enterprises Inc.
John Armitage 60.6% +27% $217.75 $234.68 +7.77% 12 1 Buy 6 Add 3 Reduce +4
CVX - Chevron Corp.
John Rogers 54.3% +35.7% $168.62 $181.76 +7.79% 13 2 Buy 3 Add 6 Reduce -1
WTW - Willis Towers Watson Public Ltd. Co.
Dan Polen 50% +30.9% $313.24 $288.74 -7.82% 8 4 Add 3 Reduce +1
OFRM - Once Upon A Farm, PBC
Dan Polen 50% +30.9% $16.35 $17.63 +7.83% 1 1 Buy +1
EFX - Equifax Inc.
Nicolai Tangen 64.9% +61.9% $181.13 $166.93 -7.84% 10 5 Add 4 Reduce +1
MSI - Motorola Solutions, Inc.
Robert Torray 61.2% +78.3% $449.63 $413.71 -7.99% 8 2 Add 3 Reduce -1
VALE - Vale S.A.
Richard Pzena 52% +28.2% $15.86 $14.59 -8.01% 2 1 Add +1
ALC - Alcon Inc.
Nicolai Tangen 64.9% +61.9% $61.85 $66.86 +8.10% 3 1 Buy 1 Add 1 Reduce +1
CEPT - Cantor Equity Partners II Inc
Dan Polen 50% +30.9% $10.89 $11.78 +8.13% 1 1 Buy +1
SUI - Sun Communities, Inc.
Martin Whitman 56.3% +42% $130.46 $119.78 -8.19% 4 1 Add 3 Reduce -2
SBUX - Starbucks Corp.
Dan Polen 50% +30.9% $98.09 $106.17 +8.24% 7 1 Buy 1 Add 4 Reduce -2
HVT - Haverty Furniture Companies, Inc.
Richard Pzena 52% +28.2% $27.47 $25.19 -8.30% 1 1 Add +1
QXO - QXO, Inc.
Samantha McLemore 51.8% +26% $15.77 $14.46 -8.31% 5 2 Buy 1 Add 2 Reduce +1
MELI - MercadoLibre, Inc.
Thomas Gayner 63.7% +87.6% $1,729.02 $1,873.88 +8.38% 8 3 Buy 4 Add 1 Reduce +6
KTOS - Kratos Defense & Security Solutions, Inc.
Dan Polen 50% +30.9% $46.45 $50.36 +8.42% 1 1 Add +1
KMX - CarMax, Inc.
Thomas Gayner 63.7% +87.6% $60.89 $55.73 -8.47% 6 2 Add 3 Reduce -1
MDT - Medtronic plc
Harry Burn 51.1% +22.8% $86.65 $79.30 -8.48% 10 1 Buy 3 Add 5 Reduce -1
ERO - Ero Copper Corp.
Dan Polen 50% +30.9% $28.29 $25.89 -8.48% 3 1 Buy 1 Add +2
DIS - The Walt Disney Co.
Christopher Bloomstran 55.6% +48.8% $104.79 $95.87 -8.51% 23 1 Buy 10 Add 10 Reduce +1
MSFT - Microsoft Corp.
Irving Kahn 51.3% +66.9% $420.97 $384.93 -8.56% 40 2 Buy 18 Add 19 Reduce +1
CLX - The Clorox Co.
Mark Hillman 50.5% +19.3% $103.63 $94.75 -8.57% 7 3 Buy 1 Add 2 Reduce +2
ARLP - Alliance Resource Partners, L.P.
Christopher Browne 60.5% +44.6% $27.28 $24.94 -8.58% 2 2 Add +2
PLTR - Palantir Technologies Inc.
Duan Yongping 57.8% +50.1% $146.28 $133.72 -8.59% 3 1 Buy 1 Add +2
AXTA - Axalta Coating Systems Ltd.
John Rogers 54.3% +35.7% $29.58 $32.12 +8.59% 2 2 Reduce -2
DIS - The Walt Disney Co.
Francois Rochon 54.4% +72% $104.89 $95.87 -8.60% 23 1 Buy 10 Add 10 Reduce +1
OXY - Occidental Petroleum Corp.
Duan Yongping 57.8% +50.1% $59.71 $54.57 -8.61% 6 3 Reduce -3
MSFT - Microsoft Corp.
Robert Vinall 59.1% +67.2% $421.50 $384.93 -8.68% 40 2 Buy 18 Add 19 Reduce +1
MSFT - Microsoft Corp.
Francois Rochon 54.4% +72% $421.50 $384.93 -8.68% 40 2 Buy 18 Add 19 Reduce +1
BLDR - Builders FirstSource, Inc.
Christopher Bloomstran 55.6% +48.8% $82.33 $75.16 -8.71% 5 2 Buy 1 Add 2 Reduce +1
PFE - Pfizer Inc.
Irving Kahn 51.3% +66.9% $26.57 $24.25 -8.75% 10 1 Buy 3 Add 6 Reduce -2
CVX - Chevron Corp.
Irving Kahn 51.3% +66.9% $167.07 $181.76 +8.79% 13 2 Buy 3 Add 6 Reduce -1
VUG - Vanguard Growth Index Fund ETF Shares
Robert Torray 61.2% +78.3% $79.93 $86.96 +8.80% 6 2 Add 3 Reduce -1
EFX - Equifax Inc.
Wallace Weitz 52.6% +23.8% $183.18 $166.93 -8.87% 10 5 Add 4 Reduce +1
ABG - Asbury Automotive Group, Inc.
Christopher Browne 60.5% +44.6% $195.41 $212.79 +8.89% 2 1 Buy +1
HIG - The Hartford Insurance Group, Inc.
Richard Pzena 52% +28.2% $126.87 $138.15 +8.89% 2 1 Add +1
SDRL - Seadrill Ltd.
Samantha McLemore 51.8% +26% $47.28 $43.06 -8.93% 3 2 Add 1 Reduce +1
MTW - The Manitowoc Co., Inc.
Dan Polen 50% +30.9% $11.65 $12.69 +8.93% 2 1 Buy 1 Add +2
MA - Mastercard Inc.
Glenn Greenberg 54.8% +33.4% $493.80 $538.02 +8.96% 22 2 Buy 5 Add 11 Reduce -4
TEX - Terex Corp.
Edgar Wachenheim 52.6% +42.9% $59.83 $65.21 +8.99% 3 1 Buy 1 Add 1 Reduce +1
CCO - Clear Channel Outdoor Holdings, Inc.
Dan Polen 50% +30.9% $2.21 $2.41 +9.05% 2 1 Add 1 Reduce 0
SPGI - S&P Global Inc.
Pat Dorsey 67.4% +49.9% $402.40 $438.87 +9.06% 13 2 Buy 4 Add 5 Reduce +1
SPGI - S&P Global Inc.
Li Lu 65.2% +59% $402.40 $438.87 +9.06% 13 2 Buy 4 Add 5 Reduce +1
LXU - LSB Industries, Inc.
Martin Whitman 56.3% +42% $10.26 $11.19 +9.06% 2 2 Reduce -2
BA - The Boeing Co.
Harry Burn 51.1% +22.8% $199.03 $217.11 +9.08% 6 1 Buy 3 Add 2 Reduce +2
ADBE - Adobe Inc.
Samantha McLemore 51.8% +26% $243.08 $220.78 -9.17% 13 3 Buy 6 Add 3 Reduce +6
PEG - Public Service Enterprise Group Inc.
Harry Burn 51.1% +22.8% $73.70 $80.50 +9.23% 3 3 Reduce -3
VWO - Vanguard Emerging Markets Stock Index Fund
John Rogers 54.3% +35.7% $54.05 $59.08 +9.31% 5 2 Buy 2 Add 1 Reduce +3
CHD - Church & Dwight Co., Inc.
Terry Smith 73% +67.1% $87.23 $95.41 +9.38% 3 1 Add 1 Reduce 0
FBTC - Fidelity Wise Origin Bitcoin Fund
Samantha McLemore 51.8% +26% $62.06 $56.22 -9.41% 1 1 Reduce -1
UHAL.B - U-Haul Holdings CL B
Martin Whitman 56.3% +42% $54.98 $60.17 +9.44% 4 2 Add 1 Reduce +1
UHAL.B - U-Haul Holdings CL B
Donald Yacktman 54.8% +47.5% $54.98 $60.17 +9.44% 4 2 Add 1 Reduce +1
AVTR - Avantor, Inc.
Mason Hawkins 53.7% +29.5% $12.48 $11.29 -9.54% 8 2 Buy 5 Add 1 Reduce +6
AVTR - Avantor, Inc.
Edgar Wachenheim 52.6% +42.9% $12.48 $11.29 -9.54% 8 2 Buy 5 Add 1 Reduce +6
BSM - Black Stone Minerals, L.P.
Christopher Browne 60.5% +44.6% $13.08 $14.33 +9.56% 2 2 Add +2
FLR - Fluor Corp.
Dan Polen 50% +30.9% $46.65 $51.12 +9.58% 4 2 Buy 1 Add 1 Reduce +2
PB - Prosperity Bancshares, Inc.
Martin Whitman 56.3% +42% $66.15 $72.50 +9.60% 2 0
TCOM - Trip.com Group Ltd.
William von Mueffling 57.1% +45.2% $47.00 $42.41 -9.77% 3 2 Add 1 Reduce +1
TRU - TransUnion
Boykin Curry 70.1% +61.4% $83.78 $75.58 -9.79% 4 3 Add 1 Reduce +2
VXUS - Vanguard Total International Stock Index Fund ETF Shares
John Rogers 54.3% +35.7% $77.11 $84.66 +9.79% 3 1 Buy 2 Add +3
LAZ - Lazard, Inc.
Mason Hawkins 53.7% +29.5% $48.13 $43.39 -9.85% 3 1 Buy 1 Add +2
EDU - New Oriental Education & Technology Group Inc.
Mason Hawkins 53.7% +29.5% $55.03 $49.59 -9.89% 1 1 Add +1
MTDR - Matador Resources Co.
Christopher Browne 60.5% +44.6% $47.72 $52.48 +9.97% 2 2 Add +2
TFX - Teleflex Inc.
Richard Pzena 52% +28.2% $118.36 $130.16 +9.97% 4 1 Buy 2 Add 1 Reduce +2
LPLA - LPL Financial Holdings Inc.
William von Mueffling 57.1% +45.2% $357.17 $321.35 -10.03% 6 1 Add 4 Reduce -3
TMO - Thermo Fisher Scientific Inc.
Mark Hillman 50.5% +19.3% $485.02 $534.07 +10.11% 13 8 Add 3 Reduce +5
DNOW - DNOW Inc.
Edgar Wachenheim 52.6% +42.9% $11.91 $13.12 +10.16% 4 2 Buy 1 Add 1 Reduce +2
NOW - ServiceNow, Inc.
Robert Torray 61.2% +78.3% $95.11 $104.85 +10.24% 7 3 Buy 3 Add 1 Reduce +5
CRM - Salesforce, Inc.
Chuck Akre 52.4% +36.8% $186.67 $167.56 -10.24% 12 1 Buy 5 Add 5 Reduce +1
ARES - Ares Management Corp.
Glenn Greenberg 54.8% +33.4% $109.10 $120.30 +10.27% 3 1 Buy 1 Add 1 Reduce +1
IRS - IRSA Inversiones y Representaciones Sociedad Anónima
Dan Polen 50% +30.9% $13.93 $15.36 +10.27% 1 1 Reduce -1
LW - Lamb Weston Holdings, Inc.
Christopher Browne 60.5% +44.6% $51.85 $46.50 -10.32% 2 2 Add +2
SPYM - State Street SPDR Portfolio S&P 500 ETF
Mark Hillman 50.5% +19.3% $80.22 $88.50 +10.32% 2 1 Add +1
DIS - The Walt Disney Co.
Mark Hillman 50.5% +19.3% $86.88 $95.87 +10.35% 23 1 Buy 10 Add 10 Reduce +1
SYY - Sysco Corp.
Thomas Gayner 63.7% +87.6% $75.04 $82.85 +10.41% 6 2 Add 3 Reduce -1
ABM - ABM Industries Inc.
Richard Pzena 52% +28.2% $50.57 $45.30 -10.42% 8 2 Buy 4 Add 1 Reduce +5
META - Meta Platforms, Inc.
Glenn Greenberg 54.8% +33.4% $738.09 $661.04 -10.44% 31 3 Buy 13 Add 13 Reduce +3
DLX - Deluxe Corp.
Dan Polen 50% +30.9% $27.54 $24.63 -10.57% 2 1 Buy 1 Reduce 0
PSX - Phillips 66
Christopher Bloomstran 55.6% +48.8% $182.18 $201.45 +10.58% 8 1 Buy 4 Reduce -3
LEA - Lear Corp.
Richard Pzena 52% +28.2% $122.86 $135.91 +10.62% 4 1 Add 3 Reduce -2
AGCO - AGCO Corp.
Christopher Browne 60.5% +44.6% $103.16 $114.14 +10.64% 5 1 Buy 3 Add 1 Reduce +3
HD - The Home Depot, Inc.
Terry Smith 73% +67.1% $305.22 $337.74 +10.65% 10 1 Buy 3 Add 5 Reduce -1
DOX - Amdocs Ltd.
Richard Pzena 52% +28.2% $58.22 $51.96 -10.75% 3 3 Add +3
BP - BP p.l.c.
Irving Kahn 51.3% +66.9% $37.38 $41.40 +10.75% 4 4 Reduce -4
HTHT - H World Group Ltd.
Robert Vinall 59.1% +67.2% $37.20 $41.21 +10.78% 2 1 Reduce -1
TSN - Tyson Foods, Inc.
Donald Yacktman 54.8% +47.5% $64.44 $57.48 -10.80% 7 7 Add +7
FND - Floor & Decor Holdings, Inc.
Francois Rochon 54.4% +72% $62.97 $56.17 -10.80% 2 1 Add 1 Reduce 0
TMUS - T-Mobile US, Inc.
Richard Pzena 52% +28.2% $210.03 $187.13 -10.90% 5 2 Buy 1 Add 2 Reduce +1
TSLA - Tesla, Inc.
Robert Torray 61.2% +78.3% $444.72 $396.18 -10.91% 7 2 Buy 2 Add 3 Reduce +1
BIIB - Biogen Inc.
Samantha McLemore 51.8% +26% $215.63 $191.95 -10.98% 4 1 Add 3 Reduce -2
BFAM - Bright Horizons Family Solutions Inc.
Abrams Bison 65.3% +47.7% $82.13 $73.09 -11.01% 3 1 Buy 2 Add +3
BX - Blackstone Inc.
Irving Kahn 51.3% +66.9% $140.00 $124.56 -11.03% 5 2 Add +2
XRAY - DENTSPLY SIRONA Inc.
John Rogers 54.3% +35.7% $11.43 $12.70 +11.11% 4 1 Buy 3 Add +4
RSP - Invesco S&P 500 Equal Weight ETF
Francois Rochon 54.4% +72% $191.92 $213.45 +11.22% 4 2 Buy 1 Add 1 Reduce +2
SUNB - Sunbelt Rentals Holdings, Inc.
Pat Dorsey 67.4% +49.9% $65.09 $72.42 +11.26% 11 11 Buy +11
SUNB - Sunbelt Rentals Holdings, Inc.
Abrams Bison 65.3% +47.7% $65.09 $72.42 +11.26% 11 11 Buy +11
SUNB - Sunbelt Rentals Holdings, Inc.
Nicolai Tangen 64.9% +61.9% $65.09 $72.42 +11.26% 11 11 Buy +11
SUNB - Sunbelt Rentals Holdings, Inc.
Thomas Gayner 63.7% +87.6% $65.09 $72.42 +11.26% 11 11 Buy +11
SUNB - Sunbelt Rentals Holdings, Inc.
Glenn Greenberg 54.8% +33.4% $65.09 $72.42 +11.26% 11 11 Buy +11
SUNB - Sunbelt Rentals Holdings, Inc.
Francois Rochon 54.4% +72% $65.09 $72.42 +11.26% 11 11 Buy +11
CELC - Celcuity Inc.
Dan Polen 50% +30.9% $99.74 $111.05 +11.34% 1 1 Add +1
GCO - Genesco Inc.
Richard Pzena 52% +28.2% $30.82 $34.35 +11.45% 1 1 Reduce -1
MRSH - Marsh & McLennan Companies, Inc.
Donald Yacktman 54.8% +47.5% $201.53 $178.05 -11.65% 9 2 Buy 3 Add 4 Reduce +1
CEPU - Central Puerto S.A.
Dan Polen 50% +30.9% $16.83 $14.87 -11.65% 1 1 Buy +1
MAT - Mattel, Inc.
Mason Hawkins 53.7% +29.5% $15.48 $13.67 -11.69% 3 3 Add +3
VLTO - Veralto Corp.
Wallace Weitz 52.6% +23.8% $82.26 $91.90 +11.72% 3 2 Add +2
MDT - Medtronic plc
Mark Hillman 50.5% +19.3% $89.86 $79.30 -11.75% 10 1 Buy 3 Add 5 Reduce -1
UBER - Uber Technologies, Inc.
John Armitage 60.6% +27% $81.71 $72.08 -11.79% 12 1 Buy 8 Add 2 Reduce +7
HSY - The Hershey Co.
Thomas Gayner 63.7% +87.6% $194.50 $171.46 -11.85% 5 3 Add 2 Reduce +1
LMND - Lemonade, Inc.
Dan Polen 50% +30.9% $62.68 $70.14 +11.90% 3 1 Buy 2 Reduce -1
VRSK - Verisk Analytics, Inc.
Nick Train 75% +109.9% $170.15 $190.54 +11.98% 6 4 Add 1 Reduce +3
BLK - BlackRock, Inc.
William von Mueffling 57.1% +45.2% $915.56 $1,025.44 +12.00% 7 3 Add 2 Reduce +1
SD - SandRidge Energy, Inc.
Martin Whitman 56.3% +42% $12.23 $13.70 +12.02% 2 1 Add +1
UVV - Universal Corp.
Richard Pzena 52% +28.2% $57.31 $50.42 -12.02% 1 1 Add +1
PPLI - People Inc.
Samantha McLemore 51.8% +26% $51.52 $45.30 -12.07% 4 3 Add 1 Reduce +2
AYI - Acuity Inc.
Thomas Gayner 63.7% +87.6% $292.13 $327.48 +12.10% 3 2 Reduce -2
CVX - Chevron Corp.
Harry Burn 51.1% +22.8% $206.90 $181.76 -12.15% 13 2 Buy 3 Add 6 Reduce -1
CMCSA - Comcast Corp.
Christopher Browne 60.5% +44.6% $26.44 $23.19 -12.30% 15 1 Buy 7 Add 4 Reduce +4
CMCSA - Comcast Corp.
Donald Yacktman 54.8% +47.5% $26.44 $23.19 -12.30% 15 1 Buy 7 Add 4 Reduce +4
BMY - Bristol-Myers Squibb Co.
Richard Pzena 52% +28.2% $50.71 $56.95 +12.31% 9 2 Add 7 Reduce -5
CMCSA - Comcast Corp.
Wallace Weitz 52.6% +23.8% $26.46 $23.19 -12.35% 15 1 Buy 7 Add 4 Reduce +4
OR - OR Royalties Inc.
Paul Singer 51.8% +38.3% $25.71 $28.90 +12.41% 1 0
CNQ - Canadian Natural Resources Ltd.
John Armitage 60.6% +27% $48.69 $42.62 -12.47% 4 3 Buy 1 Reduce +2
CDW - CDW Corp.
Wallace Weitz 52.6% +23.8% $159.28 $139.38 -12.49% 6 1 Buy 2 Add 2 Reduce +1
ABNB - Airbnb, Inc.
Dan Polen 50% +30.9% $167.75 $146.54 -12.64% 6 1 Buy 2 Add 3 Reduce 0
APP - AppLovin Corp.
Pat Dorsey 67.4% +49.9% $398.00 $448.98 +12.81% 5 1 Buy 3 Add 1 Reduce +3
AMZN - Amazon.com, Inc.
Bill Ackman 50% +32.2% $219.39 $247.49 +12.81% 35 2 Buy 14 Add 14 Reduce +2
SPY - State Street SPDR S&P 500 ETF Trust
Samantha McLemore 51.8% +26% $666.29 $751.83 +12.84% 9 2 Buy 4 Add 2 Reduce +4
MHK - Mohawk Industries, Inc.
Richard Pzena 52% +28.2% $126.15 $109.92 -12.87% 6 1 Buy 1 Add 4 Reduce -2
CRM - Salesforce, Inc.
Wallace Weitz 52.6% +23.8% $148.44 $167.56 +12.88% 12 1 Buy 5 Add 5 Reduce +1
VIST - Vista Energy, S.A.B. de C.V.
Dan Polen 50% +30.9% $75.47 $65.73 -12.91% 2 2 Buy +2
FDS - FactSet Research Systems Inc.
John Rogers 54.3% +35.7% $290.19 $252.61 -12.95% 4 1 Buy 3 Add +4
RKLB - Rocket Lab Corp.
Dan Polen 50% +30.9% $69.76 $78.81 +12.97% 3 2 Add +2
ORCL - Oracle Corp.
Mark Hillman 50.5% +19.3% $147.11 $127.94 -13.03% 13 1 Buy 6 Add 5 Reduce +2
MSFT - Microsoft Corp.
Ron Muhlenkamp 65.3% +35.6% $340.54 $384.93 +13.04% 40 2 Buy 18 Add 19 Reduce +1
AQN - Algonquin Power & Utilities Corp.
John Rogers 54.3% +35.7% $5.14 $5.81 +13.04% 2 1 Add 1 Reduce 0
CP - Canadian Pacific Kansas City Ltd.
Chris Hohn 59.6% +50.8% $80.80 $91.35 +13.06% 8 1 Buy 3 Add 3 Reduce +1
SLM - SLM Corp.
Glenn Greenberg 54.8% +33.4% $29.37 $25.53 -13.07% 3 2 Buy 1 Add +3
MDLN - Medline Inc.
John Armitage 60.6% +27% $44.50 $38.66 -13.12% 6 2 Buy 3 Add +5
CNH - CNH Industrial N.V.
Christopher Browne 60.5% +44.6% $12.01 $10.42 -13.24% 5 1 Buy 3 Reduce -2
VT - Vanguard Total World Stock Index Fund ETF Shares
John Rogers 54.3% +35.7% $138.32 $156.78 +13.35% 4 1 Buy 2 Add 1 Reduce +2
MCO - Moody's Corp.
Li Lu 65.2% +59% $436.25 $494.73 +13.41% 18 1 Buy 4 Add 7 Reduce -2
OXY - Occidental Petroleum Corp.
Li Lu 65.2% +59% $63.03 $54.57 -13.42% 6 3 Reduce -3
MSCI - MSCI Inc.
Li Lu 65.2% +59% $539.01 $611.43 +13.44% 7 1 Buy 1 Add 3 Reduce -1
IWS - iShares Russell Mid-Cap Value ETF
John Rogers 54.3% +35.7% $145.74 $165.46 +13.53% 2 1 Buy 1 Reduce 0
WY - Weyerhaeuser Co.
Martin Whitman 56.3% +42% $27.56 $23.80 -13.64% 5 1 Buy 2 Add 1 Reduce +2
PFE - Pfizer Inc.
Harry Burn 51.1% +22.8% $28.08 $24.25 -13.64% 10 1 Buy 3 Add 6 Reduce -2
DIS - The Walt Disney Co.
Donald Yacktman 54.8% +47.5% $111.03 $95.87 -13.65% 23 1 Buy 10 Add 10 Reduce +1
SNPS - Synopsys, Inc.
Dan Polen 50% +30.9% $493.39 $425.90 -13.68% 5 1 Buy 2 Add 1 Reduce +2
CE - Celanese Corp.
Ron Muhlenkamp 65.3% +35.6% $55.33 $47.75 -13.70% 3 2 Add 1 Reduce +1
PIFYF - Pine Cliff Energy Ltd.
Irving Kahn 51.3% +66.9% $0.46 $0.40 -13.70% 1 0
CI - The Cigna Group
Christopher Browne 60.5% +44.6% $266.75 $303.35 +13.72% 8 1 Buy 5 Add 1 Reduce +5
OTIS - Otis Worldwide Corp.
Terry Smith 73% +67.1% $63.80 $72.56 +13.73% 5 1 Add 3 Reduce -2
DVN - Devon Energy Corp.
John Armitage 60.6% +27% $50.32 $43.40 -13.75% 5 1 Buy 3 Add 1 Reduce +3
PAYC - Paycom Software, Inc.
Robert Vinall 59.1% +67.2% $166.57 $143.67 -13.75% 5 3 Add 2 Reduce +1
COLL - Collegium Pharmaceutical, Inc.
Martin Whitman 56.3% +42% $30.78 $35.02 +13.78% 2 1 Add 1 Reduce 0
RNR - RenaissanceRe Holdings Ltd.
John Armitage 60.6% +27% $281.16 $319.92 +13.79% 5 3 Add 1 Reduce +2
IBN - ICICI Bank Ltd.
Dan Polen 50% +30.9% $33.64 $29.00 -13.79% 2 2 Reduce -2
ZBH - Zimmer Biomet Holdings, Inc.
Harry Burn 51.1% +22.8% $105.63 $91.03 -13.82% 9 1 Buy 6 Add 2 Reduce +5
MANU - Manchester United plc
John Rogers 54.3% +35.7% $19.37 $22.05 +13.84% 3 2 Add 1 Reduce +1
TSN - Tyson Foods, Inc.
Richard Pzena 52% +28.2% $50.49 $57.48 +13.84% 7 7 Add +7
GOOG - Alphabet Inc.
John Armitage 60.6% +27% $313.80 $357.33 +13.87% 36 2 Buy 5 Add 22 Reduce -15
DHR - Danaher Corp.
Pat Dorsey 67.4% +49.9% $231.34 $199.05 -13.96% 12 1 Buy 1 Add 7 Reduce -5
SEG - Seaport Entertainment Group Inc.
Irving Kahn 51.3% +66.9% $22.92 $26.12 +13.96% 2 1 Add +1
SHOP - Shopify Inc.
Dan Polen 50% +30.9% $146.10 $125.68 -13.97% 4 1 Add 2 Reduce -1
ADSK - Autodesk, Inc.
Richard Pzena 52% +28.2% $239.40 $205.92 -13.98% 2 1 Buy 1 Add +2
BRO - Brown & Brown, Inc.
Thomas Gayner 63.7% +87.6% $79.70 $68.50 -14.05% 4 1 Buy 2 Add 1 Reduce +2
EMBJ - Embraer S.A.
Dan Polen 50% +30.9% $56.91 $64.91 +14.06% 3 1 Buy 1 Add 1 Reduce +1
YUM - Yum! Brands, Inc.
Thomas Gayner 63.7% +87.6% $138.65 $158.18 +14.09% 3 1 Add 2 Reduce -1
YUM - Yum! Brands, Inc.
William von Mueffling 57.1% +45.2% $138.65 $158.18 +14.09% 3 1 Add 2 Reduce -1
T - AT&T Inc.
John Rogers 54.3% +35.7% $24.84 $21.28 -14.33% 4 2 Add 1 Reduce +1
FIGS - FIGS, Inc.
Dan Polen 50% +30.9% $11.36 $9.72 -14.44% 2 1 Buy 1 Add +2
XOM - ExxonMobil Holdings Corp.
Ron Muhlenkamp 65.3% +35.6% $169.66 $145.09 -14.48% 13 1 Buy 3 Add 9 Reduce -5
ELV - Elevance Health, Inc.
Richard Pzena 52% +28.2% $372.80 $426.79 +14.48% 13 7 Add 5 Reduce +2
BDX - Becton, Dickinson and Co.
Mark Hillman 50.5% +19.3% $176.22 $150.65 -14.51% 8 4 Add 3 Reduce +1
MMM - 3M Co.
Robert Torray 61.2% +78.3% $136.70 $156.58 +14.54% 5 2 Add 1 Reduce +1
EQT - EQT Corp.
Harry Burn 51.1% +22.8% $58.32 $49.81 -14.59% 5 1 Buy 4 Reduce -3
CEG - Constellation Energy Corp.
Robert Torray 61.2% +78.3% $223.71 $256.43 +14.63% 3 1 Buy 1 Add 1 Reduce +1
MBI - MBIA Inc.
Irving Kahn 51.3% +66.9% $7.45 $6.36 -14.63% 2 1 Add +1
META - Meta Platforms, Inc.
Boykin Curry 70.1% +61.4% $576.36 $661.04 +14.69% 31 3 Buy 13 Add 13 Reduce +3
FRPH - FRP Holdings, Inc.
Martin Whitman 56.3% +42% $28.01 $23.89 -14.71% 1 1 Reduce -1
CHYM - Chime Financial, Inc.
Samantha McLemore 51.8% +26% $25.17 $21.46 -14.74% 3 2 Add 1 Reduce +1
SNDX - Syndax Pharmaceuticals, Inc.
Robert Torray 61.2% +78.3% $21.01 $24.13 +14.85% 1 1 Add +1
GOOGL - Alphabet Inc.
Christopher Bloomstran 55.6% +48.8% $313.00 $359.51 +14.86% 40 3 Buy 4 Add 24 Reduce -17
GOOGL - Alphabet Inc.
Richard Pzena 52% +28.2% $313.00 $359.51 +14.86% 40 3 Buy 4 Add 24 Reduce -17
LPTH - LightPath Technologies, Inc.
Dan Polen 50% +30.9% $10.03 $11.52 +14.86% 2 2 Buy +2
COIN - Coinbase Global, Inc.
Samantha McLemore 51.8% +26% $189.84 $161.50 -14.93% 2 1 Add 1 Reduce 0
G - Genpact Ltd.
Edgar Wachenheim 52.6% +42.9% $34.71 $29.52 -14.95% 5 4 Reduce -4
MGA - Magna International Inc.
Richard Pzena 52% +28.2% $56.18 $64.59 +14.97% 3 1 Add 1 Reduce 0