Compounder
As of Q2 2026 · Source SEC 13F · 45-day reporting lag
Q3 2026 filings arriving · 1 of 97 in · switches after Nov 14
97 investors. One quarter. Every position they just reported.
Each holding checked against a first-principles valuation.
SEC 13F holdings from the 97 superinvestors we track, aggregated by CUSIP. Source: SEC EDGAR.
Valuation
Pay only for earnings and assets already proven
We value every holding on proven earnings and assets — no growth story you have to believe. It's the second eye a holdings tracker alone can't give you.
See the most-held stocksCross-fund consensus
How many managers sit at the same table
The more independent managers that hold the same name, the more it's worth a first look. Ranked by funds holding.
See consensus holdingsSuper investors
Read their holdings, not their tweets
Every quarter-end, a 13F forces these managers to disclose each share they own. We archive it quarter by quarter, so you watch the long position instead of the day's noise.
Browse all investorsBuilt on primary sources
Every position traces back to a 13F filing on SEC EDGAR, tracked quarter over quarter with no third-party retelling in between. Valuation stacks three conservative methods on top, paying only for earnings power and assets already proven, never for a story or a forecast.
Data source
SEC EDGAR · Primary source
Disclosure lag
45-day filing lag
Stance
No recommendations, no forecasts
In their words
Price is what you pay. Value is what you get.
Warren Buffett · Berkshire Hathaway
“In the short run the market is a voting machine; in the long run, a weighing machine.”
“The big money is not in the buying and selling, but in the waiting.”
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How to Read a 13F
What a 13F filing is, what it tells you about an investor's portfolio, and what it leaves out. A plain guide to reading one.
What Is a Superinvestor?
Where the word comes from, the Graham-to-Buffett value-investing tradition behind it, and what these investors have in common: temperament, patience, and compounding.
What Is a Stock Actually Worth?
Intrinsic value is the one idea underneath all of value investing. What it actually means, why it can't be calculated to a number, and how Graham, Buffett, Li Lu, and Duan Yongping each sharpened it.
Start with any investor, any stock.
The roster has every investor we track; the screener has each stock's conservative value band.
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