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.  —  198 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
TAK - Takeda Pharmaceutical Co. Ltd Richard Pzena 51.9% +25.4% $15.59 $15.60 +0.06% 1 1 Add +1
EPD - Enterprise Products Partners LP Thomas Gayner 59.8% +63% $37.84 $37.81 -0.08% 6 1 Buy 2 Add 1 Reduce +2
BIL - SPDR Bloomberg 1 3 Month T B Donald Yacktman 52.3% +38.9% $91.38 $91.45 +0.08% 4 1 Buy 3 Add +4
EFX - Equifax Inc. Nick Train 70.5% +86.5% $171.91 $172.13 +0.13% 9 4 Add 4 Reduce 2 Sell -2
DNOW - NOW Inc. Richard Pzena 51.9% +25.4% $13.25 $13.23 -0.15% 4 2 Buy 1 Add 1 Reduce +2
REGN - Regeneron Pharmaceuticals Mason Hawkins 53.1% +26.2% $634.23 $635.45 +0.19% 3 3 Reduce -3
WY - Weyerhaeuser Co. Thomas Gayner 59.8% +63% $24.43 $24.48 +0.20% 4 1 Buy 1 Add 1 Reduce +1
SGOV - Ishares 0 3 Month Treasury B Josh Tarasoff 64.3% +33.9% $100.66 $100.45 -0.21% 5 1 Buy 3 Add 1 Reduce 1 Sell +2
SPGI - S&P Global Inc. Pat Dorsey 60.5% +31.2% $425.34 $424.44 -0.21% 12 2 Buy 3 Add 5 Reduce 1 Sell -1
SPGI - S&P Global Inc. Li Lu 52.2% +20.9% $425.34 $424.44 -0.21% 12 2 Buy 3 Add 5 Reduce 1 Sell -1
SGOV - Ishares 0 3 Month Treasury B Christopher Bloomstran 53.4% +43.5% $100.67 $100.45 -0.22% 5 1 Buy 3 Add 1 Reduce 1 Sell +2
OCFC - OceanFirst Financial Corp. Martin Whitman 50.7% +567097.5% $18.10 $18.14 +0.22% 1 1 Add +1
OXY - Occidental Petroleum Warren Buffett 50.2% +25.5% $56.74 $56.93 +0.33% 5 2 Reduce 3 Sell -5
ET - Energy Transfer LP Glenn Greenberg 51.2% +23.5% $19.30 $19.39 +0.47% 4 1 Buy 1 Add 1 Reduce 2 Sell -1
PSX - Phillips 66 Christopher Bloomstran 53.4% +43.5% $182.18 $183.08 +0.49% 6 1 Buy 3 Reduce -2
MA - Mastercard Inc. Glenn Greenberg 51.2% +23.5% $493.80 $491.08 -0.55% 21 2 Buy 4 Add 11 Reduce 1 Sell -6
WRB - W.R. Berkley Corp. Thomas Gayner 59.8% +63% $69.13 $68.57 -0.81% 2 1 Reduce -1
WMB - Williams Cos. Nicolai Tangen 63.2% +1730.6% $72.78 $71.96 -1.13% 3 1 Buy 1 Add 1 Reduce +1
MSFT - Microsoft Corp. Robert Vinall 69.6% +49% $421.50 $416.67 -1.15% 38 2 Buy 17 Add 18 Reduce 4 Sell -3
MDT - Medtronic plc Richard Pzena 51.9% +25.4% $80.62 $81.67 +1.30% 9 1 Buy 2 Add 5 Reduce -2
COF - Capital One Financial Glenn Greenberg 51.2% +23.5% $178.32 $180.67 +1.32% 16 1 Buy 12 Reduce 4 Sell -15
VMC - Vulcan Materials John Armitage 57.4% +23.4% $285.22 $281.38 -1.35% 5 2 Add 2 Reduce 0
TCOM - Trip.com Group Ltd William von Mueffling 53.5% +30.5% $47.00 $47.69 +1.47% 3 2 Add 1 Reduce +1
AON - Aon Plc Donald Yacktman 52.3% +38.9% $333.72 $328.53 -1.56% 11 1 Buy 5 Add 3 Reduce 2 Sell +1
AAP - Advance Auto Parts Richard Pzena 51.9% +25.4% $55.93 $56.81 +1.57% 2 2 Add +2
ALLY - Ally Financial Inc. Warren Buffett 50.2% +25.5% $43.48 $42.77 -1.63% 4 1 Buy 1 Reduce 1 Sell -1
SYY - Sysco Corp. Thomas Gayner 59.8% +63% $75.04 $76.29 +1.67% 5 2 Add 2 Reduce 0
UBER - Uber Technologies Inc. Pat Dorsey 60.5% +31.2% $71.93 $70.71 -1.70% 11 1 Buy 7 Add 2 Reduce +6
MA - Mastercard Inc. Boykin Curry 67.6% +50.2% $499.66 $491.08 -1.72% 21 2 Buy 4 Add 11 Reduce 1 Sell -6
MA - Mastercard Inc. Christopher Bloomstran 53.4% +43.5% $499.78 $491.08 -1.74% 21 2 Buy 4 Add 11 Reduce 1 Sell -6
HD - Home Depot Terry Smith 69.3% +45.7% $305.22 $310.78 +1.82% 9 1 Buy 2 Add 5 Reduce -2
GLBAV - Gci Liberty Inc Mason Hawkins 53.1% +26.2% $37.56 $36.85 -1.89% 2 1 Reduce -1
HOLX - Hologic, Inc. Richard Pzena 51.9% +25.4% $74.49 $76.01 +2.04% 1 1 Reduce 1 Sell -2
STZ - Constellation Brands Richard Pzena 51.9% +25.4% $137.96 $140.91 +2.14% 8 1 Buy 3 Add 3 Reduce +1
TME - Tencent Music Entertainment Group Li Lu 52.2% +20.9% $9.28 $9.08 -2.16% 4 1 Buy 3 Reduce -2
MLKN - MillerKnoll Inc. Richard Pzena 51.9% +25.4% $14.46 $14.78 +2.21% 4 3 Buy 1 Reduce +2
IBKR - Interactive Brokers Group Inc. Robert Vinall 69.6% +49% $82.56 $84.40 +2.23% 5 1 Buy 1 Add 2 Reduce 0
ABG - Asbury Automotive Group Inc. Christopher Browne 54.3% +29.7% $195.41 $190.98 -2.27% 2 1 Buy +1
KT - KT Corp. Christopher Browne 54.3% +29.7% $17.71 $18.12 +2.32% 2 1 Buy 1 Add +2
LIN - Linde plc John Armitage 57.4% +23.4% $495.76 $507.90 +2.45% 7 2 Buy 2 Add 1 Reduce +3
HALO - Halozyme Therapeutics Richard Pzena 51.9% +25.4% $73.34 $71.53 -2.47% 2 1 Add 1 Reduce 0
SPOT - Spotify Technology S.A. Robert Vinall 69.6% +49% $484.91 $496.95 +2.48% 8 4 Buy 3 Add 1 Sell +6
SPOT - Spotify Technology S.A. William von Mueffling 53.5% +30.5% $484.91 $496.95 +2.48% 8 4 Buy 3 Add 1 Sell +6
MMI - Marcus & Millichap Inc. Richard Pzena 51.9% +25.4% $29.34 $30.10 +2.59% 1 1 Add +1
RNR - RenaissanceRe Holdings Ltd. John Armitage 57.4% +23.4% $281.16 $288.48 +2.60% 4 2 Add 1 Reduce +1
NVR - NVR Inc. Warren Buffett 50.2% +25.5% $6,350.62 $6,182.55 -2.65% 3 1 Add 1 Reduce 0
UBER - Uber Technologies Inc. William von Mueffling 53.5% +30.5% $72.68 $70.71 -2.71% 11 1 Buy 7 Add 2 Reduce +6
FAST - Fastenal William von Mueffling 53.5% +30.5% $48.13 $46.79 -2.78% 2 2 Reduce -2
APD - Air Products & Chemicals Nicolai Tangen 63.2% +1730.6% $290.49 $282.35 -2.80% 7 1 Buy 2 Add 4 Reduce -1
META - Meta Platforms Inc. Boykin Curry 67.6% +50.2% $576.36 $593.00 +2.89% 30 3 Buy 12 Add 13 Reduce +2
SSNC - SS&C Technologies Holdings Inc. Richard Pzena 51.9% +25.4% $72.12 $69.91 -3.06% 3 1 Add 2 Reduce -1
DOX - Amdocs Ltd. Richard Pzena 51.9% +25.4% $58.22 $60.09 +3.21% 2 2 Add +2
DIS - Walt Disney Co. Duan Yongping 57.8% +22.1% $96.60 $99.71 +3.22% 22 1 Buy 10 Add 9 Reduce 2 Sell 0
AYI - Acuity Brands Inc. Thomas Gayner 59.8% +63% $292.13 $302.04 +3.39% 2 1 Reduce 1 Sell -2
MCO - Moody's Corp. Li Lu 52.2% +20.9% $436.25 $451.35 +3.46% 17 1 Buy 3 Add 7 Reduce -3
LAZ - Lazard Inc. Mason Hawkins 53.1% +26.2% $48.13 $46.36 -3.68% 3 1 Buy 1 Add +2
CSL - Carlisle Companies Nicolai Tangen 63.2% +1730.6% $333.62 $345.98 +3.70% 4 2 Buy 1 Add 1 Reduce +2
NTNX - Nutanix Inc. Terry Smith 69.3% +45.7% $51.69 $53.64 +3.77% 1 1 Reduce -1
ARCO - Arcos Dorados Holdings Inc. Richard Pzena 51.9% +25.4% $7.89 $8.20 +3.93% 2 1 Add +1
ADSK - Autodesk Inc. Richard Pzena 51.9% +25.4% $239.40 $229.96 -3.94% 1 1 Buy 2 Sell -1
VALE - Vale SA Richard Pzena 51.9% +25.4% $15.86 $15.23 -3.97% 2 1 Add 2 Sell -1
PPG - PPG Industries Richard Pzena 51.9% +25.4% $109.35 $113.80 +4.07% 3 2 Add +2
BC - Brunswick Corp. Thomas Gayner 59.8% +63% $83.82 $80.40 -4.08% 3 1 Buy 1 Add 1 Reduce +1
EXP - Eagle Materials Inc. Thomas Gayner 59.8% +63% $221.93 $212.72 -4.15% 3 1 Add 1 Reduce 0
HIG - Hartford Financial Svc.Gp. Richard Pzena 51.9% +25.4% $126.87 $132.14 +4.15% 1 0
SIVR - abrdn Physical Silver Shares ETF Christopher Bloomstran 53.4% +43.5% $67.64 $64.68 -4.38% 1 0
KSPI - Jsc Kaspi.kz ADR Mason Hawkins 53.1% +26.2% $84.89 $81.17 -4.38% 5 2 Add 2 Reduce 0
STZ - Constellation Brands Mason Hawkins 53.1% +26.2% $134.67 $140.91 +4.63% 8 1 Buy 3 Add 3 Reduce +1
OXY - Occidental Petroleum Duan Yongping 57.8% +22.1% $59.71 $56.93 -4.66% 5 2 Reduce 3 Sell -5
TSN - Tyson Foods Thomas Gayner 59.8% +63% $61.64 $58.73 -4.72% 6 6 Add 1 Sell +5
YUMC - Yum China Holdings Inc. Robert Vinall 69.6% +49% $45.02 $42.88 -4.75% 3 2 Reduce -2
UHS - Universal Health Services Inc. Richard Pzena 51.9% +25.4% $152.44 $145.17 -4.77% 2 1 Add 1 Reduce 0
DIS - Walt Disney Co. Christopher Bloomstran 53.4% +43.5% $104.79 $99.71 -4.85% 22 1 Buy 10 Add 9 Reduce 2 Sell 0
PB - Prosperity Bancshares Inc. Martin Whitman 50.7% +567097.5% $66.15 $69.36 +4.85% 2 0
MCO - Moody's Corp. Glenn Greenberg 51.2% +23.5% $474.59 $451.35 -4.90% 17 1 Buy 3 Add 7 Reduce -3
DECK - Deckers Outdoor Christopher Bloomstran 53.4% +43.5% $103.07 $108.13 +4.91% 2 2 Add 1 Sell +1
EFX - Equifax Inc. Nicolai Tangen 63.2% +1730.6% $181.13 $172.13 -4.97% 9 4 Add 4 Reduce 2 Sell -2
TSN - Tyson Foods Christopher Browne 54.3% +29.7% $55.94 $58.73 +4.99% 6 6 Add 1 Sell +5
ACGL - Arch Capital Group Ltd. John Armitage 57.4% +23.4% $95.99 $91.19 -5.00% 2 1 Buy 1 Add +2
IQV - IQVIA Holdings Inc. William von Mueffling 53.5% +30.5% $193.14 $183.45 -5.02% 4 1 Add 2 Reduce 2 Sell -3
HSY - Hershey Co. Thomas Gayner 59.8% +63% $194.50 $184.58 -5.10% 4 2 Add 2 Reduce 0
MORN - Morningstar Inc. Robert Vinall 69.6% +49% $176.70 $185.76 +5.13% 1 1 Buy +1
TSLA - Tesla Inc. Duan Yongping 57.8% +22.1% $371.75 $391.00 +5.18% 6 2 Buy 1 Add 3 Reduce 1 Sell -1
HCI - HCI Group Inc. Christopher Browne 54.3% +29.7% $149.23 $156.98 +5.19% 2 1 Reduce -1
SUI - Sun Communities Inc. Martin Whitman 50.7% +567097.5% $130.46 $123.69 -5.19% 3 1 Add 2 Reduce -1
URBN - Urban Outfitters Inc. Abrams Bison 64.2% +42.1% $75.26 $71.30 -5.26% 1 1 Add +1
ABNB - Airbnb Inc. Thomas Gayner 59.8% +63% $126.81 $133.54 +5.31% 5 1 Buy 2 Add 2 Reduce 1 Sell 0
PG - Procter & Gamble Terry Smith 69.3% +45.7% $139.14 $146.54 +5.32% 9 3 Add 6 Reduce -3
ODFL - Old Dominion Freight Line Thomas Gayner 59.8% +63% $256.25 $242.57 -5.34% 5 1 Add 4 Reduce -3
SEE - Sealed Air Corp Christopher Browne 54.3% +29.7% $40.00 $42.15 +5.37% 2 1 Reduce 1 Sell -2
FERG - Ferguson Enterprises Inc. John Armitage 57.4% +23.4% $217.75 $229.58 +5.43% 11 1 Buy 5 Add 3 Reduce 1 Sell +2
COMP - Compass Inc. Martin Whitman 50.7% +567097.5% $7.31 $7.71 +5.47% 2 1 Buy 1 Reduce 0
QLYS - Qualys Inc. Terry Smith 69.3% +45.7% $104.02 $109.90 +5.65% 3 1 Buy 1 Add 1 Reduce +1
AWI - Armstrong World Industries Inc. John Armitage 57.4% +23.4% $164.80 $155.15 -5.86% 2 1 Buy 1 Add 1 Sell +1
RELX - RELX plc Nicolai Tangen 63.2% +1730.6% $33.14 $35.15 +6.07% 3 2 Buy 1 Add +3
ARLP - Alliance Resource Partners LP Christopher Browne 54.3% +29.7% $27.28 $25.62 -6.09% 2 2 Add +2
TFX - Teleflex Abrams Bison 64.2% +42.1% $122.36 $129.84 +6.11% 3 1 Buy 2 Add 2 Sell +1
CNQ - Canadian Natural Resources John Armitage 57.4% +23.4% $48.69 $45.70 -6.14% 3 2 Buy 1 Reduce +1
BSM - Black Stone Minerals L.P. Christopher Browne 54.3% +29.7% $13.08 $13.89 +6.19% 2 2 Add +2
UVV - Universal Corp. Richard Pzena 51.9% +25.4% $57.31 $53.76 -6.19% 1 1 Add +1
EMBJ - Embraer SA John Armitage 57.4% +23.4% $60.45 $56.68 -6.24% 3 1 Buy 1 Add 1 Reduce +1
HSIC - Henry Schein Inc. Mason Hawkins 53.1% +26.2% $72.90 $77.45 +6.24% 5 1 Buy 1 Add 2 Reduce 0
DEO - Diageo ADR Thomas Gayner 59.8% +63% $85.83 $80.43 -6.29% 8 1 Buy 4 Add 2 Reduce 2 Sell +1
WU - Western Union Co. Christopher Browne 54.3% +29.7% $7.99 $7.48 -6.38% 1 1 Add +1
VRSK - Verisk Analytics Inc. Nick Train 70.5% +86.5% $170.15 $181.73 +6.81% 5 3 Add 1 Reduce +2
SYK - Stryker Corp. Nicolai Tangen 63.2% +1730.6% $328.59 $305.66 -6.98% 4 1 Buy 3 Reduce -2
MELI - Mercadolibre Inc. Thomas Gayner 59.8% +63% $1,729.02 $1,607.80 -7.01% 8 3 Buy 4 Add 1 Reduce +6
PLTR - Palantir Technologies Inc. Duan Yongping 57.8% +22.1% $146.28 $135.53 -7.35% 2 1 Buy +1
HCA - HCA Healthcare Inc. Richard Pzena 51.9% +25.4% $345.55 $372.13 +7.69% 6 2 Add 4 Reduce 1 Sell -3
MICC - Magnum Ice Cream Co NV Christopher Browne 54.3% +29.7% $15.85 $17.07 +7.70% 6 2 Buy 3 Add 1 Reduce +4
MICC - Magnum Ice Cream Co NV Mason Hawkins 53.1% +26.2% $15.85 $17.07 +7.70% 6 2 Buy 3 Add 1 Reduce +4
AEBI - Aebi Schmidt Holding Ag Richard Pzena 51.9% +25.4% $12.47 $11.51 -7.70% 4 1 Add 2 Reduce -1
IQV - IQVIA Holdings Inc. Thomas Gayner 59.8% +63% $198.89 $183.45 -7.76% 4 1 Add 2 Reduce 2 Sell -3
RLI - RLI Corp. Thomas Gayner 59.8% +63% $56.79 $52.38 -7.77% 2 1 Add +1
ZTO - ZTO Express Richard Pzena 51.9% +25.4% $24.17 $22.28 -7.82% 1 1 Reduce -1
PM - Philip Morris Intl. Christopher Bloomstran 53.4% +43.5% $165.34 $178.29 +7.83% 10 1 Buy 1 Add 6 Reduce 1 Sell -5
ALC - Alcon Inc. Nicolai Tangen 63.2% +1730.6% $61.85 $66.81 +8.02% 3 1 Buy 1 Add 1 Reduce +1
NVST - Envista Holdings Corp. Christopher Browne 54.3% +29.7% $21.38 $23.10 +8.04% 6 1 Buy 1 Add 4 Reduce -2
HR - Healthcare Realty Trust Inc. Richard Pzena 51.9% +25.4% $18.15 $19.65 +8.26% 1 1 Reduce -1
COLL - Collegium Pharmaceutical Inc. Martin Whitman 50.7% +567097.5% $30.78 $33.38 +8.45% 1 1 Reduce -1
CI - Cigna Group Christopher Browne 54.3% +29.7% $266.75 $289.48 +8.52% 7 1 Buy 4 Add 1 Reduce +4
VSNT - Versant Media Group Inc. Christopher Browne 54.3% +29.7% $37.02 $40.19 +8.56% 4 4 Buy +4
PYPL - PayPal Holdings Inc. Donald Yacktman 52.3% +38.9% $45.23 $41.29 -8.71% 7 2 Buy 1 Add 3 Reduce 3 Sell -3
BLK - BlackRock Inc. William von Mueffling 53.5% +30.5% $915.56 $995.60 +8.74% 6 2 Add 2 Reduce 1 Sell -1
YUM - Yum! Brands Inc. Thomas Gayner 59.8% +63% $138.65 $150.87 +8.81% 2 1 Add 1 Reduce 1 Sell -1
YUM - Yum! Brands Inc. William von Mueffling 53.5% +30.5% $138.65 $150.87 +8.81% 2 1 Add 1 Reduce 1 Sell -1
TSN - Tyson Foods Donald Yacktman 52.3% +38.9% $64.44 $58.73 -8.86% 6 6 Add 1 Sell +5
ALLY - Ally Financial Inc. Christopher Browne 54.3% +29.7% $39.23 $42.77 +9.02% 4 1 Buy 1 Reduce 1 Sell -1
MAT - Mattel Inc. Mason Hawkins 53.1% +26.2% $15.48 $14.08 -9.04% 2 2 Add 1 Sell +1
GE - GE Aerospace Richard Pzena 51.9% +25.4% $300.82 $328.00 +9.04% 10 2 Buy 4 Reduce -2
FNF - Fidelity National Financial Inc. Glenn Greenberg 51.2% +23.5% $43.46 $47.40 +9.07% 3 1 Add 2 Reduce -1
TMO - Thermo Fisher Scientific Nick Train 70.5% +86.5% $520.23 $472.80 -9.12% 12 7 Add 3 Reduce 3 Sell +1
MRP - Millrose Properties Glenn Greenberg 51.2% +23.5% $26.51 $28.93 +9.13% 2 1 Add 1 Reduce 1 Sell -1
VZ - Verizon Communications Christopher Browne 54.3% +29.7% $49.99 $45.37 -9.24% 7 5 Reduce -5
FSV - Firstservice Corp Martin Whitman 50.7% +567097.5% $155.53 $140.68 -9.55% 1 1 Add 1 Sell 0
OXY - Occidental Petroleum Li Lu 52.2% +20.9% $63.03 $56.93 -9.68% 5 2 Reduce 3 Sell -5
HAL - Halliburton Co. Richard Pzena 51.9% +25.4% $35.72 $39.18 +9.69% 2 1 Buy 1 Reduce 0
TFX - Teleflex Richard Pzena 51.9% +25.4% $118.36 $129.84 +9.70% 3 1 Buy 2 Add 2 Sell +1
BKD - Brookdale Senior Living Inc. Martin Whitman 50.7% +567097.5% $13.68 $12.34 -9.80% 3 1 Buy 1 Add 1 Reduce +1
CDW - CDW Corp. Richard Pzena 51.9% +25.4% $121.02 $133.04 +9.93% 4 1 Buy 1 Add 2 Reduce 1 Sell -1
BKNG - Booking Holdings Inc. Pat Dorsey 60.5% +31.2% $184.28 $165.84 -10.01% 7 3 Add 4 Reduce 1 Sell -2
DIS - Walt Disney Co. Donald Yacktman 52.3% +38.9% $111.03 $99.71 -10.20% 22 1 Buy 10 Add 9 Reduce 2 Sell 0
OTIS - Otis Worldwide Corp. Terry Smith 69.3% +45.7% $63.80 $70.34 +10.25% 4 1 Add 2 Reduce -1
CNH - CNH Industrial NV Christopher Browne 54.3% +29.7% $12.01 $10.75 -10.49% 5 1 Buy 3 Reduce -2
BLDR - Builders FirstSource Inc. Christopher Bloomstran 53.4% +43.5% $82.33 $73.64 -10.56% 4 2 Buy 1 Add 1 Reduce +2
NYT - New York Times CL A John Armitage 57.4% +23.4% $69.42 $76.88 +10.75% 4 1 Add 2 Reduce -1
NYT - New York Times CL A Warren Buffett 50.2% +25.5% $69.42 $76.88 +10.75% 4 1 Add 2 Reduce -1
MSFT - Microsoft Corp. Chris Hohn 54.4% +31.2% $376.04 $416.67 +10.80% 38 2 Buy 17 Add 18 Reduce 4 Sell -3
CME - CME Group Thomas Gayner 59.8% +63% $232.23 $257.40 +10.84% 5 2 Add 3 Reduce -1
CME - CME Group John Armitage 57.4% +23.4% $232.23 $257.40 +10.84% 5 2 Add 3 Reduce -1
CHD - Church & Dwight Terry Smith 69.3% +45.7% $87.23 $96.74 +10.90% 2 1 Reduce -1
SOLV - Solventum Corp Richard Pzena 51.9% +25.4% $73.00 $81.01 +10.97% 4 2 Add 1 Reduce +1
MSFT - Microsoft Corp. Duan Yongping 57.8% +22.1% $375.39 $416.67 +11.00% 38 2 Buy 17 Add 18 Reduce 4 Sell -3
FAF - First Amer'n Corp. Glenn Greenberg 51.2% +23.5% $60.29 $67.02 +11.16% 2 1 Buy 1 Reduce 0
HSIC - Henry Schein Inc. Richard Pzena 51.9% +25.4% $87.19 $77.45 -11.17% 5 1 Buy 1 Add 2 Reduce 0
WY - Weyerhaeuser Co. Martin Whitman 50.7% +567097.5% $27.56 $24.48 -11.18% 4 1 Buy 1 Add 1 Reduce +1
LLYVA - Liberty Media Corp. Series A Live Warren Buffett 50.2% +25.5% $81.50 $90.61 +11.18% 2 1 Reduce -1
CP - Canadian Pacific Kansas City Ltd. Chris Hohn 54.4% +31.2% $80.80 $89.93 +11.30% 7 3 Add 3 Reduce 0
FLG - Flagstar Financial Inc. Martin Whitman 50.7% +567097.5% $12.59 $14.02 +11.36% 2 1 Add 1 Reduce 0
ELV - Elevance Health Inc. Richard Pzena 51.9% +25.4% $372.80 $415.53 +11.46% 12 7 Add 4 Reduce +3
ACI - Albertsons Co Inc. Mason Hawkins 53.1% +26.2% $18.48 $16.36 -11.47% 2 1 Add 1 Reduce 0
LEN - Lennar Corp. Glenn Greenberg 51.2% +23.5% $81.17 $90.49 +11.48% 4 2 Add 1 Reduce +1
HGTY - Hagerty Inc. Thomas Gayner 59.8% +63% $9.36 $10.45 +11.65% 1 0
MCO - Moody's Corp. John Armitage 57.4% +23.4% $510.85 $451.35 -11.65% 17 1 Buy 3 Add 7 Reduce -3
KVUE - Kenvue Inc Christopher Browne 54.3% +29.7% $20.08 $17.71 -11.80% 3 1 Buy 1 Add 1 Reduce 1 Sell 0
KVUE - Kenvue Inc Donald Yacktman 52.3% +38.9% $20.08 $17.71 -11.80% 3 1 Buy 1 Add 1 Reduce 1 Sell 0
UHAL.B - U Haul Holding Co Non Voting Christopher Browne 54.3% +29.7% $50.67 $44.67 -11.84% 4 2 Add 1 Reduce +1
DVN - Devon Energy Corp. John Armitage 57.4% +23.4% $50.32 $44.28 -12.00% 4 1 Buy 2 Add 1 Reduce +2
BCC - Boise Cascade Company Martin Whitman 50.7% +567097.5% $77.38 $68.08 -12.02% 3 2 Add +2
MRSH - Marsh Nicolai Tangen 63.2% +1730.6% $188.08 $165.44 -12.04% 8 2 Buy 3 Add 3 Reduce +2
MBC - Masterbrand Inc Richard Pzena 51.9% +25.4% $7.55 $8.46 +12.05% 2 1 Buy 1 Add 1 Sell +1
LLYVK - Liberty Media Corp. Series C Live Warren Buffett 50.2% +25.5% $83.16 $93.35 +12.25% 2 2 Reduce -2
MTDR - Matador Resources Co. Christopher Browne 54.3% +29.7% $47.72 $53.57 +12.26% 1 1 Add +1
LYV - Live Nation Inc. Boykin Curry 67.6% +50.2% $142.50 $160.07 +12.33% 8 2 Add 5 Reduce -3
LYV - Live Nation Inc. Pat Dorsey 60.5% +31.2% $142.50 $160.07 +12.33% 8 2 Add 5 Reduce -3
PAYC - Paycom Software Inc. Terry Smith 69.3% +45.7% $122.45 $137.62 +12.39% 4 2 Add 2 Reduce 0
MSFT - Microsoft Corp. Richard Pzena 51.9% +25.4% $370.17 $416.67 +12.56% 38 2 Buy 17 Add 18 Reduce 4 Sell -3
AGCO - AGCO Corp. Christopher Browne 54.3% +29.7% $103.16 $116.41 +12.84% 4 1 Buy 2 Add 1 Reduce +2
BMY - Bristol-Myers Squibb Richard Pzena 51.9% +25.4% $50.71 $57.27 +12.94% 8 1 Add 7 Reduce 1 Sell -7
UL - Unilever PLC Christopher Browne 54.3% +29.7% $65.40 $56.72 -13.27% 5 1 Buy 2 Add 2 Reduce +1
UL - Unilever PLC Donald Yacktman 52.3% +38.9% $65.40 $56.72 -13.27% 5 1 Buy 2 Add 2 Reduce +1
UBER - Uber Technologies Inc. John Armitage 57.4% +23.4% $81.71 $70.71 -13.46% 11 1 Buy 7 Add 2 Reduce +6
TRUP - Trupanion Inc. Josh Tarasoff 64.3% +33.9% $25.46 $22.00 -13.59% 2 1 Reduce -1
PNC - PNC Financial Services Christopher Browne 54.3% +29.7% $200.93 $228.37 +13.66% 6 3 Add 2 Reduce 1 Sell 0
DLTR - Dollar Tree Inc. Christopher Bloomstran 53.4% +43.5% $95.71 $108.80 +13.68% 1 1 Add +1
SFNC - Simmons First National Corp. Christopher Browne 54.3% +29.7% $18.96 $21.58 +13.82% 1 1 Add +1
MA - Mastercard Inc. Nicolai Tangen 63.2% +1730.6% $570.88 $491.08 -13.98% 21 2 Buy 4 Add 11 Reduce 1 Sell -6
LKQ - LKQ Corp. Christopher Browne 54.3% +29.7% $29.37 $25.22 -14.13% 4 1 Buy 1 Add 2 Reduce 0
MICC - Magnum Ice Cream Co NV Nelson Peltz 65.7% +29% $14.95 $17.07 +14.18% 6 2 Buy 3 Add 1 Reduce +4
MSCI - MSCI Inc. Li Lu 52.2% +20.9% $539.01 $615.46 +14.18% 6 1 Buy 3 Reduce 1 Sell -3
DOLE - Dole Food Company Mason Hawkins 53.1% +26.2% $12.24 $14.01 +14.46% 2 1 Buy +1
NFLX - Netflix Inc. Josh Tarasoff 64.3% +33.9% $96.15 $82.18 -14.53% 8 2 Buy 3 Add 1 Reduce 1 Sell +3
NFLX - Netflix Inc. Christopher Bloomstran 53.4% +43.5% $96.15 $82.18 -14.53% 8 2 Buy 3 Add 1 Reduce 1 Sell +3
CTSH - Cognizant Technology Solutions Corp. Richard Pzena 51.9% +25.4% $62.39 $53.21 -14.71% 5 2 Add 3 Reduce -1
ALX - Alexander's Inc. Mason Hawkins 53.1% +26.2% $225.32 $258.59 +14.77% 1 1 Reduce -1
CNC - Centene Corp. Christopher Browne 54.3% +29.7% $54.28 $62.33 +14.83% 3 3 Add +3
APO - Apollo Global Management Glenn Greenberg 51.2% +23.5% $111.42 $128.03 +14.91% 4 1 Buy 1 Reduce 0
OSK - Oshkosh Corp. Richard Pzena 51.9% +25.4% $113.54 $130.53 +14.96% 6 1 Buy 1 Add 4 Reduce -2