Updated May 24, 2026 · 608 articles

Research

Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.

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May 24, 2026

Mar Vista 13F (2026 Q1): A Wide-Moat Book Leaning Into AI

Mar Vista's quality-growth book is built on wide-moat businesses with the free cash flow to compound. In 2026 Q1 it held its megacap core flat while leaning hard into AI hardware, adding 68% more Broadcom and 14% more Nvidia, even as assets dipped below $1B.

Lindsell Train 13F (2026 Q1): A Broad Trim, Two Conviction Adds

Nick Train's Lindsell Train holds a tiny set of durable, brand-rich businesses and trades rarely. In 2026 Q1 it cut most of its 27-stock US book amid outflows, but leaned into two software-and-data franchises, Intuit and FICO, a telling conviction signal.

Sound Shore 13F (2026 Q1): A Balanced Large-Cap Value Book

Sound Shore runs a flat, 40-stock relative-value book where no position tops 4%. Its 2026 Q1 filing pairs a genuinely steady asset base with an active rotation, trimming Teva and Citigroup while adding to healthcare and select technology names.

Harding Loevner 13F (2026 Q1): A Global Quality-Growth Book

Harding Loevner hunts for quality growth wherever it trades. Its 2026 Q1 book spans Taiwan Semiconductor, ASML, MercadoLibre, Ryanair and HDFC, and the reliable signal is the share-count moves: trims in semis and Indian banking, adds in rail and transport.

Tweedy Browne 13F (2025 Q4): A Graham-Lineage Global Value Book

Tweedy Browne traces straight back to Benjamin Graham, whose trades the firm once brokered. Its 2026 Q1 US sleeve is a global-value lineup, CNH Industrial, Coca-Cola FEMSA, Berkshire, with a big CNH add and an Ionis trim, and it understates a far larger international book.

Brave Warrior 13F (2026 Q1): Glenn Greenberg's Concentrated Book

Glenn Greenberg runs Brave Warrior the way he has invested for four decades: a short list of businesses sized so that being right truly matters. His 2026 Q1 book holds just 36 names, with the top ten near three-quarters of value and a decisive new ICON plc stake.

Giverny Q1 2026: A Sequoia-Lineage Quality Book

David Poppe's Giverny Capital holds a concentrated quality-compounder book — Berkshire, Alphabet, Heico — and trimmed Berkshire and Ametek in Q1 2026.

Smead Q1 2026: A Contrarian Bet on Energy and Malls

Smead Capital's contrarian value book leans hard into energy, mall REITs, and homebuilders. In Q1 2026 it trimmed the whole book ~13% on outflows, thesis intact.

Ariel Q1 2026: John Rogers' Patient Mid-Cap Value Book

Ariel Investments' contrarian mid-cap value book — MSG Entertainment, JLL, Affiliated Managers — held steady in Q1 2026, true to John Rogers' patient style.

Sustainable Growth Advisers Q1 2026: Quality Growth

SGA's concentrated quality-growth book is led by Nvidia, Amazon, and Microsoft, with a sharp Broadcom add the standout move in its Q1 2026 filing.

Royce Q1 2026: A Hyper-Diversified Small-Cap Book

Royce & Associates spreads its $10B across hundreds of small-cap names — no position above 1.4%. A look at deep diversification in small-cap value investing.

Generation IM Q1 2026: Al Gore's Fund Doubles Amazon

Al Gore's Generation Investment Management doubled its Amazon stake in Q1 2026 within a concentrated sustainable-quality book led by Microsoft and Danaher.

Maverick Q1 2026: A Tiger Cub Rotates Beyond Semis

Lee Ainslie's Maverick trimmed semiconductors and added Nu Holdings +92%, Boston Scientific +76%, plus new RTX and Argan in Q1 2026 — a Tiger cub broadening its growth book.

ValueAct Q1 2026: A Constructivist Activist's 18 Stocks

ValueAct's constructivist-activist book holds just 18 names — Visa, Amazon, Salesforce, BlackRock, Meta lead — concentrated stakes it engages over years.

Southeastern Q1 2026: Longleaf's Deep-Value Adds

Southeastern's Longleaf book added aggressively to out-of-favor value names in Q1 2026 — Rayonier +90%, Fortune Brands +83%, Mattel +49% — far from the megacap crowd.

Trian Q1 2026: Peltz's 8-Stock Activist Book

Nelson Peltz's Trian holds just 8 positions, with 86% in Janus Henderson, GE Aerospace, and Solventum — activism expressed through extreme concentration.

Akre Q1 2026: Trimming Its Quality Compounders

Akre Capital's concentrated compounder book — Mastercard, Moody's, Visa, Roper — shrank 32.7% in Q1 2026 amid heavy trims, with FICO and Roper the exceptions.

Gabelli Q1 2026: A Hyper-Diversified Value Book

Mario Gabelli's book holds just 13.5% in its top 10 and 86% in a long tail of value and special-situation names — diversification as an explicit strategy.

Edgewood Q1 2026: A Growth Book More Than Halved

Edgewood Management's concentrated growth book has fallen from ~$37B to $15.5B amid outflows. In Q1 2026 it trimmed ASML and Nvidia while adding Netflix and Axon.

Brandes Q1 2026: A Global Deep-Value Book

Brandes runs a diversified, contrarian global value book — Grifols, Citi, Mohawk, Shell — and added aggressively to cheap cyclicals like Mohawk (+137%) in Q1 2026.

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