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Quarter digest
Q3 2025 — superinvestor 13F recap
1079 tracked 13F moves filed by 30 managers across 547 tickers. Filed with the SEC on 2025-11-14.
108 new positions · 481 adds · 362 trims · 128 exits. Net action: +99.
1079
Total moves
589
Buys (new + add)
490
Sells (trim + exit)
108
Fresh money
Fresh money · top new positions
What they bought for the first time
DPZ
NEW
DPZ
Warren Buffett · 0.3%
UBER
NEW
Uber
Bill Ackman · 2.4%
ARM
NEW
ARM
Stanley Druckenmiller · 3.2%
PLTR
NEW
PLTR
Stanley Druckenmiller · 2.8%
GOLD
NEW
GOLD
Michael Burry · 5.2%
GOOG
NEW
Alphabet Class C
Seth Klarman · 3.8%
STR
NEW
Sitio Royalties
Howard Marks · 5.1%
CNH
NEW
CNH
David Einhorn · 2.8%
KKR
NEW
KKR & Co
Bill Nygren · 2.2%
Full exits · capitulation feed
What they fully walked away from
SIRI
EXIT
SIRI
Warren Buffett
PENN
EXIT
PENN Entertainment
David Einhorn
INTC
EXIT
INTC
Joel Greenblatt
USB
EXIT
US BANCORP DEL
Andreas Halvorsen
AMZN
EXIT
AMAZON COM INC
Andreas Halvorsen
FLUT
EXIT
FLUTTER ENTMT PLC
Andreas Halvorsen
AMT
EXIT
AMERICAN TOWER CORP NEW
Andreas Halvorsen
NVDA
EXIT
NVIDIA CORPORATION
Andreas Halvorsen
QCOM
EXIT
QUALCOMM INC
Andreas Halvorsen
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Most-traded · buyers vs sellers in Q3 2025
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q3 2025
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 502 |
| 2 | Polen Capital Polen Capital Management | 91 |
| 3 | Howard Marks Oaktree Capital | 53 |
| 4 | Stanley Druckenmiller Duquesne Family Office | 51 |
| 5 | Andreas Halvorsen Viking Global Investors | 51 |
| 6 | Bill Nygren Oakmark Funds | 48 |
| 7 | Tom Slater Baillie Gifford (Long Term Global Growth) | 47 |
| 8 | David Tepper Appaloosa Management | 26 |
| 9 | Stephen Mandel Lone Pine Capital | 24 |
| 10 | Lee Ainslie Maverick Capital | 21 |
Sector net flow · Q3 2025
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 450 | 377 | +73 |
| Technology | 57 | 48 | +9 |
| Financials | 36 | 28 | +8 |
| Consumer Discretionary | 14 | 8 | +6 |
| Real Estate | 5 | 1 | +4 |
| Energy | 5 | 3 | +2 |
| Industrials | 6 | 4 | +2 |
| Consumer Staples | 2 | 0 | +2 |
| Utilities | 6 | 6 | +0 |
| Communication | 5 | 6 | -1 |
| Materials | 0 | 1 | -1 |
| Healthcare | 3 | 8 | -5 |
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Q4 2025
All tracked quarters
Based on publicly filed 13Fs for Q3 2025, filed with the SEC on 2025-11-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.