Industrials
6 industrials tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.
Sector averages: conviction +14 · 2 strong buys · 0 strong sells.
Top 3 by ConvictionScore
Buyers vs sellers inside Industrials
| Quarter | Buy actions | Sell actions | Net |
|---|---|---|---|
| Q4 2025 | 8 | 3 | +5 |
| Q3 2025 | 6 | 4 | +2 |
| Q2 2025 | 9 | 3 | +6 |
| Q1 2025 | 7 | 2 | +5 |
Every industrials stock held, sorted by conviction
UBER
CNDT
CPTop 10 managers with the most industrials exposure
| # | Manager | Positions |
|---|---|---|
| 1 | TCI Fund Management | 2/7 |
| 2 | Oaktree Capital | 1/6 |
| 3 | Greenlight Capital | 1/6 |
| 4 | Valley Forge Capital | 1/6 |
| 5 | Pershing Square Capital | 1/8 |
| 6 | Appaloosa Management | 1/7 |
Where smart money is moving next
Sector-level smart-money signal
Tickers in this page are all the stocks in Industrials currently held by at least one tracked superinvestor. Each is enriched with the unified ConvictionScore, a signed −100..+100 signal combining manager quality, consensus, recent flow, multi-quarter trend, insider activity, and a crowding penalty.
“Net flow 4Q” counts every 13F move inside the sector across the last four quarters — buys and adds count positive, trims and exits count negative. Positive net flow means smart money is increasing exposure to industrials.
Sector assignments are curated — see lib/tickers.ts SECTOR_MAP. Not investment advice. Based on publicly filed 13Fs, which are long-only and delayed 45 days. Methodology.