Materials
2 materials tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.
Sector averages: conviction −5 · 0 strong buys · 0 strong sells.
Buyers vs sellers inside Materials
| Quarter | Buy actions | Sell actions | Net |
|---|---|---|---|
| Q4 2025 | 1 | 0 | +1 |
| Q3 2025 | 0 | 1 | -1 |
| Q2 2025 | 1 | 1 | +0 |
| Q1 2025 | 1 | 0 | +1 |
Every materials stock held, sorted by conviction
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TECKTop 10 managers with the most materials exposure
| # | Manager | Positions |
|---|---|---|
| 1 | Greenlight Capital | 2/6 |
Where smart money is moving next
Sector-level smart-money signal
Tickers in this page are all the stocks in Materials 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 materials.
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.