8-quarter activity
Distinct managers buying or selling C each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth fallingFewer superinvestors hold this name than 8 quarters ago — rotation out. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on C for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Smart money activity
Every tracked 13F move on C — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.40% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.00% |
Oakmark Funds | 1.50% |
| Portfolio manager | % portfolio |
|---|---|
Oakmark Funds | 4.00% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 1.30% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 1.40% |
Oakmark Funds | 3.70% |
Joel GreenblattElite Gotham Asset Management | 0.40% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.50% |
Warren BuffettTier 1 Berkshire Hathaway | 0.00% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.00% |
Oakmark Funds | 1.80% |
| Portfolio manager | % portfolio |
|---|---|
Warren BuffettTier 1 Berkshire Hathaway | 0.40% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.70% |
Joel GreenblattElite Gotham Asset Management | 0.40% |
| Portfolio manager | % portfolio |
|---|---|
Oakmark Funds | 1.70% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.00% |
Joel GreenblattElite Gotham Asset Management | 0.50% |
Scion Asset Management | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Scion Asset Management | 7.60% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for C — context for the moves above.
Who’s betting biggest on C
Each bar is one manager’s position size in C as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for C, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -7 conviction score.
Related smart-money signals
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.