8-quarter activity
Distinct managers buying or selling CB each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on CB 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 CB — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Warren BuffettTier 1 Berkshire Hathaway | 3.10% |
David RolfeTier 1 Wedgewood Partners | 3.40% |
Andreas HalvorsenElite Viking Global Investors | 0.80% |
Joel GreenblattElite Gotham Asset Management | 0.70% |
| Portfolio manager | % portfolio |
|---|---|
Warren BuffettTier 1 Berkshire Hathaway | 3.30% |
Joel GreenblattElite Gotham Asset Management | 0.50% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.40% |
Andreas HalvorsenElite Viking Global Investors | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Warren BuffettTier 1 Berkshire Hathaway | 2.10% |
Andreas HalvorsenElite Viking Global Investors | 1.90% |
Joel GreenblattElite Gotham Asset Management | 0.40% |
| Portfolio manager | % portfolio |
|---|---|
Warren BuffettTier 1 Berkshire Hathaway | 1.90% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Joel GreenblattElite Gotham Asset Management | 0.50% |
| Portfolio manager | % portfolio |
|---|---|
Warren BuffettTier 1 Berkshire Hathaway | 1.50% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for CB — context for the moves above.
Who’s betting biggest on CB
Each bar is one manager’s position size in CB 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 CB, 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 +20 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.