SEC 13F insights: latest outstanding value investing news

Value investor insights and news: remarkable changes to value investors' portfolios, outstanding trades, new positions, exits and high-conviction bets, surfaced from the latest SEC filings.

Filters

Impact

High Medium Low

Type

Quarter

Only selected funds

Only selected tickers

MSFT is now the largest holding of Eric H. Schoenstein at 8.36% of the portfolio, up from 2nd.

Takes over from GOOGL, 6.91% of the book a quarter earlier, which is now 7.02%.

New top holding

Eric H. Schoenstein's Jensen Investment Management exited its entire HD position, held for ~6 years.

Sold out of a position that was 797 shares worth $281K as of the previous filing.

Position exited

Eric H. Schoenstein is back in AXP after 9.5 years out, now 1.04% of the portfolio.

Re-entered with 109,520 shares worth $33.3M; the fund had sold out of the name in 2017 Q1.

Eric H. Schoenstein's Jensen Investment Management reduced its MCD position by 97%, from 1.48% to 0.04% of the portfolio.

Now holds 6,179 shares worth $1.43M.

Eric H. Schoenstein's Jensen Investment Management reduced its META position by 97%, from 1.49% to 0.08% of the portfolio.

Now holds 3,337 shares worth $2.42M.

Ronald Muhlenkamp's Muhlenkamp & Co exited its entire TMHC position, 3.3% of the portfolio, held for ~3 years.

Sold out of a position that was 158,625 shares worth $11.4M as of the previous filing.

Position exited

Ronald Muhlenkamp's Muhlenkamp & Co increased its XOM position by 5,367%, from 0.06% to 3.55% of the portfolio.

Now holds 89,666 shares worth $14.6M.

Ronald Muhlenkamp opened a new position in IT, now 3.51% of the portfolio.

New holding of 77,200 shares worth $14.4M.

Ronald Muhlenkamp opened a new position in PAYC, now 3.2% of the portfolio.

New holding of 60,459 shares worth $13.2M.

NEM is now the largest holding of Ronald Muhlenkamp at 6.51% of the portfolio, up from 2nd.

Takes over from RUSHA, 7.03% of the book a quarter earlier, which is now 5.57%.

New top holding

BRK-B is 33.66% of Guy Spier's portfolio as of 2026 Q3.

Holds 97,600 shares worth $48.6M.

Outsized position

BRK-A is 15.53% of Guy Spier's portfolio as of 2026 Q3.

Holds 30 shares worth $22.4M.

Outsized position

MA is 15.29% of Guy Spier's portfolio as of 2026 Q3.

Holds 40,000 shares worth $22.1M.

Outsized position

AXP is 13.7% of Guy Spier's portfolio as of 2026 Q3.

Holds 65,000 shares worth $19.8M.

Outsized position

MSFT is now the largest holding of Vulcan Value Partners at 14.93% of the portfolio, up from 2nd.

Takes over from EG, 11.28% of the book a quarter earlier, which is now 11.25%.

New top holding

Showing 1 to 15 of 704 results

Per page

Acceptance

Support

Menu

© Copyrights 2021-2026 Valuesider All rights reserved.

NOT affiliated with the U.S. S.E.C. or EDGAR System.