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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.

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Funds were net sellers of JNJ 8-to-2 in 2026 Q1.

2 tracked funds bought and 8 sold in the 94 filings received for 2026 Q1 so far.

Donald YacktmanIndependent Franchise PartnersMairs & Power Growth Fund+7 more

Consensus shift

Funds were net sellers of TSM 16-to-4 in 2026 Q1.

4 tracked funds bought and 16 sold in the 94 filings received for 2026 Q1 so far.

Lewis SandersEagle Capital ManagementOle Andreas Halvorsen+17 more

Consensus shift

Funds were net sellers of WFC 10-to-0 in 2026 Q1.

0 tracked funds bought and 10 sold in the 94 filings received for 2026 Q1 so far.

Dodge & Cox Stock FundRichard PzenaHarry Burn+7 more

Consensus shift

Funds were net sellers of COF 13-to-0 in 2026 Q1.

0 tracked funds bought and 13 sold in the 94 filings received for 2026 Q1 so far.

Eagle Capital ManagementDodge & Cox Stock FundRichard Pzena+10 more

Consensus shift

Funds were net sellers of BAC 9-to-1 in 2026 Q1.

1 tracked funds bought and 9 sold in the 94 filings received for 2026 Q1 so far.

Warren BuffettLewis SandersLi Lu+7 more

Consensus shift

Funds were net sellers of GOOGL 21-to-5 in 2026 Q1.

5 tracked funds bought and 21 sold in the 94 filings received for 2026 Q1 so far.

Dodge & Cox Stock FundWilliam Von MuefflingTerry Smith+23 more

Consensus shift

Funds were net sellers of JPM 8-to-2 in 2026 Q2.

2 tracked funds bought and 8 sold in the 94 filings received for 2026 Q2 so far.

Lewis SandersMairs & Power Growth FundParnassus Endeavor Fund+7 more

Consensus shift

Funds were net sellers of AAPL 13-to-3 in 2026 Q2.

3 tracked funds bought and 13 sold in the 94 filings received for 2026 Q2 so far.

Duan YongpingLewis SandersOle Andreas Halvorsen+13 more

Consensus shift

Funds were net sellers of GOOGL 23-to-3 in 2026 Q2.

3 tracked funds bought and 23 sold in the 94 filings received for 2026 Q2 so far.

Chase Coleman IIIWilliam Von MuefflingTerry Smith+23 more

Consensus shift

Funds were net buyers of SUNB 8-to-0 in 2026 Q1.

8 tracked funds bought and 0 sold in the 94 filings received for 2026 Q1 so far.

Dodge & Cox Stock FundThomas RussoNicolai Tangen+5 more

Consensus shift

Funds were net buyers of MELI 7-to-1 in 2026 Q1.

7 tracked funds bought and 1 sold in the 94 filings received for 2026 Q1 so far.

Eagle Capital ManagementHenry EllenbogenChase Coleman III+5 more

Consensus shift

Funds were net sellers of BN 7-to-1 in 2026 Q1.

1 tracked funds bought and 7 sold in the 94 filings received for 2026 Q1 so far.

Bill AckmanChuck AkreStephen Mandel+5 more

Consensus shift

GRAL is 38.42% of Paul Isaac's portfolio as of 2026 Q2.

Holds 2,068,594 shares worth $141.22M.

Outsized position

Paul Isaac's Arbiter Partners Capital Management increased its GRAL position by 100%, from 36.27% to 38.42% of the portfolio.

Now holds 2,068,594 shares worth $141.22M.

Paul Isaac's Arbiter Partners Capital Management exited its entire DVN position, held for ~12.5 years.

Sold out of a position that was 4,000 shares worth $201.28K as of the previous filing.

Position exited

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