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SEC 13F insights: 2026 Q2 biggest value investing moves

The quarter's most notable changes to value investors' portfolios, highest impact first: the largest new positions, exits, adds, trims and high-conviction bets from the 2026 Q2 SEC filings.

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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 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 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

Paul Isaac's reported portfolio value jumped 149%, to $367.55M from $147.43M.

The filing lists 44 positions, from 45 a quarter earlier.

Portfolio value surge

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

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.

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

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

Outsized position

Mason Hawkins' Longleaf Partners exited its entire BIO position, 3.73% of the portfolio, held for ~3 years.

Sold out of a position that was 140,913 shares worth $39.28M as of the previous filing.

Position exited

Wallace Weitz's Weitz Value Fund exited its entire IJGXX position, 3.62% of the portfolio, held for ~4 years.

Sold out of a position that was 22,739,904 shares worth $22.74M as of the previous filing.

Position exited

Bill Nygren's Oakmark Select Fund exited its entire WBD position, 3.08% of the portfolio, held for ~4 years.

Sold out of a position that was 8,479,000 shares worth $232.83M as of the previous filing.

Position exited

GOOG is now the largest holding of Francois Rochon at 7.19% of the portfolio, up from 2nd.

Takes over from BRK-B, 6.64% of the book a quarter earlier, which is now 4.18%.

New top holding

GOIXX is 33.35% of Phil Town's portfolio as of 2026 Q2.

Holds 62,897,414 shares worth $62.88M.

Outsized position

AMAT is now the largest holding of Jim Cullen at 8.91% of the portfolio, up from 2nd.

Takes over from C, 5.07% of the book a quarter earlier, which is now 5.28%.

New top holding

Mohnish Pabrai's Pabrai Wagons ETF increased its RIG position by 227%, from 5.62% to 9.59% of the portfolio.

Now holds 4,128,872 shares worth $20.19M.

Ronald Muhlenkamp's Muhlenkamp & Co exited its entire MTZ position, 3.63% of the portfolio, held for ~6 years.

Sold out of a position that was 42,832 shares worth $13.78M as of the previous filing.

Position exited

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