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<description>Super Investor Portfolio Tracking</description>
<lastBuildDate>Tue, 13 Oct 2026 11:29:11 -0600</lastBuildDate>
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<title><![CDATA[David Katz - Matrix Asset Advisors]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=MAVFX</link>
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<pubDate>Tue, 13 Oct 2026 11:29:11 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> UBER<br/><b>Added to:</b> MCD TSN PEP QCOM AEP TEL STZ ACN NEE VONG LOW AMZN VEA CMCSA META ABT VOO GOOG PG VTV BRK.B VYM HD GNRC VO MSFT VWO SCHD VUG APH AFL IWR QQQ COF IVV ESGD SDY SPYX<br/><br/>]]></description>
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<title><![CDATA[First Eagle Investment Management]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=FE</link>
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<pubDate>Mon, 24 Aug 2026 14:42:35 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> BKNG HCC GFF CEVA ITRI DIN GO PSN SBLK SYNA CALM COUR ALKT CERT CDRE RILY ESAB AMN FTK OSUR TDC FRBT RELL WEN WNC AADX BKR VOYA VREX BLDR SNDA SANM MTDR CELH HURC DOW DPC INIO FLXS LNTH ONON<br/><b>Added to:</b> ADP MDT BDX MSFT BRO CRM FISV CSL WDAY WY CFR WTW DEO SLB ELV UHS HCA ESI TNC LRN GLD KWR FMX GTES IBP ORCL ONTO OKE NE MUR META ENSG DORM DIS CENX CMCSA ARLO WRBY WPM VSEC VECO USB UTI TKR TALO STVN SPB KRE SONO SMBK SLP-OLD SDRL SBCF ROG REPX RELY RELX RRBI RDNT QXO QTRX PUMP PPG PLXS PXED PM PWP PNTG OSIS FLYW FUL GLNG HLIT HSTM HRI HNGE HUN IIIV IIIN IFF INTT IPI JBTM KALU LAD LPX LXU MGNI MICC MRVI MKTX MTRN ONB OGS NPKI NTGR NVGS MG FLS FLOC FNF FERG FN EXTR EXR VMRK NVST NPO LOCO DCO DV LPG DG CYRX CVLG CON CMC COLB CL COHU CBT BXP BKD BTI BRZE BKH BRK.B BHE BDC AX AXS AVBH ABCB AXP AMRC ABEV AIN AEIS ABM WPC WCC VITL VMD VLY UTZ UNH URI UL UMH TRN TRS TRNS TOL TWI THC TDY TEL TRGP SKT STRW SRTA STE SBUX SDHC SIBN SHEL SN RHP RES ROST RKT RS RGA PACK METCB RLGT RDN DGX PHM PGNY PROF PR PFGC PEP POWW OTIS FVR FTAI FIP GEHC GNRC HLN HCSG HD HOFT TILE JHX JOUT KVHI LFUS LYTS MAMA MTW HZO MTRX ONEW ODFL ORI OMC NVT NMIH NTCT NGS EYE MC XGN EVR EPD DEI DOUG DNOW DCOM DGII DSX DAL DE CTOS CCRN-OLD CP CAH CDNA CASY CECO CENTA CHTR CHEF CIA BBCP CMCO CNS CLH BCC BIO AVNW ATRC ATRO ASTE AORT ACA ARMK ANGO ASYS ATEC APD ACN MASS AIR<br/><br/>]]></description>
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<title><![CDATA[Muhlenkamp]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=MUHL</link>
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<pubDate>Tue, 18 Aug 2026 04:08:57 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> SLV<br/><b>Added to:</b> NMIH BRK.B CE EQT ICLR SLB URI EQX LYB BGC RUSHA RGLD MCK TMHC-OLD WAB MCHP<br/><br/>]]></description>
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<title><![CDATA[AltaRock Partners]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=AP</link>
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<pubDate>Mon, 17 Aug 2026 05:03:45 -0600</pubDate>
<description><![CDATA[<br/><b>Added to:</b> MSFT MA V<br/><br/>]]></description>
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<title><![CDATA[Kahn Brothers Group]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=KB</link>
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<pubDate>Mon, 17 Aug 2026 04:09:19 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> WBS-OLD<br/><b>Added to:</b> Z MBI SEG RFL BMY BP WRLC BAYRY HLN JPM ZDGE MSFT<br/><br/>]]></description>
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<title><![CDATA[Viking Global Investors]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=vg</link>
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<pubDate>Fri, 14 Aug 2026 15:42:16 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> RACE MSCI UNP DLR CVS FDXF MS QCOM APTV AVB-OLD SNOW EQH TTWO SPCX BCE USFD UBS BTSG NTRA DB CRBG SEDG BRKR CME TW INFQ QNT ARTV FRVO ALT TOL DPC XE AZUL<br/><b>Added to:</b> AMZN META IBKR SHW APD WAT HD TMO SE FDX JPM MAA BMRN V AON CCL BA LII<br/><br/>]]></description>
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<title><![CDATA[Mason Hawkins - Southeastern Asset Management]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=SE</link>
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<pubDate>Fri, 14 Aug 2026 15:38:59 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> ABT TME<br/><b>Added to:</b> CNX ACI REGN GLIBK ESRT AVTR SAM CLW<br/><br/>]]></description>
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<title><![CDATA[Glenn Greenberg - Brave Warrior Advisors]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=CCM</link>
<guid isPermaLink="false">www.dataroma.com/m/holdings.php?m=CCM#20262</guid>
<pubDate>Fri, 14 Aug 2026 15:37:12 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> AJG NU ADI SPGI TXN V UNH<br/><b>Added to:</b> RYAAY ICLR HCA MSFT MA AMZN<br/><br/>]]></description>
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<title><![CDATA[Bill Ackman - Pershing Square Capital Management]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=psc</link>
<guid isPermaLink="false">www.dataroma.com/m/holdings.php?m=psc#20262</guid>
<pubDate>Fri, 14 Aug 2026 15:32:16 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> V MA SPGI NFLX PSUS<br/><b>Added to:</b> HHH UBER META QSR MSFT<br/><br/>]]></description>
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<title><![CDATA[Daniel Loeb - Third Point]]></title>
<link>http://www.dataroma.com/m/holdings.php?m=tp</link>
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<pubDate>Fri, 14 Aug 2026 15:26:20 -0600</pubDate>
<description><![CDATA[<br/><b>Bought:</b> WBD-OLD KEYS XYZ FLEX TTMI PFGC SYY ARES SPCX EROC BLCO CORZ APLD WOLF<br/><b>Added to:</b> GOOGL NSC COF LYV TSM TDG UNP HUT ASML APG CRH SGI DHR<br/><br/>]]></description>
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