Latest SEC 13F-HR equity holdings for 37 tracked fund managers. Positions are aggregated by ticker and weighted by reported market value.
Whales walkthrough
Consensus holdings, institutional buys and sells, Alpha Monitor, and full manager 13F tables — conviction vs. crowding in one place.
Names held by the most tracked funds · 13F 2026-06-30
| Ticker | Company | # Funds |
|---|---|---|
| GOOG | Alphabet, Inc. | 23 |
| AMZN | Amazon.com, Inc. | 18 |
| META | Meta Platforms, Inc. | 18 |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd | 17 |
| BRK-B | Berkshire Hathaway, Inc. | 16 |
| MSFT | Microsoft Corporation | 16 |
| V | Visa, Inc. | 14 |
| AAPL | Apple, Inc. | 13 |
| COF | Capital One Financial Corp. | 13 |
| STT | State Street SPDR S&P Health Care Equipment ETF | 13 |
Aggregate portfolio weight increase across all whales (quarter over quarter)
Aggregate portfolio weight decrease across all whales (quarter over quarter)
Total reported 13F dollar value parked across all tracked funds
Top 5 whale portfolio weight increases (last two quarters) cross-referenced with Graham intrinsic value. Only names with >20% margin of safety and a completed valuation.
Ariel Investments LLC · Report period 2026-06-30 · 103 positions
Portfolio Holdings
| Ticker | Company | Shares | Value ($) | Weight (%) |
|---|---|---|---|---|
| MSGE | MADISON SQUARE GARDEN ENTMT | 5.30M | ||
| ONESPAWORL | ONESPAWORLD HOLDINGS LIMITED | 14.89M | ||
| CHARLESRIV | CHARLES RIV LABS INTL INC | 1.51M | ||
| AMG | AFFILIATED MANAGERS GROUP | 999.7K | ||
| JLL | JONES LANG LASALLE INC | 1.06M | ||
| NORWEGIANC | NORWEGIAN CRUISE LINE HLDGS | 15.43M | ||
| GENERACHLD | GENERAC HLDGS INC | 998.0K | ||
| SPHR | SPHERE ENTERTAINMENT CO | 1.67M | ||
| MIDD | MIDDLEBY CORP | 1.64M | ||
| MADISONSQU | MADISON SQUARE GRDN SPRT COR | 658.6K | ||
| NVST | ENVISTA HOLDINGS CORPORATION | 9.82M | ||
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | 923.0K | ||
| LAZ | LAZARD INC | 5.76M | ||
| BIORADLABS | BIO RAD LABS INC | 816.8K | ||
| PRESTIGECO | PRESTIGE CONSMR HEALTHCARE I | 4.87M | ||
| BOKFINLCOR | BOK FINL CORP | 1.63M | ||
| FIRSTAMERN | FIRST AMERN FINL CORP | 3.23M | ||
| CVSA | COVISTA INC | 1.77M | ||
| MATTELINC | MATTEL INC | 15.42M | ||
| MOHAWKINDS | MOHAWK INDS INC | 1.76M | ||
| MANCHESTER | MANCHESTER UTD PLC NEW | 9.26M | ||
| GNTX | GENTEX CORP | 8.31M | ||
| SMUCKERJMC | SMUCKER J M CO | 1.80M | ||
| BYD | BOYD GAMING CORP | 2.18M | ||
| CG | CARLYLE GROUP INC | 4.55M | ||
| REZI | RESIDEO TECHNOLOGIES INC | 6.14M | ||
| NTRS | NORTHERN TR CORP | 972.3K | ||
| CLB | CORE LABORATORIES INC | 14.07M | ||
| HAE | HAEMONETICS CORP MASS | 2.06M | ||
| RLI | RLI CORP | 2.52M | ||
| MAS | MASCO CORP | 1.64M | ||
| AXTA | AXALTA COATING SYS LTD | 3.46M | ||
| ADTINCDEL | ADT INC DEL | 17.86M | ||
| LH | LABCORP HOLDINGS INC | 349.1K | ||
| SMG | SCOTTS MIRACLE-GRO CO | 1.41M | ||
| KN | KNOWLES CORP | 2.28M | ||
| BCO | BRINKS CO | 911.3K | ||
| OMC | OMNICOM GROUP INC | 1.17M | ||
| XRAY | DENTSPLY SIRONA INC | 8.03M | ||
| LINDBLADEX | LINDBLAD EXPEDITIONS HLDGS I | 2.76M | ||
| INTC | INTEL CORP | 548.8K | ||
| CVS | CVS HEALTH CORP | 730.1K | ||
| LFUS | LITTELFUSE INC | 163.4K | ||
| DIS | DISNEY WALT CO | 635.4K | ||
| FSLR | FIRST SOLAR INC | 242.4K | ||
| GCMG | GCM GROSVENOR INC | 4.42M | ||
| SLB | SLB LIMITED | 1.16M | ||
| FDS | FACTSET RESH SYS INC | 234.1K | ||
| KEYS | KEYSIGHT TECHNOLOGIES INC | 145.7K | ||
| NVT | NVENT ELEC PLC | 299.0K | ||
| PPLC | PPL CORP | 1.35M | ||
| SCHW-PD | SCHWAB CHARLES CORP | 525.3K | ||
| WEX | WEX INC | 331.4K | ||
| CBRE | CBRE GROUP INC | 343.5K | ||
| MTBKCORP | M & T BK CORP | 174.6K | ||
| BMY | BRISTOL-MYERS SQUIBB CO | 696.4K | ||
| T | AT&T INC | 1.92M | ||
| KKR | KKR & CO INC | 424.2K | ||
| AQN | ALGONQUIN POWER & UTILITIES | 6.61M | ||
| DT | DYNATRACE INC | 788.5K | ||
| HPE | HEWLETT PACKARD ENTERPRISE C | 751.4K | ||
| HLI | HOULIHAN LOKEY INC | 244.5K | ||
| FITB | FIFTH THIRD BANCORP | 554.7K | ||
| KFY | KORN FERRY | 450.1K | ||
| FDX | FEDEX CORP | 95.5K | ||
| BAC | BANK OF AMER CORP | 492.6K | ||
| AFL | AFLAC INC | 236.2K | ||
| FISV | FISERV INC | 545.1K | ||
| GILD | GILEAD SCIENCES INC | 195.7K | ||
| LESLIESINC | LESLIES INC | 2.42M | ||
| COF | CAPITAL ONE FINL CORP | 108.3K | ||
| RCL | ROYAL CARIBBEAN GROUP | 67.2K | ||
| SIMPSONMFG | SIMPSON MFG INC | 99.6K | ||
| CNP | CENTERPOINT ENERGY INC | 460.1K | ||
| KMX | CARMAX INC | 346.5K | ||
| ISHARESTR | ISHARES TR | 78.7K | ||
| MTN | VAIL RESORTS INC | 109.1K | ||
| PGR | PROGRESSIVE CORP | 58.9K | ||
| SNA | SNAP ON INC | 28.9K | ||
| MGPI | MGP INGREDIENTS INC NEW | 610.7K | ||
| PHIN | PHINIA INC | 113.2K | ||
| JNJ | JOHNSON & JOHNSON | 35.4K | ||
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 17.8K | ||
| FDXF | FEDEX FGHT HLDG CO INC | 47.7K | ||
| B | BARRICK MNG CORP | 194.5K | ||
| APA | APA CORPORATION | 186.5K | ||
| CVX | CHEVRON CORPORATION | 34.6K | ||
| LMT | LOCKHEED MARTIN CORP | 11.0K | ||
| VANGUARDTA | VANGUARD TAX-MANAGED FDS | 76.0K | ||
| VANGUARDIN | VANGUARD INTL EQUITY INDEX F | 38.0K | ||
| AJG | GALLAGHER ARTHUR J & CO | 18.6K | ||
| BWA | BORGWARNER INC | 55.0K | ||
| KBFINLGROU | KB FINL GROUP INC | 26.8K | ||
| MOS | MOSAIC CO | 123.6K | ||
| KSPI | KASPI KZ JSC | 23.6K | ||
| ORCL | ORACLE CORP | 13.7K | ||
| COLUMBIAET | COLUMBIA ETF TR II | 16.7K | ||
| HDB | HDFC BANK LTD | 14.1K | ||
| MSI | MOTOROLA SOLUTIONS INC | 692 | ||
| KMT | KENNAMETAL INC | 7.8K | ||
| ZBH | ZIMMER BIOMET HOLDINGS INC | 3.0K | ||
| BRC | BRADY CORP | 2.7K | ||
| FICO | FAIR ISAAC CORP | 203 |
| Ticker | Company | Current | Previous | Change |
|---|---|---|---|---|
| HAE | HAEMONETICS CORP MASS | |||
| MAS | MASCO CORP | |||
| RLI | RLI CORP | |||
| CHARLESRIV | CHARLES RIV LABS INTL INC | |||
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | |||
| PPLC | PPL CORP | |||
| MIDD | MIDDLEBY CORP | |||
| MANCHESTER | MANCHESTER UTD PLC NEW | |||
| DT | DYNATRACE INC | |||
| HLI | HOULIHAN LOKEY INC |
| Ticker | Company | Current | Previous | Change |
|---|---|---|---|---|
| AQN | ALGONQUIN POWER & UTILITIES | |||
| CLB | CORE LABORATORIES INC | |||
| PRESTIGECO | PRESTIGE CONSMR HEALTHCARE I | |||
| NVST | ENVISTA HOLDINGS CORPORATION | |||
| REZI | RESIDEO TECHNOLOGIES INC | |||
| FIRSTAMERN | FIRST AMERN FINL CORP | |||
| LAZ | LAZARD INC | |||
| SPHR | SPHERE ENTERTAINMENT CO | |||
| KMT | KENNAMETAL INC | |||
| SWK | STANLEY BLACK & DECKER INC |