THE FILING POST

Last year one member of Congress returned 63%.
It’s all public — almost nobody reads it.

The Filing Post reads every disclosure from Congress, billionaire funds, and company insiders — and explains what it means in plain English. Free to browse.

Start free See this week’s signal

Past performance is not indicative of future results. Generated from public SEC and congressional filings. Not investment advice.

The names that move markets the moment they file.

BH
Warren Buffett
Berkshire Hathaway Inc.
Name to know Mega Manager
Alpha · 1Y
-5.2%
Return +12.4%
Positions
29
at 13F · Q1 2026

The original. Buffett + Munger discipline.

  • AAPL APPLE INC 22.0%
  • AXP AMERICAN EXPRESS CO 17.4%
  • KO COCA COLA CO 11.6%
  • + 26 more
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CI
Ken Griffin
Citadel Advisors LLC
Name to know Mega Manager
Alpha · 1Y
-1.9%
Return +15.7%
Positions
5,841
at 13F · Q1 2026

Citadel — systematic quantitative dominance.

  • NVDA NVIDIA CORPORATION 2.3%
  • IVV ISHARES TR 1.9%
  • AMZN AMAZON COM INC 1.2%
  • + 5838 more
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PS
Bill Ackman
Pershing Square Capital Management, L.P.
Name to know Mega Manager
Alpha · 1Y
-7.0%
Return +10.6%
Positions
11
at 13F · Q1 2026

Ackman — concentrated activist conviction.

  • BN BROOKFIELD CORP 17.6%
  • AMZN AMAZON COM INC 17.4%
  • UBER UBER TECHNOLOGIES INC 15.7%
  • + 8 more
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SS
State Street Corp.
Name to know Mega Manager
Alpha · 1Y
-2.3%
Return +15.3%
Positions
4,071
at 13F · Q1 2026

Index tracker with mega-cap tech tilt.

  • NVDA NVIDIA CORPORATION 6.0%
  • AAPL APPLE INC 5.3%
  • MSFT MICROSOFT CORP 3.9%
  • + 4068 more
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S,
Michael Burry
Scion Asset Management, LLC
Name to know
Alpha · 1Y
+3.7%
Return +21.3%
Positions
3
at 13F · Q3 2025

Burry — contrarian by design.

  • MOH MOLINA HEALTHCARE INC 35.1%
  • LULU LULULEMON ATHLETICA INC 26.1%
  • SLM SLM CORP 19.5%
  • + 1 more
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TS
Two Sigma Investments, LP
Name to know Mega Manager
Alpha · 1Y
+2.2%
Return +19.7%
Positions
3,534
at 13F · Q1 2026

Quantitative arbitrage. Zero alpha. Known entity.

  • NVDA NVIDIA CORPORATION 1.7%
  • AAPL APPLE INC 1.3%
  • AMZN AMAZON COM INC 1.1%
  • + 3531 more
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AR
Cathie Wood
ARK Investment Management LLC
Name to know
Alpha · 1Y
-5.5%
Return +12.1%
Positions
181
at 13F · Q1 2026

Cathie Wood — innovation thesis writ large.

  • TSLA Tesla Inc 8.2%
  • AMD Advanced Micro Devices Inc 4.3%
  • CRSP CRISPR Therapeutics AG 4.2%
  • + 178 more
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SO
George Soros
Soros Fund Management LLC
Name to know Mega Manager
Alpha · 1Y
-12.1%
Return +5.5%
Positions
226
at 13F · Q1 2026

Soros legacy office.

  • AMZN AMAZON COM INC 7.5%
  • EA ELECTRONIC ARTS INC 3.6%
  • NVDA NVIDIA CORPORATION 3.4%
  • + 223 more
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T.
Tudor Investment Corp. Et Al
Name to know Mega Manager
Alpha · 1Y
-5.6%
Return +12.0%
Positions
1,624
at 13F · Q1 2026

Broad market tracker with modest leverage.

  • SPY State Street SPDR S&P 500 E… 4.1%
  • EA Electronic Arts Inc - US 1.5%
  • MSFT Microsoft Corp - US 1.4%
  • + 1621 more
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DF
Stanley Druckenmiller
Duquesne Family Office LLC
Name to know
Alpha · 1Y
+9.8%
Return +20.6%
Positions
58
at 13F · Q4 2025

Druckenmiller — macro generalist.

  • NTRA Natera Inc 13.6%
  • XLF Select Sector Spdr Tr 7.1%
  • INSM Insmed Inc 6.1%
  • + 55 more
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DJ
Daily Journal Corp.
Name to know
Alpha · 1Y
-7.3%
Return +10.3%
Positions
4
at 13F · Q1 2026

Daily Journal Corp. — holding Munger positions post-2023. WFC/BAC/BABA long-term conviction.

  • WFC Wells Fargo & Co 45.5%
  • BAC Bank of America Corp 44.4%
  • BABA Alibaba Group Holding Ltd 7.3%
  • + 1 more
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AK
Chuck Akre
Akre Capital Management LLC
Name to know Mega Manager
Alpha · 1Y
-32.7%
Return -15.1%
Positions
18
at 13F · Q1 2026

Akre — compounding-machine discipline.

  • MA MASTERCARD INCORPORATED 18.6%
  • BN BROOKFIELD CORP 11.3%
  • KKR KKR & CO L P DEL 10.2%
  • + 16 more
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V.
Vanguard Group Inc.
Name to know Mega Manager
Alpha · 1Y
-0.6%
Return +17.1%
Positions
4,293
at 13F · Q4 2025

Passive indexer with modest active tilts.

  • NVDA NVIDIA CORPORATION 6.1%
  • AAPL APPLE INC 5.6%
  • MSFT MICROSOFT CORP 5.0%
  • + 4290 more
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VG
Andreas Halvorsen
Viking Global Investors LP
Name to know Mega Manager
Alpha · 1Y
-3.5%
Return +14.1%
Positions
77
at 13F · Q1 2026

Global compounder with flat recent alpha.

  • V VISA INC 5.4%
  • TSM TAIWAN SEMICONDUCTOR MANUFAC 4.2%
  • SCHW SCHWAB CHARLES CORP 3.9%
  • + 74 more
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V,
Varde Management, L.P.
Editorial pick
Alpha · 1Y
+59.0%
Return +73.5%
Positions
4
at 13F · Q1 2026

Concentrated bets on niche software assets.

  • ZD Ziff Davis Inc 45.4%
  • SATS EchoStar Corp 35.0%
  • SGRY Surgery Partners Inc 18.3%
  • + 1 more
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B,
Brightline Capital Management, LLC
Editorial pick
Alpha · 1Y
+126.2%
Return +143.8%
Positions
9
at 13F · Q1 2026

Satellite and small-cap specialist with outsize returns.

  • VSAT VIASAT INC 28.4%
  • CSTM CONSTELLIUM SE 13.4%
  • DAN DANA INC 11.4%
  • + 6 more
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PS
Piper Sandler & Co.
Editorial pick
Alpha · 1Y
-12.7%
Return +5.0%
Positions
2
at 13F · Q4 2025

Fixed income specialist. Concentrated bets.

  • ZEO ZEO ENERGY CORP 83.7%
  • STTK SHATTUCK LABS INC 16.3%
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AF
Anderson Financial Strategies, LLC
Editorial pick
Alpha · 1Y
-4.2%
Return +13.4%
Positions
32
at 13F · Q1 2026

Small-cap growth with micro concentrated bets.

  • WTV WISDOMTREE TR 12.0%
  • QGRO AMERICAN CENTY ETF TR 9.7%
  • FENI FIDELITY COVINGTON TRUST 8.6%
  • + 29 more
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SE
Seldon Capital LP
Editorial pick
Alpha · 1Y
+27.8%
Return +45.4%
Positions
65
at 13F · Q1 2026

Small-cap value picker. Concentrated bets.

  • BSY BENTLEY SYS INC 10.2%
  • CLS CELESTICA INC 7.3%
  • TLN TALEN ENERGY CORP 6.5%
  • + 62 more
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AA
Aequim Alternative Investments LP
Editorial pick
Alpha · 1Y
-20.1%
Return -2.5%
Positions
36
at 13F · Q1 2026

Credit-oriented alternatives with outsized tech exposure.

  • BRKR BRUKER CORP 37.7%
  • EA ELECTRONIC ARTS INC 5.3%
  • MKSI MKS INC. 5.1%
  • + 34 more
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IO
Ionic Capital Management LLC
Editorial pick
Alpha · 1Y
+10.7%
Return +28.3%
Positions
125
at 13F · Q1 2026

High-yield bond specialist with modest equity sleeve.

  • IWM ISHARES TR 5.0%
  • NDQ INVESCO QQQ TR 4.6%
  • CSTM CONSTELLIUM SE 4.4%
  • + 122 more
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FS
Freemont Management S.A.
Editorial pick
Alpha · 1Y
+18.4%
Return +36.0%
Positions
117
at 13F · Q1 2026

Tech concentration. Modest track record.

  • NVDA NVIDIA Corporation 6.3%
  • ANET Arista Networks, Inc. 6.0%
  • GOOGL Alphabet Inc. 4.8%
  • + 114 more
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PC
PCJ Investment Counsel Ltd.
Editorial pick
Alpha · 1Y
+27.4%
Return +45.0%
Positions
59
at 13F · Q1 2026

Small-cap value picker with biotech tilt.

  • BBUC BROOKFIELD BUSINESS CORP 8.8%
  • CAE CAE INC 5.8%
  • EFXT ENERFLEX LTD 3.9%
  • + 56 more
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BI
BIT Capital GmbH
Editorial pick
Alpha · 1Y
+65.8%
Return +83.4%
Positions
76
at 13F · Q1 2026

Tech-heavy positioning with outsized Amazon bet.

  • IREN IREN LIMITED 12.5%
  • AMZN AMAZON COM INC 9.0%
  • GOOGL ALPHABET INC 7.6%
  • + 73 more
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BA
Seth Klarman
Baupost Group LLC
Thematic Mega Manager
Alpha · 1Y
-4.4%
Return +13.2%
Positions
22
at 13F · Q1 2026

Value, Klarman style.

  • AMZN AMAZON COM INC 12.7%
  • QSR RESTAURANT BRANDS INTL INC 11.7%
  • WCC WESCO INTL INC 7.7%
  • + 19 more
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HV
HG Vora Capital Management, LLC
Alpha · 1Y
-24.2%
Return -6.6%
Positions
6
at 13F · Q1 2026

Concentrated value play. Extreme 79.7% alpha.

  • PENN PENN ENTERTAINMENT INC 50.2%
  • FAF FIRST AMERN FINL CORP 24.0%
  • PRKS UNITED PARKS & RESORTS INC 11.5%
  • + 3 more
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FA
Bruce Berkowitz
Fairholme Capital Management LLC
Thematic
Alpha · 1Y
+14.7%
Return +32.3%
Positions
10
at 13F · Q1 2026

Value, concentrated.

  • JOE ST JOE CO 79.7%
  • EPD ENTERPRISE PRODS PARTNERS L 13.6%
  • OZK BANK OZK 2.8%
  • + 7 more
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FR
Fruth Investment Management
Top performer
Alpha · 1Y
+7.1%
Return +13.2%
Positions
220
at 13F · Q1 2026

Selective value investor. Concentrated industrial exposure.

  • GWW GRAINGER WW INC 5.7%
  • AMAT APPLIED MATERIALS INC 3.3%
  • XOM EXXON MOBIL CORP 2.8%
  • + 212 more
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A,
ADAR1 Capital Management, LLC
Top performer
Alpha · 1Y
+112.7%
Return +130.3%
Positions
283
at 13F · Q1 2026

Biotech picker with seventy-four percent alpha.

  • ABVX ABIVAX SA 9.5%
  • PTGX PROTAGONIST THERAPEUTICS INC 6.4%
  • ROIV ROIVANT SCIENCES LTD 5.6%
  • + 280 more
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TG
Chase Coleman
Tiger Global Management LLC
Thematic Mega Manager
Alpha · 1Y
-12.9%
Return +4.7%
Positions
54
at 13F · Q1 2026

Growth tech.

  • GOOGL ALPHABET INC 13.4%
  • NVDA NVIDIA CORPORATION 9.2%
  • AMZN AMAZON COM INC 9.1%
  • + 51 more
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