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ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|
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Investors

Latest: Q2 2026Find any other 13F filer with the search box · manage my managers

Top holdings · % of 13F
Giverny CapitalFrancois Rochon2026-08-26Q2 2026GOOG7.2%HEI-A6.4%META5.7%
First Eagle Investment ManagementFirst Eagle2026-08-24Q2 2026GOOG4.3%BDX3.4%META3.0%
Ashford Capital ManagementAshford Capital Management2026-08-21Q2 2026LGND5.8%GSAT4.4%RDVT3.9%
AltaRock PartnersAltaRock2026-08-17Q2 2026AMZN32.2%TDG27.5%MSFT20.5%
Kahn Brothers GroupKahn Brothers2026-08-17Q2 2026C18.5%BAYRY14.1%FLG9.6%
12 West Capital Management12 West Capital Management2026-08-14Q2 2026GDS14.4%TBBB13.4%RBLX9.7%
Abdiel Capital AdvisorsAbdiel Capital Advisors2026-08-14Q2 2026HCA56.6%AFRM21.2%GLBE20.2%
Abrams Bison InvestmentsAbrams Bison2026-08-14Q2 2026SNX26.4%AMAT19.5%SN10.7%
Adage Capital ManagementAdage Capital Management2026-08-14Q2 2026NVDA6.2%AAPL5.3%MSFT3.4%
Akre Capital ManagementChuck Akre2026-08-14Q2 2026MA20.0%MCO10.3%BN10.1%
Altimeter Capital ManagementAltimeter Capital Management2026-08-14Q2 2026NVDA19.2%CBRS16.2%META7.8%
Ancient ArtAncient Art2026-08-14Q2 2026IBKR22.9%Z13.9%UPWK12.3%
Appaloosa ManagementDavid Tepper2026-08-14Q2 2026AMZN16.0%MU15.1%TSM10.5%
Ariel InvestmentsJohn Rogers2026-08-14Q2 2026MSGE4.3%OSW4.2%CRL3.4%
ARK Investment ManagementARK Investment Management2026-08-14Q2 2026TSLA7.5%AMD5.3%SPCX5.0%
Atlantic Investment ManagementAlex Roepers2026-08-14Q2 2026ASH17.5%APTV14.5%KEX13.2%
Atreides ManagementAtreides Management2026-08-14Q2 2026SPCX41.9%MU7.4%CBRS6.2%
Baker Bros. AdvisorsBaker Bros. Advisors2026-08-14Q2 2026INCY17.5%ONC12.6%RVMD10.7%
Berkshire HathawayWarren Buffett2026-08-14Q2 2026AAPL22.0%AXP17.1%KO10.9%
Brave Warrior AdvisorsGlenn Greenberg2026-08-14Q2 2026ICLR11.9%OMF10.1%SNX8.4%
Bridgewater AssociatesBridgewater Associates2026-08-14Q2 2026SPY16.3%IVV9.2%NVDA3.2%
Broad Run Investment ManagementBroad Run Investment Management2026-08-14Q2 2026ASTS19.9%AMAT16.4%SUNB7.9%
CAS Investment PartnersClifford Sosin2026-08-14Q2 2026CVNA78.9%HGV14.5%META4.1%
Century ManagementArnold Van Den Berg2026-08-14Q2 2026DELL5.7%PHYS5.3%INTC4.2%
Coatue ManagementPhilippe Laffont2026-08-14Q2 2026TSM8.8%LRCX8.4%MU7.5%
Coliseum Capital ManagementColiseum Capital Management2026-08-14Q2 2026SONO21.0%BLDR20.0%HRI13.8%
Darsana Capital PartnersDarsana Capital Partners2026-08-14Q2 2026SPCX77.8%AMZN2.7%ECHO2.3%
Deerfield Management CompanyDeerfield Management Company2026-08-14Q2 2026RVMD4.7%PRAX3.4%VTRS3.3%
Dorsal Capital ManagementDorsal Capital Management2026-08-14Q2 2026AMZN11.4%TSM9.8%FWONK8.0%
Dorsey Asset ManagementPat Dorsey2026-08-14Q2 2026ASML16.6%APP14.5%RPRX8.8%
Dragoneer Investment GroupDragoneer Investment Group2026-08-14Q2 2026SPCX48.2%AMD19.3%AMZN10.7%
Duquesne Family OfficeStanley Druckenmiller2026-08-14Q2 2026NTRA19.9%TSM6.5%STM5.3%
Durable Capital PartnersHenry Ellenbogen2026-08-14Q2 2026RBC10.7%DASH7.5%Q7.2%
Eagle Capital ManagementEagle Capital Management2026-08-14Q2 2026AMZN8.3%UNH7.3%MELI7.3%
EdgePoint Investment GroupEdgePoint Investment Group2026-08-14Q2 2026QSR9.4%DLTR8.8%RBA8.4%
Elliott Management CorporationElliott Management Corporation2026-08-14Q2 2026TFPM27.9%PSX22.8%SU11.1%
Engaged CapitalGlenn Welling2026-08-14Q2 2026VFC23.1%YETI18.1%GXO15.3%
Engle Capital PartnersEngle Capital Partners2026-08-14Q2 2026WULF18.3%CDNL11.6%ROAD9.7%
Fairfax Financial HoldingsPrem Watsa2026-08-14Q2 2026EGO16.2%KHC12.8%UAA11.0%
Fairholme CapitalBruce Berkowitz2026-08-14Q2 2026JOE76.4%EPD13.5%OZK3.2%
Fairview Capital Investment ManagementFairview Capital Investment Management2026-08-14Q2 2026GOOG9.3%LNG6.5%LPLA5.7%
First Pacific AdvisorsFPA2026-08-14Q2 2026ADI7.9%GOOGL6.2%GOOG5.8%
FundsmithTerry Smith2026-08-14Q2 2026MAR7.0%SYK6.7%WAT6.2%
Gates Foundation TrustMichael Larson2026-08-14Q2 2026BRK-B21.4%CAT19.7%CNI18.0%
Gladstone Capital ManagementGladstone Capital Management2026-08-14Q2 2026GOOGL17.8%PWR12.8%V9.4%
Glenview Capital ManagementGlenview Capital Management2026-08-14Q2 2026GPN12.9%CVS10.0%THC8.4%
Greenlea Lane CapitalJosh Tarasoff2026-08-14Q2 2026AMZN18.3%BN16.3%BRK-A13.0%
Greenlight Capital (DME)David Einhorn2026-08-14Q2 2026GRBK19.4%FLR6.2%CNR4.7%
H&H International InvestmentDuan Yongping2026-08-14Q2 2026AAPL41.1%BRK-B24.2%PDD10.0%
Hillhouse Capital AdvisorsHillhouse Capital Advisors2026-08-14Q2 2026LEGN20.8%FUTU19.9%AVBP16.4%
Hillman Capital ManagementHillman2026-08-14Q2 2026CVS4.2%BIIB3.8%DD3.7%
Himalaya CapitalLi Lu2026-08-14Q2 2026GOOGL24.5%GOOG23.4%PDD22.2%
Holocene AdvisorsHolocene Advisors2026-08-14Q2 2026AMZN7.6%MSFT3.7%TSLA3.4%
Jericho Capital Asset ManagementJericho Capital Asset Management2026-08-14Q2 2026FFIV7.3%APP7.1%LYV6.3%
JS Capital ManagementJS Capital Management2026-08-14Q2 2026PACK100.0%
Kensico Capital ManagementKensico Capital Management2026-08-14Q2 2026APP28.1%HWM23.4%GOOGL9.3%
Kora ManagementKora Management2026-08-14Q2 2026SE43.1%NBIS15.3%NU11.5%
Lakewood Capital ManagementLakewood Capital Management2026-08-14Q2 2026CI6.1%AXTA6.1%ICLR5.3%
Lansdowne Partners (UK)Lansdowne Partners (UK)2026-08-14Q2 2026TSM29.0%ARM15.6%DAL9.5%
Leon CoopermanLeon Cooperman2026-08-14Q2 2026VRT20.4%RKT9.3%ET7.2%
Light Street Capital ManagementLight Street Capital Management2026-08-14Q2 2026TSM12.7%AMD7.5%ALAB7.1%
Lone Pine CapitalStephen Mandel2026-08-14Q2 2026NBIS7.2%ASML6.9%STX5.9%
Luxor Capital GroupLuxor Capital Group2026-08-14Q2 2026NRG11.2%SGI10.3%PFGC8.0%
Mairs & PowerMairs & Power2026-08-14Q2 2026NVDA8.6%MSFT6.7%AMZN5.7%
Maverick CapitalLee Ainslie2026-08-14Q2 2026NVDA5.5%AMD5.1%ALAB4.7%
Miller Value PartnersBill Miller2026-08-14Q2 2026NBR8.8%GTN6.8%SPUU5.8%
Oakmark Funds (Harris Associates)Bill Nygren2026-08-14Q2 2026KDP4.0%ABNB3.6%CRM3.4%
Oaktree Capital ManagementHoward Marks2026-08-14Q2 2026TRMD9.9%EXE9.0%GTX5.2%
OrbiMed AdvisorsOrbiMed Advisors2026-08-14Q2 2026EWTX12.0%ELVN6.6%LLY5.9%
Orbis Investment ManagementOrbis Investment Management2026-08-14Q2 2026CPAY6.2%NBIS6.2%QXO4.5%
Owl Creek Asset ManagementOwl Creek Asset Management2026-08-14Q2 2026ATEX49.4%RJET8.0%PCG7.0%
Palestra Capital ManagementPalestra Capital Management2026-08-14Q2 2026STX12.6%LIN7.7%ADI7.6%
Paulson & Co.Paulson & Co.2026-08-14Q2 2026MDGL27.9%PPTA26.1%AAMI16.2%
Praesidium Investment Management CompanyPraesidium Investment Management Company2026-08-14Q2 2026FROG21.2%JBL11.8%CLBT10.2%
Prescott General PartnersPrescott General Partners2026-08-14Q2 2026CACC46.8%CMPR18.8%WRLD17.3%
Punch Card ManagementNorbert Lou2026-08-14Q2 2026BRK-A42.4%CROX27.2%PDD12.4%
RA Capital ManagementRA Capital Management2026-08-14Q2 2026ASND23.8%PBLS6.9%RYTM6.4%
Route One Investment CompanyRoute One Investment Company2026-08-14Q2 2026POST10.8%AMZN10.2%GWRE9.4%
Royce & AssociatesRoyce & Associates2026-08-14Q2 2026ACA1.2%KWR1.1%MKSI0.9%
Ruane CunniffRuane Cunniff2026-08-14Q2 2026GOOGL11.1%TSM8.7%FWONK7.7%
RV CapitalRobert Vinall2026-08-14Q2 2026CVNA30.3%META20.4%CACC18.0%
Sachem Head Capital ManagementSachem Head Capital Management2026-08-14Q2 2026TLN10.9%STX9.5%PRMB9.0%
SCGE ManagementSCGE Management2026-08-14Q2 2026SPCX49.2%NVDA8.1%GOOGL6.8%
Select Equity GroupSelect Equity Group2026-08-14Q2 2026VIK4.8%LYV4.4%SGI3.7%
Semper AugustusChristopher Bloomstran2026-08-14Q2 2026BRK-B15.5%ALK10.6%BRK-A10.2%
ShawSpring PartnersDennis Hong2026-08-14Q2 2026BABA16.9%AMZN16.1%OKTA13.8%
Soroban Capital PartnersSoroban Capital Partners2026-08-14Q2 2026AMZN12.0%MA9.1%TDG8.5%
Soros Fund ManagementSoros family office2026-08-14Q2 2026AMZN3.7%GOOGL3.6%TSM3.3%
Southeastern Asset ManagementMason Hawkins2026-08-14Q2 2026RYN10.5%MAT8.9%CNX8.3%
Spruce House Investment ManagementSpruce House Investment Management2026-08-14Q2 2026APP27.1%CVNA22.6%CPAY8.6%
SRS Investment ManagementSRS Investment Management2026-08-14Q2 2026CAR24.1%NFLX10.1%RBLX6.7%
Summit Street Capital ManagementSummit Street Capital Management2026-08-14Q2 2026LNTH6.2%MOH5.8%HUM5.1%
Suvretta Capital ManagementSuvretta Capital Management2026-08-14Q2 2026MANE10.8%ARQT6.9%LEGN4.3%
Sylebra CapitalSylebra Capital2026-08-14Q2 2026AEVA49.3%PCT29.3%PI11.8%
TCI Fund ManagementChris Hohn2026-08-14Q2 2026GE33.6%V19.8%MCO12.3%
Third PointDaniel Loeb2026-08-14Q2 2026WBD11.5%GOOGL9.5%AMZN9.0%
ThornTree Capital PartnersThornTree Capital Partners2026-08-14Q2 2026VIK8.8%CIEN8.7%NU8.4%
Tiger Global ManagementChase Coleman2026-08-14Q2 2026TSM9.7%AMZN9.6%NVDA9.3%
Tortoise Capital AdvisorsTortoise Capital Advisors2026-08-14Q2 2026TRGP9.6%WMB8.5%ET7.4%
Valiant Capital ManagementValiant Capital Management2026-08-14Q2 2026IWM16.1%SPY15.6%CORZ11.9%
Valley Forge Capital ManagementValley Forge2026-08-14Q2 2026FICO25.8%SPGI19.9%MCO19.1%
ValueAct CapitalValueAct2026-08-14Q2 2026V14.1%AMZN12.4%RKT11.6%
Viking Global InvestorsAndreas Halvorsen2026-08-14Q2 2026V6.3%TSM4.3%APD4.0%
Vivo CapitalVivo Capital2026-08-14Q2 2026TRVI8.7%PRAX8.3%ERAS6.9%
Wedgewood PartnersDavid Rolfe2026-08-14Q2 2026TSM10.4%GOOGL9.4%META8.9%
Whale Rock Capital ManagementWhale Rock Capital Management2026-08-14Q2 2026SNDK10.9%AMD7.0%GOOGL6.9%
Yiheng CapitalYiheng Capital2026-08-14Q2 2026NOAH28.6%BILI10.8%JD6.4%
Abrams Capital ManagementDavid Abrams2026-08-13Q2 2026LOAR47.1%LAD13.2%GOOGL8.9%
Baupost GroupSeth Klarman2026-08-13Q2 2026AMZN16.5%ELV9.1%QSR9.0%
Causeway Capital ManagementSarah Ketterer2026-08-13Q2 2026AZN19.0%CCL12.7%DB10.8%
Conifer ManagementGreg Alexander2026-08-13Q2 2026GPI46.4%EQH30.4%AIIR10.6%
Dodge & CoxDodge & Cox2026-08-13Q2 2026JCI4.3%SCHW3.7%RTX3.5%
EJF CapitalEJF Capital2026-08-13Q2 2026COSO3.5%SFNC3.4%BUSE2.9%
Gardner Russo & QuinnThomas Russo2026-08-13Q2 2026GOOG12.1%BRK-A12.0%PM9.2%
ICONIQ CapitalICONIQ Capital2026-08-13Q2 2026TTAN23.3%NTSK20.9%PCOR17.1%
Infrastructure Capital AdvisorsInfrastructure Capital Advisors2026-08-13Q2 2026ET6.2%SUN5.2%PAA5.2%
Long Pond CapitalLong Pond Capital2026-08-13Q2 2026SBAC16.6%IRT9.0%JAN7.7%
Meritage GroupMeritage Group2026-08-13Q2 2026MSFT18.4%AMZN14.2%COF10.2%
Oakcliff CapitalBryan Lawrence2026-08-13Q2 2026IBKR33.4%GOOG15.6%GIL13.1%
Pabrai InvestmentsMohnish Pabrai2026-08-13Q2 2026HCC43.3%RIG30.5%AMR26.1%
Patient Capital ManagementSamantha McLemore2026-08-13Q2 2026RPRX6.7%C6.5%GOOGL6.2%
Platinum Investment ManagementPlatinum Investment Management2026-08-13Q2 2026ZTO11.0%MU5.0%LRCX4.9%
Renaissance TechnologiesRenaissance Technologies2026-08-13Q2 2026NVDA2.0%META1.6%INTC1.4%
RR AdvisorsRR Advisors2026-08-13Q2 2026KNTK11.2%AM10.0%WMB8.1%
Sands Capital ManagementSands Capital Management2026-08-13Q2 2026NVDA10.4%TSM7.0%GOOGL6.5%
Triple Frond PartnersTriple Frond2026-08-13Q2 2026ASML21.1%TDG12.7%MSFT11.7%
WCM Investment ManagementWCM Investment Management2026-08-13Q2 2026STX9.3%TSM7.6%SE5.7%
AKO CapitalAKO Capital2026-08-12Q2 2026ALC15.2%SUNB10.6%V7.9%
Aquamarine CapitalGuy Spier2026-08-12Q2 2026BBD35.8%YPF31.2%GGAL9.7%
Capital Research Global InvestorsCapital Research Global Investors2026-08-12Q2 2026AVGO6.0%NVDA5.7%MSFT4.9%
Capital World InvestorsCapital World Investors2026-08-12Q2 2026AVGO5.4%MU4.0%GOOGL3.5%
Chou AssociatesFrancis Chou2026-08-12Q2 2026BRK-A29.7%GOOG11.8%SYF7.8%
Fuller & Thaler Asset ManagementFuller & Thaler Asset Management2026-08-12Q2 2026AMCR1.8%DOC1.7%EXEL1.3%
Lyrical Asset ManagementLyrical Asset Management2026-08-12Q2 2026FLEX9.5%JCI5.6%NRG5.0%
Sound Shore ManagementHarry Burn2026-08-12Q2 2026TEVA4.0%LUV3.9%BAC3.6%
Third Avenue ManagementThird Avenue2026-08-12Q2 2026TDW10.0%BCC7.5%VAL6.0%
Trian Fund ManagementNelson Peltz2026-08-12Q2 2026GE35.6%SOLV15.0%WEN6.0%
Weitz Investment ManagementWallace Weitz2026-08-12Q2 2026BRK-B9.4%GOOG6.6%DHR6.5%
Davis AdvisorsChristopher Davis2026-08-11Q2 2026COF7.1%USB5.6%CVS5.3%
Kayne Anderson Capital AdvisorsKayne Anderson Capital Advisors2026-08-11Q2 2026WMB9.8%EPD9.3%ET9.1%
Yacktman Asset ManagementYacktman2026-08-11Q2 2026CNQ8.0%BRK-B7.2%GOOG4.9%
Generation Investment ManagementGeneration Investment Management2026-08-10Q2 2026DHR12.5%AMZN12.0%MSFT11.3%
Robotti & Company AdvisorsRobotti & Company Advisors2026-08-10Q2 2026TDW31.3%BLDR7.4%FPH5.9%
Vulcan Value PartnersVulcan Value2026-08-10Q2 2026EG11.3%MSFT11.2%RYAN9.1%
Jensen Investment ManagementJensen2026-08-07Q2 2026GOOGL6.9%MSFT6.7%AMZN6.1%
Pzena Investment ManagementRichard Pzena2026-08-07Q2 2026MGA6.5%HUM5.1%BAX4.1%
Tweedy BrowneTweedy Browne2026-08-07Q2 2026CNH17.1%IONS13.7%KOF9.3%
Motley Fool Asset ManagementMotley Fool Asset Management2026-08-06Q2 2026NVDA8.4%GOOG8.1%AAPL7.6%
Glynn Capital ManagementGlynn Capital Management2026-08-05Q2 2026OSCR20.2%INFQ15.8%TSM7.1%
Polen Capital ManagementPolen2026-08-04Q2 2026LLY6.9%NVDA6.9%MSFT6.7%
Veritas Asset ManagementVeritas Asset Management2026-08-04Q2 2026AMZN9.8%MA9.2%CP8.9%
Markel GroupTom Gayner2026-07-31Q2 2026GOOG7.4%BRK-A6.4%BRK-B5.8%
Torray FundsTorray2026-07-30Q2 2026AVGO5.2%RPRX4.6%CEG3.6%
Alps AdvisorsAlps Advisors2026-07-29Q2 2026ET7.8%SUN7.7%MPLX7.6%
Cantillon Capital ManagementWilliam Von Mueffling2026-07-29Q2 2026AVGO10.6%GOOGL9.2%TSM8.2%
Cushing Asset ManagementCushing Asset Management2026-07-28Q2 2026TRGP7.4%ET6.8%WMB6.2%
Greenhaven AssociatesGreenhaven2026-07-28Q2 2026LEN11.8%TOL10.7%BDX9.9%
Egerton CapitalJohn Armitage2026-07-21Q2 2026V14.1%GOOG11.2%APH8.3%
Zevenbergen Capital InvestmentsZevenbergen Capital Investments2026-07-16Q2 2026NVDA8.3%AMD5.5%TSLA5.1%
Lindsell TrainLindsell Train2026-07-15Q2 2026GOOGL17.5%TKO16.1%FICO10.3%
Matrix Asset AdvisorsDavid Katz2026-07-15Q2 2026MSFT5.2%MAVF4.4%GOOG3.9%
Chickasaw Capital ManagementChickasaw Capital Management2026-07-14Q2 2026TRGP15.9%ET10.6%MPLX10.6%
Eminence CapitalEminence Capital2026-05-15Q1 2026SE7.7%AMZN7.4%PFGC7.3%
Pershing Square CapitalBill Ackman2026-05-15Q1 2026BN17.6%AMZN17.4%UBER15.7%
Matrix Capital Management CompanyMatrix Capital Management Company2026-05-14Q1 2026AURA100.0%
Olstein Capital ManagementRobert Olstein2026-04-21Q1 2026DIS2.2%ST2.1%AVTR2.1%
Makaira PartnersStaleTom Bancroft2026-02-11Q4 2025CHTR26.8%DPZ12.1%LAMR11.9%
Bares Capital ManagementStaleBares Capital Management2025-11-14Q3 2025PEGA17.9%XYZ13.3%WDAY13.2%
Valinor ManagementStaleValinor Management2025-11-14Q3 2025NEXT100.0%
SQN InvestorsStaleSQN Investors2025-11-12Q3 2025KLAR100.0%
Tybourne Capital Management (HK)StaleTybourne Capital Management (HK)2025-11-06Q3 2025TSHA39.1%ALMS18.0%ZNTL4.7%
Scion Asset ManagementStaleMichael Burry2025-11-03Q3 2025MOH35.1%LULU26.1%SLM19.5%
Fir Tree PartnersStaleFir Tree Partners2025-05-15Q1 2025SPY100.0%
Serenity CapitalStaleSerenity Capital2025-05-15Q1 2025ZTO60.0%BZ13.8%QFIN9.2%
174 investors · top holdings and weights are % of each filer's 13F book. Capital is a sourced denominator (AUM · equity · investment portfolio), shown for reference.Values