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Tweedy Browne

4 November 2026 at 20:52

Bought: APTV WF ADBE GIB NOMD ACI LEN.B DKS TSN FBIN PVH ADIG
Added to: ZTS ARW GLOB DINO LULU HAFN BNS ASGN DIS EVTC ELV MTDR CROX CAG REZI BLDR BMY LPG GIII NTR VSNT ARLP ALSN TDW DVN ALLY CI CNC SIRI LW THO UPS HTLD HP BSM LKQ TAP SHOE AMN ABG BZH-OLD COP OEC FMC AAP UNH WU

Yacktman Asset Management

2 November 2026 at 20:04

Bought: MICC
Added to: INTU SPY BR EWY BRK.B CTSH PEP INGR DIS NWSA TSN OLN MSFT SYY PG UL EAF FICO LHX MAS AWI NOC ELV KVUE-OLD BIL MCO GOOG AON CPRT CL FDS BRBR EMBC MA JNJ MSCI WFC LMT V VRSK UNH UHAL.B

Thomas Gayner - Markel Group

30 October 2026 at 22:38

Bought: ZBRA MBGL WTS WSC VVV XRN TYL TOST XPEL XPO VGZ XYL SLAB SITE CPRT VMC
Added to: ZTS WSO FNV ROL NFLX LIN HD WY APD EPD DIS OTIS RLI FERG SUNB LPLA LOW TMO UFPI XOM UNP HCA CARR CP NVR MELI CSX MAR

Richard Pzena - Pzena Investment Management

30 October 2026 at 22:08

Bought: GEHC ADIG REGN BLK SWX SANM CRUS LHX JBL
Added to: GL LKQ ACN SSNC MSFT UHS CDW GLOB TSN REZI FMS DOX BEKE AAP DIS MICC MBC G KT SAP EQH STZ ELV JPM CRBG ABM WFC PFE SNY HDB OLN GSK CBRE UVV PHG STT HSBC RF ING GD LDOS NVDA AIG ABEV HCA ADBE VALE SMFG DOCU TAK BCS

Torray Funds

30 October 2026 at 12:22

Bought: SPOT NUVB HII SPCX TMO HPE
Added to: TXN AVGO NEE PEP CEG BE ZM MPWR FN BWXT TW NOVT ABBV PLD JKHY PFE CASY OKE DT VTI MTD

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