I Built a Small Agent That Watches the Best Investors

The best investors don’t move often, which is exactly why it’s worth noticing when they do.

People like Buffett, Klarman, and Pabrai hold positions for years, so a new buy tends to mean conviction rather than a trade. Because they manage over $100M, they also have to report their holdings to the SEC every quarter, and that data is public. Most people never look at it.

I built a small agent that reads those filings every day and pulls out what’s actually moving. It gives me two views.

The latest filings view shows what the most recently filed funds are buying. Fewer funds have reported, but the data is fresh, so you see moves before the quarter is fully in.

The consensus view uses the quarter where most funds have already filed. It’s a more complete picture and slightly older. When several funds independently land on the same stock, that’s the part I pay attention to.

Below is the latest scan. Loads fresh every time you open this page.

Holdings from SEC 13F filings. Not financial advice.