Superinvestors
Who owns the cannibals.
The great investors, their latest 13F, and how much of it sits in companies that buy back their own shares.
Mohnish PabraiDalal Street
69%of the portfolio in cannibals
HCC43.3%
AMR26.1%
Q2 2026 13FSee the holdings →
Greg AlexanderConifer Management
46%of the portfolio in cannibals
GPI46.4%
Q2 2026 13FSee the holdings →
Chuck AkreAkre Capital Management
8%of the portfolio in cannibals
CPRT4.4%
ORLY3.9%
Q2 2026 13FSee the holdings →
Seth KlarmanBaupost Group
4%of the portfolio in cannibals
AON4.2%
Q2 2026 13FSee the holdings →
Tom GaynerMarkel Group
3%of the portfolio in cannibals
BX1.1%
NVR0.6%
MSCI0.6%AON0.3%
ALL0.3%
DPZ<0.1%
Q2 2026 13FSee the holdings →
Li LuHimalaya Capital Management
3%of the portfolio in cannibals
CROX2.9%
HRB<0.1%MSCI<0.1%
Q2 2026 13FSee the holdings →
Warren BuffettBerkshire Hathaway
<1%of the portfolio in cannibals
LPX0.1%NVR<0.1%
JEF<0.1%
DHI<0.1%
Q2 2026 13FSee the holdings →
HCC43.3%AMR26.1%
Q2 2026 13FSee the holdings →
Greg AlexanderConifer Management
46%of the portfolio in cannibals
GPI46.4%
Q2 2026 13FSee the holdings →
Chuck AkreAkre Capital Management
8%of the portfolio in cannibals
CPRT4.4%ORLY3.9%
Q2 2026 13FSee the holdings →
Seth KlarmanBaupost Group
4%of the portfolio in cannibals
AON4.2%
Q2 2026 13FSee the holdings →
Tom GaynerMarkel Group
3%of the portfolio in cannibals
BX1.1%NVR0.6%MSCI0.6%AON0.3%ALL0.3%DPZ<0.1%
Q2 2026 13FSee the holdings →
Li LuHimalaya Capital Management
3%of the portfolio in cannibals
CROX2.9%HRB<0.1%MSCI<0.1%
Q2 2026 13FSee the holdings →
Warren BuffettBerkshire Hathaway
<1%of the portfolio in cannibals
LPX0.1%NVR<0.1%JEF<0.1%DHI<0.1%
Q2 2026 13FSee the holdings →
Also tracked, no cannibals right now. Bill Ackman, David Abrams, David Tepper, Guy Spier, Michael Burry.
From 13F filings on EDGAR, the last eight quarters, amendments applied, options excluded. Updated 2026-10-17.
Which superinvestor owns the most cannibal stocks?
Tom Gayner, with 6 companies on the list in the Q2 2026 13F.
What is a 13F?
A quarterly SEC filing in which every US investment manager with more than $100 million in listed stocks reports its positions at quarter end. It is public and filed up to 45 days after the quarter.