2.9% of the 13F
Crocs retired 7.6% of its shares in twelve months, so this stake grew 8.3% without buying a share.
Shares held, 8 quarters
Superinvestors › Li Lu
Li Lu’s cannibal stocks
Himalaya Capital Management · 13F for Q2 2026
3%of the portfolio in cannibals
3cannibals held
$3.7Bin 6 stock positions
<0.1% of the 13F
H&R Block retired 2.5% of its shares in twelve months, so this stake grew 2.6% without buying a share.
Shares held, 8 quarters
<0.1% of the 13F
MSCI retired 3.2% of its shares in twelve months, so this stake grew 3.4% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Cannibal Stocks research
Cannibal Stocks on Li Lu
Questions
Which cannibal stocks does Li Lu own?
In the Q2 2026 13F, Himalaya Capital Management held CROX, HRB, MSCI. 3 of them are on the Buyback Radar leaderboard.
How much of Li Lu's portfolio is in cannibals?
About 3% of the $3.7B reported in the Q2 2026 13F.
Where does this data come from?
From Himalaya Capital Management's 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help Li Lu?
Crocs retired 7.6% of its shares in the last twelve months. That alone made every remaining share, including Li Lu's 887,093, 8.3% bigger as a slice of the company, without buying anything.
Li Lu’s moves in companies like these are covered on Cannibal Stocks.
Read Cannibal Stocks All superinvestors →