Ever wondered what the world’s most successful investors are truly buying and selling? 13F filings reveal the truth behind public statements, showing patterns, conviction, and emerging trends. From healthcare surges to tech bets, this guide decodes the real strategies of Buffett, Burry, Ackman, and others—helping you see beyond the headlines and focus on the signals that matter for long-term wealth.

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You don’t have the luxury of time to watch every market interview or dig through dozens of 13F filings. What you need is clarity—what matters, what doesn’t, and how to translate the moves of billion-dollar investors into perspective you can actually use.

The truth is this: every quarter, the world’s most closely watched money managers reveal their trades. These snapshots don’t tell you what they’re holding today—they tell you what they held at least six weeks ago. Still, patterns emerge. Strategies unfold. And if you pay attention, you can see the tension between what these investors say on television and what they actually do with their capital.

Let’s peel back the curtain and see what really happened in the latest round of super investor filings.

Before diving into the trades, it’s worth clearing the fog. A 13F filing is not a live portfolio feed—it’s a lagging indicator. By the time you see Warren Buffett’s “new” stake in UnitedHealth, it could already be three months old. That means Buffett might have doubled his position since then… or sold it entirely.

So why should you care? Because what matters isn’t catching the exact trade—it’s understanding conviction. When multiple world-class investors, with different strategies and mandates, all circle around the same names, that’s not noise. That’s a signal.

Case in point: UnitedHealth. Once battered, now a common thread across Buffett, Michael Burry, and David Tepper’s portfolios. It’s not about copying them trade for trade—it’s about seeing that these investors, who rarely agree on much, all decided the stock was mispriced. That should make you stop and think.

Not long ago, David Tepper famously said “buy everything China.” On paper, that was the narrative. In practice? Quarter after quarter, he trimmed those very holdings. Baidu, JD.com, and Pinduoduo—all quietly reduced.

Howard Marks showed a similar shift. Known for spotting distressed value, he too pulled back from Chinese tech darlings like Bilibili and JD. Instead, he leaned heavier into energy and industrials—boring, maybe, but steady cash machines in a volatile world.

What does this tell you? Public pronouncements are theater. Filings are the truth. The wealthiest investors don’t reveal their playbook on CNBC; they reveal it in their trades.

For you, that means resisting the temptation to chase headlines. If billionaires themselves hedge their words and actions, the safer bet is to trust the allocations, not the soundbites.

Some super investors run sprawling portfolios—Daniel Loeb’s Third Point now stretches across nearly 50 positions. That’s breadth over depth. It’s a way of balancing conviction with flexibility, spreading bets across industries while still holding large stakes in core names like PG&E, Nvidia, and Amazon.

Then there’s the other extreme: Valley Forge Capital Management. Just nine positions. Nearly half the fund is concentrated in three stocks—FICO, $SPX ( ▼ 0.32% ) Global, and Mastercard. No gimmicks, no rapid-fire trading. Just a firm belief in moats so wide that competitors can’t cross them.

What’s the takeaway? You don’t need 40 names to win. But you do need alignment. If your time and bandwidth are limited, maybe your portfolio should look more like Valley Forge—focused, deliberate, unshaken by noise.

Ask yourself: would you rather own ten businesses you fully understand or fifty tickers you barely follow?

Some moves this quarter stood out because they went against the grain.

And then, of course, Buffett. Despite trimming Apple, his anchor position remains colossal. But it was the addition of UnitedHealth that caught eyes. Sometimes, the Oracle of Omaha doesn’t need to make a dozen moves. One well-placed bet sends the whole market buzzing.

It’s easy to get lost in the details of who bought what, who trimmed, who sold. But what really matters is the story these trades tell together.

So, where does that leave you?

Not with a shopping list. Not with a rush to copy trades. But with a framework: watch what the best investors do, notice the overlap, and remember that their portfolios aren’t built for Twitter likes. They’re built for the long game.

You don’t need to catch every move. You just need to stay clear-eyed, focused, and deliberate. The noise is endless. But the signals—when you spot them—are few, and they’re powerful.

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Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.