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13F Filings Just Dropped - What Superinvestors Bought Most In Q2 2026

This video discusses the top 10 most bought stocks by "super investors" in Q2 2026, based on 13F filings. The creator provides brief overviews of each company, touching on their business, recent financial performance, and their own investment perspective. Valuation is discussed for some stocks, with a focus on identifying potential turnaround situations or companies with strong moats.

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Tickers discussed in this post

DRSNeutralLow ConvictionResearch Only

Berkshire Hathaway increased its stake in Leonard Corporation.

NYTBullishMedium ConvictionSignal-backedSecondary

Berkshire Hathaway increased its stake in The New York Times.

DALBullishMedium ConvictionSignal-backedSecondary

Berkshire Hathaway is increasing its stake in Delta Airlines, likely a move by Greg Abel.

MBullishMedium ConvictionSignal-backedSecondary

Berkshire Hathaway doubled its stake in Macy's.

STZBearishHigh ConvictionSignal-backedSecondary

Berkshire Hathaway completely sold out of its position in Constellation Brands.

NUEBearishMedium ConvictionSignal-backedSecondary

Berkshire Hathaway reduced its stake in New Core, a steel company, by more than 50%.

BACBearishMedium ConvictionSignal-backedSecondary

Berkshire Hathaway reduced its stake in Bank of America by 6%.

MSFTBullishHigh ConvictionSignal-backedPrimary

Microsoft is the most bought stock by super investors, with many considering its recent 30% dip below $400 as too cheap to ignore.

METANeutralMedium ConvictionSignal-backedPrimary

Meta Platforms has dipped over 30% from its all-time high due to legal battles, presenting a potential buying opportunity for investors.

VBullishHigh ConvictionSignal-backedPrimary

Visa is a great business and solid compounder that rarely gets undervalued, but investors bought it when it dipped below $300, considering it too cheap.

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Tracked calls opened from this post

V
buy opened Aug 19, 2026
+8.74%
STZ
sell opened Aug 19, 2026
+0.84%
SPGI
buy opened Aug 19, 2026
+4.31%
MSFT
buy opened Aug 19, 2026
+9.87%