Super Investors - Track Superinvestor 13F Portfolios

Hist	Stock	Activity	Share change	% change to portfolio
Q1 2026filed May 15, 267 added1 reduced1 exited
≡	SWX – Southwest Gas Holdings Inc.	Sell	−6,032,604	−5.72
≡	SATS – EchoStar Corporation	Reduce 58.00%	−1,950,000	−2.40
Q4 2025filed Feb 17, 269 added2 reduced
≡	SATS – EchoStar Corporation	Reduce 23.00%	−1,000,000	0.68
≡	IFF – International Flavors and Fragrances Inc.	Reduce 10.00%	−475,000	0.21
Q3 2025filed Nov 14, 252 new9 added1 reduced1 exited
≡	BHC – Bausch Health Companies Inc.	Sell	−34,721,118	−2.93
≡	SWX – Southwest Gas Holdings Inc.	Reduce 20.00%	−1,500,000	−1.94
Q2 2025filed Aug 14, 2511 added2 exited
≡	DAN – Dana Inc.	Sell	−14,286,505	−2.54
≡	ILMN – Illumina Inc.	Sell	−220,000	−0.23
Q1 2025filed May 15, 259 added2 reduced
≡	CVI – CVR Energy Inc	Reduce 94.00%	−14,536,323	−3.67
≡	SWX – Southwest Gas Holdings Inc.	Reduce 22.00%	−2,100,000	−1.96
Q4 2024filed Feb 14, 255 added4 reduced
≡	UAN – CVR Partners, LP	Reduce 96.00%	−3,717,808	−2.47
≡	SWX – Southwest Gas Holdings Inc.	Reduce 13.00%	−1,390,000	0.95
≡	ILMN – Illumina Inc.	Reduce 91.00%	−390,000	−0.50
≡	CTRI – Centuri Holdings, Inc.	Reduce 31.00%	−1,105,434	0.06
Q2 2024filed Aug 14, 242 new6 added2 exited
≡	OXY/WS – Occidental Petroleum Corp Wts	Sell	−10,796,024	−3.90
≡	CNDT – Conduent Inc	Sell	−38,149,336	−1.08
Q1 2024filed May 15, 242 new6 added1 reduced2 exited
≡	FE – FirstEnergy Corp	Sell	−5,887,171	−1.98
≡	OXY/WS – Occidental Petroleum Corp Wts	Reduce 47.00%	−5,106,616	−1.79
≡	NWL – Newell Brands, Inc	Sell	−5,940,744	−0.47
Q4 2023filed Feb 14, 241 new4 added5 reduced1 exited
≡	CVI – CVR Energy Inc	Reduce 77.00%	−51,192,381	−14.48
≡	CVI – CVR Energy Inc	Reduce 23.00%	−15,500,000	−4.57
≡	OXY/WS – Occidental Petroleum Corp Wts	Reduce 65.00%	−10,796,024	−3.87
≡	OXY/WS – Occidental Petroleum Corp Wts	Reduce 35.00%	−5,689,408