The signal inside 54 portfolios

Where proven capital is converging right now.

Not a list of everything everyone holds — the handful of names where several high-track-record investors are independently buying, insiders are confirming, and the price is still near where the smart money got in.

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ADBEADOBE INC

Quality4 buying · 306 wt2 new-money insider buyBelow their cost

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MDLNMEDLINE INC-CL A

Quality4 buying · 315 wt2 new-money insider buyBelow their cost

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UBERUBER TECHNOLOGIES INC

Quality5 buying · 408 wt1 new-money insider buyIn the buy zone

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MELIMERCADOLIBRE INC

Quality6 buying · 462 wt3 new-money insider buyIn the buy zone

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FISVFISERV INC

Quality5 buying · 390 wt1 new-money insider buyBelow their cost

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SPGIS&P GLOBAL INC

Quality4 buying · 349 wt2 new-money insider buyIn the buy zone

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AVTRAVANTOR INC

Quality5 buying · 371 wt2 new-money insider buyIn the buy zone

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BROBROWN & BROWN INC

Quality3 buying · 238 wt1 new-money insider buyIn the buy zone

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AVGOBROADCOM INC

Special Situations5 buying · 395 wt2 new-money insider buyRan 13% ahead

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ADPAUTOMATIC DATA PROCESSING

Quality3 buying · 235 wt2 new-money insider buyIn the buy zone

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BLDRBUILDERS FIRSTSOURCE INC

Quality4 buying · 327 wt2 new-moneyBelow their cost

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MSFTMICROSOFT CORP

Quality8 buying · 653 wt1 new-moneyBelow their cost

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APPAPPLOVIN CORP-CLASS A

Quality4 buying · 320 wt1 new-moneyIn the buy zone

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LYBLyondellBasell Industries NV

Special Situations4 buying · 320 wt3 new-moneyIn the buy zone

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NFLXNETFLIX INC

Quality5 buying · 401 wt2 new-moneyBelow their cost

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WATWATERS CORP

Quality4 buying · 312 wt3 new-moneyIn the buy zone

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WLKWESTLAKE CORP

Special Situations3 buying · 239 wt1 new-moneyBelow their cost

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JBSJBS NV

Special Situations3 buying · 238 wt1 new-moneyBelow their cost

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CPNGCOUPANG INC

Quality5 buying · 389 wt3 new-moneyBelow their cost

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ULUNILEVER PLC-SPONSORED ADR

Quality4 buying · 309 wt1 new-moneyBelow their cost

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ORCLORACLE CORP

Quality4 buying · 314 wtBelow their cost

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OLNOLIN CORP

Quality4 buying · 315 wt1 new-moneyBelow their cost

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Quality / Special Situations name where 4 record-weighted investors — led by Semper Augustus Investments Group — opened or added to it in Q1 2026. At $21 it sits below the estimated $23–$25 accumulation band (an inferred range, not a reported cost).

Can you still buy alongside them?

est. entry $23–25

now $21

52-wk low $1852-wk high $30

Trading below the smart-money entry range — you can currently buy this cheaper than they did.

Who's buying — weighted by record

Christopher Bloomstran

Semper Augustus Investments Group

track 84

Added · 7%

Matthew McLennan

First Eagle Investment Management

track 79

New · 0%

Donald Yacktman

Yacktman Asset Management

track 78

Added · 2%

Joel Greenblatt

Gotham Asset Management

track 74

Added · 0%

Conviction score

77 / 100

record-weighted

vs entry mid

-13%

at or under their cost

Buyers this qtr

1 brand-new

Insider buys

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none logged

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CIGICOLLIERS INTL GR-SUBORD VOT

Quality6 buying · 468 wt1 new-moneyBelow their cost

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TSNTYSON FOODS INC-CL A

Quality4 buying · 317 wtBelow their cost

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ROPROPER TECHNOLOGIES INC

Quality4 buying · 316 wt2 new-moneyIn the buy zone

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SUNBSUNBELT RENTALS HOLDINGS INC

Quality8 buying · 663 wt8 new-moneyRan 0% ahead

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MCDMCDONALD'S CORP

Quality4 buying · 309 wtBelow their cost

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SOLSSOLSTICE ADV MATERIALS INC

Special Situations3 buying · 236 wt2 new-moneyBelow their cost

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FERGFERGUSON ENTERPRISES INC

Quality6 buying · 488 wt1 new-moneyIn the buy zone

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FDSFACTSET RESEARCH SYSTEMS INC

Quality4 buying · 309 wt2 new-moneyIn the buy zone

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Real 13F data, computed signals. Holdings are parsed from live SEC EDGAR 13F filings for the tracked investors. 13F filings are disclosed ~45 days after quarter-end and carry no cost basis — Glint's estimated entry zone and "still buyable" verdict exist precisely to account for that lag and are inferred from the quarter's trading range, not reported fills. Not investment advice; always verify current filings on SEC EDGAR and do your own work.