The Microcap Minute Smart Investor Tracker

Filings first, every morning

What the smart money filed while you slept.

When the world's best investors buy or sell a stock, they have to tell the US government, sometimes within two days. We read those reports every morning and put them here, in plain English. Every number comes straight from a public SEC filing: no estimates, no third-party feeds. We have written more about our Tracking Methodology here.

Open today's feed → Free to read · Updated once daily
30Investors tracked
10Moves this month
4Investors moving
2026-09-24Newest move
01

Daily Filing Feed

Every 13F, 13D, 13G and Form 4 the thirty file, read for you and kept for 31 days, newest first.

10Moves this month
 02

Portfolios

What each of the thirty owns, what it is worth, and what changed since last quarter, position by position.

30Investor portfolios
 03

Promoter Buying

S&P 500 insiders spending their own money. Genuine open-market purchases only, code P, within two days.

7 to 30Day window, you set it

Smart Investor Tracker

Daily Filing Feed

31-day window · Data through 2026-09-24 · Generated 2026-09-25 · Updates once daily, after the SEC filing day closes

DateInvestorFormCompany What happenedAmountSource
2026-09-24yesterdayHenry EllenbogenDurable Capital PartnersAmong the more interesting of the newer generation, and one of the most recent filers on the whole list.Form 4GSHDBOUGHT 150,000 @ $47.322,720,260 GSHD held after~$7.10mSEC filing ↗
2026-09-214d agoGreg AlexanderConifer ManagementConcentrated, and no public profile whatsoever.Form 4GPIBOUGHT 1,200 @ $260.821,512,290 GPI held after~$313.0kSEC filing ↗
2026-09-214d agoWarren BuffettBerkshire HathawayWe do not track him for ideas, which at his size would be pointless. We track him because the reasoning behind every holding is published every year, and that is the standard we try to write to.Form 4LEN, LEN.BBOUGHT 267,585 @ $78.41528,217 LEN, LEN.B held after~$20.98mSEC filing ↗
2026-09-214d agoWarren BuffettBerkshire HathawayWe do not track him for ideas, which at his size would be pointless. We track him because the reasoning behind every holding is published every year, and that is the standard we try to write to.Form 3LEN, LEN.Bdetails in filing453,196 LEN, LEN.B held afterSEC filing ↗
2026-09-1114d agoGreg AlexanderConifer ManagementConcentrated, and no public profile whatsoever.Form 4GPIBOUGHT 3,550 @ $280.061,446,640 GPI held after~$994.2kSEC filing ↗
2026-09-0817d agoGreg AlexanderConifer ManagementConcentrated, and no public profile whatsoever.Form 4GPIBOUGHT 1,132 @ $278.181,362,640 GPI held after~$314.9kSEC filing ↗
2026-09-0421d agoWarren BuffettBerkshire HathawayWe do not track him for ideas, which at his size would be pointless. We track him because the reasoning behind every holding is published every year, and that is the standard we try to write to.Form 4BRK.Agift 10317 BRK.A held afterSEC filing ↗
2026-09-0322d agoGreg AlexanderConifer ManagementConcentrated, and no public profile whatsoever.Form 4GPIBOUGHT 3,539 @ $269.661,222,360 GPI held after~$954.3kSEC filing ↗
2026-09-0322d agoGreg AlexanderConifer ManagementConcentrated, and no public profile whatsoever.Form 3GPIdetails in filing1,192,260 GPI held afterSEC filing ↗
2026-08-2630d agoFrancois RochonGiverny CapitalHe publishes an annual list of his own worst decisions of the year. That single habit makes his letters more useful than most paid research.13F-HR/AUS long portfolioquarterly report51 positions, holdings as of 2026-06-30$2,974.32bnSEC filing ↗

Source: US SEC EDGAR public filings, checked daily. Big trades by company insiders and large owners appear within 2 business days; full portfolio reports appear once a quarter, 45 days after the quarter ends. The linked filing is the authoritative record.

How the thirty were chosen

The list is our own. We started from the investors who file public holdings reports in the United States and whose records are long enough to be judged, read what has been published about each of them, and then asked four things of each: how concentrated the portfolio is, whether the person named on the door still makes the decisions, how long and how good the record is, and how recently they last filed. Two shortlists were drawn up separately and then argued against each other, which is how several names were added and one was taken out. Every claim about a record or a status was checked against published reporting before anybody was included or left off, and the words on this page are ours.

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