Guides
Quarterly cross-manager roundups, plus how 13F filings work, what they can and cannot tell you, and how to use institutional and insider data without fooling yourself.
Q1 2026 13F Roundup: What 91 Superinvestors Bought and Sold
A cross-manager read of the March 2026 quarter: the two headline 'consensus buys' that were not buys at all, Buffett tripling Alphabet, and near-unanimous selling in Capital One and Wells Fargo.
2026-07-24 · 11 min read
What Is a 13F Filing? A Plain-English Guide
What a 13F filing is, who must file, what it shows (and hides), and how to read hedge fund portfolios on SEC EDGAR for free.
2026-07-17 · 7 min read
How to Read a 13F Filing (and What to Look For)
A practical guide to reading hedge fund 13F filings: portfolio weights, quarterly changes, conviction signals, and the traps that mislead beginners.
2026-07-17 · 7 min read
Does Copying Superinvestors Actually Work?
An honest look at 13F cloning: what the research says, why coattail investing often fails in practice, and how to use filings intelligently.
2026-07-17 · 7 min read
The Limits of 13F Data: What Filings Don't Tell You
Why 13F filings hide shorts, cash, bonds, and hedges, how the 45-day lag distorts the picture, and how to use the data responsibly anyway.
2026-07-17 · 7 min read
Insider Buying: How to Read Form 4 Filings
Learn to read SEC Form 4 filings: who counts as an insider, what transaction codes mean, and why open-market purchases are the signal worth watching.
2026-07-17 · 7 min read