Disagreement Dossier · Q2 2026

Why great investors disagree on META.

Meta Platforms Inc-class A

9 tracked managers bought or added while 6 trimmed or exited in Q2 2026. These are disclosed position changes; the filings do not reveal why the managers disagreed.

Buying: 9
Selling: 6
Disagreement: 87
Later evidence: Buyers lead so far

Compare the changes and SEC sources ↓

Latticework Follow

Follow META

Email me only when a reviewed weekly edition contains a material new decision about META: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.

Confirm by email. Manage or stop follows in one click. See our privacy notice.

The buy side

First Eagle Investment Management102%
3.0% current reported weight · 2.4% before → 3.0% after · filed 2026-08-24
+27.1% vs SPY · 28 sessions
SEC source ↗
Pat Dorsey24%
7.2% current reported weight · 7.4% before → 7.2% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
David Tepper55%
5.1% current reported weight · 4.2% before → 5.1% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
Clifford SosinNEW
4.1% current reported weight · 0.0% before → 4.1% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
Lee AinslieNEW
3.9% current reported weight · 0.0% before → 3.9% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
Viking Global Investors76%
3.0% current reported weight · 1.7% before → 3.0% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
Bill MillerNEW
0.9% current reported weight · 0.0% before → 0.9% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
Dodge & Cox Funds29%
1.9% current reported weight · 1.6% before → 1.9% after · filed 2026-08-13
+24.1% vs SPY · 35 sessions
SEC source ↗
Sarah Ketterer39%
1.2% current reported weight · 1.0% before → 1.2% after · filed 2026-08-13
+24.1% vs SPY · 35 sessions
SEC source ↗

The sell side

Joel Greenblatt39%
0.7% prior reported weight · 0.7% before → 0.4% after · filed 2026-09-02
+19.5% vs SPY · 21 sessions
SEC source ↗
Terry Smith27%
6.1% prior reported weight · 6.1% before → 4.2% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
Daniel LoebEXIT
2.5% prior reported weight · 2.5% before → 0.0% after · filed 2026-08-14
+28.2% vs SPY · 34 sessions
SEC source ↗
Jensen Investment Management68%
3.8% prior reported weight · 3.8% before → 1.5% after · filed 2026-08-07
+22.7% vs SPY · 39 sessions
SEC source ↗
Polen Capital Management31%
1.9% prior reported weight · 1.9% before → 1.6% after · filed 2026-08-04
+23.5% vs SPY · 42 sessions
SEC source ↗
Robert OlsteinEXIT
1.0% prior reported weight · 1.0% before → 0.0% after · filed 2026-07-07
+17.3% vs SPY · 62 sessions
SEC source ↗

Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.

Eight-quarter decision map

How the disagreement evolved

Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.

Quarter

Bought or added

Trimmed or exited

Q2 2026
Split
Bought or added
- First Eagle Investment ManagementADD 102%
- Pat DorseyADD 24%
- David TepperADD 55%
- Clifford SosinNEW
- Lee AinslieNEW
- Viking Global InvestorsADD 76%
- Bill MillerNEW
- Dodge & Cox FundsADD 29%
- Sarah KettererADD 39%
Trimmed or exited
- Joel GreenblattTRIM 39%
- Terry SmithTRIM 27%
- Daniel LoebEXIT
- Jensen Investment ManagementTRIM 68%
- Polen Capital ManagementTRIM 31%
- Robert OlsteinEXIT
Q1 2026
Split
Bought or added
- Triple Frond PartnersADD 21%
- Daniel LoebNEW
- Viking Global InvestorsNEW
- Joel GreenblattADD 129%
- Polen Capital ManagementNEW
- Sarah KettererADD 31%
- Robert OlsteinADD 39%
Trimmed or exited
- David TepperTRIM 27%
Q4 2025
Split
Bought or added
- Bill AckmanNEW
- Jeffrey Ubben et alADD 36%
- David TepperADD 62%
- Mairs & Power FundsADD 23%
- Dodge & Cox FundsADD 27%
- Sarah KettererADD 27%
Trimmed or exited
- Terry SmithTRIM 26%
- Stephen MandelEXIT
- Daniel LoebEXIT
- Viking Global InvestorsEXIT
- Stanley DruckenmillerEXIT
- Joel GreenblattTRIM 59%
- John ArmitageEXIT
Q3 2025
Split
Bought or added
- Jeffrey Ubben et alADD 23%
- Daniel LoebADD 47%
- Viking Global InvestorsADD 250%
- Stanley DruckenmillerNEW
- Joel GreenblattADD 12693%
- Jensen Investment ManagementADD 97%
Trimmed or exited
- Chase ColemanTRIM 63%
- Pat DorseyTRIM 22%
- Terry SmithTRIM 38%
- Stephen MandelTRIM 21%
Q2 2025
Split
Bought or added
- Triple Frond PartnersADD 44%
- Mairs & Power FundsADD 758%
- Daniel LoebNEW
- Jensen Investment ManagementNEW
Trimmed or exited
- Jeffrey Ubben et alTRIM 39%
- David TepperTRIM 27%
- Viking Global InvestorsTRIM 82%
- Lee AinslieEXIT
- Joel GreenblattTRIM 98%
- John ArmitageTRIM 26%
Q1 2025
Split
Bought or added
- Jeffrey Ubben et alADD 380%
- Viking Global InvestorsNEW
- Lee AinslieNEW
- Triple Frond PartnersNEW
Trimmed or exited
- Daniel LoebEXIT
- Joel GreenblattTRIM 44%
- David AbramsTRIM 29%
- Wallace WeitzTRIM 24%
- David KatzTRIM 22%
Q4 2024
Split
Bought or added
- Daniel LoebADD 22%
- Joel GreenblattADD 194%
Trimmed or exited
- John ArmitageTRIM 22%
- David TepperTRIM 22%
Q3 2024
Split
Bought or added
- Jeffrey Ubben et alNEW
- Stephen MandelADD 36%
Trimmed or exited
- David TepperTRIM 33%
- Daniel LoebTRIM 50%
- Lee AinslieEXIT
- Prem WatsaEXIT
- Viking Global InvestorsEXIT
- Sarah KettererTRIM 31%
- John ArmitageTRIM 23%

Publisher-ready

Put this live disagreement in an article.

The compact widget refreshes with the filing data and links readers back to this evidence.

Get the widget →

The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.