Decision Timeline

COF, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 41
Buy / add: 20
Trim / exit: 21

The cohort disagreed in Q2 2026.

At least one tracked manager bought or added while another trimmed or exited. The disagreement is the signal; it is not collapsed into a consensus score.

Eight-quarter evidence

8 reported quarters

Q2 2026
filed Sep 2, 2026
64d lag
ADD+47.5%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-11.5% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
EXITEXIT
Clifford Sosin · 6.0% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
ADD+489.3%
Daniel Loeb · 3.6% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
EXITEXIT
Stephen Mandel · 3.3% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-76.0%
Viking Global Investors · 0.8% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
TRIM-58.0%
Warren Buffett · 0.5% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 12, 2026
43d lag
NEWNEW
Wallace Weitz · 0.6% of reported portfolio
Original SEC filing ↗
-11.9% vs SPY
36 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-87.3%
Daniel Loeb · 3.7% of reported portfolio
Original SEC filing ↗
+14.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-45.4%
Viking Global Investors · 1.9% of reported portfolio
Original SEC filing ↗
+14.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
ADD+161.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+14.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
EXITEXIT
John Armitage · 5.5% of reported portfolio
Original SEC filing ↗
+16.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 7, 2026
37d lag
EXITEXIT
Harry Burn · 2.8% of reported portfolio
Original SEC filing ↗
+10.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-60.0%
Viking Global Investors · 4.1% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-20.6%
Daniel Loeb · 3.5% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TRIM-75.0%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
TRIM-24.3%
Dodge & Cox Funds · 1.4% of reported portfolio
Original SEC filing ↗
-17.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 10, 2026
41d lag
TRIM-20.0%
Harry Burn · 3.2% of reported portfolio
Original SEC filing ↗
-20.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-47.4%
Glenn Greenberg · 8.9% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-23.2%
Daniel Loeb · 5.0% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
ADD+30.3%
Viking Global Investors · 4.1% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TRIM-39.7%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 15, 2025
46d lag
EXITEXIT
Stanley Druckenmiller · 1.2% of reported portfolio
Original SEC filing ↗
-4.5% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+190.2%
Glenn Greenberg · 8.9% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+71.8%
Daniel Loeb · 5.0% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+134.7%
Lee Ainslie · 3.6% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+23.5%
Viking Global Investors · 3.5% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
ADD+36.7%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-35.3%
John Rogers · 0.6% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
TRIM-21.0%
Dodge & Cox Funds · 1.7% of reported portfolio
Original SEC filing ↗
-6.1% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 12, 2025
43d lag
ADD+161.7%
John Armitage · 5.1% of reported portfolio
Original SEC filing ↗
-4.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Viking Global Investors · 2.6% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
ADD+42003.5%
Glenn Greenberg · 2.6% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Lee Ainslie · 1.5% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Stanley Druckenmiller · 1.2% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 6, 2025
36d lag
TRIM-43.0%
John Armitage · 3.2% of reported portfolio
Original SEC filing ↗
+1.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
NEWNEW
Stephen Mandel · 4.3% of reported portfolio
Original SEC filing ↗
-0.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
NEWNEW
Daniel Loeb · 2.2% of reported portfolio
Original SEC filing ↗
-0.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+44.5%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-0.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 10, 2025
41d lag
NEWNEW
John Armitage · 3.2% of reported portfolio
Original SEC filing ↗
+4.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ADD+482.8%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+8.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 13, 2024
44d lag
TRIM-28.2%
John Rogers · 0.7% of reported portfolio
Original SEC filing ↗
+7.8% vs SPY
63 sessions after disclosure
direction not supported so far

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.