Terms of use

Last updated June 6, 2026

Latticework is a free public-information site. Using it is simple, and so are these terms. Plain English, no surprises.

What this site is

Latticework reads SEC Form 13F-HR filings from the EDGAR public database and reformats them. The information shown — holdings, portfolio weights, quarterly moves — is itself public record. The site adds tables, search, charts, and AI-synthesized briefs on top of that public data.

Not investment advice

Nothing on this site is investment advice. We are not a broker, a registered investment adviser, or a fiduciary. We do not know your financial situation, your goals, or your risk tolerance. Past returns, position weights, and quarterly moves shown here are descriptive of public filings — they are not recommendations and they do not predict the future.

13F filings disclose long US equity positions only, with a 45-day legal disclosure lag. They do not show shorts, options, bonds, foreign listings, private holdings, or cash. A manager's real book may look very different from what their 13F shows.

Names, trademarks & affiliation

Latticework references publicly-known investors and their firms (e.g., Warren Buffett / Berkshire Hathaway, Bill Ackman / Pershing Square, Michael Burry / Scion Asset Management, Seth Klarman / Baupost) and the public companies whose securities they disclose. Those names, trademarks, and identifying marks are the property of their respective owners and are used here solely to identify and describe the subjects of public 13F filings — a use the law generally calls nominative fair use.

Latticework is not affiliated with, endorsed by, sponsored by, or partnered with any of the investors, funds, or companies named or analyzed on the site. The AI-synthesized briefs are independent commentary and do not represent the views of the parties they describe.

AI-generated content

Per-investor briefs, per-stock briefs, the weekly digest, and cohort-level commentary on this site are generated by large language models (currently Anthropic Claude) from public 13F data plus structured prompts. They may contain factual errors, misattributions, omissions, or interpretations that look confident but are wrong. Read them as analyst-style notes produced by a machine, not as verified statements of fact, and verify anything you act on against the underlying SEC filing linked from each page.

Not a securities recommendation

Nothing on this site constitutes an offer to sell, a solicitation to buy, or a recommendation regarding any security. We do not provide personalized investment advice. The aggregate, list, and per-investor pages describe what certain managers have disclosed; they are not suggestions about what you should do. Consult a licensed professional before making investment decisions.

No warranty

Data comes from third parties (SEC EDGAR, OpenFIGI, Yahoo Finance via yfinance, Anthropic Claude). We try to keep it accurate but provide no guarantee — quarters can be misfiled, CUSIPs can be unresolved, prices can have splits/adjustments that don't line up with our backtests. The site is provided as-is, without warranty of any kind, express or implied. If you trade on it, you accept the risk that the data is wrong.

Limitation of liability

To the maximum extent permitted by law, the operators of this site are not liable for any loss arising from your use of the site or reliance on its content.

Acceptable use

Read, share, learn. Don't scrape the site at volume that burdens it. Don't republish the AI-generated briefs as your own original work. Don't use the site to harass anyone listed on it. Be normal.

Indemnification

If your use of the site (for example, by republishing AI-generated briefs as authoritative, or by acting on the data in a way that creates a third-party dispute) results in a claim, demand, or expense against the site operators, you agree to defend and hold the operators harmless from that claim to the maximum extent permitted by law.

Governing law & venue

These terms are governed by the laws of the State of North Carolina, USA, without regard to its conflict-of-laws rules. Any dispute arising from your use of the site will be brought in the state or federal courts located in Mecklenburg County, North Carolina, and you consent to that venue.

Severability

If a court finds any provision of these terms unenforceable, the remainder stays in force.

Changes

These terms may change. The "Last updated" date at the top will reflect the most recent revision. Continued use after a change means you accept the new terms.

Questions? Source code on GitHub. See also our privacy notice.