Weekly Briefing · Aug 24–30, 2026
Francois Rochon cuts BRK/B and raises ADP
1 new 13F filing, 13 reported portfolio moves, and 5 notable congressional disclosures—ranked from primary-source data.
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- new 13Fs
- 1
- reported moves
- 13
- Hill disclosures
- 5
New since last week
The moves that matter
Ranked by change in portfolio weight
- 01Research →
Cut BRK/B from 6.6% to 4.2% of the reported 13F; $124M remained at quarter end.
Francois Rochon · filed Aug 26, 2026
- 02Research →
Raised ADP from 3.1% to 4.9% of the reported 13F; the quarter-end position was $147M.
Francois Rochon · filed Aug 26, 2026
- 03Research →
Cut KEYS from 3.3% to 1.7% of the reported 13F; $50M remained at quarter end.
Francois Rochon · filed Aug 26, 2026
- 04Research →
Opened NYT at 1.1% of the reported 13F; the quarter-end position was $34M.
Francois Rochon · filed Aug 26, 2026
- 05Research →
Cut MKL from 3.0% to 2.0% of the reported 13F; $60M remained at quarter end.
Francois Rochon · filed Aug 26, 2026
Cohort context
Where managers agree—and disagree
Latest reported quarter
Split signal: 5 bought while 5 sold in the latest reported quarter.
Buyers: AltaRock Partners, Bill Ackman, David Rolfe, Dennis Hong, Robert Vinall. Sellers: Chris Hohn, David Tepper, Duan Yongping, Terry Smith, William Von Mueffling.
Split signal: 3 bought while 5 sold in the latest reported quarter.
Buyers: Daniel Loeb, Stanley Druckenmiller, Warren Buffett. Sellers: Chase Coleman, David Abrams, Lindsell Train, Terry Smith, William Von Mueffling.
Split signal: 3 bought while 5 sold in the latest reported quarter.
Buyers: AltaRock Partners, Chase Coleman, Stephen Mandel. Sellers: Chuck Akre, Terry Smith, Valley Forge Capital Management, Vulcan Value Partners, William Von Mueffling.
Split signal: 4 bought while 3 sold in the latest reported quarter.
Buyers: David Rolfe, John Armitage, Seth Klarman, Stanley Druckenmiller. Sellers: AKO Capital, AltaRock Partners, Vulcan Value Partners.
Signal change
CCS pulse
2026Q1 → 2026Q2
Rising conviction
Falling conviction
Beyond the 13F
Dodge & Cox Funds's filing blind spot
Data as of Jun 30, 2026
The mapped registered-fund book is only 44.1% visible in 13F data; at least $184.1B sits in sourced holdings the 13F view omits.
Largest non-cash example in the sourced view: Taiwan Semiconductor Manufacturing Co., Ltd. · $4.19B.
This compares the registered funds Latticework can map, not the manager's entire firm. Private assets and separate accounts may still be absent.
See the sourced full-portfolio view →Congress
Notable disclosures filed this week
Ranked by the low end of each statutory range
Purchase · GS Managed Structured Note Strategy MSCI EAFE Linked Note
David H McCormick (R) · traded Aug 18, 2026 · filed Aug 27, 2026
Purchase · GS Managed Structured Note Strategy S&P 500 Linked Note
David H McCormick (R) · traded Aug 10, 2026 · filed Aug 27, 2026
Sale (Partial) · W.L. Gore & Associates, Inc.
Christopher A Coons (D) · traded Aug 7, 2026 · filed Aug 28, 2026
Sale (Partial) · GOOGL
Michael Rulli (R) · traded Aug 24, 2026 · filed Aug 25, 2026
Sale (Full) · ACN
Kelly Louise Morrison (D) · traded Aug 11, 2026 · filed Aug 25, 2026
How to read this briefing
- A move's filing date is when it became public; the trade may have occurred any time during the reported quarter.
- Top moves rank absolute portfolio-weight change, with reported position value used only as a tie-breaker.
- CCS changes compare the two latest complete score snapshots, not a seven-day price move.
- Congress amounts are statutory ranges, not exact transaction values.
Primary-source research, not investment advice.