Weekly Briefing · Aug 31–Sep 6, 2026
Smart investors disagree on MSFT. Which side has the stronger conviction?
One stock, examined through the ownership behavior of great investors. Fresh ownership context, newly public portfolio moves, and congressional disclosures—only when the data changed.
The Conviction File
MSFT · MICROSOFT CORP
MSFT scores 65.1 across 36 tracked owners. The most concentrated current position among managers changing it sits on the buying side: AltaRock Partners reports 20.5% versus Terry Smith at 4.2% on the other side. The cohort is split in direction, but not in position size.
Why this stock, this week
The latest available filings contain both buying and selling across the Latticework cohort, making the disagreement itself worth examining.
- conviction score
- 65.1
- latest-filing owners
- 36
- latest top owner weight
- 20.5%
Who owns it with conviction
21 observed quarters · since 2021Q2
20.5%
latest reported weight
1 observed quarter · since 2026Q1
15.3%
latest reported weight
24 observed quarters · since 2020Q3
11.7%
latest reported weight
31 observed quarters · since 2018Q4
11.2%
latest reported weight
1 observed quarter · since 2026Q2
7.3%
latest reported weight
Same-quarter ownership breadth
Bought
AltaRock Partners, Bill Ackman, David Rolfe, Dennis Hong, Robert Vinall
Sold
Chris Hohn, David Tepper, Duan Yongping, Terry Smith, William Von Mueffling
What the filing cannot tell us
13F filings are delayed snapshots of reportable U.S.-listed securities. They do not reveal purchase price, intent, shorts, private holdings, or trades made after quarter end.
Decision Brief
What changed in the evidence
New, non-repeating signals
Largest new decision
NVDA
Joel Greenblatt reduced NVDA shares by 36.7%, to 1.4% of its reported portfolio.
Filed Sep 2, 2026 · 64d after quarter end
Open the decision timeline →Strongest disagreement
MSFT
Tracked managers split on MSFT: 6 bought or added while 10 trimmed or exited in 2026Q2.
Open the disagreement dossier →Outcome reversal
MU
MU's observed result flipped over the latest five sessions: the trim is now not supported versus SPY since disclosure.
Filed Aug 14, 2026 · 45d after quarter end
Open the decision timeline →Latticework Weekly
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Primary-source research, not investment advice. See our privacy notice.
Congress
Notable disclosures filed this week
Ranked by the low end of each statutory range
Purchase · US Treas Bills Int Rate 0.000% MAT 8/5/2027
Steve Cohen (D) · traded Aug 21, 2026 · filed Sep 1, 2026
Purchase · US Treas Bills Int Rate 0.000% MAT 2/18/2027
Steve Cohen (D) · traded Aug 21, 2026 · filed Sep 1, 2026
Purchase · CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029
Kevin Hern (R) · traded Aug 24, 2026 · filed Sep 1, 2026
Sale (Full) · PG
Kevin Hern (R) · traded Aug 24, 2026 · filed Sep 1, 2026
Exchange · Washington St Various 5.00% 08/01/30
Donald Sternoff Beyer Jr (D) · traded Aug 3, 2026 · filed Sep 1, 2026
How to read this briefing
- The featured stock cannot repeat within 12 published editions; selection favors a fresh filing, a meaningful ownership tension, and a strong conviction signal.
- Decision Brief items use material choices from the eight-quarter Decision Timeline; each filing can enter the new-decision slot only in the week it became public.
- Disagreement and outcome-reversal story keys are held out for 12 editions after publication, so the weekly brief does not recycle the same observation.
- A move's filing date is when it became public; the trade may have occurred any time during the reported quarter.
- New weekly 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.