Weekly Briefing · Sep 7–13, 2026
Smart investors disagree on AMZN. 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
AMZN · AMAZON.COM INC
AMZN scores 72.9 across 34 tracked owners. The most concentrated current position among managers changing it sits on the selling side: AltaRock Partners reports 32.2% versus Seth Klarman at 16.5% 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
- 72.9
- latest-filing owners
- 34
- latest top owner weight
- 32.2%
Who owns it with conviction
18 observed quarters · since 2022Q1
32.2%
latest reported weight · 2026Q2
31 observed quarters · since 2018Q4
18.3%
latest reported weight · 2026Q2
4 observed quarters · since 2025Q2
17.4%
latest reported weight · 2026Q1
7 observed quarters · since 2022Q2
16.5%
latest reported weight · 2026Q2
3 observed quarters · since 2025Q4
16.1%
latest reported weight · 2026Q2
Same-quarter ownership breadth
Bought
David Rolfe, John Armitage, Seth Klarman, Stanley Druckenmiller
Sold
AKO Capital, AltaRock Partners, Vulcan Value Partners
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
Strongest disagreement
META
Tracked managers split on META: 9 bought or added while 6 trimmed or exited in 2026Q2.
Open the disagreement dossier →Outcome reversal
ADBE
ADBE's observed result flipped over the latest five sessions: the exit is now supported versus SPY since disclosure.
Filed Jul 29, 2026 · 29d after quarter end
Open the decision timeline →Latticework Weekly
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Congress
Notable disclosures filed this week
Ranked by the low end of each statutory range
Sale (Full) · MLM
April McClain Delaney (D) · traded Aug 25, 2026 · filed Sep 9, 2026
Sale (Full) · ITT
April McClain Delaney (D) · traded Aug 25, 2026 · filed Sep 9, 2026
Sale (Full) · webAI, Inc.
Cory A Booker (D) · traded Aug 18, 2026 · filed Sep 9, 2026
Purchase · RSP ETF
Brandon Gill (R) · traded Aug 13, 2026 · filed Sep 9, 2026
Purchase · MRK
Maria Elvira Salazar (R) · traded Aug 19, 2026 · filed Sep 9, 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.