QSR
Outperforming without a clear catalyst yet
- QSR +3.02% on the last session vs SPY +0.05%: +3.0 pts of stock-specific move.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 6, 2026 | Josh Gottheimer | House | Buy | $1K–$15K | Sep 14 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Pershing Square (Bill Ackman) | 22,645,483 | $1.7B | 12.2% | -1% | Q1 2026 |
| Baupost (Seth Klarman) | 6,753,112 | $489.6M | 9.0% | -16% | Q2 2026 |
| Bridgewater (Ray Dalio's firm) | 93,449 | $6.8M | 0.03% | -11% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Sold out | 13F, Q2 2026 | 454,435 | $33.6M | Aug 14 | |
| May 15, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Trimmed | 13F, Q1 2026 | 754,565 | $55.8M | 1.1% | May 15 |
| May 8, 2026 | Pershing Square (Bill Ackman) | 13D update | SCHEDULE 13D/A | May 8 | |||
| Apr 29, 2026 | Pershing Square (Bill Ackman) | 13D update | SCHEDULE 13D/A | Apr 29 | |||
| Nov 14, 2025 | Duquesne Family Office (Stanley Druckenmiller) | Added | 13F, Q3 2025 | 380,355 | $24.4M | 1.8% | Nov 14 |
| Nov 13, 2025 | Baupost (Seth Klarman) | Added | 13F, Q3 2025 | 4,203,300 | $269.6M | 11.1% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves