Signals

← Signals

☆BATRK

356 in-universe funds with a nonzero position in BATRK within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#636
Score / z0.257 / 0.21
Consensus120.03 over 206 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+15% / 5.7d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 146.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Broad Bay Capital Management, LP CIK 0001759115 0.191 23 116.7 12.0% 4 +2.1 pp +1.8 pp +0.7 pp +12.0 pp
☆HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 95.5 3.5% 4 -1.4 pp -1.1 pp -1.0 pp +3.5 pp
☆ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 87.7 2.0% 4 -0.3 pp -0.6 pp -1.0 pp +2.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 72.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sixth Street Partners Management Company, L.P. CIK 0001812095 0.000 3439 66.3 9.3% 2 +6.3 pp +9.3 pp +9.3 pp +9.3 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 56.9 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 56.0 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 53.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 48.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 45.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 44.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 40.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 39.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Southpoint Capital Advisors LP CIK 0001319998 0.396 33 38.4 0.8% 4 +0.1 pp +0.3 pp -0.0 pp +0.8 pp
☆BREACH INLET CAPITAL MANAGEMENT, LLC CIK 0002009914 0.782 10 37.0 12.2% 4 -2.1 pp -1.9 pp -2.8 pp +12.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 35.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Harvey Partners, LLC CIK 0001406484 0.483 47 34.4 2.8% 4 +0.2 pp -0.0 pp -0.5 pp +2.8 pp
☆Tensile Capital Management LP CIK 0001598843 0.624 22 32.2 4.6% 4 +0.8 pp +0.7 pp +0.4 pp +4.6 pp
☆SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 0.803 47 28.7 1.4% 4 +0.2 pp -0.0 pp -0.2 pp +1.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 21.8 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 19.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 18.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.525 50 18.0 1.1% 4 -0.1 pp -0.5 pp -0.7 pp +1.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 17.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 15.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 13.5 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bayberry Capital Partners LP CIK 0001771524 0.163 27 12.4 4.1% 4 -0.3 pp -1.1 pp -2.6 pp +4.1 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 12.0 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 9.6 1.1% 4 +0.1 pp +0.3 pp +0.2 pp +1.1 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 8.5 0.1% 2 -0.1 pp +0.1 pp -0.6 pp +0.1 pp
☆Freshford Capital Management, LLC CIK 0001459270 0.282 22 8.1 4.1% 4 -1.6 pp -0.7 pp -0.4 pp +4.1 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 8.1 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 7.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 7.1 0.5% 4 +0.1 pp +0.2 pp -0.0 pp +0.5 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 7.0 1.2% 4 +0.1 pp +0.1 pp -0.2 pp +1.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 6.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 6.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 4.7 1.2% 4 +0.2 pp +0.2 pp +0.1 pp +1.2 pp
☆BISLETT MANAGEMENT, LLC CIK 0001425041 0.678 18 4.4 3.4% 4 +0.3 pp +0.3 pp +0.1 pp +3.4 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 4.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AWH Capital, L.P. CIK 0001682475 0.272 22 4.3 3.9% 4 +0.2 pp -0.5 pp -1.6 pp +3.9 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 4.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alta Fundamental Advisers LLC CIK 0001641604 0.647 23 4.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 4.3 1.3% 4 +0.1 pp -0.1 pp -0.4 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 3.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOYAR ASSET MANAGEMENT INC. CIK 0001218254 0.334 77 3.3 1.9% 4 +0.6 pp +0.6 pp +0.3 pp +1.9 pp
☆SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 3.3 2.3% 4 +0.3 pp +0.6 pp +1.2 pp +2.3 pp
☆GABELLI & Co INVESTMENT ADVISERS, INC. CIK 0000932724 0.040 316 3.3 0.5% 4 -0.2 pp -0.4 pp -0.4 pp +0.5 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 3.3 1.3% 4 +0.1 pp +0.0 pp -0.2 pp +1.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 3.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Greenland Capital Management LP CIK 0001896430 0.029 237 3.0 0.6% 4 +0.1 pp -0.0 pp -0.2 pp +0.6 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 1.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 1.7 0.1% 4 -0.1 pp -0.1 pp -0.3 pp +0.1 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 1.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.3 1.6% 4 +0.2 pp +0.4 pp -0.0 pp +1.6 pp
☆Buckland Partners Management Co LLC CIK 0002074628 0.215 97 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 1.1 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆THIRD AVENUE MANAGEMENT LLC CIK 0001099281 0.473 55 1.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Poehling Capital Management, INC. CIK 0001730815 0.228 166 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Pentwater Capital Management LP CIK 0001425851 0.745 59 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆S&CO INC CIK 0001082461 0.523 222 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.7 0.2% 1 +0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆Narwhal Capital Management CIK 0001461287 0.675 155 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.6 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ionic Capital Management LLC CIK 0001386462 0.013 103 0.5 0.4% 4 -0.0 pp -0.3 pp -0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sage Investment Advisers LLC CIK 0001925418 0.283 98 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.9 pp -0.8 pp -0.9 pp +0.0 pp
☆JNE Partners LLP CIK 0001770120 0.852 6 0.0 0.0% 0 +0.0 pp -2.1 pp -13.6 pp +0.0 pp
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☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Indaba Capital Management, L.P. CIK 0001524362 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp +0.0 pp
☆MARK ASSET MANAGEMENT LP CIK 0000860176 0.617 31 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
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☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BATRK). Qtrs Held counts distinct quarters this fund has actually held BATRK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BATRK position size. Δ columns are the percentage-point change in BATRK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status