21 hedge funds and family offices disclose a HD position in their latest SEC 13F filing — combined $557.2M in market value. Of those, 6 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 920,000 | $302.6M | 2.53% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 309,100 | $77.4M | 2.37% | 2020-06-30 |
| 3 | Seth Klarman | BAUPOST GROUP LLC/MA | 1,500,000 | $59.0M | 5.99% | 2007-06-30 |
| 4 | Mairs & Power | Mairs & Power Inc | 157,053 | $54.0M | 0.52% | 2025-12-31 |
| 5 | Terry Smith | Fundsmith LLP | 80,206 | $27.6M | 0.16% | 2025-12-31 |
| 6 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 50,466 | $17.4M | 1.56% | 2025-12-31 |
| 7 | George Soros | Soros Fund Management LLC | 83,426 | $9.6M | 0.16% | 2015-09-30 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 12,454 | $4.6M | 0.07% | 2025-06-30 |
| 9 | Donald Yacktman | Yacktman Asset Management LP | 51,400 | $1.5M | 0.06% | 2009-12-31 |
| 10 | Torray Funds | Torray Investment Partners LLC | 4,162 | $1.4M | 0.21% | 2025-12-31 |
| 11 | Steven Romick | First Pacific Advisors LP | 3,200 | $994K | 0.01% | 2023-06-30 |
| 12 | Ray Dalio | Bridgewater Associates LP | 1,167 | $402K | 0.00% | 2024-06-30 |
| 13 | Mark Hillman | Hillman Capital Management Inc | 670 | $261K | 0.10% | 2024-12-31 |
| 14 | Egerton Capital | Egerton Capital (UK) LLP | 1,156,225 | $149K | 1.69% | 2016-09-30 |
| 15 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 397 | $137K | 0.02% | 2025-12-31 |
| 16 | Thomas Russo | Gardner Russo & Quinn LLC | 450 | $85K | 0.00% | 2017-12-31 |
| 17 | David Rolfe | Wedgewood Partners Inc | 580,223 | $25K | 5.70% | 2006-03-31 |
| 18 | Viking Global | Viking Global Investors LP | 140,900 | $18K | 0.08% | 2016-09-30 |
| 19 | Tweedy Browne | Tweedy Browne Company LLC | 179,436 | $6K | 0.25% | 2010-12-31 |
| 20 | Olstein Capital Management | Olstein Capital Management LP | 40,000 | $3K | 0.48% | 2013-03-31 |
| 21 | Christopher Davis | Davis Selected Advisers, LP | 22,500 | $2K | 0.00% | 2013-06-30 |
As of the latest 13F window, 21 tracked superinvestors hold HD. The largest disclosed position is Tom Gayner at $302.6M (2.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying HD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
