Berkshire Hathaway
The Alphabet entry—and what a five-session wait changed.
1 new common-stock position · 41 disclosed security/option pairs reviewed · 20 & 60 sessions complete
13F Timing Lab / After the Filing
Every new stock.
Every entry date.
What happened after famous investors disclosed new stock positions? Follow every qualifying name from the same quarter, using the same entry and exit rules.
After the Filing / Quarterly reports
Every qualifying position. Including the quiet ones.
Two complete Q3 2025 new-common-stock cohorts. The managers and quarter were selected with hindsight; positions within each report follow the same published rule.
Michael Burry’s Scion
Molina, SLM, and why the AI put headlines need a different reading.
2 new common-stock positions · 8 disclosed security/option pairs reviewed · 20 & 60 sessions complete