7 hedge funds and family offices disclose a HD position in their latest SEC 13F filing — combined $591.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 922,500 | $325.3M | 2.48% | 2026-06-30 |
| 2 | Viking Global | Viking Global Investors LP | 504,257 | $165.8M | 0.46% | 2026-03-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 157,053 | $54.0M | 0.52% | 2025-12-31 |
| 4 | Terry Smith | Fundsmith LLP | 80,206 | $27.6M | 0.16% | 2025-12-31 |
| 5 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 50,466 | $17.4M | 1.56% | 2025-12-31 |
| 6 | Torray Funds | Torray Investment Partners LLC | 4,162 | $1.4M | 0.21% | 2025-12-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 397 | $137K | 0.02% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold HD. The largest disclosed position is Tom Gayner at $325.3M (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
7 hedge funds and family offices disclose a HD position in their latest SEC 13F filing — combined $591.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Tom Gayner | Markel Group Inc. | 922,500 | $325.3M | 2.48% | 2026-06-30 |
| 2 | Viking Global | Viking Global Investors LP | 504,257 | $165.8M | 0.46% | 2026-03-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 157,053 | $54.0M | 0.52% | 2025-12-31 |
| 4 | Terry Smith | Fundsmith LLP | 80,206 | $27.6M | 0.16% | 2025-12-31 |
| 5 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 50,466 | $17.4M | 1.56% | 2025-12-31 |
| 6 | Torray Funds | Torray Investment Partners LLC | 4,162 | $1.4M | 0.21% | 2025-12-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 397 | $137K | 0.02% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold HD. The largest disclosed position is Tom Gayner at $325.3M (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
