What tracked superinvestors are selling.

The stocks with the heaviest aggregate SELL conviction across 30 tracked portfolio managers' latest 13F filings. Ranked on a single signed score: −100 = strongest tracked-consensus SELL, +100 = strongest tracked-consensus BUY. This page shows the negative side. A ticker appears on exactly one list.

The score aggregates smart-money consensus, insider activity, manager track record, multi-quarter trend streaks, position concentration, and an under-the-radar bonus — minus dissent from sellers and a crowding penalty. Full method at /methodology, including the 2026 backtest over 221 ticker-quarter pairs.

1

GOOGL

Alphabet

Technology

MODERATE SELL · −27

Score −27 / −100 · 7 managers selling

✕ EXIT Halvorsen− Smith(-40%)− Rolfe(-18%)− Nygren(-25%)− Rochon(-11%)− Mueffling(-95%)− Coleman(-45%)

2

UNH

UnitedHealth

Healthcare3Q ACCUM

MODERATE SELL · −24

Score −24 / −100 · 3 managers selling

✕ EXIT Tepper✕ EXIT Slater− Coleman(-15%)

3

AAPL

Apple Inc.

Technology6Q TRIM

MODERATE SELL · −21

Score −21 / −100 · 3 managers selling

✕ EXIT Halvorsen− Capital(-29%)− Rochon(-14%)

4

PM

Philip Morris

Consumer Staples

MODERATE SELL · −20

Score −20 / −100 · 1 manager selling

− Smith(-43%)

5

HLT

Hilton Worldwide

Consumer Discretionary

MODERATE SELL · −19

Score −19 / −100 · 2 managers selling

✕ EXIT Mandel− Nygren(-11%)

6

COF

Capital One Financial

Financials

MODERATE SELL · −18

Score −18 / −100 · 3 managers selling

− Buffett(-58%)✕ EXIT Mandel− Halvorsen(-76%)

7

MSFT

Microsoft

Technology5Q ACCUM

MODERATE SELL · −17

Score −17 / −100 · 9 managers selling

✕ EXIT Hohn✕ EXIT Tepper− Smith(-23%)− Capital(-26%)− Slater(-30%)− Rochon(-6%)− Halvorsen(-37%)− Mueffling(-94%)− Coleman(-9%)

8

KO

Coca-Cola

Consumer Staples

MODERATE SELL · −16

Score −16 / −100 · 1 manager selling

− Slater(-8%)

9

BHC

Bausch Health

Healthcare

MODERATE SELL · −15

Score −15 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

10

V

Visa

Financials2Q ACCUM

MODERATE SELL · −14

Score −14 / −100 · 5 managers selling

− Kantesaria(-23%)− Akre(-32%)− Smith(-35%)− Capital(-26%)− Mueffling(-95%)

11

ESTC

Elastic NV

Technology

MODERATE SELL · −14

Score −14 / −100 · 1 manager selling

− Greenblatt(-20%)

12

KKR

KKR & Co

Financials2Q ACCUM

MODERATE SELL · −13

Score −13 / −100 · 4 managers selling

− Akre(-26%)✕ EXIT Mandel− Nygren(-7%)− Greenblatt(-12%)

13

TSLA

Tesla

Consumer Discretionary

MODERATE SELL · −11

Score −11 / −100 · 2 managers selling

− Slater(-44%)− Halvorsen(-78%)

14

POOL

POOL

MODERATE SELL · −11

Score −11 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

15

FND

FND

MODERATE SELL · −10

Score −10 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

16

FIS

Fidelity National Info

Technology2Q TRIM

MODERATE SELL · −10

Score −10 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

17

DVA

DaVita

Healthcare

MODERATE SELL · −10

Score −10 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

18

CP

Canadian Pacific Kansas City

Industrials

MODERATE SELL · −10

Score −10 / −100 · 2 managers selling

− Mueffling(-95%)− Greenblatt(-10%)

19

BB

BlackBerry

Technology

MODERATE SELL · −10

Score −10 / −100 · 1 manager selling

✕ EXIT Watsa

20

HHH

Howard Hughes Holdings

Real Estate

MODERATE SELL · −9

Score −9 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

21

VTRS

Viatris

Healthcare

MODERATE SELL · −9

Score −9 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

22

KMI

Kinder Morgan

Energy

MODERATE SELL · −9

Score −9 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

23

WMB

Williams Companies

Energy

MODERATE SELL · −9

Score −9 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

24

FTNT

Fortinet

Technology

MODERATE SELL · −8

Score −8 / −100 · 1 manager selling

− Smith(-41%)

25

TECK

Teck Resources

Materials

MODERATE SELL · −8

Score −8 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

26

SHOP

Shopify

Technology

MODERATE SELL · −7

Score −7 / −100 · 1 manager selling

− Capital(-27%)

27

AXP

American Express

Financials

MODERATE SELL · −7

Score −7 / −100 · 1 manager selling

− Greenblatt(-30%)

28

LNC

Lincoln National

Financials

MODERATE SELL · −7

Score −7 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

29

STX

Seagate Technology

Other

MODERATE SELL · −7

Score −7 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

30

SHEL

Shell

Energy

MODERATE SELL · −6

Score −6 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

31

SIRI

SIRI

MODERATE SELL · −6

Score −6 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

32

STLA

Stellantis

Consumer Discretionary

MODERATE SELL · −6

Score −6 / −100 · 1 manager selling

✕ EXIT Halvorsen

33

C

Citigroup

Financials2Q ACCUM

MODERATE SELL · −6

Score −6 / −100 · 1 manager selling

− Nygren(-6%)

34

AMZN

Amazon

Technology2Q ACCUM

MODERATE SELL · −6

Score −6 / −100 · 2 managers selling

− Capital(-28%)− Ainslie(-10%)

35

CNDT

Conduent

Industrials

MODERATE SELL · −6

Score −6 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

36

KW

Kennedy-Wilson Holdings

Real Estate

MODERATE SELL · −6

Score −6 / −100 · 2 managers selling

✕ EXIT Watsa✕ EXIT Greenblatt

37

CSGP

CoStar Group

Other

MODERATE SELL · −6

Score −6 / −100 · 2 managers selling

✕ EXIT Coleman− Capital(-30%)

38

LLY

Eli Lilly

Other

MODERATE SELL · −6

Score −6 / −100 · 1 manager selling

− Capital(-27%)

39

CNH

CNH

2Q ACCUM

MODERATE SELL · −5

Score −5 / −100 · 1 manager selling

− Greenblatt(-28%)

40

SPOT

Spotify

Communication

MODERATE SELL · −5

Score −5 / −100 · 5 managers selling

− Capital(-24%)✕ EXIT Mandel− Mueffling(-95%)− Coleman(-26%)− Greenblatt(-31%)

41

QSR

Restaurant Brands International

Consumer Discretionary

MODERATE SELL · −5

Score −5 / −100 · 2 managers selling

✕ EXIT Druckenmiller− Klarman(-16%)

42

CVI

CVR Energy

Energy

MODERATE SELL · −5

Score −5 / −100 · 1 manager selling

− Greenblatt(-46%)

43

CC

Chemours

Materials

MODERATE SELL · −5

Score −5 / −100 · 1 manager selling

− Greenblatt(-11%)

44

ENPH

Enphase Energy

Technology

MODERATE SELL · −4

Score −4 / −100 · 2 managers selling

− Slater(-100%)− Greenblatt(-32%)

45

CMG

Chipotle Mexican Grill

Consumer Discretionary2Q TRIM

MODERATE SELL · −4

Score −4 / −100 · 1 manager selling

− Greenblatt(-49%)

46

CVX

Chevron

Energy

MODERATE SELL · −4

Score −4 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

47

SE

Sea Limited

Consumer Discretionary

MODERATE SELL · −4

Score −4 / −100 · 2 managers selling

− Capital(-30%)− Coleman(-19%)

48

MELI

MercadoLibre

Consumer Discretionary2Q ACCUM

MODERATE SELL · −4

Score −4 / −100 · 3 managers selling

✕ EXIT Druckenmiller− Capital(-25%)− Slater(-6%)

49

FE

FirstEnergy

Utilities

MODERATE SELL · −4

Score −4 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

50

FNF

Fidelity National Financial

Financials

MODERATE SELL · −4

Score −4 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

51

JPM

JPMorgan Chase

Financials

MODERATE SELL · −4

Score −4 / −100 · 1 manager selling

− Rochon(-8%)

52

WBD

Warner Bros. Discovery

Communication6Q TRIM

MODERATE SELL · −3

Score −3 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

53

DNUT

Krispy Kreme

Consumer Discretionary2Q ACCUM

MODERATE SELL · −3

Score −3 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

54

PENN

PENN Entertainment

Consumer Discretionary

MODERATE SELL · −3

Score −3 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

55

ALLY

Ally Financial

Financials

MODERATE SELL · −3

Score −3 / −100 · 1 manager selling

− Buffett(-7%)

56

CMCSA

Comcast

Communication

MODERATE SELL · −3

Score −3 / −100 · 2 managers selling

− Nygren(-73%)− Greenblatt(-40%)

57

NKE

Nike

Consumer Discretionary6Q ACCUM

MODERATE SELL · −2

Score −2 / −100 · 1 manager selling

− Greenblatt(-88%)

58

META

Meta Platforms

Technology7Q ACCUM

MODERATE SELL · −2

Score −2 / −100 · 5 managers selling

− Smith(-20%)− Capital(-31%)− Slater(-22%)− Coleman(-9%)✕ EXIT Ainslie

59

TSM

Taiwan Semi

Technology4Q ACCUM

MODERATE SELL · −2

Score −2 / −100 · 7 managers selling

− Rolfe(-18%)− Slater(-25%)− Rochon(-55%)− Halvorsen(-29%)− Mueffling(-95%)− Coleman(-12%)− Mandel(-93%)

60

STR

Sitio Royalties

Energy

MODERATE SELL · −2

Score −2 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

61

BRK.B

Berkshire Hathaway

Financials

MODERATE SELL · −2

Score −2 / −100 · 2 managers selling

− Akre(-21%)− Rochon(-34%)

62

BAC

Bank of America

Financials5Q TRIM

MODERATE SELL · −1

Score −1 / −100 · 2 managers selling

✕ EXIT Lu− Buffett(-6%)

63

NFLX

Netflix

Communication3Q ACCUM

MODERATE SELL · −1

Score −1 / −100 · 4 managers selling

✕ EXIT Coleman− Capital(-18%)− Slater(-26%)− Greenblatt(-14%)

64

MA

Mastercard

Financials5Q ACCUM

MODERATE SELL · −1

Score −1 / −100 · 4 managers selling

− Kantesaria(-28%)− Akre(-13%)− Capital(-26%)✕ EXIT Mandel

65

HPQ

HPQ

MODERATE SELL · −1

Score −1 / −100

No fresh sells this quarter — score reflects historical dissent, crowding, and trend deterioration.

66

LBTYK

Liberty Global Class C

Communication

MODERATE SELL · −1

Score −1 / −100 · 1 manager selling

− Klarman(-36%)

Sell signals do not imply a stock will decline. Sometimes managers trim profitably. Use these signals as one input, not as the whole thesis. Methodology. Not investment advice.