Dataroma follows 84 legends. This scores 551 managers. For years, the fastest free answer to “what does Buffett own right now?” has been Dataroma: 84 hand-picked value investors, their holdings and each quarter's buys and sells, on a fast no-frills site that never asks you to sign up. HoldingsIntel widens the roster to the 551 largest US managers and adds the layer a holdings table can't carry — a 0–100 conviction rating on every position, an estimated entry price and P&L for each holding, and a star rating on every fund's record.
We build HoldingsIntel. Every number below is sourced and dated so you can check it — and where Dataroma is the better tool, the table says so.
HoldingsIntel vs. Dataroma
Dataroma follows 84 legends. This scores 551 managers.
For years, the fastest free answer to “what does Buffett own right now?” has been Dataroma: 84 hand-picked value investors, their holdings and each quarter's buys and sells, on a fast no-frills site that never asks you to sign up. HoldingsIntel widens the roster to the 551 largest US managers and adds the layer a holdings table can't carry — a 0–100 conviction rating on every position, an estimated entry price and P&L for each holding, and a star rating on every fund's record.
| Dimension | HoldingsIntel | Dataroma |
|---|---|---|
| Price | free tier; full analytics from $19/mo | free, no account, no paid tier |
| How much a position means to the fund | conviction rated 0–100, results published per score band2 | shown as reported, without a rating |
| Who gets tracked | the 551 largest managers, controlling 90% of US 13F capital1 | 84 hand-picked value legends — Buffett, Icahn, Klarman |
| Quarterly buys and sells | every change typed and sized against the fund's whole portfolio | clear top-buys and top-sells per manager and per quarter |
| What a position has earned | estimated entry price and P&L since the fund first bought | reported-date price vs current price |
| Which managers are worth following | star rating across 7 record dimensions, plus a style profile per fund | the curation itself is the quality filter |
| Insider buying | Form 4 feed, weighed into each stock's verdict | insider-buy activity shown alongside holdings |
1Dollar-weighted: total holdings value reported by tracked managers ÷ total value reported across all SEC Form 13F filings, computed from SEC 13F datasets and re-verified quarterly (as of 2026-07-11). Measures disclosed institutional holdings — not the whole US stock market, and not assets we manage.
2Each conviction band's subsequent-quarter returns are computed across 46 quarters of filing history and published in full on the backtesting page.
From watchlist to verdict
Dataroma answers its question completely: what do the great value investors hold, and what did they just buy and sell. What it deliberately leaves for you is everything after — was that new Klarman position 4% of his book or 0.2%, and what did he likely pay for it? When three other disciplined funds bought the same stock the same quarter, would you have noticed? Those are scoring problems, not display problems, and they are the reason HoldingsIntel exists: conviction on every position, cost basis and P&L on every holding, and a per-stock verdict that notices agreement for you.
Where Dataroma is the better tool
Dataroma has earned its place in a generation of value investors' bookmarks. It's free with nothing to sign up for, the curation is superb — Buffett, Icahn, Klarman, and eighty-odd peers chosen by hand — and the site does one thing at speed: holdings and quarterly changes, plus insider buys, with zero clutter. As a daily pulse on the legends, it doesn't need improving.
Bottom line
Choose Dataroma
The legends' holdings, hand-curated and free — the cleanest possible starting point for superinvestor watching.
Choose HoldingsIntel
Scores on top of holdings: how much each position means, what it has earned, and how the fund's whole record rates — across 551 managers instead of 84.
References
- SEC EDGAR full-text 13F filing system — primary source for all holdings data
- HoldingsIntel conviction backtesting — 46 quarters of results by score band
- Dataroma public site — free access confirmed, July 2026 (84 tracked superinvestors)
Questions traders actually ask
Does HoldingsIntel cover Buffett, Icahn, and the other Dataroma superinvestors?
Most of them. Berkshire Hathaway, Icahn Enterprises, Baupost, Pershing Square, and the bulk of Dataroma's list file 13Fs large enough to sit inside our 551-manager roster, where each of their positions carries a conviction rating and estimated P&L. A handful of smaller boutique managers on Dataroma's list fall below our size cutoff — for those, Dataroma remains the place to look.
What can HoldingsIntel tell me about a Dataroma holding that Dataroma can't?
Three numbers. How much the position means to the fund — conviction, 0–100, judged against the manager's own portfolio. What it has earned — an estimated entry price and P&L since first purchase, not just reported-date vs current price. And whether the rest of the disclosed money agrees — insider, activist, and congressional filings on the same stock, weighed into one verdict.
Is there any reason to pay for HoldingsIntel when Dataroma is free?
Only if the scoring layer changes your decisions. Holdings and quarterly changes are free in both places — Dataroma for its 84 legends, our free tier for the latest quarter across 551 managers. The paid tiers buy conviction ratings, per-position P&L, fund star ratings, and multi-quarter history. If a plain holdings view is all your process needs, keep the free tools and spend nothing.
More comparisons
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