Sector: airobot
Conviction from: S&P
Manufactures agricultural, construction, and forestry equipment under the John Deere brand, along with turf-care products and related financing services.
7 tracked filer(s) hold this · 0 opened, 0 added, 5 trimmed in 31-MAR-2026
Aggregate 13FScore 64 — mean of 7 scored holder(s). Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| GATES FOUNDATION TRUST (auto-surfaced) | 78 | Holds (flat) | 3,557,378 | $2,003,871,027 | 6.3% |
| Robert Vinall / RV Capital | 90 | Holds (flat) | 5,001 | $2,817,063 | 0.7% |
| Rothschild & Co Wealth Management UK Ltd (auto-surfaced) | 51 | Trimmed -1% | 1,194,008 | $672,584,706 | 10.3% |
| Stockbridge Partners LLC (auto-surfaced) | 61 | Trimmed -27% | 564,933 | $318,226,759 | 7.7% |
| Bill Nygren / Oakmark (Harris Associates) | 68 | Trimmed -83% | 518,490 | $292,065,417 | 0.4% |
| Louis Bacon / Moore | 56 | Trimmed -1% | 10,185 | $5,737,211 | 0.1% |
| Ancora | 42 | Trimmed -8% | 1,898 | $1,069,143 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
6 disclosed trade(s) by 5 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-10 | Dan Newhouse WA04 | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2025-12-29 | Markwayne Mullin senate | BUY | $15,001 - $50,000 | PTR |
| 2025-12-18 | Julie Johnson TX32 | SELL | $1,001 - $15,000 | PTR |
| 2025-09-22 | Julia Letlow LA05 | SELL | $1,001 - $15,000 | PTR |
| 2025-01-31 | Julia Letlow LA05 | BUY | $1,001 - $15,000 | PTR |
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,004 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #107 — Stargate: A Citrini Field Trip | 2025-09-28 | WATCH |
| #83 — Market Memo: Tariff-ied | 2025-02-03 | SHORT |