Smart money is quietly loading 5 stocks

Compared the Q1 2026 (reportDate 2026-03-31) 13F filings against the Q4 2025 (2025-12-31) filings across the five-fund watchlist: Berkshire Hathaway, Bridgewater Associates, Renaissance Technologies, Citadel Advisors, and Two Sigma. All five returned holdings. After merging by CUSIP, 925 tickers showed net buying; after stripping ETFs, SPACs, foreign issuers, notes, mega-cap retail favorites, and quant-only positions under $100M, ~240 credible signals remained. Five surface where a slow-moving manager (Berkshire or Bridgewater) is present and retail attention is still muted. The single most surprising finding: Berkshire (under Greg Abel's first standalone quarter) tripled New York Times from ~5.07M to ~15.15M shares — a $1.27B stake that puts it inside the top-25 Berkshire equity positions. Delta Air Lines was Berkshire's largest new buy ($2.65B) but was DROPPED from the finalists because the story is already saturated across mainstream media and DAL reported earnings 2026-07-10 — retail attention has spiked, so the edge is gone.</summary> <parameter name="methodology">Per the standard scan: merged holdings by CUSIP across the five funds, computed Q/Q share deltas, required (a) net buyers > net sellers and (b) aggregate share count +25% Q/Q or ≥2 new positions. Put positions were excluded outright as hedges. We required at least one slow-moving fund (Berkshire or Bridgewater) among supporters to promote a candidate to the finalist tier — quant-only signals (RenTech/Citadel/Two Sigma) were preserved in the raw pool but not surfaced unless total supporting AUM ≥ $100M and a Bridgewater or Berkshire co-signed. Junk was stripped by name pattern (ETF/ISHARES/SPDR/ACQUISITION CORP/MTN/WARRANT) and CINS letter-prefix (foreign). Delta Air Lines was excluded despite Berkshire's massive new stake because the position has been saturating financial media since the 2026-05-15 filing (Yahoo, CNBC, 24-7 Wall St) and DAL reported Q2 earnings 2026-07-10 — the "quiet accumulation" premise no longer holds. All "avgEntryPriceEstimate" values are quarter-end 13F value÷shares aggregated across supporting funds — 13F does not disclose cost basis. For Lennar we chose LEN Class A over Class B on liquidity (both are Berkshire-added). All five funds returned holdings; no CUSIP→ticker ambiguity impacted the finalist set (Alphabet Class A was CUSIP-flagged but not surfaced under the mega-cap rule).