Live research pack
Hedge Fund Filing Pack
Quarterly 13F filings show what institutional managers held at quarter end and can arrive weeks later. SignalPack makes that lag explicit, compares manager changes, and keeps the sources and investing-lens scores attached.
Latest available quarter 2026-06-30Filings received through 2026-08-146 source filings3 available managersExecution disabled
Developer output
The same pack, structured for an agent.
The interface and API read the same versioned research object. Execution remains disabled in the policy payload.
Endpoint
GET /api/packs/13f-copycat/latest?managers=berkshire-hathaway&managers=pershing-square&managers=duquesne-family-office&mode=overlap{
"pack": "13f-copycat",
"title": "Berkshire Hathaway, Pershing Square Capital Management, and Duquesne Family Office 13F Copycat view",
"version": "multi-manager-2026-06-30-v0.6",
"asOf": "2026-08-14",
"status": "launch",
"view": {
"mode": "overlap",
"managerIds": [
"berkshire-hathaway",
"pershing-square",
"duquesne-family-office"
],
"managerCount": 3,
"derivedFromId": "13f-copycat-multi-manager-2026-06-30",
"description": "Berkshire Hathaway, Pershing Square Capital Management, and Duquesne Family Office 13F view showing only tickers touched by two or more selected managers with source records, ethos scoring, and policy checks recalculated for this selection."
},
"managers": [
{
"id": "berkshire-hathaway",
"name": "Berkshire Hathaway",
"cik": "1067983",
"reportQuarter": "2026-06-30",
"holdingCount": 89
},
{
"id": "pershing-square",
"name": "Pershing Square Capital Management",
"cik": "1336528",
"reportQuarter": "2026-03-31",
"holdingCount": 11
},
{
"id": "duquesne-family-office",
"name": "Duquesne Family Office",
"cik": "1536411",
"reportQuarter": "2026-06-30",
"holdingCount": 95
}
],
"source": {
"type": "SEC_13F",
"sample": false,
"urls": [
"https://www.sec.gov/Archives/edgar/data/1067983/000119312526352200/56757.xml",
"https://www.sec.gov/Archives/edgar/data/1067983/000119312526226661/53405.xml",
"https://www.sec.gov/Archives/edgar/data/1336528/000117266126002336/infotable.xml",
"https://www.sec.gov/Archives/edgar/data/1336528/000117266126001091/infotable.xml",
"https://www.sec.gov/Archives/edgar/data/1536411/000153641126000006/form13f_20260630.xml",
"https://www.sec.gov/Archives/edgar/data/1536411/000153641126000004/form13f_20260331.xml"
],
"freshnessNotes": [
"Latest filing dates: Berkshire Hathaway 2026-08-14; Pershing Square Capital Management 2026-05-15; Duquesne Family Office 2026-08-14",
"Report quarter/date: 2026-06-30",
"13F filings can lag quarter-end by up to 45 days."
],
"limitations": [
"Derived manager-selection view from multi-manager-2026-06-30-v0.6; no separate JSON artifact is generated for this combination.",
"Read-only research artifact. No execution, custody, or personalized advice.",
"Multi-manager rows aggregate manager-level 13F changes by ticker; individual filing records remain attached as source IDs.",
"CUSIP-to-ticker mapping resolved through openfigi-v3:109."
]
},
"methodologyVersion": "13f-ethos-live-v0.6",
"signals": [
{
"ticker": "GOOGL",
"action": "added",
"reviewStatus": "candidate",
"weightPct": 8.89,
"summary": "3 selected manager changes for ALPHABET INC-CL A (GOOGL): Berkshire added, Pershing reduced, Duquesne new. Combined current 13F weight across selected managers is 8.89%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"3 managers surfaced this ticker",
"Manager actions: Berkshire added, Pershing reduced, Duquesne new",
"Combined current 13F weight 8.89%",
"Aggregate market-value change $12.5B",
"2 positive / 1 negative manager actions",
"Longitudinal consensus mixed",
"Longest positive streak 2 observed quarters",
"Manager-behavior conviction 48.11/76 (13f-conviction-v1)"
],
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661",
"0001172661-26-002336",
"0001172661-26-001091",
"0001536411-26-000006",
"0001536411-26-000004"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "added",
"weightPct": 9.41,
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661"
]
},
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "reduced",
"weightPct": 0.07,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "new",
"weightPct": 2.31,
"sourceIds": [
"0001536411-26-000006",
"0001536411-26-000004"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 2,
"maxScore": 7,
"status": "pending",
"evaluatedCriteria": 4,
"totalCriteria": 7,
"coveragePct": 57.14,
"knownOutcome": "warn",
"missingData": [
"revenue or market cap",
"P/E or P/B",
"margin of safety"
]
},
{
"ethosId": "moat-builder",
"score": 5,
"maxScore": 6,
"status": "pass",
"evaluatedCriteria": 6,
"totalCriteria": 6,
"coveragePct": 100,
"knownOutcome": "pass",
"missingData": []
},
{
"ethosId": "disruption-thesis",
"score": 2,
"maxScore": 5,
"status": "pending",
"evaluatedCriteria": 2,
"totalCriteria": 5,
"coveragePct": 40,
"knownOutcome": "pass",
"missingData": [
"source-backed innovation-platform mapping",
"platform score",
"network effect or convergence score"
]
}
]
},
{
"ticker": "DAL",
"action": "added",
"reviewStatus": "candidate",
"weightPct": 1.71,
"summary": "2 selected manager changes for DELTA AIR LINES INC (DAL): Berkshire added, Duquesne new. Combined current 13F weight across selected managers is 1.71%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"2 managers surfaced this ticker",
"Manager actions: Berkshire added, Duquesne new",
"Combined current 13F weight 1.71%",
"Aggregate market-value change $2.8B",
"2 positive / 0 negative manager actions",
"Longitudinal consensus follow-on-positive",
"Longest positive streak 2 observed quarters",
"Manager-behavior conviction 39/76 (13f-conviction-v1)"
],
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661",
"0001536411-26-000006",
"0001536411-26-000004"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "added",
"weightPct": 1.79,
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "new",
"weightPct": 1.08,
"sourceIds": [
"0001536411-26-000006",
"0001536411-26-000004"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 2,
"maxScore": 7,
"status": "fail",
"evaluatedCriteria": 6,
"totalCriteria": 7,
"coveragePct": 85.71,
"knownOutcome": "fail",
"missingData": [
"revenue or market cap"
]
},
{
"ethosId": "moat-builder",
"score": 3,
"maxScore": 6,
"status": "pass",
"evaluatedCriteria": 4,
"totalCriteria": 6,
"coveragePct": 66.67,
"knownOutcome": "pass",
"missingData": [
"owner earnings growth",
"leverage"
]
},
{
"ethosId": "disruption-thesis",
"score": 1,
"maxScore": 5,
"status": "pending",
"evaluatedCriteria": 2,
"totalCriteria": 5,
"coveragePct": 40,
"knownOutcome": "warn",
"missingData": [
"source-backed innovation-platform mapping",
"platform score",
"network effect or convergence score"
]
}
]
},
{
"ticker": "AMZN",
"action": "added",
"reviewStatus": "candidate",
"weightPct": 0.79,
"summary": "2 selected manager changes for AMAZON.COM INC (AMZN): Pershing added, Duquesne added. Combined current 13F weight across selected managers is 0.79%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"2 managers surfaced this ticker",
"Manager actions: Pershing added, Duquesne added",
"Combined current 13F weight 0.79%",
"Aggregate market-value change $287M",
"2 positive / 0 negative manager actions",
"Longitudinal consensus reinforced-positive",
"Longest positive streak 2 observed quarters",
"Manager-behavior conviction 37.34/76 (13f-conviction-v1)"
],
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091",
"0001536411-26-000006",
"0001536411-26-000004"
],
"managers": [
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "added",
"weightPct": 17.39,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "added",
"weightPct": 2.48,
"sourceIds": [
"0001536411-26-000006",
"0001536411-26-000004"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 1,
"maxScore": 7,
"status": "pending",
"evaluatedCriteria": 3,
"totalCriteria": 7,
"coveragePct": 42.86,
"knownOutcome": "fail",
"missingData": [
"revenue or market cap",
"dividend history",
"P/E or P/B",
"margin of safety"
]
},
{
"ethosId": "moat-builder",
"score": 5,
"maxScore": 6,
"status": "pass",
"evaluatedCriteria": 5,
"totalCriteria": 6,
"coveragePct": 83.33,
"knownOutcome": "pass",
"missingData": [
"leverage"
]
},
{
"ethosId": "disruption-thesis",
"score": 1,
"maxScore": 5,
"status": "pending",
"evaluatedCriteria": 2,
"totalCriteria": 5,
"coveragePct": 40,
"knownOutcome": "warn",
"missingData": [
"source-backed innovation-platform mapping",
"platform score",
"network effect or convergence score"
]
}
]
},
{
"ticker": "DHI",
"action": "new",
"reviewStatus": "candidate",
"weightPct": 0.02,
"summary": "2 selected manager changes for DR HORTON INC (DHI): Berkshire new, Duquesne new. Combined current 13F weight across selected managers is 0.02%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"2 managers surfaced this ticker",
"Manager actions: Berkshire new, Duquesne new",
"Combined current 13F weight 0.02%",
"Aggregate market-value change $49.3M",
"2 positive / 0 negative manager actions",
"Longitudinal consensus synchronized-entry",
"Longest positive streak 1 observed quarter",
"Manager-behavior conviction 35.82/76 (13f-conviction-v1)"
],
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661",
"0001536411-26-000006",
"0001536411-26-000004"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "new",
"weightPct": 0,
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "new",
"weightPct": 0.93,
"sourceIds": [
"0001536411-26-000006",
"0001536411-26-000004"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 3,
"maxScore": 7,
"status": "warn",
"evaluatedCriteria": 5,
"totalCriteria": 7,
"coveragePct": 71.43,
"knownOutcome": "warn",
"missingData": [
"revenue or market cap",
"current ratio"
]
},
{
"ethosId": "moat-builder",
"score": 4,
"maxScore": 6,
"status": "pass",
"evaluatedCriteria": 4,
"totalCriteria": 6,
"coveragePct": 66.67,
"knownOutcome": "pass",
"missingData": [
"ROIC",
"financial-durability proxy"
]
},
{
"ethosId": "disruption-thesis",
"score": 0,
"maxScore": 5,
"status": "pending",
"evaluatedCriteria": 2,
"totalCriteria": 5,
"coveragePct": 40,
"knownOutcome": "fail",
"missingData": [
"source-backed innovation-platform mapping",
"platform score",
"network effect or convergence score"
]
}
]
},
{
"ticker": "GOOG",
"action": "added",
"reviewStatus": "candidate",
"weightPct": 3.05,
"summary": "2 selected manager changes for ALPHABET INC-CL C (GOOG): Berkshire added, Pershing reduced. Combined current 13F weight across selected managers is 3.05%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"2 managers surfaced this ticker",
"Manager actions: Berkshire added, Pershing reduced",
"Combined current 13F weight 3.05%",
"Aggregate market-value change $6.7B",
"1 positive / 1 negative manager actions",
"Longitudinal consensus mixed",
"Longest positive streak 2 observed quarters",
"Manager-behavior conviction 30.76/76 (13f-conviction-v1)"
],
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661",
"0001172661-26-002336",
"0001172661-26-001091"
],
"managers": [
{
"managerId": "berkshire-hathaway",
"managerName": "Berkshire Hathaway",
"action": "added",
"weightPct": 3.21,
"sourceIds": [
"0001193125-26-352200",
"0001193125-26-226661"
]
},
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "reduced",
"weightPct": 0.65,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 2,
"maxScore": 7,
"status": "pending",
"evaluatedCriteria": 4,
"totalCriteria": 7,
"coveragePct": 57.14,
"knownOutcome": "warn",
"missingData": [
"revenue or market cap",
"P/E or P/B",
"margin of safety"
]
},
{
"ethosId": "moat-builder",
"score": 5,
"maxScore": 6,
"status": "pass",
"evaluatedCriteria": 6,
"totalCriteria": 6,
"coveragePct": 100,
"knownOutcome": "pass",
"missingData": []
},
{
"ethosId": "disruption-thesis",
"score": 2,
"maxScore": 5,
"status": "pending",
"evaluatedCriteria": 2,
"totalCriteria": 5,
"coveragePct": 40,
"knownOutcome": "pass",
"missingData": [
"source-backed innovation-platform mapping",
"platform score",
"network effect or convergence score"
]
}
]
},
{
"ticker": "QSR",
"action": "reduced",
"reviewStatus": "warn",
"weightPct": 0.53,
"summary": "2 selected manager changes for RESTAURANT BRANDS INTERN (QSR): Pershing reduced, Duquesne exited. Combined current 13F weight across selected managers is 0.53%. SignalPack scores the aggregated ticker signal through selected ethos lenses before any handoff.",
"convictionSignals": [
"2 managers surfaced this ticker",
"Manager actions: Pershing reduced, Duquesne exited",
"Combined current 13F weight 0.53%",
"Aggregate market-value change $79.7M",
"0 positive / 2 negative manager actions",
"Longitudinal consensus synchronized-negative",
"Longest positive streak 0 observed quarters",
"Manager-behavior conviction 13.76/76 (13f-conviction-v1)"
],
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091",
"0001536411-26-000006",
"0001536411-26-000004"
],
"managers": [
{
"managerId": "pershing-square",
"managerName": "Pershing Square Capital Management",
"action": "reduced",
"weightPct": 12.2,
"sourceIds": [
"0001172661-26-002336",
"0001172661-26-001091"
]
},
{
"managerId": "duquesne-family-office",
"managerName": "Duquesne Family Office",
"action": "exited",
"weightPct": 0,
"sourceIds": [
"0001536411-26-000006",
"0001536411-26-000004"
]
}
],
"ethosScores": [
{
"ethosId": "intelligent-investor",
"score": 2,
"maxScore": 7,
"status": "fail",
"evaluatedCriteria": 6,
"totalCriteria": 7,
"coveragePct": 85.71,
"knownOutcome": "fail",
"missingData": [
"revenue or market cap"
]
},
{
"ethosId": "moat-builder",
"score": 3,
"maxScore": 6,
"status": "warn",
"evaluatedCriteria": 6,
"totalCriteria": 6,
"coveragePct": 100,
"knownOutcome": "warn",
"missingData": []
},
{
"ethosId": "disruption-thesis",
"score": 1,
"maxScore": 5,
"status": "pending",
"evaluatedCriteria": 2,
"totalCriteria": 5,
"coveragePct": 40,
"knownOutcome": "warn",
"missingData": [
"source-backed innovation-platform mapping",
"platform score",
"network effect or convergence score"
]
}
]
}
],
"ethos": [
{
"id": "intelligent-investor",
"status": "pending",
"summary": "0 pass, 1 warn, 2 fail, 3 pending across 6 changes. 3/6 have enough evidence for an outcome."
},
{
"id": "moat-builder",
"status": "warn",
"summary": "5 pass, 1 warn, 0 fail, 0 pending across 6 changes. 6/6 have enough evidence for an outcome."
},
{
"id": "disruption-thesis",
"status": "pending",
"summary": "0 pass, 0 warn, 0 fail, 6 pending across 6 changes. 0/6 have enough evidence for an outcome."
},
{
"id": "bogle-default",
"status": "not-applied",
"summary": "This lens remains unscored until point-in-time market and exposure evidence is available."
},
{
"id": "momentum-default",
"status": "not-applied",
"summary": "This lens remains unscored until point-in-time trend and tradability evidence is available."
}
],
"policy": {
"executionEnabled": false,
"humanApprovalRequired": true,
"status": "warn",
"checks": [
{
"id": "execution-disabled",
"label": "Execution",
"status": "pass",
"message": "SignalPack does not execute trades or connect to broker accounts."
},
{
"id": "human-approval-required",
"label": "Human approval",
"status": "pass",
"message": "Any downstream order draft must be approved outside SignalPack."
},
{
"id": "max-position-weight",
"label": "Max position",
"status": "pass",
"message": "No surfaced position exceeds the 12% policy cap."
},
{
"id": "source-coverage",
"label": "Source coverage",
"status": "pass",
"message": "Every surfaced change has at least one source record."
},
{
"id": "ethos-evidence-coverage",
"label": "Lens evidence coverage",
"status": "warn",
"message": "9 lens outcomes are pending across 6 tickers and 2 lenses; missing evidence is not counted as a failure."
},
{
"id": "ethos-failure-count",
"label": "Ethos failures",
"status": "pass",
"message": "No surfaced change fails too many selected ethos lenses."
}
],
"blockedReasons": []
},
"handoff": {
"executionEnabled": false,
"humanApprovalRequired": true,
"nextAgentAction": "prepare_review_brief"
}
}