As of Q2 2026, David Katz reported 106 long-equity positions worth $1.23B in aggregate.
Copy-investor backtest
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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This view compares two managers’ portfolios to show the stocks they both hold, so you can see where independent high-conviction investors agree.
Pick a second manager above to see shared positions.
