@ralonecom Avatar @ralonecom ralone.com

ralone.com posts on X about thread, tom, $rig, $amr the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 83.78% stocks 64.86% technology brands 21.62% cryptocurrencies 18.92% currencies 2.7%

Social topic influence thread #1716, tom 10.81%, $rig #69, $amr #6, closed 8.11%, $amzn #934, $val #43, stocks 8.11%, charles schwab 5.41%, $schw 5.41%

Top accounts mentioned or mentioned by @johnhuber72

Top assets mentioned Transocean LTD. (RIG) Alpha Metallurgical Resources, Inc. (AMR) Amazon.com, Inc. (AMZN) Validity (VAL) Charles Schwab Corporation (SCHW) Noble Corporation (NE) Alphabet Inc Class A (GOOGL) Bel Fuse Inc (BELFB) Cactus, Inc. (WHD) Bath & Body Works Inc (BBWI) Flutter Entertainment plc (FLUT) Lamar Advertising, Co. (LAMR) Microsoft Corp. (MSFT) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) Canadian Pacific Railway (CP) Smurfit WestRock plc (SW) Floor & Decor Holdings, Inc. (FND) First Citizens BancShares, Inc. (FCNCA) Warrior Met Coal, Inc. (HCC) Carnival Corp (CCL) Molina Healthcare, Inc. (MOH) Aerodrome (AERO) Fiserv Inc (FISV) Decentral Games (DG) Charter Communications Inc (CHTR) Savers Value Village, Inc. (SVV) Domino's Pizza Inc (DPZ) California Resources Corporation (CRC) Fox Corp. Class A (FOXA) Progressive Corp (PGR) Boston Scientific Corporation (BSX) Basilisk (BSX) Meta Platforms, Inc. (META) Metadium (META) AME Chain (AME) Capital One Financial Corp. (COF) HEICO CORP CL A (HEI.A) 4 (FOUR) Okta Inc (OKTA) CoStar Group, Inc. (CSGP) Alibaba Group (BABA) Braze Inc. (BRZE)

Top Social Posts

Top posts by engagements in the last [--] hours

"✨ Mohnish Pabrai adds $RIG ✨ Increased Transocean position by 2.6M shares. Period: Q4-25 Position: 27.8% of portfolio Shares added: 2.6M https://ralone.com/13f/funds/0001549575/activity/buys https://ralone.com/13f/funds/0001549575/activity/buys"
X Link 2026-02-13T13:00Z [--] followers, [--] engagements

"✨ Mohnish Pabrai adds $AMR ✨ Increased Alpha Metallurgical Resources position by 11K shares. Period: Q4-25 Position: 27.0% of portfolio Shares added: 11K https://ralone.com/13f/funds/0001549575/activity/buys https://ralone.com/13f/funds/0001549575/activity/buys"
X Link 2026-02-13T13:00Z [--] followers, [--] engagements

"✨ Franois Rochon trims $BRK-B ✨ Reduced Berkshire Hathaway position by 4.7K shares. Period: Q4-25 Position: 8.5% of portfolio Shares sold: 4.7K More updates in thread https://ralone.com/13f/funds/0001641864/activity/sells https://ralone.com/13f/funds/0001641864/activity/sells"
X Link 2026-02-13T16:05Z [--] followers, [--] engagements

"✨ Francois Rochon adds $SCHW ✨ Increased Charles Schwab position by 9.9K shares. Period: Q4-25 Position: 5.3% of portfolio Shares added: 9.9K https://ralone.com/13f/funds/0001641864/activity/buys https://ralone.com/13f/funds/0001641864/activity/buys"
X Link 2026-02-13T16:05Z [--] followers, [--] engagements

"✨ Sarah Ketterer trims $CP ✨ Reduced Canadian Pacific position. Period: Q4-25 Position: 12.8% of portfolio Shares sold: 926K Est. return: -5% https://ralone.com/13f/funds/0001165797/activity/sells https://ralone.com/13f/funds/0001165797/activity/sells"
X Link 2026-02-13T16:19Z [--] followers, [--] engagements

"✨ Sarah Ketterer adds $SW ✨ Increased Smurfit WestRock position by 11.6M shares. Period: Q4-25 Position: 10.2% of portfolio Shares added: 11.6M https://ralone.com/13f/funds/0001165797/activity/buys https://ralone.com/13f/funds/0001165797/activity/buys"
X Link 2026-02-13T16:19Z [--] followers, [--] engagements

"✨ John Huber exits $FND ✨ Closed Floor & Decor position. Period: Q4-25 Position: 10.5% of portfolio Est. return: -17.5% More updates in thread https://ralone.com/13f/funds/0001911378/closed https://ralone.com/13f/funds/0001911378/closed"
X Link 2026-02-13T18:23Z [--] followers, [--] engagements

"✨ John Huber exits $AMZN ✨ Closed Amazon position. Period: Q4-25 Position: 6.3% of portfolio Est. return: N/A https://ralone.com/13f/funds/0001911378/closed https://ralone.com/13f/funds/0001911378/closed"
X Link 2026-02-13T18:23Z [--] followers, [--] engagements

"✨ John Huber adds $NRP ✨ Increased Natural Resource Partners position. Period: Q4-25 Position: 18.2% of portfolio Shares bought: [-----] https://ralone.com/13f/funds/0001911378/activity/buys https://ralone.com/13f/funds/0001911378/activity/buys"
X Link 2026-02-13T18:23Z [--] followers, [---] engagements

"Good to see @JohnHuber72 filing a new 13F 👍🏻 Congrats on hitting the $100M mark again with Saber. $NRP and $FCNCA look like classic Saber purchases. Keep it going John https://ralone.com/13f/funds/0001911378 https://ralone.com/13f/funds/0001911378"
X Link 2026-02-14T07:38Z [--] followers, [---] engagements

"✨ Mohnish Pabrai 13F Update ✨ Period: Q4-25 Portfolio: [--] stocks Changes: added $RIG $AMR trimmed $VAL exited $NE (+1.6%) Top 3: $HCC (39.5%) $RIG (27.8%) $AMR (27.0%) More updates in thread https://ralone.com/13f/funds/0001549575 https://ralone.com/13f/funds/0001549575"
X Link 2026-02-13T13:00Z [--] followers, [--] engagements

"✨ Mohnish Pabrai trims $VAL ✨ Reduced Valaris position by 607K shares. Period: Q4-25 Position: 5.8% of portfolio Shares sold: 607K Est. return: +25.9% https://ralone.com/13f/funds/0001549575/activity/sells https://ralone.com/13f/funds/0001549575/activity/sells"
X Link 2026-02-13T13:00Z [--] followers, [--] engagements

"✨ Sarah Ketterer adds $CCL ✨ Increased Carnival position by 2.0M shares. Period: Q4-25 Position: 14.3% of portfolio Shares added: 2.0M More updates in thread https://ralone.com/13f/funds/0001165797/activity/buys https://ralone.com/13f/funds/0001165797/activity/buys"
X Link 2026-02-13T16:19Z [--] followers, [--] engagements

"When Seth Klarman speaks you listen. When he files a 13F you study. His latest 13F shows exactly where Klarman is finding value. Some of these new additions might surprise you. Find the details here: $AMZN $MOH $GOOG $FISV $DG $AERO https://ralone.com/13f/funds/0001061768 https://ralone.com/13f/funds/0001061768"
X Link 2026-02-14T07:52Z [--] followers, [---] engagements

"Mohnish Pabrai manages $402M with only [--] stocks. No diversification just extreme conviction. Hes currently investing in one specific sector. See for yourself: $RIG $VAL $AMR $NE https://ralone.com/13f/funds/0001549575 https://ralone.com/13f/funds/0001549575"
X Link 2026-02-14T08:02Z [--] followers, [---] engagements

"✨ Tom Bancroft 13F Update ✨ Period: Q4-25 Portfolio: [--] stocks Changes: added $LMB trimmed $BBWI $FLUT $SVV $LAMR $BELFB $WHD exited $BELFA (+63%) Top 3: $CHTR (26.8%) $DPZ (12.1%) $LAMR (11.9%) More updates in thread https://ralone.com/13f/funds/0001540866 https://ralone.com/13f/funds/0001540866"
X Link 2026-02-12T07:31Z [--] followers, [---] engagements

"✨ Tom Bancroft trims $LAMR ✨ Reduced Lamar Advertising position. Period: Q4-25 Position: 11.9% of portfolio Shares sold: 50K Est. return: +31.8% 🚀 https://ralone.com/13f/funds/0001540866/activity/sells https://ralone.com/13f/funds/0001540866/activity/sells"
X Link 2026-02-12T07:31Z [--] followers, [--] engagements

"✨ Tom Bancroft trims $FLUT ✨ Reduced Flutter Entertainment position. Period: Q4-25 Position: 7.0% of portfolio Shares sold: 40K Est. return: +7.2% https://ralone.com/13f/funds/0001540866/activity/sells https://ralone.com/13f/funds/0001540866/activity/sells"
X Link 2026-02-12T07:31Z [--] followers, [---] engagements

"✨ Stephen Yacktman trims $CRC ✨ Reduced California Resources position. Period: Q4-25 Position: 8.9% of portfolio Shares sold: 2.1M Est. return: +25% More updates in thread https://ralone.com/13f/funds/0000905567/activity/sells https://ralone.com/13f/funds/0000905567/activity/sells"
X Link 2026-02-12T07:43Z [--] followers, [--] engagements

"✨ Stephen Yacktman trims $MSFT ✨ Reduced Microsoft position by 64K shares. Period: Q4-25 Position: 6.5% of portfolio Shares sold: 64K https://ralone.com/13f/funds/0000905567/activity/sells https://ralone.com/13f/funds/0000905567/activity/sells"
X Link 2026-02-12T07:43Z [--] followers, [--] engagements

"✨ Stephen Yacktman trims $SCHW ✨ Reduced Charles Schwab position by 258K shares. Period: Q4-25 Position: 5.5% of portfolio Shares sold: 258K Est. return: +55.9% 🚀 https://ralone.com/13f/funds/0000905567/activity/sells https://ralone.com/13f/funds/0000905567/activity/sells"
X Link 2026-02-12T07:43Z [--] followers, [--] engagements

"✨ Stephen Yacktman trims $FOXA ✨ Reduced Fox Corporation position. Period: Q4-25 Position: 5.1% of portfolio Shares sold: 229K Est. return: +76% 🚀 https://ralone.com/13f/funds/0000905567/activity/sells https://ralone.com/13f/funds/0000905567/activity/sells"
X Link 2026-02-12T07:43Z [--] followers, [--] engagements

"✨ John Armitage exits $PGR ✨ Closed Progressive position. Period: Q4-25 Position: 6.7% of portfolio Est. return: +2.4% More updates in thread https://ralone.com/13f/funds/0001581811/closed https://ralone.com/13f/funds/0001581811/closed"
X Link 2026-02-12T07:48Z [--] followers, [--] engagements

"✨ John Armitage adds $AMZN ✨ Increased Amazon position by 1.8M shares. Period: Q4-25 Position: 14.8% of portfolio Shares added: 1.8M https://ralone.com/13f/funds/0001581811/activity/buys https://ralone.com/13f/funds/0001581811/activity/buys"
X Link 2026-02-12T07:48Z [--] followers, [--] engagements

"✨ John Armitage adds $V ✨ Increased Visa position by 888K shares. Period: Q4-25 Position: 12.5% of portfolio Shares added: 888K https://ralone.com/13f/funds/0001581811/activity/buys https://ralone.com/13f/funds/0001581811/activity/buys"
X Link 2026-02-12T07:48Z [--] followers, [--] engagements

"✨ John Armitage trims $MSFT ✨ Reduced Microsoft position by 62K shares. Period: Q4-25 Position: 9.2% of portfolio Shares sold: 62K https://ralone.com/13f/funds/0001581811/activity/sells https://ralone.com/13f/funds/0001581811/activity/sells"
X Link 2026-02-12T07:48Z [--] followers, [--] engagements

"✨ John Armitage adds $BSX ✨ Increased Boston Scientific position by 72.6K shares. Period: Q4-25 Position: 5.6% of portfolio Shares added: 72.6K https://ralone.com/13f/funds/0001581811/activity/buys https://ralone.com/13f/funds/0001581811/activity/buys"
X Link 2026-02-12T07:48Z [--] followers, [--] engagements

"✨ Francois Rochon adds $META ✨ Increased Meta Platforms position by [----] shares. Period: Q4-25 Position: 6.9% of portfolio Shares added: [----] https://ralone.com/13f/funds/0001641864/activity/buys https://ralone.com/13f/funds/0001641864/activity/buys"
X Link 2026-02-13T16:05Z [--] followers, [--] engagements

"✨ Francois Rochon trims $AME ✨ Reduced AMETEK position. Period: Q4-25 Position: 6.7% of portfolio Shares sold: [-----] https://ralone.com/13f/funds/0001641864/activity/sells https://ralone.com/13f/funds/0001641864/activity/sells"
X Link 2026-02-13T16:05Z [--] followers, [--] engagements

"✨ Francois Rochon adds $GOOG ✨ Increased Alphabet position by [----] shares. Period: Q4-25 Position: 6.7% of portfolio Shares added: [----] https://ralone.com/13f/funds/0001641864/activity/buys https://ralone.com/13f/funds/0001641864/activity/buys"
X Link 2026-02-13T16:05Z [--] followers, [--] engagements

"✨ Tom Bancroft trims $BBWI ✨ Reduced Bath & Body Works position by 636K shares. Period: Q4-25 Position: 11.5% of portfolio Shares sold: 636K Est. return: -55% https://ralone.com/13f/funds/0001540866/activity/sells https://ralone.com/13f/funds/0001540866/activity/sells"
X Link 2026-02-12T07:31Z [--] followers, [--] engagements

"✨ Tom Bancroft trims $BELFB ✨ Reduced Bel Fuse position. Period: Q4-25 Position: 7.3% of portfolio Shares sold: 45K Est. return: +91% 🚀 https://ralone.com/13f/funds/0001540866/activity/sells https://ralone.com/13f/funds/0001540866/activity/sells"
X Link 2026-02-12T07:31Z [--] followers, [--] engagements

"✨ Tom Bancroft trims $WHD ✨ Reduced Cactus position. Period: Q4-25 Position: 5.0% of portfolio Shares sold: 122K Est. return: -12% https://ralone.com/13f/funds/0001540866/activity/sells https://ralone.com/13f/funds/0001540866/activity/sells"
X Link 2026-02-12T07:31Z [--] followers, [--] engagements

"✨ Tom Bancroft adds $LMB ✨ Increased Limbach Holdings position by 50K shares. Period: Q4-25 Position: 6.2% of portfolio Shares added: 50K https://ralone.com/13f/funds/0001540866/activity/buys https://ralone.com/13f/funds/0001540866/activity/buys"
X Link 2026-02-12T07:31Z [--] followers, [--] engagements

"✨ John Armitage trims $COF ✨ Reduced Capital One position. Period: Q4-25 Position: 5.5% of portfolio Shares sold: [----] Est. return: +19% https://ralone.com/13f/funds/0001581811/activity/sells https://ralone.com/13f/funds/0001581811/activity/sells"
X Link 2026-02-12T07:48Z [--] followers, [--] engagements

"✨ Francois Rochon adds $HEI-A ✨ Increased HEICO position by 5K shares. Period: Q4-25 Position: 6.4% of portfolio Shares bought: 5.0K https://ralone.com/13f/funds/0001641864/activity/buys https://ralone.com/13f/funds/0001641864/activity/buys"
X Link 2026-02-13T16:05Z [--] followers, [--] engagements

"Check out Dennis Hong at ShawSpring Partners. He manages $531M across just [--] positions with a massive focus on high-conviction SaaS and Tech. His top [--] holdings make up over 62% of the entire fund See the full 13F: $OKTA $FOUR $CSGP $BABA $BRZE https://ralone.com/13f/funds/0001766908 https://ralone.com/13f/funds/0001766908"
X Link 2026-02-14T08:09Z [--] followers, [---] engagements

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