# ![@ralonecom Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2011146850263539712.png) @ralonecom ralone.com

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

### Engagements: [--] [#](/creator/twitter::2011146850263539712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2011146850263539712/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::2011146850263539712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2011146850263539712/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::2011146850263539712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2011146850263539712/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::2011146850263539712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2011146850263539712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  83.78% [stocks](/list/stocks)  64.86% [technology brands](/list/technology-brands)  21.62% [cryptocurrencies](/list/cryptocurrencies)  18.92% [currencies](/list/currencies)  2.7%

**Social topic influence**
[return](/topic/return) 13.51%, [$rig](/topic/$rig) #98, [$amr](/topic/$amr) #5, [$val](/topic/$val) 8.11%, [stocks](/topic/stocks) 8.11%, [$amzn](/topic/$amzn) #933, [closed](/topic/closed) 8.11%, [$ne](/topic/$ne) 5.41%, [$belfb](/topic/$belfb) 5.41%, [$flut](/topic/$flut) 5.41%

**Top accounts mentioned or mentioned by**
[@johnhuber72](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Validity (VAL)](/topic/$val) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Noble Corporation (NE)](/topic/$ne) [Bel Fuse Inc (BELFB)](/topic/$belfb) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Lamar Advertising, Co. (LAMR)](/topic/$lamr) [Cactus, Inc. (WHD)](/topic/$whd) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Boston Scientific Corporation (BSX)](/topic/boston-scientific) [Basilisk (BSX)](/topic/$bsx) [Decentral Games (DG)](/topic/$dg) [Aerodrome (AERO)](/topic/$aero) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Fiserv Inc (FISV)](/topic/$fisv) [Charter Communications Inc (CHTR)](/topic/$chtr) [Savers Value Village, Inc. (SVV)](/topic/$svv) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [California Resources Corporation (CRC)](/topic/$crc) [Fox Corp. Class A (FOXA)](/topic/$foxa) [Progressive Corp (PGR)](/topic/$pgr) [Capital One Financial Corp. (COF)](/topic/$cof) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Metadium (META)](/topic/$meta) [AME Chain (AME)](/topic/$ame) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Carnival Corp (CCL)](/topic/$ccl) [Canadian Pacific Railway (CP)](/topic/$cp) [Smurfit WestRock plc (SW)](/topic/$sw) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [4 (FOUR)](/topic/$four) [Okta Inc (OKTA)](/topic/$okta) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Alibaba Group (BABA)](/topic/$baba) [Braze Inc. (BRZE)](/topic/$brze)
### Top Social Posts
Top posts by engagements in the last [--] hours

"✨ 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](https://x.com/ralonecom/status/2022294885701673191)  2026-02-13T13:00Z [--] 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](https://x.com/ralonecom/status/2021849697837576662)  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](https://x.com/ralonecom/status/2021849699460714862)  2026-02-12T07:31Z [--] 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](https://x.com/ralonecom/status/2021853888463134844)  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](https://x.com/ralonecom/status/2021853890270908870)  2026-02-12T07:48Z [--] followers, [--] engagements


"✨ 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](https://x.com/ralonecom/status/2022294887777898839)  2026-02-13T13:00Z [--] 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](https://x.com/ralonecom/status/2022579612027375753)  2026-02-14T07:52Z [--] 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](https://x.com/ralonecom/status/2021849694578561490)  2026-02-12T07:31Z [--] 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](https://x.com/ralonecom/status/2022582158636749078)  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](https://x.com/ralonecom/status/2021849692787679704)  2026-02-12T07:31Z [--] 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](https://x.com/ralonecom/status/2021849696218526128)  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](https://x.com/ralonecom/status/2021849701184614621)  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](https://x.com/ralonecom/status/2021849703072055431)  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](https://x.com/ralonecom/status/2021852726775148707)  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](https://x.com/ralonecom/status/2021852728465469619)  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](https://x.com/ralonecom/status/2021852730189295950)  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](https://x.com/ralonecom/status/2021852731820970408)  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](https://x.com/ralonecom/status/2021853882163266003)  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](https://x.com/ralonecom/status/2021853885149724718)  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](https://x.com/ralonecom/status/2021853886886142383)  2026-02-12T07:48Z [--] 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](https://x.com/ralonecom/status/2021853891923411431)  2026-02-12T07:48Z [--] 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](https://x.com/ralonecom/status/2022294889627582663)  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](https://x.com/anyuser/status/2022294891426918674)  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](https://x.com/anyuser/status/2022341469340606653)  2026-02-13T16:05Z [--] 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](https://x.com/ralonecom/status/2022341471488106649)  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](https://x.com/ralonecom/status/2022341473279029659)  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](https://x.com/ralonecom/status/2022341475053244583)  2026-02-13T16:05Z [--] 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](https://x.com/ralonecom/status/2022341476735242711)  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](https://x.com/ralonecom/status/2022341478551286118)  2026-02-13T16:05Z [--] 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](https://x.com/ralonecom/status/2022344848997482801)  2026-02-13T16:19Z [--] 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](https://x.com/ralonecom/status/2022344851170132474)  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](https://x.com/ralonecom/status/2022344852956905849)  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](https://x.com/ralonecom/status/2022376188262461525)  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](https://x.com/ralonecom/status/2022376190221128098)  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](https://x.com/ralonecom/status/2022376191856963863)  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](https://x.com/ralonecom/status/2022576239781798379)  2026-02-14T07:38Z [--] 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](https://x.com/ralonecom/status/2022584064339800079)  2026-02-14T08:09Z [--] followers, [---] engagements

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