ValueSider Superinvestor Data

Fetches Superinvestors' 13F portfolio holdings and buy/sell activity from ValueSider (valuesider.com). Use when the user asks for guru portfolio, 13F holding...

Dynamically fetches portfolio and trading activity for value investors (Superinvestors) from ValueSider, based on SEC 13F filings. Real-time flow: fetch page with web_fetch → parse with script → return JSON.

When to use

• User asks for a Superinvestor / guru portfolio (e.g. Warren Buffett, Mason Hawkins, Longleaf Partners).
• User asks for 13F holdings or what stocks does [manager/fund] own.
• User asks for buy/sell activity (what is [guru] buying or selling).
• User mentions ValueSider or valuesider.com in the context of portfolio data.

Real-time flow (recommended)

ValueSider often returns 403 for direct HTTP requests. Use web fetch to get page content, then parse with the script.

Step 1: Resolve guru slug

• If the user gave a name (e.g. "Mason Hawkins"), use a known slug such as mason-hawkins-longleaf-partners, or fetch https://valuesider.com/value-investors with web_fetch and find the matching link (slug is the path between /guru/ and /portfolio).
• Common slugs: warren-buffett-berkshire-hathaway, mason-hawkins-longleaf-partners, seth-klarman-baupost-group, bill-ackman-pershing-square-capital-management.

Step 2: Fetch both pages with web_fetch

• Portfolio: https://valuesider.com/guru/{guru_slug}/portfolio
• Activity: https://valuesider.com/guru/{guru_slug}/portfolio-activity

Call web_fetch (or equivalent) for each URL and keep the returned text content.

Step 3: Parse content to JSON

Save the portfolio response to a temp file (e.g. _portfolio.txt), activity to _activity.txt. Then run:

# From the skill directory (valuesider-superinvestor-data/)
python scripts/parse_fetched_content.py --type portfolio --file _portfolio.txt --guru-slug <guru_slug> --source-url "https://valuesider.com/guru/<guru_slug>/portfolio"
python scripts/parse_fetched_content.py --type activity --file _activity.txt --guru-slug <guru_slug> --source-url "https://valuesider.com/guru/<guru_slug>/portfolio-activity"

Or pipe content from stdin (no --file):

python scripts/parse_fetched_content.py --type portfolio --guru-slug mason-hawkins-longleaf-partners < _portfolio.txt

Output is JSON: portfolio has summary + holdings; activity has activities (quarter, ticker, stock_name, activity_type, share_change, pct_change_to_portfolio, reported_price, pct_of_portfolio).

Step 4: Present results

Summarize summary (period, portfolio value, number of holdings), list top holdings or recent buys/sells from the parsed JSON. Data is from ValueSider; do not present as financial advice.

---

Alternative: direct fetch script (when not 403)

If the environment allows (e.g. no 403), you can use the request-based script:

# List gurus (may 403)
python scripts/fetch_valuesider.py --list-gurus --limit 100

# Fetch one guru (may 403)
python scripts/fetch_valuesider.py <guru_slug>
python scripts/fetch_valuesider.py <guru_slug> --portfolio-only
python scripts/fetch_valuesider.py <guru_slug> --activity-only

Requires: pip install -r requirements.txt (requests, beautifulsoup4). On 403, use the real-time flow above instead.

Data source

• Portfolio: https://valuesider.com/guru/{guru_slug}/portfolio
• Activity: https://valuesider.com/guru/{guru_slug}/portfolio-activity
• Guru list: https://valuesider.com/value-investors