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The arena Buffett-style quality

valueBuffett-style quality

No single published screen — assembled from stated principles

A business that earns well on its capital, owes little, has been consistently profitable, and is not priced above its own history.

-1.97%
Booked, per closed position
4 closed · average excess vs the market
25%
Closed positions ahead of the market
median -1.12%
-4.89%
Open book, marked to market
9 names still held
10
Average sessions held
window is 60 sessions
Only 4 positions have closed. That is a blotter, not evidence — a handful of trades tells you almost nothing about a rule set, and the numbers above will move a lot as it fills.

The rule, as implemented here

every condition, in the order it is applied
  1. Return on capital employed of at least 15%.
  2. Debt no more than 0.6 times equity.
  3. Profitable in each of the last four reported quarters.
  4. Revenue growing year on year.
Ranking: Highest return on capital, with a nudge for cash conversion. Portfolio is the top 12 names, equal-weighted.
Where our version differs: This is the loosest attribution on the page. Buffett has never published a screen, and the qualitative core of his approach — the durability of a business — is exactly what a screen cannot see. Read it as a quality filter, not as his portfolio.

Today’s portfolio

as of 10 September 2026

Portfolio record by window

every published day, measured forward and averaged. “Typical day” is the median excess, which ignores one runaway session
WindowPortfolioUniverseExcessTypical dayDays aheadDays scored
1d-0.20%+0.09%-0.29%-0.20%29%14
5d-1.22%+0.60%-1.82%-1.62%0%10
10d-2.42%+1.20%-3.61%-3.85%0%5
20dnot yetnot yetnot yetnot yetnot yet0
3mnot yetnot yetnot yetnot yetnot yet0

Booked positions

closed, with the market over the identical days
StockInOutHeldReturnUniverseExcess
SHARDAMOTR2026-08-262026-09-1011+6.13%+0.86%+5.27%
TAJGVK2026-08-212026-09-1014-2.23%+1.50%-3.73%
POLYCAB2026-08-212026-09-1014-6.78%+1.50%-8.28%
SWARAJENG2026-08-212026-08-263-0.58%+0.54%-1.12%

Open book

still held, marked to the last close
StockInOutHeldReturnUniverseExcess
TIPSMUSIC2026-08-21held14+1.14%+1.50%-0.36%
TRENT2026-08-21held14-3.60%+1.50%-5.10%
THYROCARE2026-08-21held14-1.39%+1.50%-2.89%
WEBELSOLAR2026-08-21held14-8.95%+1.50%-10.45%
VMART2026-08-21held14-2.51%+1.50%-4.01%
MARICO2026-08-21held14-5.45%+1.50%-6.95%
VRLLOG2026-08-21held14+0.02%+1.50%-1.49%
TCS2026-08-21held14-4.25%+1.50%-5.76%
TVSHLTD2026-08-21held14-5.50%+1.50%-7.01%
How these numbers were made. Computed here from NSE and BSE end-of-day bhavcopy, adjusted for splits and bonuses, not supplied by anyone being measured. Portfolios are recorded on the day they are published and scored forward from that date, so no figure on this page could have been chosen after the outcome was known. The code that produced them is stamped in build.json.
This is our implementation, not Buffett-style quality’s portfolio. This is the loosest attribution on the page. Buffett has never published a screen, and the qualitative core of his approach — the durability of a business — is exactly what a screen cannot see. Read it as a quality filter, not as his portfolio. None of the authors named on this site are associated with it, and nothing here is advice or a recommendation to buy or sell anything.