Catalog - si2va
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| NumbookHSP [Q3 2024] Superinvestor Portfolios [Top 2 Holdings - #98] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#25] Portfolio: $7.67B |
ALC |
MSFT |
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| 2 | Alex Roepers - Atlantic Investment Management [#7] Portfolio: $205M |
GTLS |
APTV |
|||
| 3 | AltaRock Partners [#9] Portfolio: $5.08B |
TDG |
AMZN |
|||
| 4 | Bill & Melinda Gates Foundation Trust [#24] Portfolio: $45.09B |
MSFT |
BRK-B |
|||
| 5 | Bill Ackman - Pershing Square Capital Management [#10] Portfolio: $12.91B |
BN |
HLT |
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| 6 | Bill Miller - Miller Value Partners [#30] Portfolio: $177M |
BFH |
LNC |
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| 7 | Bill Nygren - Oakmark Select Fund [#21] Portfolio: $6.26B |
CBRE |
GOOGL |
|||
| 8 | Bruce Berkowitz - Fairholme Capital [#7] Portfolio: $1.46B |
JOE |
EPD |
|||
| 9 | Bryan Lawrence - Oakcliff Capital [#9] Portfolio: $199M |
IBKR |
TDG |
|||
| 10 | Carl Icahn - Icahn Capital Management [#14] Portfolio: $9.88B |
IEP |
CVI |
|||
| 11 | Charles Bobrinskoy - Ariel Focus Fund [#27] Portfolio: $68M |
MHK |
ORCL |
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| 12 | Chase Coleman - Tiger Global Management [#45] Portfolio: $23.44B |
META |
MSFT |
|||
| 13 | Chris Hohn - TCI Fund Management [#10] Portfolio: $44.02B |
GE |
MCO |
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| 14 | Christopher Bloomstran - Semper Augustus [#37] Portfolio: $592M |
BRK-B |
BRK-A |
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| 15 | Christopher Davis - Davis Advisors [#102] Portfolio: $17.83B |
META |
COF |
|||
| 16 | Chuck Akre - Akre Capital Management [#18] Portfolio: $12.02B |
MA |
MCO |
|||
| 17 | Clifford Sosin - CAS Investment Partners [#5] Portfolio: $1.51B |
CVNA |
HGV |
|||
| 18 | Daniel Loeb - Third Point [#41] Portfolio: $7.37B |
PCG |
AMZN |
|||
| 19 | David Abrams - Abrams Capital Management [#14] Portfolio: $6.23B |
LOAR |
LAD |
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| 20 | David Einhorn - Greenlight Capital [#38] Portfolio: $2.40B |
GRBK |
CEIX |
|||
| 21 | David Katz - Matrix Asset Advisors [#102] Portfolio: $899M |
MSFT |
BK |
|||
| 22 | David Rolfe - Wedgewood Partners [#19] Portfolio: $551M |
META |
GOOGL |
|||
| 23 | David Tepper - Appaloosa Management [#38] Portfolio: $6.73B |
BABA |
PDD |
|||
| 24 | Dennis Hong - ShawSpring Partners [#10] Portfolio: $792M |
FOUR |
MNDY |
|||
| 25 | Dodge & Cox [#81] Portfolio: $112.41B |
FI |
SCHW |
|||
| 26 | First Eagle Investment Management [#200] Portfolio: $48.54B |
ORCL |
META |
|||
| 27 | FPA Queens Road Small Cap Value Fund [#48] Portfolio: $683M |
IDCC |
SNX |
|||
| 28 | Francis Chou - Chou Associates [#32] Portfolio: $157M |
BRK-A |
GOOG |
|||
| 29 | Francois Rochon - Giverny Capital [#52] Portfolio: $2.63B |
BRK-B |
META |
|||
| 30 | Glenn Greenberg - Brave Warrior Advisors [#32] Portfolio: $4.82B |
ELV |
DFS |
|||
| 31 | Glenn Welling - Engaged Capital [#9] Portfolio: $617M |
EVH |
VFC |
|||
| 32 | Greenhaven Associates [#24] Portfolio: $8.53B |
LEN |
GM |
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| 33 | Greg Alexander - Conifer Management [#6] Portfolio: $874M |
EQH |
LAD |
|||
| 34 | Guy Spier - Aquamarine Capital [#14] Portfolio: $286M |
BRK-B |
AXP |
|||
| 35 | Harry Burn - Sound Shore [#40] Portfolio: $3.07B |
COF |
TEVA |
|||
| 36 | Hillman Value Fund [#37] Portfolio: $221M |
BMY |
USB |
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| 37 | Howard Marks - Oaktree Capital Management [#58] Portfolio: $5.31B |
TRMD |
EXE |
|||
| 38 | Jensen Investment Management [#87] Portfolio: $11.96B |
MSFT |
AAPL |
|||
| 39 | John Armitage - Egerton Capital [#30] Portfolio: $9.91B |
MSFT |
PGR |
|||
| 40 | John Rogers - Ariel Appreciation Fund [#42] Portfolio: $1.00B |
NTRS |
MAT |
|||
| 41 | Josh Tarasoff - Greenlea Lane Capital [#9] Portfolio: $330M |
AMZN |
BN |
|||
| 42 | Kahn Brothers Group [#53] Portfolio: $581M |
C |
MRK |
|||
| 43 | Lee Ainslie - Maverick Capital [#200] Portfolio: $5.13B |
NVDA |
AMZN |
|||
| 44 | Leon Cooperman [#40] Portfolio: $2.35B |
COOP |
VRT |
|||
| 45 | Li Lu - Himalaya Capital Management [#8] Portfolio: $2.47B |
BAC |
GOOG |
|||
| 46 | Lindsell Train [#29] Portfolio: $4.43B |
MDLZ |
FICO |
|||
| 47 | Mairs & Power Growth Fund [#47] Portfolio: $5.70B |
MSFT |
NVDA |
|||
| 48 | Mason Hawkins - Longleaf Partners [#18] Portfolio: $1.05B |
CNX |
AMG |
|||
| 49 | Meridian Contrarian Fund [#64] Portfolio: $555M |
CACI |
FCNCA |
|||
| 50 | Michael Burry - Scion Asset Management [#8] Portfolio: $83M |
BABA |
JD |
|||
| 51 | Mohnish Pabrai - Pabrai Investments [#5] Portfolio: $247M |
AMR |
CEIX |
|||
| 52 | Nelson Peltz - Trian Fund Management [#10] Portfolio: $3.89B |
JHG |
GE |
|||
| 53 | Norbert Lou - Punch Card Management [#4] Portfolio: $335M |
BRK-A |
SGOV |
|||
| 54 | Pat Dorsey - Dorsey Asset Management [#12] Portfolio: $928M |
META |
AZO |
|||
| 55 | Polen Capital Management [#118] Portfolio: $38.74B |
AMZN |
MSFT |
|||
| 56 | Prem Watsa - Fairfax Financial Holdings [#31] Portfolio: $1.10B |
OXY |
ORLA |
|||
| 57 | Richard Pzena - Hancock Classic Value [#36] Portfolio: $1.21B |
DOW |
C |
|||
| 58 | Robert Olstein - Olstein Capital Management [#98] Portfolio: $588M |
DIS |
ST |
|||
| 59 | Robert Vinall - RV Capital GmbH [#11] Portfolio: $485M |
CVNA |
META |
|||
| 60 | Ruane Cunniff - Sequoia Fund [#25] Portfolio: $3.54B |
RYCEF |
ICE |
|||
| 61 | Samantha McLemore - Patient Capital Management [#41] Portfolio: $2.04B |
QXO |
AMZN |
|||
| 62 | Seth Klarman - Baupost Group [#20] Portfolio: $3.50B |
LBTYK |
WTW |
|||
| 63 | Stephen Mandel - Lone Pine Capital [#29] Portfolio: $13.41B |
META |
AMZN |
|||
| 64 | Steven Romick - FPA Crescent Fund [#56] Portfolio: $6.40B |
META |
GOOGL |
|||
| 65 | Terry Smith - Fundsmith [#40] Portfolio: $25.28B |
MSFT |
META |
|||
| 66 | Third Avenue Management [#59] Portfolio: $612M |
HCC |
DB |
|||
| 67 | Thomas Gayner - Markel Group [#132] Portfolio: $11.11B |
BRK-A |
BRK-B |
|||
| 68 | Thomas Russo - Gardner Russo & Quinn [#77] Portfolio: $9.74B |
BRK-A |
GOOG |
|||
| 69 | Tom Bancroft - Makaira Partners [#12] Portfolio: $778M |
PGR |
CHTR |
|||
| 70 | Torray Funds [#102] Portfolio: $715M |
GOOGL |
FI |
|||
| 71 | Triple Frond Partners [#9] Portfolio: $773M |
GOOG |
TDG |
|||
| 72 | Tweedy Browne Co. - Tweedy Browne Value Fund [#85] Portfolio: $430M |
BRK-A |
SAFRY |
|||
| 73 | Valley Forge Capital Management [#8] Portfolio: $4.50B |
FICO |
SPGI |
|||
| 74 | ValueAct Capital [#10] Portfolio: $3.94B |
CRM |
NSIT |
|||
| 75 | Viking Global Investors [#83] Portfolio: $27.44B |
USB |
ADBE |
|||
| 76 | Wallace Weitz - Weitz Large Cap Equity Fund [#30] Portfolio: $944M |
BRK-B |
DHR |
|||
| 77 | Warren Buffett - Berkshire Hathaway [#40] Portfolio: $266.38B |
AAPL |
AXP |
|||
| 78 | William Von Mueffling - Cantillon Capital Management [#38] Portfolio: $16.35B |
AVGO |
SPGI |
|||
| 79 | Yacktman Asset Management [#71] Portfolio: $9.75B |
CNQ |
MSFT |
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| courtesy dataroma.com | ||||||