Catalog - si5va
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| NumbookHSP [Q4 2024] Superinvestor Portfolios [Top 5 Holdings - #234] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#27] Portfolio: $7.24B |
V |
ALC |
MSFT |
ACN |
GE |
| 2 | Alex Roepers - Atlantic Investment Management [#10] Portfolio: $207M |
APTV |
GTLS |
WFRD |
OSK |
DAR |
| 3 | AltaRock Partners [#10] Portfolio: $4.94B |
TDG |
AMZN |
MSFT |
GOOGL |
MCO |
| 4 | Bill & Melinda Gates Foundation Trust [#24] Portfolio: $42.02B |
MSFT |
BRK-B |
WM |
CNI |
CAT |
| 5 | Bill Ackman - Pershing Square Capital Management [#10] Portfolio: $12.61B |
BN |
QSR |
CMG |
HHH |
GOOG |
| 6 | Bill Miller - Miller Value Partners [#33] Portfolio: $234M |
BFH |
QUAD |
NBR |
LNC |
GCI |
| 7 | Bill Nygren - Oakmark Select Fund [#23] Portfolio: $6.77B |
IQV |
GOOGL |
FCNCA |
LAD |
DE |
| 8 | Bruce Berkowitz - Fairholme Capital [#10] Portfolio: $1.18B |
JOE |
EPD |
OZK |
BRK-B |
ET |
| 9 | Bryan Lawrence - Oakcliff Capital [#9] Portfolio: $196M |
IBKR |
GIL |
TDG |
GOOG |
NRP |
| 10 | Carl Icahn - Icahn Capital Management [#14] Portfolio: $7.42B |
IEP |
CVI |
SWX |
IFF |
UAN |
| 11 | Charles Bobrinskoy - Ariel Focus Fund [#27] Portfolio: $66M |
SNA |
GS |
BOKF |
SJM |
REZI |
| 12 | Chase Coleman - Tiger Global Management [#49] Portfolio: $26.46B |
META |
MSFT |
APO |
GOOGL |
SE |
| 13 | Chris Hohn - TCI Fund Management [#10] Portfolio: $42.41B |
GE |
MCO |
MSFT |
V |
SPGI |
| 14 | Christopher Bloomstran - Semper Augustus [#37] Portfolio: $560M |
BRK-B |
BRK-A |
DLTR |
DG |
KGC |
| 15 | Christopher Davis - Davis Advisors [#100] Portfolio: $17.21B |
COF |
META |
BRK-A |
AMZN |
VTRS |
| 16 | Chuck Akre - Akre Capital Management [#18] Portfolio: $11.56B |
MA |
KKR |
MCO |
BN |
ORLY |
| 17 | Clifford Sosin - CAS Investment Partners [#4] Portfolio: $1.72B |
CVNA |
HGV |
COF |
CDLX |
|
| 18 | Daniel Loeb - Third Point [#40] Portfolio: $7.35B |
PCG |
AMZN |
DHR |
META |
TSM |
| 19 | David Abrams - Abrams Capital Management [#13] Portfolio: $6.22B |
LOAR |
LAD |
ABG |
GOOGL |
ET |
| 20 | David Einhorn - Greenlight Capital [#36] Portfolio: $1.94B |
GRBK |
CNR |
BHF |
KD |
CNH |
| 21 | David Katz - Matrix Asset Advisors [#110] Portfolio: $916M |
MSFT |
JPM |
BK |
AAPL |
MS |
| 22 | David Rolfe - Wedgewood Partners [#19] Portfolio: $508M |
GOOGL |
TSM |
META |
AAPL |
PYPL |
| 23 | David Tepper - Appaloosa Management [#37] Portfolio: $6.46B |
BABA |
AMZN |
PDD |
MSFT |
VST |
| 24 | Dennis Hong - ShawSpring Partners [#11] Portfolio: $755M |
FOUR |
PCOR |
MNDY |
NCNO |
HLT |
| 25 | Dodge & Cox [#79] Portfolio: $109.61B |
FI |
SCHW |
WFC |
RTX |
MET |
| 26 | First Eagle Investment Management [#200] Portfolio: $44.59B |
META |
ORCL |
WTW |
HCA |
IMO |
| 27 | FPA Queens Road Small Cap Value Fund [#50] Portfolio: $730M |
IDCC |
SNX |
SFBS |
SFM |
FN |
| 28 | Francis Chou - Chou Associates [#31] Portfolio: $145M |
BRK-A |
GOOG |
SYF |
AAPL |
ALLY |
| 29 | Francois Rochon - Giverny Capital [#62] Portfolio: $2.74B |
BRK-B |
META |
AME |
GOOG |
HEI-A |
| 30 | Glenn Greenberg - Brave Warrior Advisors [#30] Portfolio: $4.02B |
ELV |
SNX |
DFS |
OMF |
FNF |
| 31 | Glenn Welling - Engaged Capital [#8] Portfolio: $486M |
VFC |
VYX |
NATL |
EVH |
PTLO |
| 32 | Greenhaven Associates [#24] Portfolio: $6.76B |
GM |
LEN |
C |
TOL |
PHM |
| 33 | Greg Alexander - Conifer Management [#6] Portfolio: $776M |
GPI |
EQH |
LAD |
YNDX |
STLA |
| 34 | Guy Spier - Aquamarine Capital [#14] Portfolio: $288M |
BRK-B |
AXP |
MA |
BAC |
RACE |
| 35 | Harry Burn - Sound Shore [#40] Portfolio: $3.03B |
COF |
WFC |
TEVA |
CTRA |
AVTR |
| 36 | Hillman Value Fund [#36] Portfolio: $202M |
DIS |
T |
BA |
AMZN |
CRM |
| 37 | Howard Marks - Oaktree Capital Management [#56] Portfolio: $4.48B |
TRMD |
EXE |
GTX |
STR |
INFN |
| 38 | Jensen Investment Management [#85] Portfolio: $11.05B |
MSFT |
AAPL |
ACN |
MMC |
SYK |
| 39 | John Armitage - Egerton Capital [#30] Portfolio: $8.65B |
MSFT |
PGR |
AMZN |
CP |
FLUT |
| 40 | John Rogers - Ariel Appreciation Fund [#43] Portfolio: $946M |
MAT |
NTRS |
GS |
KMX |
CG |
| 41 | Josh Tarasoff - Greenlea Lane Capital [#8] Portfolio: $332M |
AMZN |
BN |
BRK-A |
TRUP |
MKL |
| 42 | Kahn Brothers Group [#52] Portfolio: $460M |
C |
MRK |
DIS |
BMY |
BP |
| 43 | Lee Ainslie - Maverick Capital [#200] Portfolio: $5.55B |
AMZN |
NVDA |
MSFT |
PM |
TSM |
| 44 | Leon Cooperman [#45] Portfolio: $2.64B |
COOP |
ET |
VRT |
APO |
WSC |
| 45 | Li Lu - Himalaya Capital Management [#8] Portfolio: $2.71B |
BAC |
GOOG |
GOOGL |
BRK-B |
EWBC |
| 46 | Lindsell Train [#28] Portfolio: $4.00B |
TKO |
FICO |
MDLZ |
DIS |
INTU |
| 47 | Mairs & Power Growth Fund [#46] Portfolio: $5.46B |
MSFT |
NVDA |
AMZN |
JPM |
UNH |
| 48 | Mason Hawkins - Longleaf Partners [#17] Portfolio: $1.02B |
AMG |
CNX |
FIS |
FDX |
IAC |
| 49 | Meridian Contrarian Fund [#65] Portfolio: $525M |
FCNCA |
AXS |
CCJ |
HNST |
MIR |
| 50 | Michael Burry - Scion Asset Management [#13] Portfolio: $77M |
BABA |
BIDU |
JD |
EL |
MOH |
| 51 | Mohnish Pabrai - Pabrai Investments [#3] Portfolio: $253M |
AMR |
HCC |
CNR |
||
| 52 | Nelson Peltz - Trian Fund Management [#10] Portfolio: $3.88B |
JHG |
GE |
SOLV |
WEN |
IVZ |
| 53 | Norbert Lou - Punch Card Management [#4] Portfolio: $315M |
BRK-A |
SGOV |
PDD |
SWBI |
|
| 54 | Pat Dorsey - Dorsey Asset Management [#11] Portfolio: $970M |
WIX |
META |
GOOG |
AZO |
PYPL |
| 55 | Polen Capital Management [#124] Portfolio: $37.01B |
AMZN |
MSFT |
GOOG |
V |
MA |
| 56 | Prem Watsa - Fairfax Financial Holdings [#31] Portfolio: $1.56B |
ORLA |
OXY |
BB |
KW |
CVS |
| 57 | Richard Pzena - Hancock Classic Value [#33] Portfolio: $749M |
CVS |
HUM |
BAX |
C |
DOW |
| 58 | Robert Olstein - Olstein Capital Management [#98] Portfolio: $568M |
DIS |
ST |
VNT |
LKQ |
ABM |
| 59 | Robert Vinall - RV Capital GmbH [#11] Portfolio: $467M |
CVNA |
META |
WIX |
CACC |
IBKR |
| 60 | Ruane Cunniff - Sequoia Fund [#24] Portfolio: $3.24B |
RYCEF |
ICE |
CNSWF |
FWONK |
GOOGL |
| 61 | Samantha McLemore - Patient Capital Management [#43] Portfolio: $2.17B |
AMZN |
QXO |
GOOGL |
C |
ET |
| 62 | Seth Klarman - Baupost Group [#21] Portfolio: $3.42B |
WTW |
LBTYK |
GOOG |
WCC |
CRH |
| 63 | Stephen Mandel - Lone Pine Capital [#30] Portfolio: $13.47B |
META |
AMZN |
PM |
TSM |
VST |
| 64 | Steven Romick - FPA Crescent Fund [#53] Portfolio: $6.23B |
GOOGL |
META |
C |
HCMLF |
ADI |
| 65 | Terry Smith - Fundsmith [#38] Portfolio: $23.46B |
META |
MSFT |
SYK |
ADP |
V |
| 66 | Third Avenue Management [#59] Portfolio: $517M |
DB |
TDW |
HCC |
CBRE |
BN |
| 67 | Thomas Gayner - Markel Group [#132] Portfolio: $11.34B |
BRK-A |
BRK-B |
GOOG |
BN |
AMZN |
| 68 | Thomas Russo - Gardner Russo & Quinn [#68] Portfolio: $8.85B |
BRK-A |
GOOG |
MA |
CFRHF |
PM |
| 69 | Tom Bancroft - Makaira Partners [#12] Portfolio: $587M |
CHTR |
BBWI |
PGR |
CDW |
LAMR |
| 70 | Torray Funds [#101] Portfolio: $697M |
GOOGL |
FI |
BRK-B |
HD |
JPM |
| 71 | Triple Frond Partners [#9] Portfolio: $772M |
GOOG |
MSFT |
AMZN |
V |
TDG |
| 72 | Tweedy Browne Co. - Tweedy Browne Value Fund [#82] Portfolio: $368M |
BRK-A |
SAFRY |
WFC |
TTE |
RHHVF |
| 73 | Valley Forge Capital Management [#9] Portfolio: $4.54B |
FICO |
SPGI |
MA |
MCO |
V |
| 74 | ValueAct Capital [#12] Portfolio: $4.39B |
CRM |
DIS |
NSIT |
RBLX |
EXPE |
| 75 | Viking Global Investors [#86] Portfolio: $30.90B |
JPM |
USB |
V |
BAC |
SCHW |
| 76 | Wallace Weitz - Weitz Large Cap Equity Fund [#28] Portfolio: $911M |
V |
BRK-B |
GPN |
DHR |
MA |
| 77 | Warren Buffett - Berkshire Hathaway [#38] Portfolio: $267.18B |
AAPL |
AXP |
BAC |
KO |
CVX |
| 78 | William Von Mueffling - Cantillon Capital Management [#36] Portfolio: $16.55B |
AVGO |
SPGI |
GOOGL |
V |
CBRE |
| 79 | Yacktman Asset Management [#71] Portfolio: $8.55B |
CNQ |
MSFT |
UHAL-B |
PG |
SCHW |
| courtesy dataroma.com | ||||||