Catalog - si5va
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| NumbookHSP [Q3 2024] Superinvestor Portfolios [Top 5 Holdings - #244] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#25] Portfolio: $7.67B |
ALC |
MSFT |
GE |
V |
ICE |
| 2 | Alex Roepers - Atlantic Investment Management [#7] Portfolio: $205M |
GTLS |
APTV |
TEX |
WCC |
WFRD |
| 3 | AltaRock Partners [#9] Portfolio: $5.08B |
TDG |
AMZN |
MSFT |
GOOGL |
MCO |
| 4 | Bill & Melinda Gates Foundation Trust [#24] Portfolio: $45.09B |
MSFT |
BRK-B |
WM |
CNI |
CAT |
| 5 | Bill Ackman - Pershing Square Capital Management [#10] Portfolio: $12.91B |
BN |
HLT |
CMG |
QSR |
HHH |
| 6 | Bill Miller - Miller Value Partners [#30] Portfolio: $177M |
BFH |
LNC |
JXN |
T |
WAL |
| 7 | Bill Nygren - Oakmark Select Fund [#21] Portfolio: $6.26B |
CBRE |
GOOGL |
FCNCA |
IQV |
DE |
| 8 | Bruce Berkowitz - Fairholme Capital [#7] Portfolio: $1.46B |
JOE |
EPD |
OZK |
BRK-B |
WRB |
| 9 | Bryan Lawrence - Oakcliff Capital [#9] Portfolio: $199M |
IBKR |
TDG |
GIL |
GWRE |
GOOG |
| 10 | Carl Icahn - Icahn Capital Management [#14] Portfolio: $9.88B |
IEP |
CVI |
SWX |
IFF |
BHC |
| 11 | Charles Bobrinskoy - Ariel Focus Fund [#27] Portfolio: $68M |
MHK |
ORCL |
SNA |
GS |
BOKF |
| 12 | Chase Coleman - Tiger Global Management [#45] Portfolio: $23.44B |
META |
MSFT |
GOOGL |
APO |
SE |
| 13 | Chris Hohn - TCI Fund Management [#10] Portfolio: $44.02B |
GE |
MCO |
SPGI |
MSFT |
CP |
| 14 | Christopher Bloomstran - Semper Augustus [#37] Portfolio: $592M |
BRK-B |
BRK-A |
DG |
KGC |
NEM |
| 15 | Christopher Davis - Davis Advisors [#102] Portfolio: $17.83B |
META |
COF |
BRK-A |
AMAT |
WFC |
| 16 | Chuck Akre - Akre Capital Management [#18] Portfolio: $12.02B |
MA |
MCO |
KKR |
AMT |
ORLY |
| 17 | Clifford Sosin - CAS Investment Partners [#5] Portfolio: $1.51B |
CVNA |
HGV |
COF |
CDLX |
WRLD |
| 18 | Daniel Loeb - Third Point [#41] Portfolio: $7.37B |
PCG |
AMZN |
DHR |
VST |
BBWI |
| 19 | David Abrams - Abrams Capital Management [#14] Portfolio: $6.23B |
LOAR |
LAD |
ABG |
META |
GOOGL |
| 20 | David Einhorn - Greenlight Capital [#38] Portfolio: $2.40B |
GRBK |
CEIX |
BHF |
HPQ |
KD |
| 21 | David Katz - Matrix Asset Advisors [#102] Portfolio: $899M |
MSFT |
BK |
JPM |
AAPL |
PNC |
| 22 | David Rolfe - Wedgewood Partners [#19] Portfolio: $551M |
META |
GOOGL |
TSM |
PYPL |
V |
| 23 | David Tepper - Appaloosa Management [#38] Portfolio: $6.73B |
BABA |
PDD |
AMZN |
MSFT |
META |
| 24 | Dennis Hong - ShawSpring Partners [#10] Portfolio: $792M |
FOUR |
MNDY |
SE |
PCOR |
IAC |
| 25 | Dodge & Cox [#81] Portfolio: $112.41B |
FI |
SCHW |
RTX |
WFC |
SNY |
| 26 | First Eagle Investment Management [#200] Portfolio: $48.54B |
ORCL |
META |
HCA |
XOM |
IMO |
| 27 | FPA Queens Road Small Cap Value Fund [#48] Portfolio: $683M |
IDCC |
SNX |
SFM |
FN |
SFBS |
| 28 | Francis Chou - Chou Associates [#32] Portfolio: $157M |
BRK-A |
GOOG |
OXY |
AAPL |
SYF |
| 29 | Francois Rochon - Giverny Capital [#52] Portfolio: $2.63B |
BRK-B |
META |
AME |
HEI-A |
PGR |
| 30 | Glenn Greenberg - Brave Warrior Advisors [#32] Portfolio: $4.82B |
ELV |
DFS |
SNX |
PRI |
FNF |
| 31 | Glenn Welling - Engaged Capital [#9] Portfolio: $617M |
EVH |
VFC |
VYX |
NATL |
PTLO |
| 32 | Greenhaven Associates [#24] Portfolio: $8.53B |
LEN |
GM |
C |
CRH |
TOL |
| 33 | Greg Alexander - Conifer Management [#6] Portfolio: $874M |
EQH |
LAD |
GPI |
STLA |
YNDX |
| 34 | Guy Spier - Aquamarine Capital [#14] Portfolio: $286M |
BRK-B |
AXP |
MA |
BAC |
RACE |
| 35 | Harry Burn - Sound Shore [#40] Portfolio: $3.07B |
COF |
TEVA |
WFC |
WTW |
PVH |
| 36 | Hillman Value Fund [#37] Portfolio: $221M |
BMY |
USB |
T |
DD |
CPB |
| 37 | Howard Marks - Oaktree Capital Management [#58] Portfolio: $5.31B |
TRMD |
EXE |
GTX |
STR |
INFN |
| 38 | Jensen Investment Management [#87] Portfolio: $11.96B |
MSFT |
AAPL |
ACN |
MMC |
SYK |
| 39 | John Armitage - Egerton Capital [#30] Portfolio: $9.91B |
MSFT |
PGR |
CP |
META |
AMZN |
| 40 | John Rogers - Ariel Appreciation Fund [#42] Portfolio: $1.00B |
NTRS |
MAT |
GS |
GNRC |
SWK |
| 41 | Josh Tarasoff - Greenlea Lane Capital [#9] Portfolio: $330M |
AMZN |
BN |
BRK-A |
TRUP |
MKL |
| 42 | Kahn Brothers Group [#53] Portfolio: $581M |
C |
MRK |
BP |
FLG |
BAYRY |
| 43 | Lee Ainslie - Maverick Capital [#200] Portfolio: $5.13B |
NVDA |
AMZN |
MSFT |
CPNG |
PM |
| 44 | Leon Cooperman [#40] Portfolio: $2.35B |
COOP |
VRT |
ET |
APO |
WSC |
| 45 | Li Lu - Himalaya Capital Management [#8] Portfolio: $2.47B |
BAC |
GOOG |
GOOGL |
BRK-B |
EWBC |
| 46 | Lindsell Train [#29] Portfolio: $4.43B |
MDLZ |
FICO |
INTU |
TKO |
DIS |
| 47 | Mairs & Power Growth Fund [#47] Portfolio: $5.70B |
MSFT |
NVDA |
UNH |
AMZN |
JPM |
| 48 | Mason Hawkins - Longleaf Partners [#18] Portfolio: $1.05B |
CNX |
AMG |
FIS |
IAC |
FDX |
| 49 | Meridian Contrarian Fund [#64] Portfolio: $555M |
CACI |
FCNCA |
BEPC |
VICI |
AXS |
| 50 | Michael Burry - Scion Asset Management [#8] Portfolio: $83M |
BABA |
JD |
FOUR |
BIDU |
MOH |
| 51 | Mohnish Pabrai - Pabrai Investments [#5] Portfolio: $247M |
AMR |
CEIX |
HCC |
ARCH |
DAC |
| 52 | Nelson Peltz - Trian Fund Management [#10] Portfolio: $3.89B |
JHG |
GE |
WEN |
SOLV |
IVZ |
| 53 | Norbert Lou - Punch Card Management [#4] Portfolio: $335M |
BRK-A |
SGOV |
WGO |
SWBI |
|
| 54 | Pat Dorsey - Dorsey Asset Management [#12] Portfolio: $928M |
META |
AZO |
WIX |
APP |
PYPL |
| 55 | Polen Capital Management [#118] Portfolio: $38.74B |
AMZN |
MSFT |
GOOG |
V |
NOW |
| 56 | Prem Watsa - Fairfax Financial Holdings [#31] Portfolio: $1.10B |
OXY |
ORLA |
KW |
BB |
UAA |
| 57 | Richard Pzena - Hancock Classic Value [#36] Portfolio: $1.21B |
DOW |
C |
BAX |
CVS |
WFC |
| 58 | Robert Olstein - Olstein Capital Management [#98] Portfolio: $588M |
DIS |
ST |
KLIC |
UPS |
BAX |
| 59 | Robert Vinall - RV Capital GmbH [#11] Portfolio: $485M |
CVNA |
META |
WIX |
CACC |
IBKR |
| 60 | Ruane Cunniff - Sequoia Fund [#25] Portfolio: $3.54B |
RYCEF |
ICE |
CNSWF |
GOOGL |
UNH |
| 61 | Samantha McLemore - Patient Capital Management [#41] Portfolio: $2.04B |
QXO |
AMZN |
GOOGL |
C |
EXPE |
| 62 | Seth Klarman - Baupost Group [#20] Portfolio: $3.50B |
LBTYK |
WTW |
CLVT |
GOOG |
CRH |
| 63 | Stephen Mandel - Lone Pine Capital [#29] Portfolio: $13.41B |
META |
AMZN |
VST |
TSM |
MSFT |
| 64 | Steven Romick - FPA Crescent Fund [#56] Portfolio: $6.40B |
META |
GOOGL |
ADI |
HCMLF |
CMCSA |
| 65 | Terry Smith - Fundsmith [#40] Portfolio: $25.28B |
MSFT |
META |
SYK |
ADP |
V |
| 66 | Third Avenue Management [#59] Portfolio: $612M |
HCC |
DB |
TDW |
CMA |
LEN-B |
| 67 | Thomas Gayner - Markel Group [#132] Portfolio: $11.11B |
BRK-A |
BRK-B |
BN |
GOOG |
AMZN |
| 68 | Thomas Russo - Gardner Russo & Quinn [#77] Portfolio: $9.74B |
BRK-A |
GOOG |
MA |
CFRHF |
NSRGY |
| 69 | Tom Bancroft - Makaira Partners [#12] Portfolio: $778M |
PGR |
CHTR |
LAMR |
CDW |
BBWI |
| 70 | Torray Funds [#102] Portfolio: $715M |
GOOGL |
FI |
BRK-B |
RPRX |
HD |
| 71 | Triple Frond Partners [#9] Portfolio: $773M |
GOOG |
TDG |
AMZN |
V |
MSFT |
| 72 | Tweedy Browne Co. - Tweedy Browne Value Fund [#85] Portfolio: $430M |
BRK-A |
SAFRY |
TTE |
GOOGL |
RHHVF |
| 73 | Valley Forge Capital Management [#8] Portfolio: $4.50B |
FICO |
SPGI |
MA |
MCO |
INTU |
| 74 | ValueAct Capital [#10] Portfolio: $3.94B |
CRM |
NSIT |
DIS |
RBLX |
EXPE |
| 75 | Viking Global Investors [#83] Portfolio: $27.44B |
USB |
ADBE |
AAPL |
PM |
V |
| 76 | Wallace Weitz - Weitz Large Cap Equity Fund [#30] Portfolio: $944M |
BRK-B |
DHR |
MA |
V |
TMO |
| 77 | Warren Buffett - Berkshire Hathaway [#40] Portfolio: $266.38B |
AAPL |
AXP |
BAC |
KO |
CVX |
| 78 | William Von Mueffling - Cantillon Capital Management [#38] Portfolio: $16.35B |
AVGO |
SPGI |
GOOGL |
AMAT |
CBRE |
| 79 | Yacktman Asset Management [#71] Portfolio: $9.75B |
CNQ |
MSFT |
UHAL-B |
PG |
PEP |
| courtesy dataroma.com | ||||||