Catalog - si2va
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| NumbookHSP [Q3 2025] Superinvestor Portfolios [Top 2 Holdings - #112] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#23] Portfolio: $7.03B |
FLUT |
ALC |
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| 2 | Alex Roepers - Atlantic Investment Management [#11] Portfolio: $174M |
GTLS |
APTV |
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| 3 | AltaRock Partners [#9] Portfolio: $5.47B |
AMZN |
MSFT |
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| 4 | Bill & Melinda Gates Foundation Trust [#23] Portfolio: $36.58B |
BRK-B |
WM |
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| 5 | Bill Ackman - Pershing Square Capital Management [#11] Portfolio: $14.64B |
UBER |
BN |
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| 6 | Bill Miller - Miller Value Partners [#36] Portfolio: $272M |
NBR |
LNC |
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| 7 | Bill Nygren - Oakmark Select Fund [#26] Portfolio: $7.19B |
IQV |
WBD |
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| 8 | Bruce Berkowitz - Fairholme Capital [#12] Portfolio: $1.24B |
JOE |
EPD |
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| 9 | Bryan Lawrence - Oakcliff Capital [#8] Portfolio: $232M |
IBKR |
GIL |
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| 10 | Carl Icahn - Icahn Capital Management [#13] Portfolio: $9.14B |
IEP |
CVI |
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| 11 | Charles Bobrinskoy - Ariel Focus Fund [#27] Portfolio: $75M |
JNJ |
REZI |
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| 12 | Chase Coleman - Tiger Global Management [#56] Portfolio: $32.36B |
MSFT |
SE |
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| 13 | Chris Hohn - TCI Fund Management [#9] Portfolio: $52.70B |
GE |
V |
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| 14 | Christopher Bloomstran - Semper Augustus [#38] Portfolio: $801M |
BRK-B |
DG |
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| 15 | Christopher Davis - Davis Advisors [#107] Portfolio: $19.15B |
COF |
META |
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| 16 | Chuck Akre - Akre Capital Management [#19] Portfolio: $10.03B |
MA |
BN |
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| 17 | Clifford Sosin - CAS Investment Partners [#5] Portfolio: $2.24B |
CVNA |
HGV |
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| 18 | Daniel Loeb - Third Point [#41] Portfolio: $8.30B |
PCG |
AMZN |
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| 19 | David Abrams - Abrams Capital Management [#13] Portfolio: $6.17B |
LOAR |
LAD |
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| 20 | David Einhorn - Greenlight Capital [#37] Portfolio: $2.54B |
GRBK |
FLR |
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| 21 | David Katz - Matrix Asset Advisors [#107] Portfolio: $1.08B |
MSFT |
MAVF |
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| 22 | David Rolfe - Wedgewood Partners [#19] Portfolio: $548M |
TSM |
META |
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| 23 | David Tepper - Appaloosa Management [#45] Portfolio: $7.38B |
BABA |
AMZN |
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| 24 | Dennis Hong - ShawSpring Partners [#11] Portfolio: $673M |
FOUR |
OKTA |
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| 25 | Duan Yongping - H&H International Investment [#11] Portfolio: $14.68B |
AAPL |
BRK-B |
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| 26 | Dodge & Cox [#82] Portfolio: $113.56B |
SCHW |
RTX |
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| 27 | First Eagle Investment Management [#200] Portfolio: $54.85B |
ORCL |
META |
|||
| 28 | FPA Queens Road Small Cap Value Fund [#46] Portfolio: $960M |
FN |
IDCC |
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| 29 | Francis Chou - Chou Associates [#31] Portfolio: $208M |
BRK-A |
GOOG |
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| 30 | Francois Rochon - Giverny Capital [#52] Portfolio: $2.95B |
BRK-B |
META |
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| 31 | Glenn Greenberg - Brave Warrior Advisors [#33] Portfolio: $4.31B |
ELV |
SNX |
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| 32 | Glenn Welling - Engaged Capital [#9] Portfolio: $408M |
VFC |
YETI |
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| 33 | Greenhaven Associates [#27] Portfolio: $6.58B |
GM |
LEN |
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| 34 | Greg Alexander - Conifer Management [#5] Portfolio: $631M |
GPI |
EQH |
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| 35 | Guy Spier - Aquamarine Capital [#14] Portfolio: $317M |
BRK-B |
AXP |
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| 36 | Harry Burn - Sound Shore [#38] Portfolio: $3.03B |
TEVA |
C |
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| 37 | Hillman Value Fund [#38] Portfolio: $101M |
GSK |
PFE |
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| 38 | Howard Marks - Oaktree Capital Management [#56] Portfolio: $4.74B |
TRMD |
EXE |
|||
| 39 | Jensen Investment Management [#87] Portfolio: $8.06B |
MSFT |
AAPL |
|||
| 40 | John Armitage - Egerton Capital [#24] Portfolio: $9.48B |
MSFT |
AMZN |
|||
| 41 | John Rogers - Ariel Appreciation Fund [#41] Portfolio: $884M |
GNRC |
SPHR |
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| 42 | Josh Tarasoff - Greenlea Lane Capital [#8] Portfolio: $343M |
AMZN |
BN |
|||
| 43 | Kahn Brothers Group [#53] Portfolio: $532M |
C |
BAYRY |
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| 44 | Lee Ainslie - Maverick Capital [#200] Portfolio: $7.47B |
AMZN |
MSFT |
|||
| 45 | Leon Cooperman [#41] Portfolio: $3.20B |
COOP-OLD | VRT |
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| 46 | Li Lu - Himalaya Capital Management [#9] Portfolio: $3.23B |
GOOGL |
PDD |
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| 47 | Lindsell Train [#28] Portfolio: $4.08B |
TKO |
GOOGL |
|||
| 48 | Mairs & Power Growth Fund [#44] Portfolio: $5.67B |
MSFT |
NVDA |
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| 49 | Mason Hawkins - Longleaf Partners [#19] Portfolio: $960M |
CNX |
MAT |
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| 50 | Meridian Contrarian Fund [#65] Portfolio: $547M |
FCNCA |
PENG |
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| 51 | Michael Burry - Scion Asset Management [#3] Portfolio: $55M |
MOH |
LULU |
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| 52 | Mohnish Pabrai - Pabrai Investments [#5] Portfolio: $337M |
HCC |
AMR |
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| 53 | Nelson Peltz - Trian Fund Management [#7] Portfolio: $4.11B |
JHG |
GE |
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| 54 | Norbert Lou - Punch Card Management [#6] Portfolio: $322M |
BRK-A |
SGOV |
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| 55 | Pat Dorsey - Dorsey Asset Management [#9] Portfolio: $1.11B |
DHR |
ASML |
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| 56 | Polen Capital Management [#200] Portfolio: $30.80B |
ORCL |
MSFT |
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| 57 | Prem Watsa - Fairfax Financial Holdings [#29] Portfolio: $2.06B |
ORLA |
OXY |
|||
| 58 | Richard Pzena - Hancock Classic Value [#33] Portfolio: $591M |
CVS |
HUM |
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| 59 | Robert Olstein - Olstein Capital Management [#103] Portfolio: $530M |
DIS |
VNT |
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| 60 | Robert Vinall - RV Capital GmbH [#13] Portfolio: $546M |
CVNA |
META |
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| 61 | Ruane Cunniff - Sequoia Fund [#25] Portfolio: $3.69B |
RYCEF |
FWONK |
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| 62 | Samantha McLemore - Patient Capital Management [#41] Portfolio: $2.50B |
GOOGL |
C |
|||
| 63 | Sarah Ketterer - Causeway Capital Management [#104] Portfolio: $7.55B |
CP |
CCL |
|||
| 64 | Seth Klarman - Baupost Group [#20] Portfolio: $4.76B |
QSR |
GOOG |
|||
| 65 | Stephen Mandel - Lone Pine Capital [#25] Portfolio: $13.74B |
META |
VST |
|||
| 66 | Steven Romick - FPA Crescent Fund [#55] Portfolio: $6.28B |
GOOGL |
META |
|||
| 67 | Terry Smith - Fundsmith [#35] Portfolio: $19.80B |
SYK |
IDXX |
|||
| 68 | Third Avenue Management [#50] Portfolio: $533M |
TDW |
HCC |
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| 69 | Thomas Gayner - Markel Group [#129] Portfolio: $12.32B |
BRK-A |
BRK-B |
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| 70 | Thomas Russo - Gardner Russo & Quinn [#85] Portfolio: $9.33B |
BRK-A |
GOOG |
|||
| 71 | Tom Bancroft - Makaira Partners [#12] Portfolio: $195M |
CHTR |
BBWI |
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| 72 | Torray Funds [#98] Portfolio: $713M |
AVGO |
PSX |
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| 73 | Triple Frond Partners [#11] Portfolio: $918M |
MSFT |
GOOG |
|||
| 74 | Tweedy Browne Co. - Tweedy Browne Value Fund [#83] Portfolio: $423M |
SAFRF |
RHHVF |
|||
| 75 | Valley Forge Capital Management [#9] Portfolio: $4.16B |
FICO |
SPGI |
|||
| 76 | ValueAct Capital [#16] Portfolio: $5.93B |
AMZN |
CRM |
|||
| 77 | Viking Global Investors [#78] Portfolio: $38.50B |
PNC |
JPM |
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| 78 | Wallace Weitz - Weitz Large Cap Equity Fund [#27] Portfolio: $816M |
DHR |
MSFT |
|||
| 79 | Warren Buffett - Berkshire Hathaway [#41] Portfolio: $267.33B |
AAPL |
AXP |
|||
| 80 | William Von Mueffling - Cantillon Capital Management [#38] Portfolio: $18.16B |
AVGO |
GOOGL |
|||
| 81 | Yacktman Asset Management [#70] Portfolio: $7.26B |
CNQ |
MSFT |
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| courtesy dataroma.com | ||||||