Catalog - si2va
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| NumbookHSP [Q1 2025] Superinvestor Portfolios [Top 2 Holdings - #106] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#26] Portfolio: $7.71B |
ALC |
V |
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| 2 | Alex Roepers - Atlantic Investment Management [#9] Portfolio: $179M |
APTV |
WFRD |
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| 3 | AltaRock Partners [#9] Portfolio: $4.97B |
TDG |
AMZN |
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| 4 | Bill & Melinda Gates Foundation Trust [#25] Portfolio: $41.81B |
MSFT |
BRK-B |
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| 5 | Bill Ackman - Pershing Square Capital Management [#11] Portfolio: $11.93B |
UBER |
BN |
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| 6 | Bill Miller - Miller Value Partners [#34] Portfolio: $219M |
LNC |
NBR |
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| 7 | Bill Nygren - Oakmark Select Fund [#22] Portfolio: $6.61B |
IQV |
GOOGL |
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| 8 | Bruce Berkowitz - Fairholme Capital [#12] Portfolio: $1.22B |
JOE |
EPD |
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| 9 | Bryan Lawrence - Oakcliff Capital [#10] Portfolio: $190M |
IBKR |
TDG |
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| 10 | Carl Icahn - Icahn Capital Management [#14] Portfolio: $7.49B |
IEP |
CVI |
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| 11 | Charles Bobrinskoy - Ariel Focus Fund [#26] Portfolio: $61M |
SNA |
SJM |
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| 12 | Chase Coleman - Tiger Global Management [#45] Portfolio: $26.59B |
META |
MSFT |
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| 13 | Chris Hohn - TCI Fund Management [#10] Portfolio: $43.37B |
GE |
MSFT |
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| 14 | Christopher Bloomstran - Semper Augustus [#36] Portfolio: $620M |
BRK-B |
BRK-A |
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| 15 | Christopher Davis - Davis Advisors [#104] Portfolio: $17.35B |
COF |
META |
|||
| 16 | Chuck Akre - Akre Capital Management [#18] Portfolio: $10.40B |
MA |
ORLY |
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| 17 | Clifford Sosin - CAS Investment Partners [#4] Portfolio: $1.54B |
CVNA |
HGV |
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| 18 | Daniel Loeb - Third Point [#41] Portfolio: $6.28B |
PCG |
AMZN |
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| 19 | David Abrams - Abrams Capital Management [#13] Portfolio: $5.64B |
LOAR |
LAD |
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| 20 | David Einhorn - Greenlight Capital [#33] Portfolio: $1.97B |
GRBK |
CNR |
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| 21 | David Katz - Matrix Asset Advisors [#105] Portfolio: $906M |
MSFT |
MAVF |
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| 22 | David Rolfe - Wedgewood Partners [#20] Portfolio: $496M |
TSM |
META |
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| 23 | David Tepper - Appaloosa Management [#35] Portfolio: $5.57B |
BABA |
PDD |
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| 24 | Dennis Hong - ShawSpring Partners [#10] Portfolio: $728M |
INTU |
NCNO |
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| 25 | Duan Yongping - H&H International Investment [#11] Portfolio: $12.00B |
AAPL |
BRK-B |
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| 26 | Dodge & Cox [#79] Portfolio: $112.49B |
SCHW |
FI |
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| 27 | First Eagle Investment Management [#200] Portfolio: $47.34B |
META |
ORCL |
|||
| 28 | FPA Queens Road Small Cap Value Fund [#49] Portfolio: $732M |
IDCC |
SFBS |
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| 29 | Francis Chou - Chou Associates [#32] Portfolio: $182M |
BRK-A |
SIRI |
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| 30 | Francois Rochon - Giverny Capital [#54] Portfolio: $2.71B |
BRK-B |
META |
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| 31 | Glenn Greenberg - Brave Warrior Advisors [#35] Portfolio: $4.37B |
ELV |
SNX |
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| 32 | Glenn Welling - Engaged Capital [#9] Portfolio: $392M |
VFC |
PTLO |
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| 33 | Greenhaven Associates [#26] Portfolio: $6.29B |
C |
GM |
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| 34 | Greg Alexander - Conifer Management [#5] Portfolio: $660M |
EQH |
GPI |
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| 35 | Guy Spier - Aquamarine Capital [#14] Portfolio: $294M |
BRK-B |
AXP |
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| 36 | Harry Burn - Sound Shore [#37] Portfolio: $2.85B |
CTRA |
COF |
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| 37 | Hillman Value Fund [#36] Portfolio: $146M |
WBD |
DIS |
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| 38 | Howard Marks - Oaktree Capital Management [#53] Portfolio: $4.04B |
TRMD |
EXE |
|||
| 39 | Jensen Investment Management [#84] Portfolio: $9.04B |
MSFT |
MMC |
|||
| 40 | John Armitage - Egerton Capital [#27] Portfolio: $8.67B |
AMZN |
PGR |
|||
| 41 | John Rogers - Ariel Appreciation Fund [#42] Portfolio: $831M |
MAT |
NTRS |
|||
| 42 | Josh Tarasoff - Greenlea Lane Capital [#8] Portfolio: $289M |
AMZN |
BRK-A |
|||
| 43 | Kahn Brothers Group [#55] Portfolio: $494M |
C |
FLG |
|||
| 44 | Lee Ainslie - Maverick Capital [#200] Portfolio: $5.55B |
AMZN |
NVDA |
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| 45 | Leon Cooperman [#41] Portfolio: $2.52B |
COOP |
ET |
|||
| 46 | Li Lu - Himalaya Capital Management [#8] Portfolio: $2.21B |
BAC |
BRK-B |
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| 47 | Lindsell Train [#29] Portfolio: $3.61B |
TKO |
INTU |
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| 48 | Mairs & Power Growth Fund [#47] Portfolio: $5.10B |
MSFT |
NVDA |
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| 49 | Mason Hawkins - Longleaf Partners [#17] Portfolio: $927M |
ACI |
IAC |
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| 50 | Meridian Contrarian Fund [#64] Portfolio: $459M |
AXS |
FCNCA |
|||
| 51 | Michael Burry - Scion Asset Management [#1] Portfolio: $13M |
EL |
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| 52 | Mohnish Pabrai - Pabrai Investments [#4] Portfolio: $235M |
HCC |
VAL |
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| 53 | Nelson Peltz - Trian Fund Management [#10] Portfolio: $3.74B |
JHG |
GE |
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| 54 | Norbert Lou - Punch Card Management [#4] Portfolio: $217M |
BRK-A |
SGOV |
|||
| 55 | Pat Dorsey - Dorsey Asset Management [#11] Portfolio: $944M |
AZO |
META |
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| 56 | Polen Capital Management [#117] Portfolio: $31.85B |
AMZN |
MSFT |
|||
| 57 | Prem Watsa - Fairfax Financial Holdings [#29] Portfolio: $1.84B |
ORLA |
OXY |
|||
| 58 | Richard Pzena - Hancock Classic Value [#33] Portfolio: $687M |
BAX |
CVS |
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| 59 | Robert Olstein - Olstein Capital Management [#98] Portfolio: $543M |
DIS |
LKQ |
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| 60 | Robert Vinall - RV Capital GmbH [#11] Portfolio: $453M |
CVNA |
META |
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| 61 | Ruane Cunniff - Sequoia Fund [#24] Portfolio: $3.30B |
RYCEF |
CNSWF |
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| 62 | Samantha McLemore - Patient Capital Management [#39] Portfolio: $1.94B |
AMZN |
C |
|||
| 63 | Sarah Ketterer - Causeway Capital Management [#88] Portfolio: $4.77B |
CP |
CCL |
|||
| 64 | Seth Klarman - Baupost Group [#22] Portfolio: $3.48B |
WTW |
GOOG |
|||
| 65 | Stephen Mandel - Lone Pine Capital [#22] Portfolio: $11.41B |
META |
INTU |
|||
| 66 | Steven Romick - FPA Crescent Fund [#52] Portfolio: $5.72B |
META |
ADI |
|||
| 67 | Terry Smith - Fundsmith [#38] Portfolio: $21.97B |
META |
MSFT |
|||
| 68 | Third Avenue Management [#61] Portfolio: $499M |
TDW |
DB |
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| 69 | Thomas Gayner - Markel Group [#135] Portfolio: $11.26B |
BRK-A |
BRK-B |
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| 70 | Thomas Russo - Gardner Russo & Quinn [#86] Portfolio: $8.92B |
BRK-A |
MA |
|||
| 71 | Tom Bancroft - Makaira Partners [#13] Portfolio: $298M |
CHTR |
BBWI |
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| 72 | Torray Funds [#101] Portfolio: $671M |
RPRX |
FI |
|||
| 73 | Triple Frond Partners [#10] Portfolio: $740M |
MSFT |
TDG |
|||
| 74 | Tweedy Browne Co. - Tweedy Browne Value Fund [#84] Portfolio: $394M |
BRK-A |
WFC |
|||
| 75 | Valley Forge Capital Management [#9] Portfolio: $4.39B |
FICO |
SPGI |
|||
| 76 | ValueAct Capital [#14] Portfolio: $4.58B |
CRM |
DIS |
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| 77 | Viking Global Investors [#91] Portfolio: $31.48B |
USB |
SCHW |
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| 78 | Wallace Weitz - Weitz Large Cap Equity Fund [#27] Portfolio: $844M |
DHR |
V |
|||
| 79 | Warren Buffett - Berkshire Hathaway [#36] Portfolio: $258.70B |
AAPL |
AXP |
|||
| 80 | William Von Mueffling - Cantillon Capital Management [#37] Portfolio: $15.44B |
AVGO |
SPGI |
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| 81 | Yacktman Asset Management [#70] Portfolio: $7.61B |
CNQ |
MSFT |
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| courtesy dataroma.com | ||||||