Catalog - si2vb
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| NumbookHSP [Q2 2025] Superinvestor Portfolios [Top 1 Holdings - #58] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#25] Portfolio: $7.92B |
FLUT |
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| 2 | Alex Roepers - Atlantic Investment Management [#11] Portfolio: $196M |
GTLS |
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| 3 | AltaRock Partners [#9] Portfolio: $5.48B |
TDG |
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| 4 | Bill & Melinda Gates Foundation Trust [#25] Portfolio: $47.78B |
MSFT |
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| 5 | Bill Ackman - Pershing Square Capital Management [#11] Portfolio: $13.73B |
UBER |
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| 6 | Bill Miller - Miller Value Partners [#33] Portfolio: $236M |
LNC |
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| 7 | Bill Nygren - Oakmark Select Fund [#25] Portfolio: $6.95B |
FCNCA |
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| 8 | Bruce Berkowitz - Fairholme Capital [#12] Portfolio: $1.23B |
JOE |
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| 9 | Bryan Lawrence - Oakcliff Capital [#8] Portfolio: $200M |
IBKR |
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| 10 | Carl Icahn - Icahn Capital Management [#12] Portfolio: $7.89B |
IEP |
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| 11 | Charles Bobrinskoy - Ariel Focus Fund [#27] Portfolio: $64M |
BOKF |
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| 12 | Chase Coleman - Tiger Global Management [#50] Portfolio: $34.08B |
META |
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| 13 | Chris Hohn - TCI Fund Management [#10] Portfolio: $50.71B |
GE |
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| 14 | Christopher Bloomstran - Semper Augustus [#37] Portfolio: $711M |
BRK-B |
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| 15 | Christopher Davis - Davis Advisors [#107] Portfolio: $18.70B |
COF |
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| 16 | Chuck Akre - Akre Capital Management [#19] Portfolio: $10.21B |
MA |
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| 17 | Clifford Sosin - CAS Investment Partners [#4] Portfolio: $2.05B |
CVNA |
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| 18 | Daniel Loeb - Third Point [#48] Portfolio: $7.54B |
PCG |
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| 19 | David Abrams - Abrams Capital Management [#13] Portfolio: $6.11B |
LOAR |
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| 20 | David Einhorn - Greenlight Capital [#34] Portfolio: $2.33B |
GRBK |
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| 21 | David Katz - Matrix Asset Advisors [#108] Portfolio: $988M |
MSFT |
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| 22 | David Rolfe - Wedgewood Partners [#19] Portfolio: $515M |
META |
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| 23 | David Tepper - Appaloosa Management [#38] Portfolio: $6.45B |
BABA |
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| 24 | Dennis Hong - ShawSpring Partners [#10] Portfolio: $792M |
INTU |
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| 25 | Duan Yongping - H&H International Investment [#10] Portfolio: $11.53B |
AAPL |
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| 26 | Dodge & Cox [#78] Portfolio: $109.56B |
SCHW |
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| 27 | First Eagle Investment Management [#200] Portfolio: $49.90B |
META |
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| 28 | FPA Queens Road Small Cap Value Fund [#51] Portfolio: $870M |
FN |
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| 29 | Francis Chou - Chou Associates [#31] Portfolio: $183M |
BRK-A |
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| 30 | Francois Rochon - Giverny Capital [#55] Portfolio: $2.92B |
BRK-B |
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| 31 | Glenn Greenberg - Brave Warrior Advisors [#35] Portfolio: $4.36B |
SNX |
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| 32 | Glenn Welling - Engaged Capital [#7] Portfolio: $358M |
YETI |
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| 33 | Greenhaven Associates [#25] Portfolio: $6.72B |
C |
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| 34 | Greg Alexander - Conifer Management [#6] Portfolio: $768M |
EQH |
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| 35 | Guy Spier - Aquamarine Capital [#14] Portfolio: $310M |
BRK-B |
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| 36 | Harry Burn - Sound Shore [#36] Portfolio: $2.93B |
C |
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| 37 | Hillman Value Fund [#38] Portfolio: $115M |
NKE |
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| 38 | Howard Marks - Oaktree Capital Management [#52] Portfolio: $3.95B |
TRMD |
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| 39 | Jensen Investment Management [#83] Portfolio: $8.53B |
MSFT |
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| 40 | John Armitage - Egerton Capital [#25] Portfolio: $9.75B |
MSFT |
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| 41 | John Rogers - Ariel Appreciation Fund [#42] Portfolio: $840M |
GNRC |
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| 42 | Josh Tarasoff - Greenlea Lane Capital [#8] Portfolio: $355M |
AMZN |
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| 43 | Kahn Brothers Group [#50] Portfolio: $498M |
C |
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| 44 | Lee Ainslie - Maverick Capital [#200] Portfolio: $6.51B |
NVDA |
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| 45 | Leon Cooperman [#40] Portfolio: $2.85B |
COOP |
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| 46 | Li Lu - Himalaya Capital Management [#9] Portfolio: $2.69B |
BAC |
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| 47 | Lindsell Train [#29] Portfolio: $4.24B |
TKO |
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| 48 | Mairs & Power Growth Fund [#44] Portfolio: $5.37B |
MSFT |
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| 49 | Mason Hawkins - Longleaf Partners [#19] Portfolio: $967M |
IAC |
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| 50 | Meridian Contrarian Fund [#64] Portfolio: $528M |
BWXT |
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| 51 | Michael Burry - Scion Asset Management [#6] Portfolio: $56M |
EL |
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| 52 | Mohnish Pabrai - Pabrai Investments [#5] Portfolio: $272M |
HCC |
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| 53 | Nelson Peltz - Trian Fund Management [#10] Portfolio: $3.79B |
JHG |
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| 54 | Norbert Lou - Punch Card Management [#6] Portfolio: $310M |
BRK-A |
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| 55 | Pat Dorsey - Dorsey Asset Management [#10] Portfolio: $1.12B |
DHR |
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| 56 | Polen Capital Management [#200] Portfolio: $32.59B |
AMZN |
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| 57 | Prem Watsa - Fairfax Financial Holdings [#28] Portfolio: $1.87B |
ORLA |
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| 58 | Richard Pzena - Hancock Classic Value [#33] Portfolio: $607M |
CVS |
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| 59 | Robert Olstein - Olstein Capital Management [#101] Portfolio: $533M |
DIS |
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| 60 | Robert Vinall - RV Capital GmbH [#12] Portfolio: $540M |
CVNA |
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| 61 | Ruane Cunniff - Sequoia Fund [#24] Portfolio: $3.77B |
RYCEF |
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| 62 | Samantha McLemore - Patient Capital Management [#40] Portfolio: $2.22B |
QXO |
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| 63 | Sarah Ketterer - Causeway Capital Management [#98] Portfolio: $6.31B |
CP |
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| 64 | Seth Klarman - Baupost Group [#22] Portfolio: $4.11B |
GOOG |
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| 65 | Stephen Mandel - Lone Pine Capital [#22] Portfolio: $13.81B |
VST |
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| 66 | Steven Romick - FPA Crescent Fund [#53] Portfolio: $6.35B |
META |
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| 67 | Terry Smith - Fundsmith [#39] Portfolio: $23.02B |
META |
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| 68 | Third Avenue Management [#52] Portfolio: $485M |
TDW |
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| 69 | Thomas Gayner - Markel Group [#137] Portfolio: $11.83B |
BRK-A |
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| 70 | Thomas Russo - Gardner Russo & Quinn [#85] Portfolio: $9.41B |
BRK-A |
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| 71 | Tom Bancroft - Makaira Partners [#13] Portfolio: $329M |
CHTR |
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| 72 | Torray Funds [#99] Portfolio: $689M |
AVGO |
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| 73 | Triple Frond Partners [#10] Portfolio: $571M |
MSFT |
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| 74 | Tweedy Browne Co. - Tweedy Browne Value Fund [#83] Portfolio: $409M |
WFC |
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| 75 | Valley Forge Capital Management [#9] Portfolio: $4.53B |
FICO |
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| 76 | ValueAct Capital [#18] Portfolio: $5.60B |
AMZN |
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| 77 | Viking Global Investors [#83] Portfolio: $34.59B |
BAC |
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| 78 | Wallace Weitz - Weitz Large Cap Equity Fund [#26] Portfolio: $829M |
DHR |
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| 79 | Warren Buffett - Berkshire Hathaway [#41] Portfolio: $257.52B |
AAPL |
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| 80 | William Von Mueffling - Cantillon Capital Management [#38] Portfolio: $17.30B |
AVGO |
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| 81 | Yacktman Asset Management [#70] Portfolio: $7.44B |
CNQ |
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| courtesy dataroma.com | ||||||