Catalog - si5va
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| NumbookHSP [Q1 2026] Superinvestor Portfolios [Top 5 Holdings - #237] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#27] Portfolio: $5.11B |
ALC |
AMZN |
V |
ADI |
RACE |
| 2 | Alex Roepers - Atlantic Investment Management [#12] Portfolio: $172M |
KEX |
DCH |
APTV |
OSK |
WFRD |
| 3 | AltaRock Partners [#8] Portfolio: $4.13B |
AMZN |
TDG |
MSFT |
MCO |
MA |
| 4 | Bill & Melinda Gates Foundation Trust [#22] Portfolio: $31.67B |
BRK-B |
WM |
CNI |
CAT |
DE |
| 5 | Bill Ackman - Pershing Square Capital Management [#11] Portfolio: $13.71B |
BN |
AMZN |
UBER |
MSFT |
QSR |
| 6 | Bill Miller - Miller Value Partners [#55] Portfolio: $383M |
NBR |
CRGY |
GTN |
LNC |
SPY |
| 7 | Bill Nygren - Oakmark Funds [#156] Portfolio: $74.88B |
CRM |
ICE |
KDP |
ABNB |
GOOGL |
| 8 | Bruce Berkowitz - Fairholme Capital [#10] Portfolio: $1.51B |
JOE |
EPD |
OZK |
BRK-B |
WRB |
| 9 | Bryan Lawrence - Oakcliff Capital [#8] Portfolio: $227M |
IBKR |
GIL |
GOOG |
TDG |
GWRE |
| 10 | Carl Icahn - Icahn Capital Management [#12] Portfolio: $8.55B |
IEP |
CVI |
UAN |
CTRI |
IFF |
| 11 | Chase Coleman - Tiger Global Management [#54] Portfolio: $22.85B |
GOOGL |
NVDA |
AMZN |
TSM |
META |
| 12 | Chris Hohn - TCI Fund Management [#10] Portfolio: $45.17B |
GE |
V |
MCO |
SPGI |
CP |
| 13 | Christopher Bloomstran - Semper Augustus [#44] Portfolio: $837M |
BRK-B |
BRK-A |
DG |
DECK |
ALK |
| 14 | Christopher Davis - Davis Advisors [#112] Portfolio: $21.78B |
COF |
CTRA-OLD | USB |
VTRS |
META |
| 15 | Chuck Akre - Akre Capital Management [#19] Portfolio: $6.12B |
MA |
BN |
KKR |
MCO |
V |
| 16 | Clifford Sosin - CAS Investment Partners [#5] Portfolio: $1.75B |
CVNA |
HGV |
COF |
CDLX |
SWIM |
| 17 | Daniel Loeb - Third Point [#33] Portfolio: $2.08B |
AMZN |
TDS |
CRH |
SGI |
CRS |
| 18 | David Abrams - Abrams Capital Management [#11] Portfolio: $4.64B |
LOAR |
LAD |
GOOGL |
SGI |
ABG |
| 19 | David Einhorn - Greenlight Capital [#45] Portfolio: $3.19B |
GRBK |
FLR |
CNR |
BHF |
PCG |
| 20 | David Katz - Matrix Asset Advisors [#105] Portfolio: $1.09B |
MSFT |
MAVF |
GOOG |
PNC |
JPM |
| 21 | David Rolfe - Wedgewood Partners [#22] Portfolio: $484M |
GOOGL |
TSM |
META |
AAPL |
MSI |
| 22 | David Tepper - Appaloosa Management [#31] Portfolio: $5.93B |
AMZN |
MU |
GOOG |
UBER |
TSM |
| 23 | Dennis Hong - ShawSpring Partners [#12] Portfolio: $268M |
OKTA |
AMZN |
BABA |
ZS |
BRZE |
| 24 | Dodge & Cox Funds [#200] Portfolio: $181.82B |
JCI |
SCHW |
RTX |
OXY |
MSFT |
| 25 | Duan Yongping - H&H International Investment [#19] Portfolio: $20.00B |
AAPL |
BRK-B |
NVDA |
PDD |
TSLA |
| 26 | First Eagle Investment Management [#200] Portfolio: $58.89B |
GOOG |
BDX |
WPM |
IMO |
META |
| 27 | First Pacific Advisors [#83] Portfolio: $7.00B |
ADI |
GOOGL |
IFF |
META |
GOOG |
| 28 | Francis Chou - Chou Associates [#30] Portfolio: $208M |
BRK-A |
GOOG |
OXY |
SYF |
AAPL |
| 29 | Francois Rochon - Giverny Capital [#51] Portfolio: $2.73B |
BRK-B |
GOOG |
META |
HEI-A |
SCHW |
| 30 | Glenn Greenberg - Brave Warrior Advisors [#36] Portfolio: $4.04B |
SNX |
OMF |
ICLR |
ELV |
AN |
| 31 | Glenn Welling - Engaged Capital [#8] Portfolio: $303M |
VFC |
YETI |
BL |
GXO |
CGNX |
| 32 | Greenhaven Associates [#27] Portfolio: $6.07B |
GM |
LEN |
TOL |
PHM |
DHI |
| 33 | Greg Alexander - Conifer Management [#6] Portfolio: $524M |
GPI |
EQH |
LAD |
MNDY |
RMNI |
| 34 | Guy Spier - Aquamarine Capital [#7] Portfolio: $135M |
BRK-B |
BRK-A |
MA |
AXP |
MCO |
| 35 | Harry Burn - Sound Shore [#40] Portfolio: $2.98B |
TEVA |
REGN |
MRVL |
BAC |
BRK-B |
| 36 | Henry Ellenbogen - Durable Capital Partners [#37] Portfolio: $9.71B |
RBC |
DASH |
MELI |
APG |
Q |
| 37 | Hillman Capital Management [#56] Portfolio: $144M |
BIIB |
DD |
WBD |
GSK |
IFF |
| 38 | Howard Marks - Oaktree Capital Management [#48] Portfolio: $4.25B |
TRMD |
EXE |
AU |
GTX |
INDV |
| 39 | Jensen Investment Management [#83] Portfolio: $5.07B |
MSFT |
GOOGL |
AAPL |
NVDA |
AMZN |
| 40 | John Armitage - Egerton Capital [#24] Portfolio: $9.01B |
V |
GOOG |
MCO |
LIN |
CRS |
| 41 | John Rogers - Ariel Investments [#106] Portfolio: $8.93B |
MSGE |
OSW |
JLL |
AMG |
SPHR |
| 42 | Josh Tarasoff - Greenlea Lane Capital [#9] Portfolio: $344M |
AMZN |
BN |
BRK-A |
MKL |
SGOV |
| 43 | Kahn Brothers Group [#47] Portfolio: $564M |
C |
BAYRY |
FLG |
DIS |
GOOG |
| 44 | Lee Ainslie - Maverick Capital [#200] Portfolio: $8.60B |
NVDA |
AMZN |
TSM |
ASML |
NU |
| 45 | Leon Cooperman [#41] Portfolio: $3.05B |
VRT |
RKT |
ET |
MIR |
PLGO |
| 46 | Li Lu - Himalaya Capital Management [#14] Portfolio: $3.20B |
GOOGL |
GOOG |
PDD |
BRK-B |
EWBC |
| 47 | Lindsell Train [#27] Portfolio: $3.14B |
TKO |
GOOGL |
INTU |
DIS |
TMO |
| 48 | Mairs & Power Funds [#200] Portfolio: $9.79B |
NVDA |
MSFT |
AMZN |
GOOG |
GGG |
| 49 | Mason Hawkins - Southeastern Asset Management [#49] Portfolio: $2.03B |
RYN |
MAT |
IAC |
CNX |
ACI |
| 50 | [Q3 2025] Michael Burry - Scion Asset Management [#3] Portfolio: $55M |
MOH |
LULU |
SLM |
||
| 51 | Mohnish Pabrai - Pabrai Investments [#3] Portfolio: $423M |
HCC |
RIG |
AMR |
||
| 52 | Nelson Peltz - Trian Fund Management [#8] Portfolio: $3.86B |
JHG |
GE |
SOLV |
FERG |
WEN |
| 53 | Norbert Lou - Punch Card Management [#5] Portfolio: $271M |
BRK-A |
CROX |
SGOV |
PDD |
PYPL |
| 54 | Pat Dorsey - Dorsey Asset Management [#11] Portfolio: $1.26B |
ASML |
AER |
SUNB |
APP |
DHR |
| 55 | Polen Capital Management [#200] Portfolio: $14.46B |
MSFT |
GOOG |
LLY |
AVGO |
AMZN |
| 56 | Prem Watsa - Fairfax Financial Holdings [#29] Portfolio: $1.94B |
ORLA |
UAA |
CVS |
KW |
UA |
| 57 | Richard Pzena - Pzena Investment Management [#156] Portfolio: $30.79B |
MGA |
CTSH |
TSN |
BAX |
BMY |
| 58 | Robert Olstein - Olstein Capital Management [#99] Portfolio: $458M |
DIS |
ST |
AVTR |
LKQ |
OMC |
| 59 | Robert Vinall - RV Capital GmbH [#13] Portfolio: $383M |
CVNA |
META |
CACC |
IBKR |
HTHT |
| 60 | Ruane Cunniff LP [#50] Portfolio: $6.03B |
GOOGL |
FWONK |
SCHW |
ICE |
TSM |
| 61 | Samantha McLemore - Patient Capital Management [#38] Portfolio: $2.68B |
RPRX |
C |
GOOGL |
AMZN |
QXO |
| 62 | Sarah Ketterer - Causeway Capital Management [#106] Portfolio: $8.12B |
AZN |
CCL |
DB |
CP |
SW |
| 63 | Seth Klarman - Baupost Group [#22] Portfolio: $5.12B |
AMZN |
QSR |
WCC |
UNP |
ELV |
| 64 | Stephen Mandel - Lone Pine Capital [#36] Portfolio: $12.54B |
VST |
ASML |
CRS |
LPLA |
APP |
| 65 | Terry Smith - Fundsmith [#34] Portfolio: $12.83B |
MAR |
SYK |
WAT |
V |
GOOGL |
| 66 | Third Avenue Management [#53] Portfolio: $616M |
TDW |
VAL |
BCC |
HCC |
HOG |
| 67 | Thomas Gayner - Markel Group [#129] Portfolio: $11.94B |
BRK-A |
GOOG |
BRK-B |
BN |
DE |
| 68 | Thomas Russo - Gardner Russo & Quinn [#85] Portfolio: $8.50B |
BRK-A |
GOOG |
MA |
PM |
HKHHF |
| 69 | [Q4 2025] Tom Bancroft - Makaira Partners [#11] Portfolio: $128M |
CHTR |
DPZ |
LAMR |
BBWI |
CDW |
| 70 | Torray Funds [#86] Portfolio: $638M |
RPRX |
AVGO |
MSFT |
CVX |
CEG |
| 71 | Triple Frond Partners [#12] Portfolio: $963M |
ASML |
MSFT |
TDG |
GOOG |
AMZN |
| 72 | Tweedy Browne [#93] Portfolio: $1.26B |
CNH |
IONS |
KOF |
BRK-A |
GOOGL |
| 73 | Valley Forge Capital Management [#7] Portfolio: $3.38B |
FICO |
SPGI |
MA |
MCO |
ASML |
| 74 | ValueAct Capital [#18] Portfolio: $5.71B |
V |
AMZN |
CRM |
BLK |
META |
| 75 | Viking Global Investors [#77] Portfolio: $35.75B |
V |
TSM |
SCHW |
DIS |
FTV |
| 76 | Vulcan Value Partners [#33] Portfolio: $3.77B |
EG |
MSFT |
AMZN |
UNH |
RYAN |
| 77 | Wallace Weitz - Weitz Investment Management [#49] Portfolio: $1.43B |
BRK-B |
GOOG |
DHR |
V |
MA |
| 78 | Warren Buffett - Berkshire Hathaway [#29] Portfolio: $263.10B |
AAPL |
AXP |
KO |
BAC |
CVX |
| 79 | William Von Mueffling - Cantillon Capital Management [#38] Portfolio: $15.05B |
AVGO |
GOOGL |
TSM |
IBKR |
SPGI |
| 80 | Yacktman Asset Management [#76] Portfolio: $7.50B |
CNQ |
MSFT |
SCHW |
GOOG |
PEP |
| courtesy dataroma.com | ||||||