Catalog - si5va
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| NumbookHSP [Q3 2025] Superinvestor Portfolios [Top 5 Holdings - #248] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | AKO Capital [#23] Portfolio: $7.03B |
FLUT |
ALC |
MSFT |
V |
INTU |
| 2 | Alex Roepers - Atlantic Investment Management [#11] Portfolio: $174M |
GTLS |
APTV |
WFRD |
AXTA |
OSK |
| 3 | AltaRock Partners [#9] Portfolio: $5.47B |
AMZN |
MSFT |
TDG |
MCO |
MA |
| 4 | Bill & Melinda Gates Foundation Trust [#23] Portfolio: $36.58B |
BRK-B |
WM |
CNI |
MSFT |
CAT |
| 5 | Bill Ackman - Pershing Square Capital Management [#11] Portfolio: $14.64B |
UBER |
BN |
HHH |
GOOG |
QSR |
| 6 | Bill Miller - Miller Value Partners [#36] Portfolio: $272M |
NBR |
LNC |
GTN |
QUAD |
BFH |
| 7 | Bill Nygren - Oakmark Select Fund [#26] Portfolio: $7.19B |
IQV |
WBD |
PSX |
FCNCA |
LAD |
| 8 | Bruce Berkowitz - Fairholme Capital [#12] Portfolio: $1.24B |
JOE |
EPD |
OZK |
BRK-B |
WRB |
| 9 | Bryan Lawrence - Oakcliff Capital [#8] Portfolio: $232M |
IBKR |
GIL |
TDG |
GOOG |
NRP |
| 10 | Carl Icahn - Icahn Capital Management [#13] Portfolio: $9.14B |
IEP |
CVI |
SWX |
UAN |
SATS |
| 11 | Charles Bobrinskoy - Ariel Focus Fund [#27] Portfolio: $75M |
JNJ |
REZI |
BOKF |
AMG |
PHIN |
| 12 | Chase Coleman - Tiger Global Management [#56] Portfolio: $32.36B |
MSFT |
SE |
GOOGL |
AMZN |
NVDA |
| 13 | Chris Hohn - TCI Fund Management [#9] Portfolio: $52.70B |
GE |
V |
MSFT |
MCO |
SPGI |
| 14 | Christopher Bloomstran - Semper Augustus [#38] Portfolio: $801M |
BRK-B |
DG |
BRK-A |
KGC |
NEM |
| 15 | Christopher Davis - Davis Advisors [#107] Portfolio: $19.15B |
COF |
META |
AMAT |
USB |
CVS |
| 16 | Chuck Akre - Akre Capital Management [#19] Portfolio: $10.03B |
MA |
BN |
KKR |
V |
MCO |
| 17 | Clifford Sosin - CAS Investment Partners [#5] Portfolio: $2.24B |
CVNA |
HGV |
COF |
CDLX |
SWIM |
| 18 | Daniel Loeb - Third Point [#41] Portfolio: $8.30B |
PCG |
AMZN |
MSFT |
NVDA |
NSC |
| 19 | David Abrams - Abrams Capital Management [#13] Portfolio: $6.17B |
LOAR |
LAD |
ABG |
GOOGL |
SGI |
| 20 | David Einhorn - Greenlight Capital [#37] Portfolio: $2.54B |
GRBK |
FLR |
CNR |
BHF |
KD |
| 21 | David Katz - Matrix Asset Advisors [#107] Portfolio: $1.08B |
MSFT |
MAVF |
JPM |
MS |
GOOG |
| 22 | David Rolfe - Wedgewood Partners [#19] Portfolio: $548M |
TSM |
META |
GOOGL |
AAPL |
MSFT |
| 23 | David Tepper - Appaloosa Management [#45] Portfolio: $7.38B |
BABA |
AMZN |
WHR |
NVDA |
GOOG |
| 24 | Dennis Hong - ShawSpring Partners [#11] Portfolio: $673M |
FOUR |
OKTA |
PCOR |
INTU |
CSGP |
| 25 | Duan Yongping - H&H International Investment [#11] Portfolio: $14.68B |
AAPL |
BRK-B |
PDD |
OXY |
BABA |
| 26 | Dodge & Cox [#82] Portfolio: $113.56B |
SCHW |
RTX |
CVS |
FISV |
MET |
| 27 | First Eagle Investment Management [#200] Portfolio: $54.85B |
ORCL |
META |
WPM |
BDX |
TSM |
| 28 | FPA Queens Road Small Cap Value Fund [#46] Portfolio: $960M |
FN |
IDCC |
SNX |
RLI |
UGI |
| 29 | Francis Chou - Chou Associates [#31] Portfolio: $208M |
BRK-A |
GOOG |
SIRI |
SYF |
OXY |
| 30 | Francois Rochon - Giverny Capital [#52] Portfolio: $2.95B |
BRK-B |
META |
HEI-A |
AME |
GOOG |
| 31 | Glenn Greenberg - Brave Warrior Advisors [#33] Portfolio: $4.31B |
ELV |
SNX |
OMF |
SLM |
AN |
| 32 | Glenn Welling - Engaged Capital [#9] Portfolio: $408M |
VFC |
YETI |
GXO |
EVH |
CGNX |
| 33 | Greenhaven Associates [#27] Portfolio: $6.58B |
GM |
LEN |
TOL |
PHM |
DHI |
| 34 | Greg Alexander - Conifer Management [#5] Portfolio: $631M |
GPI |
EQH |
LAD |
RMNI |
SDHC |
| 35 | Guy Spier - Aquamarine Capital [#14] Portfolio: $317M |
BRK-B |
AXP |
BAC |
MA |
RACE |
| 36 | Harry Burn - Sound Shore [#38] Portfolio: $3.03B |
TEVA |
C |
CTRA |
BAC |
COF |
| 37 | Hillman Value Fund [#38] Portfolio: $101M |
GSK |
PFE |
BAX |
EL |
VZ |
| 38 | Howard Marks - Oaktree Capital Management [#56] Portfolio: $4.74B |
TRMD |
EXE |
GTX |
AU |
VNOM |
| 39 | Jensen Investment Management [#87] Portfolio: $8.06B |
MSFT |
AAPL |
MMC |
SYK |
GOOGL |
| 40 | John Armitage - Egerton Capital [#24] Portfolio: $9.48B |
MSFT |
AMZN |
V |
PGR |
FERG |
| 41 | John Rogers - Ariel Appreciation Fund [#41] Portfolio: $884M |
GNRC |
SPHR |
MSGE |
NCLH |
CRL |
| 42 | Josh Tarasoff - Greenlea Lane Capital [#8] Portfolio: $343M |
AMZN |
BN |
BRK-A |
MKL |
TSLA |
| 43 | Kahn Brothers Group [#53] Portfolio: $532M |
C |
BAYRY |
FLG |
DIS |
OGN |
| 44 | Lee Ainslie - Maverick Capital [#200] Portfolio: $7.47B |
AMZN |
MSFT |
NVDA |
NU |
TSM |
| 45 | Leon Cooperman [#41] Portfolio: $3.20B |
COOP-OLD | VRT |
ET |
MP |
MIR |
| 46 | Li Lu - Himalaya Capital Management [#9] Portfolio: $3.23B |
GOOGL |
PDD |
GOOG |
BAC |
BRK-B |
| 47 | Lindsell Train [#28] Portfolio: $4.08B |
TKO |
GOOGL |
DIS |
INTU |
TMO |
| 48 | Mairs & Power Growth Fund [#44] Portfolio: $5.67B |
MSFT |
NVDA |
AMZN |
JPM |
UNH |
| 49 | Mason Hawkins - Longleaf Partners [#19] Portfolio: $960M |
CNX |
MAT |
KHC |
IAC |
EXXRF |
| 50 | Meridian Contrarian Fund [#65] Portfolio: $547M |
FCNCA |
PENG |
TCBI |
AXS |
EVRG |
| 51 | Michael Burry - Scion Asset Management [#3] Portfolio: $55M |
MOH |
LULU |
SLM |
||
| 52 | Mohnish Pabrai - Pabrai Investments [#5] Portfolio: $337M |
HCC |
AMR |
RIG |
VAL |
NE |
| 53 | Nelson Peltz - Trian Fund Management [#7] Portfolio: $4.11B |
JHG |
GE |
SOLV |
IVZ |
WEN |
| 54 | Norbert Lou - Punch Card Management [#6] Portfolio: $322M |
BRK-A |
SGOV |
PDD |
CROX |
PYPL |
| 55 | Pat Dorsey - Dorsey Asset Management [#9] Portfolio: $1.11B |
DHR |
ASML |
AER |
META |
AZO |
| 56 | Polen Capital Management [#200] Portfolio: $30.80B |
ORCL |
MSFT |
AMZN |
SHOP |
MA |
| 57 | Prem Watsa - Fairfax Financial Holdings [#29] Portfolio: $2.06B |
ORLA |
OXY |
CVS |
CLF |
BB |
| 58 | Richard Pzena - Hancock Classic Value [#33] Portfolio: $591M |
CVS |
HUM |
C |
BAX |
FMS |
| 59 | Robert Olstein - Olstein Capital Management [#103] Portfolio: $530M |
DIS |
VNT |
ST |
AVTR |
BDX |
| 60 | Robert Vinall - RV Capital GmbH [#13] Portfolio: $546M |
CVNA |
META |
CACC |
WIX |
IBKR |
| 61 | Ruane Cunniff - Sequoia Fund [#25] Portfolio: $3.69B |
RYCEF |
FWONK |
GOOGL |
UMGNF |
CNSWF |
| 62 | Samantha McLemore - Patient Capital Management [#41] Portfolio: $2.50B |
GOOGL |
C |
UNH |
QXO |
AMZN |
| 63 | Sarah Ketterer - Causeway Capital Management [#104] Portfolio: $7.55B |
CP |
CCL |
DB |
B |
EFA |
| 64 | Seth Klarman - Baupost Group [#20] Portfolio: $4.76B |
QSR |
GOOG |
ELV |
CRH |
WTW |
| 65 | Stephen Mandel - Lone Pine Capital [#25] Portfolio: $13.74B |
META |
VST |
TSM |
APP |
LPLA |
| 66 | Steven Romick - FPA Crescent Fund [#55] Portfolio: $6.28B |
GOOGL |
META |
ADI |
TEL |
C |
| 67 | Terry Smith - Fundsmith [#35] Portfolio: $19.80B |
SYK |
IDXX |
GOOGL |
MSFT |
V |
| 68 | Third Avenue Management [#50] Portfolio: $533M |
TDW |
HCC |
VAL |
BN |
FPH |
| 69 | Thomas Gayner - Markel Group [#129] Portfolio: $12.32B |
BRK-A |
BRK-B |
GOOG |
BN |
AMZN |
| 70 | Thomas Russo - Gardner Russo & Quinn [#85] Portfolio: $9.33B |
BRK-A |
GOOG |
MA |
PM |
CFRHF |
| 71 | Tom Bancroft - Makaira Partners [#12] Portfolio: $195M |
CHTR |
BBWI |
LAMR |
FLUT |
DPZ |
| 72 | Torray Funds [#98] Portfolio: $713M |
AVGO |
PSX |
RPRX |
ABBV |
HD |
| 73 | Triple Frond Partners [#11] Portfolio: $918M |
MSFT |
GOOG |
AMZN |
ASML |
TDG |
| 74 | Tweedy Browne Co. - Tweedy Browne Value Fund [#83] Portfolio: $423M |
SAFRF |
RHHVF |
TTE |
WFC |
IONS |
| 75 | Valley Forge Capital Management [#9] Portfolio: $4.16B |
FICO |
SPGI |
MA |
MCO |
V |
| 76 | ValueAct Capital [#16] Portfolio: $5.93B |
AMZN |
CRM |
RBLX |
META |
V |
| 77 | Viking Global Investors [#78] Portfolio: $38.50B |
PNC |
JPM |
SCHW |
COF |
MSFT |
| 78 | Wallace Weitz - Weitz Large Cap Equity Fund [#27] Portfolio: $816M |
DHR |
MSFT |
TMO |
GOOG |
META |
| 79 | Warren Buffett - Berkshire Hathaway [#41] Portfolio: $267.33B |
AAPL |
AXP |
BAC |
KO |
CVX |
| 80 | William Von Mueffling - Cantillon Capital Management [#38] Portfolio: $18.16B |
AVGO |
GOOGL |
IBKR |
SPGI |
TSM |
| 81 | Yacktman Asset Management [#70] Portfolio: $7.26B |
CNQ |
MSFT |
SCHW |
FOX |
PG |
| courtesy dataroma.com | ||||||