Catalog - si5va
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| NumbookHSP [Q2 2026] Superinvestor Portfolios [Top 5 Holdings - #246] |
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| No. | Grouped by Superinvestor | 1 | 2 | 3 | 4 | 5 |
| 1 | Abrams Bison Investments [#11] Portfolio: $2.05B |
SNX |
AMAT |
SN |
BFAM |
URBN |
| 2 | AKO Capital [#22] Portfolio: $4.29B |
ALC |
SUNB |
V |
RACE |
GE |
| 3 | Alex Roepers - Atlantic Investment Management [#12] Portfolio: $192M |
ASH |
APTV |
KEX |
XRAY |
PVH |
| 4 | AltaRock Partners [#8] Portfolio: $4.24B |
AMZN |
TDG |
MSFT |
MA |
V |
| 5 | Arnold Van Den Berg - Century Management [#120] Portfolio: $473M |
DELL |
PHYS |
INTC |
LUMN |
XOM |
| 6 | Bill & Melinda Gates Foundation Trust [#24] Portfolio: $34.42B |
BRK-B |
CAT |
CNI |
WM |
DE |
| 7 | Bill Ackman - Pershing Square Capital Management [#14] Portfolio: $19.47B |
UBER |
BN |
MSFT |
AMZN |
HHH |
| 8 | Bill Miller - Miller Value Partners [#56] Portfolio: $423M |
NBR |
GTN |
SPUU |
BLMN |
QUAD |
| 9 | Bill Nygren - Oakmark Funds [#161] Portfolio: $75.16B |
KDP |
ABNB |
CRM |
IQV |
COF |
| 10 | Bruce Berkowitz - Fairholme Capital [#13] Portfolio: $1.49B |
JOE |
EPD |
OZK |
BRK-B |
WRB |
| 11 | Bryan Lawrence - Oakcliff Capital [#9] Portfolio: $268M |
IBKR |
GOOG |
GIL |
TDG |
GWRE |
| 12 | Carl Icahn - Icahn Capital Management [#12] Portfolio: $8.26B |
IEP |
CVI |
UAN |
CTRI |
IFF |
| 13 | Chase Coleman - Tiger Global Management [#46] Portfolio: $23.98B |
TSM |
AMZN |
NVDA |
GOOGL |
META |
| 14 | Chris Hohn - TCI Fund Management [#11] Portfolio: $52.77B |
GE |
V |
MCO |
SPGI |
CP |
| 15 | Christopher Bloomstran - Semper Augustus [#50] Portfolio: $885M |
BRK-B |
ALK |
BRK-A |
DG |
DECK |
| 16 | Christopher Davis - Davis Advisors [#112] Portfolio: $23.29B |
COF |
USB |
CVS |
VTRS |
MGM |
| 17 | Chuck Akre - Akre Capital Management [#19] Portfolio: $5.11B |
MA |
MCO |
BN |
KKR |
FICO |
| 18 | Clifford Sosin - CAS Investment Partners [#6] Portfolio: $1.88B |
CVNA |
HGV |
META |
VAC |
SWIM |
| 19 | Daniel Loeb - Third Point [#38] Portfolio: $4.57B |
WBD |
AMZN |
GOOGL |
CRH |
TDS |
| 20 | David Abrams - Abrams Capital Management [#11] Portfolio: $5.48B |
LOAR |
LAD |
GOOGL |
SGI |
ABG |
| 21 | David Einhorn - Greenlight Capital [#46] Portfolio: $3.91B |
GRBK |
FLR |
CNR |
BHF |
ACHC |
| 22 | David Katz - Matrix Asset Advisors [#106] Portfolio: $1.23B |
MSFT |
MAVF |
GOOG |
PNC |
QCOM |
| 23 | David Rolfe - Wedgewood Partners [#18] Portfolio: $484M |
TSM |
GOOGL |
META |
AAPL |
MSFT |
| 24 | David Tepper - Appaloosa Management [#25] Portfolio: $7.47B |
AMZN |
MU |
TSM |
GOOG |
UBER |
| 25 | Dennis Hong - ShawSpring Partners [#11] Portfolio: $232M |
BABA |
AMZN |
OKTA |
ZS |
CR |
| 26 | Dodge & Cox Funds [#200] Portfolio: $190.86B |
JCI |
SCHW |
RTX |
CVS |
MSFT |
| 27 | Duan Yongping - H&H International Investment [#18] Portfolio: $19.10B |
AAPL |
BRK-B |
PDD |
TSLA |
NVDA |
| 28 | First Eagle Investment Management [#200] Portfolio: $59.81B |
GOOG |
BDX |
META |
TSM |
FMX |
| 29 | First Pacific Advisors [#72] Portfolio: $7.97B |
ADI |
GOOGL |
GOOG |
IFF |
C |
| 30 | Francis Chou - Chou Associates [#31] Portfolio: $217M |
BRK-A |
GOOG |
SYF |
OXY |
SIRI |
| 31 | Francois Rochon - Giverny Capital [#51] Portfolio: $2.97B |
GOOG |
HEI-A |
META |
SCHW |
ADP |
| 32 | Glenn Greenberg - Brave Warrior Advisors [#40] Portfolio: $4.59B |
ICLR |
OMF |
SNX |
ELV |
SLM |
| 33 | Glenn Welling - Engaged Capital [#9] Portfolio: $323M |
VFC |
YETI |
GXO |
EVH |
FRPT |
| 34 | Greenhaven Associates [#28] Portfolio: $8.66B |
LEN |
GM |
TOL |
BDX |
PHM |
| 35 | Greg Alexander - Conifer Management [#6] Portfolio: $607M |
GPI |
EQH |
AIIR |
MNDY |
RMNI |
| 36 | Guy Spier - Aquamarine Capital [#7] Portfolio: $144M |
BRK-B |
BRK-A |
AXP |
MA |
MCO |
| 37 | Harry Burn - Sound Shore [#40] Portfolio: $3.25B |
TEVA |
LUV |
BAC |
AAL |
BRK-B |
| 38 | Henry Ellenbogen - Durable Capital Partners [#36] Portfolio: $10.28B |
RBC |
DASH |
Q |
FERG |
MELI |
| 39 | Hillman Capital Management [#54] Portfolio: $138M |
CVS |
BIIB |
DD |
WBD |
BAX |
| 40 | Howard Marks - Oaktree Capital Management [#51] Portfolio: $3.78B |
TRMD |
EXE |
GTX |
AU |
INDV |
| 41 | Jensen Investment Management [#83] Portfolio: $4.13B |
GOOGL |
MSFT |
AMZN |
AAPL |
NVDA |
| 42 | John Armitage - Egerton Capital [#23] Portfolio: $10.35B |
V |
GOOG |
APH |
AMZN |
MCO |
| 43 | John Rogers - Ariel Investments [#106] Portfolio: $10.03B |
MSGE |
OSW |
CRL |
AMG |
JLL |
| 44 | Josh Tarasoff - Greenlea Lane Capital [#10] Portfolio: $364M |
AMZN |
BN |
BRK-A |
MKL |
SGOV |
| 45 | Kahn Brothers Group [#47] Portfolio: $633M |
C |
BAYRY |
FLG |
GOOG |
Z |
| 46 | Lee Ainslie - Maverick Capital [#177] Portfolio: $11.08B |
NVDA |
AMD |
ALAB |
INTC |
GOOG |
| 47 | Leon Cooperman [#39] Portfolio: $3.55B |
VRT |
RKT |
ET |
PLGO |
GPGI |
| 48 | Li Lu - Himalaya Capital Management [#8] Portfolio: $3.70B |
GOOGL |
GOOG |
PDD |
BRK-B |
EWBC |
| 49 | Lindsell Train [#28] Portfolio: $2.63B |
GOOGL |
TKO |
FICO |
TMO |
DIS |
| 50 | Mairs & Power Funds [#200] Portfolio: $10.90B |
NVDA |
MSFT |
AMZN |
GOOG |
LLY |
| 51 | Mason Hawkins - Southeastern Asset Management [#47] Portfolio: $1.92B |
RYN |
MAT |
CNX |
PPLI |
ACI |
| 52 | [Q3 2025] Michael Burry - Scion Asset Management [#3] Portfolio: $55M |
MOH |
LULU |
SLM |
||
| 53 | Mohnish Pabrai - Pabrai Investments [#4] Portfolio: $327M |
HCC |
RIG |
AMR |
KSPI |
|
| 54 | Muhlenkamp [#28] Portfolio: $345M |
RUSHA |
NEM |
AEM |
EQT |
MCK |
| 55 | Nelson Peltz - Trian Fund Management [#8] Portfolio: $4.23B |
GE |
JHG-OLD | SOLV |
FERG |
WEN |
| 56 | Norbert Lou - Punch Card Management [#5] Portfolio: $256M |
BRK-A |
CROX |
PDD |
PYPL |
SGOV |
| 57 | Pat Dorsey - Dorsey Asset Management [#11] Portfolio: $1.56B |
ASML |
APP |
RPRX |
BKNG |
SPGI |
| 58 | Polen Capital Management [#200] Portfolio: $11.61B |
LLY |
NVDA |
MSFT |
GOOG |
AVGO |
| 59 | Prem Watsa - Fairfax Financial Holdings [#32] Portfolio: $2.64B |
ORLA-OLD | EGO |
KHC |
UAA |
CVS |
| 60 | Richard Pzena - Pzena Investment Management [#159] Portfolio: $34.06B |
MGA |
HUM |
BAX |
CVS |
DG |
| 61 | Robert Vinall - RV Capital GmbH [#13] Portfolio: $383M |
CVNA |
META |
CACC |
IBKR |
HTHT |
| 62 | Ruane Cunniff LP [#54] Portfolio: $6.43B |
GOOGL |
TSM |
FWONK |
SCHW |
COF |
| 63 | Samantha McLemore - Patient Capital Management [#39] Portfolio: $3.01B |
RPRX |
C |
GOOGL |
UNH |
AMZN |
| 64 | Sarah Ketterer - Causeway Capital Management [#121] Portfolio: $9.21B |
AZN |
CCL |
DB |
SW |
CP |
| 65 | Seth Klarman - Baupost Group [#23] Portfolio: $5.42B |
AMZN |
ELV |
QSR |
GOOG |
FERG |
| 66 | Stephen Mandel - Lone Pine Capital [#34] Portfolio: $16.36B |
YNDX |
ASML |
STX |
HD |
AMAT |
| 67 | Steven Check - Check Capital Management [#16] Portfolio: $1.74B |
BRK-B |
GOOG |
BN |
MKL |
AER |
| 68 | Terry Smith - Fundsmith [#41] Portfolio: $13.65B |
MAR |
SYK |
WAT |
V |
UBER |
| 69 | Third Avenue Management [#55] Portfolio: $625M |
TDW |
BCC |
VAL |
RHI |
HOG |
| 70 | Thomas Gayner - Markel Group [#130] Portfolio: $13.13B |
GOOG |
BRK-A |
BRK-B |
BN |
DE |
| 71 | Thomas Russo - Gardner Russo & Quinn [#84] Portfolio: $8.93B |
GOOG |
BRK-A |
PM |
MA |
CFRHF |
| 72 | [Q4 2025] Tom Bancroft - Makaira Partners [#11] Portfolio: $128M |
CHTR |
DPZ |
LAMR |
BBWI |
CDW |
| 73 | Torray Funds [#88] Portfolio: $673M |
AVGO |
RPRX |
CEG |
CNA |
CVX |
| 74 | Triple Frond Partners [#13] Portfolio: $1.12B |
ASML |
TDG |
MSFT |
AMZN |
GOOG |
| 75 | Tweedy Browne [#91] Portfolio: $1.32B |
CNH |
IONS |
KOF |
BRK-A |
JNJ |
| 76 | Valley Forge Capital Management [#7] Portfolio: $3.12B |
FICO |
SPGI |
MCO |
MA |
ASML |
| 77 | ValueAct Capital [#18] Portfolio: $5.63B |
V |
AMZN |
RKT |
BLK |
META |
| 78 | Viking Global Investors [#90] Portfolio: $35.08B |
V |
TSM |
APD |
SHW |
FTV |
| 79 | Vulcan Value Partners [#36] Portfolio: $3.29B |
EG |
MSFT |
RYAN |
MA |
AMZN |
| 80 | Wallace Weitz - Weitz Investment Management [#50] Portfolio: $1.44B |
BRK-B |
GOOG |
DHR |
V |
MA |
| 81 | Warren Buffett - Berkshire Hathaway [#29] Portfolio: $299.25B |
AAPL |
AXP |
KO |
GOOGL |
BAC |
| 82 | William Von Mueffling - Cantillon Capital Management [#27] Portfolio: $665M |
AVGO |
GOOGL |
TSM |
IBKR |
AMAT |
| 83 | Yacktman Asset Management [#74] Portfolio: $8.09B |
CNQ |
BRK-B |
GOOG |
SCHW |
MSFT |
| courtesy dataroma.com | ||||||