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Tracking Polen Capital Management’s 13F Portfolio – Q4 2024 Update 24 Feb 10:57 AM (last month)

 Polen Capital Management’s 13F portfolio value decreased from ~$38.74B to ~$37B this quarter.Oracle (ORCL) stake was increased while decreasing Amazon (AMZN), Alphabet (GOOGL), and ServiceNow (NOW) during the quarter. The top three positions are Amazon.com (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and they add up to ~25% of the portfolio.  Polen Capital Management’s 13F

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Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q4 2024 Update 24 Feb 10:54 AM (last month)

Pat Dorsey’s 13F portfolio value increased from $928M to $970M this quarter. They dropped Applovin (APP) and decreased Meta Platforms (META) during the quarter. Wix.com at ~13% of the portfolio is the largest position.  Pat Dorsey’s Dorsey Asset Management 13F Portfolio value increased from $928M to $970M this quarter. The heavily concentrated portfolio continues to have only a handful of

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Tracking Li Lu’s Himalaya Capital Management 13F Portfolio – Q4 2024 Update 24 Feb 10:51 AM (last month)

Li Lu’s 13F portfolio value increased from $2.47B to $2.71B this quarter. The portfolio was untouched this quarter. Alphabet at ~39% of the portfolio is by far the largest position.  Li Lu’s Himalaya Capital Management 13F Portfolio value increased from $2.47B to $2.71B this quarter. The heavily concentrated portfolio has just seven stakes.  To learn about individual investing, check

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Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q4 2024 Update 24 Feb 10:48 AM (last month)

Clifford Sossin’s 13F portfolio value increased from $1.51B to $1.72B this quarter. The portfolio has just 4 positions. Carvana (CVNA) at ~76% of the portfolio is by far the largest position.  Clifford Sossin’s CAS Investment Partners 13F Portfolio value increased from $1.51B to $1.72B this quarter. The heavily concentrated portfolio has just 4 stakes.  Note: They have large

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Tracking Robert Vinall’s RV Capital 13F Portfolio – Q4 2024 Update 24 Feb 10:45 AM (last month)

Robert Vinall’s 13F portfolio value decreased from $485M to $467M this quarter. They decreased Carvana (CVNA) and Interactive Brokers (IBKR) while adding Microsoft (MSFT). Carvana (CVNA) at ~24% of the portfolio is by far the largest position. Robert Vinall’s RV Capital 13F Portfolio value decreased from $485M to $467M this quarter. The heavily concentrated portfolio has just 11 stakes. &

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Tracking Thomas Gayner's Markel Portfolio – Q4 2024 Update 24 Feb 10:41 AM (last month)

Gayner’s portfolio increased from $11.11B to $11.34B this quarter. Several positions saw minor increases during the quarter. Berkshire Hathaway (BRK.A) at ~13% of the portfolio is by far the largest position.  Thomas Gayner’s Markel (MKL) Investment Portfolio value increased from $11.11B to $11.34B this quarter. The portfolio continues to have around 100 different positions although only

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Tracking Michael Burry’s Scion Asset Management Portfolio – Q4 2024 Update 24 Feb 10:33 AM (last month)

Michael Burry’s 13F portfolio value is at $77M this quarter. The turnover and overall insanity in Michael Burry’s 13F reports continue.  Michael Burry’s 13F portfolio value is at $77M this quarter. To know more about Dr. Michael Burry, check out the book The Big Short: Inside the Doomsday Machine by Michael Lewis. Below is a spreadsheet that shows the changes to Michael Burry's Scion

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Tracking Bill & Melinda Gates Foundation Portfolio – Q4 2024 Update 24 Feb 10:30 AM (last month)

The huge ~$42B portfolio has just 24 positions. The largest stake, Microsoft Corporation is at ~29% of the portfolio. They added McDonald’s (MCD) while reducing Microsoft (MSFT) and Berkshire Hathaway (BRK.B) this quarter.Gates Foundation portfolio value decreased from ~$45.1B to ~$40.02B this quarter. Over the years, the portfolio has become extremely concentrated. In their first 13F filing in

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Tracking John Armitage’s Egerton Capital Portfolio – Q4 2024 Update 24 Feb 10:26 AM (last month)

John Armitage’s 13F portfolio value decreased from $9.91B to $8.65B this quarter. Egerton Capital added Capital One Financial (COF) while decreasing Amazon.com (AMZN), and Meta Platforms (META). Microsoft (MSFT), Progressive Corp (PGR), and Amazon.com (AMZN) are the largest three positions in the portfolio.  John Arimitage’s 13F portfolio value decreased from $9.91B to $8.65B this quarter

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Tracking David Rolfe’s Wedgewood Partners Portfolio – Q4 2024 Update 24 Feb 10:20 AM (last month)

Wedgewood Partners’ 13F portfolio value decreased from ~$550M to ~$508B this quarter. They decreased most of their positions during the quarter. Their top five positions are at 42% of the overall portfolio.  This article is part of a series that provides an ongoing analysis of the changes made to Wedgewood Partners’ 13F stock portfolio on a quarterly basis. It is based on David Rolfe’s

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Tracking Wallace Weitz’s Weitz Investment Management Portfolio – Q4 2024 Update 24 Feb 10:17 AM (last month)

Wallace Weitz's 13F portfolio value decreased from $2.03B to $1.94B this quarter. Weitz Investment Management reduced Fidelity National (FIS), Roper Technologies (ROP), and Liberty Global (LBTYK) while increasing Danaher (DHR), and Idex (IEX). The top three positions are Berkshire Hathaway (BRK.A), Visa (V), and Alphabet (GOOG). They add up to ~18% of the portfolio.  This article is part

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Tracking Gardner Russo & Quinn Portfolio – Q4 2024 Update 24 Feb 10:14 AM (last month)

Gardner Russo & Quinn’s 13F portfolio value decreased from $9.74B to $8.85B. Russo increased Uber Technologies this quarter while decreasing Netflix, JP Morgan Chase, and Visa. The top three 13F stakes are Berkshire Hathaway (BRK.A), Alphabet (GOOG), and MasterCard (MA). They add up to ~44% of the portfolio.This article is part of a series that provides an ongoing analysis of the changes made

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Tracking Larry Robbins’ Glenview Capital Management Portfolio – Q4 2024 Update 24 Feb 9:55 AM (last month)

Glenview Capital Management’s 13F portfolio value decreased from ~$5.17B to ~$3.96B this quarter. They increased Alight (ALIT), Dun & Bradstreet (DNB), and United Health Svcs. (UHS) while reducing Cigna (CI), Corteva (CTVA), and McKesson (MCK). The top three individual stock stakes are CVS Health (CVS), Global Payments (GPN), and Tenet Healthcare (THC). They add up to ~34% of the portfolio.&

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Tracking Glenn Greenberg’s Brave Warrior Advisors Portfolio – Q4 2024 Update 24 Feb 9:51 AM (last month)

Glenn Greenberg’s 13F portfolio value decreased from $4.82B to $4.02B this quarter. Brave Warrior Advisors increased TD Synnex (SNX) while reducing Discover Financial Services (DFS), AutoNation (AN), Primerica (PRI), and Lithia Motors (LAD).  The largest three positions are Elevance Health (ELV), TD Synnex (SNX), and Discover Financial (DFS), and they add up to ~38% of the portfolio.This

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Tracking Nelson Peltz’s Trian Fund Management Portfolio – Q4 2024 Update 24 Feb 9:46 AM (last month)

Nelson Peltz’s 13F portfolio value decreased from $3.89B to $3.88B this quarter. The number of positions remained steady at 10. Trian Fund Management increased Solventum (SOLV) and U-Haul (UHAL) while decreasing Allstate (ALL) during the quarter. The top three positions are Janus Henderson Group (JHG), GE Aerospace (GE), and Wendys (WEN). They add up to ~66% of the portfolio.This article is part

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Tracking Robert Karr’s Joho Capital Portfolio – Q4 2024 Update 24 Feb 9:42 AM (last month)

Robert Karr's 13F portfolio value decreased from $633M to $576M this quarter. Joho Capital increased Adobe Inc. (ADBE) while dropping NU Holdings (NU).    The top three positions are Microsoft (MSFT), Dutch Bros (BROS), and Adobe (ADBE). They add up to ~73% of the portfolio.This article is part of a series that provides an ongoing analysis of the changes made to Robert Karr’s 13F

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Tracking ValueAct Portfolio – Q4 2024 Update 24 Feb 9:39 AM (last month)

ValueAct’s 13F portfolio value increased from ~$4.37B to ~$4.39B this quarter. ValueAct added Amazon.com (AMZN) and increased Liberty Media (FWONK). The top three positions are Salesforce.com (CRM), Walt Disney (DIS), and Insight Enterprises (NSIT), and they add up to ~52% of the portfolio. This article is part of a series that provides an ongoing analysis of the changes made to ValueAct’s

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Tracking Kahn Brothers Portfolio – Q4 2024 Update 24 Feb 9:34 AM (last month)

Kahn Brothers’ 13F portfolio value decreased from ~$581M to ~$400M this quarter. Most of the top positions were reduced during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ~57% of the 13F holdings.  This article is part of a series that provides an ongoing analysis of the changes made to Kahn Brothers’ 13F stock portfolio on a

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Tracking Jeff Smith’s Starboard Value Portfolio – Q4 2024 Update 24 Feb 9:30 AM (last month)

Jeff Smith’s 13F portfolio value increased from $4.70B to $5.53B this quarter. Starboard Value added Kenvue (KUVE), Pfizer (PFE), and Healthcare Realty (HR), and increased Match Group (MTCH) during the quarter.  The largest three individual stock positions are GoDaddy (GDDY), Gen Digital (GEN), and Match Group (MTCH). They add up to ~27% of the portfolio.   This article is part

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Tracking Polen Capital Management’s 13F Portfolio – Q3 2024 Update 23 Nov 2024 1:09 PM (4 months ago)

Polen Capital Management’s 13F portfolio value decreased from ~$39.86B to ~$38.74B this quarter. Adobe (ADBE) stake was increased while decreasing Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) during the quarter. The top three positions are Amazon.com (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and they add up to ~26% of the portfolio.  Polen Capital Management’s 13F portfolio

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Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q3 2024 Update 23 Nov 2024 1:06 PM (4 months ago)

Pat Dorsey’s 13F portfolio value increased from $839M to $928M this quarter. They added Applovin (APP) and increased Sprout Social (SPT) during the quarter. Meta Platforms at ~14% of the portfolio is the largest position.Pat Dorsey’s Dorsey Asset Management 13F Portfolio value increased from ~$839M to $928M this quarter. The heavily concentrated portfolio continues to have only a handful of

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Tracking Li Lu’s Himalaya Capital Management 13F Portfolio – Q3 2024 Update 23 Nov 2024 1:03 PM (4 months ago)

Li Lu’s 13F portfolio value decreased from $2.56B to $2.47B this quarter. The portfolio reduced Apple (AAPL) during the quarter. Alphabet at ~38% of the portfolio is by far the largest position.Li Lu’s Himalaya Capital Management 13F Portfolio value decreased from $2.56B to $2.47B this quarter. The heavily concentrated portfolio has just seven stakes.  To learn about individual investing,

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Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q3 2024 Update 23 Nov 2024 1:00 PM (4 months ago)

Clifford Sossin’s 13F portfolio value increased from $1.28B to $1.51B this quarter. The portfolio has just 5 positions. Carvana (CVNA) at ~75% of the portfolio is by far the largest position.  Clifford Sossin’s CAS Investment Partners 13F Portfolio value increased from $1.28B to $1.51B this quarter. The heavily concentrated portfolio continues to have just five stakes.  Note: They

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Tracking Robert Vinall’s RV Capital 13F Portfolio – Q3 2024 Update 23 Nov 2024 12:58 PM (4 months ago)

Robert Vinall’s 13F portfolio value increased from $416M to $485M this quarter. They decreased Meta Platforms (META) during the quarter. Carvana (CVNA) at ~27% of the portfolio is by far the largest position.Robert Vinall’s RV Capital 13F Portfolio value increased from $416M to $485M this quarter. The heavily concentrated portfolio has just 11 stakes.  To learn about individual investing,

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Tracking Thomas Gayner's Markel Portfolio – Q3 2024 Update 23 Nov 2024 12:55 PM (4 months ago)

Gayner’s portfolio increased from $10.17B to $11.11B this quarter. Several positions saw minor increases during the quarter. Berkshire Hathaway (BRK.A) at ~13% of the portfolio is by far the largest position.Thomas Gayner’s Markel (MKL) Investment Portfolio value increased from $10.17B to $11.11B this quarter. The portfolio continues to have around 100 different positions although only around 27

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