dataroma.com portfolio updates http://www.dataroma.com/ Super Investor Portfolio Tracking Sat, 18 Apr 2026 08:47:22 -0600 en-us <![CDATA[Guy Spier - Aquamarine Capital]]> http://www.dataroma.com/m/holdings.php?m=aq www.dataroma.com/m/holdings.php?m=aq#20261 Fri, 17 Apr 2026 06:59:46 -0600

]]> <![CDATA[Hillman Value Fund]]> http://www.dataroma.com/m/holdings.php?m=hcmax www.dataroma.com/m/holdings.php?m=hcmax#20261 Thu, 09 Apr 2026 08:16:44 -0600 Bought: ORCL


]]> <![CDATA[Greenhaven Associates]]> http://www.dataroma.com/m/holdings.php?m=GA www.dataroma.com/m/holdings.php?m=GA#20261 Mon, 06 Apr 2026 12:09:59 -0600 Bought: DNOW
Added to: ICLR BAX LEN VBIL AVTR TMHC TOL OSK NOV SLB STLA

]]> <![CDATA[Meridian Contrarian Fund]]> http://www.dataroma.com/m/holdings.php?m=MVALX www.dataroma.com/m/holdings.php?m=MVALX#20254 Mon, 02 Mar 2026 13:09:44 -0700 Bought: FND PVH ERII TFIN TNDM TRNS BBY FRMI BRKR
Added to: KRNT TFX UHAL CSTM CEVA ADEA CRC GO PDFS VSEC CNM PSN DNN JHX RRX NXE FCNCA TCBI BB

]]> <![CDATA[Mason Hawkins - Longleaf Partners]]> http://www.dataroma.com/m/holdings.php?m=LLPFX www.dataroma.com/m/holdings.php?m=LLPFX#20254 Mon, 02 Mar 2026 12:53:15 -0700 Bought: MICC LPX
Added to: EXXRF PCH-OLD RYN IAC

]]> <![CDATA[Bill Nygren - Oakmark Select Fund]]> http://www.dataroma.com/m/holdings.php?m=oaklx www.dataroma.com/m/holdings.php?m=oaklx#20254 Wed, 25 Feb 2026 14:41:36 -0700 Bought: TRGP
Added to: PAYC KDP ICE CRM FCNCA CRL ICLR

]]> <![CDATA[Ruane Cunniff - Sequoia Fund]]> http://www.dataroma.com/m/holdings.php?m=SEQUX www.dataroma.com/m/holdings.php?m=SEQUX#20254 Mon, 23 Feb 2026 14:30:01 -0700 Bought: MSA ACN ALGN RYCEY
Added to: GLIBK ICLR

]]> <![CDATA[First Pacific Advisors]]> http://www.dataroma.com/m/holdings.php?m=FPA www.dataroma.com/m/holdings.php?m=FPA#20254 Tue, 17 Feb 2026 19:11:19 -0700 Bought: AMRZ LBRDK MICC HYBB
Added to: BDX FBIN IFF KMX DEI VYX MTN BIO TMO NOV KMI UBER WAB ICLR SGOV AON PCG VT NXPI

]]> <![CDATA[Viking Global Investors]]> http://www.dataroma.com/m/holdings.php?m=vg www.dataroma.com/m/holdings.php?m=vg#20254 Tue, 17 Feb 2026 15:04:00 -0700 Bought: GOOGL ICE AMZN DKS TMO STLA CCL UNH CB LII PGR TW MDLN AJG DLR LOW FIG RIOT IQV WST
Added to: V MSFT TSM APD CHWY BA ROST MAA DKNG TMUS CPT SHW DIS SE MCD TSLA RRX

]]> <![CDATA[Nelson Peltz - Trian Fund Management]]> http://www.dataroma.com/m/holdings.php?m=TF www.dataroma.com/m/holdings.php?m=TF#20254 Tue, 17 Feb 2026 14:48:52 -0700 Added to: GE GEHC WEN

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