tag:blogger.com,1999:blog-76766711044320602152026-04-15T16:01:01.409-07:00One Familys Blogkshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.comBlogger2019125tag:blogger.com,1999:blog-7676671104432060215.post-59395957074771263022025-02-24T11:57:00.000-08:002025-02-24T11:57:32.365-08:00Tracking Polen Capital Management’s 13F Portfolio – Q4 2024 Update 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-7129917993896382682025-02-24T11:54:00.000-08:002025-02-24T11:54:38.124-08:00Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q4 2024 UpdatePat 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 ofkshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-42337886795269067412025-02-24T11:51:00.000-08:002025-02-24T11:51:30.956-08:00Tracking Li Lu’s Himalaya Capital Management 13F Portfolio – Q4 2024 UpdateLi 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, checkkshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-15379707391874022942025-02-24T11:48:00.000-08:002025-02-24T11:48:20.110-08:00Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q4 2024 UpdateClifford 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-56123709703352280572025-02-24T11:45:00.000-08:002025-02-24T11:45:02.200-08:00Tracking Robert Vinall’s RV Capital 13F Portfolio – Q4 2024 UpdateRobert 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. &kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-15802271333514440012025-02-24T11:41:00.000-08:002025-02-24T11:41:55.106-08:00Tracking Thomas Gayner's Markel Portfolio – Q4 2024 UpdateGayner’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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-37588324719756094382025-02-24T11:33:00.000-08:002025-02-24T11:33:47.557-08:00Tracking Michael Burry’s Scion Asset Management Portfolio – Q4 2024 UpdateMichael 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-28010729971026472322025-02-24T11:30:00.000-08:002025-02-24T11:30:11.679-08:00Tracking Bill & Melinda Gates Foundation Portfolio – Q4 2024 UpdateThe 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-80369282970330832025-02-24T11:26:00.000-08:002025-02-24T11:26:42.154-08:00Tracking John Armitage’s Egerton Capital Portfolio – Q4 2024 UpdateJohn 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 quarterkshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-87126540841617226052025-02-24T11:20:00.000-08:002025-02-24T11:20:40.044-08:00Tracking David Rolfe’s Wedgewood Partners Portfolio – Q4 2024 UpdateWedgewood
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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-30324138687815823182025-02-24T11:17:00.000-08:002025-02-24T11:17:24.472-08:00Tracking Wallace Weitz’s Weitz Investment Management Portfolio – Q4 2024 UpdateWallace 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-46256939905387788732025-02-24T11:14:00.000-08:002025-02-24T11:14:01.948-08:00Tracking Gardner Russo & Quinn Portfolio – Q4 2024 UpdateGardner
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 madekshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-73601398350487342852025-02-24T10:55:00.000-08:002025-02-24T10:55:50.515-08:00Tracking Larry Robbins’ Glenview Capital Management Portfolio – Q4 2024 UpdateGlenview
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.&kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-45808464956877361192025-02-24T10:51:00.000-08:002025-02-24T10:51:19.672-08:00Tracking Glenn Greenberg’s Brave Warrior Advisors Portfolio – Q4 2024 UpdateGlenn
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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-16683371255446776872025-02-24T10:46:00.000-08:002025-02-24T10:46:32.080-08:00Tracking Nelson Peltz’s Trian Fund Management Portfolio – Q4 2024 UpdateNelson
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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-29734962202307774272025-02-24T10:42:00.000-08:002025-02-24T10:42:46.876-08:00Tracking Robert Karr’s Joho Capital Portfolio – Q4 2024 UpdateRobert
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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-53978744243762552982025-02-24T10:39:00.000-08:002025-02-24T10:39:07.210-08:00Tracking ValueAct Portfolio – Q4 2024 UpdateValueAct’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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-91550282268349398042025-02-24T10:34:00.000-08:002025-02-24T10:34:44.835-08:00Tracking Kahn Brothers Portfolio – Q4 2024 UpdateKahn
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
kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-41652208816867281342025-02-24T10:30:00.000-08:002025-02-24T10:30:52.044-08:00Tracking Jeff Smith’s Starboard Value Portfolio – Q4 2024 UpdateJeff 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-71264210046923896292024-11-23T14:09:00.000-08:002024-11-23T14:09:23.856-08:00Tracking Polen Capital Management’s 13F Portfolio – Q3 2024 UpdatePolen
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 portfoliokshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-48957808706142772712024-11-23T14:06:00.000-08:002024-11-23T14:06:55.303-08:00Tracking Pat Dorsey’s Dorsey Asset Management 13F Portfolio – Q3 2024 UpdatePat 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-50223102473907106492024-11-23T14:03:00.000-08:002024-11-23T14:03:39.609-08:00Tracking Li Lu’s Himalaya Capital Management 13F Portfolio – Q3 2024 UpdateLi 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, kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-14264500819937895652024-11-23T14:00:00.000-08:002024-11-23T14:00:51.162-08:00Tracking Clifford Sossin’s CAS Investment Partners 13F Portfolio – Q3 2024 UpdateClifford 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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-76892881706241129342024-11-23T13:58:00.000-08:002024-11-23T13:58:06.767-08:00Tracking Robert Vinall’s RV Capital 13F Portfolio – Q3 2024 UpdateRobert 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, kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0tag:blogger.com,1999:blog-7676671104432060215.post-49152276359519964972024-11-23T13:55:00.000-08:002024-11-23T13:55:21.124-08:00Tracking Thomas Gayner's Markel Portfolio – Q3 2024 UpdateGayner’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 kshttp://www.blogger.com/profile/07090821297789081559noreply@blogger.com0