Overview
|
LAD
|
Lithia Motors, Inc. - Class A | 759.5M | 12.2% |
|
ABG
|
Asbury Automotive Group Inc | 503.1M | 8.1% |
|
FB
|
Meta Platforms Inc - Class A | 355.2M | 5.7% |
|
MA
|
Mastercard Incorporated - Class A | 1.9B | 16.1% |
|
MCO
|
Moody`s Corp. | 1.6B | 13.3% |
|
KKR
|
KKR & Co. Inc. | 1.5B | 12.4% |
|
TDG
|
Transdigm Group Incorporated | 1.5B | 29.5% |
|
AMZN
|
Amazon.com Inc. | 1.0B | 19.8% |
|
MSFT
|
Microsoft Corporation | 832.6M | 16.4% |
|
BABA
|
Alibaba Group Holding Ltd - ADR | 1.1B | 15.8% |
|
PDD
|
Pinduoduo Inc - ADR | 714.6M | 10.6% |
|
AMZN
|
Amazon.com Inc. | 596.3M | 8.9% |
Aquamarine Capital
Guy Spier Q3 2024 Total: $285.6K|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 64.7K | 22.7% |
|
AXP
|
American Express Co. | 57.0K | 19.9% |
|
MA
|
Mastercard Incorporated - Class A | 32.5K | 11.4% |
|
SE
|
Sea Ltd - ADR | 467.3K | 12.4% |
|
FUTU
|
Futu Holdings Ltd - ADR | 435.5K | 11.5% |
|
EDU
|
New Oriental Education & Technology Group Inc. - ADR | 360.5K | 9.5% |
|
MELI
|
MercadoLibre Inc | 9.6B | 7.2% |
|
NVDA
|
NVIDIA Corp | 7.7B | 5.8% |
|
AMZN
|
Amazon.com Inc. | 7.2B | 5.4% |
|
AAPL
|
Apple Inc | 69.9B | 26.2% |
|
AXP
|
American Express Co. | 41.1B | 15.4% |
|
BAC
|
Bank Of America Corp. | 31.7B | 11.9% |
|
MSFT
|
Microsoft Corporation | 12.5B | 27.6% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 10.2B | 22.6% |
|
WM
|
Waste Management, Inc. | 6.7B | 14.8% |
|
ANTM
|
Anthem Inc | 853.5M | 17.7% |
|
DFS
|
Discover Financial Services | 484.7M | 10.1% |
|
SNX
|
TD Synnex Corp | 443.8M | 9.2% |
|
AVGO
|
Broadcom Inc | 1.3B | 7.7% |
|
SPGI
|
S&P Global Inc | 960.4M | 5.9% |
|
GOOGL
|
Alphabet Inc - Class A | 740.2M | 4.5% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 62.2M | 39.0% |
|
GOOG
|
Alphabet Inc - Class C | 13.8M | 8.6% |
|
OXY
|
Occidental Petroleum Corp. | 10.3M | 6.5% |
|
EQH
|
Equitable Holdings Inc | 252.2M | 28.9% |
|
LAD
|
Lithia Motors, Inc. - Class A | 222.3M | 25.5% |
|
GPI
|
Group 1 Automotive, Inc. | 217.7M | 24.9% |
|
AMR
|
Alpha Metallurgical Resources Inc | 113.3M | 45.9% |
|
CEIX
|
Consol Energy Inc | 80.6M | 32.7% |
|
HCC
|
Warrior Met Coal Inc | 44.6M | 18.1% |
|
FB
|
Meta Platforms Inc - Class A | 133.2M | 14.4% |
|
AZO
|
Autozone Inc. | 92.8M | 10.0% |
|
WIX
|
Wix.com Ltd | 92.6M | 10.0% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.2B | 30.1% |
|
MSFT
|
Microsoft Corporation | 1.9B | 5.7% |
|
AAPL
|
Apple Inc | 1.6B | 4.6% |
|
MSFT
|
Microsoft Corporation | 3.0B | 11.7% |
|
FB
|
Meta Platforms Inc - Class A | 2.8B | 11.0% |
|
SYK
|
Stryker Corp. | 1.9B | 7.6% |
|
AMZN
|
Amazon.com Inc. | 69.7M | 21.2% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 49.1M | 14.9% |
|
TRUP
|
Trupanion Inc | 45.7M | 13.9% |
|
PDD
|
Pinduoduo Inc - ADR | 609.0M | 19.3% |
|
FB
|
Meta Platforms Inc - Class A | 494.3M | 15.7% |
|
NTES
|
NetEase Inc - ADR | 306.6M | 9.7% |
|
AAPL
|
Apple Inc | 12.3B | 74.3% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 1.7B | 10.5% |
|
GOOG
|
Alphabet Inc - Class C | 847.0M | 5.1% |
|
BAC
|
Bank Of America Corp. | 717.5M | 29.0% |
|
GOOG
|
Alphabet Inc - Class C | 508.9M | 20.6% |
|
GOOGL
|
Alphabet Inc - Class A | 421.8M | 17.1% |
Lindsell Train Ltd
Michael Lindsell Q3 2024 Total: $4.4B|
MDLZ
|
Mondelez International Inc. - Class A | 752.2M | 17.0% |
|
FICO
|
Fair, Isaac Corp. | 572.3M | 12.9% |
|
INTU
|
Intuit Inc | 569.0M | 12.8% |
|
FB
|
Meta Platforms Inc - Class A | 1.1B | 8.1% |
|
AMZN
|
Amazon.com Inc. | 1.0B | 7.6% |
|
VST
|
Vistra Corp | 806.8M | 6.0% |
|
PGR
|
Progressive Corp. | 153.2M | 19.7% |
|
CHTR
|
Charter Communications Inc. - Class A | 116.2M | 14.9% |
|
LAMR
|
Lamar Advertising Co - Class A | 96.0M | 12.4% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 770.0M | 6.9% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 705.1M | 6.3% |
|
GOOG
|
Alphabet Inc - Class C | 459.7M | 4.1% |
|
HLT
|
Hilton Worldwide Holdings Inc | 1.7B | 13.2% |
|
CMG
|
Chipotle Mexican Grill | 1.7B | 12.9% |
|
QSR
|
Restaurant Brands International Inc | 1.7B | 12.8% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 241.2M | 72.1% |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 58.5M | 17.5% |
|
WGO
|
Winnebago Industries, Inc. | 23.9M | 7.1% |
|
CVNA
|
Carvana Co. - Class A | 132.6M | 27.4% |
|
FB
|
Meta Platforms Inc - Class A | 85.6M | 17.7% |
|
WIX
|
Wix.com Ltd | 66.2M | 13.7% |
|
JD
|
JD.com Inc - ADR | 40.0M | 30.8% |
|
BABA
|
Alibaba Group Holding Ltd - ADR | 39.1M | 30.2% |
|
BIDU
|
Baidu Inc - ADR | 21.9M | 16.9% |
|
ICE
|
Intercontinental Exchange Inc | 805.2M | 12.6% |
|
UNH
|
Unitedhealth Group Inc | 565.0M | 8.8% |
|
ANTM
|
Anthem Inc | 522.4M | 8.2% |
|
FOUR
|
Shift4 Payments Inc - Class A | 116.9M | 14.8% |
|
MNDY
|
Monday.Com Ltd | 97.4M | 12.3% |
|
SE
|
Sea Ltd - ADR | 88.9M | 11.2% |
|
GE
|
General Electric Co. | 9.1B | 20.6% |
|
MCO
|
Moody`s Corp. | 6.3B | 14.3% |
|
SPGI
|
S&P Global Inc | 5.4B | 12.2% |
|
PCG
|
PG&E Corp. | 983.6M | 13.2% |
|
AMZN
|
Amazon.com Inc. | 689.4M | 9.3% |
|
DHR
|
Danaher Corp. | 542.1M | 7.3% |
|
FB
|
Meta Platforms Inc - Class A | 4.3B | 18.2% |
|
MSFT
|
Microsoft Corporation | 2.3B | 9.8% |
|
GOOGL
|
Alphabet Inc - Class A | 1.7B | 7.3% |
|
JHG
|
Janus Henderson Group plc | 1.2B | 31.2% |
|
GE
|
General Electric Co. | 760.0M | 19.5% |
|
WEN
|
Wendy`s Co - Class A | 534.6M | 13.7% |
|
FICO
|
Fair, Isaac Corp. | 1.6B | 34.9% |
|
SPGI
|
S&P Global Inc | 881.3M | 19.6% |
|
MA
|
Mastercard Incorporated - Class A | 733.2M | 16.3% |
|
CRM
|
Salesforce.Com Inc | 1.1B | 24.5% |
|
NSIT
|
Insight Enterprises Inc. | 874.9M | 20.0% |
|
DIS
|
Walt Disney Co (The) | 718.0M | 16.4% |
|
USB
|
U.S. Bancorp. | 1.5B | 5.6% |
|
ADBE
|
Adobe Inc | 1.4B | 4.9% |
|
AAPL
|
Apple Inc | 1.1B | 4.1% |
|
FB
|
Meta Platforms Inc - Class A | 48.1M | 8.7% |
|
GOOGL
|
Alphabet Inc - Class A | 46.1M | 8.4% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 45.9M | 8.3% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 148.8M | 7.3% |
|
MA
|
Mastercard Incorporated - Class A | 100.4M | 5.0% |
|
V
|
Visa Inc - Class A | 98.8M | 4.9% |
|
CNQ
|
Canadian Natural Resources Ltd. | 963.3M | 9.9% |
|
MSFT
|
Microsoft Corporation | 537.2M | 5.5% |
|
PG
|
Procter & Gamble Co. | 378.0M | 3.9% |