Overview
ALC
|
Alcon Inc. - Registered Shares | 504.6M | 8.2% |
ACN
|
Accenture plc - Class A | 444.9M | 7.3% |
V
|
Visa Inc - Class A | 436.2M | 7.1% |
LAD
|
Lithia Motors, Inc. - Class A | 706.2B | 23.3% |
ABG
|
Asbury Automotive Group Inc | 485.1B | 16.0% |
GOOGL
|
Alphabet Inc - Class A | 303.9B | 10.0% |
MA
|
Mastercard Incorporated - Class A | 2.9T | 25.5% |
MCO
|
Moody`s Corp. | 1.6T | 14.0% |
AMT
|
American Tower Corp. | 1.1T | 9.7% |
TDG
|
Transdigm Group Incorporated | 1.1T | 27.7% |
MSFT
|
Microsoft Corporation | 698.3B | 17.5% |
GOOGL
|
Alphabet Inc - Class A | 688.2B | 17.2% |
FB
|
Meta Platforms Inc - Class A | 585.4B | 11.6% |
MSFT
|
Microsoft Corporation | 516.3B | 10.2% |
AMZN
|
Amazon.com Inc. | 476.7B | 9.4% |
Aquamarine Capital
Guy Spier Q2 2022 Total: $170.2M
BRK.B
|
Berkshire Hathaway Inc. - Class B | 38.4M | 22.6% |
AXP
|
American Express Co. | 29.1M | 17.1% |
BAC
|
Bank Of America Corp. | 23.9M | 14.0% |
BABA
|
Alibaba Group Holding Ltd - ADR | 459.7M | 14.1% |
DASH
|
DoorDash Inc - Class A | 312.7M | 9.6% |
NVDA
|
NVIDIA Corp | 295.5M | 9.1% |
MELI
|
MercadoLibre Inc | 7.6T | 7.0% |
NVDA
|
NVIDIA Corp | 6.0T | 5.5% |
TSLA
|
Tesla Inc | 5.6T | 5.1% |
AAPL
|
Apple Inc | 156.8T | 50.0% |
BAC
|
Bank Of America Corp. | 28.3T | 9.0% |
AXP
|
American Express Co. | 22.6T | 7.2% |
MSFT
|
Microsoft Corporation | 12.4T | 31.9% |
BRK.B
|
Berkshire Hathaway Inc. - Class B | 7.9T | 20.3% |
CNI
|
Canadian National Railway Co. | 5.9T | 15.3% |
ANTM
|
Anthem Inc | 708.7B | 17.7% |
APO
|
Apollo Global Management Inc - Class A (New) | 609.5B | 15.2% |
PRI
|
Primerica Inc | 410.5B | 10.2% |
SPGI
|
S&P Global Inc | 791.0B | 5.9% |
AVGO
|
Broadcom Inc | 788.0B | 5.8% |
ADI
|
Analog Devices Inc. | 575.6B | 4.3% |
BRK.A
|
Berkshire Hathaway Inc. - Class A | 42.5B | 56.7% |
BHC
|
Bausch Health Companies Inc | 5.9B | 7.8% |
ALLY
|
Ally Financial Inc | 4.2B | 5.5% |
STLA
|
Stellantis N.V | 267.8B | 30.2% |
EQH
|
Equitable Holdings Inc | 215.8B | 24.3% |
LAD
|
Lithia Motors, Inc. - Class A | 206.7B | 23.3% |
AMR
|
Alpha Metallurgical Resources Inc | 114.7B | 67.6% |
CEIX
|
Consol Energy Inc | 41.6B | 24.5% |
ARCH
|
Arch Resources Inc - Class A | 13.4B | 7.9% |
FB
|
Meta Platforms Inc - Class A | 140.9B | 18.4% |
GOOG
|
Alphabet Inc - Class C | 119.7B | 15.6% |
WIX
|
Wix.com Ltd | 112.9B | 14.7% |
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.0T | 33.2% |
MSFT
|
Microsoft Corporation | 1.5T | 5.5% |
AAPL
|
Apple Inc | 1.3T | 4.7% |
MSFT
|
Microsoft Corporation | 2.7T | 12.4% |
SYK
|
Stryker Corp. | 1.5T | 6.9% |
FB
|
Meta Platforms Inc - Class A | 1.5T | 6.8% |
PDD
|
Pinduoduo Inc - ADR | 505.9B | 19.8% |
FB
|
Meta Platforms Inc - Class A | 374.0B | 14.7% |
MSFT
|
Microsoft Corporation | 372.8B | 14.6% |
BAC
|
Bank Of America Corp. | 495.1M | 27.2% |
GOOG
|
Alphabet Inc - Class C | 401.4M | 22.1% |
GOOGL
|
Alphabet Inc - Class A | 332.8M | 18.3% |
MDLZ
|
Mondelez International Inc. - Class A | 1.2T | 24.4% |
INTU
|
Intuit Inc | 620.5B | 12.5% |
FICO
|
Fair, Isaac Corp. | 618.1B | 12.4% |
FB
|
Meta Platforms Inc - Class A | 834.3B | 8.0% |
AMZN
|
Amazon.com Inc. | 694.7B | 6.7% |
MA
|
Mastercard Incorporated - Class A | 691.4B | 6.7% |
LBRDK
|
Liberty Broadband Corp - Series C | 158.6B | 20.7% |
PGR
|
Progressive Corp. | 111.2B | 14.5% |
CDW
|
CDW Corp | 110.1B | 14.4% |
BRK.A
|
Berkshire Hathaway Inc. - Class A | 592.1B | 7.1% |
BRK.B
|
Berkshire Hathaway Inc. - Class B | 536.6B | 6.5% |
GOOG
|
Alphabet Inc - Class C | 362.6B | 4.4% |
SNOW
|
Snowflake Inc - Class A | 81.4B | 10.8% |
ESTC
|
Elastic N.V | 77.5B | 10.3% |
AYX
|
Alteryx Inc - Class A | 74.4B | 9.9% |
CMG
|
Chipotle Mexican Grill | 1.7T | 16.6% |
QSR
|
Restaurant Brands International Inc | 1.6T | 14.8% |
HLT
|
Hilton Worldwide Holdings Inc | 1.5T | 14.7% |
RV Capital GmbH
Robert Vinall Q3 2023 Total: $327.7B
FB
|
Meta Platforms Inc - Class A | 80.6B | 24.6% |
CACC
|
Credit Acceptance Corp. | 72.6B | 22.1% |
CRM
|
Salesforce.Com Inc | 59.8B | 18.2% |
SOXX
|
BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF
PUT
| 47.4B | 47.9% |
BKNG
|
Booking Holdings Inc
PUT
| 12.3B | 12.5% |
STLA
|
Stellantis N.V | 7.7B | 7.7% |
ICE
|
Intercontinental Exchange Inc | 633.4B | 10.5% |
UNH
|
Unitedhealth Group Inc | 552.3B | 9.2% |
ANTM
|
Anthem Inc | 500.8B | 8.3% |
GE
|
General Electric Co. | 4.6T | 16.7% |
CNI
|
Canadian National Railway Co. | 4.4T | 16.1% |
CP
|
Canadian Pacific Railway Ltd | 4.2T | 15.1% |
PCG
|
PG&E Corp. | 917.2B | 13.9% |
MSFT
|
Microsoft Corporation | 702.5B | 10.7% |
DHR
|
Danaher Corp. | 607.8B | 9.2% |
FB
|
Meta Platforms Inc - Class A | 2.7T | 19.7% |
MSFT
|
Microsoft Corporation | 1.9T | 14.3% |
APO
|
Apollo Global Management Inc - Class A (New) | 1.1T | 8.1% |
DIS
|
Walt Disney Co (The) | 2.7T | 40.5% |
FERG
|
Ferguson Plc. | 890.6B | 13.5% |
JHG
|
Janus Henderson Group plc | 822.8B | 12.5% |
FICO
|
Fair, Isaac Corp. | 819.1B | 27.9% |
SPGI
|
S&P Global Inc | 605.0B | 20.6% |
MA
|
Mastercard Incorporated - Class A | 589.6B | 20.1% |
FISV
|
Fiserv, Inc. | 852.7B | 19.2% |
CRM
|
Salesforce.Com Inc | 707.0B | 15.9% |
KKR
|
KKR & Co. Inc. | 703.5B | 15.8% |
V
|
Visa Inc - Class A | 1.6T | 6.5% |
WDAY
|
Workday Inc - Class A | 1.1T | 4.6% |
AMZN
|
Amazon.com Inc. | 1.1T | 4.5% |
FB
|
Meta Platforms Inc - Class A | 41.6B | 9.9% |
GOOGL
|
Alphabet Inc - Class A | 36.5B | 8.7% |
AAPL
|
Apple Inc | 31.7B | 7.6% |
GOOG
|
Alphabet Inc - Class C | 129.6B | 7.1% |
BRK.B
|
Berkshire Hathaway Inc. - Class B | 126.8B | 7.0% |
V
|
Visa Inc - Class A | 86.1B | 4.7% |
Yacktman Asset Management
Stephen Yacktman Q3 2023 Total: $10.1T
CNQ
|
Canadian Natural Resources Ltd. | 975.2B | 9.6% |
MSFT
|
Microsoft Corporation | 559.8B | 5.5% |
GOOG
|
Alphabet Inc - Class C | 543.2B | 5.4% |