Overview
|
LAD
|
Lithia Motors, Inc. - Class A | 719.4M | 22.5% |
|
ABG
|
Asbury Automotive Group Inc | 497.2M | 15.5% |
|
GOOGL
|
Alphabet Inc - Class A | 312.0M | 9.7% |
|
MA
|
Mastercard Incorporated - Class A | 2.2B | 18.4% |
|
MCO
|
Moody`s Corp. | 1.8B | 14.5% |
|
KKR
|
KKR & Co. Inc. | 1.5B | 12.4% |
|
TDG
|
Transdigm Group Incorporated | 1.4B | 30.6% |
|
AMZN
|
Amazon.com Inc. | 758.4M | 16.3% |
|
MSFT
|
Microsoft Corporation | 738.0M | 15.9% |
Appaloosa Management
David Tepper Q1 2024 Total: $6.8B|
BABA
|
Alibaba Group Holding Ltd - ADR | 814.0M | 12.1% |
|
AMZN
|
Amazon.com Inc. | 690.5M | 10.2% |
|
MSFT
|
Microsoft Corporation
PUT
| 652.1M | 9.7% |
Aquamarine Capital
Guy Spier Q1 2024 Total: $261.9K|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 59.1K | 22.6% |
|
AXP
|
American Express Co. | 47.8K | 18.3% |
|
MA
|
Mastercard Incorporated - Class A | 31.7K | 12.1% |
|
SE
|
Sea Ltd - ADR | 399.0K | 10.7% |
|
MRVL
|
Marvell Technology Inc | 385.4K | 10.3% |
|
MU
|
Micron Technology Inc. | 309.7K | 8.3% |
|
NVDA
|
NVIDIA Corp | 9.3B | 7.2% |
|
MELI
|
MercadoLibre Inc | 7.6B | 5.9% |
|
AMZN
|
Amazon.com Inc. | 7.1B | 5.5% |
|
AAPL
|
Apple Inc | 135.4B | 40.8% |
|
BAC
|
Bank Of America Corp. | 39.2B | 11.8% |
|
AXP
|
American Express Co. | 34.5B | 10.4% |
|
MSFT
|
Microsoft Corporation | 15.4B | 33.5% |
|
WM
|
Waste Management, Inc. | 7.5B | 16.4% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 7.3B | 15.9% |
|
ANTM
|
Anthem Inc | 853.4M | 17.9% |
|
PRI
|
Primerica Inc | 509.7M | 10.7% |
|
FNF
|
Fidelity National Financial Inc | 482.0M | 10.1% |
|
AVGO
|
Broadcom Inc | 1.1B | 6.8% |
|
SPGI
|
S&P Global Inc | 881.3M | 5.5% |
|
GOOGL
|
Alphabet Inc - Class A | 729.1M | 4.6% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 51.9M | 58.2% |
|
BHC
|
Bausch Health Companies Inc | 7.8M | 8.7% |
|
ALLY
|
Ally Financial Inc | 6.5M | 7.2% |
|
EQH
|
Equitable Holdings Inc | 260.5M | 28.8% |
|
LAD
|
Lithia Motors, Inc. - Class A | 210.6M | 23.2% |
|
STLA
|
Stellantis N.V | 201.5M | 22.2% |
|
AMR
|
Alpha Metallurgical Resources Inc | 133.9M | 62.1% |
|
CEIX
|
Consol Energy Inc | 30.7M | 14.2% |
|
HCC
|
Warrior Met Coal Inc | 28.6M | 13.2% |
|
FB
|
Meta Platforms Inc - Class A | 139.5M | 16.2% |
|
GOOG
|
Alphabet Inc - Class C | 128.9M | 15.0% |
|
WIX
|
Wix.com Ltd | 103.9M | 12.1% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 9.7B | 31.5% |
|
MSFT
|
Microsoft Corporation | 1.9B | 6.2% |
|
AAPL
|
Apple Inc | 1.2B | 3.8% |
|
MSFT
|
Microsoft Corporation | 3.2B | 12.5% |
|
FB
|
Meta Platforms Inc - Class A | 2.4B | 9.4% |
|
SYK
|
Stryker Corp. | 2.0B | 7.7% |
|
AMZN
|
Amazon.com Inc. | 87.3M | 24.7% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 45.0M | 12.8% |
|
MSFT
|
Microsoft Corporation | 37.5M | 10.6% |
|
FB
|
Meta Platforms Inc - Class A | 613.8M | 19.0% |
|
PDD
|
Pinduoduo Inc - ADR | 422.5M | 13.1% |
|
MSFT
|
Microsoft Corporation | 380.7M | 11.8% |
|
AAPL
|
Apple Inc | 11.1B | 78.0% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 1.7B | 12.1% |
|
GOOG
|
Alphabet Inc - Class C | 780.5M | 5.5% |
|
BAC
|
Bank Of America Corp. | 685.6K | 30.3% |
|
GOOG
|
Alphabet Inc - Class C | 463.5K | 20.5% |
|
GOOGL
|
Alphabet Inc - Class A | 383.9K | 17.0% |
|
MDLZ
|
Mondelez International Inc. - Class A | 1.0B | 21.0% |
|
FICO
|
Fair, Isaac Corp. | 642.1M | 13.5% |
|
INTU
|
Intuit Inc | 636.6M | 13.4% |
|
FB
|
Meta Platforms Inc - Class A | 1.0B | 8.2% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 839.8M | 6.6% |
|
MSFT
|
Microsoft Corporation | 812.0M | 6.4% |
|
PGR
|
Progressive Corp. | 153.7M | 18.6% |
|
BBWI
|
Bath & Body Works Inc | 123.8M | 14.9% |
|
CDW
|
CDW Corp | 113.4M | 13.7% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 706.8M | 7.0% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 644.2M | 6.4% |
|
GOOG
|
Alphabet Inc - Class C | 418.7M | 4.1% |
|
CMG
|
Chipotle Mexican Grill | 2.2B | 20.1% |
|
HLT
|
Hilton Worldwide Holdings Inc | 2.0B | 18.2% |
|
QSR
|
Restaurant Brands International Inc | 1.9B | 17.2% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 221.4M | 55.4% |
|
ALLY
|
Ally Financial Inc | 87.7M | 21.9% |
|
WGO
|
Winnebago Industries, Inc. | 73.7M | 18.4% |
|
FB
|
Meta Platforms Inc - Class A | 96.3M | 25.7% |
|
CACC
|
Credit Acceptance Corp. | 75.9M | 20.3% |
|
CVNA
|
Carvana Co. - Class A | 74.5M | 19.9% |
|
JD
|
JD.com Inc - ADR | 9.9M | 9.5% |
|
BABA
|
Alibaba Group Holding Ltd - ADR | 9.0M | 8.7% |
|
HCA
|
HCA Healthcare Inc | 8.3M | 8.1% |
|
ICE
|
Intercontinental Exchange Inc | 735.8M | 11.4% |
|
SCHW
|
Charles Schwab Corp. | 588.3M | 9.1% |
|
ANTM
|
Anthem Inc | 557.3M | 8.7% |
|
IAC
|
IAC InterActiveCorp. - New | 164.7M | 21.1% |
|
HLT
|
Hilton Worldwide Holdings Inc | 121.7M | 15.6% |
|
FOUR
|
Shift4 Payments Inc - Class A | 105.5M | 13.5% |
|
GE
|
General Electric Co. | 8.2B | 20.7% |
|
CNI
|
Canadian National Railway Co. | 5.2B | 13.1% |
|
CP
|
Canadian Pacific Railway Ltd | 4.8B | 12.2% |
|
PCG
|
PG&E Corp. | 969.7M | 12.4% |
|
AMZN
|
Amazon.com Inc. | 919.9M | 11.7% |
|
MSFT
|
Microsoft Corporation | 742.6M | 9.5% |
|
FB
|
Meta Platforms Inc - Class A | 3.6B | 19.8% |
|
MSFT
|
Microsoft Corporation | 2.2B | 12.3% |
|
GOOGL
|
Alphabet Inc - Class A | 1.6B | 8.5% |
|
DIS
|
Walt Disney Co (The) | 4.0B | 49.3% |
|
JHG
|
Janus Henderson Group plc | 1.0B | 13.1% |
|
GE
|
General Electric Co. | 707.4M | 8.8% |
|
FICO
|
Fair, Isaac Corp. | 1.1B | 30.0% |
|
MA
|
Mastercard Incorporated - Class A | 715.0M | 19.5% |
|
SPGI
|
S&P Global Inc | 704.4M | 19.2% |
|
CRM
|
Salesforce.Com Inc | 1.1B | 23.1% |
|
NSIT
|
Insight Enterprises Inc. | 837.0M | 18.4% |
|
DIS
|
Walt Disney Co (The) | 663.0M | 14.6% |
|
V
|
Visa Inc - Class A | 1.8B | 6.6% |
|
WDAY
|
Workday Inc - Class A | 1.4B | 5.4% |
|
AMZN
|
Amazon.com Inc. | 1.2B | 4.6% |
|
GOOGL
|
Alphabet Inc - Class A | 46.2M | 9.2% |
|
FB
|
Meta Platforms Inc - Class A | 41.4M | 8.3% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 39.5M | 7.9% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 137.6M | 6.9% |
|
GOOG
|
Alphabet Inc - Class C | 115.4M | 5.8% |
|
V
|
Visa Inc - Class A | 101.6M | 5.1% |
|
CNQ
|
Canadian Natural Resources Ltd. | 1.1B | 10.3% |
|
MSFT
|
Microsoft Corporation | 668.6M | 6.0% |
|
GOOG
|
Alphabet Inc - Class C | 556.3M | 5.0% |