Overview
|
LAD
|
Lithia Motors, Inc. - Class A | 825.9M | 13.5% |
|
ABG
|
Asbury Automotive Group Inc | 503.0M | 8.2% |
|
TPX
|
Tempur Sealy International Inc | 397.8M | 6.5% |
|
MA
|
Mastercard Incorporated - Class A | 1.9B | 18.1% |
|
KKR
|
KKR & Co. Inc. | 1.2B | 11.5% |
|
MCO
|
Moody`s Corp. | 1.2B | 11.3% |
|
TDG
|
Transdigm Group Incorporated | 1.5B | 27.2% |
|
AMZN
|
Amazon.com Inc. | 1.4B | 25.1% |
|
MSFT
|
Microsoft Corporation | 1.3B | 23.4% |
Appaloosa Management
David Tepper Q2 2025 Total: $6.4B|
BABA
|
Alibaba Group Holding Ltd - ADR | 801.5M | 12.4% |
|
UNH
|
Unitedhealth Group Inc | 764.3M | 11.9% |
|
AMZN
|
Amazon.com Inc. | 592.4M | 9.2% |
Aquamarine Capital
Guy Spier Q2 2025 Total: $309.8K|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 68.3K | 22.0% |
|
AXP
|
American Express Co. | 67.0K | 21.6% |
|
MA
|
Mastercard Incorporated - Class A | 36.9K | 11.9% |
|
SE
|
Sea Ltd - ADR | 828.6K | 18.0% |
|
FUTU
|
Futu Holdings Ltd - ADR | 419.4K | 9.1% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 395.6K | 8.6% |
|
MELI
|
MercadoLibre Inc | 9.2B | 6.8% |
|
NVDA
|
NVIDIA Corp | 7.8B | 5.8% |
|
SPOT
|
Spotify Technology S.A. | 7.4B | 5.5% |
|
AAPL
|
Apple Inc | 57.4B | 22.3% |
|
AXP
|
American Express Co. | 48.4B | 18.8% |
|
BAC
|
Bank Of America Corp. | 28.6B | 11.1% |
|
MSFT
|
Microsoft Corporation | 13.0B | 27.3% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 11.7B | 24.5% |
|
WM
|
Waste Management, Inc. | 7.4B | 15.4% |
|
SNX
|
TD Synnex Corp | 511.4M | 11.7% |
|
OMF
|
OneMain Holdings Inc | 448.6M | 10.3% |
|
ANTM
|
Anthem Inc | 431.6M | 9.9% |
Cantillon Capital Management
William Von Mueffling Q2 2025 Total: $17.3B|
AVGO
|
Broadcom Inc | 1.5B | 8.7% |
|
SPGI
|
S&P Global Inc | 928.9M | 5.4% |
|
GOOGL
|
Alphabet Inc - Class A | 745.4M | 4.3% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 62.7M | 34.3% |
|
SIRI
|
Sirius XM Holdings Inc | 16.1M | 8.8% |
|
GOOG
|
Alphabet Inc - Class C | 14.6M | 8.0% |
|
EQH
|
Equitable Holdings Inc | 280.5M | 36.5% |
|
GPI
|
Group 1 Automotive, Inc. | 248.2M | 32.3% |
|
LAD
|
Lithia Motors, Inc. - Class A | 168.9M | 22.0% |
|
HCC
|
Warrior Met Coal Inc | 82.5M | 30.4% |
|
VAL
|
Valaris Ltd | 79.3M | 29.2% |
|
AMR
|
Alpha Metallurgical Resources Inc | 51.8M | 19.1% |
|
DHR
|
Danaher Corp. | 183.1M | 16.4% |
|
FB
|
Meta Platforms Inc - Class A | 180.9M | 16.2% |
|
AER
|
Aercap Holdings N.V. | 159.3M | 14.3% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 10.4B | 29.5% |
|
MSFT
|
Microsoft Corporation | 2.2B | 6.2% |
|
KKR
|
KKR & Co. Inc. | 1.2B | 3.3% |
|
FB
|
Meta Platforms Inc - Class A | 2.6B | 11.4% |
|
MSFT
|
Microsoft Corporation | 2.5B | 10.7% |
|
SYK
|
Stryker Corp. | 1.9B | 8.0% |
|
AMZN
|
Amazon.com Inc. | 71.2M | 17.2% |
|
BAM
|
Brookfield Asset Management Inc. - Class A | 58.9M | 14.2% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 48.8M | 11.8% |
|
FB
|
Meta Platforms Inc - Class A | 731.7M | 25.5% |
|
NTES
|
NetEase Inc - ADR | 469.1M | 16.3% |
|
YMM
|
Full Truck Alliance Co Ltd - ADR | 340.1M | 11.8% |
|
AAPL
|
Apple Inc | 7.2B | 62.5% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 1.6B | 14.2% |
|
PDD
|
Pinduoduo Inc - ADR | 906.6M | 7.9% |
|
BAC
|
Bank Of America Corp. | 493.6M | 18.4% |
|
PDD
|
Pinduoduo Inc - ADR | 482.3M | 17.9% |
|
GOOGL
|
Alphabet Inc - Class A | 448.2M | 16.7% |
|
INTU
|
Intuit Inc | 524.4M | 12.4% |
|
DIS
|
Walt Disney Co (The) | 506.9M | 11.9% |
|
FICO
|
Fair, Isaac Corp. | 407.8M | 9.6% |
|
VST
|
Vistra Corp | 1.3B | 8.9% |
|
FB
|
Meta Platforms Inc - Class A | 1.2B | 8.7% |
|
AMZN
|
Amazon.com Inc. | 1.1B | 7.9% |
|
CHTR
|
Charter Communications Inc. - Class A | 81.8M | 24.9% |
|
BBWI
|
Bath & Body Works Inc | 55.1M | 16.8% |
|
DPZ
|
Dominos Pizza Inc | 29.3M | 8.9% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 811.9M | 6.9% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 744.2M | 6.3% |
|
GOOG
|
Alphabet Inc - Class C | 487.8M | 4.1% |
|
UBER
|
Uber Technologies Inc | 2.8B | 20.6% |
|
QSR
|
Restaurant Brands International Inc | 1.5B | 11.1% |
|
AMZN
|
Amazon.com Inc. | 1.3B | 9.3% |
|
BRK.A
|
Berkshire Hathaway Inc. - Class A | 105.7M | 34.1% |
|
SGOV
|
iShares Trust - iShares 0-3 Month Treasury Bond ETF | 57.0M | 18.4% |
|
CROX
|
Crocs Inc | 53.8M | 17.4% |
RV Capital GmbH
Robert Vinall Q2 2025 Total: $540.2M|
CVNA
|
Carvana Co. - Class A | 172.0M | 31.8% |
|
FB
|
Meta Platforms Inc - Class A | 105.5M | 19.5% |
|
CACC
|
Credit Acceptance Corp. | 65.7M | 12.2% |
|
UNH
|
Unitedhealth Group Inc | 115.4M | 20.0% |
|
REGN
|
Regeneron Pharmaceuticals, Inc. | 112.9M | 19.5% |
|
LULU
|
Lululemon Athletica inc. | 106.9M | 18.5% |
|
SCHW
|
Charles Schwab Corp. | 602.1M | 10.3% |
|
FWONK
|
Liberty Media Corp. (Tracking Stock -Liberty Formula 1) Series C | 586.3M | 10.1% |
|
ICE
|
Intercontinental Exchange Inc | 508.0M | 8.7% |
|
INTU
|
Intuit Inc | 109.3M | 13.8% |
|
CSGP
|
Costar Group, Inc. | 109.0M | 13.8% |
|
PCOR
|
Procore Technologies Inc | 106.8M | 13.5% |
|
GE
|
General Electric Co. | 12.2B | 24.1% |
|
MSFT
|
Microsoft Corporation | 8.7B | 17.2% |
|
V
|
Visa Inc - Class A | 6.8B | 13.4% |
|
PCG
|
PG&E Corp. | 712.3M | 9.3% |
|
AMZN
|
Amazon.com Inc. | 594.5M | 7.8% |
|
NVDA
|
NVIDIA Corp | 442.4M | 5.8% |
|
FB
|
Meta Platforms Inc - Class A | 5.6B | 16.3% |
|
MSFT
|
Microsoft Corporation | 3.3B | 9.6% |
|
SE
|
Sea Ltd - ADR | 2.6B | 7.5% |
|
JHG
|
Janus Henderson Group plc | 1.2B | 32.6% |
|
GE
|
General Electric Co. | 1.0B | 27.4% |
|
WEN
|
Wendy`s Co - Class A | 347.6M | 9.2% |
|
FICO
|
Fair, Isaac Corp. | 1.4B | 31.0% |
|
SPGI
|
S&P Global Inc | 925.4M | 20.4% |
|
MA
|
Mastercard Incorporated - Class A | 834.4M | 18.4% |
|
AMZN
|
Amazon.com Inc. | 849.6M | 15.2% |
|
CRM
|
Salesforce.Com Inc | 790.4M | 14.1% |
|
DIS
|
Walt Disney Co (The) | 630.9M | 11.3% |
|
BAC
|
Bank Of America Corp. | 1.5B | 4.3% |
|
SCHW
|
Charles Schwab Corp. | 1.4B | 4.2% |
|
COF
|
Capital One Financial Corp. | 1.2B | 3.5% |
|
FB
|
Meta Platforms Inc - Class A | 53.0M | 10.3% |
|
TSM
|
Taiwan Semiconductor Manufacturing - ADR | 47.2M | 9.2% |
|
MSFT
|
Microsoft Corporation | 41.0M | 8.0% |
|
BRK.B
|
Berkshire Hathaway Inc. - Class B | 139.3M | 7.5% |
|
V
|
Visa Inc - Class A | 105.8M | 5.7% |
|
DHR
|
Danaher Corp. | 104.1M | 5.6% |
|
CNQ
|
Canadian Natural Resources Ltd. | 694.8M | 9.3% |
|
MSFT
|
Microsoft Corporation | 549.8M | 7.4% |
|
SCHW
|
Charles Schwab Corp. | 416.5M | 5.6% |