Overview
New

Abrams Capital

David Abrams Q3 2024   Total: $6.2B
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%
New

Akre Capital Management

Chuck Akre Q3 2024   Total: $12.0B
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%
New

AltaRock Partners

Mark Massey Q3 2024   Total: $5.1B
TDG
Transdigm Group Incorporated 1.5B 29.5%
AMZN
Amazon.com Inc. 1.0B 19.8%
MSFT
Microsoft Corporation 832.6M 16.4%
New

Appaloosa Management

David Tepper Q3 2024   Total: $6.7B
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%
New

Aspex Management

LI Ho Kei Q3 2024   Total: $3.8M
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%
New

Baillie Gifford

Andrew Driver Q3 2024   Total: $133.6B
MELI
MercadoLibre Inc 9.6B 7.2%
NVDA
NVIDIA Corp 7.7B 5.8%
AMZN
Amazon.com Inc. 7.2B 5.4%
New

Berkshire Hathaway

Warren Buffett Q3 2024   Total: $266.4B
AAPL
Apple Inc 69.9B 26.2%
AXP
American Express Co. 41.1B 15.4%
BAC
Bank Of America Corp. 31.7B 11.9%
New

Bill & Melinda Gates Foundation

Bill Gates Q3 2024   Total: $45.1B
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%
New

Brave Warrior Advisors

Glenn Greenberg Q3 2024   Total: $4.8B
ANTM
Anthem Inc 853.5M 17.7%
DFS
Discover Financial Services 484.7M 10.1%
SNX
TD Synnex Corp 443.8M 9.2%
New

Cantillon Capital Management

William Von Mueffling Q3 2024   Total: $16.4B
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%
New

Chou Associates

Francis Chou Q3 2024   Total: $159.6M
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%
New

Conifer Management

Greg Alexander Q3 2024   Total: $873.6M
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%
New

Dalal Street

Mohnish Pabrai Q3 2024   Total: $246.9M
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%
New

Dorsey Asset Management

Pat Dorsey Q3 2024   Total: $927.6M
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%
New

First Manhattan Co.

Robert Gottesman Q3 2024   Total: $33.7B
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%
New

Fundsmith LLP

Terry Smith Q3 2024   Total: $25.3B
MSFT
Microsoft Corporation 3.0B 11.7%
FB
Meta Platforms Inc - Class A 2.8B 11.0%
SYK
Stryker Corp. 1.9B 7.6%
New

Greenlea Lane Capital

Josh Tarasoff Q3 2024   Total: $329.5M
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%
New

Greenwoods Asset Management

George JIANG Q3 2024   Total: $3.2B
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%
New

H&H International Investment

Duan Yongping Q3 2024   Total: $16.5B
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%
New

Himalaya Capital

Li Lu Q3 2024   Total: $2.5B
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%
New

Lone Pine Capital

Stephen Mandel Q3 2024   Total: $13.4B
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%
New

Makaira Partners

Thomas Bancroft III Q3 2024   Total: $777.7M
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%
New

Markel Corp

Thomas Gayner Q3 2024   Total: $11.1B
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%
New

Pershing Square

Bill Ackman Q3 2024   Total: $12.9B
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%
New

Punch Card Management

Norbert Lou Q3 2024   Total: $334.6M
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%
New

RV Capital GmbH

Robert Vinall Q3 2024   Total: $484.9M
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%
New

Scion Asset Management

Michael Burry Q3 2024   Total: $129.8M
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%
New

Sequoia Fund

Ruane Cunniff Goldfarb Q3 2024   Total: $6.4B
ICE
Intercontinental Exchange Inc 805.2M 12.6%
UNH
Unitedhealth Group Inc 565.0M 8.8%
ANTM
Anthem Inc 522.4M 8.2%
New

ShawSpring Partners

Dennis Hong Q3 2024   Total: $791.6M
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%
New

TCI Fund Management

Chris Hohn Q3 2024   Total: $44.0B
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%
New

Third Point

Daniel Loeb Q3 2024   Total: $7.4B
PCG
PG&E Corp. 983.6M 13.2%
AMZN
Amazon.com Inc. 689.4M 9.3%
DHR
Danaher Corp. 542.1M 7.3%
New

Tiger Global Management

Chase Coleman III Q3 2024   Total: $23.4B
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%
New

Trian Fund Management

Nelson Peltz Q3 2024   Total: $3.9B
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%
New

Valley Forge Capital

Dev Kantesaria Q3 2024   Total: $4.5B
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%
New

ValueAct Holdings

Jeff Ubben Q3 2024   Total: $4.4B
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%
New

Viking Global Investors

Ole Andreas Halvorsen Q3 2024   Total: $27.4B
USB
U.S. Bancorp. 1.5B 5.6%
ADBE
Adobe Inc 1.4B 4.9%
AAPL
Apple Inc 1.1B 4.1%
New

Wedgewood Partners

David Rolfe Q3 2024   Total: $550.8M
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%
New

Weitz Investment Management

Wallace Weitz Q3 2024   Total: $2.0B
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%

Yacktman Asset Management

Stephen Yacktman Q3 2024   Total: $9.7B
CNQ
Canadian Natural Resources Ltd. 963.3M 9.9%
MSFT
Microsoft Corporation 537.2M 5.5%
PG
Procter & Gamble Co. 378.0M 3.9%