4th Quarter of 2023 (Start of October ~ End of December)
- Source: Dataroma
- Based out of 80 superinvestors
- May include more than 10 stocks if the investor’s total is the same
#1
Company Information
Chart
- GOOGL (Class A)
![GOOGL Y23-Q4 Stock Chart]()
- GOOG (Class C)
![GOOG Y23-Q4 Stock Chart]()
Superinvestors
- Total 10 (Counting as 1 if an investor invests in both “Class A” and “Class C”)
GOOGL (Class A)
- Total: 8
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Michael Burry Scion Asset Management |
5.17% | Buy | 35,000 |
Torray Funds |
4.09% | Add 0.22% | 180,997 |
| Francois Rochon Giverny Capital |
1.83% | Add 19.33% | 279,386 |
Viking Global Investors |
1.69% | Buy | 3,293,461 |
| Glenn Greenberg Brave Warrior Advisors |
0.07% | Add 0.09% | 21,858 |
| Lee Ainslie Maverick Capital |
0.07% | Add 30.60% | 23,498 |
| Chris Hohn TCI Fund Management |
0.06% | Buy | 157,400 |
| Thomas Russo Gardner Russo & Quinn |
0.03% | Add 0.90% | 22,530 |
GOOG (Class C)
- Total: 3
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
First Eagle Investment Management |
2.26% | Add 0.36% | 6,711,269 |
Torray Funds |
0.18% | Add 6.29% | 7,693 |
Lindsell Train |
0.05% | Buy | 16,850 |
#2
Company Information
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Superinvestors
- Total: 8
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| David Tepper Appaloosa Management |
11.3% | Add 3.98% | 1,700,000 |
| Chris Hohn TCI Fund Management |
11.12% | Buy | 10,638,165 |
Polen Capital Management |
9.03% | Add 39.21% | 9,955,582 |
| John Armitage Egerton Capital |
7.01% | Add 32.29% | 1,720,966 |
AKO Capital |
5.97% | Add 13.53% | 1,115,552 |
Torray Funds |
2.55% | Add 1.16% | 41,885 |
| Thomas Gayner Markel Asset Management |
2.04% | Add 1.22% | 498,480 |
| Thomas Russo Gardner Russo & Quinn |
0.02% | Add 144.75% | 5,218 |
#3 (1/4)
Company Information
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| David Tepper Appaloosa Management |
10.61% | Add 5.33% | 3,950,000 |
| John Armitage Egerton Capital |
7.65% | Add 826.28% | 4,649,234 |
| Chase Coleman Tiger Global Management |
5.28% | Add 24.08% | 4,882,480 |
| Michael Burry Scion Asset Management |
4.82% | Buy | 30,000 |
| Lee Ainslie Maverick Capital |
4.5% | Add 3.65% | 1,435,882 |
| Thomas Gayner Markel Asset Management |
3.35% | Add 0.29% | 2,030,760 |
Torray Funds |
2.07% | Add 0.71% | 84,322 |
#3 (2/4)
Company Information
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Triple Frond Partners |
18.4% | Add 4.27% | 398,045 |
| Bryan Lawrence Oakcliff Capital |
9.41% | Add 8.15% | 38,474 |
| Tom Bancroft Makaira Partners |
8.29% | Buy | 161,935 |
AltaRock Partners |
4.97% | Add 15.28% | 573,760 |
| Wallace Weitz Weitz Value Fund |
2.47% | Add 22.22% | 55,000 |
| Lee Ainslie Maverick Capital |
0.01% | Buy | 646 |
First Eagle Investment Management |
0% | Add 0.38% | 529 |
#3 (3/4)
Company Information
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Superinvestors
- Total: 7
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| John Armitage Egerton Capital |
10.35% | Add 9.73% | 3,668,500 |
| David Rolfe Wedgewood Partners |
7.73% | Add 12.10% | 133,223 |
Valley Forge Capital Management |
6.75% | Add 0.78% | 912,017 |
| Francois Rochon Giverny Capital |
4.61% | Add 1.54% | 377,092 |
Torray Funds |
1.08% | Add 0.89% | 25,631 |
Lindsell Train |
0.04% | Add 5.48% | 7,700 |
| David Katz Matrix Asset Advisors |
0.03% | Add 1.12% | 993 |
#3 (4/4)
- Company Name: Berkshire Hathaway Inc.
- Traded as:
- Sector: Finance
- Industry: Insurance - Diversified
- International Securities Identification Number (ISIN):
- BRK.A (Class A): US0846701086
- BRK.B (Class B): US0846707026
- Website: www.berkshirehathaway.com
- Overview: Berkshire Hathaway Inc. is a holding company owning subsidiaries engaged in numerous diverse business activities. The most important of these are insurance businesses conducted on both a primary basis and a reinsurance basis, a freight rail transportation business and a group of utility and energy generation and distribution businesses. Berkshire also owns and operates numerous other businesses engaged in a variety of manufacturing, services, retailing and other activities. Berkshire is domiciled in the state of Delaware, and its corporate headquarters is in Omaha, Nebraska. Form 10-K
- BRK.A (Class A)
![BRK.A Y23-Q4 Stock Chart]()
- BRK.B (Class B)
![BRK.B Y23-Q4 Stock Chart]()
Superinvestors
- Total 7 (Counting as 1 if an investor invests in both “Class A” and “Class B”)
BRK.A (Class A)
- Total: 2
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Josh Tarasoff Greenlea Lane Capital |
11.93% | Buy | 71 |
| Francois Rochon Giverny Capital |
0.18% | Add 16.67% | 7 |
BRK.B (Class B)
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Christopher Bloomstran Semper Augustus |
17.43% | Add 0.87% | 233,545 |
| Francois Rochon Giverny Capital |
8.11% | Add 1.59% | 483,856 |
| Harry Burn Sound Shore |
2.84% | Add 13.13% | 229,820 |
| Bruce Berkowitz Fairholme Capital |
2.81% | Add 139.81% | 122,958 |
| David Katz Matrix Asset Advisors |
0.12% | Add 1.11% | 2,744 |
First Eagle Investment Management |
0% | Add 17970.00% | 1,807 |
#7 (1/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Thomas Gayner Markel Asset Management |
2.57% | Add 0.33% | 1,225,890 |
Torray Funds |
2.1% | Add 2.74% | 67,337 |
Mairs & Power Growth Fund |
1.56% | Buy | 405,000 |
| Terry Smith Fundsmith |
1.08% | Add 0.10% | 1,334,585 |
| Christopher Bloomstran Semper Augustus |
0.17% | Add 32.48% | 4,250 |
| Thomas Russo Gardner Russo & Quinn |
0.02% | Add 13.72% | 9,274 |
#7 (2/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Greenhaven Associates |
8.82% | Add 3.68% | 23,038,258 |
| Samantha McLemore Patient Capital Management |
3.56% | Add 15.12% | 1,866,367 |
| Harry Burn Sound Shore |
3.39% | Add 9.85% | 2,721,522 |
| Robert Olstein Olstein Capital Management |
1.7% | Add 11.07% | 281,000 |
| David Tepper Appaloosa Management |
0.17% | Buy | 265,000 |
| Lee Ainslie Maverick Capital |
0.01% | Buy | 8,231 |
#7 (3/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Charles Bobrinskoy Ariel Focus Fund |
4.74% | Add 12.19% | 92,757 |
| Francois Rochon Giverny Capital |
1.63% | Add 0.19% | 1,029,334 |
Kahn Brothers Group |
0.22% | Add 7.65% | 40,985 |
| David Katz Matrix Asset Advisors |
0.03% | Add 0.01% | 7,401 |
| Glenn Greenberg Brave Warrior Advisors |
0.02% | Add 55.05% | 22,532 |
| Lee Ainslie Maverick Capital |
0.01% | Buy | 19,453 |
#10 (1/7)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Pat Dorsey Dorsey Asset Management |
9.35% | Buy | 314,516 |
| Wallace Weitz Weitz Value Fund |
4.48% | Add 6.35% | 167,500 |
| Lee Ainslie Maverick Capital |
1.37% | Add 99.45% | 288,116 |
ValueAct Capital |
0.93% | Add 69.49% | 200,000 |
Torray Funds |
0.75% | Add 2.70% | 19,958 |
#10 (2/7)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Pat Dorsey Dorsey Asset Management |
9.35% | Buy | 314,516 |
| Wallace Weitz Weitz Value Fund |
4.48% | Add 6.35% | 167,500 |
| Lee Ainslie Maverick Capital |
1.37% | Add 99.45% | 288,116 |
ValueAct Capital |
0.93% | Add 69.49% | 200,000 |
Torray Funds |
0.75% | Add 2.70% | 19,958 |
#10 (3/7)
Company Information
Chart
Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Pat Dorsey Dorsey Asset Management |
9.35% | Buy | 314,516 |
| Wallace Weitz Weitz Value Fund |
4.48% | Add 6.35% | 167,500 |
| Lee Ainslie Maverick Capital |
1.37% | Add 99.45% | 288,116 |
ValueAct Capital |
0.93% | Add 69.49% | 200,000 |
Torray Funds |
0.75% | Add 2.70% | 19,958 |
#10 (4/7)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Mason Hawkins Longleaf Partners |
5.92% | Add 26.16% | 1,174,817 |
| Harry Burn Sound Shore |
3.2% | Add 23.22% | 1,534,490 |
| Wallace Weitz Weitz Value Fund |
1.39% | Add 47.37% | 200,000 |
| Robert Olstein Olstein Capital Management |
1.07% | Add 3.92% | 106,000 |
| Lee Ainslie Maverick Capital |
0.02% | Buy | 15,059 |
#10 (5/7)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Bill Nygren Oakmark Select Fund |
8.56% | Add 10.51% | 5,282,352 |
| William Von Mueffling Cantillon Capital Management |
3.24% | Add 13.09% | 5,215,510 |
Third Avenue Management |
2.78% | Add 0.72% | 182,200 |
Viking Global Investors |
1.3% | Add 52.09% | 3,809,555 |
| Lee Ainslie Maverick Capital |
1.07% | Add 35.36% | 557,201 |
#10 (6/7)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Bill Nygren Oakmark Select Fund |
6.05% | Add 5.38% | 5,047,940 |
Dodge & Cox |
4.1% | Add 9.45% | 57,921,035 |
| Francois Rochon Giverny Capital |
2.7% | Add 3.65% | 833,904 |
| Lee Ainslie Maverick Capital |
1.38% | Add 48.87% | 970,217 |
| Thomas Gayner Markel Asset Management |
1% | Add 4.54% | 1,334,766 |
#10 (7/7)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Greenhaven Associates |
8.57% | Add 0.10% | 4,723,504 |
Mairs & Power Growth Fund |
4.29% | Add 3.36% | 1,263,000 |
| Thomas Gayner Markel Asset Management |
0.47% | Add 4.55% | 252,550 |
| Francois Rochon Giverny Capital |
0.29% | Add 0.46% | 36,773 |
| Lee Ainslie Maverick Capital |
0.01% | Buy | 3,575 |