4th Quarter of 2024 (Start of October ~ End of December)
- Source: Dataroma
- Based out of 79 superinvestors
- May include more than 10 stocks if the investor’s total is the same
#1
Company Information
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Superinvestors
- Total: 12
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Triple Frond Partners |
15.19% | Add 10.44% | 278,458 |
| Chris Hohn TCI Fund Management |
13.91% | Add 16.71% | 13,993,637 |
| John Armitage Egerton Capital |
8.57% | Add 2.21% | 1,758,009 |
| Lee Ainslie Maverick Capital |
4.74% | Add 1.93% | 624,277 |
| William Von Mueffling Cantillon Capital Management |
3.42% | Add 0.53% | 1,343,400 |
Viking Global Investors |
3.26% | Add 16.92% | 2,390,300 |
Torray Funds |
2.36% | Add 1.28% | 39,010 |
| Thomas Gayner Markel Group |
1.93% | Add 0.87% | 519,480 |
| Robert Vinall RV Capital GmbH |
1.04% | Buy | 11,500 |
First Eagle Investment Management |
0.62% | Add 0.01% | 657,544 |
| Francois Rochon Giverny Capital |
0.04% | Buy | 2,354 |
| Glenn Greenberg Brave Warrior Advisors |
0.01% | Add 142.86% | 1,275 |
#2
Company Information
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Superinvestors
- Total: 7 (Counting as 1 if an investor invests in both “Class A” and “Class C”)
GOOGL (Class A)
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
AltaRock Partners |
13.33% | Add 4.41% | 3,480,801 |
| David Abrams Abrams Capital Management |
6.47% | Add 2.75% | 2,124,130 |
| William Von Mueffling Cantillon Capital Management |
5.13% | Add 0.53% | 4,487,038 |
Viking Global Investors |
2.24% | Add 186.61% | 3,661,375 |
| Thomas Russo Gardner Russo & Quinn |
0.04% | Add 0.15% | 20,466 |
GOOG (Class C)
- Total: 2
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Pat Dorsey Dorsey Asset Management |
12.55% | Add 41.54% | 639,218 |
| Francois Rochon Giverny Capital |
5.26% | Add 16.89% | 755,342 |
#3 (1/3)
Company Information
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Superinvestors
- Total: 6 (Counting as 1 if an investor invests in both “Class A” and “Class B”)
BRK.A (Class A)
- Total: 1
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Francois Rochon Giverny Capital |
0.2% | Add 14.29% | 8 |
BRK.B (Class B)
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Christopher Bloomstran Semper Augustus |
19.29% | Add 0.10% | 238,053 |
| Francois Rochon Giverny Capital |
8.38% | Add 3.32% | 505,550 |
| Harry Burn Sound Shore |
2.38% | Add 21.13% | 158,812 |
| Robert Olstein Olstein Capital Management |
1.04% | Add 8.26% | 13,100 |
| David Katz Matrix Asset Advisors |
0.62% | Add 353.03% | 12,567 |
First Eagle Investment Management |
0.01% | Add 36.75% | 11,356 |
#3 (2/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Seth Klarman Baupost Group |
5.74% | Buy | 1,132,000 |
| Daniel Loeb Third Point |
2.84% | Add 24.35% | 1,200,000 |
| William Von Mueffling Cantillon Capital Management |
2.22% | Add 24.46% | 2,111,673 |
| Francois Rochon Giverny Capital |
0.21% | Buy | 33,708 |
| Thomas Gayner Markel Group |
0.16% | Add 25.44% | 106,000 |
Polen Capital Management |
0% | Buy | 1,238 |
#3 (3/3)
Company Information
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Superinvestors
- Total: 6
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Wallace Weitz Weitz Large Cap Equity Fund |
3.71% | Add 10.42% | 132,500 |
| Bill Nygren Oakmark Select Fund |
3.25% | Buy | 863,000 |
| William Von Mueffling Cantillon Capital Management |
2.83% | Add 0.53% | 1,835,102 |
AKO Capital |
2.56% | Add 32.09% | 726,246 |
Valley Forge Capital Management |
0.81% | Buy | 144,000 |
| Robert Olstein Olstein Capital Management |
0.58% | Add 62.50% | 13,000 |
#6 (1/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Michael Burry Scion Asset Management |
9.39% | Buy | 75,000 |
| David Tepper Appaloosa Management |
8.04% | Add 1.04% | 5,356,132 |
| Robert Vinall RV Capital GmbH |
7.18% | Add 8.17% | 345,489 |
| Norbert Lou Punch Card Management |
4% | Buy | 130,000 |
| Chase Coleman Tiger Global Management |
0.96% | Buy | 2,628,681 |
#6 (2/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Prem Watsa Fairfax Financial Holdings |
7.82% | Buy | 2,712,000 |
| Richard Pzena Hancock Classic Value |
5.22% | Add 15.47% | 870,779 |
| Christopher Davis Davis Advisors |
2.97% | Add 2998.12% | 11,385,950 |
| Samantha McLemore Patient Capital Management |
2.69% | Add 68.83% | 1,298,429 |
Dodge & Cox |
1.89% | Add 9.16% | 46,043,300 |
#6 (3/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Dennis Hong ShawSpring Partners |
8.63% | Buy | 909,803 |
| Chuck Akre Akre Capital Management |
5.77% | Add 4.25% | 9,313,880 |
| Wallace Weitz Weitz Large Cap Equity Fund |
3.44% | Add 0.62% | 437,700 |
Polen Capital Management |
1.26% | Buy | 6,497,188 |
| Chase Coleman Tiger Global Management |
0.88% | Buy | 3,245,109 |
#6 (4/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| John Armitage Egerton Capital |
5.61% | Add 3.41% | 1,877,383 |
| William Von Mueffling Cantillon Capital Management |
3.76% | Add 0.53% | 2,410,178 |
| Stephen Mandel Lone Pine Capital |
3.67% | Buy | 1,912,519 |
| Daniel Loeb Third Point |
3.06% | Add 70.59% | 870,000 |
| Lee Ainslie Maverick Capital |
1.12% | Add 9.54% | 239,601 |
#6 (5/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Lee Ainslie Maverick Capital |
4.41% | Add 100.89% | 1,239,457 |
| William Von Mueffling Cantillon Capital Management |
3.59% | Add 0.53% | 3,011,664 |
Viking Global Investors |
2.61% | Buy | 4,089,619 |
| Francois Rochon Giverny Capital |
0.11% | Add 0.60% | 14,638 |
Jensen Investment Management |
0.04% | Add 0.83% | 20,538 |
#6 (6/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Viking Global Investors |
3.11% | Buy | 1,900,457 |
| Robert Olstein Olstein Capital Management |
1.35% | Add 26.67% | 15,200 |
Dodge & Cox |
1.27% | Add 4.43% | 2,757,360 |
| Thomas Gayner Markel Group |
0.12% | Add 11.01% | 26,714 |
| Francois Rochon Giverny Capital |
0.04% | Buy | 2,364 |
#6 (7/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Stephen Mandel Lone Pine Capital |
4.39% | Add 59.84% | 6,475,057 |
| Christopher Bloomstran Semper Augustus |
3.81% | Add 0.10% | 233,742 |
| Francois Rochon Giverny Capital |
2.5% | Add 4.37% | 749,372 |
Viking Global Investors |
1.58% | Add 220.93% | 5,344,064 |
| Thomas Gayner Markel Group |
0.5% | Add 2.83% | 617,318 |
#6 (8/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Lee Ainslie Maverick Capital |
3.46% | Add 18.24% | 587,721 |
| Daniel Loeb Third Point |
2.91% | Add 35.05% | 655,000 |
Meridian Contrarian Fund |
2.38% | Add 15.03% | 38,256 |
| Thomas Gayner Markel Group |
1.53% | Add 2.31% | 532,404 |
| John Armitage Egerton Capital |
0.97% | Buy | 257,710 |
#6 (9/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
Viking Global Investors |
3.52% | Add 23.83% | 24,715,946 |
| Francois Rochon Giverny Capital |
1.61% | Add 1.10% | 1,000,978 |
| David Katz Matrix Asset Advisors |
0.31% | Add 912.55% | 63,801 |
| Christopher Davis Davis Advisors |
0.3% | Add 0.06% | 1,170,435 |
Kahn Brothers Group |
0.19% | Add 4.60% | 19,430 |
#6 (10/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| Thomas Russo Gardner Russo & Quinn |
2.83% | Add 9.31% | 4,150,867 |
| William Von Mueffling Cantillon Capital Management |
1.47% | Add 0.54% | 4,044,244 |
| David Tepper Appaloosa Management |
1.4% | Add 6.38% | 1,500,000 |
| Thomas Gayner Markel Group |
0.06% | Add 23.86% | 109,000 |
| Lee Ainslie Maverick Capital |
0.05% | Buy | 42,918 |
#6 (11/11)
Company Information
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Superinvestors
- Total: 5
| Superinvestors | % of Portfolio |
Bought Activity |
Total Shares |
|---|---|---|---|
| William Von Mueffling Cantillon Capital Management |
2.87% | Add 0.53% | 1,323,228 |
Viking Global Investors |
0.84% | Add 27.94% | 720,364 |
| Thomas Gayner Markel Group |
0.4% | Add 5.04% | 126,200 |
| David Katz Matrix Asset Advisors |
0.03% | Buy | 691 |
Jensen Investment Management |
0.03% | Add 0.80% | 8,830 |