Superinvestor Portfolios - Value Investors | Best Investors - Sep 2024 (2024)

List of Value Investing Gurus - PORTFOLIOS

Superinvestor

Portfolio

Stocks

Last updated

Jim Cullen - Cullen Value Fund

$22M+

41

28 Aug 2024

Christopher Davis - Clipper Fund

$1B+

31

28 Aug 2024

Bill Nygren - Oakmark Select Fund

$5B+

21

28 Aug 2024

$105B+

78

27 Aug 2024

Mason Hawkins - Longleaf Partners

$1B+

18

27 Aug 2024

Independent Franchise Partners - US Equity Fund

$1B+

30

27 Aug 2024

Mark A. Hillman - Hillman Value Fund

$226M+

39

26 Aug 2024

John W. Rogers Jr. - Ariel Appreciation Fund

$963M+

45

26 Aug 2024

Wallace Weitz - Weitz Value Fund

$889M+

31

26 Aug 2024

Charles Bobrinskoy - Ariel Focus Fund

$37M+

15

26 Aug 2024

Francois Rochon - Giverny Capital

$2B+

50

23 Aug 2024

$3B+

25

20 Aug 2024

David Katz - Matrix Advisors Value Fund

$65M+

32

19 Aug 2024

Fred Martin - Disciplined Growth Investors

$5B+

66

15 Aug 2024

C.T. Fitzpatrick - Vulcan Value Partners

$7B+

45

15 Aug 2024

Charles Jigarjian - 7G Capital Management

$222M+

7

15 Aug 2024

Pat Dorsey - Dorsey Asset Management

$839M+

11

14 Aug 2024

Ravenel Boykin Curry IV - Eagle Capital Management

$26B+

52

14 Aug 2024

Dennis Hong - ShawSpring Partners

$693M+

10

14 Aug 2024

Daniel Loeb - Third Point

$8B+

44

14 Aug 2024

David Tepper - Appaloosa Management

$6B+

37

14 Aug 2024

Greg Alexander - Conifer Management

$815M+

6

14 Aug 2024

Henry Ellenbogen - Durable Capital Partners

$12B+

49

14 Aug 2024

Quincy Lee - Ancient Art (Teton Capital)

$390M+

17

14 Aug 2024

Chris Hohn - TCI Fund Management

$40B+

10

14 Aug 2024

Francis Chou - Chou Associates Management

$139M+

30

14 Aug 2024

Ole Andreas Halvorsen - Viking Global Investors

$26B+

82

14 Aug 2024

Stephen Mandel - Lone Pine Capital

$12B+

24

14 Aug 2024

Terry Smith - Fundsmith

$24B+

40

14 Aug 2024

Christopher Bloomstran - Semper Augustus Investments Group

$559M+

39

14 Aug 2024

David Einhorn - Greenlight Capital

$2B+

39

14 Aug 2024

Jeffrey Ubben - ValueAct Holdings

$3B+

10

14 Aug 2024

Frederick (Shad) Rowe - Greenbrier Partners Capital Management

$1B+

13

14 Aug 2024

Chase Coleman III - Tiger Global Management

$21B+

44

14 Aug 2024

Howard Marks - Oaktree Capital Management

$5B+

51

14 Aug 2024

Warren Buffett - Berkshire Hathaway

$279B+

41

14 Aug 2024

$47B+

23

14 Aug 2024

Alex Roepers - Atlantic Investment Management

$221M+

12

14 Aug 2024

Thomas Graham, Alan, Irving Kahns - Kahn Brothers Group

$594M+

52

14 Aug 2024

Robert Karr - Joho Capital

$706M+

12

14 Aug 2024

Nelson Peltz - Trian Fund Management

$3B+

11

14 Aug 2024

Josh Tarasoff - Greenlea Lane Capital Management

$366M+

9

14 Aug 2024

Prem Watsa - Fairfax Financial Holdings

$1B+

38

14 Aug 2024

Brian Bares - Bares Capital Management

$2B+

29

14 Aug 2024

Norbert Lou - Punch Card Management

$338M+

4

14 Aug 2024

Clifford Sosin - CAS Investment Partners

$1B+

5

14 Aug 2024

Connor Haley - Alta Fox Capital Management

$157M+

13

14 Aug 2024

Andrew Brenton - Turtle Creek Asset Management

$3B+

39

14 Aug 2024

Michael Burry - Scion Asset Management

$52M+

10

14 Aug 2024

Glenn Greenberg - Brave Warrior Advisors

$4B+

27

14 Aug 2024

Stuart Mclaughlin - Triple Frond Partners

$852M+

11

14 Aug 2024

Mark Massey - AltaRock Partners

$4B+

9

14 Aug 2024

Bryan R. Lawrence - Oakcliff Capital Partners

$186M+

10

14 Aug 2024

Carl Icahn - Icahn Capital Management

$10B+

14

14 Aug 2024

Glenn W. Welling - Engaged Capital

$583M+

12

14 Aug 2024

Bruce Berkowitz - Fairholme Capital Management

$1B+

7

14 Aug 2024

Bill Ackman - Pershing Square Capital Management

$10B+

9

14 Aug 2024

Adam Wyden - ADW Capital Management

$414M+

5

14 Aug 2024

$16B+

9

14 Aug 2024

Li Lu - Himalaya Capital Management

$2B+

7

14 Aug 2024

$9B+

77

13 Aug 2024

Bill Miller - Miller Value Partners

$149M+

28

13 Aug 2024

B. Tweedy, Ch. Browne - Tweedy, Browne Co All Funds (US)

$2B+

44

13 Aug 2024

Sarah Ketterer - Causeway Capital Management

$3B+

90

13 Aug 2024

Nathaniel Simons - Meritage Group

$3B+

60

13 Aug 2024

Harry Burn - Sound Shore Management

$2B+

39

13 Aug 2024

Nicolai Tangen - AKO Capital

$7B+

26

13 Aug 2024

Marty Whitman - Third Avenue Management

$582M+

59

13 Aug 2024

Paul Isaac - Arbiter Partners Capital Management

$49M+

25

13 Aug 2024

Chuck Akre - Akre Capital Management

$11B+

19

13 Aug 2024

$5B+

48

13 Aug 2024

Seth Klarman - Baupost Group

$3B+

23

13 Aug 2024

John Armitage - Egerton Capital

$9B+

See Also
Dividend.com

26

13 Aug 2024

David Jeffrey Fear - Thunderbird Partners

$420M+

11

13 Aug 2024

Mohnish Pabrai - Dalal Street

$232M+

4

13 Aug 2024

David Rolfe - Wedgewood Partners

$490M+

19

13 Aug 2024

David M. Polen - Polen Capital Management

$39B+

110

12 Aug 2024

Parnassus Investments - Parnassus Endeavor Fund

$4B+

45

12 Aug 2024

$3B+

62

09 Aug 2024

David Abrams - Abrams Capital Management

$5B+

14

09 Aug 2024

Rob Vinall - RV Capital

$415M+

8

07 Aug 2024

Eric H. Schoenstein - Jensen Investment Management

$12B+

87

05 Aug 2024

William Von Mueffling - Cantillon Capital Management

$14B+

39

05 Aug 2024

Donald Yacktman - Yacktman Asset Management

$10B+

72

02 Aug 2024

Paul Lountzis - Lountzis Asset Management

$213M+

46

01 Aug 2024

Phil Town - Rule One Fund

$187M+

11

30 Jul 2024

Robert Torray - Torray Fund

$342M+

25

29 Jul 2024

Michael Lindsell, Nick Train - Lindsell Train

$4B+

29

23 Jul 2024

$320M+

29

17 Jul 2024

Edgar Wachenheim III - Greenhaven Associates

$7B+

25

15 Jul 2024

Guy Spier - Aquamarine Capital

$262M+

14

11 Jul 2024

Robert Olstein - Olstein Capital Management

$562M+

99

10 Jul 2024

Charlie Munger - Daily Journal Corp

$177M+

4

04 Apr 2024

94 of 94

"In the business world, the rearview mirror is always clearer than the windshield."

Warren Buffett

Top 10

Ticker

Name

Activity

MSFT

MICROSOFT CORP

15

UNH

UNITEDHEALTH GROUP INC

14

AAPL

APPLE INC

12

CHTR

CHARTER COMMUNICATIONS INC-A

12

GOOGL

ALPHABET INC-CL A

12

OXY

OCCIDENTAL PETROLEUM CORP

11

AON

AON PLC-CLASS A

10

DIS

WALT DISNEY CO/THE

9

MSCI

MSCI INC

9

BABA

ALIBABA GROUP HOLDING-SP ADR

9

see more

Top 10 most owned

Ticker

Name

Gurus

MSFT

MICROSOFT CORP

36

GOOGL

ALPHABET INC-CL A

35

GOOG

ALPHABET INC-CL C

29

AMZN

AMAZONCOM INC

25

META

META PLATFORMS INC-CLASS A

25

BRK.B

BERKSHIRE HATHAWAY INC CL-B

22

AAPL

APPLE INC

21

V

VISA INC-CLASS A SHARES

20

MA

MASTERCARD INC - A

19

UNH

UNITEDHEALTH GROUP INC

19

see more

Top 10 biggest investments

Ticker

Name

Value

AAPL

APPLE INC

$84B+

BAC

BANK OF AMERICA CORP

$41B+

AXP

AMERICAN EXPRESS CO

$35B+

KO

COCA-COLA CO/THE

$25B+

CVX

CHEVRON CORP

$18B+

OXY

OCCIDENTAL PETROLEUM CORP

$16B+

MSFT

MICROSOFT CORP

$15B+

AAPL

APPLE INC

$13B+

KHC

KRAFT HEINZ CO/THE

$10B+

MCO

MOODY'S CORP

$10B+

see more

Top 10 biggest % of portfolio

Ticker

Name

%

JOE

ST JOE CO/THE

84.78%

AAPL

APPLE INC

80.95%

AAPL

APPLE INC

69.94%

CVNA

CARVANA CO

65.65%

BRK.A

BERKSHIRE HATHAWAY INC CL-A

63.17%

IEP

ICAHN ENTERPRISES LP

61.75%

AMR

ALPHA METALLURGICAL RESOURCE

54.09%

APG

API GROUP CORP

54.05%

WFC

46.22%

BAC

BANK OF AMERICA CORP

42.80%

see more

Top 15 Portfolio Changes

Guru

Total

CAGR

Duan Yongping

+1,045.05%

+62.84%

Dev Kantesaria

+816.95%

+55.76%

Mark Massey

+319.19%

+33.19%

Dennis Hong

+306.26%

+32.36%

Christopher Bloomstran

+231.19%

+27.06%

Clifford Sosin

+228.08%

+26.82%

Rob Vinall

+206.43%

+25.10%

Bruce Berkowitz

+197.10%

+24.33%

Andrew Brenton

+191.97%

+23.90%

Adam Wyden

+187.72%

+23.54%

David Tepper

+163.55%

+21.39%

Bill Gates

+140.38%

+19.17%

Glenn Greenberg

+139.98%

+19.13%

Francois Rochon

+139.07%

+19.04%

Chris Hohn

+120.75%

+17.16%

Menu

Superinvestor Portfolios - Value Investors | Best Investors - Sep 2024 (2024)
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