The huge ~$48B portfolio has just 23 positions. The largest stake, Microsoft Corporation is at ~33% of the portfolio. They increased Berkshire Hathaway (BRK.A) while reducing Microsoft (MSFT) this quarter. Gates Foundation portfolio value in...
One Family's Blog
| Blog URL: | http://www.onefamilysblog.com |
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| Country: | United States |
| State/Province: | California |
A family seeking financial independence as quickly as possible and smelling roses on the way. | |
Latest Blog Posts
Glenn Greenberg’s 13F portfolio value decreased from $4.78B to $4.51B this quarter.Brave Warrior Advisors increased Lennar (LEN) and Lithia Motors (LAD) while reducing Fidelity National Financial (FNF) and JP Morgan Chase (JPM). The large...
Polen Capital Management’s 13F portfolio value decreased from ~$43.32B to ~$39.86B this quarter.Shopify (SHOP) stake was increased while decreasing Amazon (AMZN), Netflix (NFLX), Autodesk (ADSK), and Align Technology (ALGN) during the qua...
Tracking ValueAct Portfolio – Q2 2024 Update
on Aug 20, 2024
ValueAct’s 13F portfolio value decreased from ~$4.54B to ~$3.56B this quarter.ValueAct decreased Fiserv (FISV) and dropped CBRE Group (CBRE) while increasing Salesforce.com (CRM) and Walt Disney (DIS). The top three positions are Salesforce.com (CR...
Clifford Sossin’s 13F portfolio value increased from $1.12B to $1.28B this quarter.The portfolio has just 5 positions. Carvana (CVNA) at ~66% of the portfolio is by far the largest position. Clifford Sossin’s CAS Investment Partners...
Tracking Kahn Brothers Portfolio – Q2 2024 Update
on Aug 20, 2024
Kahn Brothers’ 13F portfolio value decreased from ~$674M to ~$595M this quarter.New York Community Bank (NYCB) and Organon (OGN) stakes were increased substantially during the quarter. The portfolio continues to be very concentrated with the top fi...
Michael Burry’s 13F portfolio value is at $53M this quarter. The turnover and overall insanity in Michael Burry’s 13F reports continue. Michael Burry’s 13F portfolio value is at $53M this quarter. To know more about Dr. Michael Burry,...
