"Hedge Funds" Blogs & Blog Posts

  Kahn Brothers’ 13F portfolio value increased from ~$635M to ~$674M this quarter. Most of the stakes saw minor adjustments during the quarter. The portfolio continues to be very concentrated with the top five positio...

  ValueAct’s 13F portfolio value decreased from ~$5B to ~$4.54B this quarter. ValueAct decreased Fiserv (FISV) and Expedia (EXPD) while adding Flutter Entertainment and increasing Roblox. The top three positions are...

 Clifford Sossin’s 13F portfolio value increased from $827M  to $1.12B this quarter. The portfolio has just 5 positions. Carvana (CVNA) at ~52% of the portfolio is by far the largest position. Clifford Sossin’s CAS Investm...

 Gayner’s portfolio increased from $9.20B to $10.14B this quarter. Several positions saw minor increases during the quarter. Berkshire Hathaway (BRK.A) at ~13% of the portfolio is by far the largest position. Thomas Gayner’s Markel...

 Pat Dorsey’s 13F portfolio value increased from $778M to $860M this quarter. They added Autozone (AZO) and increased Semrush Holdings (SEMR) during the quarter. Meta Platforms at ~16% of the portfolio is the largest position. Pat Do...

 Michael Burry’s 13F portfolio value is at $105M this quarter. The turnover and overall insanity in Michael Burry’s 13F reports continue.  Michael Burry’s 13F portfolio value is at $105M this quarter. To know more about Dr...

  Nelson Peltz’s 13F portfolio value increased from ~$7B to ~$8B this quarter. The number of positions remained steady at 9. Trian Fund Management decreased Ferguson plc (FERG) and Allstate (ALL) during the quarter. The...