13f on Public Company Stocks Indicatorhttps://ozkanpakdil.github.io/usa-stocks-indicator/tags/13f/Recent content in 13f on Public Company Stocks IndicatorHugoen-usSun, 27 Sep 2026 02:11:51 +0000Famous Fund 13F Holdings - 2026-09-27https://ozkanpakdil.github.io/usa-stocks-indicator/posts/thirteenf-2026-09-27/Sun, 27 Sep 2026 02:11:51 +0000https://ozkanpakdil.github.io/usa-stocks-indicator/posts/thirteenf-2026-09-27/<p>Top holdings of 12 famous &ldquo;superinvestor&rdquo; funds based on their latest quarterly 13F filings with the SEC, aggregated by Dataroma. Positions are as of each fund&rsquo;s most recent 13F filing (filed within 45 days of quarter end).</p> <table> <thead> <tr> <th>Fund</th> <th>Symbol</th> <th>Company</th> <th>% of Portfolio</th> <th>Value</th> </tr> </thead> <tbody> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>AAPL</td> <td><a href="https://seekingalpha.com/symbol/AAPL">Apple Inc.</a></td> <td>22.04%</td> <td>$65,950,296,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>AXP</td> <td><a href="https://seekingalpha.com/symbol/AXP">American Express</a></td> <td>17.14%</td> <td>$51,282,319,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>KO</td> <td><a href="https://seekingalpha.com/symbol/KO">Coca Cola Co.</a></td> <td>10.86%</td> <td>$32,507,999,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>9.41%</td> <td>$28,157,600,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>BAC</td> <td><a href="https://seekingalpha.com/symbol/BAC">Bank of America Corp.</a></td> <td>9.20%</td> <td>$27,543,792,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>CVX</td> <td><a href="https://seekingalpha.com/symbol/CVX">Chevron Corp.</a></td> <td>4.67%</td> <td>$13,986,142,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>OXY</td> <td><a href="https://seekingalpha.com/symbol/OXY">Occidental Petroleum</a></td> <td>4.30%</td> <td>$12,868,205,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>CB</td> <td><a href="https://seekingalpha.com/symbol/CB">Chubb Limited</a></td> <td>3.90%</td> <td>$11,670,067,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>16.48%</td> <td>$892,310,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>ELV</td> <td><a href="https://seekingalpha.com/symbol/ELV">Elevance Health Inc.</a></td> <td>9.11%</td> <td>$493,140,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>QSR</td> <td><a href="https://seekingalpha.com/symbol/QSR">Restaurant Brands International</a></td> <td>9.04%</td> <td>$489,612,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>8.95%</td> <td>$484,744,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>FERG</td> <td><a href="https://seekingalpha.com/symbol/FERG">Ferguson Enterprises Inc.</a></td> <td>6.36%</td> <td>$344,269,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>GPC</td> <td><a href="https://seekingalpha.com/symbol/GPC">Genuine Parts</a></td> <td>6.13%</td> <td>$332,253,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>UNP</td> <td><a href="https://seekingalpha.com/symbol/UNP">Union Pacific</a></td> <td>5.95%</td> <td>$322,427,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>4.44%</td> <td>$240,628,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>15.95%</td> <td>$1,191,700,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>MU</td> <td><a href="https://seekingalpha.com/symbol/MU">Micron Technology Inc.</a></td> <td>15.06%</td> <td>$1,125,433,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>10.55%</td> <td>$787,991,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>8.75%</td> <td>$653,661,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>UBER</td> <td><a href="https://seekingalpha.com/symbol/UBER">Uber Technologies Inc.</a></td> <td>7.43%</td> <td>$555,204,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>EWY</td> <td><a href="https://seekingalpha.com/symbol/EWY">iShares MSCI South Korea ETF</a></td> <td>6.55%</td> <td>$489,608,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>5.09%</td> <td>$380,221,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>VST</td> <td><a href="https://seekingalpha.com/symbol/VST">Vistra Corp.</a></td> <td>4.70%</td> <td>$351,409,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>GRBK</td> <td><a href="https://seekingalpha.com/symbol/GRBK">Green Brick Partners</a></td> <td>19.39%</td> <td>$757,769,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>FLR</td> <td><a href="https://seekingalpha.com/symbol/FLR">Fluor Corp.</a></td> <td>6.24%</td> <td>$244,072,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>CNR</td> <td><a href="https://seekingalpha.com/symbol/CNR">Core Natural Resources Inc.</a></td> <td>4.67%</td> <td>$182,701,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>BHF</td> <td><a href="https://seekingalpha.com/symbol/BHF">Brighthouse Financial Inc.</a></td> <td>4.60%</td> <td>$179,905,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>ACHC</td> <td><a href="https://seekingalpha.com/symbol/ACHC">Acadia Healthcare Co.</a></td> <td>3.32%</td> <td>$129,951,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>PENN</td> <td><a href="https://seekingalpha.com/symbol/PENN">Penn National Gaming Inc.</a></td> <td>3.20%</td> <td>$125,175,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>FBIN</td> <td><a href="https://seekingalpha.com/symbol/FBIN">Fortune Brands Innovations Inc.</a></td> <td>3.15%</td> <td>$123,079,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>PCG</td> <td><a href="https://seekingalpha.com/symbol/PCG">PG&amp;E Corp.</a></td> <td>2.85%</td> <td>$111,565,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>MA</td> <td><a href="https://seekingalpha.com/symbol/MA">Mastercard Inc.</a></td> <td>20.01%</td> <td>$1,022,016,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>MCO</td> <td><a href="https://seekingalpha.com/symbol/MCO">Moody&rsquo;s Corp.</a></td> <td>10.26%</td> <td>$523,980,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>10.11%</td> <td>$516,188,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>KKR</td> <td><a href="https://seekingalpha.com/symbol/KKR">KKR &amp; Co. L.P.</a></td> <td>8.95%</td> <td>$457,201,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>FICO</td> <td><a href="https://seekingalpha.com/symbol/FICO">Fair Isaac Corp.</a></td> <td>8.47%</td> <td>$432,302,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>ROP</td> <td><a href="https://seekingalpha.com/symbol/ROP">Roper Technologies Inc.</a></td> <td>7.80%</td> <td>$398,137,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>7.46%</td> <td>$381,132,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>CSGP</td> <td><a href="https://seekingalpha.com/symbol/CSGP">CoStar Group Inc.</a></td> <td>6.49%</td> <td>$331,327,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>UBER</td> <td><a href="https://seekingalpha.com/symbol/UBER">Uber Technologies Inc.</a></td> <td>12.72%</td> <td>$2,476,979,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>12.58%</td> <td>$2,448,118,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>MSFT</td> <td><a href="https://seekingalpha.com/symbol/MSFT">Microsoft Corp.</a></td> <td>11.89%</td> <td>$2,315,234,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>10.49%</td> <td>$2,041,110,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>HHH</td> <td><a href="https://seekingalpha.com/symbol/HHH">Howard Hughes Holdings Inc.</a></td> <td>10.23%</td> <td>$1,991,144,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>QSR</td> <td><a href="https://seekingalpha.com/symbol/QSR">Restaurant Brands International</a></td> <td>9.62%</td> <td>$1,872,301,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>9.25%</td> <td>$1,800,310,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>5.76%</td> <td>$1,122,066,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>WBD</td> <td><a href="https://seekingalpha.com/symbol/WBD">Warner Bros. Discovery Inc.</a></td> <td>11.68%</td> <td>$533,200,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>9.13%</td> <td>$417,095,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>8.02%</td> <td>$366,304,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>CRH</td> <td><a href="https://seekingalpha.com/symbol/CRH">CRH plc</a></td> <td>5.14%</td> <td>$234,865,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>TDS</td> <td><a href="https://seekingalpha.com/symbol/TDS">Telephone &amp; Data Systems</a></td> <td>5.09%</td> <td>$232,238,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>4.81%</td> <td>$219,682,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>LYV</td> <td><a href="https://seekingalpha.com/symbol/LYV">Live Nation Inc.</a></td> <td>4.55%</td> <td>$207,830,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>KEYS</td> <td><a href="https://seekingalpha.com/symbol/KEYS">Keysight Technologies Inc.</a></td> <td>4.48%</td> <td>$204,791,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>9.72%</td> <td>$2,331,023,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>9.62%</td> <td>$2,307,979,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>NVDA</td> <td><a href="https://seekingalpha.com/symbol/NVDA">NVIDIA Corp.</a></td> <td>9.34%</td> <td>$2,240,762,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>8.65%</td> <td>$2,074,778,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>6.63%</td> <td>$1,590,269,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>LRCX</td> <td><a href="https://seekingalpha.com/symbol/LRCX">Lam Research</a></td> <td>5.72%</td> <td>$1,370,837,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>SE</td> <td><a href="https://seekingalpha.com/symbol/SE">Sea Ltd</a></td> <td>5.02%</td> <td>$1,203,544,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>AMAT</td> <td><a href="https://seekingalpha.com/symbol/AMAT">Applied Materials</a></td> <td>4.92%</td> <td>$1,180,088,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>6.25%</td> <td>$2,193,582,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>4.31%</td> <td>$1,512,988,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>APD</td> <td><a href="https://seekingalpha.com/symbol/APD">Air Products &amp; Chemicals</a></td> <td>3.96%</td> <td>$1,389,776,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>SHW</td> <td><a href="https://seekingalpha.com/symbol/SHW">Sherwin-Williams</a></td> <td>3.80%</td> <td>$1,334,543,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>FTV</td> <td><a href="https://seekingalpha.com/symbol/FTV">Fortive Corp.</a></td> <td>3.47%</td> <td>$1,217,815,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>3.00%</td> <td>$1,052,011,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>SCHW</td> <td><a href="https://seekingalpha.com/symbol/SCHW">Charles Schwab Corp.</a></td> <td>2.80%</td> <td>$981,648,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>TMO</td> <td><a href="https://seekingalpha.com/symbol/TMO">Thermo Fisher Scientific</a></td> <td>2.77%</td> <td>$971,342,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>YNDX</td> <td><a href="https://seekingalpha.com/symbol/YNDX">Yandex N.V.</a></td> <td>7.19%</td> <td>$1,175,934,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>ASML</td> <td><a href="https://seekingalpha.com/symbol/ASML">ASML Holding NV</a></td> <td>6.92%</td> <td>$1,132,338,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>STX</td> <td><a href="https://seekingalpha.com/symbol/STX">Seagate Technology</a></td> <td>5.90%</td> <td>$965,105,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>HD</td> <td><a href="https://seekingalpha.com/symbol/HD">Home Depot</a></td> <td>5.61%</td> <td>$918,093,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>AMAT</td> <td><a href="https://seekingalpha.com/symbol/AMAT">Applied Materials</a></td> <td>5.34%</td> <td>$873,194,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>MDLN</td> <td><a href="https://seekingalpha.com/symbol/MDLN">Medline Inc Cl A</a></td> <td>5.06%</td> <td>$826,992,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>LIN</td> <td><a href="https://seekingalpha.com/symbol/LIN">Linde plc</a></td> <td>4.94%</td> <td>$808,551,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>TER</td> <td><a href="https://seekingalpha.com/symbol/TER">Teradyne Inc.</a></td> <td>4.42%</td> <td>$722,412,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>7.40%</td> <td>$971,608,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BRK.A</td> <td><a href="https://seekingalpha.com/symbol/BRK.A">Berkshire Hathaway CL A</a></td> <td>6.35%</td> <td>$834,219,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BRK.B</td> <td><a href="https://seekingalpha.com/symbol/BRK.B">Berkshire Hathaway CL B</a></td> <td>5.84%</td> <td>$766,583,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>4.24%</td> <td>$556,805,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>DE</td> <td><a href="https://seekingalpha.com/symbol/DE">Deere &amp; Co.</a></td> <td>4.24%</td> <td>$556,878,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>3.69%</td> <td>$484,011,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>ADI</td> <td><a href="https://seekingalpha.com/symbol/ADI">Analog Devices</a></td> <td>3.02%</td> <td>$397,040,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>GS</td> <td><a href="https://seekingalpha.com/symbol/GS">Goldman Sachs Group</a></td> <td>2.77%</td> <td>$363,446,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>RYN</td> <td><a href="https://seekingalpha.com/symbol/RYN">Rayonier Inc.</a></td> <td>10.54%</td> <td>$201,976,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>MAT</td> <td><a href="https://seekingalpha.com/symbol/MAT">Mattel Inc.</a></td> <td>8.92%</td> <td>$171,036,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>CNX</td> <td><a href="https://seekingalpha.com/symbol/CNX">CNX Resources Corp.</a></td> <td>8.25%</td> <td>$158,218,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>PPLI</td> <td><a href="https://seekingalpha.com/symbol/PPLI">People Inc.</a></td> <td>7.54%</td> <td>$144,566,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>ACI</td> <td><a href="https://seekingalpha.com/symbol/ACI">Albertsons Co Inc.</a></td> <td>6.09%</td> <td>$116,848,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>REGN</td> <td><a href="https://seekingalpha.com/symbol/REGN">Regeneron Pharmaceuticals</a></td> <td>4.95%</td> <td>$94,979,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>FBIN</td> <td><a href="https://seekingalpha.com/symbol/FBIN">Fortune Brands Innovations Inc.</a></td> <td>4.83%</td> <td>$92,623,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>KHC</td> <td><a href="https://seekingalpha.com/symbol/KHC">Kraft Heinz Co.</a></td> <td>4.45%</td> <td>$85,220,000</td> </tr> </tbody> </table> <p><em>Only the 96 most relevant rows are shown.</em></p>Famous Fund 13F Holdings - 2026-09-20https://ozkanpakdil.github.io/usa-stocks-indicator/posts/thirteenf-2026-09-20/Sun, 20 Sep 2026 02:02:31 +0000https://ozkanpakdil.github.io/usa-stocks-indicator/posts/thirteenf-2026-09-20/<p>Top holdings of 12 famous &ldquo;superinvestor&rdquo; funds based on their latest quarterly 13F filings with the SEC, aggregated by Dataroma. Positions are as of each fund&rsquo;s most recent 13F filing (filed within 45 days of quarter end).</p> <table> <thead> <tr> <th>Fund</th> <th>Symbol</th> <th>Company</th> <th>% of Portfolio</th> <th>Value</th> </tr> </thead> <tbody> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>AAPL</td> <td><a href="https://seekingalpha.com/symbol/AAPL">Apple Inc.</a></td> <td>22.04%</td> <td>$65,950,296,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>AXP</td> <td><a href="https://seekingalpha.com/symbol/AXP">American Express</a></td> <td>17.14%</td> <td>$51,282,319,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>KO</td> <td><a href="https://seekingalpha.com/symbol/KO">Coca Cola Co.</a></td> <td>10.86%</td> <td>$32,507,999,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>9.41%</td> <td>$28,157,600,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>BAC</td> <td><a href="https://seekingalpha.com/symbol/BAC">Bank of America Corp.</a></td> <td>9.20%</td> <td>$27,543,792,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>CVX</td> <td><a href="https://seekingalpha.com/symbol/CVX">Chevron Corp.</a></td> <td>4.67%</td> <td>$13,986,142,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>OXY</td> <td><a href="https://seekingalpha.com/symbol/OXY">Occidental Petroleum</a></td> <td>4.30%</td> <td>$12,868,205,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>CB</td> <td><a href="https://seekingalpha.com/symbol/CB">Chubb Limited</a></td> <td>3.90%</td> <td>$11,670,067,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>16.48%</td> <td>$892,310,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>ELV</td> <td><a href="https://seekingalpha.com/symbol/ELV">Elevance Health Inc.</a></td> <td>9.11%</td> <td>$493,140,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>QSR</td> <td><a href="https://seekingalpha.com/symbol/QSR">Restaurant Brands International</a></td> <td>9.04%</td> <td>$489,612,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>8.95%</td> <td>$484,744,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>FERG</td> <td><a href="https://seekingalpha.com/symbol/FERG">Ferguson Enterprises Inc.</a></td> <td>6.36%</td> <td>$344,269,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>GPC</td> <td><a href="https://seekingalpha.com/symbol/GPC">Genuine Parts</a></td> <td>6.13%</td> <td>$332,253,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>UNP</td> <td><a href="https://seekingalpha.com/symbol/UNP">Union Pacific</a></td> <td>5.95%</td> <td>$322,427,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>4.44%</td> <td>$240,628,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>15.95%</td> <td>$1,191,700,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>MU</td> <td><a href="https://seekingalpha.com/symbol/MU">Micron Technology Inc.</a></td> <td>15.06%</td> <td>$1,125,433,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>10.55%</td> <td>$787,991,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>8.75%</td> <td>$653,661,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>UBER</td> <td><a href="https://seekingalpha.com/symbol/UBER">Uber Technologies Inc.</a></td> <td>7.43%</td> <td>$555,204,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>EWY</td> <td><a href="https://seekingalpha.com/symbol/EWY">iShares MSCI South Korea ETF</a></td> <td>6.55%</td> <td>$489,608,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>5.09%</td> <td>$380,221,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>VST</td> <td><a href="https://seekingalpha.com/symbol/VST">Vistra Corp.</a></td> <td>4.70%</td> <td>$351,409,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>GRBK</td> <td><a href="https://seekingalpha.com/symbol/GRBK">Green Brick Partners</a></td> <td>19.39%</td> <td>$757,769,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>FLR</td> <td><a href="https://seekingalpha.com/symbol/FLR">Fluor Corp.</a></td> <td>6.24%</td> <td>$244,072,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>CNR</td> <td><a href="https://seekingalpha.com/symbol/CNR">Core Natural Resources Inc.</a></td> <td>4.67%</td> <td>$182,701,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>BHF</td> <td><a href="https://seekingalpha.com/symbol/BHF">Brighthouse Financial Inc.</a></td> <td>4.60%</td> <td>$179,905,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>ACHC</td> <td><a href="https://seekingalpha.com/symbol/ACHC">Acadia Healthcare Co.</a></td> <td>3.32%</td> <td>$129,951,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>PENN</td> <td><a href="https://seekingalpha.com/symbol/PENN">Penn National Gaming Inc.</a></td> <td>3.20%</td> <td>$125,175,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>FBIN</td> <td><a href="https://seekingalpha.com/symbol/FBIN">Fortune Brands Innovations Inc.</a></td> <td>3.15%</td> <td>$123,079,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>PCG</td> <td><a href="https://seekingalpha.com/symbol/PCG">PG&amp;E Corp.</a></td> <td>2.85%</td> <td>$111,565,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>MA</td> <td><a href="https://seekingalpha.com/symbol/MA">Mastercard Inc.</a></td> <td>20.01%</td> <td>$1,022,016,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>MCO</td> <td><a href="https://seekingalpha.com/symbol/MCO">Moody&rsquo;s Corp.</a></td> <td>10.26%</td> <td>$523,980,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>10.11%</td> <td>$516,188,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>KKR</td> <td><a href="https://seekingalpha.com/symbol/KKR">KKR &amp; Co. L.P.</a></td> <td>8.95%</td> <td>$457,201,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>FICO</td> <td><a href="https://seekingalpha.com/symbol/FICO">Fair Isaac Corp.</a></td> <td>8.47%</td> <td>$432,302,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>ROP</td> <td><a href="https://seekingalpha.com/symbol/ROP">Roper Technologies Inc.</a></td> <td>7.80%</td> <td>$398,137,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>7.46%</td> <td>$381,132,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>CSGP</td> <td><a href="https://seekingalpha.com/symbol/CSGP">CoStar Group Inc.</a></td> <td>6.49%</td> <td>$331,327,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>UBER</td> <td><a href="https://seekingalpha.com/symbol/UBER">Uber Technologies Inc.</a></td> <td>12.72%</td> <td>$2,476,979,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>12.58%</td> <td>$2,448,118,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>MSFT</td> <td><a href="https://seekingalpha.com/symbol/MSFT">Microsoft Corp.</a></td> <td>11.89%</td> <td>$2,315,234,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>10.49%</td> <td>$2,041,110,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>HHH</td> <td><a href="https://seekingalpha.com/symbol/HHH">Howard Hughes Holdings Inc.</a></td> <td>10.23%</td> <td>$1,991,144,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>QSR</td> <td><a href="https://seekingalpha.com/symbol/QSR">Restaurant Brands International</a></td> <td>9.62%</td> <td>$1,872,301,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>9.25%</td> <td>$1,800,310,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>5.76%</td> <td>$1,122,066,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>WBD</td> <td><a href="https://seekingalpha.com/symbol/WBD">Warner Bros. Discovery Inc.</a></td> <td>11.68%</td> <td>$533,200,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>9.13%</td> <td>$417,095,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>8.02%</td> <td>$366,304,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>CRH</td> <td><a href="https://seekingalpha.com/symbol/CRH">CRH plc</a></td> <td>5.14%</td> <td>$234,865,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>TDS</td> <td><a href="https://seekingalpha.com/symbol/TDS">Telephone &amp; Data Systems</a></td> <td>5.09%</td> <td>$232,238,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>4.81%</td> <td>$219,682,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>LYV</td> <td><a href="https://seekingalpha.com/symbol/LYV">Live Nation Inc.</a></td> <td>4.55%</td> <td>$207,830,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>KEYS</td> <td><a href="https://seekingalpha.com/symbol/KEYS">Keysight Technologies Inc.</a></td> <td>4.48%</td> <td>$204,791,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>9.72%</td> <td>$2,331,023,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>9.62%</td> <td>$2,307,979,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>NVDA</td> <td><a href="https://seekingalpha.com/symbol/NVDA">NVIDIA Corp.</a></td> <td>9.34%</td> <td>$2,240,762,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>8.65%</td> <td>$2,074,778,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>6.63%</td> <td>$1,590,269,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>LRCX</td> <td><a href="https://seekingalpha.com/symbol/LRCX">Lam Research</a></td> <td>5.72%</td> <td>$1,370,837,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>SE</td> <td><a href="https://seekingalpha.com/symbol/SE">Sea Ltd</a></td> <td>5.02%</td> <td>$1,203,544,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>AMAT</td> <td><a href="https://seekingalpha.com/symbol/AMAT">Applied Materials</a></td> <td>4.92%</td> <td>$1,180,088,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>6.25%</td> <td>$2,193,582,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>4.31%</td> <td>$1,512,988,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>APD</td> <td><a href="https://seekingalpha.com/symbol/APD">Air Products &amp; Chemicals</a></td> <td>3.96%</td> <td>$1,389,776,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>SHW</td> <td><a href="https://seekingalpha.com/symbol/SHW">Sherwin-Williams</a></td> <td>3.80%</td> <td>$1,334,543,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>FTV</td> <td><a href="https://seekingalpha.com/symbol/FTV">Fortive Corp.</a></td> <td>3.47%</td> <td>$1,217,815,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>3.00%</td> <td>$1,052,011,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>SCHW</td> <td><a href="https://seekingalpha.com/symbol/SCHW">Charles Schwab Corp.</a></td> <td>2.80%</td> <td>$981,648,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>TMO</td> <td><a href="https://seekingalpha.com/symbol/TMO">Thermo Fisher Scientific</a></td> <td>2.77%</td> <td>$971,342,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>YNDX</td> <td><a href="https://seekingalpha.com/symbol/YNDX">Yandex N.V.</a></td> <td>7.19%</td> <td>$1,175,934,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>ASML</td> <td><a href="https://seekingalpha.com/symbol/ASML">ASML Holding NV</a></td> <td>6.92%</td> <td>$1,132,338,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>STX</td> <td><a href="https://seekingalpha.com/symbol/STX">Seagate Technology</a></td> <td>5.90%</td> <td>$965,105,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>HD</td> <td><a href="https://seekingalpha.com/symbol/HD">Home Depot</a></td> <td>5.61%</td> <td>$918,093,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>AMAT</td> <td><a href="https://seekingalpha.com/symbol/AMAT">Applied Materials</a></td> <td>5.34%</td> <td>$873,194,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>MDLN</td> <td><a href="https://seekingalpha.com/symbol/MDLN">Medline Inc Cl A</a></td> <td>5.06%</td> <td>$826,992,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>LIN</td> <td><a href="https://seekingalpha.com/symbol/LIN">Linde plc</a></td> <td>4.94%</td> <td>$808,551,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>TER</td> <td><a href="https://seekingalpha.com/symbol/TER">Teradyne Inc.</a></td> <td>4.42%</td> <td>$722,412,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>7.40%</td> <td>$971,608,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BRK.A</td> <td><a href="https://seekingalpha.com/symbol/BRK.A">Berkshire Hathaway CL A</a></td> <td>6.35%</td> <td>$834,219,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BRK.B</td> <td><a href="https://seekingalpha.com/symbol/BRK.B">Berkshire Hathaway CL B</a></td> <td>5.84%</td> <td>$766,583,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>4.24%</td> <td>$556,805,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>DE</td> <td><a href="https://seekingalpha.com/symbol/DE">Deere &amp; Co.</a></td> <td>4.24%</td> <td>$556,878,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>3.69%</td> <td>$484,011,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>ADI</td> <td><a href="https://seekingalpha.com/symbol/ADI">Analog Devices</a></td> <td>3.02%</td> <td>$397,040,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>GS</td> <td><a href="https://seekingalpha.com/symbol/GS">Goldman Sachs Group</a></td> <td>2.77%</td> <td>$363,446,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>RYN</td> <td><a href="https://seekingalpha.com/symbol/RYN">Rayonier Inc.</a></td> <td>10.54%</td> <td>$201,976,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>MAT</td> <td><a href="https://seekingalpha.com/symbol/MAT">Mattel Inc.</a></td> <td>8.92%</td> <td>$171,036,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>CNX</td> <td><a href="https://seekingalpha.com/symbol/CNX">CNX Resources Corp.</a></td> <td>8.25%</td> <td>$158,218,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>PPLI</td> <td><a href="https://seekingalpha.com/symbol/PPLI">People Inc.</a></td> <td>7.54%</td> <td>$144,566,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>ACI</td> <td><a href="https://seekingalpha.com/symbol/ACI">Albertsons Co Inc.</a></td> <td>6.09%</td> <td>$116,848,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>REGN</td> <td><a href="https://seekingalpha.com/symbol/REGN">Regeneron Pharmaceuticals</a></td> <td>4.95%</td> <td>$94,979,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>FBIN</td> <td><a href="https://seekingalpha.com/symbol/FBIN">Fortune Brands Innovations Inc.</a></td> <td>4.83%</td> <td>$92,623,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>KHC</td> <td><a href="https://seekingalpha.com/symbol/KHC">Kraft Heinz Co.</a></td> <td>4.45%</td> <td>$85,220,000</td> </tr> </tbody> </table> <p><em>Only the 96 most relevant rows are shown.</em></p>Famous Fund 13F Holdings - 2026-09-13https://ozkanpakdil.github.io/usa-stocks-indicator/posts/thirteenf-2026-09-13/Sun, 13 Sep 2026 15:20:30 +0000https://ozkanpakdil.github.io/usa-stocks-indicator/posts/thirteenf-2026-09-13/<p>Top holdings of 12 famous &ldquo;superinvestor&rdquo; funds based on their latest quarterly 13F filings with the SEC, aggregated by Dataroma. Positions are as of each fund&rsquo;s most recent 13F filing (filed within 45 days of quarter end).</p> <table> <thead> <tr> <th>Fund</th> <th>Symbol</th> <th>Company</th> <th>% of Portfolio</th> <th>Value</th> </tr> </thead> <tbody> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>AAPL</td> <td><a href="https://seekingalpha.com/symbol/AAPL">Apple Inc.</a></td> <td>22.04%</td> <td>$65,950,296,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>AXP</td> <td><a href="https://seekingalpha.com/symbol/AXP">American Express</a></td> <td>17.14%</td> <td>$51,282,319,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>KO</td> <td><a href="https://seekingalpha.com/symbol/KO">Coca Cola Co.</a></td> <td>10.86%</td> <td>$32,507,999,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>9.41%</td> <td>$28,157,600,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>BAC</td> <td><a href="https://seekingalpha.com/symbol/BAC">Bank of America Corp.</a></td> <td>9.20%</td> <td>$27,543,792,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>CVX</td> <td><a href="https://seekingalpha.com/symbol/CVX">Chevron Corp.</a></td> <td>4.67%</td> <td>$13,986,142,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>OXY</td> <td><a href="https://seekingalpha.com/symbol/OXY">Occidental Petroleum</a></td> <td>4.30%</td> <td>$12,868,205,000</td> </tr> <tr> <td>Warren Buffett - Berkshire Hathaway</td> <td>CB</td> <td><a href="https://seekingalpha.com/symbol/CB">Chubb Limited</a></td> <td>3.90%</td> <td>$11,670,067,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>16.48%</td> <td>$892,310,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>ELV</td> <td><a href="https://seekingalpha.com/symbol/ELV">Elevance Health Inc.</a></td> <td>9.11%</td> <td>$493,140,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>QSR</td> <td><a href="https://seekingalpha.com/symbol/QSR">Restaurant Brands International</a></td> <td>9.04%</td> <td>$489,612,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>8.95%</td> <td>$484,744,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>FERG</td> <td><a href="https://seekingalpha.com/symbol/FERG">Ferguson Enterprises Inc.</a></td> <td>6.36%</td> <td>$344,269,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>GPC</td> <td><a href="https://seekingalpha.com/symbol/GPC">Genuine Parts</a></td> <td>6.13%</td> <td>$332,253,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>UNP</td> <td><a href="https://seekingalpha.com/symbol/UNP">Union Pacific</a></td> <td>5.95%</td> <td>$322,427,000</td> </tr> <tr> <td>Seth Klarman - Baupost Group</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>4.44%</td> <td>$240,628,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>15.95%</td> <td>$1,191,700,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>MU</td> <td><a href="https://seekingalpha.com/symbol/MU">Micron Technology Inc.</a></td> <td>15.06%</td> <td>$1,125,433,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>10.55%</td> <td>$787,991,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>8.75%</td> <td>$653,661,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>UBER</td> <td><a href="https://seekingalpha.com/symbol/UBER">Uber Technologies Inc.</a></td> <td>7.43%</td> <td>$555,204,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>EWY</td> <td><a href="https://seekingalpha.com/symbol/EWY">iShares MSCI South Korea ETF</a></td> <td>6.55%</td> <td>$489,608,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>5.09%</td> <td>$380,221,000</td> </tr> <tr> <td>David Tepper - Appaloosa Management</td> <td>VST</td> <td><a href="https://seekingalpha.com/symbol/VST">Vistra Corp.</a></td> <td>4.70%</td> <td>$351,409,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>GRBK</td> <td><a href="https://seekingalpha.com/symbol/GRBK">Green Brick Partners</a></td> <td>19.39%</td> <td>$757,769,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>FLR</td> <td><a href="https://seekingalpha.com/symbol/FLR">Fluor Corp.</a></td> <td>6.24%</td> <td>$244,072,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>CNR</td> <td><a href="https://seekingalpha.com/symbol/CNR">Core Natural Resources Inc.</a></td> <td>4.67%</td> <td>$182,701,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>BHF</td> <td><a href="https://seekingalpha.com/symbol/BHF">Brighthouse Financial Inc.</a></td> <td>4.60%</td> <td>$179,905,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>ACHC</td> <td><a href="https://seekingalpha.com/symbol/ACHC">Acadia Healthcare Co.</a></td> <td>3.32%</td> <td>$129,951,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>PENN</td> <td><a href="https://seekingalpha.com/symbol/PENN">Penn National Gaming Inc.</a></td> <td>3.20%</td> <td>$125,175,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>FBIN</td> <td><a href="https://seekingalpha.com/symbol/FBIN">Fortune Brands Innovations Inc.</a></td> <td>3.15%</td> <td>$123,079,000</td> </tr> <tr> <td>David Einhorn - Greenlight Capital</td> <td>PCG</td> <td><a href="https://seekingalpha.com/symbol/PCG">PG&amp;E Corp.</a></td> <td>2.85%</td> <td>$111,565,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>MA</td> <td><a href="https://seekingalpha.com/symbol/MA">Mastercard Inc.</a></td> <td>20.01%</td> <td>$1,022,016,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>MCO</td> <td><a href="https://seekingalpha.com/symbol/MCO">Moody&rsquo;s Corp.</a></td> <td>10.26%</td> <td>$523,980,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>10.11%</td> <td>$516,188,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>KKR</td> <td><a href="https://seekingalpha.com/symbol/KKR">KKR &amp; Co. L.P.</a></td> <td>8.95%</td> <td>$457,201,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>FICO</td> <td><a href="https://seekingalpha.com/symbol/FICO">Fair Isaac Corp.</a></td> <td>8.47%</td> <td>$432,302,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>ROP</td> <td><a href="https://seekingalpha.com/symbol/ROP">Roper Technologies Inc.</a></td> <td>7.80%</td> <td>$398,137,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>7.46%</td> <td>$381,132,000</td> </tr> <tr> <td>Chuck Akre - Akre Capital Management</td> <td>CSGP</td> <td><a href="https://seekingalpha.com/symbol/CSGP">CoStar Group Inc.</a></td> <td>6.49%</td> <td>$331,327,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>UBER</td> <td><a href="https://seekingalpha.com/symbol/UBER">Uber Technologies Inc.</a></td> <td>12.72%</td> <td>$2,476,979,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>12.58%</td> <td>$2,448,118,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>MSFT</td> <td><a href="https://seekingalpha.com/symbol/MSFT">Microsoft Corp.</a></td> <td>11.89%</td> <td>$2,315,234,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>10.49%</td> <td>$2,041,110,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>HHH</td> <td><a href="https://seekingalpha.com/symbol/HHH">Howard Hughes Holdings Inc.</a></td> <td>10.23%</td> <td>$1,991,144,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>QSR</td> <td><a href="https://seekingalpha.com/symbol/QSR">Restaurant Brands International</a></td> <td>9.62%</td> <td>$1,872,301,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>9.25%</td> <td>$1,800,310,000</td> </tr> <tr> <td>Bill Ackman - Pershing Square Capital</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>5.76%</td> <td>$1,122,066,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>WBD</td> <td><a href="https://seekingalpha.com/symbol/WBD">Warner Bros. Discovery Inc.</a></td> <td>11.68%</td> <td>$533,200,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>9.13%</td> <td>$417,095,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>8.02%</td> <td>$366,304,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>CRH</td> <td><a href="https://seekingalpha.com/symbol/CRH">CRH plc</a></td> <td>5.14%</td> <td>$234,865,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>TDS</td> <td><a href="https://seekingalpha.com/symbol/TDS">Telephone &amp; Data Systems</a></td> <td>5.09%</td> <td>$232,238,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>4.81%</td> <td>$219,682,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>LYV</td> <td><a href="https://seekingalpha.com/symbol/LYV">Live Nation Inc.</a></td> <td>4.55%</td> <td>$207,830,000</td> </tr> <tr> <td>Daniel Loeb - Third Point</td> <td>KEYS</td> <td><a href="https://seekingalpha.com/symbol/KEYS">Keysight Technologies Inc.</a></td> <td>4.48%</td> <td>$204,791,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>9.72%</td> <td>$2,331,023,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>9.62%</td> <td>$2,307,979,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>NVDA</td> <td><a href="https://seekingalpha.com/symbol/NVDA">NVIDIA Corp.</a></td> <td>9.34%</td> <td>$2,240,762,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>GOOGL</td> <td><a href="https://seekingalpha.com/symbol/GOOGL">Alphabet Inc.</a></td> <td>8.65%</td> <td>$2,074,778,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>6.63%</td> <td>$1,590,269,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>LRCX</td> <td><a href="https://seekingalpha.com/symbol/LRCX">Lam Research</a></td> <td>5.72%</td> <td>$1,370,837,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>SE</td> <td><a href="https://seekingalpha.com/symbol/SE">Sea Ltd</a></td> <td>5.02%</td> <td>$1,203,544,000</td> </tr> <tr> <td>Chase Coleman - Tiger Global Management</td> <td>AMAT</td> <td><a href="https://seekingalpha.com/symbol/AMAT">Applied Materials</a></td> <td>4.92%</td> <td>$1,180,088,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>V</td> <td><a href="https://seekingalpha.com/symbol/V">Visa Inc.</a></td> <td>6.25%</td> <td>$2,193,582,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>TSM</td> <td><a href="https://seekingalpha.com/symbol/TSM">Taiwan Semiconductor S.A.</a></td> <td>4.31%</td> <td>$1,512,988,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>APD</td> <td><a href="https://seekingalpha.com/symbol/APD">Air Products &amp; Chemicals</a></td> <td>3.96%</td> <td>$1,389,776,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>SHW</td> <td><a href="https://seekingalpha.com/symbol/SHW">Sherwin-Williams</a></td> <td>3.80%</td> <td>$1,334,543,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>FTV</td> <td><a href="https://seekingalpha.com/symbol/FTV">Fortive Corp.</a></td> <td>3.47%</td> <td>$1,217,815,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>META</td> <td><a href="https://seekingalpha.com/symbol/META">Meta Platforms Inc.</a></td> <td>3.00%</td> <td>$1,052,011,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>SCHW</td> <td><a href="https://seekingalpha.com/symbol/SCHW">Charles Schwab Corp.</a></td> <td>2.80%</td> <td>$981,648,000</td> </tr> <tr> <td>Viking Global Investors</td> <td>TMO</td> <td><a href="https://seekingalpha.com/symbol/TMO">Thermo Fisher Scientific</a></td> <td>2.77%</td> <td>$971,342,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>YNDX</td> <td><a href="https://seekingalpha.com/symbol/YNDX">Yandex N.V.</a></td> <td>7.19%</td> <td>$1,175,934,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>ASML</td> <td><a href="https://seekingalpha.com/symbol/ASML">ASML Holding NV</a></td> <td>6.92%</td> <td>$1,132,338,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>STX</td> <td><a href="https://seekingalpha.com/symbol/STX">Seagate Technology</a></td> <td>5.90%</td> <td>$965,105,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>HD</td> <td><a href="https://seekingalpha.com/symbol/HD">Home Depot</a></td> <td>5.61%</td> <td>$918,093,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>AMAT</td> <td><a href="https://seekingalpha.com/symbol/AMAT">Applied Materials</a></td> <td>5.34%</td> <td>$873,194,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>MDLN</td> <td><a href="https://seekingalpha.com/symbol/MDLN">Medline Inc Cl A</a></td> <td>5.06%</td> <td>$826,992,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>LIN</td> <td><a href="https://seekingalpha.com/symbol/LIN">Linde plc</a></td> <td>4.94%</td> <td>$808,551,000</td> </tr> <tr> <td>Stephen Mandel - Lone Pine Capital</td> <td>TER</td> <td><a href="https://seekingalpha.com/symbol/TER">Teradyne Inc.</a></td> <td>4.42%</td> <td>$722,412,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>GOOG</td> <td><a href="https://seekingalpha.com/symbol/GOOG">Alphabet Inc. CL C</a></td> <td>7.40%</td> <td>$971,608,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BRK.A</td> <td><a href="https://seekingalpha.com/symbol/BRK.A">Berkshire Hathaway CL A</a></td> <td>6.35%</td> <td>$834,219,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BRK.B</td> <td><a href="https://seekingalpha.com/symbol/BRK.B">Berkshire Hathaway CL B</a></td> <td>5.84%</td> <td>$766,583,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>BN</td> <td><a href="https://seekingalpha.com/symbol/BN">Brookfield Corp.</a></td> <td>4.24%</td> <td>$556,805,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>DE</td> <td><a href="https://seekingalpha.com/symbol/DE">Deere &amp; Co.</a></td> <td>4.24%</td> <td>$556,878,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>AMZN</td> <td><a href="https://seekingalpha.com/symbol/AMZN">Amazon.com Inc.</a></td> <td>3.69%</td> <td>$484,011,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>ADI</td> <td><a href="https://seekingalpha.com/symbol/ADI">Analog Devices</a></td> <td>3.02%</td> <td>$397,040,000</td> </tr> <tr> <td>Thomas Gayner - Markel Group</td> <td>GS</td> <td><a href="https://seekingalpha.com/symbol/GS">Goldman Sachs Group</a></td> <td>2.77%</td> <td>$363,446,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>RYN</td> <td><a href="https://seekingalpha.com/symbol/RYN">Rayonier Inc.</a></td> <td>10.54%</td> <td>$201,976,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>MAT</td> <td><a href="https://seekingalpha.com/symbol/MAT">Mattel Inc.</a></td> <td>8.92%</td> <td>$171,036,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>CNX</td> <td><a href="https://seekingalpha.com/symbol/CNX">CNX Resources Corp.</a></td> <td>8.25%</td> <td>$158,218,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>PPLI</td> <td><a href="https://seekingalpha.com/symbol/PPLI">People Inc.</a></td> <td>7.54%</td> <td>$144,566,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>ACI</td> <td><a href="https://seekingalpha.com/symbol/ACI">Albertsons Co Inc.</a></td> <td>6.09%</td> <td>$116,848,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>REGN</td> <td><a href="https://seekingalpha.com/symbol/REGN">Regeneron Pharmaceuticals</a></td> <td>4.95%</td> <td>$94,979,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>FBIN</td> <td><a href="https://seekingalpha.com/symbol/FBIN">Fortune Brands Innovations Inc.</a></td> <td>4.83%</td> <td>$92,623,000</td> </tr> <tr> <td>Mason Hawkins - Southeastern Asset Management</td> <td>KHC</td> <td><a href="https://seekingalpha.com/symbol/KHC">Kraft Heinz Co.</a></td> <td>4.45%</td> <td>$85,220,000</td> </tr> </tbody> </table> <p><em>Only the 96 most relevant rows are shown.</em></p>