Filing on May 13, 2025 Q1 2025

Chuck Akre

Akre Capital Management LLC
  • MA
  • ORLY
  • MCO
  • V
  • KKR
  • ROP
  • CSGP
Chuck Akre's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Tom Russo

Gardner Russo & Quinn LLC
  • BRK-A
  • MA
  • GOOG
  • PM
  • BRK-B
  • NSRGY
  • NFLX
Tom Russo's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Francois Rochon

Giverny Capital Inc.
  • BRK-B
  • META
  • AME
  • PGR
  • V
  • KMX
  • GOOG
Francois Rochon's Q1 2025 Portfolio
Filing on May 13, 2025 Q1 2025

Josh Tarasoff

Greenlea Lane Capital Management, LLC
  • AMZN
  • BRK-A
  • MKL
  • TRUP
  • TSLA
  • GOOGL
  • BUR
Josh Tarasoff's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Polen Capital

Polen Capital Management LLC
  • AMZN
  • MSFT
  • V
  • ORCL
  • MA
  • ABT
  • SHOP
Polen Capital's Q1 2025 Portfolio
Filing on May 12, 2025 Q1 2025

Chris Davis

Davis Selected Advisers
  • COF
  • META
  • BRK-A
  • CVS
  • AMAT
  • MKL
  • AMZN
Chris Davis's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

William Von Mueffling

Cantillon Capital Management LLC
  • AVGO
  • SPGI
  • V
  • GOOGL
  • CBRE
  • ICE
  • IBKR
William Von Mueffling's Q1 2025 Portfolio
Filing on May 09, 2025 Q1 2025

David Abrams

Abrams Capital Management, L.P.
  • LAD
  • ABG
  • TPX
  • GOOGL
  • CPNG
  • WTW
  • META
David Abrams's Q1 2025 Portfolio
Filing on May 07, 2025 Q1 2025

Cathie Wood

Ark Investment Management LLC
  • TSLA
  • ROKU
  • PLTR
  • COIN
  • RBLX
  • HOOD
  • SHOP
Cathie Wood's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

John Armitage

Egerton Capital (Uk) LLP
  • AMZN
  • PGR
  • MSFT
  • CME
  • META
  • ACGL
  • LLY
John Armitage's Q1 2025 Portfolio
Filing on May 06, 2025 Q1 2025

Harry Burn

Sound Shore Management Inc
  • CTRA
  • COF
  • FIS
  • BAX
  • C
  • LUV
  • EOG
Harry Burn's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Richard Pzena

Pzena Investment Management LLC
  • CTSH
  • BAX
  • CVS
  • DG
  • CHTR
  • HUM
  • COF
Richard Pzena's Q1 2025 Portfolio
Filing on May 02, 2025 Q1 2025

Tom Gayner

Markel Corp
  • BRK-A
  • BRK-B
  • GOOG
  • DE
  • AMZN
  • V
  • HD
Tom Gayner's Q1 2025 Portfolio
Filing on Apr 30, 2025 Q1 2025

Donald Yacktman

Yacktman Asset Management LP
  • CNQ
  • MSFT
  • SCHW
  • PG
  • FOX
  • PEP
  • CTSH
Donald Yacktman's Q1 2025 Portfolio
Filing on Apr 22, 2025 Q1 2025

David Katz

Matrix Asset Advisors Inc
  • MSFT
  • JPM
  • BK
  • MDT
  • AAPL
  • MS
  • AMGN
David Katz's Q1 2025 Portfolio
Filing on Apr 14, 2025 Q1 2025

Robert Olstein

Olstein Capital Management, L.P.
  • DIS
  • LKQ
  • ST
  • BAX
  • SLB
  • JNJ
  • BDX
Robert Olstein's Q1 2025 Portfolio
Filing on Nov 13, 2024 Q3 2024

Julian Robertson

Tiger Management L.L.C.
  • VOO
Julian Robertson's Q3 2024 Portfolio
Filing on Nov 12, 2024 Q3 2024

Ensemble Capital

Ensemble Capital Management, LLC
  • HD
  • MA
  • BKNG
  • NFLX
  • BR
  • NVR
  • GOOGL
Ensemble Capital's Q3 2024 Portfolio