Filing on May 13, 2024 Q1 2024

John Armitage

Egerton Capital (Uk) LLP
  • AMZN
  • CNI
  • V
  • META
  • GE
  • MSFT
  • FCNCA
John Armitage's Q1 2024 Portfolio
Filing on May 13, 2024 Q1 2024

Nat Simons

Meritage Group LP
  • GE
  • TRU
  • WDAY
  • CRL
  • A
  • AMZN
  • UNP
Nat Simons's Q1 2024 Portfolio
Filing on May 13, 2024 Q1 2024

Francois Rochon

Giverny Capital Inc.
  • BRK-B
  • AME
  • META
  • KMX
  • MKL
  • FIVE
  • IBP
Francois Rochon's Q1 2024 Portfolio
Filing on May 13, 2024 Q1 2024

Ensemble Capital

Ensemble Capital Management, LLC
  • MA
  • BKNG
  • NFLX
  • GOOGL
  • HD
  • BR
  • NVR
Ensemble Capital's Q1 2024 Portfolio
Filing on May 10, 2024 Q1 2024

Polen Capital

Polen Capital Management LLC
  • AMZN
  • MSFT
  • GOOG
  • V
  • NFLX
  • MA
  • CRM
Polen Capital's Q1 2024 Portfolio
Filing on May 10, 2024 Q1 2024

Harry Burn

Sound Shore Management Inc
  • PVH
  • WFC
  • FLEX
  • GM
  • COF
  • FIS
  • TEVA
Harry Burn's Q1 2024 Portfolio
Filing on May 09, 2024 Q1 2024

Ken Fisher

Fisher Asset Management, LLC
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • VCIT
  • AMD
Ken Fisher's Q1 2024 Portfolio
Filing on May 08, 2024 Q1 2024

William Von Mueffling

Cantillon Capital Management LLC
  • AVGO
  • SPGI
  • GOOGL
  • AMAT
  • V
  • ADI
  • MSFT
William Von Mueffling's Q1 2024 Portfolio
Filing on May 07, 2024 Q1 2024

Bill Miller

Miller Value Partners, LLC
  • STLA
  • T
  • JXN
  • BFH
  • WAL
  • OMF
  • QUAD
Bill Miller's Q1 2024 Portfolio
Filing on May 06, 2024 Q1 2024

Tweedy Browne Co.

Tweedy, Browne CO LLC
  • BRK-A
  • GOOGL
  • JNJ
  • FMC
  • IONS
  • KOF
  • ALV
Tweedy Browne Co.'s Q1 2024 Portfolio
Filing on May 03, 2024 Q1 2024

Richard Pzena

Pzena Investment Management LLC
  • CTSH
  • COF
  • DOW
  • BAX
  • C
  • WFC
  • MGA
Richard Pzena's Q1 2024 Portfolio
Filing on May 03, 2024 Q1 2024

Tom Gayner

Markel Corp
  • BRK-A
  • BRK-B
  • GOOG
  • AMZN
  • HD
  • DE
  • V
Tom Gayner's Q1 2024 Portfolio
Filing on May 02, 2024 Q1 2024

Donald Yacktman

Yacktman Asset Management LP
  • CNQ
  • MSFT
  • GOOG
  • SCHW
  • PEP
  • PG
  • NWSA
Donald Yacktman's Q1 2024 Portfolio
Filing on May 02, 2024 Q1 2024

Robert Vinall

Rv Capital Ag
  • META
  • CACC
  • CVNA
  • WIX
  • IBKR
  • PDD
Robert Vinall's Q1 2024 Portfolio
Filing on Apr 19, 2024 Q1 2024

Robert Olstein

Olstein Capital Management, L.P.
  • DIS
  • ST
  • ABM
  • CFG
  • WCC
  • MHK
  • DIN
Robert Olstein's Q1 2024 Portfolio
Filing on Apr 18, 2024 Q1 2024

Cathie Wood

Ark Investment Management LLC
  • COIN
  • TSLA
  • SQ
  • ROKU
  • PATH
  • CRSP
  • HOOD
Cathie Wood's Q1 2024 Portfolio
Filing on Apr 15, 2024 Q1 2024

David Katz

Matrix Asset Advisors Inc
  • MSFT
  • JPM
  • QCOM
  • BK
  • CMCSA
  • PNC
  • MS
David Katz's Q1 2024 Portfolio
Filing on Apr 04, 2024 Q1 2024

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q1 2024 Portfolio