Jeffrey Ubben
ValueAct Holdings
Performance: 14.42% last year
$3.49 Billion portfolio
Salesforce
Insight Enterprises
Walt Disney Co (The)
6 more stocks
Charlie Munger
Daily Journal
Performance: 29.88% last year
$172 Million portfolio
Bank Of America
Wells Fargo
Alibaba Group Holding Ltd
1 more stocks
Carl Icahn
Icahn Capital Management LP
Performance: -34.46% last year
$7.85 Billion portfolio
Icahn Enterprises L P - Unit
CVR Energy
Southwest Gas Holdings
10 more stocks
AKO Capital
AKO Capital LLP
Performance: 20.43% last year
$7.61 Billion portfolio
Alcon - Registered Shares
Fair Isaac
Microsoft
22 more stocks
Glenn Greenberg
Brave Warrior Advisors, LLC
Performance: 20.85% last year
$4.57 Billion portfolio
Anthem
Primerica
Discover Financial Services
24 more stocks
Warren Buffett
Berkshire Hathaway
Performance: 18.20% last year
$284 Billion portfolio
Apple
American Express
Bank Of America
33 more stocks
Chuck Akre
Akre Capital Management LLC
Performance: 24.53% last year
$12.6 Billion portfolio
Moody`s
Mastercard Incorporated
KKR Inc
16 more stocks
Bill Gates
Bill & Melinda Gates Foundation Trust
Performance: 16.45% last year
$47.1 Billion portfolio
Microsoft
Berkshire Hathaway
Waste Management
18 more stocks
Donald Yacktman
Yacktman Asset Management
Performance: 11.19% last year
$10.7 Billion portfolio
Canadian Natural Resources Ltd.
Microsoft
Alphabet
68 more stocks
Ray Dalio
Bridgewater Associates
Performance: -15.15% last year
$19.4 Billion portfolio
BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF
BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF
NVIDIA
855 more stocks
Mario Gabelli
GAMCO Investors
Performance: 3.75% last year
$9.17 Billion portfolio
Mueller Industries
Crane
Herc Holdings
812 more stocks
Joel Greenblatt
Gotham Asset Management
Performance: 15.24% last year
$7.91 Billion portfolio
SSgA Active Trust - SPDR S&P 500 ETF Trust
Tidal ETF Trust - Gotham Enhanced 500 ETF
NVIDIA
1,365 more stocks
David Abrams
Abrams Capital
Performance: 11.74% last year
$3.07 Billion portfolio
Lithia Motors
Asbury Automotive Group
Meta Platforms
10 more stocks
Ensemble Capital
Ensemble Capital Management, LLC
Performance: -51.08% last year
$1.37 Billion portfolio
Home Depot
Mastercard Incorporated
Booking Holdings
20 more stocks
Broad Run
Broad Run Investment Management
Performance: 23.26% last year
$831 Million portfolio
AST SpaceMobile
Brookfield
American Tower
21 more stocks
Cliff Sosin
CAS Investment Partners
Performance: 37.23% last year
$1.3 Billion portfolio
Carvana
Hilton Grand Vacations
Capital One Financial
2 more stocks
Jeremy Grantham
GMO Asset Management
Performance: 11.87% last year
$29.6 Billion portfolio
Microsoft
Apple
Unitedhealth Group
499 more stocks
