Portfolio Name | Portfolio Description | Current Value | Cost Basis | Total Return | Total Return % | Inception Date |
|---|---|---|---|---|---|---|
| John Rogers - Ariel Investments | $9.60B | $8.93B | +$668.45M | +7.48% | Aug 2, 2026 | |
| Optics, Energy & Semiconductors | Optoelectronics, Energy & Semiconductors plus a hint of MAG7, Logistics, Financials, Insurance tilts | $186.62K | $154.92K | +$31.70K | +20.46% | Apr 23, 2026 |
| Abrams Bison Investments | $2.93B | $2.31B | +$620.40M | +26.85% | Aug 2, 2026 | |
| Lee Ainslie - Maverick Capital | $9.89B | $8.50B | +$1.39B | +16.34% | Aug 2, 2026 | |
| Bill Nygren - Oakmark Funds | $82.24B | $74.83B | +$7.42B | +9.91% | Aug 2, 2026 | |
| Norbert Lou - Punch Card Management | $192.86M | $270.65M | $77.78M | -28.74% | Aug 2, 2026 | |
| Henry Ellenbogen - Durable Capital Partners | $9.96B | $9.71B | +$246.09M | +2.53% | Aug 2, 2026 | |
| Mason Hawkins - Southeastern Asset Management | $2.05B | $2.03B | +$24.55M | +1.21% | Aug 2, 2026 | |
| David Rolfe - Wedgewood Partners | $527.93M | $484.29M | +$43.65M | +9.01% | Aug 2, 2026 | |
| Arnold Van Den Berg - Century Management | $464.84M | $434.42M | +$30.42M | +7.00% | Aug 2, 2026 | |
| Bill Miller - Miller Value Partners | $415.46M | $383.18M | +$32.28M | +8.43% | Aug 2, 2026 | |
| Hillman Capital Management | $159.04M | $144.00M | +$15.04M | +10.44% | Aug 2, 2026 | |
| Ruane Cunniff LP | $6.62B | $6.02B | +$598.80M | +9.94% | Aug 2, 2026 | |
| Guy Spier - Aquamarine Capital | $122.10M | $144.09M | $21.99M | -15.26% | Jan 2, 2025 |