Portfolio Name | Portfolio Description | Current Value | Cost Basis | Total Return | Total Return % | Inception Date |
|---|---|---|---|---|---|---|
| Ruane Cunniff LP | $6,622,359,013.38 | $6,023,558,045.59 | +$598,800,967.79 | +9.94% | Aug 2, 2026 | |
| Guy Spier - Aquamarine Capital | $124,566,715.00 | $144,091,554.10 | $-19,524,839.10 | -13.55% | Jan 2, 2025 | |
| Optics, Energy & Semiconductors | Optoelectronics, Energy & Semiconductors plus a hint of MAG7, Logistics, Financials, Insurance tilts | $185,088.01 | $155,010.44 | +$30,077.57 | +19.40% | Apr 23, 2026 |
| Abrams Bison Investments | $2,650,242,904.62 | $2,310,989,553.12 | +$339,253,351.50 | +14.68% | Aug 2, 2026 | |
| Lee Ainslie - Maverick Capital | $9,889,233,011.22 | $8,499,931,935.34 | +$1,389,301,075.88 | +16.34% | Aug 2, 2026 | |
| Bill Nygren - Oakmark Funds | $85,559,286,634.72 | $74,825,489,173.52 | +$10,733,797,461.20 | +14.35% | Aug 2, 2026 | |
| Norbert Lou - Punch Card Management | $192,861,847.90 | $270,645,373.58 | $-77,783,525.68 | -28.74% | Aug 2, 2026 | |
| Henry Ellenbogen - Durable Capital Partners | $9,960,034,664.73 | $9,713,947,944.15 | +$246,086,720.58 | +2.53% | Aug 2, 2026 | |
| Mason Hawkins - Southeastern Asset Management | $2,054,348,833.79 | $2,029,798,972.78 | +$24,549,861.02 | +1.21% | Aug 2, 2026 | |
| David Rolfe - Wedgewood Partners | $527,934,543.31 | $484,285,094.77 | +$43,649,448.55 | +9.01% | Aug 2, 2026 | |
| Arnold Van Den Berg - Century Management | $464,840,083.25 | $434,423,029.81 | +$30,417,053.44 | +7.00% | Aug 2, 2026 | |
| Bill Miller - Miller Value Partners | $415,463,919.51 | $383,179,564.03 | +$32,284,355.48 | +8.43% | Aug 2, 2026 | |
| Hillman Capital Management | $159,041,247.38 | $144,004,104.86 | +$15,037,142.52 | +10.44% | Aug 2, 2026 | |
| Thomas Gayner - Markel Group | $12,323,844,575.24 | $13,130,486,751.43 | $-806,642,176.20 | -6.14% | Jan 2, 2025 |