One Family's Blog

Thyra Zerhusen’s 13F portfolio value decreased from $624M to $544M this quarter. Fairpointe Capital Western Digital and Biogen during the quarter.  The largest three positions are Tegna, Juniper... [[ This is a content summary only. Visit my we...

Michael Price’s 13F portfolio value increased from $551M to $649M this quarter. MFP Investors added W R Grace and increased Franklin Resources during the quarter. The largest three individual stock... [[ This is a content summary only. Visit my...

Baker Brothers’ 13F portfolio value increased from $25.03B to $26.54B this quarter. The large stake in BeiGene was decreased during the quarter. The top three positions are Seattle Genetics, BeiGene,... [[ This is a content summary only. Visit m...

Charlie Munger’s Daily Journal Portfolio has just five positions. The portfolio has been largely untouched since their first 13F filing for Q4 2013. This quarter saw a ~19% stake built in Alibaba... [[ This is a content summary only. Visit my we...

 Leon Cooperman’s 13F portfolio value increased from $1.02B to $1.39B this quarter. Omega Advisors MP Materials during the quarter. Mr. Cooper Group, Fiserv, and Alphabet are the largest three... [[ This is a content summary only. Visit my webs...

The huge ~$22B portfolio has just 18 positions. The largest stake, Berkshire Hathaway is at a whopping ~44% of the portfolio. This quarter saw a ~40% increase in the Schrodinger stake. Gates... [[ This is a content summary only. Visit my website...

Gayner’s portfolio increased from $5.89B to $6.71B this quarter. Rollins stake was increased while decreasing Mohawk Industries during the quarter. Berkshire Hathaway at ~11% of the portfolio is by... [[ This is a content summary only. Visit my...