One Family's Blog

Gayner’s portfolio increased from $7.91B to $8.70B this quarter. There were only minor adjustments this quarter. Berkshire Hathaway at ~12% of the portfolio is by far the largest position. Thomas... [[ This is a content summary only. Visit my w...

The huge ~$23B portfolio has 21 positions. The largest stake, Berkshire Hathaway is at a whopping ~44% of the portfolio. This quarter saw Berkshire Hathaway, Microsoft, and Grupo Televisa SA stake... [[ This is a content summary only. Visit my web...

Michael Price’s 13F portfolio value increased from $865M to $905M this quarter. MFP Investors increased Twitter and Trinity Place Holdings while reducing The Bancorp during the quarter. The largest... [[ This is a content summary only. Visit my...

John Armitage’s 13F portfolio value increased from $21.04B to $21.45B this quarter. Egerton Capital added Lowes and increased Amazon.com and Shopify while reducing Linde plc & Meta Platforms and... [[ This is a content summary only. Visit my...

Michael Burry’s 13F portfolio value increased from $42M to $75M this quarter. Scion Asset Management added Bristol-Myers Squibb, Fidelity National Financial, General Dynamic, and AEA-Bridges Impact... [[ This is a content summary only. Visit my w...

 Aquamarine Capital’s 13F portfolio value increased from $204M to $218M. The portfolio was untouched this quarter. Berkshire Hathaway, American Express, and Bank of America are the three largest... [[ This is a content summary only. Visit my we...

Robert & Jeffrey Bruce’s 13F portfolio value increased from $471M to $500M this quarter. Bruce Fund decreased Apple & Amryt Pharma plc during the quarter. The largest three individual stock... [[ This is a content summary only. Visit my...