Pat Dorsey’s 13F portfolio value increased from $766M to $778M this quarter. They added Danaher Corp (DHR) and increased Herc Holdings (HEI) during the quarter. Meta Platforms at ~18% of the portfolio is the largest posi...
One Family's Blog
| Blog URL: | http://www.onefamilysblog.com |
| Blog Tags: | travel, piano, philately, kids, hobbies, investments, books, stocks, review |
| Country: | United States |
| State/Province: | California |
A family seeking financial independence as quickly as possible and smelling roses on the way. | |
Latest Blog Posts
Polen Capital Management’s 13F portfolio value increased from ~$38B to ~$41.49B this quarter. Microsoft (MSFT) stake was increased while decreasing Netflix (NFLX) during the quarter. The top three positions are Amazon.co...
Robert Karr's 13F portfolio value increased from $444M to $552M this quarter. Joho Capital increased Microsoft (MSFT) and Shoals Technologies (SHLS) while decreasing Alphabet (GOOGL) and Rvian Automotive (RIVN).  ...
The huge ~$39B portfolio has just 24 positions. The largest stake, Microsoft Corporation is at ~34% of the portfolio. They decreased Berkshire Hathaway (BRK.A) this quarter. Gates Foundation portfolio value increased from $...
Wallace Weitz's 13F portfolio value increased from $1.82B to $1.90B this quarter. Weitz Investment Management trimmed Alphabet (GOOGL) and Amazon.com (AMZN) during the quarter. The top three positions are Berkshire Hathaway (BRK.A),...
Glenview Capital Management’s 13F portfolio value increased from ~$4.4B to ~$4.7B this quarter. They increased Cigna (CI), DXC Technology (DXC), Clarivate plc (CLVT) and Alight (ALIT) while reducing Fiserv (FISV) and Amazon.com (AMZN).&...
Tracking Kahn Brothers Portfolio – Q4 2023 Update
on Feb 21, 2024
Kahn Brothers’ 13F portfolio value decreased from ~$641M to ~$635M this quarter. Most of the stakes saw minor adjustments during the quarter. The portfolio continues to be very concentrated with the top five positions ac...
