By One Family's Blog on Feb 21, 2024
Gayner’s portfolio increased from $8.30B to $9.20B this quarter. Several positions saw minor increases during the quarter. Berkshire Hathaway (BRK.A) at ~13% of the portfolio is by far the largest position. Thom...
By One Family's Blog on Feb 21, 2024
Gardner Russo & Quinn’s 13F portfolio value increased from $9.17B to $9.81B. Russo decreased most positions while adding Uber Technologies (UBER). The top three 13F stakes are Berkshire Hathaway (BRK.A), Alphabet (GOOG), a...
By One Family's Blog on Feb 21, 2024
ValueAct’s 13F portfolio value increased from $4.45B to ~$5B this quarter. ValueAct decreased Fiserv (FISV) and KKR (KKR) while adding Expedia (EXPD) and Walt Disney (DIS). The top three positions are Salesforce.com (CRM), Insight...
By One Family's Blog on Feb 21, 2024
John Armitage’s 13F portfolio value increased from $8.62B to $9.23B this quarter. Egerton Capital increased Amazon.com (AMZN) and Microsoft (MSFT) while reducing Canadian Pacific (CP) and Meta Platforms (META). Visa (V),...
By One Family's Blog on Feb 21, 2024
Jeff Smith’s 13F portfolio value increased from $3.90B to $4.81B this quarter. Starboard Value News Corp (NWS) and Fortrea Holdings (FTRE) during the quarter. The largest three individual stock positions are GoDaddy (GDD...
By One Family's Blog on Feb 21, 2024
Clifford Sossin’s 13F portfolio value increased from $780M to $827M this quarter. The portfolio has just 5 positions. Carvana (CVNA) at ~44% of the portfolio is by far the largest position. Clifford Sossin’s C...
By One Family's Blog on Feb 21, 2024
Daily Journal (DJCO) Portfolio has just four positions. The positions were untouched this quarter. The portfolio value increased from $159M to $185M this quarter. Daily Journal portfolio value increased from $159M...
