Scion Asset Management | EL | LAUDER ESTEE COS INC | 200,000 | $13.20M | 100.00% |
Fairholme Capital Management | JOE | ST JOE CO | 20,204,167 | $963.74M | 78.54% |
CAS Investment Partners | CVNA | CARVANA CO | 5,685,029 | $1.19B | 77.19% |
H&H International Investment | AAPL | APPLE INC | 35,118,607 | $7.21B | 62.47% |
Icahn Capital Management | IEP | Icahn Enterprises LP | 450,788,170 | $4.08B | 54.55% |
Punch Card Management | BRK-A | BERKSHIRE HATHAWAY INC DEL | 145 | $115.77M | 53.44% |
ADW Capital Management | PAR | PAR TECHNOLOGY CORP | 2,597,229 | $180.17M | 49.19% |
Arbiter Partners Capital Management | GRAL | GRAIL INC | 1,037,898 | $53.37M | 47.35% |
Abrams Capital Management | LOAR | LOAR HOLDINGS INC | 32,050,240 | $2.76B | 45.17% |
Joho Capital | MSFT | MICROSOFT CORP | 556,200 | $276.66M | 38.97% |
Conifer Management | EQH | EQUITABLE HLDGS INC | 5,000,000 | $280.50M | 36.51% |
Chou Associates Management | BRK-A | BERKSHIRE HATHAWAY INC DEL | 86 | $62.68M | 34.28% |
Conifer Management | GPI | GROUP 1 AUTOMOTIVE INC | 568,424 | $248.24M | 32.31% |
RV Capital | CVNA | CARVANA CO | 510,352 | $171.97M | 31.83% |
Valley Forge Capital Management | FICO | FAIR ISAAC CORP | 768,422 | $1.40B | 31.03% |
Dalal Street | HCC | WARRIOR MET COAL INC | 1,799,745 | $82.48M | 30.37% |
Fairfax Financial Holdings | ORLA | ORLA MINING LTD | 56,817,229 | $559.64M | 29.90% |
Ancient Art (Teton Capital) | IBKR | INTERACTIVE BROKERS GROUP IN | 1,643,636 | $91.07M | 29.41% |
Greenlight Capital | GRBK | GREEN BRICK PARTNERS INC | 11,404,883 | $592.37M | 28.92% |
Oakcliff Capital Partners | IBKR | INTERACTIVE BROKERS GROUP IN | 1,030,740 | $57.11M | 28.54% |
7G Capital Management | AAPL | Apple Inc | 150,000 | $33.32M | 28.54% |
AltaRock Partners | TDG | TRANSDIGM GROUP INC | 979,950 | $1.49B | 27.21% |
Punch Card Management | SGOV | ISHARES TR | 581,100 | $58.50M | 27.00% |
Himalaya Capital Management | BAC | BK OF AMERICA CORP | 13,846,633 | $577.82M | 26.12% |
Bill & Melinda Gates Foundation Trust | MSFT | MICROSOFT CORP | 28,457,247 | $10.68B | 25.55% |
AltaRock Partners | AMZN | AMAZON.COM INC | 6,275,906 | $1.38B | 25.14% |
Greenbrier Partners Capital Management | AAPL | APPLE INC | 1,429,977 | $317.64M | 24.86% |
AltaRock Partners | MSFT | MICROSOFT CORP | 2,578,649 | $1.28B | 23.42% |
Lountzis Asset Management | BRK-B | Berkshire Hathaway Class B | 135,368 | $65.76M | 23.15% |
Atlantic Investment Management | GTLS | CHART INDS INC | 274,699 | $45.23M | 23.08% |
Aquamarine Capital | BRK-B | BERKSHIRE HATHAWAY INC DEL | 140,600 | $38,387 | 22.55% |
Berkshire Hathaway | AAPL | APPLE INC | 280,000,000 | $57.45B | 22.31% |
Aquamarine Zurich AG | BRK-B | BERKSHIRE HATHAWAY INC DEL | 140,600 | $68,299 | 22.04% |
Conifer Management | LAD | LITHIA MTRS INC | 500,000 | $168.91M | 21.98% |
TCI Fund Management | GE | GE AEROSPACE | 47,570,947 | $9.52B | 21.95% |
Bill & Melinda Gates Foundation Trust | BRK-B | BERKSHIRE HATHAWAY INC DEL | 17,172,435 | $9.15B | 21.88% |
Aquamarine Zurich AG | AXP | AMERICAN EXPRESS CO | 210,000 | $66,986 | 21.62% |
Himalaya Capital Management | BRK-B | BERKSHIRE HATHAWAY INC DEL | 897,749 | $478.12M | 21.61% |
Trian Fund Management | GE | GE Aerospace | 4,030,213 | $806.65M | 21.59% |
Greenlea Lane Capital Management | AMZN | AMAZON COM INC | 324,640 | $61.77M | 21.34% |
Alta Fox Capital Management | REVG | REV GROUP INC | 1,605,857 | $76.42M | 20.77% |
Pershing Square Capital Management | UBER | UBER TECHNOLOGIES INC | 30,301,161 | $2.83B | 20.59% |
7G Capital Management | BRK-A | Berkshire Hathaway Inc Del | 30 | $23.95M | 20.52% |
Greenhaven Associates | C | Citigroup Inc (C) | 16,175,563 | $1.38B | 20.48% |
Triple Frond Partners | MSFT | MICROSOFT CORP | 403,043 | $151,298 | 20.45% |
Alta Fox Capital Management | DAKT | DAKTRONICS INC | 4,973,599 | $75.20M | 20.44% |
Valley Forge Capital Management | SPGI | S&P GLOBAL INC | 1,755,098 | $925.45M | 20.44% |
RV Capital | META | META PLATFORMS INC | 142,988 | $105.54M | 19.54% |
Engaged Capital | YETI | YETI HLDGS INC | 2,162,518 | $68.16M | 19.06% |
Dalal Street | AMR | ALPHA METALLURGICAL RESOUR I | 460,327 | $51.78M | 19.06% |