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- Value Investor Daily #62
Value Investor Daily #62
Superinvestors' Top New Buys: Bill Ackman, Mohnish Pabrai, Warren Buffett & More
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The quarterly 13F filings came out this week.
Their new buys are always full of gems. You couldn’t ask for a better list of potential value ideas. These are the world’s most serious money managers, making real bets with investor funds.
Here’s a look at what the world’s leading Superinvestors added to their portfolios in Q3.
Li Lu - Himalaya Capital Management
SCO - Sable Offshore: 1.28% (position size)
ValueAct Capital
META - Meta: 3.08%
LYV - Live Nation: 2.82%
V - Visa: 2.61%
LLYVK - Liberty Media Corp. Series C: 1.74%
LLYVA - Liberty Media Corp. Series A: 0.85%
Bill Gates - Gates Foundation Trust
PCAR - PACCAR: 0.22%
David Einhorn - Greenlight Capital
CNH - CNH Industrial: 3.28%
Bill Ackman - Pershing Square Capital Management
SEG - Seaport Entertainment Group: 0.44%
Dan Loeb - Third Point
BN - Brookfield Corp.: 3.41%
FLUT - Flutter Entertainment: 1.64%
LPLA - LPL Financial Holdings Inc.: 1.53%
CRS - Carpenter Technology: 1.43%
TSLA - Tesla: 1.42%
CVS - CVS Health: 1.34%
ANSS - ANSYS Inc.: 1.10%
HE - Hawaiian Electric: 0.20%
CCO - Clear Channel Outdoor: 0.02%
Warren Buffett - Berkshire Hathaway
DPZ - Dominos Pizza: 0.21%
POOL - Pool Corp.: 0.06%
Bill Miller - Miller Value Partners
MSTR - MicroStrategy Inc.: 4.78%
TTE - TotalEnergies SE: 0.28%
Pat Dorsey - Dorsey Asset Management
APP - Applovin Corp.: 9.83%
Prem Watsa - Fairfax Financial Holdings
KHC - Kraft Heinz Co.: 2.39%
ATS - ATS Corp: 0.15%
Seth Klarman - Baupost Group
DG - Dollar General: 5.56%
LBRDK - Liberty Broadband Corp. CL C: 0.38%
TBN - Tamboran Resources Corp: 0.33%
QSR - Restaurant Brands International: 0.06%
LBRDA - Liberty Broadband Corp. CL A: 0.02%
Mohnish Pabrai - Pabrai Investments
DAC - Danaos Corp.: 1.64%
Bill Nygren - Oakmark Select Fund
CNC - Centene Corp.: 3.65%
LBRDK - Liberty Broadband Corp. CL C: 1.45%
That’s the full list of new buys from our favorite managers. You can explore a ton more investors and data here. Enjoy!
Do your own research before investing.
Thank you for reading today!
Happy Investing,
Value Investor Daily
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