# moatshark > Portfolio holdings of well-known value investors from their SEC filings (Form 13F), plus the full > portfolios of the US mutual funds and ETFs they run (Form N-PORT), which include shares listed outside the US. > Share classes of the same company are combined. Updated as filings arrive. Not investment advice. ## Managers - [Abrams Bison Investments](https://www.moatshark.com/m/abrams-bison-investments): 13F for quarter ending 2026-06-30, US holdings $2.0bn - [Abrams Capital Management](https://www.moatshark.com/m/abrams-capital-management) (David Abrams): 13F for quarter ending 2026-06-30, US holdings $5.5bn - [AKO Capital](https://www.moatshark.com/m/ako-capital) (Gorm Thomassen, Patrick Hargreaves): 13F for quarter ending 2026-06-30, US holdings $4.3bn - [Akre Capital Management](https://www.moatshark.com/m/akre-capital-management) (John Neff, Chuck Akre): 13F for quarter ending 2026-06-30, US holdings $5.1bn, 1 fund portfolio - [AltaRock Partners](https://www.moatshark.com/m/altarock-partners) (Mark Massey): 13F for quarter ending 2026-06-30, US holdings $4.2bn - [Appaloosa](https://www.moatshark.com/m/appaloosa) (David Tepper): 13F for quarter ending 2026-06-30, US holdings $7.5bn - [Aquamarine Capital (Guy Spier)](https://www.moatshark.com/m/aquamarine-capital-guy-spier): 13F for quarter ending 2026-06-30, US holdings $0.1bn - [Ariel Investments](https://www.moatshark.com/m/ariel-investments): 13F for quarter ending 2026-06-30, US holdings $10.0bn, 2 fund portfolios - [Atlantic Investment Management](https://www.moatshark.com/m/atlantic-investment-management): 13F for quarter ending 2026-06-30, US holdings $0.2bn - [Baupost Group](https://www.moatshark.com/m/baupost-group) (Seth Klarman): 13F for quarter ending 2026-06-30, US holdings $5.4bn - [Berkshire Hathaway](https://www.moatshark.com/m/berkshire-hathaway) (Greg Abel, Ted Weschler, Warren Buffett): 13F for quarter ending 2026-06-30, US holdings $299.3bn - [Biglari Capital](https://www.moatshark.com/m/biglari-capital) (Sardar Biglari): 13F for quarter ending 2026-06-30, US holdings $1.2bn - [Brave Warrior Advisors](https://www.moatshark.com/m/brave-warrior-advisors) (Glenn Greenberg): 13F for quarter ending 2026-06-30, US holdings $4.6bn - [Cantillon Capital Management](https://www.moatshark.com/m/cantillon-capital-management) (William von Mueffling): 13F for quarter ending 2026-06-30, US holdings $0.7bn - [Carl Icahn](https://www.moatshark.com/m/carl-icahn) (Carl Icahn, Brett Icahn): 13F for quarter ending 2026-06-30, US holdings $8.3bn - [CAS Investment Partners](https://www.moatshark.com/m/cas-investment-partners) (Clifford Sosin): 13F for quarter ending 2026-06-30, US holdings $1.9bn - [Causeway Capital Management](https://www.moatshark.com/m/causeway-capital-management): 13F for quarter ending 2026-06-30, US holdings $9.2bn, 3 fund portfolios - [Century Management](https://www.moatshark.com/m/century-management): 13F for quarter ending 2026-06-30, US holdings $0.5bn - [Chou Associates](https://www.moatshark.com/m/chou-associates) (Francis Chou): 13F for quarter ending 2026-06-30, US holdings $0.2bn - [Conifer Management](https://www.moatshark.com/m/conifer-management) (Greg Alexander): 13F for quarter ending 2026-06-30, US holdings $0.6bn - [Daily Journal Corp](https://www.moatshark.com/m/daily-journal-corp) (Steven Myhill-Jones): 13F for quarter ending 2026-09-30, US holdings $0.2bn - [Dalal Street (Mohnish Pabrai)](https://www.moatshark.com/m/dalal-street-mohnish-pabrai) (Mohnish Pabrai): 13F for quarter ending 2026-06-30, US holdings $0.3bn, 1 fund portfolio - [Davis Selected Advisers](https://www.moatshark.com/m/davis-selected-advisers) (Chris Davis, Danton Goei): 13F for quarter ending 2026-06-30, US holdings $23.3bn, 4 fund portfolios - [Dodge & Cox](https://www.moatshark.com/m/dodge-cox) (David Hoeft, Steven Voorhis): 13F for quarter ending 2026-06-30, US holdings $191.0bn, 3 fund portfolios - [Dorsey Asset Management](https://www.moatshark.com/m/dorsey-asset-management) (Pat Dorsey): 13F for quarter ending 2026-06-30, US holdings $1.6bn - [Durable Capital Partners](https://www.moatshark.com/m/durable-capital-partners): 13F for quarter ending 2026-06-30, US holdings $10.3bn - [Egerton Capital](https://www.moatshark.com/m/egerton-capital): 13F for quarter ending 2026-09-30, US holdings $9.8bn - [Engaged Capital](https://www.moatshark.com/m/engaged-capital) (Glenn Welling): 13F for quarter ending 2026-06-30, US holdings $0.3bn - [Fairfax Financial Holdings](https://www.moatshark.com/m/fairfax-financial-holdings) (Prem Watsa): 13F for quarter ending 2026-06-30, US holdings $2.6bn - [Fairholme Capital Management](https://www.moatshark.com/m/fairholme-capital-management) (Bruce Berkowitz): 13F for quarter ending 2026-06-30, US holdings $1.5bn, 1 fund portfolio - [First Eagle Investment Management](https://www.moatshark.com/m/first-eagle-investment-management) (Matthew McLennan, Julien Albertini, Manish Gupta): 13F for quarter ending 2026-06-30, US holdings $60.7bn, 2 fund portfolios - [First Pacific Advisors (FPA)](https://www.moatshark.com/m/first-pacific-advisors-fpa) (Steven Romick, Mark Landecker): 13F for quarter ending 2026-06-30, US holdings $8.0bn, 1 fund portfolio - [Fundsmith](https://www.moatshark.com/m/fundsmith) (Terry Smith): 13F for quarter ending 2026-06-30, US holdings $13.6bn, 1 fund portfolio - [Gardner Russo & Quinn](https://www.moatshark.com/m/gardner-russo-quinn) (Tom Russo): 13F for quarter ending 2026-06-30, US holdings $8.9bn - [Gates Foundation Trust](https://www.moatshark.com/m/gates-foundation-trust) (Michael Larson): 13F for quarter ending 2026-06-30, US holdings $34.4bn - [Giverny Capital](https://www.moatshark.com/m/giverny-capital) (François Rochon): 13F for quarter ending 2026-06-30, US holdings $3.0bn - [Greenhaven Associates](https://www.moatshark.com/m/greenhaven-associates): 13F for quarter ending 2026-09-30, US holdings $8.0bn - [Greenlea Lane Capital](https://www.moatshark.com/m/greenlea-lane-capital) (Josh Tarasoff): 13F for quarter ending 2026-06-30, US holdings $0.4bn - [Greenlight Capital](https://www.moatshark.com/m/greenlight-capital) (David Einhorn): 13F for quarter ending 2026-06-30, US holdings $3.9bn - [H&H International (Duan Yongping)](https://www.moatshark.com/m/h-h-international-duan-yongping) (Duan Yongping): 13F for quarter ending 2026-06-30, US holdings $19.1bn - [Harris Associates (Oakmark)](https://www.moatshark.com/m/harris-associates-oakmark) (Bill Nygren, David Herro): 13F for quarter ending 2026-06-30, US holdings $75.2bn, 7 fund portfolios - [Hillman Capital Management](https://www.moatshark.com/m/hillman-capital-management): 13F for quarter ending 2026-06-30, US holdings $0.1bn, 1 fund portfolio - [Himalaya Capital](https://www.moatshark.com/m/himalaya-capital) (Li Lu): 13F for quarter ending 2026-06-30, US holdings $3.7bn - [Horizon Kinetics](https://www.moatshark.com/m/horizon-kinetics) (Steven Bregman): 13F for quarter ending 2026-06-30, US holdings $8.8bn, 3 fund portfolios - [Jensen Investment Management](https://www.moatshark.com/m/jensen-investment-management) (Rob McIver): 13F for quarter ending 2026-06-30, US holdings $4.1bn, 1 fund portfolio - [Kahn Brothers](https://www.moatshark.com/m/kahn-brothers) (Andrew Kahn): 13F for quarter ending 2026-06-30, US holdings $0.6bn - [Lindsell Train](https://www.moatshark.com/m/lindsell-train) (Nick Train, Michael Lindsell): 13F for quarter ending 2026-09-30, US holdings $2.4bn - [Lone Pine Capital](https://www.moatshark.com/m/lone-pine-capital): 13F for quarter ending 2026-06-30, US holdings $16.4bn - [Mairs & Power](https://www.moatshark.com/m/mairs-power) (Andrew Adams): 13F for quarter ending 2026-06-30, US holdings $10.9bn, 3 fund portfolios - [Markel Group](https://www.moatshark.com/m/markel-group) (Tom Gayner): 13F for quarter ending 2026-09-30, US holdings $12.8bn - [Matrix Asset Advisors](https://www.moatshark.com/m/matrix-asset-advisors) (David Katz): 13F for quarter ending 2026-09-30, US holdings $1.2bn, 1 fund portfolio - [Maverick Capital](https://www.moatshark.com/m/maverick-capital): 13F for quarter ending 2026-06-30, US holdings $11.1bn - [Miller Value Partners](https://www.moatshark.com/m/miller-value-partners) (Bill Miller IV): 13F for quarter ending 2026-06-30, US holdings $0.4bn, 1 fund portfolio - [Muhlenkamp & Company](https://www.moatshark.com/m/muhlenkamp-company) (Jeff Muhlenkamp): 13F for quarter ending 2026-06-30, US holdings $0.3bn, 1 fund portfolio - [Oakcliff Capital](https://www.moatshark.com/m/oakcliff-capital) (Bryan Lawrence): 13F for quarter ending 2026-06-30, US holdings $0.3bn - [Oaktree Capital Management](https://www.moatshark.com/m/oaktree-capital-management) (Howard Marks): 13F for quarter ending 2026-06-30, US holdings $3.8bn - [Omega Family Office (Leon Cooperman)](https://www.moatshark.com/m/omega-family-office-leon-cooperman) (Leon Cooperman): 13F for quarter ending 2026-06-30, US holdings $3.5bn - [Patient Capital Management](https://www.moatshark.com/m/patient-capital-management): 13F for quarter ending 2026-06-30, US holdings $3.0bn, 1 fund portfolio - [Pershing Square](https://www.moatshark.com/m/pershing-square) (Bill Ackman): 13F for quarter ending 2026-06-30, US holdings $19.5bn - [Polen Capital Management](https://www.moatshark.com/m/polen-capital-management) (Dan Davidowitz, Damon Ficklin): 13F for quarter ending 2026-06-30, US holdings $11.6bn, 3 fund portfolios - [Punch Card Management](https://www.moatshark.com/m/punch-card-management) (Norbert Lou): 13F for quarter ending 2026-06-30, US holdings $0.3bn - [Pzena Investment Management](https://www.moatshark.com/m/pzena-investment-management): 13F for quarter ending 2026-09-30, US holdings $34.1bn, 1 fund portfolio - [Ruane, Cunniff & Goldfarb (Sequoia)](https://www.moatshark.com/m/ruane-cunniff-goldfarb-sequoia) (John Harris, Arman Gökgöl-Kline, Trevor Magyar): 13F for quarter ending 2026-06-30, US holdings $6.4bn, 1 fund portfolio - [RV Capital](https://www.moatshark.com/m/rv-capital) (Robert Vinall): 13F for quarter ending 2026-06-30, US holdings $0.4bn - [Semper Augustus](https://www.moatshark.com/m/semper-augustus) (Chris Bloomstran): 13F for quarter ending 2026-06-30, US holdings $0.9bn - [ShawSpring Partners](https://www.moatshark.com/m/shawspring-partners): 13F for quarter ending 2026-06-30, US holdings $0.2bn - [Smead Capital Management](https://www.moatshark.com/m/smead-capital-management) (Bill Smead, Cole Smead): 13F for quarter ending 2026-09-30, US holdings $4.7bn, 2 fund portfolios - [Sound Shore Management](https://www.moatshark.com/m/sound-shore-management): 13F for quarter ending 2026-09-30, US holdings $3.2bn, 1 fund portfolio - [Southeastern Asset Management](https://www.moatshark.com/m/southeastern-asset-management) (Mason Hawkins, Ross Glotzbach): 13F for quarter ending 2026-06-30, US holdings $1.9bn, 3 fund portfolios - [TCI Fund Management](https://www.moatshark.com/m/tci-fund-management) (Chris Hohn): 13F for quarter ending 2026-06-30, US holdings $52.8bn - [Third Avenue Management](https://www.moatshark.com/m/third-avenue-management) (Matthew Fine): 13F for quarter ending 2026-06-30, US holdings $0.6bn, 4 fund portfolios - [Third Point](https://www.moatshark.com/m/third-point): 13F for quarter ending 2026-06-30, US holdings $4.6bn - [Tiger Global Management](https://www.moatshark.com/m/tiger-global-management): 13F for quarter ending 2026-06-30, US holdings $24.0bn - [Torray Investment Partners](https://www.moatshark.com/m/torray-investment-partners): 13F for quarter ending 2026-09-30, US holdings $0.7bn, 1 fund portfolio - [Trian Fund Management](https://www.moatshark.com/m/trian-fund-management) (Nelson Peltz, Josh Frank, Matthew Peltz): 13F for quarter ending 2026-06-30, US holdings $4.2bn - [Triple Frond Partners](https://www.moatshark.com/m/triple-frond-partners): 13F for quarter ending 2026-06-30, US holdings $1.1bn - [Troy Asset Management](https://www.moatshark.com/m/troy-asset-management) (Sebastian Lyon, Gabrielle Boyle): 13F for quarter ending 2026-09-30, US holdings $4.2bn - [Tweedy, Browne](https://www.moatshark.com/m/tweedy-browne) (Thomas Shrager, Robert Wyckoff, John Spears): 13F for quarter ending 2026-09-30, US holdings $1.2bn, 4 fund portfolios - [Valley Forge Capital Management](https://www.moatshark.com/m/valley-forge-capital-management) (Dev Kantesaria): 13F for quarter ending 2026-06-30, US holdings $3.1bn - [ValueAct](https://www.moatshark.com/m/valueact) (Mason Morfit, Rob Hale): 13F for quarter ending 2026-06-30, US holdings $5.6bn - [Viking Global Investors](https://www.moatshark.com/m/viking-global-investors): 13F for quarter ending 2026-06-30, US holdings $35.1bn - [Vulcan Value Partners](https://www.moatshark.com/m/vulcan-value-partners) (C.T. Fitzpatrick): 13F for quarter ending 2026-06-30, US holdings $3.3bn, 2 fund portfolios - [Wedgewood Partners](https://www.moatshark.com/m/wedgewood-partners) (David Rolfe): 13F for quarter ending 2026-06-30, US holdings $0.5bn - [Weitz Investment Management](https://www.moatshark.com/m/weitz-investment-management) (Wally Weitz, Brad Hinton): 13F for quarter ending 2026-06-30, US holdings $1.4bn, 3 fund portfolios - [Yacktman Asset Management](https://www.moatshark.com/m/yacktman-asset-management) (Stephen Yacktman, Jason Subotky): 13F for quarter ending 2026-09-30, US holdings $8.4bn, 2 fund portfolios ## People - [Warren Buffett](https://www.moatshark.com/p/warren-buffett): Chairman Emeritus and director - [Greg Abel](https://www.moatshark.com/p/greg-abel): President and Chief Executive Officer - [Ted Weschler](https://www.moatshark.com/p/ted-weschler): Investment manager - [Seth Klarman](https://www.moatshark.com/p/seth-klarman): Chief executive and portfolio manager - [Howard Marks](https://www.moatshark.com/p/howard-marks): Co-founder and co-chairman - [Li Lu](https://www.moatshark.com/p/li-lu): Founder and chairman - [Terry Smith](https://www.moatshark.com/p/terry-smith): Founder, chief executive and chief investment officer - [Nick Train](https://www.moatshark.com/p/nick-train): Joint founder, chairman and portfolio manager - [Michael Lindsell](https://www.moatshark.com/p/michael-lindsell): Joint founder, chief executive and portfolio manager - [Charlie Munger](https://www.moatshark.com/p/charlie-munger): Former chairman (deceased) - [Steven Myhill-Jones](https://www.moatshark.com/p/steven-myhill-jones): Chairman and chief executive - [Tom Gayner](https://www.moatshark.com/p/tom-gayner): Chairman and chief executive - [Chuck Akre](https://www.moatshark.com/p/chuck-akre): Founder - [John Neff](https://www.moatshark.com/p/john-neff): Chief executive, chief investment officer and portfolio manager - [Bill Ackman](https://www.moatshark.com/p/bill-ackman): Founder and Chief Executive Officer - [Carl Icahn](https://www.moatshark.com/p/carl-icahn): Founder and chairman, Icahn Enterprises - [Brett Icahn](https://www.moatshark.com/p/brett-icahn): Portfolio manager, Icahn Enterprises; expected successor to Carl Icahn - [David Tepper](https://www.moatshark.com/p/david-tepper): Founder and President - [Nelson Peltz](https://www.moatshark.com/p/nelson-peltz): Co-founder and Chief Executive Officer - [Josh Frank](https://www.moatshark.com/p/josh-frank): Partner and Co-Chief Investment Officer - [Matthew Peltz](https://www.moatshark.com/p/matthew-peltz): Partner and Co-Chief Investment Officer - [Chris Hohn](https://www.moatshark.com/p/chris-hohn): Founder and Portfolio Manager - [Mason Morfit](https://www.moatshark.com/p/mason-morfit): Co-Chief Executive Officer and Chief Investment Officer - [Rob Hale](https://www.moatshark.com/p/rob-hale): Co-Chief Executive Officer - [Prem Watsa](https://www.moatshark.com/p/prem-watsa): Founder, Chairman and Chief Executive Officer - [Mohnish Pabrai](https://www.moatshark.com/p/mohnish-pabrai): Founder and managing partner, Pabrai Investment Funds - [Duan Yongping](https://www.moatshark.com/p/duan-yongping): Founder of BBK Electronics; private investor - [David Hoeft](https://www.moatshark.com/p/david-hoeft): Chair and Chief Investment Officer - [Steven Voorhis](https://www.moatshark.com/p/steven-voorhis): Senior Vice President and Director of Research - [Matthew McLennan](https://www.moatshark.com/p/matthew-mclennan): Head of the Global Value Team and Portfolio Manager - [Julien Albertini](https://www.moatshark.com/p/julien-albertini): Deputy Head of the Global Value Team and Portfolio Manager - [Manish Gupta](https://www.moatshark.com/p/manish-gupta): Portfolio Manager and Senior Research Analyst - [Thomas Shrager](https://www.moatshark.com/p/thomas-shrager): Managing director, investment committee - [Robert Wyckoff](https://www.moatshark.com/p/robert-wyckoff): Managing director, investment committee - [John Spears](https://www.moatshark.com/p/john-spears): Managing director, investment committee - [John Harris](https://www.moatshark.com/p/john-harris): Portfolio manager, Sequoia Fund investment committee - [Arman Gökgöl-Kline](https://www.moatshark.com/p/arman-gokgol-kline): Portfolio manager, Sequoia Fund investment committee - [Trevor Magyar](https://www.moatshark.com/p/trevor-magyar): Portfolio manager, Sequoia Fund investment committee - [Dan Davidowitz](https://www.moatshark.com/p/dan-davidowitz): Lead portfolio manager, Focus Growth - [Damon Ficklin](https://www.moatshark.com/p/damon-ficklin): Co-portfolio manager, Focus Growth - [Bill Nygren](https://www.moatshark.com/p/bill-nygren): Co-chief investment officer (US) and portfolio manager - [David Herro](https://www.moatshark.com/p/david-herro): Co-chief investment officer (international) and portfolio manager - [Chris Davis](https://www.moatshark.com/p/chris-davis): Chairman and Portfolio Manager - [Danton Goei](https://www.moatshark.com/p/danton-goei): Portfolio Manager - [Mason Hawkins](https://www.moatshark.com/p/mason-hawkins): Founder, Chairman and Co-Portfolio Manager - [Ross Glotzbach](https://www.moatshark.com/p/ross-glotzbach): Chief Executive Officer, Head of Research and Co-Portfolio Manager - [Gorm Thomassen](https://www.moatshark.com/p/gorm-thomassen): Chief investment officer - [Patrick Hargreaves](https://www.moatshark.com/p/patrick-hargreaves): Chief executive and portfolio manager - [Glenn Greenberg](https://www.moatshark.com/p/glenn-greenberg): Founder and Chief Investment Officer - [Tom Russo](https://www.moatshark.com/p/tom-russo): Managing member - [François Rochon](https://www.moatshark.com/p/francois-rochon): Founder, President and Portfolio Manager - [Josh Tarasoff](https://www.moatshark.com/p/josh-tarasoff): Founder and General Partner - [Chris Bloomstran](https://www.moatshark.com/p/chris-bloomstran): Founder, President and Chief Investment Officer - [Dev Kantesaria](https://www.moatshark.com/p/dev-kantesaria): Founder, Managing Partner and Portfolio Manager - [David Rolfe](https://www.moatshark.com/p/david-rolfe): Chief Investment Officer and principal - [David Abrams](https://www.moatshark.com/p/david-abrams): Founder and chief executive - [Mark Massey](https://www.moatshark.com/p/mark-massey): Founder and portfolio manager - [Sardar Biglari](https://www.moatshark.com/p/sardar-biglari): Founder; chairman and chief executive of Biglari Holdings - [William von Mueffling](https://www.moatshark.com/p/william-von-mueffling): Founder and president - [Clifford Sosin](https://www.moatshark.com/p/clifford-sosin): Founder and portfolio manager - [Francis Chou](https://www.moatshark.com/p/francis-chou): Founder and president - [Greg Alexander](https://www.moatshark.com/p/greg-alexander): Managing member - [Pat Dorsey](https://www.moatshark.com/p/pat-dorsey): Founder - [Glenn Welling](https://www.moatshark.com/p/glenn-welling): Founder and chief investment officer - [Bruce Berkowitz](https://www.moatshark.com/p/bruce-berkowitz): Founder and chief investment officer - [Steven Romick](https://www.moatshark.com/p/steven-romick): Managing partner and portfolio manager, FPA Crescent Fund - [Mark Landecker](https://www.moatshark.com/p/mark-landecker): Partner and portfolio manager, FPA Crescent Fund - [Michael Larson](https://www.moatshark.com/p/michael-larson): Chief investment officer, Cascade Investment - [David Einhorn](https://www.moatshark.com/p/david-einhorn): Co-founder and president - [Steven Bregman](https://www.moatshark.com/p/steven-bregman): Co-founder, president and co-chief executive - [Murray Stahl](https://www.moatshark.com/p/murray-stahl): Co-founder; former chairman, chief executive and chief investment officer - [Rob McIver](https://www.moatshark.com/p/rob-mciver): Managing director, president and portfolio manager - [Eric Schoenstein](https://www.moatshark.com/p/eric-schoenstein): Former managing director and chief investment officer - [Andrew Kahn](https://www.moatshark.com/p/andrew-kahn): Head of the firm and portfolio manager - [Thomas Kahn](https://www.moatshark.com/p/thomas-kahn): Co-founder; former president and lead portfolio manager - [Andrew Adams](https://www.moatshark.com/p/andrew-adams): Chief investment officer and lead manager, Mairs & Power Growth Fund - [David Katz](https://www.moatshark.com/p/david-katz): President and chief investment officer - [Bill Miller IV](https://www.moatshark.com/p/bill-miller-iv): Chief investment officer - [Bill Miller III](https://www.moatshark.com/p/bill-miller-iii): Founder - [Jeff Muhlenkamp](https://www.moatshark.com/p/jeff-muhlenkamp): Lead portfolio manager - [Bryan Lawrence](https://www.moatshark.com/p/bryan-lawrence): Managing member - [Leon Cooperman](https://www.moatshark.com/p/leon-cooperman): Founder; chairman and chief executive, Omega Family Office - [Norbert Lou](https://www.moatshark.com/p/norbert-lou): Founder and portfolio manager - [Robert Vinall](https://www.moatshark.com/p/robert-vinall): Founder and fund manager - [Bill Smead](https://www.moatshark.com/p/bill-smead): Founder, chairman and chief investment officer - [Cole Smead](https://www.moatshark.com/p/cole-smead): Chief executive and portfolio manager - [Matthew Fine](https://www.moatshark.com/p/matthew-fine): Portfolio manager, Third Avenue Value Fund - [Sebastian Lyon](https://www.moatshark.com/p/sebastian-lyon): Founder; co-manager, Trojan Fund - [Gabrielle Boyle](https://www.moatshark.com/p/gabrielle-boyle): Investment director; co-manager, Trojan Global Equity Fund - [C.T. Fitzpatrick](https://www.moatshark.com/p/ct-fitzpatrick): Founder, chief executive and chief investment officer - [Wally Weitz](https://www.moatshark.com/p/wally-weitz): Founder and co-chief investment officer - [Brad Hinton](https://www.moatshark.com/p/brad-hinton): Co-chief investment officer and portfolio manager - [Stephen Yacktman](https://www.moatshark.com/p/stephen-yacktman): Chief investment officer and portfolio manager - [Jason Subotky](https://www.moatshark.com/p/jason-subotky): Partner and portfolio manager - [Peter Lynch](https://www.moatshark.com/legends/peter-lynch-magellan): Manager of Fidelity Magellan, 1977–1990 - [Walter Schloss](https://www.moatshark.com/legends/walter-schloss): Founder, Walter J. Schloss Associates (1955–2002) - [Benjamin Graham](https://www.moatshark.com/legends/benjamin-graham-newman): Founder of Graham-Newman Corporation (1936–1956) - [John Neff](https://www.moatshark.com/legends/john-neff-windsor): Manager of Vanguard Windsor, 1964–1995 - [Julian Robertson](https://www.moatshark.com/legends/julian-robertson-tiger): Founder of Tiger Management (1980–2000) - [Jim Simons](https://www.moatshark.com/legends/jim-simons-medallion): Founder of Renaissance Technologies - [Jack Bogle](https://www.moatshark.com/legends/jack-bogle-vanguard): Founder of Vanguard and the first public index fund - [Mark Spitznagel](https://www.moatshark.com/p/mark-spitznagel): Founder and chief investment officer of Universa Investments - [Ray Dalio](https://www.moatshark.com/legends/ray-dalio-bridgewater): Founder of Bridgewater Associates ## Across all managers - [Holdings: every company these managers own](https://www.moatshark.com/holdings) - [Holdings outside the US: stakes in Japan, the UK and the Netherlands reported to regulators abroad, which no 13F shows](https://www.moatshark.com/abroad) - [Insights: big ideas, books, videos and letters](https://www.moatshark.com/insights): rare talks and interviews (marked when the investor seldom appears in public), and [where each manager publishes its shareholder letters](https://www.moatshark.com/insights#tab-letters), linking only to the firms' own copies - [Compare managers: modelled 13F portfolio returns vs the S&P 500, concentration, turnover, overlap and fund fees](https://www.moatshark.com/compare) - [Top 10s compared: heat map of each manager's ten biggest 13F holdings, filterable by concentration, turnover, record and letters](https://www.moatshark.com/compare#tab-top10) - [Legends: Peter Lynch, Benjamin Graham, Walter Schloss, John Neff, the Buffett Partnership, Tiger, Medallion and Jack Bogle: records, books and sourced holdings](https://www.moatshark.com/legends) - [Explore: pivot table of every holding, with CSV download](https://www.moatshark.com/explore) - [Quarter in brief](https://www.moatshark.com/quarter): the industries and sectors value investors are buying and selling this quarter, updated as each 13F arrives, with earlier quarters for comparison - [Combined: most owned, bought and sold](https://www.moatshark.com/combined) for the quarter ending 2026-09-30 - [Every quarter since 2013: what they bought and sold](https://www.moatshark.com/q), one page per quarter (e.g. https://www.moatshark.com/q/2026-q3) - Alphabet (GOOG): held by 10 managers - Wells Fargo & Company (WFC): held by 8 managers - Visa (V): held by 7 managers - Walt Disney (DIS): held by 7 managers - Berkshire Hathaway (BRK.B): held by 6 managers - Amazon.com (AMZN): held by 6 managers - Microsoft (MSFT): held by 6 managers - Bank of America (BAC): held by 6 managers - Thermo Fisher Scientific (TMO): held by 6 managers - PepsiCo (PEP): held by 6 managers ## Common questions - What does Berkshire Hathaway own? [Berkshire Hathaway's latest 13F](https://www.moatshark.com/m/berkshire-hathaway), with buys, sells, its 5% stakes and its Japanese holdings. Greg Abel has been chief executive since 1 January 2026; Warren Buffett, CEO until the end of 2025, has been chairman emeritus since 18 September 2026, so recent trades are not his. Every manager has a page like it: [list](https://www.moatshark.com/). - What themes are value investors buying into this quarter? [Quarter in brief](https://www.moatshark.com/quarter). - What did value investors buy and sell last quarter? [Most bought, sold and owned](https://www.moatshark.com/combined), and [every quarter since 2013](https://www.moatshark.com/q). - Which value investors own a given stock? Each company has a page, e.g. [Apple](https://www.moatshark.com/s/aapl); [all companies](https://www.moatshark.com/holdings). - When are 13Fs due? 45 days after each quarter end (moved to the next business day). [What a 13F shows and misses](https://www.moatshark.com/learn/13f). - Is there a free Dataroma alternative without adverts? moatshark is free, has no adverts and needs no account: [how it compares](https://www.moatshark.com/why). - Where can I read Howard Marks' memos, Berkshire's letters or other managers' letters? [Letters, from the firms' own sites](https://www.moatshark.com/insights#tab-letters). - What are Seth Klarman's ideas in Margin of Safety? [The book's main ideas in plain English](https://www.moatshark.com/learn/margin-of-safety). - How do I get an email when a manager files? [Free email alerts](https://www.moatshark.com/alerts), as they happen or as a monthly round-up. ## Machine-readable copies - MCP server (Streamable HTTP, read-only, no sign-in): https://www.moatshark.com/mcp with tools search, get_manager, get_company, latest_filings, quarter_roundup and insider_buying. [How to connect](https://www.moatshark.com/connect) - Every manager and company page has a Markdown copy at the same address plus `.md` (for example https://www.moatshark.com/m/abrams-bison-investments.md), with the full holdings table, and CSV and JSON copies at `.csv` and `.json`. - [Latest 13F filings](https://www.moatshark.com/filings.md) - [Insider buying: Form 4 purchases by the managers and by company directors, last 90 days](https://www.moatshark.com/insiders.md) - [Every company held](https://www.moatshark.com/holdings.md) ## About - [How this works](https://www.moatshark.com/about): data sources, share-class grouping, filing dates - [What a 13F shows, and what it misses](https://www.moatshark.com/learn/13f): filing rules, 13D and 13G deadlines, how to read one - [Why moatshark](https://www.moatshark.com/why): what it adds to 13F data - [How to read a 13D](https://www.moatshark.com/learn/13d) and [look-through earnings explained](https://www.moatshark.com/learn/look-through-earnings); a [glossary](https://www.moatshark.com/learn/glossary) of the terms used - [Getting started](https://www.moatshark.com/learn/getting-started): a UK beginner's guide, with a [fee calculator](https://www.moatshark.com/learn/fees), [trackers vs active funds](https://www.moatshark.com/learn/trackers-vs-active) and [ISAs and pensions](https://www.moatshark.com/learn/isa-and-pension); [three rules for building wealth](https://www.moatshark.com/learn/three-rules); [Seth Klarman's Margin of Safety in plain English](https://www.moatshark.com/learn/margin-of-safety); a [coast FIRE calculator](https://www.moatshark.com/learn/coast-fire) showing what fees and tax wrappers do to the age you can stop saving; UK [tax and your money](https://www.moatshark.com/learn/tax) pages (a [take-home pay calculator](https://www.moatshark.com/learn/take-home-pay) with salary sacrifice and SIPPs, salary sacrifice, the £100,000 trap, allowances, inheritance tax), each dated and re-checked after every Budget - [What's new](https://www.moatshark.com/whats-new) ([RSS](https://www.moatshark.com/whats-new.xml)) - Figures come from SEC filings (13F, N-PORT, 13D/G); values traded and returns are moatshark estimates. Not investment advice. - Please cite as “moatshark (www.moatshark.com), from SEC filings” and link the page used.