13F Coattails/9 filers · 332 positions
Search analyses, concepts, filings…⌘K
New analysis

13F Coattails

Quarterly holdings of canonical investors · matched against your watchlist by issuer name where possible

KBaupost

25 top positions · 4 on watchlist · $13.5B total
TickerIssuer / CUSIPSharesMarket valuePeriod
TSMTaiwan Semiconductor3,052,400$927.6M2025-12
not on watchlist92840M1025,211,885$840.8M2025-12
not on watchlist1468691021,779,328$750.9M2025-12
not on watchlist50212V1002,074,948$741.1M2025-12
not on watchlist11271J10715,923,360$730.7M2025-12
not on watchlistN07059210605,017$647.3M2025-12
not on watchlist48251W1045,001,085$637.5M2025-12
AVGOBroadcom Inc.1,730,216$598.8M2025-12
MSFTMicrosoft Corporation1,234,125$596.8M2025-12
not on watchlist25809K1052,529,879$573.0M2025-12
not on watchlist0231351062,414,520$557.3M2025-12
not on watchlist14040H1052,294,891$556.2M2025-12
not on watchlist03831W108780,530$525.9M2025-12
not on watchlistG6683N10329,630,237$496.0M2025-12
not on watchlist58507V10711,716,697$492.1M2025-12
not on watchlist87422Q1091,292,516$484.5M2025-12
not on watchlist9291601091,683,932$480.3M2025-12
PMPhilip Morris International2,643,579$424.0M2025-12
not on watchlist1442851031,312,938$413.4M2025-12
not on watchlist9741551031,595,258$380.5M2025-12
not on watchlist0320951012,809,773$379.7M2025-12
not on watchlist88033G4071,787,326$355.2M2025-12
not on watchlist1844961071,378,125$323.1M2025-12
not on watchlist00827B1063,817,170$284.1M2025-12
not on watchlist29362U1043,054,230$257.3M2025-12

BBerkshire

25 top positions · 12 on watchlist · $270.4B total
TickerIssuer / CUSIPSharesMarket valuePeriod
AAPLApple Inc.227,917,808$61961.7M2025-12
AXPAmerican Express151,610,700$56088.4M2025-12
BACBank of America517,295,934$28451.3M2025-12
KOThe Coca-Cola Company400,000,000$27964.0M2025-12
CVXChevron Corporation130,156,362$19837.1M2025-12
MCOMoody's Corporation24,669,778$12602.6M2025-12
not on watchlist674599105264,941,431$10894.4M2025-12
CBChubb Limited34,249,183$10689.9M2025-12
not on watchlist500754106325,634,818$7896.6M2025-12
GOOGLAlphabet Inc.17,846,142$5585.8M2025-12
not on watchlist23918K10831,759,065$3608.1M2025-12
not on watchlist50104410150,000,000$3124.0M2025-12
VVisa Inc.8,297,460$2910.0M2025-12
not on watchlist829933100124,807,117$2495.5M2025-12
MAMastercard Inc.3,986,648$2275.9M2025-12
not on watchlist92343E1028,989,880$2184.1M2025-12
CSU.TOConstellation Software Inc.13,000,000$1793.5M2025-12
not on watchlist14040H1057,150,000$1732.9M2025-12
UNHUnitedHealth Group5,039,564$1663.6M2025-12
not on watchlist25754A2013,350,000$1396.3M2025-12
not on watchlist02005N10029,000,000$1313.4M2025-12
not on watchlistG0403H1083,602,995$1271.4M2025-12
not on watchlist6703461056,407,749$1045.2M2025-12
not on watchlist53090930810,917,661$907.9M2025-12
not on watchlist5260571047,050,950$724.8M2025-12

DDaily Journal

4 top positions · 3 on watchlist · $0.2B total
TickerIssuer / CUSIPSharesMarket valuePeriod
WFCWells Fargo1,413,000$112.5M2026-03
BACBank of America2,000,000$97.5M2026-03
BABAAlibaba Group195,000$24.5M2026-03
not on watchlist902973304119,500$6.2M2026-03

GGreenlight

18 top positions · 5 on watchlist · $9.1B total
TickerIssuer / CUSIPSharesMarket valuePeriod
MAMastercard Inc.3,005,280$1715.7M2025-12
not on watchlist11271J10726,843,633$1231.9M2025-12
not on watchlist48251w1048,106,049$1033.4M2025-12
VVisa Inc.2,676,628$938.7M2025-12
MCOMoody's Corporation1,735,231$886.4M2025-12
not on watchlist22160N1099,617,805$646.7M2025-12
not on watchlist67103H1076,719,819$612.9M2025-12
not on watchlist7766961061,105,153$491.9M2025-12
not on watchlist0090661013,473,243$471.4M2025-12
not on watchlist303250104277,445$469.1M2025-12
not on watchlist2172041067,867,967$308.0M2025-12
not on watchlist12510Q10024,836,984$197.5M2025-12
AXPAmerican Express255,267$44.8M2025-12
not on watchlist38267D109371,096$27.3M2025-12
not on watchlistH820271053,719,140$17.4M2025-12
not on watchlist23585110269,516$15.9M2025-12
BRK.BBerkshire Hathaway11,902$6.0M2025-12
not on watchlist143130102150,600$5.8M2025-12

MMarkel

25 top positions · 14 on watchlist · $7.8B total
TickerIssuer / CUSIPSharesMarket valuePeriod
BRK.BBerkshire Hathaway1,114$800.0M2026-03
GOOGLAlphabet Inc.2,749,860$788.8M2026-03
BRK.BBerkshire Hathaway1,531,971$734.1M2026-03
not on watchlist11271J10713,073,609$529.1M2026-03
DEDeere & Company877,900$494.5M2026-03
not on watchlist0231351062,030,760$422.9M2026-03
not on watchlist0326541051,023,245$325.5M2026-03
AAPLApple Inc.1,227,290$311.5M2026-03
GSGoldman Sachs359,360$304.0M2026-03
VVisa Inc.1,004,331$303.5M2026-03
HDHome Depot920,000$302.6M2026-03
CATCaterpillar Inc.328,650$232.8M2026-03
not on watchlist942622200582,169$211.8M2026-03
not on watchlist09290D101220,200$211.8M2026-03
MSFTMicrosoft Corporation537,630$199.0M2026-03
not on watchlist2546871062,031,665$195.8M2026-03
not on watchlist351858105708,500$175.0M2026-03
not on watchlist548661107738,480$174.5M2026-03
not on watchlist50212V100559,951$168.5M2026-03
GOOGLAlphabet Inc.572,000$164.5M2026-03
not on watchlist743315103753,750$149.4M2026-03
JNJJohnson & Johnson610,800$149.3M2026-03
AXPAmerican Express490,450$148.4M2026-03
METAMeta Platforms Inc.248,303$142.1M2026-03
not on watchlist09260D1071,229,000$141.3M2026-03

PPabrai

no recent 13F holdings ingested

APershing

11 top positions · 4 on watchlist · $15.5B total
TickerIssuer / CUSIPSharesMarket valuePeriod
not on watchlist11271J10761,403,089$2817.8M2025-12
UBERUber Technologies30,207,734$2468.3M2025-12
not on watchlist0231351069,607,824$2217.7M2025-12
GOOGLAlphabet Inc.6,163,871$1934.2M2025-12
METAMeta Platforms Inc.2,673,569$1764.8M2025-12
not on watchlist76131D10322,866,773$1560.2M2025-12
not on watchlist44267T10218,852,064$1503.8M2025-12
not on watchlist43300A2033,028,664$870.0M2025-12
GOOGLAlphabet Inc.678,297$212.3M2025-12
not on watchlist8122152005,023,780$99.3M2025-12
not on watchlist42806J70015,241,127$78.3M2025-12

SSequoia

no recent 13F holdings ingested

TTweedy Browne

25 top positions · 9 on watchlist · $1.2B total
TickerIssuer / CUSIPSharesMarket valuePeriod
not on watchlist4622221002,464,930$195.0M2025-12
not on watchlistN2094410920,180,953$186.1M2025-12
KOThe Coca-Cola Company1,188,746$112.6M2025-12
BRK.BBerkshire Hathaway144$108.7M2025-12
GOOGLAlphabet Inc.199,561$62.5M2025-12
WFCWells Fargo559,367$52.1M2025-12
JNJJohnson & Johnson236,075$48.9M2025-12
BRK.BBerkshire Hathaway97,081$48.8M2025-12
not on watchlist052800109400,924$47.6M2025-12
not on watchlist31428X106112,747$32.6M2025-12
not on watchlist29415F1041,443,333$31.3M2025-12
not on watchlist89832Q109562,160$27.7M2025-12
AXPAmerican Express64,592$23.9M2025-12
not on watchlist023586506466,217$21.8M2025-12
BACBank of America374,462$20.6M2025-12
not on watchlist904708104102,059$19.7M2025-12
not on watchlist0533321025,594$19.0M2025-12
not on watchlist81211K100509,581$18.0M2025-12
not on watchlist92532F10039,148$17.7M2025-12
BACBank of America127,393$14.8M2025-12
not on watchlist25243q205129,808$11.2M2025-12
not on watchlist66987v10974,905$10.3M2025-12
not on watchlist902973304185,768$9.9M2025-12
not on watchlistF92124100135,090$8.8M2025-12
not on watchlist90781810820,050$4.6M2025-12