Top Investors7 Min Read Andrius BudnikasLast updated onFebruary 25, 2026 Brad Gerstner Portfolio Q4 2025: Altimeter Capital Holdings, Recent Trades, and Strategy Update Brad Gerstner’s portfolio is a concentrated public equity allocation strategy built around technology infrastructure, dominant digital…
Top Investors9 Min Read Andrius BudnikasLast updated onDecember 13, 2025 Tom Russo Portfolio 2025: Inside Semper Vic’s Long-Term Investing Discipline Among today’s professional investors, Thomas Russo occupies a rare place. While many managers chase quarterly catalysts or rotate portfolios…
Top Investors6 Min Read Andrius BudnikasLast updated onNovember 21, 2025 Bill Miller Portfolio Q2 2025: Inside the Contrarian Bets of a Legendary Value Investor Few names in American investing inspire as much debate or fascination as Bill Miller. For decades, Miller has been both celebrated as one of…
Top Investors6 Min Read Andrius BudnikasLast updated onSeptember 12, 2025 Bruce Berkowitz Portfolio Q2 2025: Inside the $1.2 Billion High-Conviction Strategy Bruce Berkowitz, the founder and chief investment officer of Fairholme Capital Management, is one of the most fascinating and unconventional…
Top Investors8 Min Read Andrius BudnikasLast updated onMarch 2, 2026 David Einhorn Portfolio Q4 2025: Full Holdings Analysis and Major Position Updates at DME Capital David Einhorn’s portfolio represents the publicly disclosed U.S. equity holdings managed by DME Capital Management, structured as a…
Top Investors10 Min Read Andrius BudnikasLast updated onMarch 2, 2026 Nancy Pelosi Stock Portfolio (2026): Latest Trades, Investment Style, and Market Influence Nancy Pelosi’s stock portfolio has become one of the most widely discussed financial disclosures in American politics. As a senior Democratic…
Top Investors12 Min Read Andrius BudnikasLast updated onFebruary 17, 2026 Chuck Akre Portfolio Update Entering 2026: Q4 2025 Holdings, Strategy, and Key Trades Chuck Akre’s portfolio entering 2026 reflects a highly concentrated, long-term equity strategy built around business quality and capital…
Top Investors4 Min Read Andrius BudnikasLast updated onMarch 2, 2026 David Tepper Portfolio Q2 2025: Top Holdings and Major Shifts in Appaloosa’s Strategy David Tepper, billionaire hedge fund manager and founder of Appaloosa Management LP, is one of the most influential investors on Wall Street.…
Top Investors8 Min Read Andrius BudnikasLast updated onFebruary 25, 2026 Li Lu Portfolio 4Q 2025: 9 High Conviction Stocks Held by Himalaya Capital Li Lu’s portfolio shows how capital is allocated at Himalaya Capital, the investment firm Li Lu founded in 1997. While often described under…
Top Investors6 Min Read Andrius BudnikasLast updated onOctober 6, 2025 Howard Marks Portfolio 2025: Oaktree’s Q2 Defensive Hedging and Targeted Global Bets Howard Marks, co-founder of Oaktree Capital Management, has built his reputation as one of the most influential voices in credit and value…
Top Investors13 Min Read Andrius BudnikasLast updated onJanuary 5, 2026 Peter Lynch Portfolio: Timeless Lessons from the Legendary Magellan Fund Peter Lynch is often celebrated as one of the greatest stock pickers in financial history, not only for the extraordinary returns he achieved…
Top Investors5 Min Read Andrius BudnikasLast updated onDecember 8, 2025 Warren Buffett Portfolio 2025: Berkshire’s Big Q3 Shift — Adds Alphabet, Cuts Apple and Bank of America Warren Buffett’s six-decade career has redefined value investing and shaped how generations of investors think about risk, reward, and…
Top Investors8 Min Read Andrius BudnikasLast updated onFebruary 20, 2026 Dev Kantesaria Portfolio Q4 2025: Valley Forge Capital Holdings and Strategy Entering 2026 Dev Kantesaria’s portfolio is a concentrated, long-only public equity portfolio designed to compound capital by owning a small number of…
Top Investors4 Min Read Andrius BudnikasLast updated onOctober 6, 2025 John Paulson Portfolio 2025: Concentrated Bets on Gold and Biotech John Paulson has built a reputation as one of the most prominent hedge fund managers of his generation, known for his legendary trade against…
Top Investors6 Min Read Andrius BudnikasLast updated onFebruary 5, 2026 Charlie Munger Portfolio at Daily Journal: Q4 2025 Holdings and Strategy The financial world lost a titan with the passing of Charlie Munger in late 2023. While he was widely known as the esteemed Vice Chairman of…