| Name | Date ↓ |
|---|---|
| Land & Buildings Investment Management amendmentJonathan Litt | 19 Nov, 2020 |
| Centerbridge Partners Mark Gallogly , Jeffrey Aronson | 16 Nov, 2020 |
| Land & Buildings Investment Management amendmentJonathan Litt | 16 Nov, 2020 |
| Kingstown Capital Michael Blitzer | 16 Nov, 2020 |
| Hound Partners Jonathan Auerbach | 16 Nov, 2020 |
| AQR Capital Management LLC Cliff Asness | 16 Nov, 2020 |
| Bares Capital Management Brian Bares | 16 Nov, 2020 |
| Abdiel Capital Advisors, LP Colin Moran, Geoffrey Gentile | 16 Nov, 2020 |
| Greenlight Capital David Einhorn | 16 Nov, 2020 |
| ValueAct Holdings Jeffrey Ubben | 16 Nov, 2020 |
| Land & Buildings Investment Management Jonathan Litt | 16 Nov, 2020 |
| Gates Capital Management Jeffrey Gates | 16 Nov, 2020 |
| Perceptive Advisors Joseph Edelman | 16 Nov, 2020 |
| RA Capital Management Peter Kolchinsky | 16 Nov, 2020 |
| Paulson & Co. John Paulson | 16 Nov, 2020 |
| Whale Rock Capital Management LLC | 16 Nov, 2020 |
| RBS Partners, L.P. Eddie Lampert | 16 Nov, 2020 |
| Fairholme Capital Management Bruce Berkowitz | 16 Nov, 2020 |
| Lone Pine Capital Stephen Mandel | 16 Nov, 2020 |
| Valley Forge Capital Management Dev Kantesaria | 16 Nov, 2020 |
| Glenview Capital Management Larry Robbins | 16 Nov, 2020 |
| Punch Card Capital, L.P. Norbert Lou | 16 Nov, 2020 |
| MSD Capital Glenn Fuhrman , John Phelan | 16 Nov, 2020 |
| Teton Capital Partners Quincy Lee | 16 Nov, 2020 |
| MHR Fund Management Mark Rachesky | 16 Nov, 2020 |
| Nantahala Capital Management, LLC Wilmot B. Harkey , Daniel Mack | 16 Nov, 2020 |
| Citadel Advisors | 16 Nov, 2020 |
| Baker Brothers Advisors | 16 Nov, 2020 |
| Southeastern Asset Management Mason Hawkins | 16 Nov, 2020 |
| Berkshire Hathaway Charlie Munger , Warren Buffett | 16 Nov, 2020 |
| Chou Associates Management Francis Chou | 16 Nov, 2020 |
| Duquesne Family Office Stanley Druckenmiller | 16 Nov, 2020 |
| Par Capital Management Edward Shapiro , Paul Reeder | 16 Nov, 2020 |
| Broad Run Investment Management Brian E. Macauley , David S. Rainey | 16 Nov, 2020 |
| GoldenTree Asset Management amendmentSteve Tananbaum | 16 Nov, 2020 |
| Robotti & Company Robert Robotti | 16 Nov, 2020 |
| Moab Capital Partners, LLC Michael M. Rothenberg , David Sackler | 16 Nov, 2020 |
| Brookfield Asset Management Bruce Flatt | 16 Nov, 2020 |
| TCI Fund Management Chris Hohn | 16 Nov, 2020 |
| Salzman & Co. Stephen B. Salzman | 16 Nov, 2020 |
| Scion Asset Management Michael J. Burry | 16 Nov, 2020 |
| Brave Warrior Advisors Glenn Greenberg | 16 Nov, 2020 |
| D1 Capital Partners Daniel Sundheim | 16 Nov, 2020 |
| Raffles Associates Paul O'Leary | 16 Nov, 2020 |
| Himalaya Capital Management Li Lu | 13 Nov, 2020 |
| Conifer Management, L.L.C. Gregory Alexander | 13 Nov, 2020 |
| Cannell Capital J. Carlo Cannell | 13 Nov, 2020 |
| International Value Advisers Charles de Vaulx | 13 Nov, 2020 |
| Third Point LLC Dan Loeb | 13 Nov, 2020 |
| 3G Capital Partners Jorge Paulo Lemann , Alex Behring | 13 Nov, 2020 |
| Long Pond Capital, LP John Khoury | 13 Nov, 2020 |
| Soros Fund Management George Soros , Robert Soros | 13 Nov, 2020 |
| Aquamarine Capital Management Guy Spier | 13 Nov, 2020 |
| Icahn Capital Carl Icahn | 13 Nov, 2020 |
| Baupost Group LLC Seth Klarman | 13 Nov, 2020 |
| Miura Global Management Pasco Alfaro | 13 Nov, 2020 |
| Renaissance Technologies LLC Jim Simons | 13 Nov, 2020 |
| Altai Capital Management Toby Symonds | 13 Nov, 2020 |
| Sachem Head Capital Scott Ferguson | 13 Nov, 2020 |
| Abrams Capital Management David Abrams | 13 Nov, 2020 |
| Avenir Corp James H. Rooney , Peter C. Keefe | 13 Nov, 2020 |
| Wedgewood Partners Tony Guerrerio , David Rolfe | 13 Nov, 2020 |
| Giverny Capital Jean-Philippe Bouchard | 13 Nov, 2020 |
| Akre Capital Management Chuck Akre | 13 Nov, 2020 |
| Altarock Partners Mark Massey | 13 Nov, 2020 |
| GoldenTree Asset Management Steve Tananbaum | 13 Nov, 2020 |
| Joho Kapital Robert Karr | 13 Nov, 2020 |
| Triple Frond Partners Charles F. Pollnow | 13 Nov, 2020 |
| Ariel Investments John Rogers | 13 Nov, 2020 |
| Pabrai Investment Funds Mohnish Pabrai | 13 Nov, 2020 |
| GoodHaven Capital Management Larry Pitkowsky , Keith Trauner | 13 Nov, 2020 |
| Leucadia National Ian Cumming , Joe Steinberg | 13 Nov, 2020 |
| Bridgewater Associates LP Ray Dalio | 13 Nov, 2020 |
| Dorsey Asset Management Pat Dorsey | 13 Nov, 2020 |
| Brown Capital Management Eddie Brown | 13 Nov, 2020 |
| Turtle Creek Asset Management, Inc. Andrew Brenton , Jeffrey Hebel | 13 Nov, 2020 |
| Fairfax Financial Holdings Prem Watsa | 13 Nov, 2020 |
| Magellan Asset Management | 12 Nov, 2020 |
| Gardner Russo & Gardner Thomas Russo | 12 Nov, 2020 |
| Swift Run Capital Bill Beisswanger | 12 Nov, 2020 |
| ClearBridge Investments | 12 Nov, 2020 |
| Polen Capital Management | 12 Nov, 2020 |
| Lindsell Train Ltd Michael Lindsell, Nick Train | 12 Nov, 2020 |
| Baillie Gifford & Company Baillie Gifford | 12 Nov, 2020 |
| Weitz Investment Management Wally Weitz | 12 Nov, 2020 |
| Edgewood Management Alan Breed , Lawrence Creel | 12 Nov, 2020 |
| Strategy Capital LLC Hamilton Helmer | 12 Nov, 2020 |
| Fundsmith LLP Terry Smith, Michael O'Brien | 12 Nov, 2020 |
| SoftBank Group Masayhoshi Son | 12 Nov, 2020 |
| Donald Smith & Co. Donald Smith | 05 Nov, 2020 |
| H Partners Rehan Jaffer , Usman Nabi | 05 Nov, 2020 |
| Mittleman Brothers Chris Mittleman | 04 Nov, 2020 |
| Markel Corporation Tom Gayner | 30 Oct, 2020 |
| Lafayette Investments Judge Lawrence | 30 Oct, 2020 |
| ARK Investment Management LLC Catherine Wood, Brett Winton | 30 Oct, 2020 |
| Pershing Square Capital Management Bill Ackman | 23 Oct, 2020 |
| Locust Wood Capital Advisers Paul M. Morris | 21 Oct, 2020 |
| Blue Harbour Group Clifton Robbins | 14 Oct, 2020 |
| Lincoln Capital Judd Norman | 13 Oct, 2020 |
| Sageview Capital L.P. Ed Gilhuly , Scott Stuart | 07 Oct, 2020 |
| Daily Journal Corp. Charlie Munger | 07 Oct, 2020 |
| Name | Avg. Weighting |
|---|---|
| GOCO GOHEALTH INC | 14.82% |
| JOE ST JOE CO | 13.93% |
| DIN DINEEQUITY INC | 11.90% |
| MOBL MOBILEIRON INC | 11.87% |
| AN AUTONATION INC | 9.19% |
| TMUS T MOBILE US INC | 8.94% |
| SIX SIX FLAGS ENTMT CORP NEW | 8.85% |
| MU MICRON TECHNOLOGY INC | 8.59% |
| SRG SERITAGE GROWTH PPTYS | 8.57% |
| ATCO ATLAS CORP | 8.36% |
| GRBK GREEN BRICK PARTNERS INC | 7.93% |
| CHTR CHARTER COMMUNICATIONS INC N | 6.95% |
| ALLY ALLY FINL INC | 6.69% |
| BRKA BERKSHIRE HATHAWAY INC DEL | 6.64% |
| TPX TEMPUR SEALY INTL INC | 6.51% |
| LE LANDS END INC NEW | 6.32% |
| BAC Bank Of Amer Corp | 6.22% |
| AMC AMC ENTMT HLDGS INC | 6.08% |
| NAV NAVISTAR INTL CORP NEW | 6.07% |
| LGFB LIONS GATE ENTMNT CORP | 6.04% |
| ATSG AIR TRANS SVCS GRP INC | 6.00% |
| FRGI FIESTA RESTAURANT GROUP INC | 5.84% |
| LGFA LIONS GATE ENTMNT CORP | 5.67% |
| BRKB Berkshire Hathaway Inc-Cl B | 5.52% |
| FSLY Fastly Inc | 5.37% |
| Name | Owners |
|---|---|
| MSFT MICROSOFT CORP | 38 |
| FB Facebook Inc | 36 |
| V Visa | 33 |
| GOOGL Alphabet Inc Cl A | 32 |
| AMZN AMAZON COM INC | 30 |
| GOOG Alphabet Inc Cl C | 30 |
| BRKB Berkshire Hathaway Inc-Cl B | 26 |
| AAPL APPLE INC | 25 |
| JPM J P Morgan Chase And Co | 24 |
| MA MASTERCARD INC | 23 |
| DIS DISNEY WALT CO | 21 |
| SPGI S&P Global | 21 |
| BAC Bank Of Amer Corp | 20 |
| BRKA BERKSHIRE HATHAWAY INC DEL | 19 |
| JNJ JOHNSON & JOHNSON | 19 |
| SBUX STARBUCKS CORP | 18 |
| ADBE ADOBE SYS INC | 18 |
| WFC WELLS FARGO & CO NEW | 18 |
| PYPL PAYPAL HLDGS INC | 18 |
| BABA ALIBABA GROUP HLDG LTD | 18 |
| SCHW SCHWAB CHARLES CORP NEW | 17 |
| DHR DANAHER CORP DEL | 17 |
| MCO Moody's Corp | 17 |
| AXP American Express | 16 |
| KO COCA COLA CO | 16 |
