Top Institutional Investor and Hedge Fund Manager Positions
Institutional investment managers with at least $100 million in assets under management are required to disclose their holdings in quarterly 13F filings, which provides a view into their portfolios. Below is a selected list of top stock holdings by large institutional investors.
Warren Buffett (Berkshire Hathaway)
Warren Buffett, known as the "Oracle of Omaha," is perhaps the most celebrated investor of our time. His investment philosophy is centered on buying high-quality companies at reasonable prices. Berkshire Hathaway's portfolio includes:
Apple Inc.: A major holding, showcasing Buffett's belief in the tech giant's value proposition and its enduring consumer appeal.
Bank of America Corp: Reflecting his confidence in the U.S. banking sector and its growth prospects.
Coca-Cola Company: A long-held investment that epitomizes Buffett's strategy of investing in companies with strong brand loyalty and consumer demand.
Bill Ackman (Pershing Square)
Chipotle Mexican Grill: Ackman's Pershing Square holds a significant stake in Chipotle, betting on the company's growth and recovery strategies.
Lowe's Companies: Ackman has invested in this home improvement retailer, seeing potential in its ability to grow and compete within the retail sector.
Hilton Worldwide Holdings: Another major holding, indicating Ackman's confidence in the hospitality industry's recovery and growth prospects.
George Soros (Soros Fund Management)
George Soros is known for his successful bet against the British pound in 1992. His fund's investments range across sectors and asset classes:
Palantir Technologies: A recent investment, indicating Soros' interest in data analytics and big data sectors.
Amazon.com Inc.: Reflecting confidence in the e-commerce giant's continued dominance and growth potential.
Alphabet Inc.: An investment in Google's parent company, betting on the enduring strength of the digital economy and online advertising.
Carl Icahn (Icahn Enterprises)
Carl Icahn, an activist investor known for pushing for changes within his investments to unlock value, holds a diversified portfolio through Icahn Enterprises. His notable investments include:
Occidental Petroleum: Icahn has taken significant positions in energy companies, betting on the sector's recovery and growth.
Herbalife Nutrition: Icahn's investment in Herbalife showcases his strategy of taking large stakes in companies he believes are undervalued or have strong growth potential.
Xerox Holdings Corporation: Reflecting his belief in the value and potential turnaround of the print and digital document products and services company.
David Tepper (Appaloosa Management)
David Tepper is known for his distressed debt purchasing and equity investments, with a focus on companies that are undergoing or are poised for significant changes. His top holdings include:
Micron Technology: An investment that highlights Tepper's confidence in the technology sector and specifically in companies benefiting from the demand for memory and storage solutions.
Alphabet Inc.: Tepper, like Soros, has invested in the tech giant, seeing long-term value in its dominant position in the digital advertising and services space.
Facebook, Inc. (now Meta Platforms): Signifying a bet on the social media conglomerate's ability to grow its advertising revenue and expand into new areas like virtual reality.
Seth Klarman (Baupost Group)
Seth Klarman is known for his value investing approach, emphasizing security analysis to identify undervalued assets. His investments often reflect a patient, long-term approach:
Intel Corporation: Klarman's stake in Intel suggests a belief in the semiconductor industry's fundamental value and Intel's position within it.
eBay Inc.: An investment based on the potential for growth and value creation in the e-commerce and online auction space.
Liberty Global: Reflecting a conviction in the value of international telecommunications and television services.
Larry Robbins (Glenview Capital Management)
Larry Robbins is known for his focus on healthcare and technology stocks, with a strategy that often involves a mix of growth and value investing. Historically, his notable investments have included:
Thermo Fisher Scientific: A leading company in the healthcare sector, providing a range of services and equipment for scientific research and healthcare diagnostics.
Cigna Corporation: A global health service company, offering health insurance and related products, reflecting Robbins' bullish view on the healthcare industry.
Daniel Loeb (Third Point LLC)
Daniel Loeb is known for his activist investment approach, taking large stakes in companies and pushing for strategic changes to unlock shareholder value. His notable investments often include:
Disney: Loeb has been vocal about his views on the company's strategy, particularly around its streaming services, highlighting his active engagement in investments.
Intel Corporation: Reflecting Loeb's interest in technology and his belief in the potential for strategic improvements to enhance shareholder value.
Scott Ferguson (Sachem Head Capital Management)
Scott Ferguson founded Sachem Head Capital Management after leaving Pershing Square. Scott Ferguson is known for his activist investment approach, focusing on creating value through constructive engagement with company management. His significant positions have included:
Comcast Corporation: Demonstrating a belief in the value of the media and technology company's diversified entertainment and telecommunications offerings.
Elanco Animal Health Incorporated: Reflecting an investment in the health and productivity of farm and companion animals, which Ferguson believes has a stable growth trajectory.