Famous investor portfolios (gurus)

The famous investor portfolios in PDT are based on public 13F filings with the SEC, the US financial regulator. Every quarter, large institutional investors disclose which reportable stocks they held at the end of that quarter. A filing may be published up to 45 days after the quarter ends.

Within PDT you can follow the portfolios of several well-known investors; these are updated every quarter.

Berkshire Hathaway

The stock portfolio was built over decades by Warren Buffett. Since 2026, CEO Greg Abel carries final responsibility, while Buffett remains involved as chairman.

Berkshire invests with a very long horizon in strong businesses that can sustainably grow their intrinsic value, with valuation and protection against permanent loss at the core.

TCI Fund Management

TCI was founded and is led by Sir Christopher Hohn. The fund runs a concentrated, global strategy focused on high-quality businesses with predictable cash flows and durable competitive advantages. TCI often engages actively with management.

Valley Forge Capital Management

Valley Forge Capital was founded and is managed by Dev Kantesaria. Kantesaria invests in a highly concentrated way in exceptional compounders, often monopolies or oligopolies with pricing power, structural growth, low capital requirements, and predictable free cash flow growth.

Akre Capital Management

Akre Capital was founded by Chuck Akre and is now led by CEO and CIO John Neff. The strategy is based on the 'Three-Legged Stool': an exceptional business, capable and honest management, and plenty of opportunities to reinvest profits at high rates of return for many years.

Himalaya Capital Management

Himalaya Capital was founded and is led by Li Lu. Li Lu follows the value investing principles of Benjamin Graham, Warren Buffett, and Charlie Munger, looking for high-quality companies with a strong moat, growth potential, and trustworthy management in Asia and North America.

Greenlea Lane Capital Management

Greenlea Lane was founded and is managed by Josh Tarasoff. Tarasoff looks for exceptionally high-quality, mission-driven companies with strong positive feedback loops and approaches every investment with the intention of holding it for a very long time, or even permanently.

Fundsmith

Fundsmith was founded by Terry Smith, who is also the lead portfolio manager of the Fundsmith Equity Fund. The strategy is summed up as: buy good companies, don't overpay, then do nothing. Fundsmith looks for predictable businesses with high returns on capital, strong cash flows, and durable competitive advantages.

Giverny Capital

Giverny Capital was founded and is led by François Rochon. Rochon sees stocks as partial ownership of businesses and buys high-quality companies with durable competitive advantages and strong management, holding them for many years.

Pershing Square Capital Management

Pershing Square was founded and is led by Bill Ackman. The fund takes large, concentrated positions in high-quality businesses with predictable cash flows. Pershing Square is an active shareholder and pushes for change at a company where needed.

Dorsey Asset Management

Dorsey Asset Management was founded and is led by Pat Dorsey, former head of equity research at Morningstar. The fund manages a concentrated, global equity strategy and looks for companies with a durable moat and the ability to reinvest capital at high incremental returns for many years.

Pabrai Investments

Pabrai Investments is led by founder and managing partner Mohnish Pabrai. Pabrai follows a concentrated, Warren Buffett-inspired value strategy and looks for high-quality businesses that can be bought at attractive prices and compound for a long time.

RV Capital

RV Capital was founded and is led by Rob Vinall, together with co-managing director Andreas Lechner. The fund invests globally in around ten companies that are expected to still be thriving in ten years, to be widening their competitive advantage, to be well managed, and to be available at an attractive price.

Updates and returns

A 13F filing does not give a complete picture of all of a fund's investments. The report mainly covers stocks listed on a US exchange. Stocks that only trade on a European, Asian, or other non-US exchange are missing.

Positions are updated once per quarter. To value a position, PDT uses the closing price of the last trading day of that quarter.