Nelson Peltz - Trian Fund: Concentration & Conviction Portfolio Snapshot

Chuck Akre - Akre Capital: Investing in Compounding Machines

In this episode we use a data-only lens to walk through Chuck Akre (Akre Capital Management) portfolio snapshot. The goal is to translate the holdings into a simple story about Rates & Credit Cycle, supported by Valuation vs Momentum and Shareholder Yield. We mention the top holdings (MA, BN, KKR), the Financial Services tilt, and the top three concentration of 42.3%. What you will learn: - how concentration affects the risk narrative - how sector exposure supports or challenges the theme - how to frame news headlines and recent activity without making a forecast Use this as a study guide for understanding the portfolio structure and the questions it raises. Key data points include 19 holdings, the Financial Services tilt, and a top 3 concentration of 42.3%. Disclaimer: Based on US 13F filings (public holdings only). Non-US and private positions aren't shown.

Thomas Russo - Quality vs Valuation Portfolio Snapshot

A concise, data-only overview of Thomas Russo's portfolio through the lens of Quality vs Valuation. We note the top holdings and sector tilt for context. In this episode we use a data-only lens to walk through Thomas Russo (Gardner Russo & Quinn) portfolio snapshot. The goal is to translate the holdings into a simple story about Quality vs Valuation, supported by Valuation vs Momentum and Shareholder Yield. We mention the top holdings (BRK.A, GOOG, MA), the Beverages tilt, and the top three concentration of 34.5%. What you will learn: - how concentration affects the risk narrative - how sector exposure supports or challenges the theme - how to frame news headlines and recent activity without making a forecast Use this as a study guide for understanding the portfolio structure and the questions it raises. Key data points include 83 holdings, the Beverages tilt, and a top 3 concentration of 34.5%.

Ruane Cunniff & the Sequoia Fund: Long-Term Investing Done Right

Ruane Cunniff’s Sequoia Fund is a textbook example of focused, long-term investing built around outstanding businesses. In this episode, we break down the Sequoia Fund portfolio, highlighting key holdings like Alphabet, Meta, Taiwan Semiconductor, Berkshire Hathaway, Charles Schwab, Charter Communications, Liberty Media, and UnitedHealth. A must-listen for investors who believe in patience, conviction, and compounding over decades.

Prem Watsa - Concentration & Conviction Portfolio Snapshot

A concise, data-only overview of Prem Watsa's portfolio through the lens of Concentration & Conviction. We note the top holdings and sector tilt for context. In this episode we use a data-only lens to walk through Prem Watsa (Fairfax Financial Holdings) portfolio snapshot. The goal is to translate the holdings into a simple story about Concentration & Conviction, supported by Valuation vs Momentum and Shareholder Yield. We mention the top holdings (ORLA, OXY, CVS), the Metals & Mining tilt, and the top three concentration of 53.3%. What you will learn: - how concentration affects the risk narrative - how sector exposure supports or challenges the theme - how to frame news headlines and recent activity without making a forecast Use this as a study guide for understanding the portfolio structure and the questions it raises. Key data points include 29 holdings, the Metals & Mining tilt, and a top 3 concentration of 53.3%.

Nelson Peltz - Trian Fund: Concentration & Conviction Portfolio Snapshot

A concise, data-only overview of Nelson Peltz's portfolio through the lens of Concentration & Conviction. We note the top holdings and sector tilt for context.In this episode we use a data-only lens to walk through Nelson Peltz (Trian Fund Management) portfolio snapshot. The goal is to translate the holdings into a simple story about Concentration & Conviction, supported by Valuation vs Momentum and Shareholder Yield. We mention the top holdings (JHG, GE, SOLV), the Financial Services tilt, and the top three concentration of 79.1%. What you will learn: - how concentration affects the risk narrative - how sector exposure supports or challenges the theme - how to frame news headlines and recent activity without making a forecast Use this as a study guide for understanding the portfolio structure and the questions it raises. Key data points include 7 holdings, the Financial Services tilt, and a top 3 concentration of 79.1%.