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Top Holdings Asset Allocation Performance Analysis Berkshire Hathaway Warren Buffett Equity Holdings Fund Holdings Equity Investments Scion Asset Management Equity Securities

Von Borstel Lifts DFGP Stake to $74 Million, Signaling a Structural Turn Toward Bonds

An SEC filing points to a steady allocation into diversified global core-plus fixed income.

Bristol Gate Q3 Letter: Broadcom’s AI Pipeline Expands as Intuit Outlook Drags Performance

Maple Tree Capital’s Q3 Letter Shows Sharp Portfolio Divergence and Repositioning

BlackRock Tech Fund Lags Q3 Benchmark as Hardware and Chip Picks Weigh

TCW Names American Tower a Q3 Laggard, Reaffirms 5G-Led Growth Case

SIR Capital Exits Chord Energy as Kore Advisors Slashes Stake, SEC Filings Show

Minot Light’s Q3 Letter Posts 7.6% Gain, Trails Micro‑Cap Benchmark, Highlights Arq, Lucid and Stran

Buffett’s CEO Exit Nears as Markets Parse His Playbook and a Fresh Bet on Pool Corp

Berkshire Hands CEO Role to Greg Abel as Buffett Moves to Chairman and Cash Pile Swells

White Brook Gives Target’s New CEO One Quarter to Win Investors

Diamond Hill Small Cap Trails Q3 Rally, Citing Sector Skew

Turtle Creek Endorses Kinsale in Q3 Investor Letter, Citing Tech Edge and Discipline

Michael Burry Rebukes Palantir’s Alex Karp After $1.1 Billion AI Options Bet Shakes Stocks

Rowan Street’s Q3 Letter: Flat Quarter, 20% YTD Gain, Spotify Trim Fuels New Bets

Apollo Names Invesco’s Bert Crouch Head of Real Estate Equity, Overseeing Bridge

LRT Capital’s Q3 Letter Reports -8% September and Reasserts Moat-Focused Picks

Vltava Fund Adds Novo Nordisk, Marex and Fiserv in Q3 Portfolio Update

Ipswich Investment Management Lifts Texas Pacific Land Stake in Q2 Filing

Diamond Hill Select Strategy Trails in Q2, Adds Salesforce and Antero, Exits Bank of America

Marcellus Files FIR Against Ex-CFO Over ₹1.18 Crore Misappropriation as Mumbai Police Register Cheating Case