中文
Value GiantsValue investors’ 13F holdings, as a whole
Q2 2026 13FData as of Aug 18, 2026
Q2 2026

The Giants

Included: investors with a public record of a value or quality approach who file continuously, hold mainly stocks and show conviction. The roster is recomputed each quarter with the same rules; at most 60, never padded.

I

The 58 Giants Counted This Quarter

Sorted by 13F value; click a heading to re-sort. ▲ = new and added positions, ▼ = trimmed and sold-out positions.

Quality value 21 Classic value 13 Deep value 14 Activist 7 Insurance capital 3

GiantStyle13F valueHoldingsTop 10Turnover (est.)Avg quarters heldFiledThis quarterValue, 20 quarters
Warren Buffett / Greg AbelBerkshire Hathaway IncInsurance capital$299.3B2988%1.4%28Aug 14, 2026bought 8 sold 7
Chris HohnTci Fund Management LtdActivist$52.8B1199%2.4%23Aug 14, 2026bought 4 sold 3
Chris DavisDavis Selected AdvisersQuality value$23.3B11249%9.5%33Aug 11, 2026bought 19 sold 85
Bill AckmanPershing Square IncActivist$19.5B1494%5.0%11Aug 14, 2026bought 9 sold 5
Duan YongpingH&H International Investment, LLCQuality value$19.1B1899%2.9%10Aug 14, 2026bought 4 sold 9
Terry SmithFundsmith LLP · Fundsmith Investment Services Ltd.Quality value$18.2B4253%30.5%17Aug 14, 2026bought 18 sold 29
Tom GaynerMarkel Group IncInsurance capital$13.1B13043%0.3%35Jul 31, 2026bought 25 sold 5
Sarah KettererCauseway Capital Management LLCClassic value$9.2B12265%19.9%12Aug 13, 2026bought 70 sold 52
Tom RussoGardner Russo & Quinn LLCQuality value$8.9B8580%1.6%47Aug 13, 2026bought 10 sold 44
Edgar WachenheimGreenhaven Associates IncClassic value$8.7B2879%2.5%20Jul 28, 2026bought 11 sold 12
Carl IcahnIcahn Carl CActivist$8.3B1299%2.0%22Aug 14, 2026bought 2 sold 2
YacktmanYacktman Asset Management LPQuality value$8.1B7448%2.0%32Aug 11, 2026bought 48 sold 9
Steven RomickFirst Pacific Advisors, LPClassic value$8.0B7252%7.4%17Aug 14, 2026bought 32 sold 34
Ruane, Cunniff & GoldfarbRuane, Cunniff & Goldfarb L.P.Quality value$6.4B5467%6.0%17Aug 14, 2026bought 10 sold 30
Mason MorfitValueact Holdings, L.P.Activist$5.6B1887%9.2%6Aug 14, 2026bought 8 sold 7
David AbramsAbrams Capital Management, L.P.Deep value$5.5B11100%0.0%27Aug 13, 2026bought 0 sold 1
Seth KlarmanBaupost Group Llc/maDeep value$5.4B2375%12.7%7Aug 13, 2026bought 9 sold 11
Chuck AkreAkre Capital Management LLCQuality value$5.1B1988%1.1%31Aug 14, 2026bought 2 sold 12
Bill SmeadSmead Capital Management, IncClassic value$4.7B3254%5.2%28Aug 11, 2026bought 8 sold 25
Dan LoebThird Point LLCActivist$4.6B4061%9.6%5Aug 14, 2026bought 29 sold 13
Glenn GreenbergBrave Warrior Advisors, LLCQuality value$4.6B4074%8.6%16Aug 14, 2026bought 13 sold 18
AKO CapitalAko Capital LLPQuality value$4.3B2276%7.5%15Aug 12, 2026bought 5 sold 22
Mark MasseyAltarock Partners LPQuality value$4.2B8100%9.7%33Aug 17, 2026bought 3 sold 5
Nelson PeltzTrian Fund Management, L.P.Activist$4.2B8100%5.1%22Aug 12, 2026bought 1 sold 2
JensenJensen Investment Management IncQuality value$4.1B8355%6.4%43Aug 7, 2026bought 8 sold 68
David EinhornDme Capital Management, LPDeep value$3.9B4653%11.7%8Aug 14, 2026bought 18 sold 17
Howard MarksOaktree Capital Management LP · Oaktree Fund Advisors, LLCDeep value$3.8B5166%9.9%10Aug 14, 2026bought 19 sold 27
Li LuHimalaya Capital Management LLCClassic value$3.7B8100%11.9%14Aug 14, 2026bought 2 sold 6
Leon CoopermanCooperman Leon GClassic value$3.5B3968%9.2%15Aug 14, 2026bought 10 sold 8
C.T. FitzpatrickVulcan Value Partners, LLCClassic value$3.3B3677%5.2%18Aug 10, 2026bought 10 sold 27
Dev KantesariaValley Forge Capital Management, LPQuality value$3.1B7100%0.0%34Aug 14, 2026bought 0 sold 4
Samantha McLemorePatient Capital Management, LLCDeep value$3.0B3952%6.6%12Aug 13, 2026bought 11 sold 20
Francois RochonGiverny Capital IncQuality value$3.0B5152%8.5%21Aug 14, 2026bought 18 sold 35
Prem WatsaFairfax Financial Holdings Ltd/ CanInsurance capital$2.6B3291%11.4%16Aug 14, 2026bought 13 sold 4
Nick TrainLindsell Train LtdQuality value$2.6B2891%2.2%30Jul 15, 2026bought 7 sold 15
Mason HawkinsSoutheastern Asset Management Inc/tn/Deep value$1.9B4763%10.4%17Aug 14, 2026bought 10 sold 28
Clifford SosinCas Investment Partners, LLCDeep value$1.9B6100%6.5%15Aug 14, 2026bought 2 sold 4
Pat DorseyDorsey Asset Management, LLCQuality value$1.6B1194%10.0%8Aug 14, 2026bought 8 sold 3
Bruce BerkowitzFairholme Capital Management LLCDeep value$1.5B13100%2.6%16Aug 14, 2026bought 7 sold 1
Wally WeitzWeitz Investment Management, IncQuality value$1.4B5055%3.1%24Aug 12, 2026bought 13 sold 22
Tweedy, BrowneTweedy, Browne Co LLCClassic value$1.3B9169%7.4%21Aug 7, 2026bought 52 sold 35
Christopher BloomstranSemper Augustus Investments Group LLCQuality value$884.6M5079%8.0%24Aug 14, 2026bought 18 sold 13
William von MuefflingCantillon Capital Management LLCQuality value$665.1M2762%0.0%29Jul 29, 2026bought 0 sold 38
Thomas KahnKahn Brothers Group IncDeep value$632.7M4879%6.2%26Aug 14, 2026bought 10 sold 16
Third AvenueThird Avenue Management LLCDeep value$625.3M5550%6.1%23Aug 12, 2026bought 16 sold 15
David RolfeWedgewood Partners IncQuality value$484.4M1872%6.5%26Aug 14, 2026bought 7 sold 15
Bill MillerMiller Value Partners, LLCDeep value$423.1M5653%11.0%9Aug 14, 2026bought 21 sold 22
Robert VinallRV Capital AGQuality value$382.9M1399%0.8%11Aug 14, 2026bought 1 sold 6
Josh TarasoffGreenlea Lane Capital Management, LLCQuality value$364.2M10100%4.2%16Aug 14, 2026bought 1 sold 4
Ron Muhlenkamp / Jeff MuhlenkampMuhlenkamp & Co IncClassic value$345.3M2858%0.3%23Aug 18, 2026bought 6 sold 4
Mohnish PabraiDalal Street, LLCDeep value$326.7M4100%0.0%7Aug 13, 2026bought 1 sold 2
Glenn WellingEngaged Capital LLCActivist$322.9M9100%11.8%9Aug 14, 2026bought 2 sold 4
Bryan LawrenceOakcliff Capital Partners, LPClassic value$268.5M9100%0.0%22Aug 13, 2026bought 2 sold 0
Charlie Munger legacyDaily Journal CorpClassic value$256.7M4100%0.0%44Jul 16, 2026bought 0 sold 0
Norbert LouPunch Card Management L.P.Classic value$256.0M5100%0.0%16Aug 14, 2026bought 0 sold 2
Francis ChouChou Associates Management IncDeep value$216.6M3183%0.0%17Aug 12, 2026bought 1 sold 1
Alex RoepersAtlantic Investment Management, IncDeep value$192.0M1295%32.2%4Aug 14, 2026bought 7 sold 6
Guy SpierAquamarine Zurich AGClassic value$144.1M7100%0.0%42Jul 10, 2026bought 0 sold 0
II

Giants Counted in Earlier Quarters

Giants who met the rules in some earlier quarters but not this one; their holdings still count in those quarters’ totals.

GiantCountedQuartersWhy not this quarter
Allan MechamArlington Value Capital, LLCQ3 2014 – Q1 202023A1 stopped filing after 2020Q1
Arnold Van Den BergVan Den Berg Management I, IncQ1 2004 – Q1 202651A4 top 10 = 39%
David KatzMatrix Asset Advisors IncQ4 2019 – Q1 202610A4 top 10 = 38%
John RogersAriel Investments, LLCQ1 1999 – Q2 200810A4 top 10 = 33%
Mairs & PowerMairs & Power IncQ4 1999 – Q1 201014A4 254 holdings
Mark HillmanHillman Capital Management, IncQ3 2006 – Q2 201224A4 top 10 = 36%
Michael BurryScion Asset Management, LLCQ4 2020 – Q2 20248A1 stopped filing after 2025Q3
Murray StahlHorizon Kinetics Asset Management LLCQ2 2001 – Q3 20012A4 350 holdings
Richard PzenaPzena Investment Management LLCQ1 1999 – Q1 20005A4 161 holdings, top 10 = 38%
Steven CheckCheck Capital Management IncQ1 1999 – Q4 202587A3 options = 55%
Tom BancroftMakaira Partners LLCQ3 2013 – Q1 202651A1 empty filing for 2026Q1, no filing for 2026Q2
TorrayTorray Investment Partners LLCQ2 2001 – Q2 201525A4 top 10 = 35%

Full selection rules and the verdict on all 84 candidates →