Style
Quality Value
Buying high-quality businesses with lasting advantages at sensible prices, and holding them for a long time. 21 giants follow this style this quarter.
I
Giants in This Style
Styles are this site’s classification from public sources; one giant may show several traits.
| Giant | 13F value | Holdings | This quarter |
|---|---|---|---|
| Chris DavisDavis Selected Advisers | $23.3B | 112 | bought 19 sold 85 |
| Duan YongpingH&H International Investment, LLC | $19.1B | 18 | bought 4 sold 9 |
| Terry SmithFundsmith LLP · Fundsmith Investment Services Ltd. | $18.2B | 42 | bought 18 sold 29 |
| Tom RussoGardner Russo & Quinn LLC | $8.9B | 85 | bought 10 sold 44 |
| YacktmanYacktman Asset Management LP | $8.1B | 74 | bought 48 sold 9 |
| Ruane, Cunniff & GoldfarbRuane, Cunniff & Goldfarb L.P. | $6.4B | 54 | bought 10 sold 30 |
| Chuck AkreAkre Capital Management LLC | $5.1B | 19 | bought 2 sold 12 |
| Glenn GreenbergBrave Warrior Advisors, LLC | $4.6B | 40 | bought 13 sold 18 |
| AKO CapitalAko Capital LLP | $4.3B | 22 | bought 5 sold 22 |
| Mark MasseyAltarock Partners LP | $4.2B | 8 | bought 3 sold 5 |
| JensenJensen Investment Management Inc | $4.1B | 83 | bought 8 sold 68 |
| Dev KantesariaValley Forge Capital Management, LP | $3.1B | 7 | bought 0 sold 4 |
| Francois RochonGiverny Capital Inc | $3.0B | 51 | bought 18 sold 35 |
| Nick TrainLindsell Train Ltd | $2.6B | 28 | bought 7 sold 15 |
| Pat DorseyDorsey Asset Management, LLC | $1.6B | 11 | bought 8 sold 3 |
| Wally WeitzWeitz Investment Management, Inc | $1.4B | 50 | bought 13 sold 22 |
| Christopher BloomstranSemper Augustus Investments Group LLC | $884.6M | 50 | bought 18 sold 13 |
| William von MuefflingCantillon Capital Management LLC | $665.1M | 27 | bought 0 sold 38 |
| David RolfeWedgewood Partners Inc | $484.4M | 18 | bought 7 sold 15 |
| Robert VinallRV Capital AG | $382.9M | 13 | bought 1 sold 6 |
| Josh TarasoffGreenlea Lane Capital Management, LLC | $364.2M | 10 | bought 1 sold 4 |
II
This Style’s Consensus Holdings
Composite weight within this style only (one giant one vote), top 20.
| Rank | Company | Giants holding | Composite weight |
|---|---|---|---|
| 1 | GOOGLAlphabet Inc | 17 / 21 | 5.75% |
| 2 | BRK.BBerkshire Hathaway Inc | 10 / 21 | 5.23% |
| 3 | AMZNAmazon.com Inc | 9 / 21 | 3.70% |
| 4 | MAMastercard Inc | 12 / 21 | 3.46% |
| 5 | MSFTMicrosoft Corp | 16 / 21 | 2.92% |
| 6 | METAMeta Platforms, Inc | 10 / 21 | 2.74% |
| 7 | AAPLApple Inc | 7 / 21 | 2.63% |
| 8 | VVisa Inc | 13 / 21 | 2.58% |
| 9 | FICOFair Isaac Corp | 7 / 21 | 2.27% |
| 10 | MCOMoody’s Corp | 7 / 21 | 1.83% |
| 11 | SPGIS&P Global Inc | 9 / 21 | 1.79% |
| 12 | TSMTaiwan Semiconductor Manufacturing | 8 / 21 | 1.54% |
| 13 | CVNACarvana Co | 1 / 21 | 1.44% |
| 14 | ASMLASML Holding NV | 3 / 21 | 1.35% |
| 15 | TDGTransDigm Group Inc | 1 / 21 | 1.31% |
| 16 | SUNBSunbelt Rentals Holdings, Inc | 7 / 21 | 1.28% |
| 17 | BNBrookfield Corp | 2 / 21 | 1.26% |
| 18 | UBERUber Technologies, Inc | 4 / 21 | 0.93% |
| 19 | IBKRInteractive Brokers Group, Inc | 2 / 21 | 0.93% |
| 20 | COFCapital One Financial Corp | 4 / 21 | 0.86% |
III
Is This Style Buying or Selling
Last 20 quarters.