Explorez tous les épisodes du podcast PortfolioCasts | Investor Portfolio Podcasts

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.

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’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.

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%.

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%.

Pat Dorsey is widely respected for his framework around economic moats and business quality.

In this episode, we break down Dorsey Asset Management’s portfolio, covering standout holdings like ASML, Meta, AutoZone, Alphabet, Booking Holdings, and Danaher, and explain how durable competitive advantages lead to long-term compounding.

Perfect for investors focused on quality, fundamentals, and patience.

Guy Spier is known for his disciplined, long-term value investing approach inspired by Warren Buffett and Charlie Munger.

In this episode, we break down Aquamarine Capital’s portfolio, discussing key positions like BRK.A, BRK.B, American Express, Mastercard, Moody’s, Ferrari, and Daily Journal, and what they reveal about conviction-driven investing.

A must-listen for investors interested in concentrated portfolios and timeless investing principles.

Li Lu is one of the most respected long-term investors, known for focus, conviction, and patience.

In this episode, we analyze Himalaya Capital Management’s portfolio, exploring major positions like GOOGL, PDD, BRK.B, BAC, AAPL, and OXY, and what they reveal about Li Lu’s investing philosophy.

If you’re interested in value investing, concentrated portfolios, and learning from elite investors—this episode is for you.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Leon Cooperman.

Cooperman’s portfolio reflects a balanced approach — combining high-conviction equity positions with broad market and international ETF exposure.

Holdings covered include:
VRT, ET, APO, ELV, CI, KBR, MSI, OXY, EPD, STKL, OMF, GEHC, GOOGL, MP, SUN, FOA, and ETFs such as VOO, EFA, IEUR, VGK, EWJ, EWC, and more.

This episode covers:• Value-driven investing strategy• Sector and geographic diversification• Risk management through asset allocation

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Howard Marks and Oaktree Capital Management.

Oaktree specializes in credit, distressed debt, and value-oriented investments, guided by strong risk management and market cycle awareness.

Holdings covered include:
TRMD, VNOM, FCX, VALE, NOK, NU, GRAB, ITUB, LBTYA, CX, SBLK, NBR, FTAI, KRC, BHC, JBS, YMM, CRC, BATL, and more.

This episode covers:• Cycle-aware investing principles• Credit and distressed strategies• Risk control and downside protection

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of David Einhorn and Greenlight Capital.

Greenlight follows a disciplined, research-driven approach, often incorporating cyclical exposure, special situations, and hedging strategies.

Holdings covered include:
GRBK, FLR, CNR, PCG, GLD, GDX, DHT, TEVA, HPQ, CNH, PENN, CNC, CPRI, VSCO, ROIV, CI, SDRL, KWEB, OIH, PTON, and more.

This episode covers:• Fundamental value investing• Portfolio hedging and risk management• Cyclical & commodity exposure

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Daniel Loeb and Third Point.

Third Point blends long-term compounders with event-driven opportunities, often investing around corporate actions, restructurings, and strategic shifts.

Holdings covered include:AMZN, MSFT, NVDA, META, TSM, PCG, BN, COF, FLUT, VST, RKT, UNP, NSC, DHR, KVUE, CRH, CSGP, APO, HTZ warrants, and more.

This episode covers:• Event-driven portfolio construction• Activist & catalyst-based investing• Balancing conviction with flexibility

⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Bill Miller and Miller Value Partners.

Miller is known for his bold, contrarian bets and long-term approach to investing across multiple market cycles.

Holdings covered include:UPS, VZ, MSTR, BMY, STLA, LYB, WAL, CALM, UGI, JXN, ARLP, UNFI, CHRD, CG, TTE, FTI, BCC, OMF, and more.

This episode covers:• Deep-value and contrarian strategies• Portfolio diversification across sectors• Risk, volatility, and conviction investing

⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of the Bill & Melinda Gates Foundation Trust.

The foundation follows an endowment-style approach, emphasizing long-term ownership of resilient businesses across infrastructure, consumer, healthcare, and industrial sectors.

Holdings covered include:
BRK.B, MSFT, WM, CNI, CAT, DE, ECL, WMT, FDX, KOF, WCN, CPNG, SDGR, DHR, PCAR, MCD, KHC, HRL, ONON, VLTO, and more.

This episode covers:
• Long-term and mission-aligned investing• Quality-focused portfolio construction• Sector diversification & capital preservation

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of iconic activist investor Carl Icahn and Icahn Capital Management.

Icahn is known for taking concentrated stakes and pushing for strategic, operational, and governance changes to unlock shareholder value.

Holdings covered include:
IEP, CVI, UAN, IFF, BHC, CTRI, JBLU, AEP, CZR, BLCO, MNRO, SWX, SD, and more.

This episode covers:• Activist investing fundamentals• Concentrated ownership strategies• Turnaround & special situation plays

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of ValueAct Capital, led by Mason Morfit and Rob Hale.

ValueAct follows an activist, research-intensive strategy focused on long-term value creation through engagement with management teams.

Holdings covered include:
AMZN, CRM, META, V, DIS, RBLX, MDB, LYV, TOST, CBRE, RKT, NSIT, SSD, LLYVA, LLYVK, COOP (legacy), and more.

This episode covers:
• Activist investing fundamentals• Concentrated portfolio strategy• How ValueAct drives operational improvement

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio information is sourced from public filings and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we break down the portfolio of Stephen Mandel, founder of Lone Pine Capital.

Lone Pine follows a concentrated, research-driven approach focused on high-quality growth businesses.

Holdings covered include:
META, AMZN, MSFT, TSM, UNH, INTU, CRM, BKNG, KKR, COF, SBUX, PM, ASML, EQT, APP, CVNA, LPLA, FLUT, BN, TLN, and more.

This episode explores:• High-conviction portfolio construction• Growth-oriented sector allocation• How Lone Pine identifies long-term winners

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is based on public disclosures and may be approximate. Always do your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of legendary investor David Tepper, founder of Appaloosa Management.

Tepper is known for his aggressive macro views and ability to pivot across asset classes, sectors, and geographies.

Holdings covered include:
BABA, AMZN, META, NVDA, MSFT, GOOG, UNH, UBER, TSM, INTC, ASML, QCOM, MU, FXI, KWEB, JD, PDD, NRG, VST, ET, RTX, DAL, UAL, ORCL, and more.

This episode covers:• Macro & geopolitical exposure• Tech, energy, and cyclical bets• How Appaloosa positions for market shifts

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public filings and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Chase Coleman, founder of Tiger Global Management.

Known for its high-growth and tech-heavy strategy, Tiger Global’s portfolio features a mix of established giants and emerging innovators.

Holdings covered include:
MSFT, NVDA, AMZN, META, GOOGL, SE, RDDT, TSM, UBER, DASH, NFLX, WDAY, AVGO, SPOT, NOW, MDB, ZS, CPNG, GRAB, JD, and more.

This episode breaks down:• Tiger Global’s core investment themes• Technology and platform dominance• How growth-focused funds position for long-term returns

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is based on public filings and may be approximate. Always conduct your own research before investing.

Terry Smith is known for a simple but disciplined approach: buy high-quality businesses and hold them for the long term.

In this episode of PortfolioCasts, we break down the Fundsmith portfolio and discuss holdings across technology, healthcare, consumer, and industrial sectors — including Microsoft, Visa, Meta, Stryker, and IDEXX.

We explore how Smith thinks about business quality, capital efficiency, and long-term compounding — and what investors can learn from Fundsmith’s portfolio construction.

Educational purposes only. Not financial advice. Any figures discussed are approximate.

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Seth Klarman is known for a disciplined, risk-aware approach to investing.

In this episode of PortfolioCasts, we break down the Baupost Group portfolio and discuss holdings across consumer, industrial, financial, and technology sectors — including Google, Dollar General, UNP, and CRH.

We explore how Klarman thinks about margin of safety, patience, and capital preservation — and what long-term investors can learn from Baupost’s portfolio construction.

Educational purposes only. Not financial advice. Any figures discussed are approximate.

Michael Burry is known for taking positions that go against consensus.

In this episode of PortfolioCasts, we break down the Scion Asset Management portfolio and discuss key holdings such as Molina Healthcare, Lululemon, and SLM.

We explore how Burry thinks about mispricing, concentration, and risk — and what long-term investors can learn from his portfolio construction approach.

Educational purposes only. Not financial advice. Any figures discussed are approximate.

Mohnish Pabrai is known for a focused, high-conviction approach to investing.

In this episode of PortfolioCasts, we break down the Pabrai Investments portfolio and discuss key holdings such as HCC, AMR, Transocean, Valaris, and Noble.

We explore how Pabrai thinks about concentration, downside risk, and value — and what long-term investors can learn from his portfolio construction style.

Educational purposes only. Not financial advice. Any figures discussed are approximate.

Bill Ackman runs a focused, high-conviction portfolio — not a long list of positions.

In this episode of PortfolioCasts, we break down Pershing Square Capital Management’s portfolio, including holdings like Uber, Google, Amazon, Chipotle, Hilton, and more.

We explore why Ackman concentrates capital, how he thinks about business quality, and what long-term investors can learn from his portfolio construction approach.

Educational purposes only. Not financial advice.

Warren Buffett’s success isn’t about finding dozens of winning stocks —
it’s about building a portfolio with conviction.

In this episode of PortfolioCasts, we break down the Berkshire Hathaway portfolio, explore its largest holdings, and explain the investment philosophy that drives Buffett’s decisions.

If you want to understand how great investors think in portfolios, this episode is for you.