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A snapshot of Josh Tarasoff's portfolio as of March 31, 2026, highlighting top holdings and significant changes in share positions across sectors.

Josh Tarasoff's portfolio as of March 31, 2026, shows significant increases in SGOV and NFLX, alongside decreases in BRK-A and TSLA.

An analysis of Josh Tarasoff's portfolio concentration as of March 31, 2026, highlighting significant holdings in Financial Services and Communication Services sectors.

Josh Tarasoff's March 31, 2026 portfolio highlights holdings in Amazon, Brookfield Corporation, Berkshire Hathaway, and other top stocks with significant share changes.

Greenlea Lane Capital Management's portfolio analysis for Q1 2026 shows significant changes in holdings across sectors, including notable increases in Netflix and iShares Core S&P Small Cap Value ETF.

A snapshot of C.T. Fitzpatrick's top holdings in Vulcan Value Partners' portfolio as of March 31, 2026, highlighting significant changes in share positions.

C.T. Fitzpatrick's $3.77 billion portfolio as of March 31, 2026, is heavily concentrated in Technology, Consumer Cyclical, and Financial Services sectors.

An analysis of Vulcan Value Partners' top holdings as of March 31, 2026, highlighting significant allocations and share changes.

Vulcan Value Partners' portfolio saw significant shifts in Q1 2026, marked by substantial reductions in several large-cap tech stocks and notable increases in Financial Services holdings.

Vulcan Value Partners' portfolio value stands at $3.77 billion as of March 31, 2026. Significant changes observed in holdings like TRU and RYAN, alongside declines in several major tech stocks.

Rob Vinall's RV Capital portfolio, as of March 31, 2026, shows significant concentration in Consumer Cyclical and Financial Services sectors.

A snapshot of Rob Vinall's top holdings in his RV Capital portfolio as of March 31, 2026, highlighting significant changes in shares and allocations.

Rob Vinall's portfolio value increased significantly in Q1 2026, driven by substantial gains in META and MSFT, while positions in Carvana and Interactive Brokers saw notable reductions.

Rob Vinall's RV Capital portfolio as of March 31, 2026, shows significant concentration in Consumer Cyclical and Communication Services stocks.

Rob Vinall's RV Capital portfolio saw significant changes in Q1 2026, with notable increases in Microsoft and Salesforce, while positions in Carvana and Interactive Brokers were reduced.

Ronald Muhlenkamp's portfolio, as of March 31, 2026, is heavily concentrated in the Energy and Basic Materials sectors, with significant holdings in companies like Agnico Eagle Mines Ltd. (AEM) and Newmont Corp. (NEM).

A snapshot of Ronald Muhlenkamp's portfolio at Muhlenkamp & Co as of March 31, 2026, highlighting key holdings and their share changes.

Ronald Muhlenkamp's portfolio as of March 31, 2026, shows significant reductions in holdings like Agnico Eagle Mines and Newmont Corp, while maintaining positions in healthcare and technology.

Ronald Muhlenkamp's portfolio as of March 31, 2026, shows significant concentration in sectors like Basic Materials and Energy, with notable changes in holdings.

Ronald Muhlenkamp's portfolio as of March 31, 2026, features significant holdings in materials and energy sectors, with notable share changes in several stocks.

Ronald Muhlenkamp's portfolio saw significant changes in Q1 2026, with notable increases in Energy and Healthcare sectors, alongside decreases in Basic Materials holdings.

Ronald Muhlenkamp of Muhlenkamp & Co saw his portfolio value fluctuate as holdings in sectors like Basic Materials and Energy experienced significant reductions, while some positions like Mckesson Corp and Berkshire Hathaway Inc maintained or slightly increased their allocations.

Paul Lountzis' portfolio, as of March 31, 2026, shows a heavy concentration in Financial Services and Technology stocks, with Berkshire Hathaway leading holdings.

A snapshot of Paul Lountzis' top holdings in Lountzis Asset Management's portfolio as of March 31, 2026, highlighting significant changes in share positions.

An overview of significant share movements in Paul Lountzis' portfolio as of March 31, 2026, highlighting major increases and decreases in key holdings.

A detailed look at Paul Lountzis' portfolio holdings as of March 31, 2026, highlighting concentration in Financial Services and Technology sectors.

A detailed look at Paul Lountzis's top holdings as of March 31, 2026, showcasing significant allocations in Financial Services and Technology stocks.

Paul Lountzis' portfolio valued at $272.6M as of March 31, 2026, shows significant shifts in Financial Services and Technology holdings.

Eric H. Schoenstein's Jensen Investment Management portfolio, as of March 31, 2026, shows heavy concentration in Technology stocks with significant changes in holdings.

Eric H. Schoenstein's portfolio, as of March 31, 2026, is heavily weighted in Technology stocks like Microsoft, Google, and Apple, with some minor reductions in positions and slight increases in Amazon and Sherwin-Williams.

Eric H. Schoenstein's portfolio, valued at approximately $5.06 billion as of March 2026, reflects notable changes in major holdings during the quarter, with increases in Amazon and Mastercard offset by reductions in several large-cap stocks.

Analysis of Eric H. Schoenstein's portfolio concentration in large-cap tech and other sectors as of March 31, 2026.

Eric H. Schoenstein's March 31, 2026, portfolio highlights major holdings in technology and healthcare stocks, including Microsoft, Alphabet, Apple, and NVIDIA.

Eric H. Schoenstein's Jensen Investment Management portfolio saw significant reductions in major tech stocks while showing interest in consumer cyclical and select healthcare names during Q1 2026.

Eric H. Schoenstein's portfolio totaled $5.06 billion as of March 31, 2026. He maintained significant positions in Microsoft, Apple, and Alphabet Inc. (Google).

Tweedy, Browne Co's fund, as of March 31, 2026, shows significant concentration in CNH Industrial and Ionis Pharmaceuticals, with notable positions in Healthcare, Financial Services, and Industrials sectors.

Tweedy Browne's portfolio as of March 31, 2026, features significant holdings in industrial and healthcare stocks, with notable changes in shares for key positions.

Tweedy, Browne's portfolio saw a slight increase in Berkshire Hathaway shares and a significant decrease in FedEx holdings during the quarter, alongside minor adjustments in other positions.

Tweedy, Browne's portfolio as of March 31, 2026, shows significant concentration in large-cap and foreign stocks, with CNH and IONS leading the allocation.

B. Tweedy, Ch. Browne's $1.23B portfolio as of March 31, 2026, features significant holdings in CNH, IONS, KOF, and other top stocks with notable share changes.

Tweedy, Browne Co All Funds (US) saw a portfolio value of $1.23B as of March 2026, with notable changes in holdings like BRK-B and WFC.

B. Tweedy, Ch. Browne's portfolio valued at $1.23B as of March 31, 2026, features notable changes in top holdings including slight increases and significant decreases.

William Von Mueffling's portfolio at Cantillon Capital Management, as of March 31, 2026, shows heavy concentration in Technology and Financial Services sectors.

William Von Mueffling's portfolio, managed by Cantillon Capital Management, as of March 31, 2026, shows significant reductions in holdings like Broadcom, Alphabet, TSMC, and Interactive Brokers.

Cantillon Capital Management's top holdings experienced significant share reductions across most sectors, with Technology and Financial Services leading the declines.

Insights into William Von Mueffling's top holdings as of March 31, 2026, showcasing a focus on Technology and Financial Services sectors.

Cantillon Capital Management's portfolio saw a significant reduction in holdings across all major sectors during the first quarter of 2026.

William Von Mueffling of Cantillon Capital Management saw a portfolio value of $15.05 billion as of March 31, 2026. The top holdings show a consistent decrease in shares across most positions.

Sound Shore Management's Harry Burn maintains a significant concentration in Healthcare stocks as of March 31, 2026.

A snapshot of Harry Burn's Sound Shore Management portfolio as of March 31, 2026, highlighting key holdings and their share changes.

Harry Burn's portfolio analysis for Q1 2026 shows significant increases in positions like Regeneron and Marvell Technology, alongside decreases in Citigroup and CSX Corporation.

Analysis of Harry Burn's portfolio concentration as of March 31, 2026, highlighting major holdings and their allocations.

Harry Burn's portfolio, managed by Sound Shore Management, as of March 31, 2026, is dominated by significant holdings in healthcare, technology, and financial services sectors, including investments in Teva, Regeneron, Marvell Technology, Bank of America, and Berkshire Hathaway.

Sound Shore Management's Harry Burn saw significant shifts in his portfolio during Q1 2026, with notable increases in several holdings and decreases in others.

Sound Shore Management's portfolio valued at $2.98 billion as of March 31, 2026, features significant changes in top holdings.

Kahn Brothers Group investor Thomas Graham's portfolio, as of March 31, 2026, shows significant allocations to Financial Services and Healthcare sectors.

Kahn Brothers Group's $564 million portfolio as of March 31, 2026, features Citigroup and Bayer AG among its top holdings, with notable decreases in shares for several stocks.

Thomas Graham's portfolio as of March 31, 2026, shows significant changes in holdings, with major increases in Organon & Co (OGN) and Zillow Group (Z), alongside notable decreases in several stocks including Citigroup (C) and Alphabet (GOOG).

Thomas Graham's portfolio, managed by Kahn Brothers Group, is heavily weighted in Financial Services and Healthcare, with significant allocations to Citigroup and Bayer AG.

Thomas Graham's portfolio at Kahn Brothers Group reached $564 million as of March 2026, with notable increases in Organon & Co and Zillow Group, while several holdings saw significant reductions.

Thomas Graham's portfolio at Kahn Brothers Group stood at $564 million as of March 31, 2026. Significant changes were observed in holdings like Organon & Co and Flagstar Financial.

A snapshot of Donald Yacktman's portfolio shows significant reductions in Canadian Natural Resources Limited (CNQ) and slight increases in U-Haul Holding Company (UHAL-B), alongside steady positions in Microsoft (MSFT) and Procter & Gamble (PG).

Donald Yacktman's portfolio saw significant changes in Q1, with a notable decrease in Canadian Natural Resources Limited (CNQ) and a substantial increase in U-Haul Holding Company (UHAL-B).

Donald Yacktman's portfolio as of March 31, 2026, shows significant concentration in a select group of holdings, including notable changes in shares for several key positions.

Donald Yacktman's portfolio as of March 31, 2026, features significant allocations in Energy, Technology, and Financial Services sectors, with notable share changes in key holdings.

Donald Yacktman's portfolio saw a significant reduction in Energy holdings while showing modest increases in Technology and Consumer Defensive stocks during the first quarter of 2026.

Donald Yacktman's portfolio totaled $7.48 billion as of March 31, 2026, reflecting changes in key holdings.

Robert Torray's portfolio saw significant changes in Q1 2026, with major increases in Microsoft and Constellation Energy, alongside notable decreases in Phillips 66 and CNA Financial.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, highlights significant investments in Broadcom, Microsoft, Chevron, and other top holdings with varying share changes.

Detailed analysis of Robert Torray's Torray Fund holdings changes during the March 2026 quarter, highlighting key purchases, sales, and sector trends.

Robert Torray's Torray Fund portfolio, as of March 31, 2026, shows significant increases in Microsoft and Constellation Energy, while positions in Phillips 66 and CNA Financial decreased.

A snapshot of Donald Yacktman's portfolio at Yacktman Asset Management as of March 31, 2026, highlighting top holdings and observable changes in share positions.

Donald Yacktman's portfolio as of March 31, 2026, shows significant concentration in energy and consumer staples, with notable changes in holdings like Canadian Natural Resources Limited.

Donald Yacktman's March 2026 portfolio includes significant holdings in Energy, Technology, and Financial Services sectors, with notable share changes across his top allocations.

Donald Yacktman's portfolio saw a significant reduction in Energy holdings while showing slight increases in several sectors including Technology and Consumer Defensive stocks.

Donald Yacktman's Yacktman Asset Management portfolio totaled $7.5 billion as of March 31, 2026. This update highlights significant changes in holdings like Canadian Natural Resources and Charles Schwab Corp.

A snapshot of Robert Torray's portfolio shows significant allocations to Technology and Energy stocks, with notable changes in positions like Microsoft and Phillips 66.

Robert Torray's portfolio saw significant changes in Q1 2026, with notable increases in CNA Financial and Constellation Energy, while positions in Royalty Pharma and Phillips 66 decreased.

Robert Torray's Torray Fund portfolio as of March 31, 2026, is heavily concentrated in Technology and Energy stocks, with notable changes in holdings like Microsoft and Constellation Energy.

Donald Yacktman's portfolio, valued at approximately $7.5 billion as of March 31, 2026, features significant allocations in Energy, Technology, and Consumer Defensive sectors, with notable changes in holdings.

Donald Yacktman's portfolio saw significant share increases in U-Haul and decreases in Canadian Natural Resources, reflecting quarterly adjustments.

Donald Yacktman's portfolio as of March 31, 2026, shows significant concentration in energy and technology stocks, with notable changes in holdings like Canadian Natural Resources Limited (CNQ) and Microsoft Corporation (MSFT).

Donald Yacktman's portfolio as of March 31, 2026, highlights significant allocations in Energy, Technology, and Financial Services sectors, including holdings in Canadian Natural Resources, Microsoft, and Charles Schwab.

Detailed analysis of Donald Yacktman's portfolio changes during the first quarter of 2026, highlighting key holdings and their performance.

Donald Yacktman's portfolio totaled $7.48 billion as of March 31, 2026, featuring significant reductions in Energy and Technology stocks while increasing exposure to Industrials.

A snapshot of Robert Torray's portfolio as of March 31, 2026, highlighting top holdings and significant changes in share positions.

Robert Torray's portfolio, valued at $638 million as of March 2026, shows significant share increases in companies like Microsoft and Constellation Energy, alongside notable decreases in holdings like Phillips 66.

Analysis of Robert Torray's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.

An analysis of Robert Torray's Torray Fund portfolio as of March 31, 2026, highlighting key holdings including Microsoft, Chevron, and Broadcom.

Detailed analysis of Robert Torray's Torray Fund holdings changes during Q1 2026, highlighting key purchases, sales, and sector movements.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows significant increases in Microsoft and Constellation Energy, while positions in Phillips 66 and CNA Financial decreased.

Donald Yacktman's $7.5 billion portfolio as of March 31, 2026, features significant changes in holdings like Canadian Natural Resources and Microsoft, alongside stable positions in consumer staples.

Donald Yacktman's portfolio saw significant shifts in Q1, with a notable increase in U-Haul holdings and a decrease in Canadian Natural Resources, reflecting quarterly adjustments.

Donald Yacktman's March 31, 2026 portfolio highlights significant holdings in Energy, Technology, and Financial Services sectors.

Donald Yacktman's portfolio saw significant reductions in Canadian Natural Resources Limited (CNQ) while maintaining positions in Microsoft (MSFT) and other stable holdings as of March 31, 2026.

Donald Yacktman's portfolio valued at $7.48 billion as of March 31, 2026, features significant changes in top holdings like Canadian Natural Resources and Microsoft, alongside steady positions in consumer staples.

A snapshot of Robert Torray's top holdings in the Torray Fund portfolio as of March 31, 2026, highlighting significant changes in share positions.

An analysis of Robert Torray's portfolio changes as of March 31, 2026, highlighting significant increases in Constellation Energy and Microsoft, alongside decreases in Phillips 66.

Robert Torray's Torray Fund portfolio as of March 31, 2026, highlights significant investments in technology and energy stocks, including Microsoft, Chevron, and Constellation Energy.

Detailed analysis of Robert Torray's Torray Fund holdings changes during the first quarter of 2026, highlighting key purchases, sales, and sector movements.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows significant changes in holdings like Microsoft and Constellation Energy.

Donald Yacktman's Yacktman Asset Management fund, as of March 31, 2026, maintains a concentrated portfolio with significant exposure to energy and technology sectors.

A snapshot of Donald Yacktman's portfolio as of March 31, 2026, highlighting top holdings and observable changes in share positions.

Yacktman Asset Management's Q1 2026 portfolio highlights a significant decrease in Canadian Natural Resources Limited (CNQ) and a boost to U-Haul (UHAL-B), reflecting quarterly adjustments.

This analysis examines Donald Yacktman's top holdings as of March 31, 2026, highlighting significant positions in Energy, Technology, and Financial Services.

Analysis of Donald Yacktman's portfolio changes as of March 31, 2026, highlighting significant shifts in Energy, Technology, and Consumer sectors.

Donald Yacktman's Yacktman Asset Management portfolio totaled $7.5 billion as of March 31, 2026. This analysis highlights key holdings and their recent changes.

Robert Torray's Torray Fund portfolio, as of March 31, 2026, shows significant concentration in Technology and Energy sectors, with notable changes in holdings like Constellation Energy.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows a heavy concentration in Technology and Energy stocks, with notable changes in positions like Microsoft and Phillips 66.

Robert Torray's portfolio, valued at approximately $638 million as of March 31, 2026, shows significant changes in top holdings, with major increases in Microsoft and Constellation Energy, decreases in Pfizer and Phillips 66, and stable positions in ONEOK.

Robert Torray's $638 million portfolio as of March 31, 2026, features significant allocations in Broadcom, Microsoft, Chevron, and other top holdings with varying share changes.

Robert Torray's Torray Fund experienced significant changes in its top holdings during Q1 2026, with notable increases in Microsoft, Constellation Energy, and Texas Instruments, alongside reductions in Phillips 66 and CNA Financial.

Robert Torray's Torray Fund portfolio, valued at $638 million as of March 31, 2026, shows significant changes in several holdings, including increases in Microsoft and Constellation Energy, and decreases in Phillips 66.

Sequoia Financial Advisors' portfolio as of March 31, 2026, features significant increases in positions like AAPL and NVDA, alongside modest adjustments in others.

Sequoia Financial Advisors' portfolio analysis for Q1 2026 highlights significant share increases in major holdings like Apple and NVIDIA, alongside steady allocations in broad-market funds.

Analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting major holdings and recent share changes.

Sequoia Financial Advisors' portfolio analysis for Q1 2026 shows significant increases in JPMorgan ETFs and continued focus on technology stocks like NVIDIA and Microsoft.

Sequoia Financial Advisors' portfolio, as of March 31, 2026, shows a heavy concentration in large-cap ETFs and significant exposure to the Technology sector.

Sequoia Financial Advisors' portfolio as of March 31, 2026, features significant increases in JPMorgan ETF holdings and slight decreases in certain trusts, with a focus on broad market exposure and technology stocks.

An analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting key holdings and their allocation percentages.

Sequoia Financial Advisors' portfolio as of March 31, 2026, features significant increases in JPMorgan ETF holdings and slight decreases in certain trusts, alongside strong allocations to Apple, NVIDIA, and Microsoft.

An analysis of Sequoia Financial Advisors' portfolio holdings and allocation as of March 31, 2026, highlighting key stocks and changes in share quantities.

Sequoia Financial Advisors' portfolio, valued at over $17.8 billion as of March 31, 2026, is heavily weighted towards large-cap tech stocks and index funds, with VTI leading at 6.81%.

Sequoia Financial Advisors' portfolio analysis for Q1 2026 shows significant changes in holdings, including notable increases in VTI, CCMG, IXUS, AAPL, NVDA, VONG, DSTL, DFAU, MSFT, and JPIE.

Sequoia Financial Advisors' portfolio saw changes as of March 31, 2026, with notable shifts in major holdings.

Sequoia Financial Advisors' portfolio, as of March 31, 2026, shows a significant allocation to exchange-traded funds and Technology sector stocks.

Sequoia Financial Advisors' portfolio as of March 31, 2026, features significant increases in Apple and NVIDIA shares, alongside modest adjustments in other top holdings.

Sequoia Financial Advisors' portfolio saw significant increases in positions like Apple and NVIDIA, alongside substantial growth in JPMorgan ETF holdings.

An analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting key holdings and allocation trends.

Sequoia Financial Advisors' portfolio saw significant changes in Q1 2026, with notable increases in Apple and NVIDIA shares and a decrease in the CCMG ETF.

Sequoia Financial Advisors' portfolio, as of March 31, 2026, shows a heavy concentration in large-cap ETFs and Technology stocks.

Sequoia Financial Advisors' portfolio as of March 31, 2026, features significant allocations in VTI and CCMG, with notable increases in AAPL, NVDA, and JPIE shares.

Sequoia Financial Advisors' portfolio saw significant increases in positions like Apple and NVIDIA, alongside substantial growth in JPMorgan Exchange-Traded Funds, reflecting quarterly trends as of March 31, 2026.

An analysis of Sequoia Financial Advisors' portfolio concentration as of March 31, 2026, highlighting major holdings and their allocation percentages.

Sequoia Financial Advisors' portfolio, valued at approximately $17.8 billion as of March 31, 2026, is heavily weighted towards large-cap technology companies and index funds, with VTI leading at 6.81% allocation.

Sequoia Financial Advisors' portfolio analysis for Q1 2026 shows significant changes in holdings, including notable increases in Apple and NVIDIA, alongside reductions in certain ETFs.

Sequoia Financial Advisors' portfolio, as of March 31, 2026, shows significant changes in holdings like CCMG and JPIE, alongside steady positions in VTI.

Hancock Classic Value's portfolio, managed by Richard Pzena as of March 31, 2026, shows a significant concentration in the Healthcare sector, with several large holdings dominating the allocation.

A snapshot of Richard Pzena's top holdings in the Hancock Classic Value portfolio as of March 31, 2026, highlighting significant changes in share positions across sectors.

Hancock Classic Value's portfolio saw significant changes in Q1 2026, with notable increases in Humana and Skyworks Solutions alongside decreases in several major holdings.

An analysis of the top holdings in Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026, highlighting significant positions in Healthcare, Technology, and Consumer sectors.

Hancock Classic Value's portfolio manager, Richard Pzena, made notable changes to the fund's holdings during the first quarter of 2026, focusing on select sectors while reducing exposure in others.

Richard Pzena's Hancock Classic Value portfolio, valued at $30.7 billion as of March 31, 2026, shows significant changes in holdings like HUM and SWKS, alongside decreases in positions such as C and BAX.

Michael Lindsell's Lindsell Train portfolio, as of March 31, 2026, shows a clear concentration in Communication Services and Technology stocks.

A snapshot of Michael Lindsell and Nick Train's top holdings as of March 31, 2026, highlighting significant changes in shares for major holdings like Alphabet Inc. (GOOGL) and Intuit (INTU).

Hancock Classic Value's portfolio, managed by Richard Pzena as of March 31, 2026, shows a significant concentration in healthcare stocks.

Richard Pzena's Hancock Classic Value portfolio, valued at approximately $30.7 billion as of March 31, 2026, saw notable changes in holdings, with significant increases in CTSH, SWKS, and HUM, alongside decreases in C, MGA, and others.

Analysis of Richard Pzena's portfolio concentration as of March 31, 2026, highlighting significant holdings in Healthcare and Technology sectors.

An analysis of the top holdings in Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026, highlighting significant changes in stock allocations.

Hancock Classic Value investor Richard Pzena made notable purchases and sales in Q1 2026, focusing on healthcare and technology stocks while reducing exposure in certain sectors.

Richard Pzena's Hancock Classic Value fund reported significant changes in its top holdings as of March 31, 2026, with notable increases and decreases in key positions.

Michael Lindsell and Nick Train's portfolio, valued at $3.14 billion as of March 31, 2026, shows significant changes in top holdings, with notable increases in INTU and FICO while reducing positions in major tech stocks.

Michael Lindsell and Nick Train's $3.14 billion portfolio as of March 31, 2026, features significant holdings in Communication Services, Technology, and Consumer Defensive stocks.

Lindsell Train's portfolio saw significant changes in Q1 2026, with reductions in major holdings like TKO and GOOGL, alongside notable increases in INTU and FICO.

Hancock Classic Value's portfolio, managed by Richard Pzena as of March 31, 2026, shows a significant concentration in the Healthcare sector, particularly in large-cap companies.

A snapshot of Richard Pzena's top holdings in the Hancock Classic Value fund as of March 31, 2026, highlighting significant changes in positions across sectors like Healthcare and Technology.

An analysis of Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026, highlighting significant increases and decreases in top holdings.

Detailed analysis of Richard Pzena's top holdings and share changes as of March 31, 2026, highlighting portfolio concentration in specific sectors.

Detailed analysis of Richard Pzena's investment activities for the first quarter of 2026, including significant purchases and sales in key sectors.

Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026, shows mixed changes in top holdings, with significant increases in SWKS and HUM, and decreases in C and BAX.

Michael Lindsell and Nick Train's portfolio, valued at over $3 billion as of March 31, 2026, shows significant changes in holdings like GOOGL and TKO, while positions in INTU and TMO increased.

Lindsell Train's $3.14 billion portfolio as of March 31, 2026, features significant holdings in tech and communications stocks like TKO, GOOGL, and INTU.

Hancock Classic Value's portfolio, as of March 31, 2026, is characterized by significant allocations to Healthcare and Financial Services sectors, with notable changes in holdings.

Richard Pzena's Hancock Classic Value portfolio, valued at approximately $30.7 billion as of March 31, 2026, saw notable changes in key holdings during the quarter, with significant increases in positions like SWKS and HUM, alongside decreases in others like C and MGA.

A detailed look at the largest holdings and share changes in Richard Pzena's portfolio as of March 31, 2026.

Hancock Classic Value's Richard Pzena made strategic adjustments in Q1 2026, with notable increases in Humana and Skyworks Solutions while reducing stakes in several major holdings.

Hancock Classic Value's portfolio filing from March 31, 2026, shows significant changes in holdings like Humana and CitiGroup, alongside steady positions.

Michael Lindsell's portfolio, as of March 31, 2026, shows a heavy concentration in Technology and Communication Services sectors, with Alphabet Inc. (GOOGL) and Tko Group Holdings Inc. (TKO) leading holdings.

A detailed analysis of Michael Lindsell and Nick Train's top holdings as of March 31, 2026, highlighting significant share changes in major tech and consumer stocks.

Michael Lindsell and Nick Train's portfolio, valued at $3.14 billion as of March 31, 2026, saw significant reductions in holdings like GOOGL and TKO, while positions in INTU and FICO increased notably.

Analysis of Michael Lindsell's portfolio concentration as of March 31, 2026, highlighting top holdings in Communication Services, Technology, and Consumer Defensive sectors.

Lindsell Train's $3.14 billion portfolio as of March 31, 2026, features significant holdings in tech and consumer stocks like Alphabet (GOOGL) and PepsiCo (PEP).

Lindsell Train's portfolio value stood at $3.14 billion as of March 31, 2026, with notable reductions in several holdings.

Michael Lindsell's Lindsell Train portfolio valued at $3.14 billion as of March 31, 2026, featuring significant changes in top holdings.

Hancock Classic Value's portfolio, managed by Richard Pzena as of March 31, 2026, shows a significant concentration in the Healthcare sector.

Richard Pzena's Hancock Classic Value fund, as of March 31, 2026, holds significant positions in consumer cyclical, healthcare, and technology sectors, with notable changes in shares for several stocks.

Richard Pzena's portfolio, valued at approximately $30.7 billion as of March 31, 2026, saw notable changes in holdings, with significant increases in CTSH, SWKS, and HUM, alongside decreases in several other stocks.

An analysis of the largest holdings and notable share changes in Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026.

An analysis of the top holdings in Richard Pzena's Hancock Classic Value portfolio as of March 31, 2026, highlighting significant positions in Healthcare and Technology stocks.

Detailed analysis of Richard Pzena's investment activities for Q1 2026 with Hancock Classic Value fund.

Richard Pzena's Hancock Classic Value portfolio, valued at $30.7 billion as of March 31, 2026, saw changes in its top holdings.

Michael Lindsell's Lindsell Train portfolio, as of March 31, 2026, shows a clear concentration in Communication Services and Technology sectors, with significant holdings in companies like Alphabet (GOOGL) and Intuit (INTU).

Michael Lindsell and Nick Train's portfolio, valued at over $3 billion, shows significant shifts in holdings like Alphabet and Intuit, with notable reductions in others.

Michael Lindsell and Nick Train's portfolio saw significant shifts in the latest quarter, with notable increases in INTU and FICO, alongside substantial decreases in GOOGL, DIS, and others.

Michael Lindsell's portfolio as of March 31, 2026, shows significant concentration in technology and media stocks, with notable changes in holdings.

Lindsell Train's $3.14 billion portfolio as of March 31, 2026, features significant holdings in tech and consumer stocks like TKO, GOOGL, and PEP.

Lindsell Train's portfolio analysis for Q1 2026 shows significant reductions in major holdings like TKO and GOOGL, alongside notable increases in INTU and FICO.

Michael Lindsell's portfolio at Lindsell Train held a total value of $3.14 billion as of March 31, 2026, with significant changes observed in several top holdings.

David Katz's portfolio, valued at approximately $1.09 billion as of March 31, 2026, saw notable increases in Microsoft, Qualcomm, and PepsiCo shares, while positions in Alphabet, Morgan Stanley, and others decreased or remained stable.

David Katz's Matrix Advisors Value Fund portfolio valued at $1.09 billion as of March 31, 2026, features significant increases in Microsoft and Pepsico, alongside decreases in Alphabet and JPMorgan.

A snapshot of David Katz's Matrix Advisors Value Fund portfolio as of March 31, 2026, highlighting top holdings and significant share changes including increases in Microsoft, Qualcomm, and PepsiCo, alongside decreases in Alphabet and Morgan Stanley.

David Katz's portfolio, valued at approximately $1.09 billion as of March 31, 2026, saw notable changes in major holdings, with increases in Microsoft, Qualcomm, and PepsiCo, alongside decreases in Alphabet and Morgan Stanley.

Matrix Advisors Value Fund's portfolio highlights include significant allocations to Microsoft, Alphabet, and financial institutions like PNC and JPMorgan.

Matrix Advisors Value Fund's portfolio analysis for Q1 2026 reveals significant buying in Microsoft and PNC Financial, alongside reduced stakes in JPMorgan and Morgan Stanley.

David Katz's Matrix Advisors Value Fund portfolio totaled $1.09 billion as of March 31, 2026. The portfolio features significant Technology holdings with mixed share changes across various sectors.

A snapshot of David Katz's Matrix Advisors Value Fund portfolio as of March 31, 2026, highlighting key holdings and observable share changes.

Analysis of David Katz's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.

Matrix Advisors Value Fund's David Katz held significant positions in Microsoft, Alphabet, and financial stocks like JPMorgan and PNC as of March 31, 2026.

David Katz's Matrix Advisors Value Fund shows strong concentration in Financial Services and Technology sectors as of March 31, 2026.

David Katz's portfolio, valued at approximately $1.09 billion as of March 31, 2026, displayed varied quarterly movements, with notable increases in Technology and Consumer Defensive stocks, decreases in Financial Services holdings, and stable positions in others.

A detailed look at David Katz's top holdings as of March 31, 2026, including significant allocations in Microsoft, EA Series Trust, and other key stocks.

Matrix Advisors Value Fund's portfolio analysis for Q1 2026 shows significant increases in Microsoft and Pepsico, alongside modest adjustments in Financial Services holdings.

David Katz's Matrix Advisors Value Fund portfolio totaled $1.09 billion as of March 31, 2026. The portfolio features significant Technology holdings, particularly Microsoft, with several Financial Services and Consumer Defensive stocks.

David Katz's Matrix Advisors Value Fund shows strong concentration in Financial Services and Technology sectors as of March 31, 2026.

A snapshot of David Katz's Matrix Advisors Value Fund portfolio as of March 31, 2026, highlighting significant changes in top holdings like Microsoft and Qualcomm.

David Katz's portfolio, valued at approximately $1.09 billion as of March 31, 2026, saw notable increases in Microsoft, Qualcomm, and PepsiCo shares, while positions in Alphabet, Morgan Stanley, and others decreased or remained stable.

David Katz's portfolio as of March 31, 2026, shows significant concentration in large-cap tech and financial stocks, including Microsoft, Apple, and JPMorgan.

Matrix Advisors Value Fund's David Katz held significant positions in major tech and financial companies as of March 31, 2026, with notable share changes across his portfolio.

Matrix Advisors Value Fund's portfolio analysis for Q1 2026 reveals significant buying in technology and financial services stocks, with notable changes in holdings like Microsoft, PNC Financial, and QCOM.

David Katz's Matrix Advisors Value Fund portfolio totaled $1.09 billion as of March 31, 2026. The portfolio features significant Technology holdings including Microsoft and Apple, alongside Financial Services diversification.

A snapshot of Robert Olstein's portfolio as of March 31, 2026, highlighting top holdings and significant changes in share positions.

Robert Olstein's portfolio, as of March 31, 2026, shows significant increases in AVTR and FIS, alongside notable decreases in DIS and IFF, reflecting quarterly adjustments across key sectors.

An analysis of Robert Olstein's top holdings as of March 31, 2026, highlighting significant stock positions and recent share changes.

Detailed breakdown of Robert Olstein's portfolio changes during the first quarter of 2026, highlighting significant stock purchases and sales.

Robert Olstein's portfolio totaled $452,097 as of March 31, 2026. This analysis covers key holdings and their changes.

Olstein Capital Management's portfolio, as of March 31, 2026, shows a strategic focus on Technology and Healthcare sectors with several holdings experiencing significant share changes.

Robert Olstein's portfolio saw significant share increases in AVTR, FIS, and NDAQ while experiencing decreases in DIS, ST, LKQ, IFF, and VNT during the first quarter of 2026.

Robert Olstein's portfolio, as of March 31, 2026, highlights significant positions in companies across sectors like Healthcare, Technology, and Communication Services.

Olstein Capital Management's portfolio analysis for Q1 2026 shows significant changes in holdings like AVANTOR and FIDELITY NATIONALS, alongside modest adjustments in others.

Olstein Capital Management's portfolio, as of March 31, 2026, is characterized by significant concentration in specific sectors and holdings.

Robert Olstein's portfolio as of March 31, 2026, includes significant changes in holdings like Avantor (AVTR) and Disney (DIS), with notable shifts in share counts.

Robert Olstein's portfolio, as of March 31, 2026, reflects substantial share increases in AVTR, FIS, and NDAQ, alongside decreases in DIS, ST, LKQ, IFF, and VNT.

Robert Olstein's portfolio, as of March 31, 2026, includes significant holdings in companies like Disney, Sensata Technologies, and Avantor Inc., reflecting a diversified approach across sectors.

Detailed analysis of Robert Olstein's portfolio changes during Q1 2026, highlighting significant stock purchases, sales, and sector movements.

Olstein Capital Management's portfolio, as of March 31, 2026, highlights significant allocations in specific sectors and notable changes in holdings.

Robert Olstein's portfolio totals $452k as of March 31, 2026, with significant changes in holdings like AVTR and FIS.

Robert Olstein's portfolio saw significant changes in the latest quarter, with notable increases in AVTR, FIS, and NDAQ, while positions in DIS, ST, LKQ, IFF, and VNT decreased.

An analysis of Robert Olstein's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.

Robert Olstein's portfolio as of March 31, 2026, features significant allocations in companies like Disney, Sensata Technologies, and Avantor Inc., with notable share changes observed across several holdings.

Robert Olstein's portfolio, valued at $452k as of March 31, 2026, shows significant changes in holdings across Technology, Healthcare, and Communication Services sectors.

Robert Olstein's portfolio valued at $452,097 as of March 31, 2026, shows a mix of stock increases and decreases in his top holdings.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio, as of March 31, 2026, is heavily concentrated in large-cap ETFs and Technology stocks.

A detailed snapshot of Ravenel Boykin Curry IV's top holdings as of March 31, 2026, highlighting significant changes in share positions and portfolio allocations.

Ravenel Boykin Curry IV's portfolio as of March 31, 2026, includes significant holdings in SCHD, SPY, QQQ, and individual stocks like AVGO and AAPL.

A detailed analysis of Ravenel Boykin Curry IV's top holdings as of March 31, 2026, highlighting key changes in share positions and portfolio allocations.

Ravenel Boykin Curry IV's portfolio as of March 31, 2026, highlights significant investments in SPY, AVGO, AAPL, and other key holdings with notable share changes.

Detailed analysis of Ravenel Boykin Curry IV's Eagle Capital Management portfolio changes as of March 31, 2026, highlighting key holdings and their performance.

A snapshot of Ravenel Boykin Curry IV's portfolio as of March 31, 2026, highlighting top holdings and observable changes in shares.

Ravenel Boykin Curry IV's portfolio saw significant share decreases in SCHD and VUSB while SPMO increased, reflecting quarterly adjustments.

An analysis of Ravenel Boykin Curry IV's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes.

Ravenel Boykin Curry IV's portfolio as of March 31, 2026, includes significant holdings in SCHD, SPY, QQQ, and AVGO, with a total portfolio value of $253,681.

Detailed analysis of holdings changes for Eagle Capital Management's Ravenel Boykin Curry IV portfolio as of March 31, 2026.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio totaled $253,681 as of March 31, 2026. This analysis details holdings and changes.

Ravenel Boykin Curry IV's portfolio at Eagle Capital Management, as of March 31, 2026, is heavily concentrated in large-cap ETFs and Technology stocks, with SCHWAB STRAT TR (SCHD) leading holdings.

Ravenel Boykin Curry's portfolio at Eagle Capital Management as of March 31, 2026, includes significant holdings in SCHD, SPY, and QQQ, with notable share changes in several positions.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio saw significant share reductions in VANGUARD BD INDEX FDS and SCHWAB STRATEGIC TR, while INVESCO EXCH TRADED FD TR II increased slightly.

Analysis of portfolio concentration for Eagle Capital Management investor Ravenel Boykin Curry IV as of March 31, 2026, highlighting key holdings and share changes.

Ravenel Boykin Curry, managing $253k at Eagle Capital Management, holds top positions in SCHD, SPY, QQQ, and more as of March 31, 2026, with allocations ranging from 11.24% to 3.12%.

Ravenel Boykin Curry IV's portfolio at Eagle Capital Management as of March 31, 2026, shows strategic adjustments in Technology and ETF holdings.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio valued at $253,681 as of March 31, 2026. Significant allocation to Technology sector.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio, as of March 31, 2026, is heavily concentrated in large-cap ETFs and Technology stocks.

Ravenel Boykin Curry's portfolio at Eagle Capital Management, valued at $253,681 as of March 31, 2026, includes significant holdings in SCHD, SPY, QQQ, VUSB, and AVGO, with observable changes in shares.

Eagle Capital Management's portfolio saw significant shifts in Q1 2026, with notable decreases in VANGUARD BD INDEX FDS and SCHWAB STRATEGIC TR, alongside modest gains in INVESCO EXCH TRADED FD TR II.

Ravenel Boykin Curry's Eagle Capital Management portfolio as of March 31, 2026, shows significant concentration in broad market ETFs and major tech companies.

Ravenel Boykin Curry IV's portfolio at Eagle Capital Management as of March 31, 2026, is dominated by strategic ETFs and tech giants like SCHD, SPY, and AVGO.

Ravenel Boykin Curry IV's portfolio at Eagle Capital Management, as of March 31, 2026, shows strategic adjustments in ETFs and tech stocks.

Ravenel Boykin Curry IV's Eagle Capital Management portfolio valued at $253,681 as of March 31, 2026. Significant Technology sector allocation with notable changes in ETF holdings.

Aquamarine Zurich AG's portfolio as of March 31, 2026, shows no top holdings listed, indicating a potentially diversified or inactive portfolio.

Aquamarine Zurich AG's portfolio value remained stable at CHF 135,303.00 as of March 31, 2026, with no significant changes in top holdings reported during the quarter.

Analysis of portfolio concentration for Aquamarine Zurich AG based on available data as of March 31, 2026.

Aquamarine Zurich AG's Q1 2026 filing shows a portfolio value of $135,303 with no disclosed purchases, sales, or changes in holdings.

Aquamarine Zurich AG's portfolio filing for March 2026 shows no holdings reported, indicating a static investment position.

Aquamarine Zurich AG's portfolio as of March 31, 2026, shows a total value of $135,303 with no top holdings reported. Explore the investor profile here.

Aquamarine Zurich AG's portfolio maintained its value of $135,303 as of March 31, 2026, with no significant changes reported in top holdings during the quarter.

As of March 31, 2026, Aquamarine Zurich AG's portfolio shows no holdings, indicating an empty investment position.

Aquamarine Zurich AG's portfolio valued at $135,303 as of March 31, 2026, currently shows no top holdings listed. Explore the latest data at [InsiderSet](https://www.insiderset.com/investor/-aquamarine-zurich).

Aquamarine Zurich AG's portfolio value stands at $135,303 as of March 31, 2026. This analysis reveals no disclosed changes to holdings during the quarter.

Aquamarine Zurich AG's portfolio value remained unchanged from the previous filing date of March 31, 2026, with no changes reported in holdings.

Aquamarine Zurich AG's portfolio valued at $135,303 as of March 31, 2026, shows no holdings according to available data.

Aquamarine Zurich AG's portfolio maintained a stable value of CHF 135,303.0 during the quarter, with no significant changes in top holdings.

Analysis of Aquamarine Zurich AG's portfolio concentration as of March 31, 2026, highlighting the lack of available top holdings data.

Aquamarine Zurich AG's portfolio valued at $135,303 as of March 31, 2026, currently shows no top holdings listed on Insiderset.

Aquamarine Zurich AG's Q1 2026 filing shows no changes to its disclosed holdings, with a portfolio value of $135,303.

Aquamarine Zurich AG's portfolio analysis for March 31, 2026, is hindered by insufficient data, preventing a comprehensive breakdown of holdings, sectors, or performance metrics.

Aquamarine Zurich AG's portfolio as of March 31, 2026, shows no holdings, indicating an empty portfolio position.

Aquamarine Zurich AG's portfolio maintained a total value of $135,303.0 as of March 31, 2026. The top holdings data is currently unavailable.

Analysis of Aquamarine Zurich AG's portfolio concentration as of March 31, 2026, highlighting the implications of an empty top holdings list.

Aquamarine Zurich AG's portfolio valued at $135,303 as of March 31, 2026, currently shows no top holdings listed. Explore the investment landscape.

Aquamarine Zurich AG's Q1 2026 filing shows a portfolio value of $135,303 with no disclosed purchases, sales, new positions, or exits during the quarter.

Aquamarine Zurich AG's portfolio value remained unchanged from the previous filing date, with no changes reported in holdings.

Aquamarine Zurich AG's portfolio analysis reveals a lack of detailed holdings data as of March 31, 2026, presenting challenges for comprehensive sector allocation and performance analysis.

Aquamarine Zurich AG's portfolio as of March 31, 2026, shows no top holdings listed, despite a total portfolio value of 135,303.0.

Aquamarine Zurich AG's portfolio maintained a stable value of CHF 135,303.00 during the quarter, with no significant changes in top holdings reported.

Analysis of portfolio concentration for Aquamarine Zurich AG as of March 31, 2026, highlighting holdings and changes.

Aquamarine Zurich AG's portfolio valued at $135,303 as of March 31, 2026, currently shows no top holdings listed on Insiderset.

Aquamarine Zurich AG's portfolio value stands at $135,303 as of March 31, 2026, with no disclosed purchases or sales for the quarter.

Aquamarine Zurich AG's portfolio totaled $135,303 as of March 31, 2026, with no holdings reported in this filing.

Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, displayed significant changes in top holdings, including increases in Berkshire Hathaway and decreases in several large-cap stocks.

An analysis of Jim Cullen's portfolio concentration as of March 31, 2026, highlighting the largest holdings and their allocation percentages.

Jim Cullen's investment portfolio as of March 31, 2026, features significant allocations in technology and financial services stocks, with notable share changes in several holdings.

Jim Cullen's Cullen Value Fund portfolio as of March 31, 2026, shows specific changes in holdings across various sectors, including adjustments to major positions like Apple, Berkshire Hathaway, and Microsoft.

Jim Cullen's Cullen Value Fund portfolio valued at $751 million as of March 31, 2026. Highlights include increases in Berkshire Hathaway Inc and Apple Inc, alongside decreases in several major holdings.

Jim Cullen's portfolio as of March 31, 2026, shows significant concentration in top holdings like Berkshire Hathaway and Apple, with notable share changes in several major positions.

Jim Cullen's Cullen Value Fund held significant positions in BRK-B, AAPL, WMT, GOOG, MSFT, JPM, NVDA, XOM, ETN, and AVGO as of March 31, 2026, with notable share changes across several holdings.

Jim Cullen's Cullen Value Fund, as of March 31, 2026, maintains a concentrated portfolio heavily weighted towards Financial Services and Technology sectors, with significant holdings in Berkshire Hathaway, Apple, and Microsoft.

Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, displayed significant changes in top holdings, with increases in BRK-B and decreases in WMT and ETN.

Jim Cullen's portfolio as of March 31, 2026, shows significant concentration in top holdings like Berkshire Hathaway and Apple, with notable changes in share counts.

Jim Cullen's Cullen Value Fund saw a slight increase in portfolio value during Q1 2026, with notable changes in holdings across Financial Services and Technology sectors.

A snapshot of Jim Cullen's Cullen Value Fund portfolio as of March 31, 2026, highlighting key holdings and their share changes.

Jim Cullen's portfolio, valued at approximately $751 million as of March 31, 2026, demonstrated a net positive change quarter-over-quarter, marked by significant share increases in Berkshire Hathaway Inc., Apple Inc., Alphabet Inc., Microsoft Corp., and NVIDIA Corp.