The Tip Desk

Manager portfolios

Manager directory
CENTRAL SECURITIES CORPCIK 0000018748June 30, 2026Aug. 10, 2026$1,340,783,987
GENERAL AMERICAN INVESTORS CO INCCIK 0000040417 · Early reportSept. 30, 2026Nov. 2, 2026$1,709,119,415
DODGE & COXCIK 0000200217June 30, 2026Aug. 13, 2026$191,008,088,994
FRONTIER CAPITAL MANAGEMENT CO LLCCIK 0000351173June 30, 2026Aug. 14, 2026$10,728,145,572
PRIMECAP MANAGEMENT CO/CA/CIK 0000763212June 30, 2026Aug. 14, 2026$169,112,441,771
WASATCH ADVISORS LPCIK 0000814133 · Early reportSept. 30, 2026Oct. 13, 2026$13,468,988,721
CRAWFORD INVESTMENT COUNSEL INCCIK 0000837592June 30, 2026Aug. 14, 2026$6,002,189,613
EDGEWOOD MANAGEMENT LLCCIK 0000860561June 30, 2026Aug. 13, 2026$9,694,506,515
GARDNER RUSSO & QUINN LLCCIK 0000860643June 30, 2026Aug. 13, 2026$8,925,889,600
WEITZ INVESTMENT MANAGEMENT, INC.CIK 0000883965June 30, 2026Aug. 12, 2026$1,444,222,377
NICHOLAS COMPANY, INC.CIK 0000903949 · Early reportSept. 30, 2026Nov. 5, 2026$5,453,923,511
YACKTMAN ASSET MANAGEMENT LPCIK 0000905567 · Early reportSept. 30, 2026Nov. 2, 2026$8,376,649,376
MARSHFIELD ASSOCIATESCIK 0000914976June 30, 2026Aug. 14, 2026$4,264,844,791
EAGLE CAPITAL MANAGEMENT LLCCIK 0000945631June 30, 2026Aug. 14, 2026$32,747,808,496
EVERETT HARRIS & CO /CA/CIK 0001009254 · Early reportSept. 30, 2026Oct. 28, 2026$8,456,747,475
SANDS CAPITAL MANAGEMENT, LLCCIK 0001020066June 30, 2026Aug. 13, 2026$26,928,187,141
POLEN CAPITAL MANAGEMENT LLCCIK 0001034524June 30, 2026Aug. 4, 2026$11,610,786,601
DAVIS SELECTED ADVISERSCIK 0001036325June 30, 2026Aug. 11, 2026$23,289,545,492
SNYDER CAPITAL MANAGEMENT L PCIK 0001050477June 30, 2026Aug. 13, 2026$5,788,149,315
BERKSHIRE HATHAWAY INCCIK 0001067983June 30, 2026Aug. 14, 2026$299,253,556,246
MAIRS & POWER INCCIK 0001070134June 30, 2026Aug. 14, 2026$10,899,987,528
JENSEN INVESTMENT MANAGEMENT INCCIK 0001106129June 30, 2026Aug. 7, 2026$4,125,081,649
AKRE CAPITAL MANAGEMENT LLCCIK 0001112520June 30, 2026Aug. 14, 2026$5,122,536,308
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCCIK 0001164833June 30, 2026Aug. 14, 2026$34,313,644,596
WESTFIELD CAPITAL MANAGEMENT CO LPCIK 0001177719June 30, 2026Aug. 12, 2026$30,614,527,190
DSM CAPITAL PARTNERS LLCCIK 0001214639June 30, 2026Aug. 3, 2026$5,838,436,459
Diamond Hill Capital Management, LLC (Investment Advisor)CIK 0001217541June 30, 2026Aug. 6, 2026$12,490,705,572
LONDON CO OF VIRGINIACIK 0001259887June 30, 2026Aug. 14, 2026$17,538,321,089
Stephens Investment Management Group LLCCIK 0001314440June 30, 2026July 29, 2026$9,328,513,591
Champlain Investment Partners, LLCCIK 0001315478June 30, 2026Aug. 12, 2026$3,891,848,985
SCHARF INVESTMENTS, LLCCIK 0001463746June 30, 2026July 13, 2026$3,027,414,440
Artisan Partners Limited PartnershipCIK 0001466153June 30, 2026Aug. 13, 2026$63,075,327,393
Duquesne Family Office LLCCIK 0001536411 · Source review requiredJune 30, 2026Aug. 14, 2026Withheld: Source values require review
Vulcan Value Partners, LLCCIK 0001556785June 30, 2026Aug. 10, 2026$3,285,170,410
Fundsmith LLPCIK 0001569205June 30, 2026Aug. 14, 2026$13,648,923,682
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCIK 0001644956June 30, 2026Aug. 12, 2026$33,254,908,063
Ruane, Cunniff & Goldfarb L.P.CIK 0001720792June 30, 2026Aug. 14, 2026$6,427,481,573

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About reported holdings

13F reports quarter-end securities, excluding cash and shorts. Position changes do not establish trades, motives or returns; portfolio weights use disclosed 13F value.