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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Value Investors
Value investors · 2026Q1

Value-investor portfolios tracked.

Value-oriented managers known for concentrated holdings, price discipline, special situations, or long-running fundamental research processes.

Investors
16
Combined AUM
$685.05B
Latest filing
2026Q1
PopularBest PerformanceGrowth InvestorsValue InvestorsShort SellersLong-Term

Warren Buffett

Berkshire Hathaway
Portfolio
Performance
$274.16B
+13.6%
Latest quarter: 2025Q4
Last year
  • A
    APPLE INC
    AAPL
  • A
    AMERICAN EXPRESS CO
    AXP
  • B
    BK OF AMERICA CORP
    BAC
  • +More stocks
    39

Seth Klarman

Baupost Group
Portfolio
Performance
$5.28B
+19.7%
Latest quarter: 2025Q4
Last year
  • Q
    RESTAURANT BRANDS INTL INC
    QSR
  • A
    AMAZON COM INC
    AMZN
  • G
    WILLIS TOWERS WATSON PLC LTD
    —
  • +More stocks
    19

Li Lu

Himalaya Capital
Portfolio
Performance
$3.57B
+40.5%
Latest quarter: 2025Q4
Last year
  • G
    ALPHABET INC
    GOOG
  • G
    ALPHABET INC
    GOOGL
  • B
    BK OF AMERICA CORP
    BAC
  • +More stocks
    6

Dodge & Cox

 
Portfolio
Performance
$185.26B
+20.7%
Latest quarter: 2025Q4
Last year
  • S
    SCHWAB CHARLES CORP
    SCHW
  • G
    JOHNSON CTLS INTL PLC
    —
  • R
    RAYTHEON TECHNOLOGIES CORP
    RTX
  • +More stocks
    219

Bill Nygren

Harris / Oakmark
Portfolio
Performance
$78.81B
+17.7%
Latest quarter: 2025Q4
Last year
  • G
    ALPHABET INC
    GOOGL
  • C
    CAPITAL ONE FINL CORP
    COF
  • C
    SALESFORCE COM INC
    CRM
  • +More stocks
    164

Richard Pzena

Pzena Investment Mgmt
Portfolio
Performance
$30.80B
+15.7%
Latest quarter: 2026Q1
Last year
  • M
    MAGNA INTL INC
    MGA
  • C
    COGNIZANT TECHNOLOGY SOLUTIO
    CTSH
  • T
    TYSON FOODS INC
    TSN
  • +More stocks
    155

David Einhorn

DME / Greenlight
Portfolio
Performance
$2.85B
+11.9%
Latest quarter: 2025Q4
Last year
  • G
    GREEN BRICK PARTNERS INC
    GRBK
  • F
    FLUOR CORP NEW
    FLR
  • C
    CORE NATURAL RESOURCES INC
    CNR
  • +More stocks
    38

Howard Marks

Oaktree Capital
Portfolio
Performance
$6.17B
+40.2%
Latest quarter: 2025Q4
Last year
  • E
    CHESAPEAKE ENERGY CORP
    EXE
  • G
    TORM PLC
    —
  • G
    ANGLOGOLD ASHANTI PLC
    —
  • +More stocks
    163

Chuck Akre

Akre Capital
Portfolio
Performance
$9.12B
-2.9%
Latest quarter: 2025Q4
Last year
  • M
    MASTERCARD INCORPORATED
    MA
  • B
    BROOKFIELD CORP
    BN
  • K
    KKR & CO INC
    KKR
  • +More stocks
    15

Tweedy Browne

 
Portfolio
Performance
$1.24B
+32.3%
Latest quarter: 2025Q4
Last year
  • I
    IONIS PHARMACEUTICALS INC
    IONS
  • N
    CNH INDL N V
    —
  • K
    COCA-COLA FEMSA SAB DE CV
    KOF
  • +More stocks
    93

Donald Yacktman

Yacktman AM
Portfolio
Performance
$7.14B
+16.4%
Latest quarter: 2025Q4
Last year
  • C
    CANADIAN NAT RES LTD
    CNQ
  • M
    MICROSOFT CORP
    MSFT
  • S
    SCHWAB CHARLES CORP
    SCHW
  • +More stocks
    69

Charles Brandes

Brandes
Portfolio
Performance
$13.14B
+29.8%
Latest quarter: 2025Q4
Last year
  • C
    CAE INC
    CAE
  • E
    EMBRAER S.A.
    EMBJ
  • O
    OPEN TEXT CORP
    OTEX
  • +More stocks
    187

Bruce Berkowitz

Fairholme
Portfolio
Performance
$1.43B
+27.0%
Latest quarter: 2025Q4
Last year
  • J
    ST JOE CO
    JOE
  • E
    ENTERPRISE PRODS PARTNERS L
    EPD
  • O
    BANK OZK
    OZK
  • +More stocks
    12

First Eagle Investment Management

 
Portfolio
Performance
$56.82B
+37.9%
Latest quarter: 2025Q4
Last year
  • G
    ALPHABET INC
    GOOG
  • B
    BECTON DICKINSON & CO
    BDX
  • M
    META PLATFORMS INC
    META
  • +More stocks
    419

Tom Russo

Gardner Russo & Quinn
Portfolio
Performance
$9.26B
+26.4%
Latest quarter: 2025Q4
Last year
  • G
    ALPHABET INC
    GOOG
  • B
    BERKSHIRE HATHAWAY INC DEL
    BRK.A
  • M
    MASTERCARD INCORPORATED
    MA
  • +More stocks
    84

Guy Spier

Aquamarine Zurich
Portfolio
Performance
$135.3K
-63.4%
Latest quarter: 2026Q1
Last year
  • B
    BERKSHIRE HATHAWAY INC DEL
    BRK.B
  • B
    BERKSHIRE HATHAWAY INC DEL
    BRK.A
  • M
    MASTERCARD INCORPORATED
    MA
  • +More stocks
    4
Frequently asked questions
13F filings, super-investor portfolios, and how OpenStocks tracks smart money
What is a super investor?▸
A super investor is an institutional manager — typically a hedge fund, family office, or asset manager — whose long-horizon track record has made their portfolio worth following. OpenStocks tracks the holdings of the most-watched managers (Warren Buffett, Michael Burry, Bill Ackman, Stanley Druckenmiller and 100+ more) directly from their quarterly 13F filings.
How are super-investor portfolios sourced?▸
Every position you see comes from SEC Form 13F-HR — the quarterly disclosure that institutional investors managing $100M+ in U.S. equities are legally required to file within 45 days of each quarter end. We parse the raw EDGAR filings, normalise the CUSIP-to-ticker mapping, and back-fill historical positions so each portfolio reads as a continuous time series.
How often are super-investor holdings updated?▸
13F filings are released quarterly. We refresh each portfolio within minutes of a new filing hitting EDGAR, so the deadline-day surge (mid-February, mid-May, mid-August, mid-November) shows up live on this page.
Why do 13F filings only show long stock positions?▸
By design — Form 13F covers long positions in U.S.-listed equities, ADRs, and a handful of derivatives. Short positions, cash, foreign securities, fixed-income, and private investments are not disclosed, which is why a manager's 13F book can differ meaningfully from their full AUM.
What's the difference between holdings and trades on OpenStocks?▸
Holdings show the snapshot of a manager's portfolio at the most recent quarter end. Trades are the inferred quarter-over-quarter delta — what they bought, sold, opened or closed since the prior 13F. Both are derived from the same underlying filings.
Who are the most-followed super investors here?▸
Berkshire Hathaway (Warren Buffett), Scion Asset Management (Michael Burry), Pershing Square (Bill Ackman), Duquesne Family Office (Stanley Druckenmiller), Appaloosa (David Tepper), and Tiger Global typically draw the most traffic. The full list spans 100+ managers ranked by AUM and recent 1Y returns.