Valor Intrínseco

13-F Holdings do 3T19 (Carteiras Gestores Estrangeiros)

Aí vai nossa seleção de 13-Fs com as carteiras de alguns dos principais gestores estrangeiros.

Berkshire Hathaway 

Baupost Group (Seth Klarman) 

Abrams Capital (David Abrams) 

Gotham Asset Management (Joel Greenblatt) 

Tweedy, Browne Company 

Daily Journal (Charlie Munger) 

Greenlight Capital (David Einhorn) 

Carl C Icahn 

Pershing Square (Bill Ackman) 

ValueAct (Jeffrey Ubben) 

Starboard Value (Jeff Smith) 

Soros Fund Management (George Soros) 

Paulson & Co (John Paulson) 

Southeastern Asset Management 

Markel Corp (Thomas Gayner) 

Loews Corp (James Tisch) 

Michael F Price 

First Manhattan Company 

First Eagle Investment Management 

3G Capital Partners

Leon Cooperman 

Bridgewater Associates (Ray Dalio) 

Duquesne Family Office (Stanley Druckemiller) 

Fairfax Financial Holdings (Prem Watsa) 

Dalal Street LLC (Mohnish Prabai) 

Lone Pine Capital (Stephen Mandel)

SQ Advisors (Lou Simpson) 

Akre Capital Management (Chuck Akre) 

Arlington Value Capital (Allan Mecham) 

Van Den Berg Management (Arnold Van Den Berg)

International Value Advisers (Charles de Vaulx)

Abraços!