Valor Intrínseco

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

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)

Akre Capital Management (Chuck Akre)

Arlington Value Capital (Allan Mecham)

Van Den Berg Management (Arnold Van Den Berg)

Trian Fund Management (Nelson Peltz)

Scion Asset Management (Michael Burry)

Greenlea Lane Capital Management (Josh Tarasoff)

Miller Value Partners (Bill Miller)

Abraços!