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  • 8/12/2019 SUperinvestors CIK

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    Large-Cap Value: Top 10 Superinvestors to Follow

    1. Bill Ackman, Pershing Square Capital Management, CIK 00013365282. Warren Buffett, Berkshire Hathaway, CIK 00010679833. Tom Gayner, Markel Corporation, CIK 00010963434. Tony Guerrerio and David Rolfe, Wedgewood Partners, CIK 0000859804

    5.

    Mason Hawkins, Southeastern Asset Management, CIK 00008079856. Sandy Nairn, Edinburgh Partners, CIK 0001313926 7. John Paulson, Paulson & Co., CIK 0001035674 8. Prem Watsa, Fairfax Financial Holdings, CIK 0000915191 9. Wally Weitz, Wallace R. Weitz & Company, CIK 000088396510. David Winters, Wintergreen Advisers, CIK 0001360079

    Mid-Cap Value: Top 10 Superinvestors to Follow

    1. Richard Breeden, Breeden Capital Management, CIK 00013762592. Charles de Vaulx, International Value Advisers, CIK 0001456417

    3.

    David Einhorn, Greenlight Capital, CIK 0001079114

    4. Eddie Lampert, ESL Investments, CIK 00008605855. Dan Loeb, Third Point, CIK 0001040273 6. Mick McGuire, Marcato Capital, CIK 0001541996 7. Mohnish Pabrai, Pabrai Investment Funds, CIK 00011733348. Larry Robbins, Glenview Capital Management, CIK 00011389959. Jeffrey Ubben, ValueAct Holdings, CIK 000141881410. Ed Wachenheim, Greenhaven Associates, CIK 0000846222

    Small-Cap Value: Top 10 Superinvestors to Follow

    1. Brian Bares, Bares Capital Management, CIK 00013408072. Ian Cumming and Joe Steinberg, Leucadia National, CIK 00000962233. Glenn Fuhrman and John Phelan, MSD Capital, CIK 00011054974. Jeffrey Gates, Gates Capital Management, CIK 00013129085. Rehan Jaffer and Usman Nabi, H Partners, CIK 00013644126. Paul OLeary, Raffles Associates, CIK 0001169581 7. Lisa Rapuano, Lane Five Capital Management, CIK 00014103528. Clifton Robbins, Blue Harbour Group, CIK 00013252569. Robert Robotti, Robotti & Company, CIK 000110583810. Meryl Witmer, Eagle Value Partners, CIK 0001469209

    Graham-Style Deep Value: Top 10 Superinvestors to Follow

    1. Zeke Ashton, Centaur Capital, CIK 00014530392. Bruce Berkowitz, Fairholme Capital Management, CIK 00010568313. Francis Chou, Chou Associates Management, CIK 00013894034. Mark Gallogly and Jeffrey Aronson, Centerbridge Partners, CIK00014848365. Carl Icahn, Icahn Capital, CIK 00014120936. Robert Jaffe, Force Capital Management, CIK 00013176017. Seth Klarman, Baupost Group, CIK 0001061768

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    8. Rich Pzena, Pzena Investment Management, 00010277969. Wilbur Ross, WL Ross, CIK 000112845210. David Tepper, Appaloosa Management, CIK 0001006438

    Buffett/Greenblatt-Style Quality Value: Top 10 Superinvestors to Follow

    1. Chuck Akre, Akre Capital Management, CIK 00011125202. Jonathan Auerbach, Hound Partners, CIK 00013533163. James Crichton, Scout Capital Management, CIK 00011344064. Boykin Curry, Eagle Capital Management, CIK 00009456315. Hassan Elmasry, Independent Franchise Partners, CIK 00014838666. Alan Fournier, Pennant Capital Management, CIK 00011686647. Glenn Greenberg, Brave Warrior Capital, 00007899208. John Griffin, Blue Ridge Capital, CIK 00010562589. Allan Mecham, Arlington Value Management, CIK 000156882010. Alexander Roepers, Atlantic Investment Management, CIK 0001063296

    Highly Concentrated Portfolios: Top 10 Superinvestors to Follow1. Ian Cumming and Joe Steinberg, Leucadia National, CIK 00000962232. Ed Gilhuly and Scott Stuart, Sageview Capital, CIK 00013895633. Glenn Greenberg, Brave Warrior Capital, 00007899204. Chris Hohn, The Childrens Investment Fund, CIK 0001362598 5. Robert Karr, Joho Capital, CIK 00011065006. Paul Orfalea and Lance Helfert, West Coast Asset Management, CIK 00012765377. Mark Rachesky, MHR Fund Management, CIK 00012777428. Wilbur Ross, WL Ross, CIK 00011284529. Toby Symonds, Altai Capital Management, CIK 000147898210. Steve Tananbaum, GoldenTree Asset Management, CIK 0001278951

    A Few Industry Specialists Worth Following . Energy: Boone Pickens, BP Capital, CIK 0001218269. Financials: Tom Brown, Second Curve Capital, CIK 0001136704. Pharma: Will Edwards, Palo Alto Investors, CIK 0001306923. Technology: Charles Coleman, Tiger Global, CIK 0001167483

    A Few Hard-to-Follow Superinvestors The following list includes tips on how to track selected investors who do not file forms13F-HR with the SEC.

    . Guy Spier, Aquamarine Capital. Request access to the Aqua- marine website andinvestor letters at aquamarinefund.com.

    . Daniel Gladi, Vlta va Fund. Read quarterly letters at vltavafund.com. Ourinterview with Gladi is available at http://youtube/ fO8MNy -kwSI.

    . John Lewis, Osmium Partners. Search for CIK 0001316729 at sec.gov.

    . Lloyd Miller III. Miller is one of the most astute private investors in cash-ladenmicro-cap equities. Search for CIK 0000949119 at sec.gov.

    . Stephen Clearman and Tushar Shah, Kinderhook Partners. Kinderhook runs aconcentrated portfolio of small- and micro- cap companies that might be regardedas compounding machines. Search for CIK 0001220338 at sec.gov.