PortfolioCasts | Investor Portfolio Podcasts

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of David Einhorn and Greenlight Capital.

Greenlight follows a disciplined, research-driven approach, often incorporating cyclical exposure, special situations, and hedging strategies.

Holdings covered include:
GRBK, FLR, CNR, PCG, GLD, GDX, DHT, TEVA, HPQ, CNH, PENN, CNC, CPRI, VSCO, ROIV, CI, SDRL, KWEB, OIH, PTON, and more.

This episode covers:• Fundamental value investing• Portfolio hedging and risk management• Cyclical & commodity exposure

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Daniel Loeb and Third Point.

Third Point blends long-term compounders with event-driven opportunities, often investing around corporate actions, restructurings, and strategic shifts.

Holdings covered include:AMZN, MSFT, NVDA, META, TSM, PCG, BN, COF, FLUT, VST, RKT, UNP, NSC, DHR, KVUE, CRH, CSGP, APO, HTZ warrants, and more.

This episode covers:• Event-driven portfolio construction• Activist & catalyst-based investing• Balancing conviction with flexibility

⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Bill Miller and Miller Value Partners.

Miller is known for his bold, contrarian bets and long-term approach to investing across multiple market cycles.

Holdings covered include:UPS, VZ, MSTR, BMY, STLA, LYB, WAL, CALM, UGI, JXN, ARLP, UNFI, CHRD, CG, TTE, FTI, BCC, OMF, and more.

This episode covers:• Deep-value and contrarian strategies• Portfolio diversification across sectors• Risk, volatility, and conviction investing

⚠️ Disclaimer:This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of the Bill & Melinda Gates Foundation Trust.

The foundation follows an endowment-style approach, emphasizing long-term ownership of resilient businesses across infrastructure, consumer, healthcare, and industrial sectors.

Holdings covered include:
BRK.B, MSFT, WM, CNI, CAT, DE, ECL, WMT, FDX, KOF, WCN, CPNG, SDGR, DHR, PCAR, MCD, KHC, HRL, ONON, VLTO, and more.

This episode covers:
• Long-term and mission-aligned investing• Quality-focused portfolio construction• Sector diversification & capital preservation

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of iconic activist investor Carl Icahn and Icahn Capital Management.

Icahn is known for taking concentrated stakes and pushing for strategic, operational, and governance changes to unlock shareholder value.

Holdings covered include:
IEP, CVI, UAN, IFF, BHC, CTRI, JBLU, AEP, CZR, BLCO, MNRO, SWX, SD, and more.

This episode covers:• Activist investing fundamentals• Concentrated ownership strategies• Turnaround & special situation plays

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public disclosures and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of ValueAct Capital, led by Mason Morfit and Rob Hale.

ValueAct follows an activist, research-intensive strategy focused on long-term value creation through engagement with management teams.

Holdings covered include:
AMZN, CRM, META, V, DIS, RBLX, MDB, LYV, TOST, CBRE, RKT, NSIT, SSD, LLYVA, LLYVK, COOP (legacy), and more.

This episode covers:
• Activist investing fundamentals• Concentrated portfolio strategy• How ValueAct drives operational improvement

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio information is sourced from public filings and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we break down the portfolio of Stephen Mandel, founder of Lone Pine Capital.

Lone Pine follows a concentrated, research-driven approach focused on high-quality growth businesses.

Holdings covered include:
META, AMZN, MSFT, TSM, UNH, INTU, CRM, BKNG, KKR, COF, SBUX, PM, ASML, EQT, APP, CVNA, LPLA, FLUT, BN, TLN, and more.

This episode explores:• High-conviction portfolio construction• Growth-oriented sector allocation• How Lone Pine identifies long-term winners

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is based on public disclosures and may be approximate. Always do your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of legendary investor David Tepper, founder of Appaloosa Management.

Tepper is known for his aggressive macro views and ability to pivot across asset classes, sectors, and geographies.

Holdings covered include:
BABA, AMZN, META, NVDA, MSFT, GOOG, UNH, UBER, TSM, INTC, ASML, QCOM, MU, FXI, KWEB, JD, PDD, NRG, VST, ET, RTX, DAL, UAL, ORCL, and more.

This episode covers:• Macro & geopolitical exposure• Tech, energy, and cyclical bets• How Appaloosa positions for market shifts

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is sourced from public filings and may be approximate. Always conduct your own research before investing.

In this episode of PortfolioCasts | Investor Portfolio Podcasts, we analyze the portfolio of Chase Coleman, founder of Tiger Global Management.

Known for its high-growth and tech-heavy strategy, Tiger Global’s portfolio features a mix of established giants and emerging innovators.

Holdings covered include:
MSFT, NVDA, AMZN, META, GOOGL, SE, RDDT, TSM, UBER, DASH, NFLX, WDAY, AVGO, SPOT, NOW, MDB, ZS, CPNG, GRAB, JD, and more.

This episode breaks down:• Tiger Global’s core investment themes• Technology and platform dominance• How growth-focused funds position for long-term returns

⚠️ Disclaimer:
This content is for educational purposes only and should not be considered financial advice. Portfolio data is based on public filings and may be approximate. Always conduct your own research before investing.

Terry Smith is known for a simple but disciplined approach: buy high-quality businesses and hold them for the long term.

In this episode of PortfolioCasts, we break down the Fundsmith portfolio and discuss holdings across technology, healthcare, consumer, and industrial sectors — including Microsoft, Visa, Meta, Stryker, and IDEXX.

We explore how Smith thinks about business quality, capital efficiency, and long-term compounding — and what investors can learn from Fundsmith’s portfolio construction.

Educational purposes only. Not financial advice. Any figures discussed are approximate.

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