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Latest filing period, portfolio scale, and public materials.
3 firms
Lindsell Train
Nick Train
Lindsell Train, Nick Train's UK quality brands and data-asset framework
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$2.6B
Portfolio value
16
holdings
2026-06-30
Latest 13F
Eminence Capital
Ricky Sandler
Eminence Capital, Ricky Sandler's fundamental long/short equity
View profile
$0
Portfolio value
0
holdings
2026-06-30
Latest 13F
All firms
Browse by 13F recency, portfolio scale, and public materials
3 firms
13F / public materials / profile pages
| Firm | Strategy | Positions | Portfolio value | Content |
|---|---|---|---|---|
|
|
Concentrated value / legacy Munger watchlist | 4 holdings | $256.7M Portfolio | 3 |
Lindsell Train
Nick Train
|
UK quality compounders / brands | 16 holdings | $2.6B Portfolio | 1 |
Eminence Capital
Ricky Sandler
|
Fundamental long-short / active equities | 0 holdings | $0 Portfolio | 0 |