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concentrated portfolio

3 articles
The Motley FoolThe Motley Fool··Adam Levy

Ackman's $14B Portfolio Heavily Concentrated in 3 Mega-Cap Bets

Bill Ackman's hedge fund has 48% of its $14B stock portfolio invested in just three companies: Brookfield, Uber, and Alphabet, betting on growth and AI.
GOOGGOOGLUBERBNBNH+1IPOvalue investing
The Motley FoolThe Motley Fool··Adam Levy

Gates Foundation Concentrates $38B Portfolio in Three 'Moat' Stocks, Shuns Tech

Gates Foundation invests 60% of $38B portfolio in Berkshire Hathaway, Waste Management, and Canadian National Railway—reflecting Buffett's value investing philosophy and eschewing technology.
BRK.ABRK.BWMCNIvalue investingBerkshire Hathaway
The Motley FoolThe Motley Fool··John Ballard

140 Summer Partners Doubles Down on Acuity Brands Despite Underperformance

Investment fund 140 Summer Partners significantly increases Acuity Brands stake to 225,860 shares worth $81.3M, betting on strong fundamentals despite stock lagging market.
COFCOFpICOFpJCOFpKCOFpL+7stock underperformanceQ4 2025 filing