Guru Portfolios Q3 2023: Pabrai, Akre, Klarman, Gayner

The John Johnston Lounge · Nov 15, 2023 · 24m

Here's a look at the stock portfolio updates of four guru or superinvestors from Q3 2023. The investors are Mohnish Pabrai, Chuck Akre, Seth Klarman, and Thomas Gayner. See below timestamps:

00:00 Super investor portfolios - Fish where the fish are

00:52 Mohnish Pabrai - Pabrai Investments portfolio

03:58 Arch Resources (ARCH)

07:00 Chuck Akre - Akre Capital Management portfolio

12:57 Seth Klarman - Baupost Group portfolio

15:19 Tower Semiconductor Ltd (TSEM)

17:33 Clarivate PLC (CLVT)

18:50 Thomas Gayner - Markel Asset Management portfolio

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