Tom Gayner’s Q4 2025 portfolio reflects a masterclass in long-term capital allocation, with total holdings valued at $12.54B across 128 positions. Berkshire Hathaway remains the cornerstone at 12.84%, followed by a significant 8.31% stake in Alphabet. The portfolio is well-diversified into industrial and financial giants like Brookfield (4.78%), Amazon (3.74%), and Deere & Company (3.26%). This strategy emphasizes high-conviction "compounding engines" that balance steady growth with tech dominance.
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