13F × valuation · most held

Stocks

Valuation as of 2026-08-27

148 stocks held by 5+ managers, ordered by where price sits against a conservative value band — cheapest first. Those in the strike zone with high consensus rise to the top. Observational, not advice.

#	Security	Position	Margin of safety	Value band / sh	Price	Holders
1	Adobe IncADBE	Below valueimplies modest	−21%	$165–$470	$2732026-08-26	13
2	Accenture Plc-Cl AACN	Below valueimplies modest	−15%	$127–$316	$1812026-08-26	10
3	Interactive Brokers Gro-Cl AIBKR	Below valueimplies modest	−23%	$72–$156	$972026-08-26	10
4	Intuit IncINTU	Below valueimplies modest	−33%	$119–$666	$3462026-08-26	10
5	Chubb LtdCB	Below valueimplies modest	−9%	$229–$465	$3442026-08-26	9
6	Fiserv IncFISV	Below valueimplies modest	−20%	$14–$176	$522026-08-26	9
7	Charter Communications Inc-ACHTR	Strike zoneimplies modest	−50%	$275–$643	$1542026-08-26	9
8	Bristol-Myers Squibb CoBMY	Below valueimplies modest	−5%	$56–$85	$682026-08-26	9
9	Paypal Holdings IncPYPL	Below valueimplies modest	−8%	$47–$111	$622026-08-26	9
10	Zoetis IncZTS	Below valueimplies modest	−11%	$55–$107	$782026-08-26	8
11	Everest Group LtdEG	Strike zoneimplies modest	−45%	$398–$856	$3802026-08-26	7
12	Liberty Broadband-CLBRDK	Strike zoneimplies modest	−53%	$60–$92	$362026-08-21	7
13	Copart IncCPRT	Below valueimplies modest	−12%	$15–$47	$332026-08-26	7
14	Microsoft CorpMSFT	Within bandimplies fair	—	$130–$546	$4962026-08-26	43
15	Alphabet Inc-Cl AGOOGL	Within bandimplies fair	—	$57–$426	$3422026-08-26	41
16	Alphabet Inc-Cl CGOOG	Within bandimplies fair	—	$57–$426	$3392026-08-26	37
17	Meta Platforms Inc-Class AMETA	Within bandimplies modest	—	$200–$683	$5762026-08-26	35
18	Berkshire Hathaway Inc-Cl BBRK.B	Within bandimplies demanding	—	$458–$534	$5052026-08-26	27
19	Comcast Corp-Class ACMCSA	Below value· unconf.implies modest	−19%	$26–$39	$272026-08-26	17
20	Berkshire Hathaway Inc-Cl ABRK.A	Within bandimplies demanding	—	$687,336–$801,511	$756,9282026-08-26	17
21	Chevron CorpCVX	Within bandimplies modest	—	$111–$224	$2002026-08-26	13
22	Progressive CorpPGR	Within bandimplies modest	—	$109–$238	$2232026-08-26	10
23	Te Connectivity PlcTEL	Within bandimplies demanding	—	$96–$291	$2052026-08-26	9
24	Crocs IncCROX	Within bandimplies modest	—	$108–$236	$1242026-08-26	9
25	Zimmer Biomet Holdings IncZBH	Within bandimplies demanding	—	$32–$101	$1012026-08-26	8
26	Pnc Financial Services GroupPNC	Within bandimplies modest	—	$152–$276	$2452026-08-26	8
27	Travelers Cos Inc/TheTRV	Within bandimplies modest	—	$220–$421	$3712026-08-26	8
28	Crh PlcCRH	Within bandimplies demanding	—	$30–$156	$972026-08-26	7
29	Airbnb Inc-Class AABNB	Within bandimplies modest	—	$39–$218	$1882026-08-26	6
30	Ally Financial IncALLY	Below value· unconf.implies modest	−4%	$49–$52	$432026-08-26	6
31	Cognizant Tech Solutions-ACTSH	Within bandimplies modest	—	$49–$105	$622026-08-26	6
32	Markel Group IncMKL	Within bandimplies modest	—	$1,168–$2,080	$1,8162026-08-26	6
33	Synchrony FinancialSYF	Below value· unconf.	−5%	$80–$98	$802026-08-26	6
34	Pvh CorpPVH	Within bandimplies demanding	—	$58–$128	$792026-08-26	6
35	Amazon.Com IncAMZN	Above valueimplies demanding	—	$48–$101	$2602026-08-26	39
36	Visa Inc-Class A SharesV	Above valueimplies fair	—	$96–$381	$3842026-08-26	32
37	Apple IncAAPL	Above valueimplies demanding	—	$76–$167	$3132026-08-26	28
38	Walt Disney Co/TheDIS	Above valueimplies demanding	—	$18–$52	$1102026-08-26	22
39	Mastercard Inc - AMA	Above valueimplies demanding	—	$150–$301	$5982026-08-26	21
40	Moody's CorpMCO	Above valueimplies demanding	—	$117–$311	$5152026-08-26	20
41	Bank Of America CorpBAC	Above valueimplies demanding	—	$37–$50	$622026-08-26	19
42	Capital One Financial CorpCOF	Above valueimplies demanding	—	$109	$2172026-08-26	19
43	Unitedhealth Group IncUNH	Above valueimplies demanding	—	$148–$197	$4012026-08-26	19
44	Wells Fargo & CoWFC	Above value	—	$53–$65	$852026-08-26	19
45	Nvidia CorpNVDA	Above valueimplies modest	—	$37–$158	$2102026-08-26	18
46	Jpmorgan Chase & CoJPM	Above valueimplies modest	—	$178–$331	$3572026-08-26	18
47	American Express CoAXP	Above valueimplies fair	—	$137–$289	$3362026-08-26	16
48	Uber Technologies IncUBER	Above valueimplies modest	—	$18–$32	$782026-08-26	15
49	Oracle CorpORCL	Above valueimplies demanding	—	$20–$57	$1492026-08-26	15
50	Cvs Health CorpCVS	Above valueimplies demanding	—	$20–$45	$942026-08-26	14
51	Thermo Fisher Scientific IncTMO	Above valueimplies demanding	—	$81–$176	$6342026-08-26	14
52	Applied Materials IncAMAT	Above valueimplies demanding	—	$89–$263	$4802026-08-26	14
53	Johnson & JohnsonJNJ	Above valueimplies demanding	—	$94–$115	$2702026-08-26	14
54	Elevance Health IncELV	Above valueimplies modest	—	$125–$303	$4032026-08-26	13
55	Broadcom IncAVGO	Above valueimplies demanding	—	$33–$178	$3562026-08-26	13
56	Citigroup IncC	Above valueimplies demanding	—	$101	$1342026-08-26	13
57	Texas Instruments IncTXN	Above valueimplies demanding	—	$61–$77	$2622026-08-26	13
58	Danaher CorpDHR	Above value	—	$31–$70	$2152026-08-26	13
59	Pepsico IncPEP	Above valueimplies demanding	—	$44–$137	$1422026-08-26	13
60	Schwab (Charles) CorpSCHW	Above valueimplies demanding	—	$39–$85	$1092026-08-26	12

1Adobe IncADBE
PositionBelow valueimplies modestMargin−21%Price$2732026-08-26
2Accenture Plc-Cl AACN
PositionBelow valueimplies modestMargin−15%Price$1812026-08-26
3Interactive Brokers Gro-Cl AIBKR
PositionBelow valueimplies modestMargin−23%Price$972026-08-26
4Intuit IncINTU
PositionBelow valueimplies modestMargin−33%Price$3462026-08-26
5Chubb LtdCB
PositionBelow valueimplies modestMargin−9%Price$3442026-08-26
6Fiserv IncFISV
PositionBelow valueimplies modestMargin−20%Price$522026-08-26
7Charter Communications Inc-ACHTR
PositionStrike zoneimplies modestMargin−50%Price$1542026-08-26
8Bristol-Myers Squibb CoBMY
PositionBelow valueimplies modestMargin−5%Price$682026-08-26
9Paypal Holdings IncPYPL
PositionBelow valueimplies modestMargin−8%Price$622026-08-26
10Zoetis IncZTS
PositionBelow valueimplies modestMargin−11%Price$782026-08-26
11Everest Group LtdEG
PositionStrike zoneimplies modestMargin−45%Price$3802026-08-26
12Liberty Broadband-CLBRDK
PositionStrike zoneimplies modestMargin−53%Price$362026-08-21
13Copart IncCPRT
PositionBelow valueimplies modestMargin−12%Price$332026-08-26
14Microsoft CorpMSFT
PositionWithin bandimplies fairMargin—Price$4962026-08-26
15Alphabet Inc-Cl AGOOGL
PositionWithin bandimplies fairMargin—Price$3422026-08-26
16Alphabet Inc-Cl CGOOG
PositionWithin bandimplies fairMargin—Price$3392026-08-26
17Meta Platforms Inc-Class AMETA
PositionWithin bandimplies modestMargin—Price$5762026-08-26
18Berkshire Hathaway Inc-Cl BBRK.B
PositionWithin bandimplies demandingMargin—Price$5052026-08-26
19Comcast Corp-Class ACMCSA
PositionBelow value· unconf.implies modestMargin−19%Price$272026-08-26
20Berkshire Hathaway Inc-Cl ABRK.A
PositionWithin bandimplies demandingMargin—Price$756,9282026-08-26
21Chevron CorpCVX
PositionWithin bandimplies modestMargin—Price$2002026-08-26
22Progressive CorpPGR
PositionWithin bandimplies modestMargin—Price$2232026-08-26
23Te Connectivity PlcTEL
PositionWithin bandimplies demandingMargin—Price$2052026-08-26
24Crocs IncCROX
PositionWithin bandimplies modestMargin—Price$1242026-08-26
25Zimmer Biomet Holdings IncZBH
PositionWithin bandimplies demandingMargin—Price$1012026-08-26
26Pnc Financial Services GroupPNC
PositionWithin bandimplies modestMargin—Price$2452026-08-26
27Travelers Cos Inc/TheTRV
PositionWithin bandimplies modestMargin—Price$3712026-08-26
28Crh PlcCRH
PositionWithin bandimplies demandingMargin—Price$972026-08-26
29Airbnb Inc-Class AABNB
PositionWithin bandimplies modestMargin—Price$1882026-08-26
30Ally Financial IncALLY
PositionBelow value· unconf.implies modestMargin−4%Price$432026-08-26
31Cognizant Tech Solutions-ACTSH
PositionWithin bandimplies modestMargin—Price$622026-08-26
32Markel Group IncMKL
PositionWithin bandimplies modestMargin—Price$1,8162026-08-26
33Synchrony FinancialSYF
PositionBelow value· unconf.Margin−5%Price$802026-08-26
34Pvh CorpPVH
PositionWithin bandimplies demandingMargin—Price$792026-08-26
35Amazon.Com IncAMZN
PositionAbove valueimplies demandingMargin—Price$2602026-08-26
36Visa Inc-Class A SharesV
PositionAbove valueimplies fairMargin—Price$3842026-08-26
37Apple IncAAPL
PositionAbove valueimplies demandingMargin—Price$3132026-08-26
38Walt Disney Co/TheDIS
PositionAbove valueimplies demandingMargin—Price$1102026-08-26
39Mastercard Inc - AMA
PositionAbove valueimplies demandingMargin—Price$5982026-08-26
40Moody's CorpMCO
PositionAbove valueimplies demandingMargin—Price$5152026-08-26
41Bank Of America CorpBAC
PositionAbove valueimplies demandingMargin—Price$622026-08-26
42Capital One Financial CorpCOF
PositionAbove valueimplies demandingMargin—Price$2172026-08-26
43Unitedhealth Group IncUNH
PositionAbove valueimplies demandingMargin—Price$4012026-08-26
44Wells Fargo & CoWFC
PositionAbove valueMargin—Price$852026-08-26
45Nvidia CorpNVDA
PositionAbove valueimplies modestMargin—Price$2102026-08-26
46Jpmorgan Chase & CoJPM
PositionAbove valueimplies modestMargin—Price$3572026-08-26
47American Express CoAXP
PositionAbove valueimplies fairMargin—Price$3362026-08-26
48Uber Technologies IncUBER
PositionAbove valueimplies modestMargin—Price$782026-08-26
49Oracle CorpORCL
PositionAbove valueimplies demandingMargin—Price$1492026-08-26
50Cvs Health CorpCVS
PositionAbove valueimplies demandingMargin—Price$942026-08-26
51Thermo Fisher Scientific IncTMO
PositionAbove valueimplies demandingMargin—Price$6342026-08-26
52Applied Materials IncAMAT
PositionAbove valueimplies demandingMargin—Price$4802026-08-26
53Johnson & JohnsonJNJ
PositionAbove valueimplies demandingMargin—Price$2702026-08-26
54Elevance Health IncELV
PositionAbove valueimplies modestMargin—Price$4032026-08-26
55Broadcom IncAVGO
PositionAbove valueimplies demandingMargin—Price$3562026-08-26
56Citigroup IncC
PositionAbove valueimplies demandingMargin—Price$1342026-08-26
57Texas Instruments IncTXN
PositionAbove valueimplies demandingMargin—Price$2622026-08-26
58Danaher CorpDHR
PositionAbove valueMargin—Price$2152026-08-26
59Pepsico IncPEP
PositionAbove valueimplies demandingMargin—Price$1422026-08-26
60Schwab (Charles) CorpSCHW
PositionAbove valueimplies demandingMargin—Price$1092026-08-26

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Valuation as of 2026-08-27 · method: conservative Greenwald value band + Owner-Earnings DCF. Margin of safety is the distance from the conservative value band, not a quality or timing judgment. For reference only, not investment advice.