13F Dashboards: Update #6 (8/18/2023)
For generating new stock investment ideas.
Data is as of market close on 8/18/2023.
Free 13F Dashboards
The images below may take a moment to load.
How to Improve Image Quality
To improve the quality when zooming in on the images below:
If received via email:
Mobile: Works well to just zoom in
Otherwise click on the image to open it in a new tab.
If viewing on Substack:
Mobile: Click on the image to expand
Desktop: Right click + “open image in new tab”
Or download the PDF below for the best quality + more dashboards.
More Info
For more information about 13F Dashboards, see here.
Quick Note on Market Caps
I have noticed market price data may have a slight lag. I do have a way to use a different source, but then the ratios would not match.
Given I will be refreshing these dashboards often, this is likely not too much of a concern, especially since the point of these Dashboards is to look more for anomalies and generate ideas.
PDF with More 13F Dashboards:
Given the amount of data in the PDF, zooming in does not work as well in a browser, therefore:
Mobile: Best if opened in mobile Dropbox app (the Dropbox app is worth downloading…I love it on my iPad for these Dashboards)
Desktop: Best if PDF is downloaded
May take a minute to download, given the significant amount of data.
Updated 13Fs for Q2 2023
So far we have updated 13Fs for Q2 2023 from the following Superinvestors:
This update, Update #6 added:
Ruane, Cunniff & Goldfarb - Sequoia Fund Updated 18 Aug 2023
Christopher Bloomstran - Semper Augustus Updated 14 Aug 2023
Bill Ackman - Pershing Square Capital Management Updated 14 Aug 2023
Alex Roepers - Atlantic Investment Management Updated 14 Aug 2023
Clifford Sosin - CAS Investment Partners Updated 14 Aug 2023
Glenn Greenberg - Brave Warrior Advisors Updated 14 Aug 2023
David Abrams - Abrams Capital Management Updated 14 Aug 2023
Howard Marks - Oaktree Capital Management Updated 14 Aug 2023
Last update, Update #5 had:
William Von Mueffling - Cantillon Capital Management Updated 09 Aug 2023
Robert Olstein - Olstein Capital Management Updated 27 Jul 2023
Tweedy Browne Co. - Tweedy Browne Value Fund Updated 21 Jul 2023
Q1 2023 13Fs / holdings are used where Q2 2023 has not been provided yet.
Premium Dashboards
Free vs. Premium
Free 13F Dashboards do not have any filters.
Premium 13F Dashboards currently include 20 different filters, which adds 40 additional Dashboards (I spend most of my time using the Premium 13F Dashboards, since there are specific criteria / areas I am looking for).
Price for Premium
Current prices are substantially below where I will be soon increasing them to.
Finding a single idea over the course of a year is worth significantly more than where the current rates are temporarily set.
Prices will soon increase 50%, and more soon after.
I wanted to start lower to provide a benefit to those who upgrade early.
Therefore, upgrade today to lock in to today’s current rate. Your rate will not increase, even upon all future renewals (as long as you do not cancel and resubscribe).
Download Premium 13F Dashboards:
For those with access to Premium, you only need to download the Premium Dashboards. Content is the same, except Premium Dashboards are unlocked for you in the PDF below.