Below are the holdings over time of a long-time value investor that generally runs a concentrated book (between 10 and 20 positions) and holds only equities (so 13F information is very valuable). Also, this is a name that is not very well known (most of his clients are endowments).
The colors designate holdings that were in the top 1, top 5 or top 10 for that quarter:
A filer like this is very conducive to 13F cloning so we ask, what would an equal-weighted portfolio of this filer’s top 5 securities (purchased 1 week after the release of the 13F) look like over time?:
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