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 Related episode: Chuck Akre Said This About How to…