유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: BLDR, PAYX, SPGI, CTSH, BRK-B, ALK, BRK-A, OLN
이번 분기 판 종목: FIVE, SBUX, CMI, DINO, NEM, VLO, NXPI, EQNR
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.4% | $1억 |
| ALK | ALASKA AIR GROUP INC | 10.6% | $9,363만 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 10.2% | $8,986만 |
| DG | DOLLAR GEN CORP | 8.7% | $7,658만 |
| DECK | DECKERS OUTDOOR CORP | 7.5% | $6,654만 |
| DLTR | DOLLAR TREE INC | 7.2% | $6,412만 |
| BLDR | BUILDERS FIRSTSOURCE INC | 5.6% | $4,955만 |
| OLN | OLIN CORP | 4.8% | $4,269만 |
| NEM | NEWMONT CORP | 4.7% | $4,177만 |
| KGC | KINROSS GOLD CORP | 4.1% | $3,659만 |
| PAYX | PAYCHEX INC | 2.4% | $2,081만 |
| FIVE | FIVE BELOW INC | 2.1% | $1,900만 |
| SPGI | S&P GLOBAL INC | 2.1% | $1,873만 |
| DINO | HF SINCLAIR CORP | 2.0% | $1,756만 |
| DIS | DISNEY WALT CO | 1.8% | $1,546만 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 1.7% | $1,464만 |
| VLO | VALERO ENERGY CORP | 1.1% | $987만 |
| CMI | CUMMINS INC | 1.1% | $925만 |
| XOM | EXXON MOBIL CORP | 0.9% | $782만 |
| SKYD | PARAMOUNT SKYDANCE CORP | 0.7% | $640만 |