14 hedge funds and family offices disclose a BEN position in their latest SEC 13F filing — combined $193.9M in market value. Of those, 5 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | David Abrams | Abrams Capital Management, L.P. | 8,203,848 | $166.9M | 5.28% | 2020-09-30 |
| 2 | Prem Watsa | Fairfax Financial Holdings Ltd | 1,000,000 | $22.4M | 1.89% | 2024-06-30 |
| 3 | George Soros | Soros Fund Management LLC | 77,531 | $2.0M | 0.07% | 2019-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 71,031 | $1.7M | 0.01% | 2025-12-31 |
| 5 | Mairs & Power | Mairs & Power Inc | 10,000 | $419K | 0.04% | 2002-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 8,127 | $228K | 0.00% | 2024-03-31 |
| 7 | Viking Global | Viking Global Investors LP | 889,000 | $94K | 1.07% | 2009-12-31 |
| 8 | Mason Hawkins | Southeastern Asset Management, Inc. | 1,566,007 | $50K | 0.56% | 2018-06-30 |
| 9 | Thomas Russo | Gardner Russo & Quinn LLC | 775 | $34K | 0.00% | 2017-12-31 |
| 10 | Torray Funds | Torray Investment Partners LLC | 346,515 | $20K | 2.03% | 2014-06-30 |
| 11 | Harry Burn | Sound Shore Management Inc /CT/ | 75,000 | $3K | 0.08% | 2000-03-31 |
| 12 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 31,100 | $1K | 0.18% | 2001-12-31 |
| 13 | Olstein Capital Management | Olstein Capital Management LP | 15,000 | $390 | 0.06% | 2019-12-31 |
| 14 | Christopher Davis | Davis Selected Advisers, LP | 7,000 | $258 | 0.00% | 2015-12-31 |
As of the latest 13F window, 14 tracked superinvestors hold BEN. The largest disclosed position is David Abrams at $166.9M (5.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying BEN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
