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[@John_K_Vincent](/creator/twitter/John_K_Vincent)
"Seth Klarman - Baupost Group Portfolio - Q2 2025 13F Report Q/Q Comparison @ $SNRE $FI $AMCR $PAGS $CLVT $SOLV $SGI $GOOG $WCC $CRH $FIS $DG $QSR $ELV $HLF $LBRDK $WTW $EXP $VSAT $GDS $LBTYK $FERG $ICLR $TBN"  
[X Link](https://x.com/John_K_Vincent/status/1957245739534283041) [@John_K_Vincent](/creator/x/John_K_Vincent) 2025-08-18T00:58Z XXX followers, XXX engagements


"Ole Andreas Halvorsen - Viking Global Investors Portfolio - Q2 2025 13F Report Q/Q Comparison @ $DIS $APD $PNC $XYZ $COF $JPM $MCD $AMZN $FTV $TMUS $BMRN $PM $CSX $ROST $BAC $SCHW $USB $TSM $BBIO $FLUT $APG $NVDA $V $CVNA $META $TIC $UNH $INTU $NFLX $CB $ICE $DASH $ALL $DB $AMT $CCL $COR $DHI $RRX $DNA $INBX $NAMS $ORIC $PEPG $PHVS $SAIA $SION $LAB $TRVI"  
[X Link](https://x.com/John_K_Vincent/status/1971158898976366942) [@John_K_Vincent](/creator/x/John_K_Vincent) 2025-09-25T10:24Z XXX followers, XXX engagements


"Prem Watsa - Fairfax Financial Holdings Portfolio - Q2 2025 13F Report Q/Q Comparison @ $FRFHF $FFXDF $EGFEY $OXY $KHC $HP $BB $TSM $ORLA $CVS $CLF $KW $ATS $TAP $UA $BNS $GM $JNJ $MRK $PFE"  
[X Link](https://x.com/John_K_Vincent/status/1965717351699218489) [@John_K_Vincent](/creator/x/John_K_Vincent) 2025-09-10T10:01Z XXX followers, XXX engagements


"Superinvestor Signals: SiriusXM (SIRI) - The Melting Ice Cube That Berkshire Keeps Buying @ $SIRI $BRK.A $BRK.B"  
[X Link](https://x.com/John_K_Vincent/status/1980306418705330459) [@John_K_Vincent](/creator/x/John_K_Vincent) 2025-10-20T16:13Z XXX followers, XXX engagements