What The World's Best Investors Are Buying & Selling NOW (Q3 2025 13F Analysis)

I this video, for the first time I am analyzing the brand new Q3 2025 13F filings to see exactly what superinvestors like Warren Buffett, Chuck Akre, Seth Klarman, and Li Lu are buying and selling. We uncover some of the biggest moves of the year, including Warren Buffett's shocking new multi-billion dollar bet on Alphabet (Google) and his massive trim of Apple stock. We'll explore the key themes of the quarter, from the "Great Tech Rotation" to aggressive new bets on "boring" industrial and consumer businesses. This isn't just a data dump; it's a chance to look over the shoulders of the masters and learn from their high-conviction moves. If you're a value investor, this is the Q3 2025 breakdown you don't want to miss. 📈 *Investors Covered in This Analysis:* • Warren Buffett - Berkshire Hathaway • Chuck Akre - Akre Capital Management • Terry Smith - Fundsmith • Pat Dorsey - Dorsey Asset Management • Dev Kantesaria - Valley Forge Capital • Mark Massey - AltaRock Partners • Seth Klarman - The Baupost Group • Li Lu - Himalaya Capital • Norbert Lou - Punch Card Management • Josh Tarasoff - Greenlea Lane Capital • Francois Rochon - Giverny Capital • Guy Spier - Aquamarine Capital 🕒 *TIMESTAMPS:* 00:00 - INtroduction - Why We Follow The Masters 00:32: What are 13-fs 02:51 - Chuck Akre (Akre Capital) 05:47 - Terry Smith (Fundsmith) 08:15 - Pat Dorsey (Dorsey Asset Management) 10:15 - Dev Kantesaria (Valley Forge Capital) 11:55 - Mark Massey (AltaRock Partners) 14:15 - Seth Klarman (The Baupost Group) 15:55 - Li Lu (Himalaya Capital) 17:37 - Norbert Lou (Punch Card Management) 19:12 - Josh Tarasoff (Greenlea Lane Capital) 21:40 - Francois Rochon (Giverny Capital) 23:42 - Guy Spier (Aquamarine Capital) 25:12 - Warren Buffett (Berkshire Hathaway) 27:42 - Q3 2025 Summary: The 4 BIG Themes 🔔 SUBSCRIBE for more deep dives into the portfolios of the world's greatest investors! Don't forget to hit the like button if you found this analysis valuable. 👇 What was the most surprising move of the quarter to you? Let me know in the COMMENTS below! --- *Disclaimer:* I am not a financial advisor. The content in this video is for educational and entertainment purposes only. All investment decisions should be made with the help of a professional. Investing involves risk, including the potential loss of principal. --- #WarrenBuffett #ValueInvesting #StockMarket #Investing #13F #SethKlarman #LiLu #ChuckAkre References and Links: My video on power of compounding:    • The Power of Compounding: Knowing Vs Under...