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  "path": "/post/47127595",
  "publishedAt": "2026-02-09T07:35:23.000Z",
  "site": "https://mander.xyz",
  "tags": [
    "Data is Beautiful",
    "GuruRadar",
    "dataisbeautiful",
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  "textContent": "submitted by GuruRadar to dataisbeautiful\n3 points | 0 comments\n\n\nTom Gayner’s Q4 2025 portfolio reflects a masterclass in long-term capital allocation, with total holdings valued at $12.54B across 128 positions. Berkshire Hathaway remains the cornerstone at 12.84%, followed by a significant 8.31% stake in Alphabet. The portfolio is well-diversified into industrial and financial giants like Brookfield (4.78%), Amazon (3.74%), and Deere & Company (3.26%). This strategy emphasizes high-conviction “compounding engines” that balance steady growth with tech dominance.",
  "title": "Tom Gayner Portfolio Review: Q4 2025 Deep Dive"
}