3 hedge funds and family offices disclose a OZK position in their latest SEC 13F filing — combined $113.4M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 1,264,042 | $58.2M | 1.94% | 2025-12-31 |
| 2 | Bruce Berkowitz | Fairholme Capital Management LLC | 921,252 | $42.3M | 2.79% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 283,220 | $13.0M | 0.06% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold OZK. The largest disclosed position is Francois Rochon at $58.2M (1.9% 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 OZK, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a OZK position in their latest SEC 13F filing — combined $113.4M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 1,264,042 | $58.2M | 1.94% | 2025-12-31 |
| 2 | Bruce Berkowitz | Fairholme Capital Management LLC | 921,252 | $42.3M | 2.79% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 283,220 | $13.0M | 0.06% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold OZK. The largest disclosed position is Francois Rochon at $58.2M (1.9% 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 OZK, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
