20 hedge funds and family offices disclose a PEP position in their latest SEC 13F filing — combined $1.56B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 5,663,677 | $861.2M | 3.67% | 2024-12-31 |
| 2 | Donald Yacktman | Yacktman Asset Management LP | 2,027,967 | $314.9M | 4.20% | 2026-03-31 |
| 3 | Lindsell Train | Lindsell Train Ltd | 1,801,971 | $258.6M | 6.56% | 2025-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 353,300 | $36.2M | 3.29% | 2016-03-31 |
| 5 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 204,668 | $29.4M | 2.64% | 2025-12-31 |
| 6 | Torray Funds | Torray Investment Partners LLC | 135,674 | $19.5M | 2.79% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 103,612 | $16.1M | 0.07% | 2026-03-31 |
| 8 | Tom Gayner | Markel Group Inc. | 96,210 | $14.9M | 0.13% | 2026-03-31 |
| 9 | Thomas Russo | Gardner Russo & Quinn LLC | 9,205 | $1.4M | 0.02% | 2026-03-31 |
| 10 | Mairs & Power | Mairs & Power Inc | 9,103 | $1.3M | 0.01% | 2025-12-31 |
| 11 | George Soros | Soros Fund Management LLC | 10,859 | $1.2M | 0.03% | 2016-09-30 |
| 12 | Polen Capital | Polen Capital Management LLC | 4,528 | $636K | 0.00% | 2025-09-30 |
| 13 | Lee Ainslie | Maverick Capital Ltd | 3,976 | $571K | 0.01% | 2025-12-31 |
| 14 | Chase Coleman | Tiger Global Management LLC | 3,887,471 | $237K | 7.55% | 2010-06-30 |
| 15 | Stephen Mandel | Lone Pine Capital LLC | 3,585,600 | $185K | 2.92% | 2009-03-31 |
| 16 | Viking Global | Viking Global Investors LP | 1,358,900 | $80K | 1.02% | 2009-09-30 |
| 17 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 544 | $78K | 0.01% | 2025-12-31 |
| 18 | Christopher Davis | Davis Selected Advisers, LP | 269,800 | $17K | 0.02% | 2008-06-30 |
| 19 | Olstein Capital Management | Olstein Capital Management LP | 28,000 | $4K | 0.82% | 2025-12-31 |
| 20 | David Rolfe | Wedgewood Partners Inc | 1,750 | $324 | 0.05% | 2023-06-30 |
As of the latest 13F window, 20 tracked superinvestors hold PEP. The largest disclosed position is Terry Smith at $861.2M (3.7% 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 PEP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
20 hedge funds and family offices disclose a PEP position in their latest SEC 13F filing — combined $1.56B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 5,663,677 | $861.2M | 3.67% | 2024-12-31 |
| 2 | Donald Yacktman | Yacktman Asset Management LP | 2,027,967 | $314.9M | 4.20% | 2026-03-31 |
| 3 | Lindsell Train | Lindsell Train Ltd | 1,801,971 | $258.6M | 6.56% | 2025-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 353,300 | $36.2M | 3.29% | 2016-03-31 |
| 5 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 204,668 | $29.4M | 2.64% | 2025-12-31 |
| 6 | Torray Funds | Torray Investment Partners LLC | 135,674 | $19.5M | 2.79% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 103,612 | $16.1M | 0.07% | 2026-03-31 |
| 8 | Tom Gayner | Markel Group Inc. | 96,210 | $14.9M | 0.13% | 2026-03-31 |
| 9 | Thomas Russo | Gardner Russo & Quinn LLC | 9,205 | $1.4M | 0.02% | 2026-03-31 |
| 10 | Mairs & Power | Mairs & Power Inc | 9,103 | $1.3M | 0.01% | 2025-12-31 |
| 11 | George Soros | Soros Fund Management LLC | 10,859 | $1.2M | 0.03% | 2016-09-30 |
| 12 | Polen Capital | Polen Capital Management LLC | 4,528 | $636K | 0.00% | 2025-09-30 |
| 13 | Lee Ainslie | Maverick Capital Ltd | 3,976 | $571K | 0.01% | 2025-12-31 |
| 14 | Chase Coleman | Tiger Global Management LLC | 3,887,471 | $237K | 7.55% | 2010-06-30 |
| 15 | Stephen Mandel | Lone Pine Capital LLC | 3,585,600 | $185K | 2.92% | 2009-03-31 |
| 16 | Viking Global | Viking Global Investors LP | 1,358,900 | $80K | 1.02% | 2009-09-30 |
| 17 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 544 | $78K | 0.01% | 2025-12-31 |
| 18 | Christopher Davis | Davis Selected Advisers, LP | 269,800 | $17K | 0.02% | 2008-06-30 |
| 19 | Olstein Capital Management | Olstein Capital Management LP | 28,000 | $4K | 0.82% | 2025-12-31 |
| 20 | David Rolfe | Wedgewood Partners Inc | 1,750 | $324 | 0.05% | 2023-06-30 |
As of the latest 13F window, 20 tracked superinvestors hold PEP. The largest disclosed position is Terry Smith at $861.2M (3.7% 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 PEP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
