20 hedge funds and family offices disclose a PEP position in their latest SEC 13F filing — combined $1.55B 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 | Tom Gayner | Markel Group Inc. | 96,210 | $14.9M | 0.13% | 2026-03-31 |
| 8 | Ray Dalio | Bridgewater Associates LP | 83,974 | $12.1M | 0.04% | 2025-12-31 |
| 9 | Thomas Russo | Gardner Russo & Quinn LLC | 9,794 | $1.4M | 0.02% | 2025-12-31 |
| 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
