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"Britain's Warren Buffett" Pared Down Every Single Stock in His Nearly $13 Billion Portfolio in the First Quarter, With One Exception

While investors are tripping over each other to buy artificial intelligence stocks, value-focused billionaire Terry Smith bought shares of a company that's critical to water utility infrastructure.

"Britain's Warren Buffett" Pared Down Every Single Stock in His Nearly $13 Billion Portfolio in the First Quarter, With One Exception

Published July 9, 2026 · Category: Finance

Overview

Although earnings season often garners all the glory, the quarterly filing of Form 13Fs with regulators can be just as insightful for investors. A 13F allows investors to track which stocks Wall Street's savviest money managers (with more than $100 million in assets under management) have been buying and selling.

For as far back as the eye can see, mapping billionaire Warren Buffett's trades at Berkshire Hathaway was the pinnacle of 13F season. But with the Oracle of Omaha retiring as CEO on Dec. 31, 2025, it's "Britain's Warren Buffett," billionaire Terry Smith of Fundsmith, who now earns the attention.

Image source: Getty Images.

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Originally published at www.fool.com.

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