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Financials

121 financials companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

• Communication Services 64
• Consumer Discretionary 169
• Consumer Staples 60
• Energy 51
• Financials 121
• Health Care 63
• Industrials 120
• Information Technology 100
• Materials 66
• Real Estate 33
• Utilities 12

Companies, page 1

1. Berkshire Hathaway174 letters
2. Visa79 letters
3. KKR64 letters
4. Interactive Brokers62 letters
5. PayPal60 letters
6. JPMorgan58 letters
7. Goldman Sachs52 letters
8. Mastercard44 letters
9. Morgan Stanley41 letters
10. Northeast Bank32 letters
11. Charles Schwab31 letters
12. Jefferies28 letters
13. Grupo Catalana Occidente22 letters
14. Bank of America22 letters
15. Markel21 letters
16. Wells Fargo21 letters
17. Burford Capital20 letters
18. Fairfax20 letters
19. Brookfield Corporation19 letters
20. M&T Bank19 letters
21. American Express18 letters
22. Ally Financial18 letters
23. Exor17 letters
24. Alantra17 letters
25. S&P Global16 letters
26. Western Union16 letters
27. Progressive15 letters
28. Sberbank15 letters
29. Blackstone15 letters
30. UniCredit14 letters
31. Standard Chartered14 letters
32. AIG14 letters
33. Sun Hung Kai14 letters
34. Evertec14 letters
35. Aimia13 letters
36. Deutsche Bank12 letters
37. Trupanion11 letters
38. Westaim11 letters
39. Chubb11 letters
40. Yellow Cake11 letters
41. UBS11 letters
42. Hagerty10 letters
43. S&U10 letters
44. BlackRock10 letters
45. Edelweiss Financial10 letters
46. Citigroup10 letters
47. IDFC First Bank9 letters
48. HSBC9 letters
49. Dundee Corporation7 letters
50. Credit Acceptance7 letters
51. Quálitas7 letters
52. Azimut7 letters
53. Horizon Kinetics7 letters
54. Allstate7 letters
55. Apollo Global Management7 letters
56. Bancolombia6 letters
57. NMI Holdings6 letters
58. Onex6 letters
59. Franklin Resources6 letters
60. EZCorp6 letters
61. Willis Towers Watson6 letters
62. Coinbase5 letters
63. Türkiye Sigorta5 letters
64. Fiserv5 letters
65. Nuvama5 letters
66. Bajaj Holdings5 letters
67. Grupo Financiero Galicia5 letters
68. Conduit Holdings5 letters
69. Corporación Financiera Alba5 letters
70. Freddie Mac5 letters
71. Mediobanca5 letters
72. Robinhood5 letters
73. Aon4 letters
74. Currency Exchange International4 letters
75. Fannie Mae4 letters
76. GP Investments4 letters
77. NN Group4 letters
78. Santander4 letters
79. Shift43 letters
80. Wise3 letters
81. GAMCO3 letters
82. Grupo Sura3 letters
83. Hong Kong Exchanges3 letters
84. Oppenheimer3 letters
85. Brown & Brown3 letters
86. Noah Holdings3 letters
87. Affiliated Managers Group3 letters
88. Jupiter Fund Management3 letters
89. Ameriprise3 letters
90. Fifth Third Bank3 letters
91. Nubank3 letters
92. Skyward Specialty3 letters
93. Allianz3 letters
94. SBI Holdings3 letters
95. Banco Bradesco2 letters
96. Blue Owl2 letters
97. Banco Macro2 letters
98. Corpay2 letters
99. Marex2 letters
100. Adyen2 letters

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.