Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
HOTCHKIS & WILEY | 2024-03-31 | LNN TNC CMT | PM TRST SWK | COF ESRT TLS | EBS CMBM KELYA | 2024-05-15 | Hotchkis & Wiley Capital Management LLC |
Keeley-Teton Advisors, LLC | 2024-03-31 | PLAY LUNA SUN | EFA DLB DVY | SSB SCVL PLYM | HON ZWS HR | 2024-05-15 | Keeley-Teton Advisors, LLC |
Dodge & Cox | 2024-03-31 | SATS KSPI AEP | AEG ALNY GOOGL | OTIS TAP DOW | VLTO JXN DISH | 2024-05-14 | Dodge & Cox |
Chris Davis | 2024-03-31 | HUM CPT BIDU | NTB BK DOC | LTRPA CUBE ETN | 2024-05-14 | Davis Selected Advisers | |
Mohnish Pabrai | 2024-03-31 | AMR | CEIX ARCH HCC | 2024-05-14 | Dalal Street, LLC | ||
Chuck Akre | 2024-03-31 | CCCS UBER | CSGP | DBRG MCO KMX | 2024-05-14 | Akre Capital Management, LLC | |
Jefferies Group | 2024-03-31 | GL L GATO | WDAY BGH HRMY | ROST KO AMT | BGFV WFRD NTES | 2024-05-14 | Leucadia National |
Robert Bruce | 2024-03-31 | ADM BG | DAR VICR | UHAL.B XEL KOD | 2024-05-14 | Bruce & Co. | |
Barrow, Hanley, Mewhinney & Strauss | 2024-03-31 | MAA CCOI KOS | BDX TWO TAP | GD RTX JD | TMHC GIII PAGS | 2024-05-13 | Barrow, Hanley, Mewhinney & Strauss |
Wallace Weitz | 2024-03-31 | VRSN | CCRD TMO FIS | JPM LBRDK AMZN | LILAK MKL | 2024-05-13 | Weitz Investment Management Inc |
Third Avenue Management | 2024-03-31 | LAZ | WY COLL PLD | IVT TDW LEN.B | FIX SPHR | 2024-05-13 | Third Avenue Management |
Donald Smith & Co | 2024-03-31 | CRBG | JXN JBLU PK | KGC KEP MHO | TGH CPLP CLS | 2024-05-13 | Donald Smith & Co. |
Ken Fisher | 2024-03-31 | OBDC FV DNLI | VRTX FTI CCI | GLW PVH FLS | CAH LYG CALF | 2024-05-09 | Fisher Asset Management, LLC |
First Eagle Investment | 2024-03-31 | BCOV SILK EGHT | AHH ROST AMKR | MSFT UFI MDC | TCS BOOM VTNR | 2024-05-09 | First Eagle Investment Management, LLC |
Bruce Berkowitz | 2024-05-07 | JOE | 2024-05-08 | Fairholme Capital Management | |||
Private Capital | 2024-05-06 | PWFL | 2024-05-07 | Private Capital Management | |||
Tweedy Browne | 2024-03-31 | NVST | CNHI BAC CNXC | HLN CSCO JNJ | THO | 2024-05-07 | Tweedy Browne CO LLC |
Richard Pzena | 2024-03-31 | DG HLI DOCU | BAP TEL CIG | BDC HOFT MSM | ACWX ULTA DVA | 2024-05-04 | Pzena Investment Management LLC |
Tom Gayner | 2024-03-31 | HSY APD YUM | LAMR TMO ROL | SRCL | IFF | 2024-05-04 | Markel Gayner Asset Management Corp |
Vanguard Health Care Fund | 2024-03-31 | XSWX:GALD STVN AUTL | RVMD UNH EXAS | BSX VRTX SYK | ROIV KRTX HKSE:02359 | 2024-05-03 | Vanguard Health Care Fund |
Yacktman Asset Management | 2024-03-31 | DAR AON K | LEGH WBD CRMT | LMT RS PG | USB WFRD | 2024-05-02 | Yacktman Asset Management |
Warren Buffett | 2024-05-02 | LSXMA LSXMK | 2024-05-02 | Berkshire Hathaway Inc | |||
Bill Ackman | 2024-04-29 | QSR | 2024-04-30 | Pershing Square Capital Management, L.P. | |||
Smead Value Fund | 2024-02-29 | APA MAC OVV | 2024-04-26 | Smead Value Fund | |||
Ronald Muhlenkamp | 2024-03-31 | AVGO RUSHA SLB | 2024-04-23 | Muhlenkamp & Co Inc | |||
Carl Icahn | 2024-04-22 | IEP | 2024-04-23 | Icahn Capital Management LP | |||
Robert Olstein | 2024-03-31 | GD APTV MIDD | LUV DE JOUT | BAX CFG ZBH | MMC MCD | 2024-04-19 | Olstein Capital Management, L.P. |
T Rowe Price Equity Income Fund | 2024-03-31 | REXR BKR BMY | COP KMB HON | NEE WFC XTER:VOW3 | WELL META CG | 2024-04-17 | T Rowe Price Equity Income Fund |
Yacktman Fund | 2024-03-31 | K DAR | EAF | UHAL.B FHB ORCL | WFRD | 2024-04-15 | Yacktman Fund |
Yacktman Focused Fund | 2024-03-31 | K | KVUE | MSFT XTER:BNR CTSH | WFRD | 2024-04-15 | Yacktman Focused Fund |
Steven Scruggs | 2024-03-31 | JBT | LEVI ARW VSH | UNFI CSWI GGG | OMI | 2024-04-11 | FPA Queens Road Small Cap Value Fund |
Prem Watsa | 2024-04-10 | CCAP | 2024-04-10 | Fairfax Financial Holdings | |||
Daily Journal Corp | 2024-03-31 | BABA USB BAC | 2024-04-05 | Daily Journal | |||
Third Avenue Value Fund | 2024-01-31 | MEX:BOLSAA | XTER:BMW LSE:BIRG XTER:MBG | HCC OSL:SUBC BSP:UGPA3 | HCTPF LSE:ASHM | 2024-03-22 | Third Avenue Value Fund |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks