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Guru Portfolio Overview

Click on portfolio date for portfolio details
Guru NamePortfolioPortfolio DateWeighting of Top 5 PositionsWeighting of Top 10 Positions# of New StocksTotal Number of StocksValue ($Million)
Wilbur Ross2009-12-31 93.3 97.46 23 740.90
Westport Asset Management
2009-12-31 33.5 49.02 67 891.25
Warren Buffett2009-12-31 67.4 87.2 41 57929.53
Wallace Weitz2009-12-31 32.7 53.28 65 1651.20
Tweedy Browne2009-12-31 29.8 53.13 54 2764.73
Tom Russo2009-12-31 55.2 81.75 86 1967.92
Tom Gayner2009-12-31 36.6 54.92 78 1413.90
Third Avenue Management2009-12-31 36.7 53.52 91 5231.56
T Boone Pickens2009-12-31 47.7 75.25 19 224.54
Steven Romick2009-12-31 28.6 46.69 78 1042.51
Steven Cohen2009-12-31 6.7 11.5601 1782 8781.04
Steve Mandel2009-12-31 29.7 50.216 53 10453.88
Stanley Druckenmiller2009-12-31 26.5 47.182 158 3702.83
Seth Klarman2009-12-31 64.5 90.53 17 1354.83
Sarah Ketterer2009-09-30 19.3 34.49 67 80.14
Ruane Cunniff2009-12-31 50.8 67.824 148 7975.00
Ronald Muhlenkamp2009-12-31 21.4 39.28 52 736.74
Ron Baron2009-12-31 11.5 21.029 244 14575.44
Robert Rodriguez2009-12-31 43.8 69.8 22 844.48
Robert Olstein2009-12-31 13.6 23.66 86 541.92
Robert Karr2009-12-31 91.5 100.03 9 711.08
Robert Bruce2009-12-31 50.4 71.73 32 94.47
Richard Snow2009-12-31 17.8 32.97 86 2691.92
Richard Pzena2009-12-31 16.9 30.76 127 10550.61
Richard Perry2009-12-31 59.2 70.921 57 3342.98
Richard Blum2009-12-31 74.0 90.4 17 2013.70
Richard Aster Jr2009-12-31 11.2 19.118 150 2313.11
Private Capital2009-12-31 29.3 47.64 67 1547.61
PRIMECAP Management2009-12-31 17.2 30.010 241 61291.83
Prem Watsa2009-12-31 60.9 89.21 38 3679.80
Paul Tudor Jones2009-12-31 48.5 65.1198 305 319.47
Oak Value2009-12-31 31.1 51.84 31 188.84
NWQ Managers2009-12-31 21.1 36.814 141 18275.01
Murray Stahl2009-12-31 20.6 35.553 369 3981.76
Mohnish Pabrai2009-12-31 49.4 80.81 17 320.59
Michael Price2009-12-31 18.2 30.423 113 368.51
Mason Hawkins2009-12-31 47.2 69.13 38 21818.00
Martin Whitman2009-10-31 56.3 78.0 44 4707.57
Mark Hillman2009-12-31 26.4 49.51 46 503.86
Manning & Napier Advisors, Inc
2009-12-31 15.5 26.956 324 14690.60
Louis Moore Bacon2009-12-31 35.1 46.375 152 2623.94
Lee Ainslie2009-12-31 15.9 27.936 92 8987.61
Kenneth Fisher2009-12-31 10.9 19.739 490 31322.51
Ken Heebner2009-12-31 32.0 52.027 68 6795.59
John Rogers2009-12-31 19.9 34.312 104 4914.43
John Paulson2009-12-31 51.0 67.925 55 19493.25
John Keeley2009-12-31 7.4 13.542 332 6634.12
John Hussman2009-12-31 14.9 28.621 113 5037.32
John Griffin2009-12-31 27.6 48.113 45 5303.95
John Buckingham2009-12-31 4.9 8.822 377 432.27
Joel Greenblatt2009-09-30 100.0 100.0 1 0.82
Jim Simons2009-12-31 6.4 9.2438 3023 26159.27
Jeremy Grantham2009-12-31 25.2 42.3117 835 30133.92
Jean-Marie Eveillard2009-12-31 20.6 33.957 317 10836.02
Irving Kahn2009-12-31 51.3 71.7 58 440.80
Ian Cumming2009-12-31 100.0 100.0 5 1815.60
HOTCHKIS & WILEY2009-12-31 18.5 31.919 155 14168.18
Glenn Greenberg2009-12-31 72.2 98.8 12 1740.72
George Soros2009-12-31 28.9 45.1243 687 6951.85
First Pacific Advisors2009-12-31 22.8 36.421 101 4106.49
Eric Mindich2009-12-31 24.6 39.922 84 9899.15
Edward Owens2009-12-31 24.2 41.84 78 18315.51
Edward Lampert2009-12-31 97.1 99.93 11 11034.10
Donald Yacktman2009-12-31 40.3 65.05 80 2312.00
Dodge & Cox2009-12-31 19.8 33.67 194 80269.96
Diamond Hill Capital2009-12-31 18.5 32.511 126 5558.94
David Winters2009-12-31 60.2 88.72 16 474.95
David Williams2009-12-31 20.2 34.95 66 7033.37
David Tepper2009-12-31 53.8 79.310 47 3280.06
David Swensen2009-12-31 94.7 100.06 10 33.44
David Nierenberg
2009-12-31 63.4 100.0 9 365.97
David Einhorn2009-12-31 39.7 61.75 41 2938.49
David Dreman2009-12-31 5.9 10.613 290 4061.62
Daniel Loeb2009-12-31 38.4 61.114 36 960.26
Chuck Royce2009-12-31 5.1 9.294 1581 25710.30
Chuck Akre2009-12-31 60.9 83.46 24 297.89
Chris Shumway2009-12-31 24.0 42.415 50 8548.30
Chris Davis2009-12-31 20.6 35.824 169 64935.75
Chase Coleman2009-12-31 41.4 64.37 30 3384.27
Charles Brandes2009-12-31 14.6 25.024 214 19496.25
Carl Icahn2009-12-31 80.8 96.51 18 2873.55
Bruce Kovner2009-12-31 11.2 20.0116 420 1322.40
Bruce Berkowitz2009-12-31 42.4 71.97 30 9972.69
Brian Rogers2009-12-31 13.9 24.46 119 556212.49
Bill Nygren2009-12-31 12.4 23.55 55 3141.46
Bill Gates2009-12-31 67.6 82.9 36 10464.58
Bill Frels2009-12-31 22.8 40.38 131 3169.13
Bill Ackman2009-12-31 99.2 100.02 7 1413.03
Arnold Van Den Berg2009-12-31 27.6 46.430 96 1429.08
Arnold Schneider2009-12-31 21.8 37.419 129 1827.95
Andreas Halvorsen2009-12-31 29.6 46.127 63 8776.22

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User Notes, Comments, and Questions
Max, if you follow the news, you would know that Glen Greenberg split with his partners, changed his firm's name. This is the results of the split.
What is going on today, they seem to have sold a third of almost all positions, but not adding anything.. strange for these long term investors who are not usually market timers..and they are the ultimate bottom up pickers, with huge concentration on a handful of stock.. very strange
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