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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 Ross2009-09-30 93.5 98.47 20 604.84
Warren Buffett2009-09-30 64.4 86.04 43 56546.05
Wallace Weitz2009-09-30 32.8 53.05 61 1667.62
Tweedy Browne2009-09-30 34.3 56.4 52 1848.70
Tom Gayner2009-09-30 36.3 55.25 77 1341.65
Third Avenue Management2009-09-30 35.8 52.81 94 5296.67
T Boone Pickens2009-09-30 57.4 87.25 14 185.50
Steve Mandel2009-09-30 36.4 56.316 44 8048.98
Seth Klarman2009-09-30 67.8 92.61 24 1132.91
Sarah Ketterer2009-06-30 18.9 33.25 66 71.70
Ruane Cunniff2009-09-30 52.3 70.011 136 7705.54
Ronald Muhlenkamp2009-09-30 31.7 54.43 48 670.83
Ron Baron2009-09-30 11.8 21.516 233 13745.72
Robert Rodriguez2009-09-30 42.7 70.4 22 823.48
Robert Olstein2009-09-30 13.6 24.08 86 536.63
Robert Karr2009-06-30 92.7 100.06 8 567.78
Robert Bruce2009-09-30 47.1 67.82 33 89.50
Richard Snow2009-09-30 19.0 34.611 91 2470.45
Richard Pzena2009-09-30 17.2 30.811 131 10445.70
Richard Perry2009-09-30 32.6 53.319 47 1109.85
Richard Aster Jr2009-09-30 11.4 19.214 152 2262.16
Private Capital2009-06-30 32.5 50.53 68 1443.54
PRIMECAP Management2009-09-30 17.0 28.98 237 56459.01
Prem Watsa2009-09-30 70.8 88.7 42 6634.06
NWQ Managers2009-09-30 21.7 38.515 150 17234.00
Mohnish Pabrai2009-09-30 44.1 77.61 17 322.98
Michael Price2009-09-30 20.6 35.116 102 337.73
Mason Hawkins2009-09-30 41.4 66.31 39 22990.87
Martin Whitman2009-07-31 55.1 75.6 46 4696.65
Mark Hillman2009-06-30 25.6 49.03 47 369.29
Lee Ainslie2009-09-30 15.2 27.625 79 8321.85
Kenneth Fisher2009-09-30 11.2 20.033 488 29783.45
Ken Heebner2009-09-30 30.0 49.538 77 6720.20
John Rogers2009-09-30 21.9 37.810 98 4513.90
John Paulson2009-09-30 57.2 82.812 39 20463.49
John Keeley2009-09-30 6.7 12.633 339 6648.90
John Hussman2009-09-30 15.9 28.96 130 5356.03
John Griffin2009-09-30 27.9 50.75 38 4418.98
Joel Greenblatt2009-09-30 100.0 100.0 1 0.82
Jean-Marie Eveillard2009-09-30 21.0 33.651 344 10756.94
Irving Kahn2009-09-30 41.2 66.45 60 444.84
Ian Cumming2009-09-30 100.0 100.0 5 1875.35
HOTCHKIS & WILEY2009-09-30 18.0 30.321 143 14259.43
Glenn Greenberg2009-09-30 67.5 99.4 11 2725.63
George Soros2009-09-30 30.8 45.3379 547 4409.52
Edward Owens2009-09-30 24.2 40.92 77 18197.22
Edward Lampert2009-09-30 98.3 100.0 8 9312.32
Donald Yacktman2009-09-30 38.8 64.33 77 1725.95
Dodge & Cox2009-09-30 18.9 32.96 192 78724.60
David Winters2009-09-30 60.5 90.5 15 490.69
David Williams2009-09-30 19.8 34.52 63 6476.37
David Tepper2009-06-30 87.9 97.013 31 1633.45
David Swensen2009-09-30 93.1 100.02 7 5.21
David Einhorn2009-09-30 34.2 59.06 53 2598.12
David Dreman2009-09-30 6.1 11.329 292 3849.31
Daniel Loeb2009-09-30 37.2 55.118 45 1247.07
Chuck Akre2009-09-30 61.7 91.82 20 279.87
Chris Davis2009-06-30 19.9 34.810 167 51821.88
Charles Brandes2009-09-30 12.5 22.824 213 21322.05
Carl Icahn2009-09-30 91.3 98.22 17 3132.18
Bruce Berkowitz2009-09-30 51.7 81.92 26 8067.43
Brian Rogers2009-09-30 14.6 24.34 120 15724.53
Bill Nygren2009-06-30 14.2 26.34 53 2579.09
Bill Gates2009-09-30 70.0 84.6 37 10144.32
Bill Ackman2009-09-30 98.8 100.01 7 3129.44
Arnold Van Den Berg2009-09-30 27.8 46.632 94 1487.16
Arnold Schneider2009-06-30 20.3 34.016 121 1442.45
Andreas Halvorsen2009-09-30 35.0 52.520 54 7832.70

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User Notes, Comments, and Questions
Add Notes, Comments or Ask Questions »5 months ago, by DAVIDBEDA
there is no purpose to see his porfolio, these guy next filing will be 70%different, so you really dont know , recently there were news that he lost money in a short position in a bank in london and atually he had cover that position he was out of there,
Add Notes, Comments or Ask Questions »7 months ago, by Gurufocus
Paulson is good at arbitrage. His portfolio can serve as idea generation and validation for arbitrage opportunities, as we can see from his holdings in UST, WB, NCC, MER etc.
Add Notes, Comments or Ask Questions »7 months ago, by Max7777
I am with you about the shorts, and I find it very frustrating to look at this incomplete picture of his portfolio, that may give us the wrong conclusions. But I do not think you can get the short positions from any public filings, so you can not be sure what he is short now or last quarter. So the question becomes, do we want to know what he is long, knowing he may also have many large short positions. I do want to know the longs, even if that is all we get. But if you know his short positions then please put it on the new wiki page.
Add Notes, Comments or Ask Questions »8 months ago, by JoePass
....same issue for Einhorn and Soros.....

John Langston
Add Notes, Comments or Ask Questions »8 months ago, by JoePass
What is the purpose of seeing John Paulson's portfolio if shorts aren't included? John Langston
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