Guru Bargains


											CRI	Carter's Inc	FPA Capital Fund	2018-12-31	New Buy	0 $ 0 0	$80.83	-10.67%	New holding	48,583	2.21
FI	Frank's International NV	FPA Capital Fund	2018-12-31	Add	0 $ 0 0	$5.79	-19.92%	Add 50.2000000000%	1,555,904	-
NBL	Noble Energy Inc	FPA Capital Fund	2018-12-31	Add	0 $ 0 0	$22.45	-11.37%	Add 23.6900000000%	568,699	1.92
PTEN	Patterson-UTI Energy Inc	FPA Capital Fund	2018-12-31	Add	0 $ 0 0	$12.14	-16.79%	Add 33.4800000000%	946,049	1.17
RDC	Rowan Companies PLC	FPA Capital Fund	2018-12-31	Add	0 $ 0 0	$11.56	-20.39%	Add 103.4200000000%	897,625	-
SM	SM Energy Co	FPA Capital Fund	2018-12-31	Add	0 $ 0 0	$20.03	-11.99%	Add 67.3000000000%	741,076	0.47
WDC	Western Digital Corp	FPA Capital Fund	2018-12-31	Add	0 $ 0 0	$37.56	-19.17%	Add 14.3400000000%	346,809	5.10
CNDT	Conduent Inc	Carl Icahn	2018-11-13	Add	0 $ 0 0	$11.99	-13.43%	Add 12.62%	22,306,000	-
DWDP	DowDuPont Inc	Third Avenue Value Fund	2018-10-31	New Buy	0 $ 0 0	$56.24	-13.54%	New holding	162,090	2.62
HA	Hawaiian Holdings Inc	Third Avenue Value Fund	2018-10-31	Add	0 $ 0 0	$32.72	-15.52%	Add 76.98%	812,567	1.43
LEN.B	Lennar Corp	Third Avenue Value Fund	2018-10-31	Add	0 $ 0 0	$34.96	-12.32%	Add 13.23%	600,532	0.45
FPH	Five Point Holdings LLC	Third Avenue Value Fund	2018-10-31	Add	0 $ 0 0	$7.05	-28.13%	Add 1146.39%	2,375,753	-
STNE	StoneCo Ltd	Warren Buffett	2018-10-29	New Buy	0 $ 0 0	$22.80	-21.54%	New holding	14,166,748	-
DVMT	Dell-VMWare Tracking Stock	Carl Icahn	2018-10-02	Add	0 $ 0 0	$80	-17.32%	Add 87.63%	16,538,492	-
ATVI	Activision Blizzard Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$47.06	-37.92%	Add 35.12%	8,849	0.70
CCL	Carnival Corp	Ken Fisher	2018-09-30	Add	0 $ 0 0	$54.52	-10.14%	Add 25.48%	5,127	3.58
IXC	iShares Global Energy	Ken Fisher	2018-09-30	Add	0 $ 0 0	$31.57	-14.61%	Add 205.12%	770,540	3.28
IJR	iShares Core S&P Small-Cap	Ken Fisher	2018-09-30	Add	0 $ 0 0	$74.65	-14.78%	Add 30.74%	6,376	1.46
LUV	Southwest Airlines Co	Ken Fisher	2018-09-30	New Buy	0 $ 0 0	$50.54	-13.59%	New holding	3,753	1.17
NTP	Nam Tai Property Inc	Kahn Brothers	2018-09-30	Add	0 $ 0 0	$8.60	-16.75%	Add 21.37%	2,203,255	3.17
AVAV	AeroVironment Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$73.05	-15.52%	Add 25.11%	104,532	-
APH	Amphenol Corp	Ken Fisher	2018-09-30	Add	0 $ 0 0	$81.17	-12.70%	Add 14.97%	5,360	1.07
AXE	Anixter International Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$59.35	-15.20%	Add 19.09%	743,341	-
APA	Apache Corp	Ken Fisher	2018-09-30	Add	0 $ 0 0	$31.52	-29.97%	Add 37.24%	19,963	3.18
APNHY	Aspen Pharmacare Holdings Ltd	Ken Fisher	2018-09-30	Add	0 $ 0 0	$10.72	-39.61%	Add 10.04%	23,447	1.99
B	Barnes Group Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$57	-13.78%	Add 11.01%	91,025	1.07
BDGE	Bridge Bancorp Inc	Ken Fisher	2018-09-30	New Buy	0 $ 0 0	$28.18	-20.53%	New holding	23,171	3.26
CJ	C&J Energy Services Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$15.88	-29.11%	Add 22.13%	465,290	-
CRS	Carpenter Technology Corp	Ken Fisher	2018-09-30	Add	0 $ 0 0	$42.49	-25.79%	Add 72.74%	429,841	1.74
CHS	Chico's FAS Inc	Ken Fisher	2018-09-30	New Buy	0 $ 0 0	$6.16	-30.71%	New holding	34,499	5.51
SNP	China Petroleum & Chemical Corp	Ken Fisher	2018-09-30	Add	0 $ 0 0	$77.81	-17.64%	Add 285.61%	25,481	10.82
CLF	Cleveland-Cliffs Inc	Ken Fisher	2018-09-30	New Buy	0 $ 0 0	$8.72	-15.26%	New holding	8,568,756	0.55
DK	Delek US Holdings Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$32.52	-34.09%	Add 10.51%	826,273	2.95
DNR	Denbury Resources Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$2.04	-59.12%	Add 27.01%	305,070	-
DO	Diamond Offshore Drilling Inc	Ken Fisher	2018-09-30	New Buy	0 $ 0 0	$11.26	-38.70%	New holding	879,636	-
DWDP	DowDuPont Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$56.24	-17.21%	Add 14.98%	18,107	2.62
DRQ	Dril-Quip Inc	Ken Fisher	2018-09-30	Add	0 $ 0 0	$37.87	-27.37%	Add 55.20%	1,684,741	-
E	Eni SpA	Ken Fisher	2018-09-30	New Buy	0 $ 0 0	$32.95	-12.55%	New holding	17,831	5.78
EC	Ecopetrol SA	Ken Fisher	2018-09-30	Add	0 $ 0 0	$18.17	-17.78%	Add 135.48%	1,740,247	3.33
EMR	Emerson Electric Co	Ken Fisher	2018-09-30	Add	0 $ 0 0	$63.01	-14.59%	Add 77.06%	10,121	3.05

Total 1139