Guru Bargains


											AGCO	AGCO Corp	FPA Capital Fund	2018-09-30	Add	0 $ 0 0	$54.06	-10.63 %	Add 31.84%	171,728	1.09
ARW	Arrow Electronics Inc	FPA Capital Fund	2018-09-30	New Buy	0 $ 0 0	$68.56	-10.74 %	New holding	43,202	-
DAN	Dana Inc	FPA Capital Fund	2018-09-30	New Buy	0 $ 0 0	$16.19	-19.57 %	New holding	413,784	2.23
GNTX	Gentex Corp	FPA Capital Fund	2018-09-30	Add	0 $ 0 0	$20.48	-11.50 %	Add 54.22%	346,798	2.11
GPK	Graphic Packaging Holding Co	FPA Capital Fund	2018-09-30	Add	0 $ 0 0	$12.32	-14.62 %	Add 26.94%	833,257	2.44
WDC	Western Digital Corp	FPA Capital Fund	2018-09-30	Add	0 $ 0 0	$55.36	-17.40 %	Add 30.54%	303,319	3.60
STT	State Street Corporation	T Rowe Price Equity Income Fund	2018-09-30	Add	0 $ 0 0	$70.81	-19.41 %	Add 11.89%	3,530,000	2.46
WDC	Western Digital Corp	T Rowe Price Equity Income Fund	2018-09-30	Add	0 $ 0 0	$55.36	-17.51 %	Add 38.68%	735,000	3.60
WYNN	Wynn Resorts Ltd	Steve Mandel	2018-09-10	Add	0 $ 0 0	$108.70	-19 %	Add 56.79%	5,955,497	2.29
AVDL	Avadel Pharmaceuticals PLC	Charles Brandes	2018-08-31	Add	0 $ 0 0	$4.05	-21.05 %	Add 24.30%	6,177,794	-
SLCA	US Silica Holdings Inc	John Rogers	2018-08-31	Add	0 $ 0 0	$15.66	-26.10 %	Add 35.16%	7,840,273	1.61
NWL	Newell Brands Inc	Carl Icahn	2018-08-09	Add	0 $ 0 0	$16.32	-21.84 %	Add 15.05%	38,304,111	5.63
LEN.B	Lennar Corp	Third Avenue Value Fund	2018-07-31	Add	0 $ 0 0	$33.23	-22.25 %	Add 143.46%	530,354	0.47
FPH	Five Point Holdings LLC	Third Avenue Value Fund	2018-07-31	New Buy	0 $ 0 0	$7.86	-33.11 %	New holding	190,610	-
ACET	Aceto Corp	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$2.12	-46.33 %	New holding	274,698	7.09
ARCO	Arcos Dorados Holdings Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$6.35	-21.80 %	Add 33.10%	196,271	1.58
TBBK	The Bancorp Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$9.19	-16.23 %	Add 19.76%	439,017	-
BK	Bank of New York Mellon Corp	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$46.47	-15.78 %	Add 94.84%	4,444,512	2.16
BCEI	Bonanza Creek Energy Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$28.80	-10.08 %	New holding	82,067	-
CADE	Cadence Bancorp	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$21.60	-25.80 %	New holding	1,254,611	1.86
CRR	Carbo Ceramics Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$5.73	-36.05 %	Add 104.98%	383,146	-
CCL	Carnival Corp	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$56.48	-10.97 %	Add 14.22%	1,614,311	3.38
DK	Delek US Holdings Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$37.62	-24.18 %	Add 92.99%	90,417	2.26
DDS	Dillard's Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$69.75	-14.36 %	Add 16167.44%	48,965	0.57
DWDP	DowDuPont Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$56.07	-15.23 %	Add 20.94%	21,354,042	2.70
EBAY	eBay Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$28.49	-26.82 %	New holding	687	-
ENVA	Enova International Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$23.95	-21.14 %	New holding	133,473	-
FNB	F N B Corp	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$11.24	-16.56 %	Add 19.58%	13,988,843	4.27
HAYN	Haynes International Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$30.06	-25.41 %	Add 77.41%	49,286	2.91
HIBB	Hibbett Sports Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$17.10	-34.36 %	Add 22.14%	119,479	-
HPR	HighPoint Resources Corp	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$3.99	-36.57 %	Add 200.47%	541,075	-
INWK	InnerWorkings Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$7.41	-19.81 %	Add 13.49%	421,605	-
JEF	Jefferies Financial Group Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$20.86	-10.93 %	New holding	10,902,336	2.03
LE	Lands' End Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$14.84	-33.12 %	New holding	156,321	-
LEA	Lear Corp	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$138.02	-29.45 %	New holding	41	1.88
LM	Legg Mason Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$28.59	-24.66 %	New holding	5,702	4.32
MAN	ManpowerGroup Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$76.40	-22.29 %	Add 59.69%	1,854	2.54
TAP	Molson Coors Brewing Co	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$58.89	-11.71 %	New holding	2,992	2.78
MRC	MRC Global Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	Add	0 $ 0 0	$16.33	-17.19 %	Add 68.54%	385,618	-
MLI	Mueller Industries Inc	Barrow, Hanley, Mewhinney & Strauss	2018-06-30	New Buy	0 $ 0 0	$25.76	-10.87 %	New holding	42,770	1.58

Total 788