Murray Stahl

Murray Stahl

Horizon Kinetics
Last update 2018-12-07 502 Stocks (16 new)
Value $4.04 Bil Turnover 2 %
Top Holdings: TPL(39.02%) HHC(6.31%) CVEO(4.28%) IEP(3.77%) VGSH(3.49%)
Guru Portfolio Report Download
SMALL CAP
MID CAP
LARGE CAP
MEGA CAP

Murray Stahl past Portfolios

Portfolio DateNumber of StocksNew StocksTotal Value ($Mil)Q/Q Turnover
2018-09-30 502164,044,3401.84 %
2018-06-30 507203,830,8841.93 %
2018-03-31 505273,361,5552.71 %
2017-12-31 491173,349,1292.54 %
2017-09-30 489113,342,5257.18 %
2017-06-30 503182,998,1255.21 %
2017-03-31 497173,113,8902.48 %
2016-12-31 502203,051,9094.64 %
2016-09-30 50273,537,7751.16 %
2016-06-30 519193,946,5484.22 %
2016-03-31 525364,009,0142.16 %
2015-12-31 505194,642,1041.62 %
2015-09-30 506145,510,4561.20 %
2015-06-30 514166,942,6440.93 %
2015-03-31 515227,240,3511.85 %
2014-12-31 498307,110,3603.26 %
2014-09-30 512127,699,8824.41 %
2014-06-30 522137,908,6082.45 %
2014-03-31 528247,903,7774.89 %
2013-12-31 522217,818,9282.85 %
2013-09-30 5221137,194,3871.60 %
2013-06-30 439306,677,8014.13 %
2013-03-31 434626,346,8519.27 %
2012-12-31 382105,341,9615.57 %
2012-09-30 441115,432,2573.00 %
2012-06-30 456205,153,2324.40 %
2012-03-31 466315,751,0874.30 %
2011-12-31 449325,262,5289.24 %
2011-09-30 441255,604,53511.71 %
2011-06-30 4551256,753,37343.01 %
2011-03-31 359874,085,88712.69 %
2010-12-31 290143,691,9426.55 %
2010-09-30 364343,560,5869.77 %
2010-06-30 365373,422,6739.83 %
2010-03-31 380444,024,3303.81 %
2009-12-31 369533,981,7647.28 %
2009-09-30 341384,050,7671.44 %
2009-06-30 315743,762,690- %

Top Ranked Articles
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 21

Murray Stahl Sees Momentum Bubble in Market Commentary
Horizon Kinetics founder warns against momentum stocks and ETFs
1704 Views    Bram de Haas    2015-12-17 23:31

Commentaries and Stories
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7

How to Retroactively Buy Texas Pacific Land Trust
Renn Fund Inc. owns shares of Texas Pacific Land Trust and Apyx. Shares of these companies have run up significantly while the fund has not. This discount can be expected to close soon
143 Views    batbeer2    2019-01-21 18:04
2 Tech Companies to Consider as US-China Trade War Comes to a Ceasefire
Stocks trading below Peter Lynch value
399 Views    Sydnee Gatewood    2018-12-03 17:30
Banco Santander Looks Cheap
The Spanish bank is granting a 5.6% dividend yield
125 Views    Alberto Abaterusso    2018-08-17 14:40
6 Low PE Stocks
British American Tobacco tops the list
140 Views    Tiziano Frateschi    2018-08-15 20:04
Interesting Pocket of Value Unlocked by Tradewar Threat
Horizon Kinetics reported 2nd-quarter earnings and highlighted a very interesting industry
117 Views    Bram de Haas    2018-08-07 15:42
Murray Stahl's New Buys in 1st Quarter
Balchem, a chemical nutrient producer, bears the profile of a quality company. A billboard operator new to Wall Street that struggles to turn a profit is included in new buys
223 Views    Yamil Berard    2018-06-08 20:20
An Offshore Play by Horizon Kinetics, Chaired by the Warren Buffett of Norway
A closer look at one of the investment opportunities presented by HK
153 Views    Bram de Haas    2018-04-20 15:24
Murray Stahl Expands Position in Civeo
Guru continues to find value in the business services company
115 Views    Sydnee Gatewood    2018-03-15 16:15
The One (Value) Guru Who's a Bitcoin Bull
About the FRMO Corp earnings call discussing its ventures into Bitcoin investing and mining
200 Views    Bram de Haas    2018-01-18 15:55
5 Lessons From Nassim Taleb You Need to Learn Before the Next 'Black Swan'
Taleb's book became a best-seller after the financial crisis, but is rarely read anymore
299 Views    Bram de Haas    2017-11-07 23:27
5 Aerospace and Defense Companies Gurus Are Buying
These popular stocks have positions in several gurus' portfolios
225 Views    Tiziano Frateschi    2017-10-09 19:49
Cryptocurrencies Could Be a New Asset Class
Murray Stahl sees many upsides to cryptocurrencies and a crucially important downside for governments and central banks that would devalue currencies
284 Views    Robert Abbott    2017-09-21 18:50
AMC Networks Is Good for a Double
An ad-free premium access option is being beta tested
166 Views    Jonathan Poland    2017-08-31 16:03
Where to Find Value in a Lofty Market
It becomes much easier to find great investments venturing a little further from home
332 Views    Bram de Haas    2017-06-16 16:35
8 Stocks Trading Below the Peter Lynch Value
Prices are rising for these undervalued stocks
339 Views    Tiziano Frateschi    2017-02-22 20:37