Customized Guru List Demo

Mutual Funds

Total 9
Guru Name
Fund Ticker
Firm
13F/Portfolio Date
# new stocks
# stocks
Value ($Mil)
Q/Q Turnover %
Last Update
Bill Nygren OAKMXOakmark Fund
2024-12-31
5
52
21,875
8%
2025-03-01
Bruce Berkowitz FAIRXFairholme Capital Management
2024-12-31
3
10
1,182
1%
2025-03-11
Smead Value Fund SMVLXSmead Value Fund
2024-11-30
2
29
6,061
5%
2025-01-27
Steven Scruggs QRSIXFPA Queens Road Small Cap Value Fund
2024-12-31
2
51
730
11%
2025-01-15
T Rowe Price Equity Income Fund PRFDXT Rowe Price Equity Income Fund
2024-12-31
9
124
16,710
5%
2025-01-18
Third Avenue Value Fund TAVFXThird Avenue Value Fund
2024-10-31
0
31
668
5%
2024-12-20
Vanguard Health Care Fund VGHCXVanguard Health Care Fund
2024-09-30
4
90
47,638
9%
2024-11-14
Yacktman Focused Fund YAFFXYacktman Focused Fund
2024-12-31
0
41
2,677
3%
2025-01-18
Yacktman Fund YACKXYacktman Fund
2024-12-31
0
55
6,684
3%
2025-01-18
Total 9

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