Guru Name | # new stocks | # stocks | 13F/Portfolio Date | 13D/13G Date | 10-Y Avrg Return % | Q/Q Turnover % | Value ($Mil) | Portfolio | Type |
---|---|---|---|---|---|---|---|---|---|
Guru Name | # new stocks | # stocks | 13F/Portfolio Date | 13D/13G Date | 10-Y Avrg Return % | Q/Q Turnover % | Value ($Mil) | Portfolio | Type |
Robert Bruce | 2 | 41 | 2025-03-31 | 2015-11-17 | 5.80% | 2.00% | 311.000 | Bruce & Co. | Institutional Investment Manager |
Mario Gabelli | 27 | 829 | 2025-03-31 | 2015-05-08 | 7.20% | 1.00% | 9076.000 | GAMCO Investors | Institutional Investment Manager |
Robert Olstein | 3 | 98 | 2025-03-31 | - | 5.80% | 8.00% | 543.000 | Olstein Capital Management, L.P. | Institutional Investment Manager |
Ronald Muhlenkamp | 1 | 26 | 2025-03-31 | - | 7.20% | 2.00% | 306.000 | Muhlenkamp & Co Inc | Institutional Investment Manager |
Bill Nygren | 2 | 54 | 2025-03-31 | - | 11.80% | 7.00% | 22362.000 | Oakmark Fund | Mutual Fund |
Third Avenue Value Fund | 0 | 31 | 2025-04-30 | - | 6.80% | 6.00% | 630.000 | Third Avenue Value Fund | Mutual Fund |
Keeley-Teton Advisors, LLC | 9 | 362 | 2025-03-31 | - | 7.20% | 7.00% | 825.000 | Keeley-Teton Advisors, LLC | Institutional Investment Manager |
Yacktman Fund | 0 | 51 | 2025-03-31 | - | 8.80% | 0% | 6082.000 | Yacktman Fund | Mutual Fund |
Steven Scruggs | 1 | 51 | 2025-03-31 | - | 0% | 11.00% | 732.000 |
FPA Queens Road Small Cap Value Fund
FPA Queens Road Small Cap Value Fund
| Mutual Fund |
Arnold Van Den Berg | 4 | 102 | 2025-03-31 | - | - | 5.00% | 327.000 | Van Den Berg Management I, Inc | Institutional Investment Manager |
Yacktman Focused Fund | 0 | 39 | 2025-03-31 | - | 8.60% | 0% | 2335.000 | Yacktman Focused Fund | Mutual Fund |
Daily Journal Corp | 0 | 4 | 2025-03-31 | - | - | 0% | 216.000 | Daily Journal | Institutional Investment Manager |
Joel Greenblatt | 268 | 1542 | 2025-03-31 | - | 6.20% | 23.00% | 11984.000 | Gotham Asset Management, LLC | Institutional Investment Manager |
T Rowe Price Equity Income Fund | 3 | 125 | 2025-03-31 | - | 8.40% | 3.00% | 16506.000 | T Rowe Price Equity Income Fund | Mutual Fund |
Vanguard Health Care Fund | 2 | 85 | 2025-03-31 | - | 7.30% | 4.00% | 38204.000 | Vanguard Health Care Fund | Mutual Fund |
Smead Value Fund | 1 | 30 | 2025-02-28 | - | 10.50% | 1.00% | 5342.000 | Smead Value Fund | Mutual Fund |
Total 56