Tutorial

Top 10 Holdings of Gurus -

WFC - 7 FDX - 5 GOOG - 4 MSFT - 4 AMZN - 4

Guru Name
Arnold Van Den Berg
Barrow, Hanley, Mewhinney & Strauss
Bill Ackman
Bill Gates
Bill Nygren
Bruce Berkowitz
Carl Icahn
Charles Brandes
Charlie Munger
Chris Davis
Chuck Akre
David Einhorn
David Tepper
Dodge & Cox
Donald Smith & Co
Edward Lampert
First Eagle Investment
George Soros
Glenn Greenberg
HOTCHKIS & WILEY

Guru Name	Top 10 Holdings %
Guru Name	Top 10 Holdings %
Arnold Van Den Berg	BRK.B 7.61 % PXD 7.11 % GOOG 4.75 % FANG 4.70 % ATKR 4.03 % SLB 3.90 % MKL 3.84 % POWL 2.88 % VNT 2.63 % PHYS 2.62 %
Barrow, Hanley, Mewhinney & Strauss	MRK 3.37 % APD 3.17 % ORCL 2.66 % CMCSA 2.62 % HES 2.57 % FIS 2.36 % ELV 2.26 % JBHT 2.24 % WFC 2.11 % APTV 2.09 %
Bill Ackman	LOW 19.64 % CMG 17.21 % QSR 15.90 % HLT 12.82 % HHC 12.52 % CP 11.48 % GOOG 8.21 % GOOGL 2.22 %
Bill Gates	MSFT 31.05 % CNI 17.74 % BRK.B 16.67 % WM 15.77 % CAT 4.62 % DE 4.44 % ECL 2.37 % KOF 1.37 % WMT 1.22 % FDX 0.96 %
Bill Nygren	GOOGL 3.90 % KKR 3.42 % ORCL 2.95 % AMZN 2.68 % CRM 2.66 % WFC 2.52 % META 2.47 % C 2.45 % COF 2.41 % ICE 2.38 %
Bruce Berkowitz	JOE 83.08 % EPD 8.96 % CMC 5.15 % BRK.B 1.52 % C 0.32 % ET 0.28 % INTC 0.26 % WBA 0.21 % MMP 0.13 % AAPL 0.06 %
Carl Icahn	IEP 70.43 % CVI 10.60 % FE 3.45 % OXY.WS 3.07 % SWX 2.98 % XRX 2.39 % NWL 1.69 % BHC 1.28 % DAN 0.98 % LNG 0.72 %
Charles Brandes	ERJ 6.43 % CX 4.11 % WFC 2.93 % FISV 2.48 % BAC 2.37 % CMCSA 2.33 % CVX 2.31 % FDX 2.27 % C 2.24 % DOX 2.24 %
Charlie Munger	BAC 40.86 % WFC 36.96 % BABA 19.04 % USB 3.14 %
Chris Davis	META 8.78 % WFC 7.50 % COF 6.84 % BRK.A 6.26 % AMAT 5.80 % AMZN 5.64 % BK 3.91 % USB 3.70 % JPM 3.61 % VTRS 3.50 %
Chuck Akre	MA 18.77 % MCO 15.36 % AMT 12.58 % V 9.76 % ORLY 8.83 % KKR 7.01 % ROP 6.42 % BN 5.22 % CSGP 4.31 % ADBE 4.07 %
David Einhorn	GRBK 31.64 % CEIX 8.60 % BHF 7.49 % KD 6.82 % TECK 4.94 % THC 4.61 % ODP 3.99 % GPN 3.43 % CPRI 3.18 % BKI 2.89 %
David Tepper	GOOG 11.59 % AMZN 10.91 % UBER 10.05 % CEG 8.67 % META 7.84 % ET 6.72 % M 5.54 % EQT 4.30 % FDX 4.22 % MSFT 3.96 %
Dodge & Cox	OXY 3.92 % GOOG 3.08 % WFC 3.07 % SNY 3.06 % SCHW 2.80 % FISV 2.79 % FDX 2.63 % JCI 2.55 % MSFT 2.39 % COF 2.30 %
Donald Smith & Co	AER 8.07 % UNM 5.53 % TMHC 5.45 % MHO 4.79 % CIVI 4.23 % EGO 3.79 % JEF 3.52 % X 3.42 % TGH 3.35 % IAG 3.32 %
Edward Lampert
First Eagle Investment	ORCL 5.08 % XOM 3.90 % SLB 3.57 % CMCSA 3.28 % META 3.25 % IMO 3.22 % HCA 3.20 % WTW 3.04 % FMX 2.77 % CHRW 2.59 %
George Soros	HZNP 10.12 % LQD 7.48 % GOOGL 4.15 % FHN 3.66 % LBRDK 3.20 % AMZN 2.06 % FEZ 1.74 % RIVN 1.56 % BOWL 1.43 % AWK 1.31 %
Glenn Greenberg	APO 15.45 % ELV 15.43 % PRI 11.46 % FNF 9.82 % LAD 7.57 % JPM 6.84 % RJF 6.28 % OMF 6.07 % URI 5.40 % DHI 4.78 %
HOTCHKIS & WILEY	FFIV 3.15 % AIG 2.94 % MSFT 2.94 % WFC 2.93 % C 2.92 % APA 2.38 % GM 2.32 % ELV 2.29 % FDX 2.25 % GE 2.14 %

*The total number of stocks may be less than 10

40/Page

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