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Top 10 Holdings of Gurus -

WFC - 5 GOOG - 4 CMCSA - 4 GOOGL - 4 MSFT - 4

Guru Name
Akre Capital Management
Arnold Van Den Berg
Barrow, Hanley, Mewhinney & Strauss
Bill Ackman
Bill Gates
Bill Nygren
Brandes Investment Partners, LP
Bruce Berkowitz
Carl Icahn
Chris Davis
Daily Journal Corp
David Einhorn
David Tepper
Dodge & Cox
Donald Smith & Co
First Eagle Investment
George Soros
Glenn Greenberg
HOTCHKIS & WILEY
Jefferies Group

Guru Name	Top 10 Holdings %
Guru Name	Top 10 Holdings %
Akre Capital Management	MA 16.87 % KKR 13.16 % MCO 12.61 % BN 9.43 % ORLY 9.18 % V 8.94 % AMT 8.73 % ROP 6.66 % CSGP 5.77 % DHR 3.53 %
Arnold Van Den Berg	BRK.B 5.77 % XOM 5.19 % PHYS 5.14 % COHR 4.24 % GOOG 4.00 % FANG 3.99 % LUMN 3.72 % BN 3.47 % EQT 3.19 % SW 2.80 %
Barrow, Hanley, Mewhinney & Strauss	CCL 3.06 % ETR 2.85 % APD 2.61 % ENB 2.61 % FIS 2.55 % KDP 2.32 % CMCSA 2.29 % AVTR 2.19 % MRK 2.13 % QCOM 2.01 %
Bill Ackman	BN 15.89 % QSR 11.88 % CMG 11.78 % HHH 11.50 % GOOG 11.39 % NKE 11.26 % HLT 10.66 % CP 8.54 % GOOGL 5.98 % SEG 1.11 %
Bill Gates	MSFT 28.55 % BRK.B 21.20 % WM 15.48 % CNI 13.25 % CAT 6.35 % DE 3.59 % ECL 2.91 % WMT 1.95 % FDX 1.70 % KOF 1.15 %
Bill Nygren	GOOGL 3.77 % C 3.52 % GM 3.39 % DE 3.26 % SCHW 3.14 % AIG 3.00 % ICE 2.81 % FI 2.79 % KR 2.69 % COF 2.61 %
Brandes Investment Partners, LP	CAE 4.23 % ERJ 3.65 % BAC 2.46 % FI 2.45 % WFC 2.41 % C 2.33 % MCK 2.27 % DOX 2.17 % CMCSA 2.11 % PFE 1.99 %
Bruce Berkowitz	JOE 78.38 % EPD 14.46 % OZK 2.42 % BRK.B 1.87 % ET 1.41 % WRB 1.29 % BRK.A 0.06 % AAPL 0.05 % OXY 0.04 % EOG 0.02 %
Carl Icahn	IEP 52.71 % CVI 16.85 % SWX 9.19 % IFF 4.28 % UAN 4.17 % BHC 3.77 % DAN 2.23 % JBLU 1.88 % AEP 1.50 % CZR 1.10 %
Chris Davis	COF 9.59 % META 8.48 % BRK.A 6.26 % AMZN 4.85 % VTRS 4.53 % AMAT 4.45 % MGM 4.01 % USB 4.00 % MKL 3.72 % WFC 3.53 %
Daily Journal Corp	WFC 47.40 % BAC 41.98 % BABA 7.90 % USB 2.73 %
David Einhorn	GRBK 27.51 % CNR 7.65 % BHF 7.01 % KD 6.70 % CNH 5.96 % PENN 5.86 % PTON 4.71 % VTRS 3.70 % HPQ 3.54 % ROIV 3.21 %
David Tepper	BABA 15.54 % AMZN 8.82 % PDD 8.04 % MSFT 6.33 % VST 5.76 % JD 5.61 % GOOG 5.54 % META 4.44 % ORCL 3.61 % FXI 3.13 %
Dodge & Cox	SCHW 3.85 % FI 3.85 % JCI 3.69 % RTX 3.00 % WFC 2.88 % MET 2.58 % CHTR 2.30 % FDX 2.27 % BKNG 2.27 % MSFT 2.22 %
Donald Smith & Co	AER 7.90 % GNW 4.34 % UNM 4.32 % EGO 4.30 % CIVI 4.15 % X 3.89 % IAG 3.85 % MHO 3.70 % JXN 3.24 % EQX 3.24 %
First Eagle Investment	META 4.63 % ORCL 4.57 % WTW 3.12 % HCA 3.02 % IMO 2.91 % CMCSA 2.86 % GOOG 2.84 % ELV 2.66 % PM 2.55 % TSM 2.49 %
George Soros	SW 7.79 % GOOGL 5.18 % AZN 4.25 % IWM 3.41 % GFL 2.93 % AER 2.92 % CRM 2.04 % JD 1.95 % AJG 1.75 % LBRDK 1.72 %
Glenn Greenberg	ELV 14.96 % SNX 12.10 % DFS 10.88 % OMF 9.65 % FNF 8.34 % AN 6.17 % RYAAY 6.08 % LEN 6.02 % PRI 5.77 % FG 5.57 %
HOTCHKIS & WILEY	FFIV 4.25 % C 3.25 % ERIC 2.96 % APA 2.72 % WFC 2.47 % WDAY 2.20 % ELV 2.18 % MDT 2.03 % CMCSA 1.99 % GM 1.94 %
Jefferies Group	SPY 3.99 % IWM 2.68 % AMZN 2.31 % GOOGL 2.30 % MSFT 1.62 % SPIB 1.02 % HYG 0.96 % AAPL 0.93 % WYNN 0.88 % NVDA 0.81 %

*The total number of stocks may be less than 10

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