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Top 10 Holdings of Gurus -

WFC - 6 GOOG - 4 CMCSA - 4 BRK.B - 3 ELV - 3

Guru Name
Arnold Van Den Berg
Barrow, Hanley, Mewhinney & Strauss
Bill Ackman
Bill Gates
Bill Nygren
Bruce Berkowitz
Carl Icahn
Charles Brandes
Chris Davis
Chuck Akre
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 %
Arnold Van Den Berg	BRK.B 7.11 % PXD 6.57 % FANG 4.67 % GOOG 4.58 % PHYS 3.77 % MKL 3.75 % SLB 3.31 % ATKR 3.30 % QCOM 2.98 % VNT 2.96 %
Barrow, Hanley, Mewhinney & Strauss	VRT 3.68 % MRK 2.75 % CMCSA 2.74 % FIS 2.72 % ENB 2.71 % QCOM 2.66 % APD 2.40 % AVGO 2.26 % ELV 2.22 % ETR 2.19 %
Bill Ackman	CMG 18.15 % QSR 17.55 % HLT 16.08 % HHH 15.51 % GOOG 12.71 % CP 11.48 % GOOGL 5.85 % LOW 2.67 %
Bill Gates	MSFT 33.98 % BRK.B 16.80 % CNI 16.29 % WM 14.92 % CAT 5.14 % DE 3.36 % ECL 2.45 % KOF 1.39 % WMT 1.13 % FDX 0.92 %
Bill Nygren	GOOGL 3.47 % COF 2.98 % ICE 2.93 % WFC 2.74 % COP 2.72 % KKR 2.69 % IQV 2.57 % CMCSA 2.52 % AIG 2.52 % FI 2.47 %
Bruce Berkowitz	JOE 87.58 % EPD 8.81 % BRK.B 2.81 % WRB 0.57 % OZK 0.16 % BRK.A 0.03 % AAPL 0.03 %
Carl Icahn	IEP 57.94 % CVI 18.52 % SWX 6.40 % OXY.WS 5.88 % BHC 2.55 % FE 1.98 % DAN 1.91 % CNDT 1.28 % AEP 0.90 % SD 0.60 %
Charles Brandes	ERJ 4.93 % WFC 3.15 % GRFS 2.38 % BAC 2.35 % CMCSA 2.31 % MCK 2.14 % WTW 2.12 % CX 2.11 % FI 2.03 % C 2.01 %
Chris Davis	META 8.38 % COF 8.07 % WFC 7.64 % BRK.A 6.57 % AMZN 5.83 % AMAT 5.39 % HUM 3.87 % VTRS 3.85 % JPM 3.62 % USB 3.55 %
Chuck Akre	MA 18.37 % MCO 14.48 % KKR 12.38 % AMT 10.13 % ORLY 9.23 % V 7.55 % ROP 7.17 % BN 6.22 % CSGP 5.80 % DHR 3.67 %
Daily Journal Corp	WFC 46.22 % BAC 42.80 % BABA 7.96 % USB 3.01 %
David Einhorn	GRBK 28.92 % CEIX 10.34 % BHF 7.86 % KD 6.45 % THC 4.86 % ODP 4.81 % ALIT 3.85 % GLD 3.61 % TECK 3.20 % LIVN 3.11 %
David Tepper	META 11.31 % MSFT 11.04 % AMZN 10.36 % NVDA 6.76 % UBER 6.38 % BABA 5.82 % GOOG 5.60 % AMD 5.12 % INTC 3.99 % FDX 2.84 %
Dodge & Cox	WFC 3.87 % SCHW 3.62 % FI 3.21 % JCI 3.03 % OXY 3.00 % CI 2.77 % GOOG 2.73 % RTX 2.51 % MET 2.43 % MSFT 2.32 %
Donald Smith & Co	AER 8.24 % MHO 4.73 % UNM 4.57 % EGO 4.56 % X 4.17 % JXN 3.65 % GNW 3.62 % CIVI 3.55 % TMHC 3.50 % JEF 2.93 %
First Eagle Investment	ORCL 4.05 % META 3.92 % IMO 3.51 % XOM 3.49 % HCA 3.41 % WTW 3.41 % SLB 3.35 % CMCSA 3.15 % FMX 2.87 % TSM 2.80 %
George Soros	SPLK 4.68 % IWM 4.68 % AER 3.57 % GOOGL 3.31 % NVO 3.13 % LBRDK 2.18 % CRH 1.96 % AEL 1.78 % AMZN 1.65 % SPY 1.53 %
Glenn Greenberg	ELV 19.76 % FNF 11.50 % PRI 10.38 % APO 10.01 % OMF 7.53 % DFS 7.06 % FG 6.82 % JPM 6.72 % LAD 6.47 % RJF 5.69 %
HOTCHKIS & WILEY	C 3.23 % WFC 3.16 % FFIV 3.15 % APA 2.80 % ERIC 2.78 % GM 2.73 % ELV 2.59 % MRO 2.15 % MDT 2.10 % FIS 2.07 %
Jefferies Group	SPY 4.00 % QQQ 1.30 % V 1.24 % IWM 1.15 % HLMN 1.00 % VOO 0.80 % XBI 0.74 % NVDA 0.64 % DAL 0.53 % ARGX 0.51 %

*The total number of stocks may be less than 10

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