Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
Ken Fisher | 2024-03-31 | SCHI IBTJ COWZ | AVAV PACB PRU | WAB LULU MTRN | SDY SJM MCHP | 2024-05-09 | Fisher Asset Management, LLC |
First Eagle Investment | 2024-03-31 | MEC THR ETD | WLK BRK.B HUN | MDC UFI IMO | TCS AAN QDEL | 2024-05-09 | First Eagle Investment Management, LLC |
Bruce Berkowitz | 2024-05-07 | JOE | 2024-05-08 | Fairholme Capital Management | |||
Private Capital | 2024-05-06 | PWFL | 2024-05-07 | Private Capital Management | |||
Tweedy Browne | 2024-03-31 | NVST | CNHI BAC CNXC | FMC USB TTE | THO | 2024-05-07 | Tweedy Browne CO LLC |
Richard Pzena | 2024-03-31 | CHRW ALB SHYF | VREX KB MGA | WBS GD WSFS | INGR TRV FLEX | 2024-05-04 | Pzena Investment Management LLC |
Tom Gayner | 2024-03-31 | APD MAR NSP | SCHW URI TSN | SRCL | IFF | 2024-05-04 | Markel Gayner Asset Management Corp |
Vanguard Health Care Fund | 2024-03-31 | ISRG XSWX:GALD STVN | LEGN ARGX CLDX | CNC EW ALGN | TSE:7747 RYZB HKSE:02359 | 2024-05-03 | Vanguard Health Care Fund |
Yacktman Asset Management | 2024-03-31 | V K DAR | EBAY DVN LEGH | MU AWI VZ | USB WFRD | 2024-05-02 | Yacktman Asset Management |
Warren Buffett | 2024-05-02 | LSXMK LSXMA | 2024-05-02 | Berkshire Hathaway Inc | |||
Bill Ackman | 2024-04-29 | QSR | 2024-04-30 | Pershing Square Capital Management, L.P. | |||
Smead Value Fund | 2024-02-29 | AXP WBD HD | 2024-04-26 | Smead Value Fund | |||
Ronald Muhlenkamp | 2024-03-31 | EQT NEM MTZ | 2024-04-23 | Muhlenkamp & Co Inc | |||
Carl Icahn | 2024-04-22 | IEP | 2024-04-23 | Icahn Capital Management LP | |||
Robert Olstein | 2024-03-31 | PLOW APTV MIDD | JOUT VNT DE | GTES MA WNC | MMC MCD | 2024-04-19 | Olstein Capital Management, L.P. |
T Rowe Price Equity Income Fund | 2024-03-31 | BKR REXR BMY | HON MMM KMB | EOG QCOM MDLZ | CG META WELL | 2024-04-17 | T Rowe Price Equity Income Fund |
Yacktman Fund | 2024-03-31 | K DAR | EAF | PG ORCL NWSA | WFRD | 2024-04-15 | Yacktman Fund |
Yacktman Focused Fund | 2024-03-31 | K | KVUE | ORCL PXD UHAL | WFRD | 2024-04-15 | Yacktman Focused Fund |
Steven Scruggs | 2024-03-31 | JBT | AAN UGI UPBD | FSTR CSWI GGG | OMI | 2024-04-11 | FPA Queens Road Small Cap Value Fund |
Prem Watsa | 2024-04-10 | CCAP | 2024-04-10 | Fairfax Financial Holdings | |||
Daily Journal Corp | 2024-03-31 | USB WFC BAC | 2024-04-05 | Daily Journal | |||
Third Avenue Value Fund | 2024-01-31 | MEX:BOLSAA | HKSE:00001 LSE:SFOR LSE:BIRG | BSP:UGPA3 OSL:SUBC TDW | LSE:ASHM HCTPF | 2024-03-22 | Third Avenue Value Fund |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks