Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
Warren Buffett | 2024-05-02 | CB | LSXMK LSXMA OXY | LPX SIRI CVX | 2024-05-16 | Berkshire Hathaway Inc | |
Bill Gates | 2024-03-31 | MSFT BRK.B | 2024-05-16 | Bill & Melinda Gates Foundation Trust | |||
Bill Ackman | 2024-04-29 | CMG | LOW | 2024-05-16 | Pershing Square Capital Management, L.P. | ||
Joel Greenblatt | 2024-03-31 | SUPN QRVO GTLS | NOW FSM QDEL | BX SR ACGL | CNXC BBIO COPX | 2024-05-16 | Gotham Asset Management, LLC |
Private Capital | 2024-05-06 | LKQ NTR MDY | WMT PUTW ASLE | QQQ ABBV NEE | MOS ADP PPC | 2024-05-16 | Private Capital Management |
Glenn Greenberg | 2024-03-31 | MA SNX | AN DFS OMF | JPM MSFT PRI | ABG KEY RJF | 2024-05-16 | Brave Warrior Advisors, LLC |
Bruce Berkowitz | 2024-05-07 | OZK EPD | BRK.B JOE | 2024-05-16 | Fairholme Capital Management | ||
David Tepper | 2024-03-31 | FXI JD ADBE | BIDU UPS BABA | ET META FDX | MHK MAS OC | 2024-05-16 | Appaloosa LP |
Ron Baron | 2024-03-31 | RDNT TME EXPO | DLR TMO CERT | VAC CG LLY | VLTO SPY VTR | 2024-05-16 | Baron Funds |
Mason Hawkins | 2024-03-31 | PCH | IAC CNX WBD | LYV WTM K | FBIN KNF DOOR | 2024-05-16 | Southeastern Asset Management |
Kahn Brothers | 2024-03-31 | AM GBCI EGLE | TPHS SEB OGN | BP ZDGE IDT | T CMCSA BB | 2024-05-15 | Kahn Brothers |
Tiger Management | 2024-03-31 | VOO | CPNG CART | 2024-05-15 | Tiger Management | ||
Charles Brandes | 2024-03-31 | NWN SR HTLD | SFM TRU BABA | TIMB AVDL TSM | VTV AMAT NXT | 2024-05-15 | Brandes Investment |
Mario Gabelli | 2024-03-31 | SYK IONQ VATE | APTV SPLP GM | AEM AYI PAR | DISH IMGN NYCB | 2024-05-15 | GAMCO Investors |
Leon Cooperman | 2024-03-31 | PHX SE KBR | LVS MP VGK | EFC VRT | PXD SCHO | 2024-05-15 | Omega Advisors |
Seth Klarman | 2024-03-31 | EXP GDS FTRE | GOOG HLF CLVT | LSXMA CRH LSXMK | TSEM SSNC GTX | 2024-05-15 | The Baupost Group |
Robert Karr | 2024-03-31 | BMBL MTCH | BROS ADBE SHLS | ADSK NXT | RIVN INTU | 2024-05-15 | Joho Capital |
Arnold Van Den Berg | 2024-03-31 | CME PXE CPNG | SPXS CVX REI | MA URA MCO | POWL MKL | 2024-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2024-04-10 | SPR | LBRDK ORLA CPRI | TFII CCAP FHN | EPAM ICD DENN | 2024-05-15 | Fairfax Financial Holdings |
Yale University | 2024-03-31 | COIN DOOO | VCTR ALUR UDMY | 2024-05-15 | Yale University | ||
Ruane Cunniff | 2024-03-31 | AXP | GPI | SCHW TSM MSFT | 2024-05-15 | Ruane, Cunniff & Goldfarb L.P. | |
John Rogers | 2024-03-31 | COF APTV VWO | PDCO NVST GCMG | JHG MANU NTRS | DOX ACWX FTRE | 2024-05-15 | Ariel Investment, LLC |
HOTCHKIS & WILEY | 2024-03-31 | KLG PLOW HTBK | ACT DIOD TRTX | HI MHO WAL | IRWD HES FWRD | 2024-05-15 | Hotchkis & Wiley Capital Management LLC |
Keeley-Teton Advisors, LLC | 2024-03-31 | FHI FTAI CP | MDU COLB NBHC | NPO VVV AMP | ITW COCHW BMY | 2024-05-15 | Keeley-Teton Advisors, LLC |
Dodge & Cox | 2024-03-31 | FLUT KSPI SATS | AEG AVTR MET | GE TMUS META | JXN VLTO DISH | 2024-05-14 | Dodge & Cox |
Chris Davis | 2024-03-31 | MGM BEKE REXR | ORCL YOU WFC | LTRPA ETN IVE | 2024-05-14 | Davis Selected Advisers | |
Mohnish Pabrai | 2024-03-31 | AMR | HCC ARCH CEIX | 2024-05-14 | Dalal Street, LLC | ||
Chuck Akre | 2024-03-31 | UBER CCCS | CSGP | KKR DLTR BAM | 2024-05-14 | Akre Capital Management, LLC | |
Jefferies Group | 2024-03-31 | ATEX BXMT AMP | LITE CPNG OUST | SSD BSX FLWS | DBRG ME ZFOX | 2024-05-14 | Leucadia National |
Robert Bruce | 2024-03-31 | BG ADM | VICR DAR | XEL UHAL.B KOD | 2024-05-14 | Bruce & Co. | |
Barrow, Hanley, Mewhinney & Strauss | 2024-03-31 | FLR J SATS | SVC IFF KMT | CBT CDP TILE | PLCE DE IIIN | 2024-05-13 | Barrow, Hanley, Mewhinney & Strauss |
Wallace Weitz | 2024-03-31 | VRSN | CMCSA DHR GPN | IT LSXMK LIN | MKL LILAK | 2024-05-13 | Weitz Investment Management Inc |
Third Avenue Management | 2024-03-31 | LAZ | AMH RYN SUI | TPHS DB HBB | FIX SPHR | 2024-05-13 | Third Avenue Management |
Donald Smith & Co | 2024-03-31 | CRBG | AER IAG EGO | RDN HOFT C | CLS CPLP TGH | 2024-05-13 | Donald Smith & Co. |
Ken Fisher | 2024-03-31 | JEPQ SPXX SHC | USMV EW EBAY | XLE TTEK IWD | ITOT WKHS BIV | 2024-05-09 | Fisher Asset Management, LLC |
First Eagle Investment | 2024-03-31 | RS TILE SMHI | CNI OPCH LNC | ZIMV FTAI LTRX | PGTI ALEX ICL | 2024-05-09 | First Eagle Investment Management, LLC |
Tweedy Browne | 2024-03-31 | NVST | CNXC TFC BAC | KVUE CSL SEE | THO | 2024-05-07 | Tweedy Browne CO LLC |
Richard Pzena | 2024-03-31 | HLI DG INTC | NOK MDT QRVO | PHG SMFG KEY | ORCL SKX FLEX | 2024-05-04 | Pzena Investment Management LLC |
Tom Gayner | 2024-03-31 | HSY MAR YUM | HCA ROL TGT | SRCL | IFF | 2024-05-04 | Markel Gayner Asset Management Corp |
Vanguard Health Care Fund | 2024-03-31 | AKRO APGE QGEN | PRTA PCVX ALC | LLY SHSE:603259 HCA | TSE:7747 RYZB KRTX | 2024-05-03 | Vanguard Health Care Fund |
Yacktman Asset Management | 2024-03-31 | AON K TDY | KVUE OLN CRMT | INGR LHX BK | USB WFRD | 2024-05-02 | Yacktman Asset Management |
Smead Value Fund | 2024-02-29 | EBAY AMGN QCOM | 2024-04-26 | Smead Value Fund | |||
Ronald Muhlenkamp | 2024-03-31 | URI TGNA NEM | 2024-04-23 | Muhlenkamp & Co Inc | |||
Robert Olstein | 2024-03-31 | GD APTV MIDD | SWK IART WCC | SPGI BRC CBRL | MCD MMC | 2024-04-19 | Olstein Capital Management, L.P. |
T Rowe Price Equity Income Fund | 2024-03-31 | BMY BKR REXR | EQT XOM C | MDLZ USB MRK | WELL META CG | 2024-04-17 | T Rowe Price Equity Income Fund |
Yacktman Fund | 2024-03-31 | DAR K | EAF | CL ELV PXD | WFRD | 2024-04-15 | Yacktman Fund |
Yacktman Focused Fund | 2024-03-31 | K | KVUE | UHAL.B LSE:ABF UHAL | WFRD | 2024-04-15 | Yacktman Focused Fund |
Steven Scruggs | 2024-03-31 | JBT | DAR UPBD LEVI | CSWI FN KNF | OMI | 2024-04-11 | FPA Queens Road Small Cap Value Fund |
Daily Journal Corp | 2024-03-31 | WFC BABA USB | 2024-04-05 | Daily Journal | |||
Third Avenue Value Fund | 2024-01-31 | MEX:BOLSAA | LSE:SFOR HKSE:00001 XTER:MBG | HCC BSP:UGPA3 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