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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 6.97 % PXD 6.73 % FANG 5.18 % PHYS 4.48 % GOOG 4.22 % VNT 3.42 % COHR 3.28 % SA 3.16 % SLB 3.16 % QCOM 3.09 %
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 20.10 % HLT 18.20 % QSR 17.24 % GOOG 13.27 % HHH 12.72 % CP 12.37 % GOOGL 6.11 %
Bill Gates	MSFT 33.49 % WM 16.38 % BRK.B 15.87 % CNI 15.75 % CAT 5.88 % DE 3.19 % ECL 2.63 % KOF 1.32 % WMT 1.19 % FDX 0.97 %
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 86.35 % EPD 10.50 % BRK.B 1.36 % OZK 0.98 % WRB 0.74 % BRK.A 0.04 % AAPL 0.03 %
Carl Icahn	IEP 52.51 % CVI 19.96 % SWX 7.04 % OXY.WS 5.96 % BHC 3.09 % IFF 2.71 % UAN 2.57 % DAN 1.52 % JBLU 1.10 % CNDT 1.08 %
Charles Brandes	ERJ 5.37 % WFC 3.32 % BAC 2.47 % CMCSA 2.36 % C 2.31 % FI 2.26 % CI 2.19 % MRK 2.09 % FDX 2.03 % MCK 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	BABA 12.05 % AMZN 10.22 % MSFT 8.72 % META 8.07 % NVDA 5.91 % GOOG 4.68 % AMD 4.36 % ORCL 4.28 % PDD 3.61 % BIDU 2.81 %
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	GOOGL 5.27 % AER 4.00 % AEL 2.53 % NVO 2.40 % CERE 1.92 % LBRDK 1.86 % AMZN 1.67 % CRH 1.60 % ARMK 1.57 % BKNG 1.52 %
Glenn Greenberg	ELV 17.85 % PRI 10.66 % FNF 10.08 % DFS 9.08 % APO 8.95 % SNX 7.24 % OMF 7.13 % JPM 5.44 % FG 5.16 % LAD 4.83 %
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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