Customized Guru List Demo
Mutual Funds
Total 9
| Guru Name |
|---|
| Guru Name |
| Bill Nygren |
| Bruce Berkowitz |
| Smead Value Fund |
| Steven Scruggs |
| T Rowe Price Equity Income Fund |
| Third Avenue Value Fund |
| Vanguard Health Care Fund |
| Yacktman Focused Fund |
| Yacktman Fund |
| Guru Name | Fund Ticker | Firm | 13F/Portfolio Date | # new stocks | # stocks | Value ($Mil) | Q/Q Turnover % | Last Update |
|---|---|---|---|---|---|---|---|---|
| Guru Name | Fund Ticker | Firm | 13F/Portfolio Date | # new stocks | # stocks | Value ($Mil) | Q/Q Turnover % | Last Update |
| Bill Nygren | OAKMX | Oakmark Fund | 2024-12-31 | 5 | 52 | 21,875 | 8% | 2025-03-01 |
| Bruce Berkowitz | FAIRX | Fairholme Capital Management | 2024-12-31 | 3 | 10 | 1,182 | 1% | 2025-03-11 |
| Smead Value Fund | SMVLX | Smead Value Fund | 2024-11-30 | 2 | 29 | 6,061 | 5% | 2025-01-27 |
| Steven Scruggs | QRSIX | FPA Queens Road Small Cap Value Fund | 2025-03-31 | 1 | 51 | 732 | 11% | 2025-04-15 |
| T Rowe Price Equity Income Fund | PRFDX | T Rowe Price Equity Income Fund | 2025-03-31 | 3 | 125 | 16,506 | 3% | 2025-04-17 |
| Third Avenue Value Fund | TAVFX | Third Avenue Value Fund | 2025-01-31 | 1 | 31 | 634 | 7% | 2025-03-26 |
| Vanguard Health Care Fund | VGHCX | Vanguard Health Care Fund | 2024-09-30 | 4 | 90 | 47,638 | 9% | 2024-11-14 |
| Yacktman Focused Fund | YAFFX | Yacktman Focused Fund | 2025-03-31 | 0 | 39 | 2,335 | 0% | 2025-04-15 |
| Yacktman Fund | YACKX | Yacktman Fund | 2025-03-31 | 0 | 51 | 6,082 | 0% | 2025-04-15 |
Total 9
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