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Top 10 Holdings of Gurus -

WFC - 4 META - 4 BN - 3 BRK.B - 3 GOOG - 3

Guru Name
Akre Capital Management
Arnold Van Den Berg
Barrow, Hanley, Mewhinney & Strauss
Bill Ackman
Bill Gates
Bill Nygren
Brandes Investment Partners, LP
Bruce Berkowitz
Carl Icahn
Chris Davis
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 %
Akre Capital Management	MA 17.56 % ORLY 11.90 % MCO 10.90 % V 10.70 % KKR 9.83 % BN 9.62 % ROP 8.22 % CSGP 7.09 % AMT 5.42 % DHR 3.50 %
Arnold Van Den Berg	PHYS 6.43 % XOM 5.92 % BRK.B 4.76 % FANG 4.01 % EQT 3.84 % BN 3.35 % IBM 3.23 % GOOG 3.22 % COHR 3.01 % LUMN 2.92 %
Barrow, Hanley, Mewhinney & Strauss	ETR 3.02 % MRK 2.54 % KDP 2.49 % CCL 2.48 % FIS 2.42 % APD 2.33 % PNW 2.23 % AIG 2.11 % XOM 2.09 % QCOM 2.02 %
Bill Ackman	UBER 18.50 % BN 18.01 % QSR 12.85 % HHH 11.71 % CMG 9.07 % CP 8.71 % GOOG 8.28 % GOOGL 5.75 % HLT 5.72 % SEG 0.90 %
Bill Gates	MSFT 25.55 % BRK.B 21.88 % WM 17.85 % CNI 12.78 % CAT 5.80 % DE 3.99 % ECL 3.16 % WMT 1.91 % FDX 1.48 % KOF 1.36 %
Bill Nygren	AIG 3.45 % GOOGL 3.40 % SCHW 3.32 % C 3.17 % COP 2.99 % GM 2.97 % ICE 2.96 % DE 2.90 % PSX 2.86 % WTW 2.50 %
Brandes Investment Partners, LP	CAE 3.54 % ERJ 3.21 % MCK 2.25 % CI 2.25 % DOX 2.14 % BAC 2.11 % WFC 2.10 % FI 2.08 % CMCSA 2.07 % C 2.06 %
Bruce Berkowitz	JOE 78.07 % EPD 15.31 % OZK 2.26 % BRK.B 2.14 % WRB 1.53 % ET 0.25 % OXY 0.22 % BRK.A 0.07 % FANG 0.05 % AAPL 0.04 %
Carl Icahn	IEP 54.55 % CVI 17.76 % SWX 7.22 % UAN 4.12 % IFF 3.89 % BHC 3.00 % DAN 2.54 % JBLU 2.16 % AEP 1.76 % CZR 0.81 %
Chris Davis	COF 9.30 % META 7.34 % BRK.A 7.17 % CVS 4.51 % AMAT 4.18 % MKL 4.00 % AMZN 3.86 % USB 3.62 % MGM 3.56 % HUM 3.56 %
Daily Journal Corp	WFC 47.02 % BAC 38.69 % BABA 11.95 % USB 2.34 %
David Einhorn	GRBK 27.96 % CNR 8.62 % BHF 8.23 % KD 6.58 % PENN 5.18 % CNH 5.02 % HPQ 4.23 % TECK 3.69 % DHT 3.52 % CPRI 3.48 %
David Tepper	BABA 14.56 % PDD 6.17 % AMZN 5.70 % JD 3.95 % META 3.78 % GOOG 3.75 % VST 3.22 % UBER 2.78 % FXI 2.39 % NRG 2.33 %
Dodge & Cox	SCHW 3.96 % FI 3.85 % JCI 3.23 % RTX 3.20 % CVS 2.84 % MET 2.47 % CHTR 2.42 % WFC 2.36 % SNY 2.31 % OXY 2.27 %
Donald Smith & Co	AER 8.25 % EGO 5.14 % GNW 4.71 % IAG 4.41 % X 4.37 % EQX 4.02 % CIVI 3.89 % UNM 3.87 % MHO 3.59 % JXN 3.42 %
First Eagle Investment	META 4.26 % ORCL 3.58 % HCA 3.26 % IMO 3.18 % WTW 3.12 % WPM 3.01 % PM 2.98 % ELV 2.94 % CMCSA 2.73 % BDX 2.64 %
George Soros	SW 6.10 % AZN 3.98 % SPY 3.47 % GFL 2.90 % AER 2.58 % FLUT 2.54 % AEP 1.90 % LBRDK 1.88 % ETR 1.85 % CRM 1.82 %
Glenn Greenberg	ELV 15.72 % SNX 9.71 % OMF 8.22 % SLM 6.36 % DFS 6.29 % LEN 5.76 % PRI 5.44 % MPLX 5.35 % RYAAY 5.31 % FNF 5.27 %
HOTCHKIS & WILEY	FFIV 4.79 % C 3.00 % ERIC 2.80 % WDAY 2.71 % AIG 2.65 % ELV 2.58 % APA 2.56 % CMCSA 2.42 % WFC 2.36 % NOV 2.06 %
Jefferies Group	SPY 4.14 % AAPL 1.33 % QQQ 1.30 % ARGX 1.15 % IWM 1.02 % MA 1.01 % VICI 0.81 % META 0.75 % EQT 0.71 % AR 0.65 %

*The total number of stocks may be less than 10

40/Page

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