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Gurus

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Denotes Emerging Manager
Name of Fund AUM 13-F Portfolio Value Last 13-F Filed # Positions Concentration in Top 10 % Change (QoQ)
ABRAMS CAPITAL MANAGEMENT, L.P.$10.05 billion$21.92 billionQ2 20261199.96%372.57%
AEGIS FINANCIAL CORP$341.41 million$633.22 millionQ2 20263958.50%9.09%
AQUAMARINE ZURICH AG$144.09 millionQ2 20267100.00%6.50%
ARIEL INVESTMENTS, LLC$13.39 billion$10.03 billionQ2 20261066.55%12.26%
AZORA CAPITAL LP$2.37 billionQ2 20264752.67%56.10%
BARROW HANLEY MEWHINNEY & STRAUSS LLC$49.87 billion$32.98 billionQ2 20263699.00%8.07%
BAUPOST GROUP LLC/MA$24.77 billion$21.66 billionQ2 20262374.90%323.50%
BERKSHIRE HATHAWAY INC$299.25 billionQ2 20262924.37%13.74%
BRANDES INVESTMENT PARTNERS, LP$0.01 million$14.26 billionQ2 20261933.13%0.96%
BRIGHTLINE CAPITAL MANAGEMENT, LLC$196.42 million$461.53 millionQ2 20261198.56%36.49%
BROYHILL ASSET MANAGEMENT, LLC$112.47 millionQ2 20267748.65%3.92%
BRUCE & CO., INC.$473.95 million$369.50 millionQ2 20264160.60%5.67%
CANYON CAPITAL ADVISORS LLC$13.65 billion$882.02 millionQ2 20262285.55%14.25%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CLAYTON PARTNERS LLC $151.87 million$152.18 millionQ2 20264448.91%10.63%
COLISEUM CAPITAL MANAGEMENT, LLC$2.55 billion$1.16 billionQ2 20261198.55%-4.73%
CONIFER MANAGEMENT, L.L.C.$4.60 billion$606.66 millionQ2 2026699.99%15.81%
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$283.86 millionQ2 20267068.51%134.34%
DALAL STREET, LLC$798.27 million$326.75 millionQ2 20264100.01%-22.73%
DAVIS SELECTED ADVISERS$22.94 billion$23.29 billionQ2 202611248.78%6.92%
DODGE & COX$362.99 billion$764.03 billionQ2 202622227.86%319.85%
DONALD SMITH & CO., INC.$4.03 billion$5.65 billionQ2 20266642.52%1.65%
EDGEPOINT INVESTMENT GROUP INC.$26.20 billion$13.23 billionQ2 20263967.84%6.09%
EQUITY INVESTMENT CORP$2.65 billion$5.24 billionQ2 20267630.83%2.65%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$2.64 billionQ2 20263290.74%35.82%
FAIRHOLME CAPITAL MANAGEMENT LLC$1.83 billion$1.49 billionQ2 20261399.74%-1.61%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.75 billion$1.90 billionQ2 202620546.94%2.92%
FARALLON CAPITAL MANAGEMENT, L.L.C.$42.65 billion$21.68 billionQ2 20268962.15%13.69%
FIR TREE CAPITAL MANAGEMENT LP$1.98 billion$21.81 millionQ2 20251100.00%333.62%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC$91.40 billion$120.67 billionQ2 20264254.46%104.53%
FIRST PACIFIC ADVISORS, LP$24.80 billion$8.09 billionQ2 20267550.80%13.30%
GATOR CAPITAL MANAGEMENT, LLC$476.55 millionQ2 20266842.60%-2.57%
GREENHAVEN ASSOCIATES INC$9.57 billion$8.66 billionQ2 20262879.11%42.64%
HARRIS ASSOCIATES L P$101.25 billion$75.42 billionQ2 20261626.60%0.52%
HIMALAYA CAPITAL MANAGEMENT LLC$14.99 billion$3.70 billionQ2 20268100.01%15.67%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$31.26 billion$34.31 billionQ2 202646225.75%5.84%
KAHN BROTHERS GROUP INC$632.67 millionQ2 20264878.69%12.16%
KEELEY-TETON ADVISORS, LLC$888.82 million$824.78 millionQ1 202536216.21%-4.28%
KENNON-GREEN & COMPANY, LLC $129.53 million$128.25 millionQ2 20264158.64%5.13%
KMF INVESTMENTS MANAGEMENT Between $25 to $100 million18
LAKEWOOD CAPITAL MANAGEMENT, LP$3.13 billion$1.94 billionQ2 20266542.96%22.64%
LANSDOWNE PARTNERS (UK) LLP$7.23 billion$2.43 billionQ2 20262684.79%30.24%
LYRICAL ASSET MANAGEMENT LP$6.48 billion$7.88 billionQ2 20264151.54%20.26%
MADISON AVENUE PARTNERS, LP$2.32 billionQ2 20262577.07%1.01%
MATRIX ASSET ADVISORS INC/NY$1.02 billion$1.23 billionQ2 202610638.13%12.80%
MILLER VALUE PARTNERS, LLC$237.70 million$423.07 millionQ2 20265652.84%10.41%
MUHLENKAMP & CO INC$344.80 million$345.25 millionQ2 20262858.03%-9.09%
NEWTYN MANAGEMENT, LLC$800.88 millionQ2 20263461.88%-14.41%
NEXPOINT ASSET MANAGEMENT, L.P.$2.29 billion$1.50 billionQ2 20267045.81%0.42%
OAKCLIFF CAPITAL PARTNERS, LP$261.18 million$1.07 billionQ2 20269100.00%373.81%
OCONNOR, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS (LLC)$0.35 million$3.76 billionQ4 202523670.32%12.43%
OMEGA ADVISORS INC.$1.02 billionQ4 20183556.08%-55.71%
PEAPOD LANE CAPITAL LLC$63.48 million$148.20 millionQ2 20266132.18%21.58%
PINE RIVER CAPITAL MANAGEMENT L.P.$9.72 billion$32.94 millionQ3 20182100.00%956.79%
PLATINUM INVESTMENT MANAGEMENT LTD$8.45 billion$406.75 millionQ2 20268538.94%2.52%
PRIVATE CAPITAL MANAGEMENT, LLC$1.74 billion$1.14 billionQ2 202620245.14%13.12%
PUNCH CARD MANAGEMENT L.P.$588.35 million$255.95 millionQ2 2026599.99%-5.43%
PZENA INVESTMENT MANAGEMENT LLC$58.86 billion$34.07 billionQ2 20261619.30%10.62%
ROBOTTI ROBERT$619.51 millionQ2 20266157.22%-3.39%
ROUTE ONE INVESTMENT COMPANY, L.P.$5.37 billion$2.49 billionQ2 20262077.44%6.01%
ROYCE & ASSOCIATES LP$11.72 billion$12.42 billionQ2 20267479.07%22.57%
SAND GROVE CAPITAL MANAGEMENT LLP$2.56 billion$383.23 millionQ2 20261483.80%-13.73%
SCION ASSET MANAGEMENT, LLC$196.21 million$1.38 billionQ3 20258100.00%138.82%
SEMPER AUGUSTUS INVESTMENTS GROUP LLC$597.22 million$884.60 millionQ2 20265078.91%5.64%
SENATOR INVESTMENT GROUP LP$5.34 billion$2.74 billionQ2 20265842.86%25.82%
SILVER BEECH CAPITAL Below $25 million9
SKBA CAPITAL MANAGEMENT LLC$646.02 million$606.04 millionQ2 20267929.09%-16.80%
SMEAD CAPITAL MANAGEMENT, INC.$6.07 billion$4.66 billionQ2 20263254.18%1.41%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$47.80 billionQ2 20262589.51%-7.71%
SOUND SHORE MANAGEMENT INC /CT/$3.01 billion$3.25 billionQ2 20264032.45%8.84%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$5.27 billion$1.92 billionQ2 20264750.16%-5.69%
STILWELL VALUE LLC$250.41 million$174.36 millionQ2 20262495.36%4.49%
SUMMIT STREET CAPITAL MANAGEMENT, LLC$586.62 million$712.60 millionQ2 20263144.12%0.74%
TENSILE CAPITAL MANAGEMENT LP$724.25 millionQ2 20262274.08%3.69%
THIRD AVENUE MANAGEMENT LLC$1.44 billion$625.34 millionQ2 20265550.18%1.51%
TIDEFALL CAPITAL MANAGEMENT Between $25 to $100 million
TIETON CAPITAL MANAGEMENT, LLC $194.70 million$347.79 millionQ2 20263747.08%16.49%
TRIAN FUND MANAGEMENT, L.P.$9.05 billion$4.23 billionQ2 20268100.00%9.62%
VAN DEN BERG MANAGEMENT I, INC$500.53 million$473.34 millionQ2 202612038.58%8.53%
VULCAN VALUE PARTNERS, LLC$7.88 billion$3.29 billionQ2 20263676.58%-12.91%
YACKTMAN ASSET MANAGEMENT LP$16.18 billion$8.09 billionQ2 20267448.17%7.87%