×

Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

Gurus

Filter by:
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$6.11 billionQ2 20251399.03%8.48%
AEGIS FINANCIAL CORP$341.41 million$169.88 millionQ2 20252588.02%44.94%
AQUAMARINE ZURICH AG$309.84 millionQ2 20251498.07%5.51%
ARIEL INVESTMENTS, LLC$13.39 billion$8.82 billionQ2 20251048.36%3.67%
BARROW HANLEY MEWHINNEY & STRAUSS LLC$49.87 billion$29.68 billionQ2 202531324.21%7.72%
BAUPOST GROUP LLC/MA$24.77 billion$4.13 billionQ2 20252378.75%18.13%
BERKSHIRE HATHAWAY INC$257.52 billionQ2 20254118.69%-0.88%
BRANDES INVESTMENT PARTNERS, LP$0.01 million$11.06 billionQ2 20251814.39%12.53%
BRIGHTLINE CAPITAL MANAGEMENT, LLC$196.42 million$232.15 millionQ2 20251590.66%101.36%
BRUCE & CO., INC.$473.95 million$308.47 millionQ2 20254166.17%-1.08%
CANYON CAPITAL ADVISORS LLC$13.65 billion$723.04 millionQ2 20251697.75%3.87%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CLAYTON PARTNERS LLC $151.87 million$119.02 millionQ2 20253750.24%3.51%
COLISEUM CAPITAL MANAGEMENT, LLC$2.55 billion$1.39 billionQ2 20251791.38%16.32%
CONIFER MANAGEMENT, L.L.C.$4.60 billion$768.38 millionQ2 20256100.00%16.48%
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$106.98 millionQ2 20255060.13%-1.48%
DALAL STREET, LLC$798.27 million$271.60 millionQ2 20255100.00%15.66%
DAVIS SELECTED ADVISERS$22.94 billion$18.70 billionQ2 202510752.13%7.80%
DODGE & COX$362.99 billion$177.97 billionQ2 202521929.34%1.44%
DONALD SMITH & CO., INC.$4.03 billion$4.25 billionQ2 20256144.10%4.00%
EDGEPOINT INVESTMENT GROUP INC.$26.20 billion$13.22 billionQ2 20254163.03%7.09%
EQUITY INVESTMENT CORP$2.65 billion$4.57 billionQ2 20256232.40%2.12%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.87 billionQ2 20252890.73%1.45%
FAIRHOLME CAPITAL MANAGEMENT LLC$1.83 billion$1.23 billionQ2 20251299.95%0.97%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.75 billion$1.93 billionQ2 202516650.37%2.46%
FARALLON CAPITAL MANAGEMENT LLC$42.65 billion$23.18 billionQ2 202514145.86%14.96%
FIR TREE CAPITAL MANAGEMENT LP$1.98 billion$21.81 millionQ2 20251100.00%333.62%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC$91.40 billion$50.93 billionQ2 20253928.69%6.28%
FIRST PACIFIC ADVISORS, LP$24.80 billion$6.99 billionQ2 20256356.87%12.02%
GREENHAVEN ASSOCIATES INC$9.57 billion$6.72 billionQ2 20252593.17%6.79%
HARRIS ASSOCIATES L P$101.25 billion$61.50 billionQ2 20251716.45%3.28%
HIMALAYA CAPITAL MANAGEMENT LLC$14.99 billion$2.69 billionQ2 20259100.01%21.55%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$31.26 billion$30.83 billionQ2 202547227.17%2.96%
KAHN BROTHERS GROUP INC$497.95 millionQ2 20255081.34%0.71%
KEELEY-TETON ADVISORS, LLC$888.82 million$824.78 millionQ1 202536216.21%-4.28%
KENNON-GREEN & COMPANY, LLC $129.53 million$125.03 millionQ2 20254156.66%2.03%
KMF INVESTMENTS MANAGEMENT Between $25 to $100 million18
LAKEWOOD CAPITAL MANAGEMENT, LP$3.13 billion$1.34 billionQ2 20254951.14%16.83%
LANSDOWNE PARTNERS (UK) LLP$7.23 billion$769.94 millionQ2 20252191.98%9.04%
LYRICAL ASSET MANAGEMENT LP$6.48 billion$6.94 billionQ2 20253850.65%5.38%
MATRIX ASSET ADVISORS INC/NY$1.02 billion$988.33 millionQ2 202510839.05%9.05%
MILLER VALUE PARTNERS, LLC$237.70 million$235.66 millionQ2 20253358.68%7.40%
MUHLENKAMP & CO INC$344.80 million$320.48 millionQ2 20252659.36%4.85%
NEXPOINT ASSET MANAGEMENT, L.P.$2.29 billion$1.10 billionQ2 20258643.48%-3.95%
OAKCLIFF CAPITAL PARTNERS, LP$261.18 million$200.10 millionQ2 20258100.00%5.44%
OCONNOR, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS (LLC)$0.35 million$1.95 billionQ2 202535453.24%-41.37%
OLSTEIN CAPITAL MANAGEMENT, L.P.$728.05 million$533.44 millionQ2 202510118.64%-1.80%
OMEGA ADVISORS INC.$1.02 billionQ4 20183556.08%-55.71%
PINE RIVER CAPITAL MANAGEMENT L.P.$9.72 billion$32.94 millionQ3 20182100.00%956.79%
PLATINUM INVESTMENT MANAGEMENT LTD$8.45 billion$1.50 billionQ2 202511551.88%-12.87%
PRIVATE CAPITAL MANAGEMENT, LLC$1.74 billion$1.04 billionQ2 202516343.10%13.42%
PUNCH CARD MANAGEMENT L.P.$588.35 million$309.88 millionQ2 20256100.00%43.05%
PZENA INVESTMENT MANAGEMENT LLC$58.86 billion$30.75 billionQ2 20251528.91%7.37%
ROUTE ONE INVESTMENT COMPANY, L.P.$5.37 billion$2.29 billionQ2 20251590.59%-4.73%
ROYCE & ASSOCIATES LP$11.72 billion$9.74 billionQ2 20257829.08%5.62%
SAND GROVE CAPITAL MANAGEMENT LLP$2.56 billion$198.62 millionQ2 20251197.87%64.56%
SCION ASSET MANAGEMENT, LLC$196.21 million$578.34 millionQ2 20251592.37%190.29%
SEMPER AUGUSTUS INVESTMENTS GROUP LLC$597.22 million$710.64 millionQ2 20253778.93%14.56%
SENATOR INVESTMENT GROUP LP$5.34 billion$2.59 billionQ2 20255442.66%37.48%
SILVER BEECH CAPITAL Below $25 million9
SKBA CAPITAL MANAGEMENT LLC$646.02 million$695.17 millionQ2 20258429.75%3.45%
SMEAD CAPITAL MANAGEMENT, INC.$6.07 billion$4.99 billionQ2 20253350.97%-14.38%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$10.25 billionQ2 20252970.60%44.69%
SOUND SHORE MANAGEMENT INC /CT/$3.01 billion$2.93 billionQ2 20253635.01%2.79%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$5.27 billion$1.98 billionQ2 20254941.39%5.73%
STILWELL VALUE LLC$250.41 million$205.32 millionQ2 20253093.57%5.52%
SUMMIT STREET CAPITAL MANAGEMENT, LLC$586.62 million$606.16 millionQ2 20253044.75%0.92%
THIRD AVENUE MANAGEMENT LLC$1.44 billion$484.93 millionQ2 20255249.23%-2.76%
TIDEFALL CAPITAL MANAGEMENT Between $25 to $100 million
TIETON CAPITAL MANAGEMENT, LLC $194.70 million$255.88 millionQ2 20253450.21%16.98%
TRIAN FUND MANAGEMENT, L.P.$9.05 billion$3.79 billionQ2 202510100.00%1.50%
VAN DEN BERG MANAGEMENT I, INC$500.53 million$351.84 millionQ2 202511039.36%7.74%
VULCAN VALUE PARTNERS, LLC$7.88 billion$5.67 billionQ2 20253864.91%6.54%
YACKTMAN ASSET MANAGEMENT LP$16.18 billion$7.44 billionQ2 20257049.05%-2.14%