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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$6.17 billionQ3 20251399.16%0.92%
AEGIS FINANCIAL CORP$341.41 million$261.32 millionQ3 20252686.13%53.83%
AQUAMARINE ZURICH AG$317.37 millionQ3 20251497.41%2.43%
ARIEL INVESTMENTS, LLC$13.39 billion$9.35 billionQ3 20251078.44%5.99%
BARROW HANLEY MEWHINNEY & STRAUSS LLC$49.87 billion$31.40 billionQ3 202534922.66%5.80%
BAUPOST GROUP LLC/MA$24.77 billion$4.79 billionQ3 20252276.22%16.00%
BERKSHIRE HATHAWAY INC$267.33 billionQ3 20254117.56%3.81%
BRANDES INVESTMENT PARTNERS, LP$0.01 million$12.47 billionQ3 20251802.01%12.69%
BRIGHTLINE CAPITAL MANAGEMENT, LLC$196.42 million$243.99 millionQ3 202510100.00%5.10%
BRUCE & CO., INC.$473.95 million$322.94 millionQ3 20253964.80%4.69%
CANYON CAPITAL ADVISORS LLC$13.65 billion$729.39 millionQ3 20251498.73%0.88%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CLAYTON PARTNERS LLC $151.87 million$131.86 millionQ3 20253650.99%10.79%
COLISEUM CAPITAL MANAGEMENT, LLC$2.55 billion$1.02 billionQ3 20251199.47%-26.49%
CONIFER MANAGEMENT, L.L.C.$4.60 billion$631.08 millionQ3 20255100.01%-17.87%
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$108.93 millionQ3 20257360.91%1.83%
DALAL STREET, LLC$798.27 million$336.86 millionQ3 20255100.00%24.03%
DAVIS SELECTED ADVISERS$22.94 billion$19.15 billionQ3 202510750.38%2.42%
DODGE & COX$362.99 billion$185.33 billionQ3 202521928.11%4.14%
DONALD SMITH & CO., INC.$4.03 billion$5.01 billionQ3 20256044.72%18.04%
EDGEPOINT INVESTMENT GROUP INC.$26.20 billion$13.39 billionQ3 20254365.97%1.25%
EQUITY INVESTMENT CORP$2.65 billion$4.77 billionQ3 20256431.79%4.52%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$2.06 billionQ3 20252989.96%10.32%
FAIRHOLME CAPITAL MANAGEMENT LLC$1.83 billion$1.24 billionQ3 20251299.96%0.97%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.75 billion$1.97 billionQ3 202517650.36%1.94%
FARALLON CAPITAL MANAGEMENT LLC$42.65 billion$24.43 billionQ3 202514448.30%3.24%
FIR TREE CAPITAL MANAGEMENT LP$1.98 billion$21.81 millionQ2 20251100.00%333.62%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC$91.40 billion$54.92 billionQ3 20254048.94%7.83%
FIRST PACIFIC ADVISORS, LP$24.80 billion$7.23 billionQ3 20256255.50%3.53%
GREENHAVEN ASSOCIATES INC$9.57 billion$6.58 billionQ3 20252790.00%-2.17%
HARRIS ASSOCIATES L P$101.25 billion$62.38 billionQ3 20251776.91%1.42%
HIMALAYA CAPITAL MANAGEMENT LLC$14.99 billion$3.23 billionQ3 20259100.00%20.12%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$31.26 billion$32.37 billionQ3 202547027.44%4.97%
KAHN BROTHERS GROUP INC$531.80 millionQ3 20255381.60%6.80%
KEELEY-TETON ADVISORS, LLC$888.82 million$824.78 millionQ1 202536216.21%-4.28%
KENNON-GREEN & COMPANY, LLC $129.53 million$128.83 millionQ3 20254058.16%3.04%
KMF INVESTMENTS MANAGEMENT Between $25 to $100 million18
LAKEWOOD CAPITAL MANAGEMENT, LP$3.13 billion$1.33 billionQ3 20255647.79%-1.08%
LANSDOWNE PARTNERS (UK) LLP$7.23 billion$1.19 billionQ3 20252191.70%53.95%
LYRICAL ASSET MANAGEMENT LP$6.48 billion$7.10 billionQ3 20253853.67%2.29%
MATRIX ASSET ADVISORS INC/NY$1.02 billion$1.08 billionQ3 202510739.85%9.08%
MILLER VALUE PARTNERS, LLC$237.70 million$272.16 millionQ3 20253657.27%15.49%
MUHLENKAMP & CO INC$344.80 million$367.90 millionQ3 20253156.79%14.79%
NEXPOINT ASSET MANAGEMENT, L.P.$2.29 billion$1.15 billionQ3 20259845.44%5.08%
OAKCLIFF CAPITAL PARTNERS, LP$261.18 million$231.69 millionQ3 20258100.00%15.79%
OCONNOR, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS (LLC)$0.35 million$927.54 millionQ3 202517638.06%-66.19%
OLSTEIN CAPITAL MANAGEMENT, L.P.$728.05 million$529.64 millionQ3 202510318.79%-0.71%
OMEGA ADVISORS INC.$1.02 billionQ4 20183556.08%-55.71%
PEAPOD LANE CAPITAL LLC$63.48 million$111.80 millionQ3 20255734.73%11.91%
PINE RIVER CAPITAL MANAGEMENT L.P.$9.72 billion$32.94 millionQ3 20182100.00%956.79%
PLATINUM INVESTMENT MANAGEMENT LTD$8.45 billion$1.55 billionQ3 202512051.71%2.89%
PRIVATE CAPITAL MANAGEMENT, LLC$1.74 billion$1.12 billionQ3 202516842.16%8.05%
PUNCH CARD MANAGEMENT L.P.$588.35 million$322.42 millionQ3 20256100.00%4.05%
PZENA INVESTMENT MANAGEMENT LLC$58.86 billion$30.94 billionQ3 202515410.08%0.62%
ROUTE ONE INVESTMENT COMPANY, L.P.$5.37 billion$2.70 billionQ3 20251885.06%18.23%
ROYCE & ASSOCIATES LP$11.72 billion$10.03 billionQ3 20257628.86%2.93%
SAND GROVE CAPITAL MANAGEMENT LLP$2.56 billion$204.67 millionQ3 20251298.67%3.05%
SCION ASSET MANAGEMENT, LLC$196.21 million$1.38 billionQ3 20258100.00%138.82%
SEMPER AUGUSTUS INVESTMENTS GROUP LLC$597.22 million$801.17 millionQ3 20253880.61%12.74%
SENATOR INVESTMENT GROUP LP$5.34 billion$2.71 billionQ3 20256044.96%4.47%
SILVER BEECH CAPITAL Below $25 million9
SKBA CAPITAL MANAGEMENT LLC$646.02 million$723.35 millionQ3 20258129.58%4.05%
SMEAD CAPITAL MANAGEMENT, INC.$6.07 billion$5.18 billionQ3 20253452.07%3.64%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$13.26 billionQ3 20253071.24%29.35%
SOUND SHORE MANAGEMENT INC /CT/$3.01 billion$3.03 billionQ3 20253831.96%3.11%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$5.27 billion$1.96 billionQ3 20254945.68%-1.23%
STILWELL VALUE LLC$250.41 million$226.17 millionQ3 20253194.18%10.15%
SUMMIT STREET CAPITAL MANAGEMENT, LLC$586.62 million$729.02 millionQ3 20253043.06%20.27%
THIRD AVENUE MANAGEMENT LLC$1.44 billion$532.68 millionQ3 20255050.28%9.85%
TIDEFALL CAPITAL MANAGEMENT Between $25 to $100 million
TIETON CAPITAL MANAGEMENT, LLC $194.70 million$288.08 millionQ3 20253348.20%12.58%
TRIAN FUND MANAGEMENT, L.P.$9.05 billion$4.11 billionQ3 20257100.00%8.32%
VAN DEN BERG MANAGEMENT I, INC$500.53 million$399.16 millionQ3 202510639.50%13.45%
VULCAN VALUE PARTNERS, LLC$7.88 billion$5.52 billionQ3 20254067.99%-2.75%
YACKTMAN ASSET MANAGEMENT LP$16.18 billion$7.26 billionQ3 20257049.16%-2.50%