Gurus

Filter by:
Name of Fund AUM 13-F Portfolio Value Last 13-F Filed # Positions Concentration in Top 10 % Change (QoQ)
ABRAMS CAPITAL MANAGEMENT, L.P. $10.78 billion $3.47 billion Q3 2022 18 83.97% -6.77%
AQUAMARINE CAPITAL MANAGEMENT, LLC $350.01 million $170.23 million Q2 2022 12 97.44% -22.85%
ARIEL INVESTMENTS, LLC $17.43 billion $9.11 billion Q3 2022 114 28.75% -9.07%
AXAR CAPITAL MANAGEMENT L.P. $1.23 billion $304.01 million Q3 2022 1 100% -0.18%
BARROW HANLEY MEWHINNEY & STRAUSS LLC $46.80 billion $24.40 billion Q3 2022 295 27.31% -7.93%
BAUPOST GROUP LLC/MA $31.61 billion $5.79 billion Q3 2022 45 70.35% -14.39%
BERKSHIRE HATHAWAY INC $296.10 billion Q3 2022 49 87.19% -1.34%
BRANDES INVESTMENT PARTNERS, LP $20.20 billion $3.82 billion Q3 2022 164 29.55% -6.67%
BRUCE & CO., INC. $649.10 million $363.88 million Q3 2022 34 72.83% -14.4%
CANYON CAPITAL ADVISORS LLC $17.89 billion $1.02 billion Q3 2022 58 86.09% -19.25%
COLISEUM CAPITAL MANAGEMENT, LLC $2.76 billion $1.23 billion Q3 2022 13 97.06% 8.46%
DALAL STREET, LLC $734.61 million $98.78 million Q3 2022 3 100% -2.04%
DAVIS SELECTED ADVISERS $27.42 billion $14.06 billion Q3 2022 114 53.16% -9.77%
DODGE & COX $371.28 billion $131.97 billion Q3 2022 191 30.4% -8.65%
DONALD SMITH & CO., INC. $2.87 billion $2.24 billion Q3 2022 60 47.52% 0.98%
EDGEPOINT INVESTMENT GROUP INC. $24.58 billion $8.94 billion Q3 2022 44 58.01% -20.16%
EQUITY INVESTMENT CORP $2.03 billion $2.61 billion Q3 2022 53 33.33% -3.46%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN $3.90 billion Q3 2022 73 90.99% 37.48%
FAIRHOLME CAPITAL MANAGEMENT LLC $2.09 billion $1.03 billion Q3 2022 13 99.79% -14.89%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $1.65 billion $1.40 billion Q3 2022 129 49.06% -2.88%
FARALLON CAPITAL MANAGEMENT LLC $42.20 billion $16.82 billion Q3 2022 298 34.64% -3.56%
FIR TREE CAPITAL MANAGEMENT LP $4.98 billion $2.98 billion Q3 2022 538 13.88% -7%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC $90.12 billion $33.34 billion Q3 2022 396 32.24% -5.86%
FIRST PACIFIC ADVISORS, LP $30.28 billion $6.30 billion Q3 2022 192 47.03% -6.73%
HARRIS ASSOCIATES L P $123.82 billion $59.68 billion Q3 2022 141 46.47% -5.05%
HIMALAYA CAPITAL MANAGEMENT LLC $18.79 billion $1.74 billion Q3 2022 6 100.01% -6.95%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $34.93 billion $23.28 billion Q3 2022 514 29.28% -7.4%
KAHN BROTHERS GROUP INC $641.74 billion Q3 2022 45 82.26% -13.6%
KEELEY-TETON ADVISORS, LLC $1.13 billion $730.18 million Q3 2022 369 14.03% -7.91%
LAKEWOOD CAPITAL MANAGEMENT, LP $3.67 billion $1.19 billion Q3 2022 38 55.26% -26.42%
LANSDOWNE PARTNERS (UK) LLP $7.67 billion $464.67 million Q3 2022 17 98.39% -34.45%
LYRICAL ASSET MANAGEMENT LP $8.05 billion $4.83 billion Q3 2022 38 48.32% -15.95%
MILLER VALUE PARTNERS, LLC $3.22 billion $1.65 billion Q3 2022 92 41.76% -16.37%
MUHLENKAMP & CO INC $291.37 million $223.96 million Q3 2022 27 54.65% 4.87%
NEXPOINT ASSET MANAGEMENT, L.P. $2.29 billion $1.49 billion Q3 2022 148 43.63% 32.96%
OLSTEIN CAPITAL MANAGEMENT, L.P. $977.85 million $596.65 million Q3 2022 100 16.52% -55.3%
OMEGA ADVISORS INC. $1.02 billion Q4 2018 35 56.08% -55.71%
PINE RIVER CAPITAL MANAGEMENT L.P. $1.61 billion $32.94 million Q3 2018 2 100% 956.79%
PLATINUM INVESTMENT MANAGEMENT LTD $12.39 billion $2.40 billion Q3 2022 131 61.75% -9.42%
PRIVATE CAPITAL MANAGEMENT, LLC $1.49 billion $691.66 million Q3 2022 138 46.51% 5.39%
PZENA INVESTMENT MANAGEMENT LLC $50.65 billion $20.14 billion Q3 2022 175 35.4% -9.81%
ROUTE ONE INVESTMENT COMPANY, L.P. $6.92 billion $2.64 billion Q3 2022 15 85.17% -4.27%
ROYCE & ASSOCIATES LP $16.37 billion $8.84 billion Q3 2022 929 9.41% -8.96%
SAND GROVE CAPITAL MANAGEMENT LLP $3.62 billion $1.04 billion Q3 2022 21 73.55% 13.88%
SCION ASSET MANAGEMENT, LLC $291.66 million $41.30 million Q3 2022 6 100.02% 1148.05%
SEMPER AUGUSTUS INVESTMENTS GROUP LLC $390.36 million $330.64 million Q3 2022 34 71.54% -2.04%
SENATOR INVESTMENT GROUP LP $9.06 billion $1.10 billion Q3 2022 49 48.08% -21.25%
SMEAD CAPITAL MANAGEMENT, INC. $4.01 billion $3.85 billion Q3 2022 27 63.41% -1.64%
SOROBAN CAPITAL PARTNERS LP $13.72 billion $9.24 billion Q3 2022 40 73.93% -20.2%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ $11.06 billion $3.97 billion Q3 2022 39 54.55% -16.25%
SUMMIT STREET CAPITAL MANAGEMENT, LLC $262.78 million $144.12 million Q3 2022 30 54.43% -5.45%
THIRD AVENUE MANAGEMENT LLC $1.54 billion $508.29 million Q3 2022 53 46.66% -9.53%
TRIAN FUND MANAGEMENT, L.P. $7.64 billion $3.80 billion Q3 2022 8 99.99% -16.53%
UBS OCONNOR LLC $20.52 billion $5,268.51 billion Q3 2022 940 28.5% -22.77%
VAN DEN BERG MANAGEMENT I, INC $718.70 million $336.92 million Q3 2022 81 46.94% -10.13%
VULCAN VALUE PARTNERS, LLC $19.04 billion $8.55 billion Q3 2022 37 55.66% -16.41%
YACKTMAN ASSET MANAGEMENT LP $18.34 billion $10,036.16 billion Q4 2022 68 42.72% 109289%