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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$6.22 billionQ4 20241398.69%-0.17%
AEGIS FINANCIAL CORP$341.41 million$116.12 millionQ4 20242287.89%-0.98%
AQUAMARINE ZURICH AG$287.61 millionQ4 20241497.26%0.70%
ARIEL INVESTMENTS, LLC$13.39 billion$9.37 billionQ4 20241107.60%-4.31%
BARROW HANLEY MEWHINNEY & STRAUSS LLC$49.87 billion$29.35 billionQ4 202432523.99%-4.09%
BAUPOST GROUP LLC/MA$24.77 billion$3.43 billionQ4 20242280.17%-2.33%
BERKSHIRE HATHAWAY INC$267.18 billionQ4 20243823.97%0.30%
BRANDES INVESTMENT PARTNERS, LP$22.21 billion$8.95 billionQ4 20241901.78%0.63%
BRUCE & CO., INC.$473.95 million$311.43 millionQ4 20244168.12%-9.36%
CANYON CAPITAL ADVISORS LLC$13.65 billion$778.88 millionQ4 202412100.00%-5.94%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CLAYTON PARTNERS LLC $151.87 million$144.56 millionQ4 20243952.39%4.15%
COLISEUM CAPITAL MANAGEMENT, LLC$2.55 billion$1.21 billionQ4 20241490.92%17.32%
CONIFER MANAGEMENT, L.L.C.$775.82 millionQ4 20246100.01%-11.20%
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$85.85 millionQ4 20246864.39%-22.19%
DALAL STREET, LLC$798.27 million$253.44 millionQ4 2024399.99%2.65%
DAVIS SELECTED ADVISERS$22.94 billion$17.21 billionQ4 202410053.42%-3.49%
DODGE & COX$362.99 billion$171.84 billionQ4 202421428.91%-2.82%
DONALD SMITH & CO., INC.$4.03 billion$4.18 billionQ4 20246242.93%-1.31%
EDGEPOINT INVESTMENT GROUP INC.$21.91 billion$12.66 billionQ4 20243956.31%-0.17%
EQUITY INVESTMENT CORP$2.65 billion$4.27 billionQ4 20246333.85%-0.75%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.56 billionQ4 20243189.39%41.58%
FAIRHOLME CAPITAL MANAGEMENT LLC$1.83 billion$1.18 billionQ4 202410100.00%-18.98%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.75 billion$1.93 billionQ4 202416247.58%4.30%
FARALLON CAPITAL MANAGEMENT LLC$42.65 billion$19.72 billionQ4 202413843.64%-6.02%
FIR TREE CAPITAL MANAGEMENT LP$1.98 billion$114.34 millionQ4 20245179.85%-45.51%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC$91.40 billion$44.81 billionQ4 20244238.51%-7.82%
FIRST PACIFIC ADVISORS, LP$24.80 billion$7.00 billionQ4 20245757.63%-2.82%
GREENHAVEN ASSOCIATES INC$6.76 billionQ4 20242494.09%-20.73%
HARRIS ASSOCIATES L P$101.25 billion$75.99 billionQ4 202415325.49%-0.82%
HIMALAYA CAPITAL MANAGEMENT LLC$14.99 billion$2.71 billionQ4 20248100.00%9.66%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$31.26 billion$30.05 billionQ4 202447825.98%-0.18%
KAHN BROTHERS GROUP INC$460.36 millionQ4 20245278.68%-20.71%
KEELEY-TETON ADVISORS, LLC$888.82 million$861.62 millionQ4 202437116.19%-4.99%
KENNON-GREEN & COMPANY, LLC $129.53 million$115.72 millionQ4 20244154.72%-3.85%
KMF INVESTMENTS MANAGEMENT Between $25 to $100 million18
LAKEWOOD CAPITAL MANAGEMENT, LP$3.13 billion$1.11 billionQ4 20244553.20%-12.37%
LANSDOWNE PARTNERS (UK) LLP$6.68 billion$1.38 billionQ4 20242594.90%7.65%
LYRICAL ASSET MANAGEMENT LP$6.48 billion$6.76 billionQ4 20243848.94%-1.48%
MATRIX ASSET ADVISORS INC/NY$915.66 millionQ4 202411039.28%1.84%
MILLER VALUE PARTNERS, LLC$237.70 million$234.15 millionQ4 20243358.85%32.18%
MUHLENKAMP & CO INC$344.80 million$329.47 millionQ4 20243051.53%0.96%
NEXPOINT ASSET MANAGEMENT, L.P.$2.29 billion$890.57 millionQ4 20249243.47%3.83%
OAKCLIFF CAPITAL PARTNERS, LP$195.57 millionQ4 20249100.01%-1.65%
OCONNOR, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS (LLC)$13.77 billion$1.26 billionQ4 202439725.44%-43.40%
OLSTEIN CAPITAL MANAGEMENT, L.P.$728.05 million$568.46 millionQ4 20249818.98%-3.28%
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$11.05 billion$1.70 billionQ4 202411566.14%-22.93%
PRIVATE CAPITAL MANAGEMENT, LLC$1.14 billion$954.01 millionQ4 202414552.38%2.26%
PUNCH CARD MANAGEMENT L.P.$315.10 millionQ4 20244100.00%-5.82%
PZENA INVESTMENT MANAGEMENT LLC$58.86 billion$29.39 billionQ4 202415210.08%-5.25%
ROUTE ONE INVESTMENT COMPANY, L.P.$5.37 billion$2.56 billionQ4 20241492.94%-10.26%
ROYCE & ASSOCIATES LP$11.72 billion$10.78 billionQ4 20248299.24%-2.02%
SAND GROVE CAPITAL MANAGEMENT LLP$3.59 billion$206.10 millionQ4 20241393.24%-19.52%
SCION ASSET MANAGEMENT, LLC$196.21 million$77.44 millionQ4 20241393.65%-40.32%
SEMPER AUGUSTUS INVESTMENTS GROUP LLC$597.22 million$559.52 millionQ4 20243780.22%-5.43%
SENATOR INVESTMENT GROUP LP$5.34 billion$3.41 billionQ4 20246851.17%61.80%
SILVER BEECH CAPITAL Below $25 million9
SKBA CAPITAL MANAGEMENT LLC$646.02 million$632.76 millionQ4 20247629.79%-6.08%
SMEAD CAPITAL MANAGEMENT, INC.$6.07 billion$6.45 billionQ4 20243453.77%-7.98%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$7.47 billionQ4 20242479.25%3.37%
SOUND SHORE MANAGEMENT INC /CT/$3.03 billionQ4 20244032.89%-1.49%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$5.27 billion$2.12 billionQ4 20244451.56%-0.09%
STILWELL VALUE LLC$250.41 million$198.49 millionQ4 20243293.65%-6.08%
SUMMIT STREET CAPITAL MANAGEMENT, LLC$586.62 million$281.45 millionQ4 20243150.03%0.48%
THIRD AVENUE MANAGEMENT LLC$1.44 billion$516.83 millionQ4 20245946.23%-15.50%
TIDEFALL CAPITAL MANAGEMENT Between $25 to $100 million
TIETON CAPITAL MANAGEMENT, LLC $194.70 million$248.70 millionQ4 20244047.06%28.80%
TRIAN FUND MANAGEMENT, L.P.$9.05 billion$3.88 billionQ4 202410100.00%-0.27%
VAN DEN BERG MANAGEMENT I, INC$500.53 million$347.00 millionQ4 202410941.51%0.39%
VULCAN VALUE PARTNERS, LLC$7.88 billion$5.98 billionQ4 20244962.11%0.08%
YACKTMAN ASSET MANAGEMENT LP$16.18 billion$8.55 billionQ4 20247147.51%-12.26%

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