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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$5.64 billionQ1 20251398.84%-9.34%
AEGIS FINANCIAL CORP$341.41 million$117.21 millionQ1 20252389.11%0.94%
AQUAMARINE ZURICH AG$293.67 millionQ1 20251497.99%2.11%
ARIEL INVESTMENTS, LLC$13.39 billion$8.51 billionQ1 20251067.95%-9.20%
BARROW HANLEY MEWHINNEY & STRAUSS LLC$49.87 billion$27.55 billionQ1 202531823.72%-6.13%
BAUPOST GROUP LLC/MA$24.77 billion$3.50 billionQ1 20252379.29%1.79%
BERKSHIRE HATHAWAY INC$258.70 billionQ1 20253626.27%-3.17%
BRANDES INVESTMENT PARTNERS, LP$0.01 million$9.83 billionQ1 20251851.97%9.87%
BRIGHTLINE CAPITAL MANAGEMENT, LLC$196.42 million$115.30 millionQ1 20251297.88%-20.92%
BRUCE & CO., INC.$473.95 million$311.83 millionQ1 20254268.60%0.13%
CANYON CAPITAL ADVISORS LLC$13.65 billion$696.11 millionQ1 20251499.71%-10.63%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CLAYTON PARTNERS LLC $151.87 million$114.98 millionQ1 20253350.90%-20.46%
COLISEUM CAPITAL MANAGEMENT, LLC$2.55 billion$1.20 billionQ1 20251789.97%-1.27%
CONIFER MANAGEMENT, L.L.C.$4.60 billion$659.68 millionQ1 20255100.00%-14.97%
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$108.59 millionQ1 20254770.60%26.48%
DALAL STREET, LLC$798.27 million$234.82 millionQ1 20254100.00%-7.35%
DAVIS SELECTED ADVISERS$22.94 billion$17.35 billionQ1 202510451.10%0.83%
DODGE & COX$362.99 billion$175.45 billionQ1 202521428.91%2.10%
DONALD SMITH & CO., INC.$4.03 billion$4.08 billionQ1 20255845.67%-2.33%
EDGEPOINT INVESTMENT GROUP INC.$26.20 billion$12.35 billionQ1 20254159.02%-2.49%
EQUITY INVESTMENT CORP$2.65 billion$4.47 billionQ1 20256634.42%4.84%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN$1.84 billionQ1 20252992.01%18.51%
FAIRHOLME CAPITAL MANAGEMENT LLC$1.83 billion$1.22 billionQ1 20251299.94%2.81%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$1.75 billion$1.89 billionQ1 202515947.01%-2.21%
FARALLON CAPITAL MANAGEMENT LLC$42.65 billion$17.94 billionQ1 202513543.39%-10.55%
FIR TREE CAPITAL MANAGEMENT LP$1.98 billion$5.03 millionQ1 20251100.00%-95.60%
FIRST EAGLE INVESTMENT MANAGEMENT, LLC$91.40 billion$47.92 billionQ1 20254118.81%6.96%
FIRST PACIFIC ADVISORS, LP$24.80 billion$6.24 billionQ1 20255757.33%-10.84%
GREENHAVEN ASSOCIATES INC$9.57 billion$6.72 billionQ2 20252593.17%6.79%
HARRIS ASSOCIATES L P$101.25 billion$59.55 billionQ1 20251586.49%-21.64%
HIMALAYA CAPITAL MANAGEMENT LLC$14.99 billion$2.21 billionQ1 20258100.00%-18.40%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$31.26 billion$29.95 billionQ1 202546827.92%-0.33%
KAHN BROTHERS GROUP INC$494.45 millionQ1 20255580.38%7.40%
KEELEY-TETON ADVISORS, LLC$888.82 million$824.78 millionQ1 202536216.21%-4.28%
KENNON-GREEN & COMPANY, LLC $129.53 million$122.54 millionQ1 20254255.77%5.89%
KMF INVESTMENTS MANAGEMENT Between $25 to $100 million18
LAKEWOOD CAPITAL MANAGEMENT, LP$3.13 billion$1.15 billionQ1 20254755.78%2.86%
LANSDOWNE PARTNERS (UK) LLP$7.23 billion$706.09 millionQ1 20252097.55%-48.70%
LYRICAL ASSET MANAGEMENT LP$6.48 billion$6.58 billionQ1 20253847.76%-2.70%
MATRIX ASSET ADVISORS INC/NY$1.02 billion$906.31 millionQ1 202510538.32%-1.02%
MILLER VALUE PARTNERS, LLC$237.70 million$219.41 millionQ1 20253456.45%-6.30%
MUHLENKAMP & CO INC$344.80 million$305.65 millionQ1 20252659.23%-7.23%
NEXPOINT ASSET MANAGEMENT, L.P.$2.29 billion$1.14 billionQ1 20258334.23%28.03%
OAKCLIFF CAPITAL PARTNERS, LP$261.18 million$189.77 millionQ1 20251099.99%-2.96%
OCONNOR, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS (LLC)$0.35 million$1.23 billionQ1 202530448.98%-50.19%
OLSTEIN CAPITAL MANAGEMENT, L.P.$728.05 million$543.23 millionQ1 20259819.32%-4.44%
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$1.73 billionQ1 202511564.85%1.38%
PRIVATE CAPITAL MANAGEMENT, LLC$1.74 billion$913.57 millionQ1 202515047.39%-4.24%
PUNCH CARD MANAGEMENT L.P.$588.35 million$216.63 millionQ1 2025499.99%-31.25%
PZENA INVESTMENT MANAGEMENT LLC$58.86 billion$28.64 billionQ1 20251469.42%-2.54%
ROUTE ONE INVESTMENT COMPANY, L.P.$5.37 billion$2.40 billionQ1 20251491.38%-6.30%
ROYCE & ASSOCIATES LP$11.72 billion$9.23 billionQ1 20257969.24%-14.41%
SAND GROVE CAPITAL MANAGEMENT LLP$2.56 billion$120.69 millionQ1 20256100.00%-41.44%
SCION ASSET MANAGEMENT, LLC$196.21 million$199.23 millionQ1 20257100.00%157.28%
SEMPER AUGUSTUS INVESTMENTS GROUP LLC$597.22 million$620.32 millionQ1 20253682.25%10.87%
SENATOR INVESTMENT GROUP LP$5.34 billion$1.88 billionQ1 20255144.43%-44.69%
SILVER BEECH CAPITAL Below $25 million9
SKBA CAPITAL MANAGEMENT LLC$646.02 million$671.96 millionQ1 20258629.94%6.20%
SMEAD CAPITAL MANAGEMENT, INC.$6.07 billion$5.83 billionQ1 20253451.90%-9.56%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$7.09 billionQ1 20252774.89%-5.13%
SOUND SHORE MANAGEMENT INC /CT/$3.01 billion$2.85 billionQ1 20253734.18%-5.76%
SOUTHEASTERN ASSET MANAGEMENT INC/TN/$5.27 billion$1.88 billionQ1 20254352.88%-11.43%
STILWELL VALUE LLC$250.41 million$194.57 millionQ1 20253094.35%-1.98%
SUMMIT STREET CAPITAL MANAGEMENT, LLC$586.62 million$262.27 millionQ1 20253050.70%-6.81%
THIRD AVENUE MANAGEMENT LLC$1.44 billion$498.71 millionQ1 20256146.58%-3.51%
TIDEFALL CAPITAL MANAGEMENT Between $25 to $100 million
TIETON CAPITAL MANAGEMENT, LLC $194.70 million$218.75 millionQ1 20253449.10%-12.04%
TRIAN FUND MANAGEMENT, L.P.$9.05 billion$3.74 billionQ1 202510100.00%-3.73%
VAN DEN BERG MANAGEMENT I, INC$500.53 million$326.56 millionQ1 202510240.69%-5.89%
VULCAN VALUE PARTNERS, LLC$7.88 billion$5.32 billionQ1 20253964.24%-10.94%
YACKTMAN ASSET MANAGEMENT LP$16.18 billion$7.61 billionQ1 20257049.51%-11.08%