Tutorial

Top 10 Holdings of Gurus -

WFC - 5 GOOG - 4 CMCSA - 4 BRK.B - 3 BN - 3

Guru Name
Arnold Van Den Berg
Barrow, Hanley, Mewhinney & Strauss
Bill Ackman
Bill Gates
Bill Nygren
Brandes Investment Partners, LP
Bruce Berkowitz
Carl Icahn
Chris Davis
Chuck Akre
Daily Journal Corp
David Einhorn
David Tepper
Dodge & Cox
Donald Smith & Co
First Eagle Investment
George Soros
Glenn Greenberg
HOTCHKIS & WILEY
Jefferies Group

Guru Name	Top 10 Holdings %
Guru Name	Top 10 Holdings %
Arnold Van Den Berg	BRK.B 6.13 % XOM 5.75 % PHYS 5.20 % LUMN 5.01 % FANG 4.22 % COHR 4.01 % GOOG 3.68 % SA 3.41 % BN 3.24 % QCOM 2.80 %
Barrow, Hanley, Mewhinney & Strauss	APD 2.88 % ETR 2.85 % ENB 2.79 % FIS 2.62 % CMCSA 2.38 % VRT 2.24 % CCL 2.20 % QCOM 2.19 % MRK 2.10 % PSA 2.07 %
Bill Ackman	BN 13.48 % HLT 13.16 % CMG 12.86 % QSR 12.85 % HHH 11.31 % NKE 11.15 % CP 9.86 % GOOG 9.77 % GOOGL 5.12 % SEG 0.44 %
Bill Gates	MSFT 27.64 % BRK.B 22.60 % WM 14.84 % CNI 14.25 % CAT 6.38 % DE 3.29 % ECL 2.95 % WMT 1.63 % FDX 1.54 % KOF 1.22 %
Bill Nygren	GOOGL 3.29 % FI 3.26 % DE 3.09 % C 3.03 % SCHW 2.86 % GM 2.84 % ICE 2.83 % AIG 2.83 % CBRE 2.82 % IQV 2.82 %
Brandes Investment Partners, LP	ERJ 4.06 % CAE 3.10 % WFC 2.56 % FI 2.48 % CMCSA 2.44 % BAC 2.33 % DOX 2.30 % C 2.18 % MCK 2.09 % CI 2.02 %
Bruce Berkowitz	JOE 84.52 % EPD 10.87 % OZK 1.92 % BRK.B 1.58 % WRB 1.02 % BRK.A 0.05 % AAPL 0.04 %
Carl Icahn	IEP 59.30 % CVI 15.55 % SWX 8.23 % IFF 3.98 % BHC 2.87 % UAN 2.65 % DAN 1.53 % AEP 1.25 % JBLU 1.18 % CZR 1.03 %
Chris Davis	META 8.72 % COF 8.09 % BRK.A 6.27 % AMAT 4.66 % WFC 4.52 % AMZN 4.25 % MGM 4.17 % HUM 4.10 % VTRS 4.08 % USB 3.69 %
Chuck Akre	MA 16.11 % MCO 13.28 % KKR 12.38 % AMT 11.71 % ORLY 8.81 % BN 8.38 % V 7.49 % ROP 6.94 % CSGP 5.61 % DHR 4.11 %
Daily Journal Corp	WFC 43.07 % BAC 42.82 % BABA 11.17 % USB 2.95 %
David Einhorn	GRBK 32.91 % CEIX 7.15 % BHF 5.42 % HPQ 5.27 % KD 4.71 % PENN 4.41 % ALIT 3.65 % VTRS 3.51 % CNH 3.28 % ROIV 2.55 %
David Tepper	BABA 15.76 % PDD 10.62 % AMZN 8.86 % MSFT 6.20 % META 5.31 % GOOG 4.67 % JD 4.34 % ORCL 3.98 % LYFT 2.98 % AMD 2.77 %
Dodge & Cox	JCI 3.75 % FI 3.32 % SCHW 3.28 % RTX 3.04 % WFC 2.78 % MET 2.55 % SNY 2.49 % GOOG 2.35 % OXY 2.27 % CVS 2.24 %
Donald Smith & Co	AER 7.88 % EGO 4.83 % MHO 4.44 % JXN 4.31 % UNM 4.10 % GNW 4.04 % X 3.93 % IAG 3.83 % CIVI 3.79 % TMHC 3.22 %
First Eagle Investment	ORCL 4.94 % META 4.18 % HCA 3.75 % XOM 3.17 % IMO 3.14 % WTW 3.11 % CMCSA 2.74 % PM 2.67 % CHRW 2.60 % WPM 2.43 %
George Soros	SW 6.25 % AZN 3.79 % AER 2.76 % BABA 2.54 % XLF 2.33 % GFL 2.31 % IVV 2.27 % JD 2.00 % LBRDK 1.59 % GOOGL 1.57 %
Glenn Greenberg	ELV 17.71 % DFS 10.06 % SNX 9.21 % PRI 8.03 % FNF 7.74 % OMF 7.23 % LEN 6.93 % APO 5.90 % LAD 5.63 % FG 5.06 %
HOTCHKIS & WILEY	FFIV 4.02 % C 3.26 % ERIC 2.93 % GM 2.57 % CVS 2.49 % WFC 2.48 % APA 2.48 % ELV 2.15 % CMCSA 2.07 % MDT 2.03 %
Jefferies Group	SPY 4.58 % AAPL 3.30 % NVDA 1.52 % QQQ 1.05 % IWM 1.01 % AMGN 0.96 % NXPI 0.95 % HLMN 0.76 % HYG 0.70 % ARGX 0.64 %

*The total number of stocks may be less than 10

40/Page

Total 56

This section is for Premium

Membership subscribers only.

GuruFocus Premium

Membership

30-year financial data

All-in-one screener

Graham, Buffett, and Lynch value screens

Manual of Stocks

Interactive charts

Warning signs

Real time Guru picks and Portfolios

Excel Add-In, API (2000 queries/month)

Discussions on Top 10 Holdings

No discussions yet.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.