Portfolio manažer/fond Ticker - Akcie % Portfolia Změna Max. cena čtvrtletí Min. cena čtvrtletí Aktuální tržní cena Cena pod MIN 52-week low 52-week high Cena nad MAX William Von Mueffling - Cantillon Capital Management SPGI - S&P Global Inc. 6.50 Reduce 10.44% 478,97 415,85 383,43 ANO 322,37 484,21 William Von Mueffling - Cantillon Capital Management GOOGL - Alphabet Inc. 5.56 Reduce 6.93% 2996,77 2673,19 2710,43 1990,23 3030,93 William Von Mueffling - Cantillon Capital Management AVGO - Broadcom Inc. 4.42 Reduce 7.08% 674,28 475,95 589,18 419,14 677,76 William Von Mueffling - Cantillon Capital Management EFX - Equifax Inc. 3.83 Reduce 7.06% 297,05 253,4 220,36 ANO 161,87 300,11 William Von Mueffling - Cantillon Capital Management TMO - Thermo Fisher Scientific 3.69 Reduce 6.98% 665,45 569 541,99 ANO 433,52 672,34 William Von Mueffling - Cantillon Capital Management ADI - Analog Devices 3.68 Reduce 6.83% 188,8 164,02 164,17 142,25 191,95 William Von Mueffling - Cantillon Capital Management A - Agilent Technologies 3.56 Reduce 6.96% 164,3 147,95 133,73 ANO 112,47 179,57 William Von Mueffling - Cantillon Capital Management AMAT - Applied Materials 3.55 Reduce 6.89% 162,72 125,2 138,59 105,5 167,06 William Von Mueffling - Cantillon Capital Management AMT - American Tower Corp. 3.48 Reduce 6.97% 291,14 257,53 230,6 ANO 197,5 303,72 William Von Mueffling - Cantillon Capital Management ICE - Intercontinental Exchange Inc. 3.48 Reduce 6.88% 138,81 114,7 125,43 109,04 139,79 Kahn Brothers Advisors - Kahn Brothers Group MBI - MBIA Inc. 10.80 Add 0.22% 16,04 11,26 15,18 6,15 17,9 Kahn Brothers Advisors - Kahn Brothers Group AGO - Assured Guaranty Ltd. 9.90 Add 0.24% 56,69 45,76 59,61 38,77 59,84 NAD Kahn Brothers Advisors - Kahn Brothers Group GSK - GlaxoSmithKline PLC 8.71 Add 6.30% 44,44 38,13 43,23 33,53 46,86 Kahn Brothers Advisors - Kahn Brothers Group PFE - Pfizer Inc. 8.26 Add 3.77% 61,25 41,32 50,61 33,36 61,71 Kahn Brothers Advisors - Kahn Brothers Group BP - BP plc 8.20 Reduce 1.78% 30,13 25,65 32,72 22,44 34,16 NAD Kahn Brothers Advisors - Kahn Brothers Group NYCB - New York Community Bancorp 8.18 Add 1.74% 14,11 11,55 11,81 10,78 14,33 Kahn Brothers Advisors - Kahn Brothers Group BMY - Bristol-Myers Squibb 7.89 Add 5.48% 62,52 53,63 67,89 53,22 69,75 NAD Kahn Brothers Advisors - Kahn Brothers Group MRK - Merck & Co. 7.47 Add 0.43% 90,54 72,28 77,22 68,29 91,4 Kahn Brothers Advisors - Kahn Brothers Group C - Citigroup Inc. 7.41 Add 7.31% 72,53 58,28 66,86 57,59 80,29 Kahn Brothers Advisors - Kahn Brothers Group PTEN - Patterson-UTI Energy Inc. 6.91 Reduce 0.03% 9,85 6,94 13,74 5,99 14,01 NAD Thomas Gayner - Markel Asset Management BAM - Brookfield Asset Management Inc. 6.5 61,85 53,51 56,01 40,3 62,47 Thomas Gayner - Markel Asset Management BRK.A - Berkshire Hathaway CL A 5.78 454550 411378,99 473844,84 362860 488399,84 NAD Thomas Gayner - Markel Asset Management BRK.B - Berkshire Hathaway CL B 5.27 300,17 272,94 315,63 240,25 325,63 NAD Thomas Gayner - Markel Asset Management GOOG - Alphabet Inc. CL C 4.58 3014,18 2665,31 2706,29 2002,02 3042 Thomas Gayner - Markel Asset Management HD - Home Depot 4.39 416,18 326,47 347,55 246,59 420,61 Thomas Gayner - Markel Asset Management AMZN - Amazon.com Inc. 3.78 3696,06 3189,78 3144,21 ANO 2707,04 3773,08 Thomas Gayner - Markel Asset Management DEO - Diageo plc 3.42 221,79 192,75 197,63 156,66 223,14 Thomas Gayner - Markel Asset Management DIS - Walt Disney Co. 3.35 Add 0.86% 177,71 142,15 155,51 129,26 203,02 Thomas Gayner - Markel Asset Management DE - Deere & Co. 2.98 367,86 329 388,07 298,54 400,34 NAD Thomas Gayner - Markel Asset Management AAPL - Apple Inc. 2.45 180,33 139,14 170,91 116,21 182,94 David Abrams - Abrams Capital Management LAD - Lithia Motors Inc. A 15.32 342,01 0,89 321,14 274,03 417,98 David Abrams - Abrams Capital Management GOOGL - Alphabet Inc. 9.31 2996,77 2673,19 2710,43 1990,23 3030,93 David Abrams - Abrams Capital Management FB - Meta Platforms Inc. 8.89 347,56 306,84 214,98 ANO 212,36 384,33 David Abrams - Abrams Capital Management ABG - Asbury Automotive Group Inc. 8.3 229,65 159,35 182,61 146,43 230,97 David Abrams - Abrams Capital Management CHNG - Change Healthcare Inc. 7.96 21,75 20,28 19,94 ANO 18,97 23,8 David Abrams - Abrams Capital Management TDG - TransDigm Group Inc. 7.53 685 553,37 662,49 552,72 688,03 David Abrams - Abrams Capital Management UHAL - AMERCO 7.14 Reduce 20.18% 759,25 646,03 590,4 ANO 498,9 769,9 David Abrams - Abrams Capital Management CPNG - Coupang Inc. 6.25 Add 119.62% 30,45 25,69 23 ANO 16,61 69 David Abrams - Abrams Capital Management WTW - Willis Towers Watson plc 5.57 Reduce 2.31% 248,52 225,84 222,73 ANO 199,78 271,87 David Abrams - Abrams Capital Management CWH - Camping World Holdings Inc. 4.53 45,78 35,89 32,89 ANO 29,45 49,2 Daniel Loeb - Third Point S - SentinelOne Inc. 9.42 76,3 45,01 45,1 35,9 78,53 Daniel Loeb - Third Point DHR - Danaher Corp. 6.66 Add 1.22% 328,47 292,08 263,5 ANO 211,22 333,96 Daniel Loeb - Third Point PCG - PG&E Corp. 6.53 Reduce 6.02% 12,63 9,6 11,87 8,24 13,19 Daniel Loeb - Third Point AMZN - Amazon.com Inc. 5.47 Add 27.03% 3696,06 3189,78 3144,21 ANO 2707,04 3773,08 Daniel Loeb - Third Point INTU - Intuit Inc. 5.17 Add 4.55% 694,66 525,35 521,51 ANO 365,15 716,86 Daniel Loeb - Third Point GOOGL - Alphabet Inc. 4.29 2996,77 2673,19 2710,43 1990,23 3030,93 Daniel Loeb - Third Point UPST - Upstart Holdings Inc. 4.23 Reduce 67.74% 390 131,5 149,48 42,51 401,49 Daniel Loeb - Third Point MSFT - Microsoft Corp. 3.76 343,11 281,92 295,54 224,26 349,67 Daniel Loeb - Third Point ACN - Accenture 3.62 Buy 415,42 319,49 330,61 244,44 417,37 Daniel Loeb - Third Point SPGI - S&P Global Inc. 3.30 478,97 415,85 383,43 ANO 322,37 484,21 Mohnish Pabrai - Pabrai Investments MU - Micron Technology Inc. 78.42 Add 15.49% 96,17 66,38 94,86 65,67 98,45 Mohnish Pabrai - Pabrai Investments SRG - Seritage Growth Properties 21.58 Reduce 25.59% 17 12,45 9,37 ANO 8,89 24,04 Mohnish Pabrai - Pabrai Investments 78.42 #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! Chuck Akre - Akre Capital Management MCO - Moody's Corp. 12.74 Add 0.02% 406,69 349,73 328,81 ANO 272,6 407,94 Chuck Akre - Akre Capital Management MA - Mastercard Inc. 12.22 Add 0.05% 369,56 306,28 382,17 306 401,5 NAD Chuck Akre - Akre Capital Management AMT - American Tower Corp. 11.90 Add 0.02% 291,14 257,53 230,6 ANO 197,5 303,72 Chuck Akre - Akre Capital Management V - Visa Inc. 6.60 233,88 190,16 228,1 190,1 252,67 Chuck Akre - Akre Capital Management ORLY - O'Reilly Automotive 6.47 Add 0.04% 708,14 598,28 673,91 432,84 710,86 Chuck Akre - Akre Capital Management KKR - KKR & Co. L.P. 6.37 Add 0.00% 83,4 60,27 62,31 43,68 83,9 Chuck Akre - Akre Capital Management KMX - CarMax Inc. 5.51 Add 2.55% 154,85 122,54 109,4 ANO 102,47 155,98 Chuck Akre - Akre Capital Management ADBE - Adobe Inc. 5.3 Add 0.01% 688,37 549,77 471,16 ANO 420,78 699,54 Chuck Akre - Akre Capital Management ROP - Roper Technologies Inc. 4.75 Add 0.03% 498,43 445,49 441,73 ANO 365,23 505 Chuck Akre - Akre Capital Management BAM - Brookfield Asset Management Inc. 4.60 Add 0.01% 61,85 53,51 56,01 40,3 62,47 Thomas Russo - Gardner Russo & Gardner BRK.A - Berkshire Hathaway CL A 11.96 Reduce 2.23% 454550 411378,99 473844,84 362860 488399,84 NAD Thomas Russo - Gardner Russo & Gardner NSRGY - Nestle 11.64 Reduce 2.73% 140,74 120,21 127,48 104,5 141,95 Thomas Russo - Gardner Russo & Gardner MA - Mastercard Inc. 9.80 Reduce 3.09% 369,56 306,28 382,17 306 401,5 NAD Thomas Russo - Gardner Russo & Gardner GOOG - Alphabet Inc. CL C 9.37 Reduce 5.39% 3014,18 2665,31 2706,29 2002,02 3042 Thomas Russo - Gardner Russo & Gardner CFRHF - Compagnie Financiere Richemont SA 8.19 Reduce 2.28% 156,56 101,5 143,39 93,08 156,56 Thomas Russo - Gardner Russo & Gardner PDRDF - Pernod Ricard 6.72 Reduce 5.05% 242,34 215,92 217,34 182,38 246,48 Thomas Russo - Gardner Russo & Gardner HKHHF - Heineken Holding NV 6.37 Add 5.14% 93,5 82,51 87,45 82 105,24 Thomas Russo - Gardner Russo & Gardner PM - Philip Morris Intl. 6.14 Reduce 3.62% 98,85 85,94 110,93 83,98 111,28 NAD Thomas Russo - Gardner Russo & Gardner BRK.B - Berkshire Hathaway CL B 4.87 Reduce 3.88% 300,17 272,94 315,63 240,25 325,63 NAD Thomas Russo - Gardner Russo & Gardner MLM - Martin Marietta 4.59 Reduce 1.98% 441,72 341,68 380,9 312,42 446,46 Seth Klarman - Baupost Group LBTYK - Liberty Global Inc. C 15.34 29,95 26,64 28,88 23,1 30,49 Seth Klarman - Baupost Group QRVO - Qorvo Inc. 9.41 Add 16.94% 178,12 146,1 134,15 ANO 123,92 201,68 Seth Klarman - Baupost Group INTC - Intel Corp. 9.40 Reduce 8.65% 56 47,89 48,17 46,3 68,49 Seth Klarman - Baupost Group VSAT - Viasat Inc. 7.34 67 42,56 44,71 39,13 68,76 Seth Klarman - Baupost Group GOOG - Alphabet Inc. CL C 6.68 Reduce 21.55% 3014,18 2665,31 2706,29 2002,02 3042 Seth Klarman - Baupost Group LSXMK - Liberty SiriusXM Series C 5.41 Add 15.69% 55,6 47,02 51,84 40,05 56,19 Seth Klarman - Baupost Group VRTV - Veritiv Corp. 4.42 155,74 89,56 102,56 21,09 158,99 Seth Klarman - Baupost Group FB - Meta Platforms Inc. 3.35 Reduce 36.36% 347,56 306,84 214,98 ANO 212,36 384,33 Seth Klarman - Baupost Group FISV - Fiserv Inc. 3.20 Buy 111,29 95,55 95,35 ANO 92,06 127,34 Seth Klarman - Baupost Group SSNC - SS&C Technologies Holdings Inc. 3.17 82,99 69,4 75,61 62,93 84,85 Christopher Bloomstran - Semper Augustus BRK.B - Berkshire Hathaway CL B 19.73 Reduce 3.07% 300,17 272,94 315,63 240,25 325,63 NAD Christopher Bloomstran - Semper Augustus OLN - Olin Corp. 12.87 Reduce 2.10% 64,42 48,25 52,32 28,02 64,76 Christopher Bloomstran - Semper Augustus BRK.A - Berkshire Hathaway CL A 12.9 454550 411378,99 473844,84 362860 488399,84 NAD Christopher Bloomstran - Semper Augustus NEM - Newmont Corp. 7.40 Add 0.29% 61,59 53,27 64,31 52,6 75,31 NAD Christopher Bloomstran - Semper Augustus VIAC - ViacomCBS Inc. 7.5 Reduce 2.25% 39,9 28,68 27,94 ANO 27,92 101,97 Christopher Bloomstran - Semper Augustus KGC - Kinross Gold Corp. 4.30 Add 13.45% 7,02 5,04 5,84 4,9 8,34 Christopher Bloomstran - Semper Augustus XOM - Exxon Mobil Corp. 3.4 Reduce 3.59% 66,36 58,82 78,76 51,62 83,08 NAD Christopher Bloomstran - Semper Augustus DLTR - Dollar Tree Inc. 2.99 Reduce 1.23% 146,61 95,72 134,46 84,26 149,37 Christopher Bloomstran - Semper Augustus SBUX - Starbucks Corp. 2.86 Add 0.14% 116,91 106,07 94,36 ANO 92,42 126,32 Christopher Bloomstran - Semper Augustus VLO - Valero Energy 2.78 Add 1.44% 82,69 66,94 88,25 58,85 93,77 NAD Chris Hohn - TCI Fund Management GOOG - Alphabet Inc. CL C 19.22 3014,18 2665,31 2706,29 2002,02 3042 Chris Hohn - TCI Fund Management CHTR - Charter Communications 14.38 Reduce 5.39% 747,79 605,55 604,44 ANO 549,59 825,62 Chris Hohn - TCI Fund Management MSFT - Microsoft Corp. 12.63 343,11 281,92 295,54 224,26 349,67 Chris Hohn - TCI Fund Management V - Visa Inc. 11.26 Add 15.82% 233,88 190,16 228,1 190,1 252,67 Chris Hohn - TCI Fund Management CNI - Canadian Natl Railway Co. 10.15 135,53 115,65 125,99 100,66 136,22 Chris Hohn - TCI Fund Management CP - Canadian Pacific Railway 9.5 77,89 65,07 74,41 64,37 83,07 Chris Hohn - TCI Fund Management MCO - Moody's Corp. 5.77 406,69 349,73 328,81 ANO 272,6 407,94 Chris Hohn - TCI Fund Management GOOGL - Alphabet Inc. 4.3 2996,77 2673,19 2710,43 1990,23 3030,93 Chris Hohn - TCI Fund Management SPGI - S&P Global Inc. 3.98 Reduce 22.15% 478,97 415,85 383,43 ANO 322,37 484,21 Chris Hohn - TCI Fund Management UNP - Union Pacific 3.48 Add 7.42% 251,03 196,01 251,05 195,68 256,11 NAD Pat Dorsey WIX - Wix.com Ltd. 19.99 Add 75.17% 200,92 138,73 83,37 ANO 83,12 362,07 Pat Dorsey SMAR - Smartsheet Inc. 18.54 Add 1.14% 79,82 59,49 61,01 51,11 85,65 Pat Dorsey FB - Meta Platforms Inc. 16.59 Add 0.43% 347,56 306,84 214,98 ANO 212,36 384,33 Pat Dorsey PYPL - PayPal Holdings Inc. 9.19 Add 0.43% 271,7 179,32 111,88 ANO 111,56 310,16 Pat Dorsey DIS - Walt Disney Co. 9.6 Reduce 11.89% 177,71 142,15 155,51 129,26 203,02 Pat Dorsey EBAY - eBay Inc. 6.79 Reduce 27.80% 80,59 63,71 58,1 ANO 51,51 81,19 Pat Dorsey GOOG - Alphabet Inc. CL C 6.18 Add 0.44% 3014,18 2665,31 2706,29 2002,02 3042 Pat Dorsey POSH - Poshmark Inc Class A 4.80 Buy 27,15 16,89 16,52 ANO 12,44 79,5 Pat Dorsey SEMR - SEMrush Holdings Inc. 4.65 Add 2.59% 26,47 18,8 18,16 ANO 10,62 32,48 Pat Dorsey UPWK - Upwork Inc. 4.21 Reduce 10.89% 60,02 31,73 25,62 ANO 22,91 64,49 Prem Watsa - Fairfax Financial Holdings ATCO - Atlas Corp. 45.42 Add 0.01% 15,4 13,17 16,05 12,35 16,49 NAD Prem Watsa - Fairfax Financial Holdings RFP - Resolute Forest Products 14.92 15,08 10,74 11,84 8,53 17,65 Prem Watsa - Fairfax Financial Holdings BB - BlackBerry Ltd. 14.1 11,73 8,6 7,05 ANO 6,86 20,17 Prem Watsa - Fairfax Financial Holdings KW - Kennedy-Wilson Holdings Inc. 10.20 23,92 20,92 22,6 17,43 24,81 Prem Watsa - Fairfax Financial Holdings MU - Micron Technology Inc. 2.6 96,17 66,38 94,86 65,67 98,45 Prem Watsa - Fairfax Financial Holdings CCAP - Crescent Capital BDC Inc. 1.88 Reduce 12.04% 20,9 17,66 18 15,81 21,48 Prem Watsa - Fairfax Financial Holdings GOOGL - Alphabet Inc. 1.55 2996,77 2673,19 2710,43 1990,23 3030,93 Prem Watsa - Fairfax Financial Holdings BEN - Franklin Resources 1.7 37,68 28,89 31,35 24,91 38,27 Prem Watsa - Fairfax Financial Holdings HRB - H&R Block Inc. 0.85 25,71 22,76 24,84 18,75 26,51 Prem Watsa - Fairfax Financial Holdings PFE - Pfizer Inc. 0.76 61,25 41,32 50,61 33,36 61,71 Third Avenue Management FPH - Five Point Holdings LLC 7.51 Reduce 1.86% 7,95 5,39 6,37 5,26 8,93 Third Avenue Management HCC - Warrior Met Coal LLC 6.31 Add 7.80% 28,05 20,71 30,64 15,07 31,44 NAD Third Avenue Management LEN.B - Lennar Corp. CL B 6.1 Reduce 1.35% 95,4 75,96 76,4 62,54 96,42 Third Avenue Management BAM - Brookfield Asset Management Inc. 5.66 Reduce 14.01% 61,85 53,51 56,01 40,3 62,47 Third Avenue Management PLD - Prologis Inc. 5.57 Reduce 1.49% 167,97 125,43 144,04 94,14 169,93 Third Avenue Management CMA - Comerica Inc. 4.25 90,57 80,5 100,62 62,98 102,09 NAD Third Avenue Management WY - Weyerhaeuser Co. 4.19 Reduce 6.86% 40,97 35,57 41,9 31,8 43,04 NAD Third Avenue Management RYN - Rayonier Inc. 4.6 Reduce 7.17% 40,8 35,06 38,15 30,82 41,09 Third Avenue Management UHAL - AMERCO 4.00 Reduce 1.50% 759,25 646,03 590,4 ANO 498,9 769,9 Third Avenue Management LOW - Lowe's Cos. 3.92 Reduce 1.51% 261,38 202,86 224,91 150,84 263,31 Bill Miller - Miller Value Partners AMZN - Amazon.com Inc. 4.50 Add 5.25% 3696,06 3189,78 3144,21 ANO 2707,04 3773,08 Bill Miller - Miller Value Partners DXC - DXC Technology Co. 4.1 Add 0.27% 35,1 29,58 37,29 24,2 44,18 NAD Bill Miller - Miller Value Partners FANG - Diamondback Energy Inc. 3.79 Reduce 0.12% 115,71 94,67 132,28 63,05 136,55 NAD Bill Miller - Miller Value Partners FB - Meta Platforms Inc. 3.69 Add 3.63% 347,56 306,84 214,98 ANO 212,36 384,33 Bill Miller - Miller Value Partners ADT - ADT Inc. 3.46 Reduce 2.76% 10,09 7,96 7,85 ANO 6,68 11,78 Bill Miller - Miller Value Partners GOOGL - Alphabet Inc. 3.45 Reduce 15.40% 2996,77 2673,19 2710,43 1990,23 3030,93 Bill Miller - Miller Value Partners TMHC - Taylor Morrison Home Corp. 3.45 Add 1.44% 34,97 25,78 30,23 22,64 35,51 Bill Miller - Miller Value Partners TVTY - Tivity Health Inc. 3.42 Add 1.15% 28,18 23,06 25,85 20,95 29,18 Bill Miller - Miller Value Partners NCLH - Norwegian Cruise Line Hlgs Ltd. 3.41 Add 29.17% 28,92 17,79 22,99 17,78 34,49 Bill Miller - Miller Value Partners MAT - Mattel Inc. 3.6 Buy 22,86 18,35 25,3 17,95 25,51 NAD Leon Cooperman - Omega Advisors COOP - Mr. Cooper Group Inc. 8.88 44,58 38,91 51,89 28,64 52 NAD Leon Cooperman - Omega Advisors GOOGL - Alphabet Inc. 8.73 2996,77 2673,19 2710,43 1990,23 3030,93 Leon Cooperman - Omega Advisors ATH - Athene Holding Ltd. 6.70 Reduce 7.87% 1,55 0,92 1,57 0,38 1,58 NAD Leon Cooperman - Omega Advisors DVN - Devon Energy Corp. 6.2 Reduce 12.78% 45,12 35,51 54,24 19,61 55,7 NAD Leon Cooperman - Omega Advisors FISV - Fiserv Inc. 5.37 111,29 95,55 95,35 ANO 92,06 127,34 Leon Cooperman - Omega Advisors CI - CIGNA Corp. 5.19 231,65 191,9 228,54 191,74 272,81 Leon Cooperman - Omega Advisors MP - MP Materials Corp. 4.88 Reduce 10.15% 47,26 29,57 43,27 23,18 53,03 Leon Cooperman - Omega Advisors ASH - Ashland Global Holdings Inc. 4.72 109,26 89,12 96,13 81,93 110,74 Leon Cooperman - Omega Advisors MSFT - Microsoft Corp. 4.15 343,11 281,92 295,54 224,26 349,67 Leon Cooperman - Omega Advisors WSC - WillScot Mobile Mini Hldgs Corp. 3.48 40,99 31,5 38,63 24,51 42 Michael Price - MFP Investors INTC - Intel Corp. 11.78 Add 0.85% 56 47,89 48,17 46,3 68,49 Michael Price - MFP Investors SANW - S&W Seed Co. 5.27 Add 8.67% 4,29 2,51 2,33 ANO 2,11 4,6 Michael Price - MFP Investors BG - Bunge Ltd. 4.49 96,15 81,32 102,52 71,73 103,59 NAD Michael Price - MFP Investors CIT - CIT Group 3.67 9,38 7,32 7,23 ANO 6,67 11,19 Michael Price - MFP Investors ATEX - Anterix Inc. 3.65 64,87 56,14 55,15 ANO 39,27 66,55 Michael Price - MFP Investors ACBI - Atlantic Capital Bancshares 2.87 Reduce 5.27% 29,97 26,27 32,37 18,85 33,68 NAD Michael Price - MFP Investors BPOP - Popular Inc. 2.84 86,22 76 93,67 62,33 99,49 NAD Michael Price - MFP Investors LH - Laboratory Corp. of America Hldgs 2.78 313,34 271,6 263,47 ANO 230,89 317,17 Michael Price - MFP Investors BANC - Banc of California Inc. 2.47 21,81 18,49 19,73 15,4 22,09 Michael Price - MFP Investors TWTR - Twitter Inc. 2.43 Add 103.00% 66,11 42,07 35,73 ANO 32,05 80,75 Francis Chou - Chou Associates RFP - Resolute Forest Products 32.75 Reduce 6.15% 15,08 10,74 11,84 8,53 17,65 Francis Chou - Chou Associates BRK.A - Berkshire Hathaway CL A 31.21 454550 411378,99 473844,84 362860 488399,84 NAD Francis Chou - Chou Associates BHC - Bausch Health 14.63 Reduce 48.83% 29,01 23 25,58 22,3 34,8 Francis Chou - Chou Associates MBI - MBIA Inc. 6.56 16,04 11,26 15,18 6,15 17,9 Francis Chou - Chou Associates JPM - JPMorgan Chase & Co. 3.76 171,78 153,94 155,05 139,57 172,96 Francis Chou - Chou Associates BB - BlackBerry Ltd. 2.48 11,73 8,6 7,05 ANO 6,86 20,17 Francis Chou - Chou Associates C - Citigroup Inc. 2.41 72,53 58,28 66,86 57,59 80,29 Francis Chou - Chou Associates GS - Goldman Sachs Group 1.88 423,85 371,61 360,14 ANO 307,58 426,16 Francis Chou - Chou Associates MGA - Magna International Inc. 1.12 88,55 75,2 79,76 72,65 104,28 Francis Chou - Chou Associates PKX - POSCO 0.85 69,49 55,17 59,03 54,2 92,19 Glenn Greenberg - Brave Warrior Advisors ANTM - Anthem Inc. 20.17 Reduce 0.40% 467,67 370,08 452,01 288,32 472,01 Glenn Greenberg - Brave Warrior Advisors FNF - Fidelity National Financial Inc. 14.37 Reduce 1.73% 52,62 45,34 48,95 35,72 56,44 Glenn Greenberg - Brave Warrior Advisors PRI - Primerica Inc. 9.42 Add 1.45% 177,14 143,1 139,23 ANO 135,18 179,51 Glenn Greenberg - Brave Warrior Advisors VVV - Valvoline Inc. 8.91 Reduce 1.61% 37,39 31,18 33,06 24,12 37,97 Glenn Greenberg - Brave Warrior Advisors APO - Apollo Global Management 7.72 Add 33.47% 79,96 58,79 67,99 45,4 81,07 Glenn Greenberg - Brave Warrior Advisors JPM - JPMorgan Chase & Co. 7.54 Reduce 10.59% 171,78 153,94 155,05 139,57 172,96 Glenn Greenberg - Brave Warrior Advisors PGR - Progressive Corp. 7.34 Reduce 1.76% 103,97 90,01 106,67 84,89 111,85 NAD Glenn Greenberg - Brave Warrior Advisors RJF - Raymond James Financial Inc. 7.14 Reduce 1.59% 102,53 92,28 112,25 75,91 117,37 NAD Glenn Greenberg - Brave Warrior Advisors BRK.B - Berkshire Hathaway CL B 6.40 Reduce 1.98% 300,17 272,94 315,63 240,25 325,63 NAD Glenn Greenberg - Brave Warrior Advisors HCA - HCA Healthcare Inc. 4.98 Reduce 1.77% 260 225,59 244,44 170,13 269,75 Warren Buffett - Berkshire Hathaway AAPL - Apple Inc. 47.60 180,33 139,14 170,91 116,21 182,94 Warren Buffett - Berkshire Hathaway BAC - Bank of America Corp. 13.58 48,37 42,45 47,85 33,7 50,11 Warren Buffett - Berkshire Hathaway AXP - American Express 7.49 187,08 150,06 198,72 126,08 199,5 NAD Warren Buffett - Berkshire Hathaway KO - Coca Cola Co. 7.16 58,95 52,3 60,75 48,97 62,33 NAD Warren Buffett - Berkshire Hathaway KHC - Kraft Heinz Co. 3.53 37,84 32,88 36,32 32,78 44,95 Warren Buffett - Berkshire Hathaway MCO - Moody's Corp. 2.91 406,69 349,73 328,81 ANO 272,6 407,94 Warren Buffett - Berkshire Hathaway VZ - Verizon Communications 2.49 54,53 49,77 53,26 49,69 59,85 Warren Buffett - Berkshire Hathaway USB - U.S. Bancorp 2.15 62,74 54,85 58,33 48,01 63,57 Warren Buffett - Berkshire Hathaway CVX - Chevron Corp. 1.36 Add 33.24% 118,79 101,45 135,03 92,61 139,44 NAD Warren Buffett - Berkshire Hathaway BK - Bank of New York Mellon Corp. 1.27 60,09 51,84 62,78 41,9 64,63 NAD Bill Ackman - Pershing Square Capital Management LOW - Lowe's Cos. 25.1 261,38 202,86 224,91 150,84 263,31 Bill Ackman - Pershing Square Capital Management HLT - Hilton Worldwide Holdings 18.57 Reduce 2.26% 155,37 129,96 156,82 108,5 160,96 NAD Bill Ackman - Pershing Square Capital Management CMG - Chipotle Mexican Grill Inc. 18.42 1863 1592,1 1562,73 ANO 1256,27 1958,55 Bill Ackman - Pershing Square Capital Management QSR - Restaurant Brands International 13.73 62,28 54,35 58,37 53,47 71,12 Bill Ackman - Pershing Square Capital Management HHC - Howard Hughes Corp. 13.10 100,71 81,99 97,29 81,99 113,2 Bill Ackman - Pershing Square Capital Management DPZ - Dominos Pizza Inc. 11.16 562,4 454,91 428,78 ANO 319,71 567,57 Bill Ackman - Pershing Square Capital Management 43.58 #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! Bill Ackman - Pershing Square Capital Management 43.31 #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! #HODNOTA! Alex Roepers - Atlantic Investment Management HUN - Huntsman Corp. 16.84 Reduce 7.68% 35,12 29,59 41,15 24,1 41,47 NAD Alex Roepers - Atlantic Investment Management UNVR - Univar Solutions Inc. 14.75 Reduce 9.15% 29,2 23,82 29,89 19,25 29,95 NAD Alex Roepers - Atlantic Investment Management EMN - Eastman Chemical 14.10 Add 317.38% 120,27 100,74 123,5 98,24 130,47 NAD Alex Roepers - Atlantic Investment Management WRK - WestRock Co. 13.52 Add 15.96% 51,63 42,48 47,42 41,85 62,03 Alex Roepers - Atlantic Investment Management AVT - Avnet Inc. 10.48 Add 10.84% 41,79 36,11 41,99 35,71 45,43 NAD Alex Roepers - Atlantic Investment Management GT - Goodyear Tire & Rubber 10.2 Reduce 5.24% 24,14 17,7 16,74 ANO 13,45 24,89 Alex Roepers - Atlantic Investment Management LEA - Lear Corp. 8.86 Reduce 12.03% 187,99 156,48 174,84 144,78 204,91 Alex Roepers - Atlantic Investment Management TKR - Timken Co. 7.52 Buy 77,43 63,93 68,82 62,96 92,39 Alex Roepers - Atlantic Investment Management OI - O-I Glass Inc. 2.20 14,96 10,9 13,83 10,64 19,46 Alex Roepers - Atlantic Investment Management NOMD - Nomad Foods Ltd 1.72 Add 120.00% 28,79 23,83 25,76 23,18 31,85 David Einhorn - Greenlight Capital GRBK - Green Brick Partners 32.17 31,89 20,34 22,99 18,27 32,25 David Einhorn - Greenlight Capital BHF - Brighthouse Financial Inc. 11.95 Reduce 3.38% 55,37 45,23 57,62 38,93 62,33 NAD David Einhorn - Greenlight Capital TECK - Teck Resources 5.96 Reduce 25.00% 29,88 24,55 36,3 17,31 37,23 NAD David Einhorn - Greenlight Capital CHNG - Change Healthcare Inc. 4.73 Add 1.39% 21,75 20,28 19,94 ANO 18,97 23,8 David Einhorn - Greenlight Capital AAWW - Atlas Air Worldwide Holdings 4.67 Reduce 46.20% 94,91 77,54 79,22 53,36 97,13 David Einhorn - Greenlight Capital GPN - Global Payments Inc. 4.16 Buy 161,31 117,86 143,48 116,75 220,81 David Einhorn - Greenlight Capital CC - Chemours Co. 3.56 Reduce 25.00% 33,21 27,95 31,27 23,3 38,87 David Einhorn - Greenlight Capital CPRI - Capri Holdings Ltd 3.49 Add 45.71% 66,69 48,41 70,61 43,46 72,37 NAD David Einhorn - Greenlight Capital ODP - ODP Corp. 3.44 Add 25.34% 45,79 35,94 44,17 34,02 51,4 David Einhorn - Greenlight Capital CEIX - CONSOL Energy Inc. 2.60 Reduce 11.42% 35,7 20,51 29,9 8,65 36,23 Bill & Melinda Gates Foundation Trust BRK.B - Berkshire Hathaway CL B 43.85 Reduce 12.92% 300,17 272,94 315,63 240,25 325,63 NAD Bill & Melinda Gates Foundation Trust WM - Waste Management Inc. 13.54 166,83 148,83 141,5 ANO 109,11 168,04 Bill & Melinda Gates Foundation Trust CAT - Caterpillar Inc. 8.72 214,25 188,94 203,7 186,98 246,69 Bill & Melinda Gates Foundation Trust CNI - Canadian Natl Railway Co. 6.99 135,53 115,65 125,99 100,66 136,22 Bill & Melinda Gates Foundation Trust ECL - Ecolab Inc. 4.46 235,67 208,62 182,14 ANO 180,37 238,93 Bill & Melinda Gates Foundation Trust WMT - Walmart Inc. 4.36 151,28 135,47 133,3 ANO 126,28 152,57 Bill & Melinda Gates Foundation Trust CCI - Crown Castle International Corp. 4.15 207,92 167,81 164,16 ANO 146,15 209,87 Bill & Melinda Gates Foundation Trust MSFT - Microsoft Corp. 2.84 Reduce 34.04% 343,11 281,92 295,54 224,26 349,67 Bill & Melinda Gates Foundation Trust UPS - United Parcel Service 2.13 218,07 178,42 214,58 156,59 233,72 Bill & Melinda Gates Foundation Trust FDX - FedEx Corp. 1.68 258,56 217,87 226,1 216,34 319,9 David Rolfe - Wedgewood Partners AAPL - Apple Inc. 8.66 Reduce 2.16% 180,33 139,14 170,91 116,21 182,94 David Rolfe - Wedgewood Partners FB - Meta Platforms Inc. 7.60 Add 15.84% 347,56 306,84 214,98 ANO 212,36 384,33 David Rolfe - Wedgewood Partners GOOGL - Alphabet Inc. 7.55 Reduce 0.91% 2996,77 2673,19 2710,43 1990,23 3030,93 David Rolfe - Wedgewood Partners TSCO - Tractor Supply 6.55 Reduce 1.80% 236,97 193,29 214,27 148,43 239,86 David Rolfe - Wedgewood Partners EW - Edwards Lifesciences Corp. 6.7 Reduce 25.28% 130,68 106,37 108,71 78,44 131,73 David Rolfe - Wedgewood Partners V - Visa Inc. 5.97 Add 49.09% 233,88 190,16 228,1 190,1 252,67 David Rolfe - Wedgewood Partners MSFT - Microsoft Corp. 5.81 Reduce 1.53% 343,11 281,92 295,54 224,26 349,67 David Rolfe - Wedgewood Partners MSI - Motorola Solutions Inc. 5.63 Reduce 19.05% 272,73 231,47 218,15 ANO 173,79 273,65 David Rolfe - Wedgewood Partners CDW - CDW Corp. 4.85 Reduce 0.60% 207,02 173,61 182,28 148,91 208,71 David Rolfe - Wedgewood Partners KEYS - Keysight Technologies Inc. 3.98 Reduce 18.42% 207,93 161,15 166,93 129,09 209,08 Nelson Peltz - Trian Fund Management FERG - Ferguson plc 27.11 Reduce 10.50% 180,76 138,81 150,6 116,7 183,67 Nelson Peltz - Trian Fund Management JHG - Janus Henderson Group 15.90 Add 19.28% 48,43 39,49 35,59 ANO 27,96 48,55 Nelson Peltz - Trian Fund Management IVZ - Invesco Ltd 15.85 Add 23.72% 26,53 21,76 23,47 20,25 29,71 Nelson Peltz - Trian Fund Management SYY - Sysco Corp. 13.54 Reduce 3.95% 83,35 68,07 85,31 68,05 86,73 NAD Nelson Peltz - Trian Fund Management CMCSA - Comcast Corp. 13.49 57,4 47,71 47,96 45,47 61,8 Nelson Peltz - Trian Fund Management WEN - Wendy's Co. 8.10 23,87 20,38 22,98 18,86 29,46 Nelson Peltz - Trian Fund Management GE - General Electric 5.10 Add 0.01% 111,29 89,98 101 88,05 116,17 Nelson Peltz - Trian Fund Management PG - Procter & Gamble 0.52 Reduce 95.50% 164,19 138,79 156,72 121,54 165,35 Nelson Peltz - Trian Fund Management MDLZ - Mondelez International 0.40 Reduce 94.37% 66,37 58,07 65,47 52,91 69,47 Jeffrey Ubben - ValueAct Capital STX - Seagate Technology 19.73 Reduce 10.88% 115 79,01 110,71 70,05 117,67 Jeffrey Ubben - ValueAct Capital KKR - KKR & Co. L.P. 18.53 Reduce 8.31% 83,4 60,27 62,31 43,68 83,9 Jeffrey Ubben - ValueAct Capital FISV - Fiserv Inc. 15.25 Add 19.20% 111,29 95,55 95,35 ANO 92,06 127,34 Jeffrey Ubben - ValueAct Capital LKQ - LKQ Corp. 11.88 Reduce 18.56% 59,63 49,83 55,22 36,33 60,43 Jeffrey Ubben - ValueAct Capital CBRE - CBRE Group 11.30 108,58 95,02 101,02 68,72 111 Jeffrey Ubben - ValueAct Capital C - Citigroup Inc. 9.43 72,53 58,28 66,86 57,59 80,29 Jeffrey Ubben - ValueAct Capital BHC - Bausch Health 4.86 Reduce 12.96% 29,01 23 25,58 22,3 34,8 Jeffrey Ubben - ValueAct Capital NSIT - Insight Enterprises Inc. 4.00 106,17 90,08 97,95 80,03 111,02 Jeffrey Ubben - ValueAct Capital SLM - SLM Corp. 3.24 Reduce 13.67% 19,5 17,1 20,42 14,81 21,4 NAD Jeffrey Ubben - ValueAct Capital TRN - Trinity Industries 1.32 Reduce 74.20% 30,22 25,57 30,93 24,7 33,77 NAD Guy Spier - Aquamarine Capital BRK.B - Berkshire Hathaway CL B 19.32 300,17 272,94 315,63 240,25 325,63 NAD Guy Spier - Aquamarine Capital AXP - American Express 15.79 187,08 150,06 198,72 126,08 199,5 NAD Guy Spier - Aquamarine Capital BAC - Bank of America Corp. 15.70 48,37 42,45 47,85 33,7 50,11 Guy Spier - Aquamarine Capital MA - Mastercard Inc. 10.86 369,56 306,28 382,17 306 401,5 NAD Guy Spier - Aquamarine Capital RACE - Ferrari NV 9.51 275,3 207,24 222,44 183,82 278,78 Guy Spier - Aquamarine Capital MU - Micron Technology Inc. 8.56 96,17 66,38 94,86 65,67 98,45 Guy Spier - Aquamarine Capital BRK.A - Berkshire Hathaway CL A 6.21 454550 411378,99 473844,84 362860 488399,84 NAD Guy Spier - Aquamarine Capital MCO - Moody's Corp. 4.85 406,69 349,73 328,81 ANO 272,6 407,94 Guy Spier - Aquamarine Capital SRG - Seritage Growth Properties 3.5 17 12,45 9,37 ANO 8,89 24,04 Guy Spier - Aquamarine Capital BABA - Alibaba Group Holdings 2.59 177,7 111,96 125,85 108,7 274,29 Bill Nygren - Oakmark Select GOOGL - Alphabet Inc. 10.46 Reduce 16.70% 2996,77 2673,19 2710,43 1990,23 3030,93 Bill Nygren - Oakmark Select CBRE - CBRE Group 8.88 Reduce 4.48% 108,58 95,02 101,02 68,72 111 Bill Nygren - Oakmark Select ALLY - Ally Financial Inc. 6.15 Reduce 2.28% 55,81 44,97 50,4 40,64 56,61 Bill Nygren - Oakmark Select NFLX - Netflix Inc. 5.75 Reduce 0.09% 691,69 586,73 392,89 ANO 351,46 700,99 Bill Nygren - Oakmark Select CHTR - Charter Communications 5.68 Reduce 0.03% 747,79 605,55 604,44 ANO 549,59 825,62 Bill Nygren - Oakmark Select C - Citigroup Inc. 5.55 Add 2.07% 72,53 58,28 66,86 57,59 80,29 Bill Nygren - Oakmark Select fb - Meta Platforms Inc. 5.33 347,56 306,84 214,98 ANO 212,36 384,33 Bill Nygren - Oakmark Select BAC - Bank of America Corp. 5.4 Reduce 10.33% 48,37 42,45 47,85 33,7 50,11 Bill Nygren - Oakmark Select COF - Capital One Financial 4.91 Reduce 7.13% 173,25 138,35 159,09 115,31 177,95 Bill Nygren - Oakmark Select AIG - American International Group 4.64 Reduce 4.73% 61,08 51,72 60,39 41,17 63,54 Harry Burn - Sound Shore FLEX - Flex Ltd. 4.46 19,4 16,61 17,39 15,46 20,03 Harry Burn - Sound Shore PRGO - Perrigo Co. 4.21 48,56 35,79 38,51 35,34 50,9 Harry Burn - Sound Shore WFC - Wells Fargo 3.90 Add 38.50% 52 45,31 58,15 34 60,3 NAD Harry Burn - Sound Shore BAC - Bank of America Corp. 3.61 Add 29.49% 48,37 42,45 47,85 33,7 50,11 Harry Burn - Sound Shore VST - Vistra Corp. 3.54 Add 6.15% 22,39 16,85 21,68 15,47 24,2 Harry Burn - Sound Shore CI - CIGNA Corp. 3.52 Add 28.73% 231,65 191,9 228,54 191,74 272,81 Harry Burn - Sound Shore MRK - Merck & Co. 3.52 Add 29.79% 90,54 72,28 77,22 68,29 91,4 Harry Burn - Sound Shore Y - Alleghany Corp. 3.32 703,62 624,41 691 600,77 737,89 Harry Burn - Sound Shore COF - Capital One Financial 3.12 173,25 138,35 159,09 115,31 177,95 Harry Burn - Sound Shore ORCL - Oracle Corp. 3.11 Add 6.39% 103,65 87,13 78,74 ANO 61,08 106,34 Greg Alexander - Conifer Management STLA - Stellantis N.V. 19.44 20,5 17,13 19,45 15,8 21,99 Greg Alexander - Conifer Management EQH - Equitable Holdings Inc. 19.11 35,43 29,64 34,7 27,54 37,13 Greg Alexander - Conifer Management BLDR - Builders FirstSource Inc. 18.1 Reduce 30.18% 85,05 51,74 70,58 39,2 86,48 Greg Alexander - Conifer Management BABA - Alibaba Group Holdings 17.93 Add 19.77% 177,7 111,96 125,85 108,7 274,29 Greg Alexander - Conifer Management YNDX - Yandex N.V. 8.54 86,47 59,59 52,18 ANO 39 87,11 Greg Alexander - Conifer Management JD - JD.com Inc. 5.47 91,55 65,63 74,57 61,65 108,29 Greg Alexander - Conifer Management SBGI - Sinclair Broadcast Group Inc. 4.52 32,39 22,79 28,62 22,44 39,6 Greg Alexander - Conifer Management GTYH - GTY Technology Holdings Inc. 2.76 8,03 5,81 4,61 ANO 4,5 8,25 Greg Alexander - Conifer Management IMXI - International Money Express Inc. 2.24 Reduce 12.26% 17,01 14,83 16,06 13,14 18,96 Greg Alexander - Conifer Management RMNI - Rimini Street Inc. 0.98 Add 94.87% 11,3 5,46 4,99 ANO 4,57 11,52 Mason Hawkins - Longleaf Partners LUMN - Lumen Technologies Inc. 12.47 Add 10.84% 14,27 11,79 9,89 ANO 9,72 15,45 Mason Hawkins - Longleaf Partners AMG - Affiliated Managers Group 7.18 190,34 147,82 147,83 132,62 191,62 Mason Hawkins - Longleaf Partners MAT - Mattel Inc. 6.80 22,86 18,35 25,3 17,95 25,51 NAD Mason Hawkins - Longleaf Partners MGM - MGM Resorts International 6.36 50,37 38,3 45,26 34,11 51,17 Mason Hawkins - Longleaf Partners H - Hyatt Hotels Corp. 5.91 Add 30.26% 95,93 77,1 107,98 67,7 108,1 NAD Mason Hawkins - Longleaf Partners FRFHF - Fairfax Financial Holdings Ltd. 5.85 491,22 392,03 511,38 390 550,61 NAD Mason Hawkins - Longleaf Partners DEI - Douglas Emmett Inc. 5.76 36,92 31,61 32,09 27,92 36,97 Mason Hawkins - Longleaf Partners CNHI - CNH Industrial NV 5.48 Reduce 23.14% 17,15 14,09 16,21 12,3 17,13 Mason Hawkins - Longleaf Partners CNX - CNX Resources Corp. 5.47 15,62 12,62 16,51 10,41 16,99 NAD Mason Hawkins - Longleaf Partners GE - General Electric 5.29 Reduce 0.00% 111,29 89,98 101 88,05 116,17 Ruane, Cunniff & Goldfarb - Sequoia FB - Meta Platforms Inc. 6.90 Add 9.13% 347,56 306,84 214,98 ANO 212,36 384,33 Ruane, Cunniff & Goldfarb - Sequoia KMX - CarMax Inc. 6.74 Add 5.38% 154,85 122,54 109,4 ANO 102,47 155,98 Ruane, Cunniff & Goldfarb - Sequoia TSM - Taiwan Semiconductor S.A. 5.83 Add 19.78% 124,75 109,02 122,2 107,58 145 Ruane, Cunniff & Goldfarb - Sequoia CACC - Credit Acceptance Corp. 5.66 Reduce 19.18% 696,25 581,74 545,79 ANO 346,49 703,27 Ruane, Cunniff & Goldfarb - Sequoia GOOGL - Alphabet Inc. 5.62 2996,77 2673,19 2710,43 1990,23 3030,93 Ruane, Cunniff & Goldfarb - Sequoia UNH - United Health Group Inc. 5.53 505,58 387,01 474,07 320,35 509,23 Ruane, Cunniff & Goldfarb - Sequoia ANTM - Anthem Inc. 5.6 467,67 370,08 452,01 288,32 472,01 Ruane, Cunniff & Goldfarb - Sequoia SCHW - Charles Schwab Corp. 4.68 85,82 72,84 88,89 58,64 96,24 NAD Ruane, Cunniff & Goldfarb - Sequoia W - Wayfair Inc. 4.47 Add 82.41% 279,32 189,51 138,66 ANO 129,5 355,96 Ruane, Cunniff & Goldfarb - Sequoia CNSWF - Constellation Software Inc. 4.46 1861,77 1628 1653,27 1260 1919,99 Christopher Davis - Clipper COF - Capital One Financial 8.98 Reduce 14.50% 173,25 138,35 159,09 115,31 177,95 Christopher Davis - Clipper BRK.A - Berkshire Hathaway CL A 8.71 454550 411378,99 473844,84 362860 488399,84 NAD Christopher Davis - Clipper WFC - Wells Fargo 8.3 52 45,31 58,15 34 60,3 NAD Christopher Davis - Clipper GOOGL - Alphabet Inc. 7.20 2996,77 2673,19 2710,43 1990,23 3030,93 Christopher Davis - Clipper BK - Bank of New York Mellon Corp. 5.57 60,09 51,84 62,78 41,9 64,63 NAD Christopher Davis - Clipper USB - U.S. Bancorp 5.43 62,74 54,85 58,33 48,01 63,57 Christopher Davis - Clipper FB - Meta Platforms Inc. 5.11 Reduce 22.65% 347,56 306,84 214,98 ANO 212,36 384,33 Christopher Davis - Clipper MKL - Markel Corp. 5.2 1330,53 1188 1272,8 1062,11 1343,56 Christopher Davis - Clipper AMZN - Amazon.com Inc. 4.79 Reduce 29.24% 3696,06 3189,78 3144,21 ANO 2707,04 3773,08 Christopher Davis - Clipper CI - CIGNA Corp. 3.49 Add 350.51% 231,65 191,9 228,54 191,74 272,81 Donald Yacktman - Yacktman Focused Fund PEP - PepsiCo Inc. 6.90 Reduce 0.30% 172,97 150,2 165,45 128,32 177,24 Donald Yacktman - Yacktman Focused Fund CNQ - Canadian Natural Resources 6.41 Add 2.32% 43,59 36,54 53,87 27,01 54,71 NAD Donald Yacktman - Yacktman Focused Fund MSFT - Microsoft Corp. 6.13 Reduce 0.12% 343,11 281,92 295,54 224,26 349,67 Donald Yacktman - Yacktman Focused Fund GOOG - Alphabet Inc. CL C 5.49 Reduce 7.25% 3014,18 2665,31 2706,29 2002,02 3042 Donald Yacktman - Yacktman Focused Fund PG - Procter & Gamble 4.68 Add 0.02% 164,19 138,79 156,72 121,54 165,35 Donald Yacktman - Yacktman Focused Fund CTSH - Cognizant Technology Solutions 4.67 Add 1.56% 89,59 74,21 88,56 66,19 92,44 Donald Yacktman - Yacktman Focused Fund KO - Coca Cola Co. 3.38 Add 0.58% 58,95 52,3 60,75 48,97 62,33 NAD Donald Yacktman - Yacktman Focused Fund JNJ - Johnson & Johnson 3.37 Add 1.11% 173,01 155,93 166,38 151,47 179,92 Donald Yacktman - Yacktman Focused Fund BKNG - Booking Holdings Inc. 3.36 Reduce 0.52% 2648,2 2067,01 2685,52 2053,57 2687,29 NAD Donald Yacktman - Yacktman Focused Fund SYY - Sysco Corp. 3.35 Reduce 11.75% 83,35 68,07 85,31 68,05 86,73 NAD Jean-Marie Eveillard - First Eagle U.S. Value ORCL - Oracle Corp. 5.63 Reduce 1.99% 103,65 87,13 78,74 ANO 61,08 106,34 Jean-Marie Eveillard - First Eagle U.S. Value CMCSA - Comcast Corp. 3.71 Reduce 0.19% 57,4 47,71 47,96 45,47 61,8 Jean-Marie Eveillard - First Eagle U.S. Value XOM - Exxon Mobil Corp. 3.66 Reduce 5.01% 66,36 58,82 78,76 51,62 83,08 NAD Jean-Marie Eveillard - First Eagle U.S. Value CHRW - C.H. Robinson Worldwide 2.86 Add 0.74% 107,42 86,35 88,94 84,67 112,15 Jean-Marie Eveillard - First Eagle U.S. Value FB - Meta Platforms Inc. 2.84 Reduce 1.35% 347,56 306,84 214,98 ANO 212,36 384,33 Jean-Marie Eveillard - First Eagle U.S. Value WTW - Willis Towers Watson plc 2.82 Reduce 0.26% 248,52 225,84 222,73 ANO 199,78 271,87 Jean-Marie Eveillard - First Eagle U.S. Value TSM - Taiwan Semiconductor S.A. 2.80 Reduce 3.62% 124,75 109,02 122,2 107,58 145 Jean-Marie Eveillard - First Eagle U.S. Value NEM - Newmont Corp. 2.71 Reduce 5.01% 61,59 53,27 64,31 52,6 75,31 NAD Jean-Marie Eveillard - First Eagle U.S. Value PM - Philip Morris Intl. 2.49 Reduce 0.61% 98,85 85,94 110,93 83,98 111,28 NAD Jean-Marie Eveillard - First Eagle U.S. Value CL - Colgate-Palmolive 2.48 Reduce 0.62% 84,91 74,42 77,64 74,01 85,61 Lindsell Train MDLZ - Mondelez International 25.36 Reduce 10.83% 66,37 58,07 65,47 52,91 69,47 Lindsell Train INTU - Intuit Inc. 14.50 Reduce 15.20% 694,66 525,35 521,51 ANO 365,15 716,86 Lindsell Train DIS - Walt Disney Co. 12.45 Add 0.96% 177,71 142,15 155,51 129,26 203,02 Lindsell Train PEP - PepsiCo Inc. 12.45 Reduce 12.16% 172,97 150,2 165,45 128,32 177,24 Lindsell Train PYPL - PayPal Holdings Inc. 11.46 Add 4.44% 271,7 179,32 111,88 ANO 111,56 310,16 Lindsell Train EBAY - eBay Inc. 8.34 Reduce 5.30% 80,59 63,71 58,1 ANO 51,51 81,19 Lindsell Train WWE - World Wrestling Ent. 8.15 Add 1.68% 61,82 47,54 57,71 45,9 70,72 Lindsell Train BF.A - Brown-Forman Corp. CL A 2.88 Add 2.76% 70,28 62,67 61,65 ANO 59,41 76,15 Lindsell Train MANU - Manchester United plc 2.24 Reduce 4.03% 19,98 13,92 13,65 ANO 13,1 20,86 Lindsell Train CZOO - Cazoo Group Ltd 1.45 Buy 10,01 5,96 4,54 ANO 3,72 13,7 Charles Bobrinskoy - Ariel Focus APA - APA Corp. 5.95 Add 0.99% 30,66 21,43 32,74 15,55 36,46 NAD Charles Bobrinskoy - Ariel Focus MOS - Mosaic Co. 5.92 Add 1.88% 42,47 33,62 46,05 27,23 47,55 NAD Charles Bobrinskoy - Ariel Focus BOKF - BOK Financial Corp. 5.27 Add 3.37% 109,56 89,55 104,36 77,65 120,2 Charles Bobrinskoy - Ariel Focus NLSN - Nielsen Holdings plc 4.80 Add 20.96% 21,91 19,15 18,27 ANO 17,79 28,42 Charles Bobrinskoy - Ariel Focus GS - Goldman Sachs Group 4.77 Add 7.15% 423,85 371,61 360,14 ANO 307,58 426,16 Charles Bobrinskoy - Ariel Focus SJM - J.M. Smucker Co 4.75 Add 8.76% 138,91 119,69 135,01 111,59 145,82 Charles Bobrinskoy - Ariel Focus LH - Laboratory Corp. of America Hldgs 4.53 Add 16.08% 313,34 271,6 263,47 ANO 230,89 317,17 Charles Bobrinskoy - Ariel Focus BWA - BorgWarner Inc. 4.43 Add 8.97% 48,55 41,96 44,89 40,28 55,55 Charles Bobrinskoy - Ariel Focus SNA - Snap-On Inc. 4.27 Add 8.78% 228,02 202,03 217,51 187,05 259,99 Charles Bobrinskoy - Ariel Focus LAZ - Lazard Ltd. 3.98 Add 8.36% 52,97 41,73 37,8 ANO 37,58 53 John Rogers - Ariel Appreciation BOKF - BOK Financial Corp. 4.15 Reduce 7.34% 109,56 89,55 104,36 77,65 120,2 John Rogers - Ariel Appreciation MSGE - Madison Square Garden Ent. Corp. 3.96 83,83 62,86 80,56 60,26 121,42 John Rogers - Ariel Appreciation NTRS - Northern Trust Corp. 3.94 Reduce 6.08% 125,51 107,81 125,41 94,87 135,15 John Rogers - Ariel Appreciation MAT - Mattel Inc. 3.92 Add 9.32% 22,86 18,35 25,3 17,95 25,51 NAD John Rogers - Ariel Appreciation AFL - AFLAC Inc. 3.81 58,79 52,13 64,32 46,13 66,97 NAD John Rogers - Ariel Appreciation PGR - Progressive Corp. 3.61 Reduce 6.08% 103,97 90,01 106,67 84,89 111,85 NAD John Rogers - Ariel Appreciation LH - Laboratory Corp. of America Hldgs 3.53 Add 13.90% 313,34 271,6 263,47 ANO 230,89 317,17 John Rogers - Ariel Appreciation LAZ - Lazard Ltd. 3.43 Reduce 6.81% 52,97 41,73 37,8 ANO 37,58 53 John Rogers - Ariel Appreciation GS - Goldman Sachs Group 3.42 Reduce 6.44% 423,85 371,61 360,14 ANO 307,58 426,16 John Rogers - Ariel Appreciation WBA - Walgreens Boots Alliance 3.32 Reduce 6.68% 52,25 43,72 47,95 43,62 57,05 FPA Queens Road Small Cap Value Fund SYNA - Synaptics Inc. 8.37 Reduce 3.03% 292,85 171 230,8 114,05 299,39 FPA Queens Road Small Cap Value Fund SFBS - ServisFirst Bancshares Inc. 5.78 88,12 74,26 85,73 45,13 89,35 FPA Queens Road Small Cap Value Fund AEL - American Equity Inv. Life Hldg Co 5.22 39,17 29,57 42,77 26,21 44,49 NAD FPA Queens Road Small Cap Value Fund FN - Fabrinet 4.2 122,03 94,62 101,7 77,3 126,28 FPA Queens Road Small Cap Value Fund IDCC - InterDigital Inc. 3.90 73,93 65,96 67,51 60,02 85,75 FPA Queens Road Small Cap Value Fund HMN - Horace Mann Educators 3.53 41,1 36,7 40,69 36,21 44,61 FPA Queens Road Small Cap Value Fund MTZ - MasTec Inc. 3.36 Add 3.08% 101,57 85,07 94,17 80,86 122,33 FPA Queens Road Small Cap Value Fund RLI - RLI Corp. 3.29 115,06 100,27 100,29 98,26 117,84 FPA Queens Road Small Cap Value Fund CNO - CNO Financial Group Inc. 2.99 26,29 22,06 24,96 21,88 27,89 FPA Queens Road Small Cap Value Fund MSM - MSC Industrial Direct 2.90 86,01 77,9 79,39 77,47 96,23 Steven Romick - FPA Crescent Fund AVGO - Broadcom Inc. 4.89 Reduce 9.64% 674,28 475,95 589,18 419,14 677,76 Steven Romick - FPA Crescent Fund CMCSA - Comcast Corp. 4.81 Add 13.74% 57,4 47,71 47,96 45,47 61,8 Steven Romick - FPA Crescent Fund GOOGL - Alphabet Inc. 4.77 Reduce 0.74% 2996,77 2673,19 2710,43 1990,23 3030,93 Steven Romick - FPA Crescent Fund TEL - TE Connectivity 4.30 Reduce 0.37% 166,05 137,22 147,88 123,31 166,44 Steven Romick - FPA Crescent Fund FB - Meta Platforms Inc. 4.13 347,56 306,84 214,98 ANO 212,36 384,33 Steven Romick - FPA Crescent Fund ADI - Analog Devices 4.5 Reduce 5.76% 188,8 164,02 164,17 142,25 191,95 Steven Romick - FPA Crescent Fund AIG - American International Group 4.5 Reduce 7.36% 61,08 51,72 60,39 41,17 63,54 Steven Romick - FPA Crescent Fund HCMLF - Holcim Ltd. 3.87 Add 6.68% 52,9 47,48 55,92 46,15 63,9 NAD Steven Romick - FPA Crescent Fund GOOG - Alphabet Inc. CL C 3.66 Reduce 15.20% 3014,18 2665,31 2706,29 2002,02 3042 Steven Romick - FPA Crescent Fund CHTR - Charter Communications 3.49 747,79 605,55 604,44 ANO 549,59 825,62 Wallace Weitz - Weitz Value GOOG - Alphabet Inc. CL C 7.65 Reduce 3.57% 3014,18 2665,31 2706,29 2002,02 3042 Wallace Weitz - Weitz Value FB - Meta Platforms Inc. 4.94 Add 7.14% 347,56 306,84 214,98 ANO 212,36 384,33 Wallace Weitz - Weitz Value BRK.B - Berkshire Hathaway CL B 4.83 300,17 272,94 315,63 240,25 325,63 NAD Wallace Weitz - Weitz Value LBRDK - Liberty Broadband Corp. CL C 4.73 Add 7.14% 177,33 148,48 151,72 136,56 194,05 Wallace Weitz - Weitz Value SCHW - Charles Schwab Corp. 4.73 Reduce 4.17% 85,82 72,84 88,89 58,64 96,24 NAD Wallace Weitz - Weitz Value TMO - Thermo Fisher Scientific 4.57 Reduce 6.67% 665,45 569 541,99 ANO 433,52 672,34 Wallace Weitz - Weitz Value DHR - Danaher Corp. 4.51 328,47 292,08 263,5 ANO 211,22 333,96 Wallace Weitz - Weitz Value CSGP - CoStar Group Inc. 4.6 Add 16.67% 99,74 75,23 67,04 ANO 64,78 101,05 Wallace Weitz - Weitz Value VMC - Vulcan Materials 4.6 Reduce 2.44% 208,97 169,16 185,93 157,8 213,65 Wallace Weitz - Weitz Value MA - Mastercard Inc. 4.4 Add 9.52% 369,56 306,28 382,17 306 401,5 NAD Sam Peters - ClearBridge Value Trust WFC - Wells Fargo 3.58 Reduce 3.13% 52 45,31 58,15 34 60,3 NAD Sam Peters - ClearBridge Value Trust AIG - American International Group 3.43 Reduce 3.85% 61,08 51,72 60,39 41,17 63,54 Sam Peters - ClearBridge Value Trust BAC - Bank of America Corp. 3.32 Reduce 3.13% 48,37 42,45 47,85 33,7 50,11 Sam Peters - ClearBridge Value Trust PXD - Pioneer Natural Resources 2.85 Reduce 7.14% 193,08 166,51 224,74 131,76 232,84 NAD Sam Peters - ClearBridge Value Trust FCX - Freeport-McMoran Inc. 2.51 Reduce 3.85% 41,99 31,71 43,91 29,45 46,2 NAD Sam Peters - ClearBridge Value Trust ABBV - AbbVie Inc. 2.48 135,93 107,43 146,31 102,05 146,55 NAD Sam Peters - ClearBridge Value Trust SBNY - Signature Bank 2.34 Reduce 6.25% 339,63 272,28 345,14 205 374,76 NAD Sam Peters - ClearBridge Value Trust EQT - EQT Corp. 2.31 Add 10.00% 22,87 18,36 23,64 15,71 24,84 NAD Sam Peters - ClearBridge Value Trust UNH - United Health Group Inc. 2.30 505,58 387,01 474,07 320,35 509,23 Sam Peters - ClearBridge Value Trust GE - General Electric 2.28 111,29 89,98 101 88,05 116,17 Tweedy Browne Co. - Tweedy Browne Value BRK.A - Berkshire Hathaway CL A 6.50 454550 411378,99 473844,84 362860 488399,84 NAD Tweedy Browne Co. - Tweedy Browne Value GOOGL - Alphabet Inc. 4.28 2996,77 2673,19 2710,43 1990,23 3030,93 Tweedy Browne Co. - Tweedy Browne Value CNHI - CNH Industrial NV 4.16 17,15 14,09 16,21 12,3 17,13 Tweedy Browne Co. - Tweedy Browne Value NSRGY - Nestle 4.1 140,74 120,21 127,48 104,5 141,95 Tweedy Browne Co. - Tweedy Browne Value AZO - AutoZone Inc. 3.55 Reduce 19.55% 2104,04 1642,51 1909,94 1143 2110 Tweedy Browne Co. - Tweedy Browne Value RHHVF - Roche Holdings AG DIV RT 3.50 417,35 362,5 367,01 308,57 420 Tweedy Browne Co. - Tweedy Browne Value DEO - Diageo plc 3.32 Reduce 6.42% 221,79 192,75 197,63 156,66 223,14 Tweedy Browne Co. - Tweedy Browne Value WFC - Wells Fargo 3.4 52 45,31 58,15 34 60,3 NAD Tweedy Browne Co. - Tweedy Browne Value JNJ - Johnson & Johnson 2.96 173,01 155,93 166,38 151,47 179,92 Tweedy Browne Co. - Tweedy Browne Value TTE - TotalEnergies SE 2.89 52,32 45,99 58,32 40,33 60,04 NAD