Portfolio manažer/fond	Ticker - Akcie	% Portfolia	Změna	Nákup/Prodej	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.	6.28	Add 2.82%	2,143,230	471,93	373,37	330,3	ANO	322,2	484,21	
William Von Mueffling - Cantillon Capital Management	GOOGL - Alphabet Inc.	5.93	Add 2.84%	298,611	2960	2519,02	2256,3	ANO	2196,49	3030,93	
William Von Mueffling - Cantillon Capital Management	AVGO - Broadcom Inc.	4.66	Add 2.96%	1,035,732	670,92	533,23	575,66		425,7	677,76	
William Von Mueffling - Cantillon Capital Management	ADI - Analog Devices	3.85	Add 2.83%	3,260,667	177,15	145,63	161,29		143,81	191,95	
William Von Mueffling - Cantillon Capital Management	ICE - Intercontinental Exchange Inc.	3.74	Add 2.85%	3,959,809	136,9	122,15	95,4	ANO	93,52	139,79	
William Von Mueffling - Cantillon Capital Management	V - Visa Inc.	3.66	Add 2.92%	2,312,472	235,42	190,7	201,35		186,67	252,67	
William Von Mueffling - Cantillon Capital Management	TMO - Thermo Fisher Scientific	3.64	Add 2.94%	862,901	667,24	524	542,41		438,72	672,34	
William Von Mueffling - Cantillon Capital Management	EFX - Equifax Inc.	3.45	Add 2.91%	2,037,897	292,79	208,16	188,61	ANO	188,61	300,11	
William Von Mueffling - Cantillon Capital Management	AMT - American Tower Corp.	3.32	Add 2.93%	1,852,545	292,5	226,87	231,02		220	303,72	
William Von Mueffling - Cantillon Capital Management	AMAT - Applied Materials	3.30	Add 2.80%	3,511,824	167	119,22	112,43	ANO	102,99	167,06	
Kahn Brothers Advisors - Kahn Brothers Group	PTEN - Patterson-UTI Energy Inc.	11.39	Reduce 2.71%	5,795,207	16,13	8,45	15,89		6,44	18,77	
Kahn Brothers Advisors - Kahn Brothers Group	AGO - Assured Guaranty Ltd.	10.70	Reduce 7.82%	1,323,493	64,93	50,2	57,09		44,34	65,68	
Kahn Brothers Advisors - Kahn Brothers Group	MBI - MBIA Inc.	9.44	Reduce 3.01%	4,829,245	16,75	12,35	12,32	ANO	8,8	17,9	
Kahn Brothers Advisors - Kahn Brothers Group	BMY - Bristol-Myers Squibb	8.58	Add 0.45%	925,728	73,72	61,48	77,17		53,22	78,47	NAD
Kahn Brothers Advisors - Kahn Brothers Group	BP - BP plc	8.25	Reduce 1.39%	2,209,649	33,34	26,63	31,15		22,64	34,16	
Kahn Brothers Advisors - Kahn Brothers Group	GSK - GlaxoSmithKline PLC	7.89	Reduce 0.83%	1,426,664	46,82	39,46	43,95		37,8	46,97	
Kahn Brothers Advisors - Kahn Brothers Group	MRK - Merck & Co.	7.24	Reduce 2.07%	694,535	82,4	73,51	92,38		70,89	94,56	NAD
Kahn Brothers Advisors - Kahn Brothers Group	PFE - Pfizer Inc.	6.85	Add 2.36%	1,041,982	59,05	45,75	50,41		38,48	61,71	
Kahn Brothers Advisors - Kahn Brothers Group	NYCB - New York Community Bancorp	6.73	Add 1.35%	4,943,369	13,3	10,82	9,52	ANO	8,73	14,33	
Kahn Brothers Advisors - Kahn Brothers Group	C - Citigroup Inc.	6.59	Add 8.77%	972,147	67,84	54,16	49,32	ANO	45,4	80,29	
Thomas Gayner - Markel Asset Management	BRK.A - Berkshire Hathaway CL A	07.2		1,114	539180	450662	462500		407773,22	544389,25	
Thomas Gayner - Markel Asset Management	BRK.B - Berkshire Hathaway CL B	6.44		1,531,971	359,57	299	308,16		270,73	362,1	
Thomas Gayner - Markel Asset Management	BAM - Brookfield Asset Management Inc.	5.87		8,715,741	60,52	52,13	46,49	ANO	44,13	62,47	
Thomas Gayner - Markel Asset Management	GOOG - Alphabet Inc. CL C	4.57		137,493	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Thomas Gayner - Markel Asset Management	AMZN - Amazon.com Inc.	3.85	Add 0.56%	99,068	3408,09	2720,29	2158,03	ANO	2048,11	3773,08	
Thomas Gayner - Markel Asset Management	DE - Deere & Co.	3.74		755,8	436,45	337,52	370,72		320,5	446,76	
Thomas Gayner - Markel Asset Management	HD - Home Depot	3.28		920	415,01	308,45	281,66	ANO	280,63	420,61	
Thomas Gayner - Markel Asset Management	DEO - Diageo plc	3.27		1,350,208	222,11	175,64	185,57		175,46	223,14	
Thomas Gayner - Markel Asset Management	DIS - Walt Disney Co.	3.14	Add 2.26%	1,922,665	157,89	129,03	104,98	ANO	99,47	187,58	
Thomas Gayner - Markel Asset Management	V - Visa Inc.	2.54	Add 0.32%	961,105	235,42	190,7	201,35		186,67	252,67	
David Abrams - Abrams Capital Management	LAD - Lithia Motors Inc. A	16.47		2,351,068	345,84	280,06	289,8		272,2	387,63	
David Abrams - Abrams Capital Management	GOOGL - Alphabet Inc.	9.51		146,44	2960	2519,02	2256,3	ANO	2196,49	3030,93	
David Abrams - Abrams Capital Management	CHNG - Change Healthcare Inc.	8.64		16,978,220	22,24	19,1	23,05		18,97	23,99	NAD
David Abrams - Abrams Capital Management	TDG - TransDigm Group Inc.	8.20		539,305	684,29	591,97	538,54	ANO	537,55	688,03	
David Abrams - Abrams Capital Management	ABG - Asbury Automotive Group Inc.	7.92		2,118,216	200,88	151,49	174,33		146,43	230,97	
David Abrams - Abrams Capital Management	FB - Meta Platforms Inc.	6.25		1,205,043	338,54	186,63	193,7		169	384,33	
David Abrams - Abrams Capital Management	UHAL - AMERCO	5.89	Reduce 5.59%	422,917	726,23	556,91	515,91	ANO	505,32	769,9	
David Abrams - Abrams Capital Management	WTW - Willis Towers Watson plc	5.89		1,068,745	243,39	216,82	203,59	ANO	197,3	268,19	
David Abrams - Abrams Capital Management	ET - Energy Transfer LP	5.78		22,124,322	11,53	8,23	11,18		7,96	12,48	
David Abrams - Abrams Capital Management	CPNG - Coupang Inc.	5.61	Add 40.31%	13,603,071	29,38	15,45	13,16	ANO	8,98	46	
Daniel Loeb - Third Point	S - SentinelOne Inc.	13.27	Reduce 1.52%	26,307,482	50,49	29,55	21,37	ANO	18,64	78,53	
Daniel Loeb - Third Point	PCG - PG&E Corp.	10.77	Reduce 10.00%	69,300,000	13,01	10,51	11,88		8,24	13,19	
Daniel Loeb - Third Point	DHR - Danaher Corp.	9.51	Reduce 14.14%	2,490,000	329,01	257,27	243,83	ANO	233,71	333,96	
Daniel Loeb - Third Point	SPGI - S&P Global Inc.	5.13	Reduce 4.00%	960	471,93	373,37	330,3	ANO	322,2	484,21	
Daniel Loeb - Third Point	INTU - Intuit Inc.	4.54	Reduce 36.96%	725	643,22	424,63	355,28	ANO	339,36	716,86	
Daniel Loeb - Third Point	UNH - United Health Group Inc.	4.02	Reduce 23.42%	605	520,82	455,89	472,57		383,12	553,29	
Daniel Loeb - Third Point	EQT - EQT Corp.	4.01	Add 79.90%	8,950,000	34,9	19,74	39,97		15,71	45,5	NAD
Daniel Loeb - Third Point	AVTR - Avantor arinc.	3.68	Reduce 22.59%	8,360,000	42,14	32,56	30,34	ANO	28,64	44,37	
Daniel Loeb - Third Point	CSX - CSX Corp.	3.60	Buy	7,386,378	37,8	33,34	32,47	ANO	29,49	38,63	
Daniel Loeb - Third Point	IQV - IQVIA Holdings Inc.	3.31	Reduce 16.98%	1,100,000	282,14	210,56	197,87	ANO	197,52	285,61	
Mohnish Pabrai - Pabrai Investments	MU - Micron Technology Inc.	99.84		1,823,812	97,36	69,4	71,19		65,67	98,45	
Mohnish Pabrai - Pabrai Investments	SRG - Seritage Growth Properties	0.16	Reduce 99.48%	18,451	14,45	8,49	7,9	ANO	7,9	20,09	
Chuck Akre - Akre Capital Management	MA - Mastercard Inc.	14.48	Reduce 0.10%	5,855,151	396,75	312,92	337,05		305,61	399,92	
Chuck Akre - Akre Capital Management	MCO - Moody's Corp.	13.22	Add 0.69%	5,659,712	390,58	301,31	281,43	ANO	276,79	407,94	
Chuck Akre - Akre Capital Management	AMT - American Tower Corp.	12.17	Reduce 0.15%	6,998,377	292,5	226,87	231,02		220	303,72	
Chuck Akre - Akre Capital Management	V - Visa Inc.	8.05		5,244,738	235,42	190,7	201,35		186,67	252,67	
Chuck Akre - Akre Capital Management	ORLY - O'Reilly Automotive	7.48	Reduce 0.14%	1,577,141	706,23	630,82	601,42	ANO	519,32	748,68	
Chuck Akre - Akre Capital Management	KKR - KKR & Co. L.P.	6.02	Add 0.91%	14,865,320	74,5	50,85	51,21		47,51	83,9	
Chuck Akre - Akre Capital Management	ROP - Roper Technologies Inc.	5.43	Reduce 0.14%	1,660,730	491,86	423,48	412,49	ANO	412,38	505	
Chuck Akre - Akre Capital Management	BAM - Brookfield Asset Management Inc.	5.14	Reduce 0.00%	13,127,694	60,52	52,13	46,49	ANO	44,13	62,47	
Chuck Akre - Akre Capital Management	ADBE - Adobe Inc.	4.94	Add 2.42%	1,567,090	567,06	411,5	398,33	ANO	370,27	699,54	
Chuck Akre - Akre Capital Management	KMX - CarMax Inc.	4.90	Add 0.68%	7,339,952	130,23	97,27	88,44	ANO	85,36	155,98	
Thomas Russo - Gardner Russo & Gardner	BRK.A - Berkshire Hathaway CL A	14.24	Reduce 5.95%	2,799	539180	450662	462500		407773,22	544389,25	
Thomas Russo - Gardner Russo & Gardner	NSRGY - Nestle	11.16	Reduce 4.09%	8,912,209	141,12	119,16	119,83		118,02	141,95	
Thomas Russo - Gardner Russo & Gardner	MA - Mastercard Inc.	9.62	Reduce 8.50%	2,798,219	396,75	312,92	337,05		305,61	399,92	
Thomas Russo - Gardner Russo & Gardner	GOOG - Alphabet Inc. CL C	9.42	Reduce 3.49%	350,345	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Thomas Russo - Gardner Russo & Gardner	CFRHF - Compagnie Financiere Richemont SA	7.33	Reduce 2.74%	6,092,011	153,94	110,43	106,85	ANO	100	156,56	
Thomas Russo - Gardner Russo & Gardner	PDRDF - Pernod Ricard	6.41	Reduce 4.05%	3,003,615	246,48	188,56	190,8		184,69	246,48	
Thomas Russo - Gardner Russo & Gardner	PM - Philip Morris Intl.	6.33	Reduce 3.26%	7,005,566	111,9	88,87	106,62		85,64	112,48	
Thomas Russo - Gardner Russo & Gardner	HKHHF - Heineken Holding NV	6.26	Add 6.33%	8,229,407	95,85	69,9	77,7		69,9	105,24	
Thomas Russo - Gardner Russo & Gardner	BRK.B - Berkshire Hathaway CL B	6.06	Reduce 2.33%	1,783,715	359,57	299	308,16		270,73	362,1	
Thomas Russo - Gardner Russo & Gardner	MLM - Martin Marietta	4.05	Reduce 6.48%	1,092,971	441,51	359,99	324,89	ANO	316,73	446,46	
Seth Klarman - Baupost Group	LBTYK - Liberty Global Inc. C	15.43		53,971,307	28,96	23,67	24,05		21,83	30,49	
Seth Klarman - Baupost Group	QRVO - Qorvo Inc.	9.10	Add 11.77%	6,645,712	160,45	118,61	105,94	ANO	98,23	201,46	
Seth Klarman - Baupost Group	INTC - Intel Corp.	9.07	Reduce 8.01%	16,592,431	55,91	44,4	42,45	ANO	42,01	58,42	
Seth Klarman - Baupost Group	VSAT - Viasat Inc.	8.77		16,288,959	51,38	40,76	40,66	ANO	35,05	68,76	
Seth Klarman - Baupost Group	GOOG - Alphabet Inc. CL C	7.52	Add 6.86%	243,89	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Seth Klarman - Baupost Group	LSXMK - Liberty SiriusXM Series C	5.63	Add 6.20%	11,161,589	52,34	43,94	39,53	ANO	37,51	56,19	
Seth Klarman - Baupost Group	VRTV - Veritiv Corp.	5.25		3,564,439	139,9	87,03	142,42		45	158,99	NAD
Seth Klarman - Baupost Group	FISV - Fiserv Inc.	4.46	Add 30.77%	3,988,391	109,47	92,6	94,53		89,91	119,86	
Seth Klarman - Baupost Group	WTW - Willis Towers Watson plc	3.21	Reduce 1.52%	1,230,966	243,39	216,82	203,59	ANO	197,3	268,19	
Seth Klarman - Baupost Group	SSNC - SS&C Technologies Holdings Inc.	3.12	Reduce 1.30%	3,767,449	84,24	71,89	59,4	ANO	58,31	84,85	
Christopher Bloomstran - Semper Augustus	BRK.B - Berkshire Hathaway CL B	18.91	Reduce 0.36%	210,746	359,57	299	308,16		270,73	362,1	
Christopher Bloomstran - Semper Augustus	BRK.A - Berkshire Hathaway CL A	10.76	Reduce 6.98%	80	539180	450662	462500		407773,22	544389,25	
Christopher Bloomstran - Semper Augustus	OLN - Olin Corp.	9.98	Add 4.79%	751,253	57,52	44,61	63,47		39,9	65,54	NAD
Christopher Bloomstran - Semper Augustus	PARA - Paramount Global CL B	8.71	Add 21.04%	906,403	38,48	27,85	31,54		26,11	47,46	
Christopher Bloomstran - Semper Augustus	NEM - Newmont Corp.	7.88	Add 2.07%	390,24	79,96	58,67	64,23		52,6	86,37	
Christopher Bloomstran - Semper Augustus	Y - Alleghany Corp.	07.5	Add 274.45%	32,757	860	598,73	832,25		585,1	862,87	
Christopher Bloomstran - Semper Augustus	KGC - Kinross Gold Corp.	3.72	Add 4.91%	2,488,764	5,92	5,01	4,28	ANO	3,92	8,34	
Christopher Bloomstran - Semper Augustus	XOM - Exxon Mobil Corp.	3.34	Reduce 0.09%	159,094	87,78	61,19	90,7		52,1	92,92	NAD
Christopher Bloomstran - Semper Augustus	VLO - Valero Energy	03.7	Add 0.34%	119,079	100,5	75,11	124,39		58,85	131,69	NAD
Christopher Bloomstran - Semper Augustus	DINO - HF Sinclair Corp.	2.83	Add 4.22%	279,185	39,65	29,34	46,54		27,17	48,29	NAD
Chris Hohn - TCI Fund Management	GOOG - Alphabet Inc. CL C	17.97	Reduce 19.71%	2,370,340	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Chris Hohn - TCI Fund Management	MSFT - Microsoft Corp.	14.45	Add 3.49%	17,264,766	336,32	275,85	255,3	ANO	238,6	349,67	
Chris Hohn - TCI Fund Management	CNI - Canadian Natl Railway Co.	13.36		36,699,825	136,63	118,79	113,37	ANO	100,66	137,19	
Chris Hohn - TCI Fund Management	CP - Canadian Pacific Railway	12.51		55,860,385	83,58	68,8	70,29		64,37	84,22	
Chris Hohn - TCI Fund Management	V - Visa Inc.	11.99	Reduce 13.73%	19,924,121	235,42	190,7	201,35		186,67	252,67	
Chris Hohn - TCI Fund Management	SPGI - S&P Global Inc.	7.60	Add 82.08%	6,823,072	471,93	373,37	330,3	ANO	322,2	484,21	
Chris Hohn - TCI Fund Management	MCO - Moody's Corp.	6.67	Add 11.02%	7,285,832	390,58	301,31	281,43	ANO	276,79	407,94	
Chris Hohn - TCI Fund Management	GOOGL - Alphabet Inc.	4.33	Reduce 7.28%	573,021	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Chris Hohn - TCI Fund Management	BXP - Boston Properties	04.9	Reduce 6.00%	11,711,196	132,51	110,47	110,62		105,18	133,11	
Chris Hohn - TCI Fund Management	UNP - Union Pacific	3.90	Reduce 14.54%	5,252,148	276,69	238,04	224,67	ANO	195,68	278,94	
Pat Dorsey	FB - Meta Platforms Inc.	16.19	Add 30.79%	755,957	338,54	186,63	193,7		169	384,33	
Pat Dorsey	SMAR - Smartsheet Inc.	15.87	Add 7.26%	3,009,153	77,45	43,2	35,07	ANO	34,77	85,65	
Pat Dorsey	WIX - Wix.com Ltd.	15.75	Add 5.44%	1,566,047	160,48	73,51	62,84	ANO	56,24	309	
Pat Dorsey	DIS - Walt Disney Co.	9.77	Add 7.93%	739,61	157,89	129,03	104,98	ANO	99,47	187,58	
Pat Dorsey	PYPL - PayPal Holdings Inc.	8.23	Add 29.37%	738,996	194,94	93,61	76,94	ANO	71,83	310,16	
Pat Dorsey	ROKU - Roku Inc.	8.17	Buy	677,215	233,19	100,69	95,65	ANO	75,12	490,76	
Pat Dorsey	EBAY - eBay Inc.	7.13	Add 7.93%	1,292,392	66,81	50,06	44,92	ANO	44,86	81,19	
Pat Dorsey	GOOG - Alphabet Inc. CL C	6.34	Reduce 5.74%	23,582	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Pat Dorsey	POSH - Poshmark Inc Class A	05.11	Add 26.82%	4,193,327	17,52	10,99	10,8	ANO	8,97	52,39	
Pat Dorsey	SEMR - SEMrush Holdings Inc.	3.96	Add 31.66%	3,445,361	20,85	9,66	9,53	ANO	7,41	32,48	
Prem Watsa - Fairfax Financial Holdings	ATCO - Atlas Corp.	48.78	Add 0.05%	100,037,675	16,06	13,72	12,08	ANO	11,03	16,49	
Prem Watsa - Fairfax Financial Holdings	RFP - Resolute Forest Products	13.10		30,548,190	16,23	11,33	14,23		9,84	17,65	
Prem Watsa - Fairfax Financial Holdings	BB - BlackBerry Ltd.	11.57		46,724,700	9,37	5,94	5,91	ANO	4,7	20,17	
Prem Watsa - Fairfax Financial Holdings	KW - Kennedy-Wilson Holdings Inc.	10.80		13,322,009	25,22	21,26	21,03	ANO	18,75	25,3	
Prem Watsa - Fairfax Financial Holdings	MU - Micron Technology Inc.	1.79		690,2	97,36	69,4	71,19		65,67	98,45	
Prem Watsa - Fairfax Financial Holdings	GOOGL - Alphabet Inc.	1.55		16,731	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Prem Watsa - Fairfax Financial Holdings	CCAP - Crescent Capital BDC Inc.	1.47	Reduce 25.37%	2,491,737	18,47	17,16	17,55		16,58	21,48	
Prem Watsa - Fairfax Financial Holdings	HRB - H&R Block Inc.	0.97		1,120,894	26,64	21,44	33,58		21,08	34,96	NAD
Prem Watsa - Fairfax Financial Holdings	BEN - Franklin Resources	0.93		1,000,000	35,96	26,83	25,22	ANO	23,63	38,27	
Prem Watsa - Fairfax Financial Holdings	CVX - Chevron Corp.	0.84		155,8	170,9	117,35	168,38		92,86	175,65	
Third Avenue Management	FPH - Five Point Holdings LLC	7.29	Add 0.20%	8,749,913	6,73	5,43	5	ANO	4,93	8,93	
Third Avenue Management	HCC - Warrior Met Coal LLC	6.74	Reduce 28.55%	1,332,711	42,75	25,17	33,08		15,81	42,95	
Third Avenue Management	TDW - Tidewater Inc.	6.24	Add 0.97%	2,105,930	22,81	10,71	25,45		9,75	28,01	NAD
Third Avenue Management	PLD - Prologis Inc.	5.33	Reduce 3.72%	242,225	168,36	140,76	119,9	ANO	113,39	174,54	
Third Avenue Management	BAM - Brookfield Asset Management Inc.	5.26	Reduce 4.32%	681,791	60,52	52,13	46,49	ANO	44,13	62,47	
Third Avenue Management	LEN.B - Lennar Corp. CL B	4.42	Reduce 0.76%	474,491	95,62	69,42	61,4	ANO	60,03	96,42	
Third Avenue Management	RYN - Rayonier Inc.	4.27	Reduce 0.39%	762,37	42,58	35,28	38,1		33,58	45,87	
Third Avenue Management	CMA - Comerica Inc.	04.8	Reduce 10.86%	331,21	101,24	84,49	74,82	ANO	63,07	102,09	
Third Avenue Management	WY - Weyerhaeuser Co.	3.96	Reduce 0.82%	766,619	42,57	37,28	38,2		32,65	43,04	
Third Avenue Management	UHAL - AMERCO	3.56	Add 4.41%	43,678	726,23	556,91	515,91	ANO	505,32	769,9	
Bill Miller - Miller Value Partners	AMZN - Amazon.com Inc.	4.64	Reduce 1.88%	37,44	3408,09	2720,29	2158,03	ANO	2048,11	3773,08	
Bill Miller - Miller Value Partners	OVV - Ovintiv Inc.	4.53	Add 0.60%	2,205,999	55,13	33,7	44,98		21,92	57,6	
Bill Miller - Miller Value Partners	NCLH - Norwegian Cruise Line Hlgs Ltd.	3.87	Add 0.17%	4,653,502	23,72	15,38	15,61		14,3	33,95	
Bill Miller - Miller Value Partners	DXC - DXC Technology Co.	3.79	Reduce 13.01%	3,061,070	38,82	28,95	28,7	ANO	27,28	44,18	
Bill Miller - Miller Value Partners	SPLK - Splunk Inc.	3.63	Reduce 9.34%	643,477	143,85	109,25	96,03	ANO	84,63	176,66	
Bill Miller - Miller Value Partners	TEVA - Teva Pharmaceutical Industries Ltd.	3.59	Add 4.13%	10,058,739	9,38	7,33	8,29		7,23	11,55	
Bill Miller - Miller Value Partners	GOOGL - Alphabet Inc.	3.55	Reduce 0.15%	33,649	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Bill Miller - Miller Value Partners	TVTY - Tivity Health Inc.	3.52	Reduce 21.19%	2,883,083	32,09	24,09	32,06		21,25	32,89	
Bill Miller - Miller Value Partners	BABA - Alibaba Group Holdings	3.43	Add 23.23%	829,067	137,41	76,76	87,87		73,28	230,89	
Bill Miller - Miller Value Partners	MAT - Mattel Inc.	3.41	Add 0.56%	4,039,508	25,58	19,61	24,7		17,95	26,99	
Leon Cooperman - Omega Advisors	COOP - Mr. Cooper Group Inc.	8.88		4,249,000	52,19	38,18	43,75		31,79	52,34	
Leon Cooperman - Omega Advisors	GOOGL - Alphabet Inc.	8.73		60	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Leon Cooperman - Omega Advisors	ATH - Athene Holding Ltd.	6.70	Reduce 7.87%	1,600,000	2,47	1,18	2,34		0,65	2,86	
Leon Cooperman - Omega Advisors	DVN - Devon Energy Corp.	06.2	Reduce 12.78%	2,721,469	62,5	44,05	68,97		24,05	73,18	NAD
Leon Cooperman - Omega Advisors	FISV - Fiserv Inc.	5.37		1,030,600	109,47	92,6	94,53		89,91	119,86	
Leon Cooperman - Omega Advisors	CI - CIGNA Corp.	5.19		450	245,83	217,56	258,91		191,74	271,71	NAD
Leon Cooperman - Omega Advisors	MP - MP Materials Corp.	4.88	Reduce 10.15%	2,139,900	56,5	33,75	37,35		25,22	60,19	
Leon Cooperman - Omega Advisors	ASH - Ashland Global Holdings Inc.	4.72		871,965	107,66	85,05	100,12		81,93	111,05	
Leon Cooperman - Omega Advisors	MSFT - Microsoft Corp.	4.15		245,705	336,32	275,85	255,3	ANO	238,6	349,67	
Leon Cooperman - Omega Advisors	WSC - WillScot Mobile Mini Hldgs Corp.	3.48		1,698,951	41,23	34,29	34,08	ANO	26,15	42	
Michael Price - MFP Investors	INTC - Intel Corp.	12.18	Add 0.73%	2,082,025	55,91	44,4	42,45	ANO	42,01	58,42	
Michael Price - MFP Investors	BG - Bunge Ltd.	05.11	Reduce 10.34%	390	117,21	93,36	111,19		71,73	128,4	
Michael Price - MFP Investors	SANW - S&W Seed Co.	4.39	Add 0.03%	17,448,226	2,73	1,84	1,29	ANO	1,24	4,6	
Michael Price - MFP Investors	ATEX - Anterix Inc.	3.84		561	59,57	48,8	47,52	ANO	46,7	66,55	
Michael Price - MFP Investors	FCNCA - First Citizens Bancshares	3.15	Buy	40,027	906,08	662,34	657,84	ANO	610,67	947,71	
Michael Price - MFP Investors	BPOP - Popular Inc.	03.3		313,296	98,46	79,77	77,58	ANO	68,31	99,49	
Michael Price - MFP Investors	SSB - South State Corp.	2.84	Buy	295	93,14	80,11	74,71	ANO	62,6	93,34	
Michael Price - MFP Investors	LH - Laboratory Corp. of America Hldgs	2.76	Add 10.63%	88,5	314,21	259,82	243,67	ANO	232,01	317,17	
Michael Price - MFP Investors	BANC - Banc of California Inc.	2.60		1,136,532	21,86	18,18	17,99	ANO	15,4	22,09	
Michael Price - MFP Investors	SCHL - Scholastic Corp.	2.50		525,103	43,55	37,28	37,47		31,84	43,71	
Francis Chou - Chou Associates	BRK.A - Berkshire Hathaway CL A	39.06		100	539180	450662	462500		407773,22	544389,25	
Francis Chou - Chou Associates	RFP - Resolute Forest Products	29.52		3,096,460	16,23	11,33	14,23		9,84	17,65	
Francis Chou - Chou Associates	BHC - Bausch Health	12.91		765	27,79	21,6	10,16	ANO	7,8	32,54	
Francis Chou - Chou Associates	MBI - MBIA Inc.	6.81		599,53	16,75	12,35	12,32	ANO	8,8	17,9	
Francis Chou - Chou Associates	JPM - JPMorgan Chase & Co.	2.44	Reduce 29.18%	24,275	168,44	128,3	120,18	ANO	115,37	172,96	
Francis Chou - Chou Associates	C - Citigroup Inc.	2.28		57,695	67,84	54,16	49,32	ANO	45,4	80,29	
Francis Chou - Chou Associates	BB - BlackBerry Ltd.	02.10		382,9	9,37	5,94	5,91	ANO	4,7	20,17	
Francis Chou - Chou Associates	GS - Goldman Sachs Group	1.73		7,1	407,48	321,37	307,88	ANO	293,9	426,16	
Francis Chou - Chou Associates	MGA - Magna International Inc.	0.95		20	89,34	56,88	61,74		54,6	104,28	
Francis Chou - Chou Associates	WFC - Wells Fargo	0.70		19,542	59,06	45,81	42,15	ANO	40,92	60,3	
Glenn Greenberg - Brave Warrior Advisors	ANTM - Anthem Inc.	19.61	Reduce 0.92%	1,353,249	502,48	428,44	477,97		355,43	533,68	
Glenn Greenberg - Brave Warrior Advisors	FNF - Fidelity National Financial Inc.	13.18	Add 5.87%	9,147,182	55,87	44,9	41,11	ANO	38,87	56,44	
Glenn Greenberg - Brave Warrior Advisors	APO - Apollo Global Management	10.70	Add 74.90%	5,852,507	73,56	58,29	54,31	ANO	49,18	81,07	
Glenn Greenberg - Brave Warrior Advisors	PRI - Primerica Inc.	8.51	Add 9.25%	2,107,598	156,99	121,81	124,35		113,99	179,51	
Glenn Greenberg - Brave Warrior Advisors	LAD - Lithia Motors Inc. A	7.84	Buy	885,107	345,84	280,06	289,8		272,2	387,63	
Glenn Greenberg - Brave Warrior Advisors	VVV - Valvoline Inc.	7.43	Add 6.48%	7,981,170	37,32	28,65	29,54		26,7	37,97	
Glenn Greenberg - Brave Warrior Advisors	RJF - Raymond James Financial Inc.	7.31	Add 0.96%	2,253,947	115,44	92,96	92,13	ANO	81,96	117,37	
Glenn Greenberg - Brave Warrior Advisors	JPM - JPMorgan Chase & Co.	6.41	Add 6.62%	1,593,953	168,44	128,3	120,18	ANO	115,37	172,96	
Glenn Greenberg - Brave Warrior Advisors	PGR - Progressive Corp.	5.76	Reduce 23.55%	1,714,274	117,17	102	112,1		89,35	120,17	
Glenn Greenberg - Brave Warrior Advisors	HCA - HCA Healthcare Inc.	4.60	Add 2.37%	622,838	267,17	228,85	206,36	ANO	199,76	279,02	
Warren Buffett - Berkshire Hathaway	AAPL - Apple Inc.	42.79	Add 0.43%	890,923,410	182,01	150,62	141,7	ANO	122,86	182,94	
Warren Buffett - Berkshire Hathaway	BAC - Bank of America Corp.	11.45		1,010,100,606	49,38	38,34	34,9	ANO	34,26	50,11	
Warren Buffett - Berkshire Hathaway	AXP - American Express	7.80		151,610,700	198,38	158,74	156,59	ANO	149,88	199,55	
Warren Buffett - Berkshire Hathaway	CVX - Chevron Corp.	7.13	Add 316.21%	159,178,117	170,9	117,35	168,38		92,86	175,65	
Warren Buffett - Berkshire Hathaway	KO - Coca Cola Co.	6.82		400,000,000	62,85	57,88	61,92		52,28	67,2	
Warren Buffett - Berkshire Hathaway	KHC - Kraft Heinz Co.	3.53		325,634,818	40,4	34,29	39,41		32,78	44,95	
Warren Buffett - Berkshire Hathaway	MCO - Moody's Corp.	2.29		24,669,778	390,58	301,31	281,43	ANO	276,79	407,94	
Warren Buffett - Berkshire Hathaway	OXY - Occidental Petroleum	2.13	Buy	136,373,000	60,96	28,99	63,84		21,62	69,17	NAD
Warren Buffett - Berkshire Hathaway	USB - U.S. Bancorp	1.85		126,417,887	63,25	52,65	49,21	ANO	47,68	63,57	
Warren Buffett - Berkshire Hathaway	ATVI - Activision Blizzard Inc.	1.42	Add 338.77%	64,315,222	82,31	63,11	78,17		56,4	99,46	
Bill Ackman - Pershing Square Capital Management	LOW - Lowe's Cos.	19.86	Reduce 0.28%	10,207,306	259,81	209,49	180,23	ANO	179,8	263,31	
Bill Ackman - Pershing Square Capital Management	CMG - Chipotle Mexican Grill Inc.	16.97		1,114,725	1748,25	1313,6	1249,24	ANO	1242,71	1958,55	
Bill Ackman - Pershing Square Capital Management	HLT - Hilton Worldwide Holdings	14.53	Reduce 20.98%	9,952,287	158	129,09	128,01	ANO	114,7	167,99	
Bill Ackman - Pershing Square Capital Management	HHC - Howard Hughes Corp.	13.58		13,620,164	104,9	88,27	86,65	ANO	77	108,98	
Bill Ackman - Pershing Square Capital Management	QSR - Restaurant Brands International	13.41	Reduce 0.30%	23,864,631	60,68	53,98	50,87	ANO	49,37	70,74	
Bill Ackman - Pershing Square Capital Management	NFLX - Netflix Inc.	11.21	Buy	3,109,965	602,44	331,01	178,32	ANO	162,71	700,99	
Bill Ackman - Pershing Square Capital Management	DPZ - Dominos Pizza Inc.	08.10	Reduce 1.16%	2,068,031	564,33	386,18	325,71	ANO	321,15	567,57	
Bill Ackman - Pershing Square Capital Management	CP - Canadian Pacific Railway	2.34	Add 4.64%	2,944,259	83,58	68,8	70,29		64,37	84,22	
Alex Roepers - Atlantic Investment Management	WRK - WestRock Co.	14.55	Reduce 12.21%	957,808	47,99	40,78	45,8		40,78	62,03	
Alex Roepers - Atlantic Investment Management	HUN - Huntsman Corp.	13.46	Reduce 35.68%	1,111,621	41,2	34,88	35,8		24,1	41,65	
Alex Roepers - Atlantic Investment Management	EMN - Eastman Chemical	11.36	Reduce 24.79%	313,917	127,69	105,04	104,57	ANO	98,24	130,47	
Alex Roepers - Atlantic Investment Management	UNVR - Univar Solutions Inc.	11.17	Reduce 42.24%	1,076,245	33,78	26,5	28,48		21,56	34	
Alex Roepers - Atlantic Investment Management	TKR - Timken Co.	10.6	Add 32.10%	513,218	74,73	59,41	58,05	ANO	55,32	90,6	
Alex Roepers - Atlantic Investment Management	AVT - Avnet Inc.	9.94	Reduce 16.64%	758,523	43,37	38,54	47,31		35,71	48,75	NAD
Alex Roepers - Atlantic Investment Management	GT - Goodyear Tire & Rubber	8.76	Add 12.74%	1,897,391	24,12	11,82	11,68	ANO	10,89	24,89	
Alex Roepers - Atlantic Investment Management	LEA - Lear Corp.	8.37	Add 4.83%	181,766	192,81	129,13	130,89		122,67	204,91	
Alex Roepers - Atlantic Investment Management	RL - Ralph Lauren Corp.	8.23	Buy	224,731	134,11	101,01	95,2	ANO	91,54	140,24	
Alex Roepers - Atlantic Investment Management	OI - O-I Glass Inc.	2.79		655	14,47	11,6	13,91		10,64	19,46	
David Einhorn - Greenlight Capital	GRBK - Green Brick Partners	21.40	Reduce 2.16%	17,041,811	30,33	20,17	22,54		18,75	32,25	
David Einhorn - Greenlight Capital	BHF - Brighthouse Financial Inc.	11.94	Reduce 3.96%	3,637,688	60,13	43,43	47,28		40,03	62,33	
David Einhorn - Greenlight Capital	TECK - Teck Resources	7.64	Reduce 12.37%	2,975,898	42,28	28,82	39,05		19,32	44,93	
David Einhorn - Greenlight Capital	CHNG - Change Healthcare Inc.	5.19	Add 2.99%	3,745,705	22,24	19,1	23,05		18,97	23,99	NAD
David Einhorn - Greenlight Capital	AAWW - Atlas Air Worldwide Holdings	4.64	Add 3.80%	846	95,78	74,48	69,32	ANO	62,13	97,13	
David Einhorn - Greenlight Capital	GPN - Global Payments Inc.	4.40		506	151,62	122,65	119,56	ANO	114,8	198,16	
David Einhorn - Greenlight Capital	CC - Chemours Co.	4.28	Add 22.96%	2,141,814	36,16	23,12	41,66		22,56	43,06	NAD
David Einhorn - Greenlight Capital	ODP - ODP Corp.	04.9	Reduce 2.26%	1,405,090	47,4	39,28	40,53		34,71	51,4	
David Einhorn - Greenlight Capital	CEIX - CONSOL Energy Inc.	3.53	Reduce 21.43%	1,474,721	40,69	20,56	48,35		12,96	55,26	NAD
David Einhorn - Greenlight Capital	WBD - Warner Bros. Discovery Inc.	2.62	Add 153.37%	1,652,000	#HODNOTA!	#HODNOTA!	17,33	#HODNOTA!	16,51	39,7	#HODNOTA!
Bill & Melinda Gates Foundation Trust	BRK.B - Berkshire Hathaway CL B	51.22	Reduce 14.84%	28,686,679	359,57	299	308,16		270,73	362,1	
Bill & Melinda Gates Foundation Trust	WM - Waste Management Inc.	14.94		18,633,672	166,9	140,6	154,09		136,97	170,18	
Bill & Melinda Gates Foundation Trust	CNI - Canadian Natl Railway Co.	8.87		13,066,169	136,63	118,79	113,37	ANO	100,66	137,19	
Bill & Melinda Gates Foundation Trust	CAT - Caterpillar Inc.	8.29	Reduce 24.07%	7,353,614	229,87	182,83	208,33		179,67	246,69	
Bill & Melinda Gates Foundation Trust	ECL - Ecolab Inc.	3.90		4,366,427	234,59	156,73	156,77		154,85	238,93	
Bill & Melinda Gates Foundation Trust	WMT - Walmart Inc.	2.28	Reduce 56.36%	3,020,859	149,87	133,53	122,91	ANO	121,53	160,77	
Bill & Melinda Gates Foundation Trust	DE - Deere & Co.	1.89	Reduce 12.96%	899,655	436,45	337,52	370,72		320,5	446,76	
Bill & Melinda Gates Foundation Trust	KOF - Coca-Cola FEMSA S A CV	1.73		6,214,719	55,74	50,68	54,22		46,91	59,07	
Bill & Melinda Gates Foundation Trust	MSFT - Microsoft Corp.	1.47	Reduce 51.25%	944,62	336,32	275,85	255,3	ANO	238,6	349,67	
Bill & Melinda Gates Foundation Trust	CCI - Crown Castle International Corp.	1.33	Reduce 68.89%	1,420,072	208,74	159,93	176		157,16	209,87	
David Rolfe - Wedgewood Partners	AAPL - Apple Inc.	9.13	Add 0.93%	370,691	182,01	150,62	141,7	ANO	122,86	182,94	
David Rolfe - Wedgewood Partners	FB - Meta Platforms Inc.	6.87	Add 28.71%	219,07	338,54	186,63	193,7		169	384,33	
David Rolfe - Wedgewood Partners	TSCO - Tractor Supply	6.83	Add 0.43%	207,589	238,6	191,79	176,48	ANO	170,82	241,54	
David Rolfe - Wedgewood Partners	V - Visa Inc.	6.83	Add 5.31%	218,479	235,42	190,7	201,35		186,67	252,67	
David Rolfe - Wedgewood Partners	GOOGL - Alphabet Inc.	6.52	Reduce 15.37%	16,612	2960	2519,02	2256,3	ANO	2196,49	3030,93	
David Rolfe - Wedgewood Partners	MSFT - Microsoft Corp.	6.18	Add 9.27%	142,079	336,32	275,85	255,3	ANO	238,6	349,67	
David Rolfe - Wedgewood Partners	EW - Edwards Lifesciences Corp.	5.95	Add 1.44%	358,22	129,55	101,96	94,28	ANO	88,96	131,73	
David Rolfe - Wedgewood Partners	MSI - Motorola Solutions Inc.	5.74	Add 7.75%	168,072	271,7	207,64	204,79	ANO	196,09	273,65	
David Rolfe - Wedgewood Partners	TSM - Taiwan Semiconductor S.A.	05.11	Add 41.28%	347,234	140,66	99,29	91,38	ANO	85,39	145	
David Rolfe - Wedgewood Partners	CDW - CDW Corp.	4.77	Add 6.00%	188,969	208,13	164,78	163,68	ANO	159,91	208,71	
Nelson Peltz - Trian Fund Management	FERG - Ferguson plc	26.9	Add 0.09%	11,402,731	181,28	136,29	117,06	ANO	111,81	183,67	
Nelson Peltz - Trian Fund Management	IVZ - Invesco Ltd	23.52	Add 18.82%	54,034,034	24,89	18,64	17,97	ANO	16,76	29,71	
Nelson Peltz - Trian Fund Management	JHG - Janus Henderson Group	18.69	Add 12.72%	31,867,800	43,61	30	27,21	ANO	25,76	48,55	
Nelson Peltz - Trian Fund Management	SYY - Sysco Corp.	15.73	Reduce 10.50%	11,503,829	88,37	75,31	81,11		68,05	91,53	
Nelson Peltz - Trian Fund Management	WEN - Wendy's Co.	9.32		25,333,339	24,07	20,94	16,85	ANO	15,77	29,46	
Nelson Peltz - Trian Fund Management	GE - General Electric	6.17	Add 0.00%	4,026,121	103,16	85,38	74,96	ANO	71,14	116,17	
Nelson Peltz - Trian Fund Management	MDLZ - Mondelez International	0.47	Add 0.02%	450,267	68,36	59,12	61,32		57,63	69,47	
Nelson Peltz - Trian Fund Management	PG - Procter & Gamble	0.01	Reduce 97.70%	5,457	164,21	143,22	145,76		131,94	165,35	
Nelson Peltz - Trian Fund Management	42.21				#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Jeffrey Ubben - ValueAct Capital	FISV - Fiserv Inc.	18.18		13,035,201	109,47	92,6	94,53		89,91	119,86	
Jeffrey Ubben - ValueAct Capital	KKR - KKR & Co. L.P.	18.18	Add 2.49%	22,605,349	74,5	50,85	51,21		47,51	83,9	
Jeffrey Ubben - ValueAct Capital	STX - Seagate Technology	16.62	Reduce 13.24%	13,437,070	116,02	86,35	83,66	ANO	76,28	117,67	
Jeffrey Ubben - ValueAct Capital	CBRE - CBRE Group	11.62		9,232,609	110,3	84,85	79,16	ANO	76,97	111	
Jeffrey Ubben - ValueAct Capital	LKQ - LKQ Corp.	10.96		17,550,411	60,03	42,55	49,93		42,36	60,43	
Jeffrey Ubben - ValueAct Capital	C - Citigroup Inc.	10.17		13,846,107	67,84	54,16	49,32	ANO	45,4	80,29	
Jeffrey Ubben - ValueAct Capital	NSIT - Insight Enterprises Inc.	5.23	Add 6.57%	3,543,143	110,05	91,39	100,24		88,28	111,02	
Jeffrey Ubben - ValueAct Capital	BHC - Bausch Health	4.54	Reduce 7.59%	14,430,901	27,79	21,6	10,16	ANO	7,8	32,54	
Jeffrey Ubben - ValueAct Capital	SLM - SLM Corp.	3.51	Reduce 4.79%	13,901,031	20,78	16,89	17,1		15,34	21,4	
Jeffrey Ubben - ValueAct Capital	BLD - TopBuild Corp.	0.53	Buy	214,371	275,91	185,59	192,43		165,01	284,07	
Guy Spier - Aquamarine Capital	BRK.B - Berkshire Hathaway CL B	22.49		140,6	359,57	299	308,16		270,73	362,1	
Guy Spier - Aquamarine Capital	AXP - American Express	17.80		210	198,38	158,74	156,59	ANO	149,88	199,55	
Guy Spier - Aquamarine Capital	BAC - Bank of America Corp.	14.34		767,845	49,38	38,34	34,9	ANO	34,26	50,11	
Guy Spier - Aquamarine Capital	MA - Mastercard Inc.	10.65		65,75	396,75	312,92	337,05		305,61	399,92	
Guy Spier - Aquamarine Capital	RACE - Ferrari NV	7.97		80	269,19	181,48	182,95		178,87	278,78	
Guy Spier - Aquamarine Capital	BRK.A - Berkshire Hathaway CL A	7.19		30	539180	450662	462500		407773,22	544389,25	
Guy Spier - Aquamarine Capital	MU - Micron Technology Inc.	07.6		200	97,36	69,4	71,19		65,67	98,45	
Guy Spier - Aquamarine Capital	MCO - Moody's Corp.	4.13		27	390,58	301,31	281,43	ANO	276,79	407,94	
Guy Spier - Aquamarine Capital	SRG - Seritage Growth Properties	2.87		500	14,45	8,49	7,9	ANO	7,9	20,09	
Guy Spier - Aquamarine Capital	BABA - Alibaba Group Holdings	2.34		47,5	137,41	76,76	87,87		73,28	230,89	
Bill Nygren - Oakmark Select	GOOGL - Alphabet Inc.	10.34	Reduce 0.97%	193,011	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Bill Nygren - Oakmark Select	CBRE - CBRE Group	8.76	Reduce 3.96%	4,366,660	110,3	84,85	79,16	ANO	76,97	111	
Bill Nygren - Oakmark Select	ALLY - Ally Financial Inc.	5.28		6,000,100	52,76	40,81	39,09	ANO	37,05	56,61	
Bill Nygren - Oakmark Select	FISV - Fiserv Inc.	4.90	Buy	2,550,000	109,47	92,6	94,53		89,91	119,86	
Bill Nygren - Oakmark Select	FB - Meta Platforms Inc.	4.87		783	338,54	186,63	193,7		169	384,33	
Bill Nygren - Oakmark Select	CHTR - Charter Communications	4.69		388,9	651,97	549,93	474,31	ANO	410,33	825,62	
Bill Nygren - Oakmark Select	NFLX - Netflix Inc.	4.68	Reduce 10.65%	419,6	602,44	331,01	178,32	ANO	162,71	700,99	
Bill Nygren - Oakmark Select	AIG - American International Group	4.43		4,209,800	64,48	54,67	58,59		44,54	65,73	
Bill Nygren - Oakmark Select	C - Citigroup Inc.	4.40		3,942,010	67,84	54,16	49,32	ANO	45,4	80,29	
Bill Nygren - Oakmark Select	STZ - Constellation Brands	4.22		909,6	254,6	212,39	238,23		207,35	261,52	
Harry Burn - Sound Shore	FLEX - Flex Ltd.	4.78		2,953,300	18,67	15,04	16,4		14,88	19,5	
Harry Burn - Sound Shore	PRGO - Perrigo Co.	4.31	Add 3.27%	1,285,350	41,85	34,95	38,3		31,32	50,9	
Harry Burn - Sound Shore	ORCL - Oracle Corp.	04.9	Add 42.78%	565,99	89,28	72,47	68,51	ANO	68,27	106,34	
Harry Burn - Sound Shore	VST - Vistra Corp.	04.4	Reduce 11.15%	1,989,180	23,15	20,81	25,22		15,76	27,1	NAD
Harry Burn - Sound Shore	WFC - Wells Fargo	3.63	Reduce 11.75%	857,46	59,06	45,81	42,15	ANO	40,92	60,3	
Harry Burn - Sound Shore	SIVB - SVB Financial Group	3.58	Add 80.91%	73,44	737,77	494,35	435,25	ANO	422,74	763,22	
Harry Burn - Sound Shore	NXPI - NXP Semiconductors NV	3.51	Add 23.29%	217,18	232,87	169,72	177,91		164,75	239,91	
Harry Burn - Sound Shore	ELAN - Elanco Animal Health Inc.	3.30	Add 46.12%	1,448,220	29	24,65	23,53	ANO	20,51	37,49	
Harry Burn - Sound Shore	LEN - Lennar Corp.	3.28	Add 113.50%	462,97	116,16	82,33	72,36	ANO	70,67	117,54	
Harry Burn - Sound Shore	PVH - PVH Corp.	3.21	Buy	480,84	111,53	66,99	65,54	ANO	62,72	125,42	
Greg Alexander - Conifer Management	EQH - Equitable Holdings Inc.	32.60	Add 10.58%	9,204,377	36,3	28,52	27,85	ANO	25,73	37,13	
Greg Alexander - Conifer Management	STLA - Stellantis N.V.	27.59		14,800,000	21,76	13,79	13,99		13,06	21,99	
Greg Alexander - Conifer Management	BLDR - Builders FirstSource Inc.	18.49	Reduce 16.67%	2,500,000	85,71	64,19	63,98	ANO	39,24	86,48	
Greg Alexander - Conifer Management	JD - JD.com Inc.	7.40		1,115,396	78,29	42,94	50,83		41,56	92,69	
Greg Alexander - Conifer Management	IMXI - International Money Express Inc.	4.72		2,000,000	21,74	15,46	19,77		13,78	22,86	
Greg Alexander - Conifer Management	YNDX - Yandex N.V.	3.82	Add 172.98%	5,500,000	60,5	18,94	18,94	ANO	14,11	87,11	
Greg Alexander - Conifer Management	RMNI - Rimini Street Inc.	2.66	Add 71.22%	4,000,000	6,44	4,36	5,81		4,19	11,52	
Greg Alexander - Conifer Management	GTYH - GTY Technology Holdings Inc.	2.18		5,876,987	6,7	3,08	5,84		2,51	8,09	
Greg Alexander - Conifer Management	LMACU - Liberty Media Acquisition Corp. Units	0.27	Reduce 75.08%	235,41	10,69	10,01	9,9	ANO	9,8	11,29	
Greg Alexander - Conifer Management	EVI - EVI Industries Inc.	0.25	Reduce 9.34%	116,341	32,73	16,99	9,93	ANO	9,9	38,42	
Mason Hawkins - Longleaf Partners	LUMN - Lumen Technologies Inc.	10.50		15,615,282	13,77	9,62	11,42		9,31	15,45	
Mason Hawkins - Longleaf Partners	CNX - CNX Resources Corp.	7.31	Reduce 2.92%	5,908,251	21,65	13,75	19,39		10,41	23,33	
Mason Hawkins - Longleaf Partners	FDX - FedEx Corp.	6.33		458,2	264,91	201,09	205,86		192,82	319,9	
Mason Hawkins - Longleaf Partners	MAT - Mattel Inc.	5.79	Reduce 19.01%	4,364,241	25,58	19,61	24,7		17,95	26,99	
Mason Hawkins - Longleaf Partners	MGM - MGM Resorts International	5.72		2,286,705	48,52	37,48	32,59	ANO	32,55	51,17	
Mason Hawkins - Longleaf Partners	WBD - Warner Bros. Discovery Inc.	5.62		3,772,564	#HODNOTA!	#HODNOTA!	17,33	#HODNOTA!	16,51	39,7	#HODNOTA!
Mason Hawkins - Longleaf Partners	IAC - IAC/InterActiveCorp	5.53	Add 42.91%	924,454	138,43	94,6	79,22	ANO	72,29	186,77	
Mason Hawkins - Longleaf Partners	GE - General Electric	5.50		1,006,574	103,16	85,38	74,96	ANO	71,14	116,17	
Mason Hawkins - Longleaf Partners	AMG - Affiliated Managers Group	5.21		619,026	166,83	122,48	124,68		116,12	191,62	
Mason Hawkins - Longleaf Partners	CKHUY - CK Hutchison Hldgs Ltd.	05.5		11,564,500	7,65	6,42	6,93		6	8,16	
Ruane, Cunniff & Goldfarb - Sequoia	UNH - United Health Group Inc.	6.77	Reduce 2.79%	654,267	520,82	455,89	472,57		383,12	553,29	
Ruane, Cunniff & Goldfarb - Sequoia	KMX - CarMax Inc.	6.37	Reduce 5.29%	2,375,390	130,23	97,27	88,44	ANO	85,36	155,98	
Ruane, Cunniff & Goldfarb - Sequoia	FB - Meta Platforms Inc.	6.33	Reduce 5.48%	914,274	338,54	186,63	193,7		169	384,33	
Ruane, Cunniff & Goldfarb - Sequoia	TSM - Taiwan Semiconductor S.A.	06.6	Reduce 1.60%	2,444,634	140,66	99,29	91,38	ANO	85,39	145	
Ruane, Cunniff & Goldfarb - Sequoia	GOOGL - Alphabet Inc.	5.97		100,042	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Ruane, Cunniff & Goldfarb - Sequoia	ANTM - Anthem Inc.	5.76	Reduce 6.56%	603,667	502,48	428,44	477,97		355,43	533,68	
Ruane, Cunniff & Goldfarb - Sequoia	SCHW - Charles Schwab Corp.	05.10	Reduce 3.75%	2,944,803	95,53	75,69	63,46	ANO	63,19	96,24	
Ruane, Cunniff & Goldfarb - Sequoia	MU - Micron Technology Inc.	05.9	Reduce 7.55%	2,653,239	97,36	69,4	71,19		65,67	98,45	
Ruane, Cunniff & Goldfarb - Sequoia	FWONK - Liberty Media Corp Formula One Series C	4.93	Reduce 1.23%	3,785,286	69,75	56,24	60,52		43,25	71,17	
Ruane, Cunniff & Goldfarb - Sequoia	CNSWF - Constellation Software Inc.	4.74	Reduce 4.30%	124,074	1867	1589,92	1484,77	ANO	1391	1919,99	
Christopher Davis - Clipper	BRK.A - Berkshire Hathaway CL A	9.14		237	539180	450662	462500		407773,22	544389,25	
Christopher Davis - Clipper	WFC - Wells Fargo	7.95		1,937,292	59,06	45,81	42,15	ANO	40,92	60,3	
Christopher Davis - Clipper	COF - Capital One Financial	7.63	Reduce 0.93%	614,583	161,37	124,8	115,42	ANO	111,58	177,95	
Christopher Davis - Clipper	GOOGL - Alphabet Inc.	7.47		30,13	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Christopher Davis - Clipper	BK - Bank of New York Mellon Corp.	5.98		1,203,153	63,66	50	43,48	ANO	41,77	64,63	
Christopher Davis - Clipper	MKL - Markel Corp.	4.97		47,047	1504,21	1186,53	1356		1155	1519,25	
Christopher Davis - Clipper	USB - U.S. Bancorp	4.91		1,021,590	63,25	52,65	49,21	ANO	47,68	63,57	
Christopher Davis - Clipper	FB - Meta Platforms Inc.	4.85		168,54	338,54	186,63	193,7		169	384,33	
Christopher Davis - Clipper	AMZN - Amazon.com Inc.	4.66		16,331	3408,09	2720,29	2158,03	ANO	2048,11	3773,08	
Christopher Davis - Clipper	INTC - Intel Corp.	4.61	Add 87.58%	1,045,420	55,91	44,4	42,45	ANO	42,01	58,42	
Donald Yacktman - Yacktman Focused Fund	CNQ - Canadian Natural Resources	9.38	Reduce 0.43%	16,953,969	63,72	42,25	61,2		29,53	70,6	
Donald Yacktman - Yacktman Focused Fund	PEP - PepsiCo Inc.	6.38	Reduce 4.06%	4,274,418	175,64	153,73	164,2		144,08	177,62	
Donald Yacktman - Yacktman Focused Fund	MSFT - Microsoft Corp.	5.34	Reduce 5.11%	1,942,026	336,32	275,85	255,3	ANO	238,6	349,67	
Donald Yacktman - Yacktman Focused Fund	GOOG - Alphabet Inc. CL C	5.16	Reduce 2.72%	207,138	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Donald Yacktman - Yacktman Focused Fund	CTSH - Cognizant Technology Solutions	4.39	Reduce 7.11%	5,487,021	93,12	81,79	71,36	ANO	66,19	93,47	
Donald Yacktman - Yacktman Focused Fund	PG - Procter & Gamble	4.20	Reduce 4.06%	3,079,402	164,21	143,22	145,76		131,94	165,35	
Donald Yacktman - Yacktman Focused Fund	UHAL - AMERCO	3.79	Add 58.55%	711,679	726,23	556,91	515,91	ANO	505,32	769,9	
Donald Yacktman - Yacktman Focused Fund	KO - Coca Cola Co.	3.51	Reduce 0.98%	6,338,531	62,85	57,88	61,92		52,28	67,2	
Donald Yacktman - Yacktman Focused Fund	JNJ - Johnson & Johnson	3.43	Reduce 1.97%	2,167,250	179,59	158,14	176,98		155,72	186,69	
Donald Yacktman - Yacktman Focused Fund	SYY - Sysco Corp.	3.39	Reduce 2.78%	4,658,542	88,37	75,31	81,11		68,05	91,53	
Jean-Marie Eveillard - First Eagle U.S. Value	ORCL - Oracle Corp.	5.26	Add 0.79%	25,924,820	89,28	72,47	68,51	ANO	68,27	106,34	
Jean-Marie Eveillard - First Eagle U.S. Value	XOM - Exxon Mobil Corp.	4.78	Reduce 0.86%	23,606,638	87,78	61,19	90,7		52,1	92,92	NAD
Jean-Marie Eveillard - First Eagle U.S. Value	CMCSA - Comcast Corp.	3.46	Add 2.41%	30,102,119	51,68	44,97	42,69	ANO	39,47	61,8	
Jean-Marie Eveillard - First Eagle U.S. Value	NEM - Newmont Corp.	3.41	Add 0.40%	17,502,393	79,96	58,67	64,23		52,6	86,37	
Jean-Marie Eveillard - First Eagle U.S. Value	IMO - Imperial Oil Ltd.	2.93	Reduce 0.25%	24,668,675	48,22	36,1	49,84		23,94	54,15	NAD
Jean-Marie Eveillard - First Eagle U.S. Value	CHRW - C.H. Robinson Worldwide	2.82	Add 0.87%	10,680,842	110,95	88,21	103,37		84,67	112,15	
Jean-Marie Eveillard - First Eagle U.S. Value	WTW - Willis Towers Watson plc	2.78	Add 1.31%	4,799,750	243,39	216,82	203,59	ANO	197,3	268,19	
Jean-Marie Eveillard - First Eagle U.S. Value	FB - Meta Platforms Inc.	2.77	Add 50.81%	5,080,867	338,54	186,63	193,7		169	384,33	
Jean-Marie Eveillard - First Eagle U.S. Value	SLB - Schlumberger Ltd.	2.67	Reduce 1.96%	26,305,074	45,08	29,95	40,77		25,9	46,27	
Jean-Marie Eveillard - First Eagle U.S. Value	ANTM - Anthem Inc.	2.45	Add 0.55%	2,028,985	502,48	428,44	477,97		355,43	533,68	
Lindsell Train	MDLZ - Mondelez International	24.94	Reduce 4.46%	25,210,468	68,36	59,12	61,32		57,63	69,47	
Lindsell Train	PEP - PepsiCo Inc.	11.94	Reduce 8.43%	4,528,860	175,64	153,73	164,2		144,08	177,62	
Lindsell Train	INTU - Intuit Inc.	11.80	Add 0.16%	1,558,456	643,22	424,63	355,28	ANO	339,36	716,86	
Lindsell Train	DIS - Walt Disney Co.	11.66	Reduce 2.71%	5,395,590	157,89	129,03	104,98	ANO	99,47	187,58	
Lindsell Train	WWE - World Wrestling Ent.	10.61	Reduce 5.39%	10,785,957	63,1	47,81	59,83		46,81	70,72	
Lindsell Train	PYPL - PayPal Holdings Inc.	9.58	Add 25.42%	5,259,462	194,94	93,61	76,94	ANO	71,83	310,16	
Lindsell Train	EBAY - eBay Inc.	7.55	Reduce 3.31%	8,371,371	66,81	50,06	44,92	ANO	44,86	81,19	
Lindsell Train	FICO - Fair Isaac Corp.	05.12	Buy	696,558	523,43	416,77	375,62	ANO	340,48	553,97	
Lindsell Train	BF.A - Brown-Forman Corp. CL A	2.93	Add 1.10%	2,959,172	67,79	58,09	59,44		57,92	76,15	
Lindsell Train	MANU - Manchester United plc	2.41	Reduce 2.32%	10,596,176	14,88	12,22	12,97		12,04	20,86	
Charles Bobrinskoy - Ariel Focus	APA - APA Corp.	7.85	Reduce 12.96%	135,092	41,53	26,89	40,18		15,55	45,27	
Charles Bobrinskoy - Ariel Focus	MOS - Mosaic Co.	07.12	Reduce 27.97%	76,126	71,34	39	61,41		28,26	79,28	
Charles Bobrinskoy - Ariel Focus	BWA - BorgWarner Inc.	4.94	Add 30.94%	90,177	49,88	35,02	38,61		34,85	55,55	
Charles Bobrinskoy - Ariel Focus	BOKF - BOK Financial Corp.	4.49	Reduce 2.98%	34,004	116,31	95,86	82,18	ANO	77,65	120,2	
Charles Bobrinskoy - Ariel Focus	LMT - Lockheed Martin Corp.	4.36		7,019	466,15	354,36	435,17		324,23	479,99	
Charles Bobrinskoy - Ariel Focus	GS - Goldman Sachs Group	4.35	Add 7.15%	9,376	407,48	321,37	307,88	ANO	293,9	426,16	
Charles Bobrinskoy - Ariel Focus	MSGE - Madison Square Garden Ent. Corp.	4.35		37,109	83,28	66,25	64,27	ANO	57,66	94,37	
Charles Bobrinskoy - Ariel Focus	GOLD - Barrick Gold Corp.	04.12		119,404	25,36	18,02	19,93		17,27	26,07	
Charles Bobrinskoy - Ariel Focus	SNA - Snap-On Inc.	04.2		13,891	220,89	202	217,19		197,75	257,98	
Charles Bobrinskoy - Ariel Focus	REZI - Resideo Technologies Inc.	3.80	Add 59.14%	113,198	26,77	22,86	23,2		21,2	33,25	
John Rogers - Ariel Appreciation	MSGE - Madison Square Garden Ent. Corp.	4.75	Reduce 8.88%	715,155	83,28	66,25	64,27	ANO	57,66	94,37	
John Rogers - Ariel Appreciation	BOKF - BOK Financial Corp.	4.31	Add 5.04%	575,538	116,31	95,86	82,18	ANO	77,65	120,2	
John Rogers - Ariel Appreciation	NTRS - Northern Trust Corp.	4.24	Reduce 0.50%	456,897	133,62	104,09	102,86	ANO	100,05	135,15	
John Rogers - Ariel Appreciation	MAT - Mattel Inc.	04.10	Reduce 8.64%	2,315,037	25,58	19,61	24,7		17,95	26,99	
John Rogers - Ariel Appreciation	AFL - AFLAC Inc.	3.90	Reduce 16.26%	760,273	66,04	58,27	56,68	ANO	51,28	67,2	
John Rogers - Ariel Appreciation	GS - Goldman Sachs Group	3.70	Add 12.87%	140,566	407,48	321,37	307,88	ANO	293,9	426,16	
John Rogers - Ariel Appreciation	SCHW - Charles Schwab Corp.	3.41	Add 9.02%	507,925	95,53	75,69	63,46	ANO	63,19	96,24	
John Rogers - Ariel Appreciation	LH - Laboratory Corp. of America Hldgs	3.28		156,257	314,21	259,82	243,67	ANO	232,01	317,17	
John Rogers - Ariel Appreciation	WBA - Walgreens Boots Alliance	3.17		887,361	54,33	45,01	41,14	ANO	41,03	55,96	
John Rogers - Ariel Appreciation	LAZ - Lazard Ltd.	2.97	Reduce 1.19%	1,080,836	46,39	32,17	32,95		30,85	53	
FPA Queens Road Small Cap Value Fund	SFBS - ServisFirst Bancshares Inc.	6.33	Reduce 1.54%	296,364	95,32	82,04	79,08	ANO	63,28	97,25	
FPA Queens Road Small Cap Value Fund	AEL - American Equity Inv. Life Hldg Co	5.31		593,598	43,72	35,24	37,35		27,12	44,49	
FPA Queens Road Small Cap Value Fund	SYNA - Synaptics Inc.	3.84	Reduce 32.84%	85,911	289,51	181,06	138,64	ANO	117	299,39	
FPA Queens Road Small Cap Value Fund	HMN - Horace Mann Educators	3.79	Add 0.10%	404,378	42,74	37,04	39,43		36,21	42,95	
FPA Queens Road Small Cap Value Fund	MTZ - MasTec Inc.	3.76	Add 19.88%	192,984	96,57	71,94	78,86		70,72	122,33	
FPA Queens Road Small Cap Value Fund	FN - Fabrinet	3.63	Add 2.67%	154,272	123,17	94,57	85,19	ANO	79,6	126,28	
FPA Queens Road Small Cap Value Fund	CNO - CNO Financial Group Inc.	3.54	Add 13.62%	629,934	26,21	22,63	20,25	ANO	19,47	27,89	
FPA Queens Road Small Cap Value Fund	IDCC - InterDigital Inc.	3.44		240,918	73,47	61,44	59,51	ANO	56,13	85,75	
FPA Queens Road Small Cap Value Fund	SNX - SYNNEX Corp.	3.32	Add 43.82%	143,712	117,32	99,41	98,04	ANO	93,49	130,93	
FPA Queens Road Small Cap Value Fund	RLI - RLI Corp.	3.22		129,811	112,59	98,37	118,45		96,22	119,74	NAD
Steven Romick - FPA Crescent Fund	GOOGL - Alphabet Inc.	4.98	Reduce 0.44%	119,561	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Steven Romick - FPA Crescent Fund	CMCSA - Comcast Corp.	4.97	Add 1.55%	7,087,694	51,68	44,97	42,69	ANO	39,47	61,8	
Steven Romick - FPA Crescent Fund	AIG - American International Group	4.55	Reduce 6.72%	4,846,206	64,48	54,67	58,59		44,54	65,73	
Steven Romick - FPA Crescent Fund	ADI - Analog Devices	4.14	Reduce 0.48%	1,675,434	177,15	145,63	161,29		143,81	191,95	
Steven Romick - FPA Crescent Fund	AVGO - Broadcom Inc.	04.9	Reduce 19.22%	433,61	670,92	533,23	575,66		425,7	677,76	
Steven Romick - FPA Crescent Fund	HCMLF - Holcim Ltd.	04.3		5,535,770	57,19	43,8	47,7		43,8	63	
Steven Romick - FPA Crescent Fund	GOOG - Alphabet Inc. CL C	3.84	Reduce 0.57%	91,899	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Steven Romick - FPA Crescent Fund	TEL - TE Connectivity	3.69	Reduce 3.16%	1,883,048	164,13	126,42	122,51	ANO	119,81	166,44	
Steven Romick - FPA Crescent Fund	GLNCY - Glencore Plc	3.60	Reduce 19.83%	36,927,159	13,39	10,08	12,13		7,91	14	
Steven Romick - FPA Crescent Fund	AON - Aon Plc	3.34	Reduce 13.30%	685,221	326,39	261,88	271,84		223,19	341,98	
Wallace Weitz - Weitz Value	GOOG - Alphabet Inc. CL C	08.11		27	2960,73	2529,29	2259,24	ANO	2202,27	3042	
Wallace Weitz - Weitz Value	BRK.B - Berkshire Hathaway CL B	4.74	Reduce 24.24%	125	359,57	299	308,16		270,73	362,1	
Wallace Weitz - Weitz Value	CSGP - CoStar Group Inc.	4.66	Add 23.81%	650	79,03	53,27	55,58		49	101,05	
Wallace Weitz - Weitz Value	LBRDK - Liberty Broadband Corp. CL C	4.66	Add 6.67%	320	161,48	134,94	118,71	ANO	107,4	194,05	
Wallace Weitz - Weitz Value	TMO - Thermo Fisher Scientific	4.45		70	667,24	524	542,41		438,72	672,34	
Wallace Weitz - Weitz Value	DHR - Danaher Corp.	4.42		140	329,01	257,27	243,83	ANO	233,71	333,96	
Wallace Weitz - Weitz Value	FB - Meta Platforms Inc.	4.42	Add 23.33%	185	338,54	186,63	193,7		169	384,33	
Wallace Weitz - Weitz Value	MA - Mastercard Inc.	4.42		115	396,75	312,92	337,05		305,61	399,92	
Wallace Weitz - Weitz Value	V - Visa Inc.	4.41		185	235,42	190,7	201,35		186,67	252,67	
Wallace Weitz - Weitz Value	VMC - Vulcan Materials	3.95		200	210,53	170,18	161,25	ANO	156,53	213,65	
Sam Peters - ClearBridge Value Trust	AIG - American International Group	3.60	Reduce 4.00%	1,200,000	64,48	54,67	58,59		44,54	65,73	
Sam Peters - ClearBridge Value Trust	PXD - Pioneer Natural Resources	3.59	Reduce 7.69%	300	257,93	181,88	268,5		133,73	279,98	NAD
Sam Peters - ClearBridge Value Trust	WFC - Wells Fargo	3.47	Reduce 3.23%	1,500,000	59,06	45,81	42,15	ANO	40,92	60,3	
Sam Peters - ClearBridge Value Trust	EQT - EQT Corp.	3.29	Reduce 9.09%	2,000,000	34,9	19,74	39,97		15,71	45,5	NAD
Sam Peters - ClearBridge Value Trust	BAC - Bank of America Corp.	2.96	Reduce 3.23%	1,500,000	49,38	38,34	34,9	ANO	34,26	50,11	
Sam Peters - ClearBridge Value Trust	FCX - Freeport-McMoran Inc.	2.85	Reduce 4.00%	1,200,000	51,93	36,04	35,58	ANO	30,02	51,99	
Sam Peters - ClearBridge Value Trust	SBNY - Signature Bank	2.45	Add 16.67%	175	366	277,95	189,97	ANO	179,05	374,76	
Sam Peters - ClearBridge Value Trust	ABBV - AbbVie Inc.	2.40	Reduce 18.42%	310	163,75	131,98	153,47		105,56	175,91	
Sam Peters - ClearBridge Value Trust	UNH - United Health Group Inc.	2.32		95	520,82	455,89	472,57		383,12	553,29	
Sam Peters - ClearBridge Value Trust	GE - General Electric	2.19		500	103,16	85,38	74,96	ANO	71,14	116,17	
Tweedy Browne Co. - Tweedy Browne Value	BRK.A - Berkshire Hathaway CL A	7.59		60	539180	450662	462500		407773,22	544389,25	
Tweedy Browne Co. - Tweedy Browne Value	GOOGL - Alphabet Inc.	04.9		6,15	2960	2519,02	2256,3	ANO	2196,49	3030,93	
Tweedy Browne Co. - Tweedy Browne Value	NSRGY - Nestle	3.70		118,78	141,12	119,16	119,83		118,02	141,95	
Tweedy Browne Co. - Tweedy Browne Value	CNHI - CNH Industrial NV	3.38		891,67	16,98	13,49	14,73		13,07	17,13	
Tweedy Browne Co. - Tweedy Browne Value	DEO - Diageo plc	03.5		62,715	222,11	175,64	185,57		175,46	223,14	
Tweedy Browne Co. - Tweedy Browne Value	WFC - Wells Fargo	03.5		263,163	59,06	45,81	42,15	ANO	40,92	60,3	
Tweedy Browne Co. - Tweedy Browne Value	AZO - AutoZone Inc.	03.2	Reduce 12.15%	6,18	2096,39	1794,28	1823,94		1367,96	2267,4	
Tweedy Browne Co. - Tweedy Browne Value	RHHVF - Roche Holdings AG DIV RT	2.93	Reduce 12.05%	30,803	414	360,7	322,59	ANO	313,84	430	
Tweedy Browne Co. - Tweedy Browne Value	TTE - TotalEnergies SE	2.88		236,38	60,03	48,81	54,55		40,33	60,04	
Tweedy Browne Co. - Tweedy Browne Value	JNJ - Johnson & Johnson	2.83	Reduce 7.43%	66,608	179,59	158,14	176,98		155,72	186,69