Portfolio manažer/fond	Ticker - Akcie	% Portfolia	Nákup	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.	5.74	Reduce 1.62%	383,16	324,79	360,42		279,32	395,8		5,74
William Von Mueffling - Cantillon Capital Management	AVGO - Broadcom Inc.	5.15	Reduce 1.57%	643,71	553,48	644,55		415,07	648,5	NAD	5,15
William Von Mueffling - Cantillon Capital Management	ADI - Analog Devices	4.98	Reduce 1.78%	196,18	159,69	183,85		133,48	198,25		4,98
William Von Mueffling - Cantillon Capital Management	V - Visa Inc.	4.50	Reduce 1.79%	231,44	207,39	231,04		174,6	235,57		4,5
William Von Mueffling - Cantillon Capital Management	TMO - Thermo Fisher Scientific	3.85	Reduce 1.78%	604,82	535	520,15	ANO	475,77	611,06		3,85
William Von Mueffling - Cantillon Capital Management	A - Agilent Technologies	3.72	Reduce 1.69%	159,06	131,13	126,32	ANO	112,52	160,26		3,72
William Von Mueffling - Cantillon Capital Management	GOOGL - Alphabet Inc.	3.48	Reduce 28.65%	107,74	86,2	120,43		83,34	122,43	NAD	3,48
William Von Mueffling - Cantillon Capital Management	AMAT - Applied Materials	3.36	Reduce 1.68%	124,26	96,73	121,71		71,12	125,62		3,36
William Von Mueffling - Cantillon Capital Management	MSFT - Microsoft Corp.	3.35	Add 20.39%	284,05	222,31	313,04		213,43	313,71	NAD	3,35
William Von Mueffling - Cantillon Capital Management	WTW - Willis Towers Watson plc	3.35	Reduce 1.64%	257,18	219,72	229,1		187,89	258,93		3,35
Kahn Brothers Advisors - Kahn Brothers Group	BP - BP plc	10.70	Reduce 9.49%	41,02	33,78	35,57		25,37	41,38		10,7
Kahn Brothers Advisors - Kahn Brothers Group	MRK - Merck & Co.	10.29	Reduce 1.49%	114,84	102,94	116,29		83,05	119,65	NAD	10,29
Kahn Brothers Advisors - Kahn Brothers Group	BMY - Bristol-Myers Squibb	8.98	Reduce 1.47%	74,53	65,71	67,23		65,28	81,44		8,98
Kahn Brothers Advisors - Kahn Brothers Group	NYCB - New York Community Bancorp	8.31	Add 7.15%	10,41	6,4	10,28		5,81	11,02		8,31
Kahn Brothers Advisors - Kahn Brothers Group	AGO - Assured Guaranty Ltd.	8.28	Reduce 7.09%	63,15	46,22	52,31		45,21	67,13		8,28
Kahn Brothers Advisors - Kahn Brothers Group	C - Citigroup Inc.	8.22	Add 4.20%	52,35	43,11	45,39		40,01	54,56		8,22
Kahn Brothers Advisors - Kahn Brothers Group	PTEN - Patterson-UTI Energy Inc.	6.83	Reduce 9.37%	17,6	10,7	10,07	ANO	9,94	20,53		6,83
Kahn Brothers Advisors - Kahn Brothers Group	GSK - GSK plc	6.54	Add 4.12%	36,43	33,5	36,62		28,47	45,14	NAD	6,54
Kahn Brothers Advisors - Kahn Brothers Group	MBI - MBIA Inc.	6.31	Reduce 1.72%	13,79	8,09	7,89	ANO	7,33	14,48		6,31
Kahn Brothers Advisors - Kahn Brothers Group	PFE - Pfizer Inc.	6.50	Reduce 0.83%	51,26	39,39	37,09	ANO	36,83	54,93		6,5
Thomas Gayner - Markel Asset Management	BRK.A - Berkshire Hathaway CL A	6.60		483990	442765	497650,03		393012,25	506000	NAD	6,6
Thomas Gayner - Markel Asset Management	BRK.B - Berkshire Hathaway CL B	6.2		320,37	293,51	324		259,85	331,84	NAD	6,2
Thomas Gayner - Markel Asset Management	DE - Deere & Co.	3.97		439,63	385,5	364,5	ANO	283,81	448,4		3,97
Thomas Gayner - Markel Asset Management	GOOG - Alphabet Inc. CL C	3.64		108,8	86,77	120,89		83,45	123,26	NAD	3,64
Thomas Gayner - Markel Asset Management	BN - Brookfield Corp.	3.61		38,17	28,62	30,14		28,25	38,48		3,61
Thomas Gayner - Markel Asset Management	HD - Home Depot	3.45		339,79	280,82	283,65		264,51	347,25		3,45
Thomas Gayner - Markel Asset Management	DEO - Diageo ADR	3.11		187,74	169,46	179,35		160,09	194,04		3,11
Thomas Gayner - Markel Asset Management	ADI - Analog Devices	2.80	Add 0.63%	196,18	159,69	183,85		133,48	198,25		2,8
Thomas Gayner - Markel Asset Management	V - Visa Inc.	2.77	Add 0.11%	231,44	207,39	231,04		174,6	235,57		2,77
Thomas Gayner - Markel Asset Management	AMZN - Amazon.com Inc.	2.64	Add 0.58%	112,91	83,12	114,39		81,43	146,57	NAD	2,64
David Abrams - Abrams Capital Management	LAD - Lithia Motors Inc.	17.2		294,3	201,14	214,6		180	314,83		17,2
David Abrams - Abrams Capital Management	META - Meta Platforms Inc.	14.42	Reduce 1.14%	207,84	120,34	238,77		88,09	244,92	NAD	14,42
David Abrams - Abrams Capital Management	ABG - Asbury Automotive Group Inc.	14.00	Reduce 0.46%	243,13	174,3	199,12		138,88	253,67		14
David Abrams - Abrams Capital Management	TDG - TransDigm Group Inc.	8.54		770,15	625,77	812,22		499,63	824,59	NAD	8,54
David Abrams - Abrams Capital Management	GOOGL - Alphabet Inc.	7.68		107,74	86,2	120,43		83,34	122,43	NAD	7,68
David Abrams - Abrams Capital Management	ET - Energy Transfer LP	7.30		13,5	11,62	12,38		9,15	13,67		7,3
David Abrams - Abrams Capital Management	CPNG - Coupang Inc.	6.80		18,13	12,91	16,02		10,51	21,38		6,8
David Abrams - Abrams Capital Management	UHAL.B - U Haul Holding Co Non Voting	6.10		62,87	48,65	53,67		47,22	68,29		6,1
David Abrams - Abrams Capital Management	WTW - Willis Towers Watson plc	5.93		257,18	219,72	229,1		187,89	258,93		5,93
David Abrams - Abrams Capital Management	TPX - Tempur Sealy Int.	4.50		44,25	33,77	38,67		20,03	44,28		4,5
Daniel Loeb - Third Point	PCG - PG&E Corp.	15.68	Add 0.30%	16,74	15,28	16,93		9,64	17,68	NAD	15,68
Daniel Loeb - Third Point	CL - Colgate-Palmolive	13.59	Reduce 4.33%	79,98	71,31	80,9		67,84	83,81	NAD	13,59
Daniel Loeb - Third Point	DHR - Danaher Corp.	11.34	Add 1.85%	277	239,75	224,75	ANO	224,32	303,82		11,34
Daniel Loeb - Third Point	BBWI - Bath & Body Works Inc.	8.23	Add 0.01%	47,98	34,35	32,73	ANO	25,75	49,55		8,23
Daniel Loeb - Third Point	GOOGL - Alphabet Inc.	8.60	Buy	107,74	86,2	120,43		83,34	122,43	NAD	8,6
Daniel Loeb - Third Point	MSFT - Microsoft Corp.	4.95	Reduce 11.02%	284,05	222,31	313,04		213,43	313,71	NAD	4,95
Daniel Loeb - Third Point	DD - DuPont de Nemours Inc.	4.70	Add 33.33%	77,79	67,55	64,92	ANO	49,52	78,4		4,7
Daniel Loeb - Third Point	IFF - International Flavors & Fragrances Inc.	3.84	Add 10.87%	116,7	82,72	81,69	ANO	81,15	135,17		3,84
Daniel Loeb - Third Point	HCA - HCA Healthcare Inc.	3.71	Buy	263,81	239,96	276,91		164,47	294,02	NAD	3,71
Daniel Loeb - Third Point	FERG - Ferguson plc	2.79	Add 37.84%	149,61	126,97	146,51		99,16	149,81		2,79
Mohnish Pabrai - Pabrai Investments	MU - Micron Technology Inc.	79.22	Reduce 14.44%	63,87	49,98	64,09		48,43	75,41	NAD	79,22
Mohnish Pabrai - Pabrai Investments	BN - Brookfield Corp.	20.76	Add 8.46%	38,17	28,62	30,14		28,25	38,48		20,76
Mohnish Pabrai - Pabrai Investments	SRG - Seritage Growth Properties	0.02		12,7	7,32	7,48		4,9	14,52		0,02
Chuck Akre - Akre Capital Management	MA - Mastercard Inc.	18.79	Add 0.06%	382,39	344,71	379,56		276,87	390		18,79
Chuck Akre - Akre Capital Management	MCO - Moody's Corp.	15.38		329,49	276,47	308,71		230,16	335,91		15,38
Chuck Akre - Akre Capital Management	AMT - American Tower Corp.	12.60	Add 0.08%	232,81	191,2	192,33		178,17	282,47		12,6
Chuck Akre - Akre Capital Management	V - Visa Inc.	9.78		231,44	207,39	231,04		174,6	235,57		9,78
Chuck Akre - Akre Capital Management	ORLY - O'Reilly Automotive	8.84	Reduce 0.01%	873,01	771,17	941,9		562,9	964,58	NAD	8,84
Chuck Akre - Akre Capital Management	KKR - KKR & Co. L.P.	7.20	Add 0.49%	59,1	46,42	48,13		41,77	60,53		7,2
Chuck Akre - Akre Capital Management	ROP - Roper Technologies Inc.	6.43		452,11	420,33	461,26		356,22	463,9	NAD	6,43
Chuck Akre - Akre Capital Management	BN - Brookfield Corp.	5.22	Add 4.72%	38,17	28,62	30,14		28,25	38,48		5,22
Chuck Akre - Akre Capital Management	CSGP - CoStar Group Inc.	4.31		81,05	65,85	75,97		54,02	85,37		4,31
Chuck Akre - Akre Capital Management	ADBE - Adobe Inc.	4.07	Reduce 3.27%	392,23	320,54	343,59		274,73	451,15		4,07
Thomas Russo - Gardner Russo & Gardner	BRK.A - Berkshire Hathaway CL A	12.46	Reduce 0.81%	483990	442765	497650,03		393012,25	506000	NAD	12,46
Thomas Russo - Gardner Russo & Gardner	NSRGY - Nestle	10.34	Reduce 0.92%	124,05	111,48	127,59		102,78	131,64	NAD	10,34
Thomas Russo - Gardner Russo & Gardner	MA - Mastercard Inc.	9.33	Reduce 0.92%	382,39	344,71	379,56		276,87	390		9,33
Thomas Russo - Gardner Russo & Gardner	CFRHF - Compagnie Financiere Richemont SA	9.15	Reduce 1.83%	160	129,48	171,84		93,74	174	NAD	9,15
Thomas Russo - Gardner Russo & Gardner	GOOG - Alphabet Inc. CL C	9.90	Add 6.24%	108,8	86,77	120,89		83,45	123,26	NAD	9,9
Thomas Russo - Gardner Russo & Gardner	HKHHF - Heineken Holding NV	7.81	Reduce 0.59%	90,2	77,1	95,09		65,05	97,41	NAD	7,81
Thomas Russo - Gardner Russo & Gardner	PDRDF - Pernod Ricard	6.88	Reduce 0.42%	224,44	192,35	229,75		164,11	238,75	NAD	6,88
Thomas Russo - Gardner Russo & Gardner	PM - Philip Morris Intl.	6.49	Reduce 0.43%	105,39	90,27	94,35		82,85	109,81		6,49
Thomas Russo - Gardner Russo & Gardner	BRK.B - Berkshire Hathaway CL B	5.26	Reduce 1.05%	320,37	293,51	324		259,85	331,84	NAD	5,26
Thomas Russo - Gardner Russo & Gardner	NFLX - Netflix Inc.	3.82	Reduce 0.46%	367,96	292,76	332,92		164,28	379,43		3,82
Seth Klarman - Baupost Group	LBTYK - Liberty Global Inc. C	17.31		22,65	19,13	18,18	ANO	16,16	26,11		17,31
Seth Klarman - Baupost Group	GOOG - Alphabet Inc. CL C	10.88	Add 46.50%	108,8	86,77	120,89		83,45	123,26	NAD	10,88
Seth Klarman - Baupost Group	VSAT - Viasat Inc.	9.86		37,36	29,84	36,83		25,38	44,77		9,86
Seth Klarman - Baupost Group	QRVO - Qorvo Inc.	8.44	Reduce 18.88%	113,53	89,14	91,52		75,38	114,59		8,44
Seth Klarman - Baupost Group	VRTV - Veritiv Corp.	8.30		151,63	109,82	105,87	ANO	94,5	161,84		8,3
Seth Klarman - Baupost Group	LSXMK - Liberty SiriusXM Series C	7.43	Add 8.79%	41,68	25,28	27,92		25,02	45,2		7,43
Seth Klarman - Baupost Group	WBD - Warner Bros. Discovery Inc.	6.81	Reduce 18.60%	15,94	9,48	12,14		8,82	18,76		6,81
Seth Klarman - Baupost Group	FIS - Fidelity National Information Services	4.70	Add 124.67%	77,81	49,7	54,92		48,57	106,65		4,7
Seth Klarman - Baupost Group	LSXMA - Liberty Sirius XM Series A	4.11	Add 6.51%	41,87	25,33	27,97		25,05	45,26		4,11
Seth Klarman - Baupost Group	EDU - New Oriental Education & Technology	3.74	Reduce 6.47%	45,31	34,65	39,26		10,71	46,74		3,74
Christopher Bloomstran - Semper Augustus	BRK.B - Berkshire Hathaway CL B	18.43	Add 1.81%	320,37	293,51	324		259,85	331,84	NAD	18,43
Christopher Bloomstran - Semper Augustus	BRK.A - Berkshire Hathaway CL A	14.43	Add 13.08%	483990	442765	497650,03		393012,25	506000	NAD	14,43
Christopher Bloomstran - Semper Augustus	OLN - Olin Corp.	7.54	Reduce 17.24%	64,59	50,2	52,06		41,33	67,25		7,54
Christopher Bloomstran - Semper Augustus	NEM - Newmont Corp.	6.26	Add 9.28%	55,09	41,74	45,31		37,45	70,16		6,26
Christopher Bloomstran - Semper Augustus	PARA - Paramount Global CL B	5.64	Add 4.10%	25,25	16,88	15,06	ANO	14,92	34,5		5,64
Christopher Bloomstran - Semper Augustus	MCY - Mercury General Corp.	5.34	Add 10.06%	38,81	29,58	30,34		26,15	49,46		5,34
Christopher Bloomstran - Semper Augustus	KGC - Kinross Gold Corp.	4.84	Add 13.40%	4,88	3,42	5,31		3	5,57	NAD	4,84
Christopher Bloomstran - Semper Augustus	DG - Dollar General	4.45	Add 87.60%	248,56	202,85	215,06		183,25	261,59		4,45
Christopher Bloomstran - Semper Augustus	DINO - HF Sinclair Corp.	3.71	Add 6.86%	59,18	45,12	39,26	ANO	37,12	66,19		3,71
Christopher Bloomstran - Semper Augustus	VLO - Valero Energy	3.50	Reduce 18.82%	149,96	119,62	109,42	ANO	96,93	150,39		3,5
Chris Hohn - TCI Fund Management	MSFT - Microsoft Corp.	15.10	Reduce 31.30%	284,05	222,31	313,04		213,43	313,71	NAD	15,1
Chris Hohn - TCI Fund Management	V - Visa Inc.	14.89	Reduce 3.24%	231,44	207,39	231,04		174,6	235,57		14,89
Chris Hohn - TCI Fund Management	CNI - Canadian Natl Railway Co.	14.83		124,46	112,64	120,72		103,79	129,89		14,83
Chris Hohn - TCI Fund Management	CP - Canadian Pacific Kansas City	14.72		80,19	72,98	83,03		65,17	83,45	NAD	14,72
Chris Hohn - TCI Fund Management	SPGI - S&P Global Inc.	11.1	Add 1.58%	383,16	324,79	360,42		279,32	395,8		11,1
Chris Hohn - TCI Fund Management	MCO - Moody's Corp.	10.87	Add 12.56%	329,49	276,47	308,71		230,16	335,91		10,87
Chris Hohn - TCI Fund Management	GE - General Electric	8.55	Buy	94,06	65,38	101,66		46,77	102,95	NAD	8,55
Chris Hohn - TCI Fund Management	GOOG - Alphabet Inc. CL C	8.38	Reduce 56.86%	108,8	86,77	120,89		83,45	123,26	NAD	8,38
Chris Hohn - TCI Fund Management	TMO - Thermo Fisher Scientific	1.65	Add 1208.06%	604,82	535	520,15	ANO	475,77	611,06		1,65
Chris Hohn - TCI Fund Management	44.44			#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	
Pat Dorsey	BAC - Bank of America Corp.	25.36	Add 23.95%	36,77	26,97	27,39		26,32	38,6		25,36
Pat Dorsey	MU - Micron Technology Inc.	20.20	Reduce 40.52%	63,87	49,98	64,09		48,43	75,41	NAD	20,2
Pat Dorsey	GOOG - Alphabet Inc. CL C	15.52		108,8	86,77	120,89		83,45	123,26	NAD	15,52
Pat Dorsey	BRK.B - Berkshire Hathaway CL B	13.59		320,37	293,51	324		259,85	331,84	NAD	13,59
Pat Dorsey	GOOGL - Alphabet Inc.	12.94		107,74	86,2	120,43		83,34	122,43	NAD	12,94
Pat Dorsey	EWBC - East West Bancorp	6.25	Buy	79,96	51,82	46,61	ANO	33,86	80,98		6,25
Pat Dorsey	AAPL - Apple Inc.	6.14		162,36	125,02	172,26		124,17	176,15	NAD	6,14
Pat Dorsey	45.20			#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	
Pat Dorsey	34.60			#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	
Pat Dorsey	20.20			#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	
Prem Watsa - Fairfax Financial Holdings	MU - Micron Technology Inc.	16.49	Add 10.91%	63,87	49,98	64,09		48,43	75,41	NAD	16,49
Prem Watsa - Fairfax Financial Holdings	KW - Kennedy-Wilson Holdings Inc.	15.72		18,44	15,59	14,42	ANO	13,97	21,67		15,72
Prem Watsa - Fairfax Financial Holdings	BB - BlackBerry Ltd.	15.16		4,58	3,26	5,1		3,17	7,2	NAD	15,16
Prem Watsa - Fairfax Financial Holdings	OXY - Occidental Petroleum	13.46	Add 228.86%	67,09	56,8	58,43		54,3	77,13		13,46
Prem Watsa - Fairfax Financial Holdings	BAC - Bank of America Corp.	6.92	Add 9.71%	36,77	26,97	27,39		26,32	38,6		6,92
Prem Watsa - Fairfax Financial Holdings	ORLA - Orla Mining Ltd	5.12	Add 43.51%	4,89	3,88	4,46		2,3	5,02		5,12
Prem Watsa - Fairfax Financial Holdings	CVX - Chevron Corp.	3.64		187,79	152,34	154,1		132,54	189,68		3,64
Prem Watsa - Fairfax Financial Holdings	GOOGL - Alphabet Inc.	2.48		107,74	86,2	120,43		83,34	122,43	NAD	2,48
Prem Watsa - Fairfax Financial Holdings	BABA - Alibaba Group Holdings	2.13		120,57	81	88,99		58,01	125,84		2,13
Prem Watsa - Fairfax Financial Holdings	CCAP - Crescent Capital BDC Inc.	2.30		15,79	12,78	13,7		12,55	18,2		2,3
Third Avenue Management	TDW - Tidewater Inc.	10.50	Reduce 23.02%	51,78	34,02	44,01		17,51	51,88		10,5
Third Avenue Management	HCC - Warrior Met Coal Inc.	8.43	Add 5.39%	42,44	32,11	36,6		26,11	42,95		8,43
Third Avenue Management	DB - Deutsche Bank AG	5.23	Add 4.25%	13,49	9,35	10,4		7,25	13,57		5,23
Third Avenue Management	LEN.B - Lennar Corp. CL B	4.17	Reduce 16.63%	89,35	74,78	100,26		52,67	102,35	NAD	4,17
Third Avenue Management	PLD - Prologis Inc.	3.59	Reduce 1.58%	134,49	112,69	121,6		98,03	138,86		3,59
Third Avenue Management	CMA - Comerica Inc.	3.56	Add 58.30%	76,94	40,4	34,36	ANO	28,4	87,02		3,56
Third Avenue Management	ORI - Old Republic International	3.56	Reduce 0.39%	26,7	23,43	25,6		20,27	26,72		3,56
Third Avenue Management	VAL - Valaris plc	3.44	Add 3.09%	79,01	59,74	58,24	ANO	37,17	80		3,44
Third Avenue Management	DHI - D.R. Horton	3.33	Reduce 5.28%	102,94	89,14	111,1		59,25	111,25	NAD	3,33
Third Avenue Management	LAZ - Lazard Ltd.	3.10	Add 20.09%	41,16	32,2	28,41	ANO	27,71	43,44		3,1
Bill Miller - Miller Value Partners	OMF - OneMain Holdings	4.83	Reduce 0.84%	46,8	33,08	35,63		28,77	46,99		4,83
Bill Miller - Miller Value Partners	EXPE - Expedia Group Inc.	4.72	Reduce 1.17%	121,45	87,6	93,28		82,39	135,42		4,72
Bill Miller - Miller Value Partners	AMZN - Amazon.com Inc.	4.49	Add 3.49%	112,91	83,12	114,39		81,43	146,57	NAD	4,49
Bill Miller - Miller Value Partners	TMHC - Taylor Morrison Home Corp.	4.00	Reduce 22.23%	37,29	30,35	44,02		20,05	44,16	NAD	4
Bill Miller - Miller Value Partners	GOOGL - Alphabet Inc.	3.88	Reduce 2.76%	107,74	86,2	120,43		83,34	122,43	NAD	3,88
Bill Miller - Miller Value Partners	ET - Energy Transfer LP	3.86	Reduce 0.91%	13,5	11,62	12,38		9,15	13,67		3,86
Bill Miller - Miller Value Partners	META - Meta Platforms Inc.	3.83	Add 4.64%	207,84	120,34	238,77		88,09	244,92	NAD	3,83
Bill Miller - Miller Value Partners	MAT - Mattel Inc.	3.77	Reduce 2.59%	21,33	16	19,06		15,36	26,49		3,77
Bill Miller - Miller Value Partners	DAL - Delta Air Lines Inc.	3.63	Reduce 0.95%	39,9	31,59	33,92		27,2	42,45		3,63
Bill Miller - Miller Value Partners	BABA - Alibaba Group Holdings	3.37	Reduce 5.67%	120,57	81	88,99		58,01	125,84		3,37
Francois Rochon - Giverny Capital	BRK.B - Berkshire Hathaway CL B	8.28	Reduce 3.56%	320,37	293,51	324		259,85	331,84	NAD	8,28
Francois Rochon - Giverny Capital	FIVE - Five Below Inc.	7.47	Reduce 2.65%	210,47	171,88	192,81		109,49	220,19		7,47
Francois Rochon - Giverny Capital	AME - Ametek Inc.	7.37	Reduce 1.37%	147,09	134	144,86		106,17	148,06		7,37
Francois Rochon - Giverny Capital	MKL - Markel Corp.	6.12	Reduce 2.17%	1439,96	1191,46	1358,11		1064,09	1458,56		6,12
Francois Rochon - Giverny Capital	KMX - CarMax Inc.	5.53	Reduce 0.50%	79,32	56,26	69,59		52,1	106,24		5,53
Francois Rochon - Giverny Capital	GOOG - Alphabet Inc. CL C	5.40	Reduce 2.81%	108,8	86,77	120,89		83,45	123,26	NAD	5,4
Francois Rochon - Giverny Capital	HEI.A - HEICO Corp. CL A	5.38	Reduce 2.07%	139,5	117,99	140,42		102,33	143,43	NAD	5,38
Francois Rochon - Giverny Capital	V - Visa Inc.	4.80	Reduce 1.48%	231,44	207,39	231,04		174,6	235,57		4,8
Francois Rochon - Giverny Capital	KEYS - Keysight Technologies Inc.	4.33	Reduce 3.79%	188,51	154,19	147,01	ANO	130,07	189,45		4,33
Francois Rochon - Giverny Capital	PGR - Progressive Corp.	4.15	Add 4.31%	145,64	125,92	130,31		107,32	149,87		4,15
Richard Pzena - Hancock Classic Value	DOW - Dow Inc.	5.21	Reduce 9.27%	60,51	50,02	51,12		42,91	70,38		5,21
Richard Pzena - Hancock Classic Value	GE - General Electric	5.21	Reduce 26.00%	94,06	65,38	101,66		46,77	102,95	NAD	5,21
Richard Pzena - Hancock Classic Value	LEA - Lear Corp.	4.72	Reduce 19.97%	149,46	124,02	121,99	ANO	114,67	158,44		4,72
Richard Pzena - Hancock Classic Value	C - Citigroup Inc.	4.66	Reduce 15.16%	52,35	43,11	45,39		40,01	54,56		4,66
Richard Pzena - Hancock Classic Value	FMS - Fresenius Medical Care AG & Co KCaG	4.24	Reduce 21.92%	21,1	16,11	23,79		12,79	30,63	NAD	4,24
Richard Pzena - Hancock Classic Value	WFC - Wells Fargo	4.12	Reduce 8.50%	48,5	36,23	38,52		35,25	48,84		4,12
Richard Pzena - Hancock Classic Value	EIX - Edison Int'l	3.85	Reduce 8.73%	70	63,62	70,76		54,45	74,92	NAD	3,85
Richard Pzena - Hancock Classic Value	COF - Capital One Financial	3.70	Reduce 10.45%	121,82	89,71	91,58		83,93	128,95		3,7
Richard Pzena - Hancock Classic Value	CTSH - Cognizant Technology Solutions	3.57	Reduce 14.24%	70,66	57,07	62,14		51,33	75,4		3,57
Richard Pzena - Hancock Classic Value	GIL - Gildan Activewear Inc.	3.54	Reduce 15.83%	33,66	27,4	29,48		25,67	34,33		3,54
Francis Chou - Chou Associates	BRK.A - Berkshire Hathaway CL A	51.97		483990	442765	497650,03		393012,25	506000	NAD	51,97
Francis Chou - Chou Associates	HTZWW - Hertz Global Hldgs Inc. WTS	9.19		11,47	7,27	8,6		6,91	13,28		9,19
Francis Chou - Chou Associates	BHC - Bausch Health	8.12		9,85	6,28	6,09	ANO	4	11,34		8,12
Francis Chou - Chou Associates	ALLY - Ally Financial Inc.	5.54		35,2	22,29	25,3		21,59	44,33		5,54
Francis Chou - Chou Associates	SYF - Synchrony Financial	4.87	Add 106.90%	37,79	28,01	27,84	ANO	26,59	40,89		4,87
Francis Chou - Chou Associates	NAVI - Navient Corp.	4.90	Buy	19,27	15,15	15,04	ANO	12,45	19,34		4,9
Francis Chou - Chou Associates	C - Citigroup Inc.	3.77		52,35	43,11	45,39		40,01	54,56		3,77
Francis Chou - Chou Associates	LBTYA - Liberty Global Inc.	2.63		21,9	18,21	17,27	ANO	15,22	25,13		2,63
Francis Chou - Chou Associates	MBI - MBIA Inc.	2.58		13,79	8,09	7,89	ANO	7,33	14,48		2,58
Francis Chou - Chou Associates	BB - BlackBerry Ltd.	2.00		4,58	3,26	5,1		3,17	7,2	NAD	2
Glenn Greenberg - Brave Warrior Advisors	APO - Apollo Global Management	15.45	Reduce 0.33%	73,89	56,53	62,46		45,62	74,63		15,45
Glenn Greenberg - Brave Warrior Advisors	ELV - Elevance Health Inc.	15.43	Add 24.34%	512,97	446,3	450,15		440,02	549,52		15,43
Glenn Greenberg - Brave Warrior Advisors	PRI - Primerica Inc.	11.46	Reduce 0.44%	191,94	141,82	181,2		110,22	195,69		11,46
Glenn Greenberg - Brave Warrior Advisors	FNF - Fidelity National Financial Inc.	9.82	Reduce 1.51%	44,74	32,11	33,96		31,84	45,51		9,82
Glenn Greenberg - Brave Warrior Advisors	LAD - Lithia Motors Inc.	7.57	Reduce 1.35%	294,3	201,14	214,6		180	314,83		7,57
Glenn Greenberg - Brave Warrior Advisors	JPM - JPMorgan Chase & Co.	6.84	Reduce 0.67%	143,8	124,91	134,38		101,28	144,34		6,84
Glenn Greenberg - Brave Warrior Advisors	RJF - Raymond James Financial Inc.	6.28	Reduce 0.50%	118,11	87,16	86	ANO	82	126		6,28
Glenn Greenberg - Brave Warrior Advisors	OMF - OneMain Holdings	6.70	Reduce 0.36%	46,8	33,08	35,63		28,77	46,99		6,7
Glenn Greenberg - Brave Warrior Advisors	URI - United Rentals	5.40	Reduce 0.45%	479,57	355,42	328,09	ANO	230,54	481,99		5,4
Glenn Greenberg - Brave Warrior Advisors	DHI - D.R. Horton	4.78	Reduce 0.56%	102,94	89,14	111,1		59,25	111,25	NAD	4,78
Warren Buffett - Berkshire Hathaway	AAPL - Apple Inc.	46.44	Add 2.28%	162,36	125,02	172,26		124,17	176,15	NAD	46,44
Warren Buffett - Berkshire Hathaway	BAC - Bank of America Corp.	9.90	Add 2.25%	36,77	26,97	27,39		26,32	38,6		9,9
Warren Buffett - Berkshire Hathaway	AXP - American Express	7.69		181,33	146,43	149,1		130,65	182,15		7,69
Warren Buffett - Berkshire Hathaway	KO - Coca Cola Co.	7.63		63,61	58,86	63,43		54,02	66,1		7,63
Warren Buffett - Berkshire Hathaway	CVX - Chevron Corp.	6.65	Reduce 18.76%	187,79	152,34	154,1		132,54	189,68		6,65
Warren Buffett - Berkshire Hathaway	OXY - Occidental Petroleum	4.70	Add 8.93%	67,09	56,8	58,43		54,3	77,13		4,7
Warren Buffett - Berkshire Hathaway	KHC - Kraft Heinz Co.	3.87		42,59	37,42	39,3		32,73	44,03		3,87
Warren Buffett - Berkshire Hathaway	MCO - Moody's Corp.	2.32		329,49	276,47	308,71		230,16	335,91		2,32
Warren Buffett - Berkshire Hathaway	ATVI - Activision Blizzard Inc.	1.30	Reduce 6.22%	84,89	71,58	77,39		70,94	87,01		1,3
Warren Buffett - Berkshire Hathaway	HPQ - HP Inc.	1.90	Add 15.77%	30,79	26,75	29,84		24,08	40,79		1,9
Bill Ackman - Pershing Square Capital Management	LOW - Lowe's Cos.	19.64	Reduce 3.26%	221,56	189,46	198,83		170,12	223,31		19,64
Bill Ackman - Pershing Square Capital Management	CMG - Chipotle Mexican Grill Inc.	17.21	Reduce 6.88%	1722,86	1364,16	2055,57		1196,28	2077,29	NAD	17,21
Bill Ackman - Pershing Square Capital Management	QSR - Restaurant Brands International	15.90		68,48	60,53	73,39		46,68	74,2	NAD	15,9
Bill Ackman - Pershing Square Capital Management	HLT - Hilton Worldwide Holdings	12.82	Reduce 7.30%	152,76	125,03	143,08		108,41	152,89		12,82
Bill Ackman - Pershing Square Capital Management	HHC - Howard Hughes Corp.	12.52	Add 0.56%	89,18	74,68	73,75	ANO	50,9	89,58		12,52
Bill Ackman - Pershing Square Capital Management	CP - Canadian Pacific Kansas City	11.48	Add 0.01%	80,19	72,98	83,03		65,17	83,45	NAD	11,48
Bill Ackman - Pershing Square Capital Management	GOOG - Alphabet Inc. CL C	8.21	Buy	108,8	86,77	120,89		83,45	123,26	NAD	8,21
Bill Ackman - Pershing Square Capital Management	GOOGL - Alphabet Inc.	2.22	Buy	107,74	86,2	120,43		83,34	122,43	NAD	2,22
Alex Roepers - Atlantic Investment Management	EMN - Eastman Chemical	16.51	Add 13.87%	91,75	78,73	79,27		69,91	112,78		16,51
Alex Roepers - Atlantic Investment Management	FLS - Flowserve Corp.	14.32	Reduce 9.79%	36,75	30,2	34,66		23,89	38,86		14,32
Alex Roepers - Atlantic Investment Management	HUN - Huntsman Corp.	13.40	Add 202.67%	33,25	26,48	24,89	ANO	23,54	37,13		13,4
Alex Roepers - Atlantic Investment Management	TKR - Timken Co.	13.36	Reduce 0.74%	88,58	69,69	73,49		50,85	89,4		13,36
Alex Roepers - Atlantic Investment Management	RL - Ralph Lauren Corp.	11.83	Reduce 24.54%	127,73	105,67	109,95		82,23	128,94		11,83
Alex Roepers - Atlantic Investment Management	HAL - Halliburton Co.	11.35	Buy	42,66	29,42	28,04	ANO	23,3	43,99		11,35
Alex Roepers - Atlantic Investment Management	WCC - WESCO International Inc.	9.17	Buy	172,69	124,73	128,63		99	175		9,17
Alex Roepers - Atlantic Investment Management	HI - Hillenbrand Inc.	8.90	Buy	49,66	42,21	46,41		36,16	53,54		8,9
Alex Roepers - Atlantic Investment Management	CNHI - CNH Industrial NV	1.15	Buy	17,9	13,73	13,71	ANO	10,6	17,98		1,15
Alex Roepers - Atlantic Investment Management	29.91			#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	
David Einhorn - Greenlight Capital	GRBK - Green Brick Partners	31.64	Reduce 1.83%	34,38	24,23	50,98		16,8	53,72	NAD	31,64
David Einhorn - Greenlight Capital	CEIX - CONSOL Energy Inc.	8.60	Add 49.88%	65	51,1	59		40,2	79,17		8,6
David Einhorn - Greenlight Capital	BHF - Brighthouse Financial Inc.	7.49	Reduce 2.28%	59,98	40,67	40,26	ANO	38,38	60,54		7,49
David Einhorn - Greenlight Capital	KD - Kyndryl Holdings Inc	6.82	Reduce 5.64%	17,08	11,12	14,5		7,93	17,21		6,82
David Einhorn - Greenlight Capital	TECK - Teck Resources	4.94	Add 11.39%	44,12	33,64	43,29		24,72	49,34		4,94
David Einhorn - Greenlight Capital	THC - Tenet Healthcare Corp.	4.61	Add 116.57%	61,85	48,79	71,02		36,69	73,77	NAD	4,61
David Einhorn - Greenlight Capital	ODP - ODP Corp.	3.99	Reduce 1.17%	53	44,43	40,95	ANO	28,85	53,59		3,99
David Einhorn - Greenlight Capital	GPN - Global Payments Inc.	3.43	Add 26.90%	117,96	95,98	100,97		92,27	136,88		3,43
David Einhorn - Greenlight Capital	CPRI - Capri Holdings Ltd	3.18	Add 31.60%	68,38	40,99	39,01	ANO	36,4	69,25		3,18
David Einhorn - Greenlight Capital	BKI - Black Knight Inc.	2.89	Buy	64,63	54,58	54,22	ANO	53,15	72,74		2,89
Bill & Melinda Gates Foundation Trust	MSFT - Microsoft Corp.	31.5		284,05	222,31	313,04		213,43	313,71	NAD	31,5
Bill & Melinda Gates Foundation Trust	CNI - Canadian Natl Railway Co.	17.74		124,46	112,64	120,72		103,79	129,89		17,74
Bill & Melinda Gates Foundation Trust	BRK.B - Berkshire Hathaway CL B	16.67	Reduce 20.25%	320,37	293,51	324		259,85	331,84	NAD	16,67
Bill & Melinda Gates Foundation Trust	WM - Waste Management Inc.	15.77		161,53	148,83	168,15		138,89	175,98	NAD	15,77
Bill & Melinda Gates Foundation Trust	CAT - Caterpillar Inc.	4.62		264,54	215,01	208,41	ANO	160,6	266,04		4,62
Bill & Melinda Gates Foundation Trust	DE - Deere & Co.	4.44		439,63	385,5	364,5	ANO	283,81	448,4		4,44
Bill & Melinda Gates Foundation Trust	ECL - Ecolab Inc.	2.37		163,95	144,83	172,86		131,04	179,77	NAD	2,37
Bill & Melinda Gates Foundation Trust	KOF - Coca-Cola FEMSA S A CV	1.37		80,03	65,31	89,24		51,96	91,23	NAD	1,37
Bill & Melinda Gates Foundation Trust	WMT - Walmart Inc.	1.22		147,33	136,97	150,42		117,27	154,64	NAD	1,22
Bill & Melinda Gates Foundation Trust	FDX - FedEx Corp.	0.96		224,4	173,2	222,08		141,92	248,76		0,96
David Rolfe - Wedgewood Partners	AAPL - Apple Inc.	9.98	Reduce 1.33%	162,36	125,02	172,26		124,17	176,15	NAD	9,98
David Rolfe - Wedgewood Partners	MSI - Motorola Solutions Inc.	7.65	Reduce 1.56%	281,65	252,24	292,11		195,18	295,1	NAD	7,65
David Rolfe - Wedgewood Partners	V - Visa Inc.	7.15	Reduce 1.59%	231,44	207,39	231,04		174,6	235,57		7,15
David Rolfe - Wedgewood Partners	TSCO - Tractor Supply	6.78	Reduce 3.12%	239,61	206,86	227,21		166,49	251,17		6,78
David Rolfe - Wedgewood Partners	META - Meta Platforms Inc.	6.69	Add 16.33%	207,84	120,34	238,77		88,09	244,92	NAD	6,69
David Rolfe - Wedgewood Partners	GOOGL - Alphabet Inc.	6.25	Add 11.89%	107,74	86,2	120,43		83,34	122,43	NAD	6,25
David Rolfe - Wedgewood Partners	UNH - United Health Group Inc.	6.30	Add 24.09%	530,18	460,33	481,64		449,7	558,1		6,3
David Rolfe - Wedgewood Partners	CDW - CDW Corp.	5.81	Reduce 1.68%	214,25	178,06	170,54	ANO	147,91	215		5,81
David Rolfe - Wedgewood Partners	MSFT - Microsoft Corp.	5.80	Reduce 11.21%	284,05	222,31	313,04		213,43	313,71	NAD	5,8
David Rolfe - Wedgewood Partners	TSM - Taiwan Semiconductor S.A.	5.33	Add 12.60%	97,96	74,03	86,39		59,43	106,43		5,33
Nelson Peltz - Trian Fund Management	JHG - Janus Henderson Group	22.63		29,93	23,52	26,07		19,09	31,3		22,63
Nelson Peltz - Trian Fund Management	FERG - Ferguson plc	20.91	Reduce 47.73%	149,61	126,97	146,51		99,16	149,81		20,91
Nelson Peltz - Trian Fund Management	DIS - Walt Disney Co.	15.79	Reduce 34.48%	113,21	86,88	91,09		84,07	126,48		15,79
Nelson Peltz - Trian Fund Management	IVZ - Invesco Ltd	14.84	Reduce 39.13%	20,21	15,04	15,11		13,2	20,56		14,84
Nelson Peltz - Trian Fund Management	WEN - Wendy's Co.	12.60	Reduce 14.32%	23,08	20,43	23,62		16,06	23,9	NAD	12,6
Nelson Peltz - Trian Fund Management	GE - General Electric	10.27	Add 0.01%	94,06	65,38	101,66		46,77	102,95	NAD	10,27
Nelson Peltz - Trian Fund Management	GEHC - GE HealthCare Technologies Inc.	2.94	Buy	82,14	56	78,1		53	87,83		2,94
Nelson Peltz - Trian Fund Management	MDLZ - Mondelez International	0.03	Add 1.79%	70,37	63,84	77,9		54,72	78,59	NAD	0,03
Nelson Peltz - Trian Fund Management	37.47			#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	
Jeffrey Ubben - ValueAct Capital	FISV - Fiserv Inc.	21.44	Reduce 20.48%	118,26	99,4	119,15		87,03	122,39	NAD	21,44
Jeffrey Ubben - ValueAct Capital	KKR - KKR & Co. L.P.	17.56	Reduce 13.36%	59,1	46,42	48,13		41,77	60,53		17,56
Jeffrey Ubben - ValueAct Capital	STX - Seagate Technology	14.47		72,46	51,88	60,52		47,47	88,25		14,47
Jeffrey Ubben - ValueAct Capital	CRM - Salesforce.com	11.34	Add 522.31%	196,64	132,59	204,11		126,34	206,28	NAD	11,34
Jeffrey Ubben - ValueAct Capital	CBRE - CBRE Group	10.95		89,51	68,45	73,61		66,31	89,58		10,95
Jeffrey Ubben - ValueAct Capital	NSIT - Insight Enterprises Inc.	10.50	Add 2.02%	140	100,27	124,02		81,11	144,84		10,5
Jeffrey Ubben - ValueAct Capital	NYT - New York Times CL A	8.49	Reduce 1.73%	41,13	32,46	36,34		27,59	42,4		8,49
Jeffrey Ubben - ValueAct Capital	SPOT - Spotify Technology S.A.	4.89	Buy	131,05	78,95	144,27		69,29	149,62	NAD	4,89
Jeffrey Ubben - ValueAct Capital	AMPS - Altus Power Inc	0.36		8,41	5,22	4,93	ANO	4,08	14,72		0,36
Jeffrey Ubben - ValueAct Capital	31.94			#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	
Guy Spier - Aquamarine Capital	BRK.B - Berkshire Hathaway CL B	22.45		320,37	293,51	324		259,85	331,84	NAD	22,45
Guy Spier - Aquamarine Capital	AXP - American Express	17.82		181,33	146,43	149,1		130,65	182,15		17,82
Guy Spier - Aquamarine Capital	MA - Mastercard Inc.	12.36		382,39	344,71	379,56		276,87	390		12,36
Guy Spier - Aquamarine Capital	BAC - Bank of America Corp.	11.36		36,77	26,97	27,39		26,32	38,6		11,36
Guy Spier - Aquamarine Capital	RACE - Ferrari NV	11.18		271,45	214,22	293,58		167,45	297,82	NAD	11,18
Guy Spier - Aquamarine Capital	BRK.A - Berkshire Hathaway CL A	7.22		483990	442765	497650,03		393012,25	506000	NAD	7,22
Guy Spier - Aquamarine Capital	MU - Micron Technology Inc.	6.24		63,87	49,98	64,09		48,43	75,41	NAD	6,24
Guy Spier - Aquamarine Capital	MCO - Moody's Corp.	4.27		329,49	276,47	308,71		230,16	335,91		4,27
Guy Spier - Aquamarine Capital	BABA - Alibaba Group Holdings	2.51		120,57	81	88,99		58,01	125,84		2,51
Guy Spier - Aquamarine Capital	SRG - Seritage Growth Properties	2.40		12,7	7,32	7,48		4,9	14,52		2,4
Bill Nygren - Oakmark Select	GOOGL - Alphabet Inc.	9.80	Add 15.55%	107,74	86,2	120,43		83,34	122,43	NAD	9,8
Bill Nygren - Oakmark Select	CBRE - CBRE Group	7.26	Add 6.94%	89,51	68,45	73,61		66,31	89,58		7,26
Bill Nygren - Oakmark Select	ORCL - Oracle Corp.	7.11	Buy	90,62	81,74	98,59		60,78	98,85	NAD	7,11
Bill Nygren - Oakmark Select	KKR - KKR & Co. L.P.	6.26	Add 10.00%	59,1	46,42	48,13		41,77	60,53		6,26
Bill Nygren - Oakmark Select	CRM - Salesforce.com	5.19	Add 32.37%	196,64	132,59	204,11		126,34	206,28	NAD	5,19
Bill Nygren - Oakmark Select	LAD - Lithia Motors Inc.	5.16	Add 28.50%	294,3	201,14	214,6		180	314,83		5,16
Bill Nygren - Oakmark Select	COF - Capital One Financial	5.90	Add 13.19%	121,82	89,71	91,58		83,93	128,95		5,9
Bill Nygren - Oakmark Select	ICE - Intercontinental Exchange Inc.	4.53	Buy	109,35	95,39	109,28		88,6	113,07		4,53
Bill Nygren - Oakmark Select	HCA - HCA Healthcare Inc.	4.46	Reduce 2.32%	263,81	239,96	276,91		164,47	294,02	NAD	4,46
Bill Nygren - Oakmark Select	C - Citigroup Inc.	4.45	Reduce 19.95%	52,35	43,11	45,39		40,01	54,56		4,45
Harry Burn - Sound Shore	FLEX - Flex Ltd.	4.32	Reduce 13.91%	24,68	20,73	23,74		13,63	25,12		4,32
Harry Burn - Sound Shore	ORCL - Oracle Corp.	4.28	Reduce 8.03%	90,62	81,74	98,59		60,78	98,85	NAD	4,28
Harry Burn - Sound Shore	VST - Vistra Corp.	4.10	Reduce 14.56%	26,51	21,29	24,33		20,76	27,39		4,1
Harry Burn - Sound Shore	NXPI - NXP Semiconductors NV	3.85		196,16	153,51	166,89		132,08	198,28		3,85
Harry Burn - Sound Shore	PFE - Pfizer Inc.	3.81	Add 42.51%	51,26	39,39	37,09	ANO	36,83	54,93		3,81
Harry Burn - Sound Shore	PVH - PVH Corp.	3.61	Reduce 30.60%	93,09	70,59	84		43,49	94,51		3,61
Harry Burn - Sound Shore	BRK.B - Berkshire Hathaway CL B	3.52	Reduce 5.68%	320,37	293,51	324		259,85	331,84	NAD	3,52
Harry Burn - Sound Shore	WFC - Wells Fargo	3.39	Reduce 8.20%	48,5	36,23	38,52		35,25	48,84		3,39
Harry Burn - Sound Shore	LEN - Lennar Corp.	3.35	Reduce 15.70%	108,08	90,5	113,59		62,54	116,18	NAD	3,35
Harry Burn - Sound Shore	COF - Capital One Financial	3.20	Reduce 11.80%	121,82	89,71	91,58		83,93	128,95		3,2
Greg Alexander - Conifer Management	STLA - Stellantis N.V.	32.75	Reduce 12.79%	18,83	14,2	15,91		11,37	18,97		32,75
Greg Alexander - Conifer Management	EQH - Equitable Holdings Inc.	23.16		32,88	23,46	23,74		21,89	33,24		23,16
Greg Alexander - Conifer Management	LAD - Lithia Motors Inc.	13.74		294,3	201,14	214,6		180	314,83		13,74
Greg Alexander - Conifer Management	BLDR - Builders FirstSource Inc.	12.79	Reduce 40.00%	89,18	64,88	118,73		48,91	119,61	NAD	12,79
Greg Alexander - Conifer Management	GPI - Group 1 Automotive	6.54	Add 82.96%	239,74	179,16	218,16		136,16	242,68		6,54
Greg Alexander - Conifer Management	YNDX - Yandex N.V.	4.30		#HODNOTA!	#HODNOTA!	18,94	#HODNOTA!	17,83	24,05	#HODNOTA!	4,3
Greg Alexander - Conifer Management	IMXI - International Money Express Inc.	3.90	Reduce 37.50%	26,23	22,6	23,06		18,09	28,24		3,9
Greg Alexander - Conifer Management	RMNI - Rimini Street Inc.	2.43		5,1	3,81	3,74	ANO	3,46	7,25		2,43
Greg Alexander - Conifer Management	COF - Capital One Financial	1.15		121,82	89,71	91,58		83,93	128,95		1,15
Greg Alexander - Conifer Management	EVI - EVI Industries Inc.	0.28		24,94	17,67	20,42		7,25	26,92		0,28
Mason Hawkins - Longleaf Partners	GE - General Electric	7.17	Reduce 14.34%	94,06	65,38	101,66		46,77	102,95	NAD	7,17
Mason Hawkins - Longleaf Partners	MAT - Mattel Inc.	6.66	Add 14.35%	21,33	16	19,06		15,36	26,49		6,66
Mason Hawkins - Longleaf Partners	AMG - Affiliated Managers Group	6.63	Reduce 20.48%	177,04	133,32	140,95		108,12	180,63		6,63
Mason Hawkins - Longleaf Partners	MGM - MGM Resorts International	6.52		45,91	33,28	41,55		26,41	46,37		6,52
Mason Hawkins - Longleaf Partners	LUMN - Lumen Technologies Inc.	6.48	Reduce 6.51%	6,04	2,41	2,49		2,06	12,54		6,48
Mason Hawkins - Longleaf Partners	FDX - FedEx Corp.	6.18		224,4	173,2	222,08		141,92	248,76		6,18
Mason Hawkins - Longleaf Partners	CNX - CNX Resources Corp.	5.88		16,84	14,78	15,52		14,36	24,21		5,88
Mason Hawkins - Longleaf Partners	H - Hyatt Hotels Corp.	5.75	Reduce 15.20%	123,34	88,8	113,06		70,12	125,07		5,75
Mason Hawkins - Longleaf Partners	FRFHF - Fairfax Financial Holdings Ltd.	5.71		699,08	589,77	702,57		439,8	720	NAD	5,71
Mason Hawkins - Longleaf Partners	FISV - Fiserv Inc.	5.61		118,26	99,4	119,15		87,03	122,39	NAD	5,61
Ruane, Cunniff & Goldfarb - Sequoia	SCHW - Charles Schwab Corp.	7.55		85,62	51,91	50,51	ANO	45	86,63		7,55
Ruane, Cunniff & Goldfarb - Sequoia	UNH - United Health Group Inc.	7.30	Reduce 17.06%	530,18	460,33	481,64		449,7	558,1		7,3
Ruane, Cunniff & Goldfarb - Sequoia	FWONK - Liberty Media Corp Formula One Series C	6.99	Reduce 6.04%	75,12	59,51	74,21		50	76,15		6,99
Ruane, Cunniff & Goldfarb - Sequoia	UMGNF - Universal Music Grp NV	6.58		25,95	22,59	20,21	ANO	16,35	25,95		6,58
Ruane, Cunniff & Goldfarb - Sequoia	ICE - Intercontinental Exchange Inc.	6.38		109,35	95,39	109,28		88,6	113,07		6,38
Ruane, Cunniff & Goldfarb - Sequoia	ERFSF - Eurofins Scientific SE	6.30	Add 32.81%	75,4	62,86	65,7		54,75	93,2		6,3
Ruane, Cunniff & Goldfarb - Sequoia	GOOGL - Alphabet Inc.	5.99	Reduce 1.35%	107,74	86,2	120,43		83,34	122,43	NAD	5,99
Ruane, Cunniff & Goldfarb - Sequoia	CNSWF - Constellation Software Inc.	5.98		1848,3	1556	1947,07		1280	2138	NAD	5,98
Ruane, Cunniff & Goldfarb - Sequoia	ELV - Elevance Health Inc.	5.21	Reduce 11.08%	512,97	446,3	450,15		440,02	549,52		5,21
Ruane, Cunniff & Goldfarb - Sequoia	CACC - Credit Acceptance Corp.	4.86		548,99	378,22	427,58		358	617,44		4,86
Christopher Davis - Davis Advisors	META - Meta Platforms Inc.	8.78	Reduce 4.14%	207,84	120,34	238,77		88,09	244,92	NAD	8,78
Christopher Davis - Davis Advisors	WFC - Wells Fargo	7.50	Reduce 1.51%	48,5	36,23	38,52		35,25	48,84		7,5
Christopher Davis - Davis Advisors	COF - Capital One Financial	6.84	Reduce 0.99%	121,82	89,71	91,58		83,93	128,95		6,84
Christopher Davis - Davis Advisors	BRK.A - Berkshire Hathaway CL A	6.26	Reduce 3.46%	483990	442765	497650,03		393012,25	506000	NAD	6,26
Christopher Davis - Davis Advisors	AMAT - Applied Materials	5.80	Reduce 1.59%	124,26	96,73	121,71		71,12	125,62		5,8
Christopher Davis - Davis Advisors	AMZN - Amazon.com Inc.	5.64	Add 6.12%	112,91	83,12	114,39		81,43	146,57	NAD	5,64
Christopher Davis - Davis Advisors	BK - Bank of New York Mellon Corp.	3.91	Reduce 1.21%	51,92	42,58	39,77	ANO	36,22	52,26		3,91
Christopher Davis - Davis Advisors	USB - U.S. Bancorp	3.70	Reduce 1.62%	49,8	32,95	28,86	ANO	27,27	53,37		3,7
Christopher Davis - Davis Advisors	JPM - JPMorgan Chase & Co.	3.61	Reduce 1.89%	143,8	124,91	134,38		101,28	144,34		3,61
Christopher Davis - Davis Advisors	VTRS - Viatris Inc.	3.50	Add 0.53%	12,26	9,2	9,24		8,42	12,4		3,5
Donald Yacktman - Yacktman Focused Fund	CNQ - Canadian Natural Resources	8.33	Add 0.27%	62,13	50	55,64		44,45	69,46		8,33
Donald Yacktman - Yacktman Focused Fund	MSFT - Microsoft Corp.	5.48	Reduce 0.10%	284,05	222,31	313,04		213,43	313,71	NAD	5,48
Donald Yacktman - Yacktman Focused Fund	PEP - PepsiCo Inc.	4.62	Reduce 1.01%	181,1	169,12	194,14		154,86	196,88	NAD	4,62
Donald Yacktman - Yacktman Focused Fund	GOOG - Alphabet Inc. CL C	4.25	Add 0.02%	108,8	86,77	120,89		83,45	123,26	NAD	4,25
Donald Yacktman - Yacktman Focused Fund	PG - Procter & Gamble	3.94	Reduce 8.18%	153,92	136,57	156,3		122,18	158,11	NAD	3,94
Donald Yacktman - Yacktman Focused Fund	BKNG - Booking Holdings Inc.	3.81	Reduce 5.45%	2620,4	2015,28	2671,18		1616,85	2731,75	NAD	3,81
Donald Yacktman - Yacktman Focused Fund	UHAL.B - U Haul Holding Co Non Voting	3.48	Add 1.27%	62,87	48,65	53,67		47,22	68,29		3,48
Donald Yacktman - Yacktman Focused Fund	SCHW - Charles Schwab Corp.	3.26	Add 47.03%	85,62	51,91	50,51	ANO	45	86,63		3,26
Donald Yacktman - Yacktman Focused Fund	CTSH - Cognizant Technology Solutions	3.23	Add 0.18%	70,66	57,07	62,14		51,33	75,4		3,23
Donald Yacktman - Yacktman Focused Fund	RS - Reliance Steel & Aluminum	3.18	Reduce 0.25%	263,48	201,39	240,93		160,29	264,42		3,18
Jean-Marie Eveillard - First Eagle U.S. Value	ORCL - Oracle Corp.	5.10	Reduce 0.17%	90,62	81,74	98,59		60,78	98,85	NAD	5,1
Jean-Marie Eveillard - First Eagle U.S. Value	XOM - Exxon Mobil Corp.	3.91	Reduce 0.34%	119,17	99,84	102,68		80,69	119,92		3,91
Jean-Marie Eveillard - First Eagle U.S. Value	SLB - Schlumberger Ltd.	3.58	Add 0.01%	58,46	44,57	43,25	ANO	30,65	59,45		3,58
Jean-Marie Eveillard - First Eagle U.S. Value	CMCSA - Comcast Corp.	3.29	Add 0.04%	41,11	34,97	39,99		28,39	44,66		3,29
Jean-Marie Eveillard - First Eagle U.S. Value	META - Meta Platforms Inc.	3.26	Reduce 0.45%	207,84	120,34	238,77		88,09	244,92	NAD	3,26
Jean-Marie Eveillard - First Eagle U.S. Value	IMO - Imperial Oil Ltd.	3.23	Reduce 0.14%	54,76	44,84	45,21		39,95	58,99		3,23
Jean-Marie Eveillard - First Eagle U.S. Value	HCA - HCA Healthcare Inc.	3.21	Reduce 0.60%	263,81	239,96	276,91		164,47	294,02	NAD	3,21
Jean-Marie Eveillard - First Eagle U.S. Value	WTW - Willis Towers Watson plc	3.50	Add 0.12%	257,18	219,72	229,1		187,89	258,93		3,5
Jean-Marie Eveillard - First Eagle U.S. Value	FMX - Fomento Economico Mexicano	2.78	Reduce 0.01%	95,04	77,79	101,54		58,73	102,5	NAD	2,78
Jean-Marie Eveillard - First Eagle U.S. Value	CHRW - C.H. Robinson Worldwide	2.60	Reduce 8.98%	105,22	90,01	98,24		86,6	121,23		2,6
Lindsell Train	MDLZ - Mondelez International	23.74	Reduce 2.13%	70,37	63,84	77,9		54,72	78,59	NAD	23,74
Lindsell Train	WWE - World Wrestling Ent.	11.79	Reduce 0.77%	90,6	68,52	107,38		58,31	110,24	NAD	11,79
Lindsell Train	PEP - PepsiCo Inc.	11.48	Add 1.27%	181,1	169,12	194,14		154,86	196,88	NAD	11,48
Lindsell Train	INTU - Intuit Inc.	11.19	Reduce 0.98%	452,16	375,62	423,74		339,36	579,96		11,19
Lindsell Train	FICO - Fair Isaac Corp.	10.70	Reduce 6.29%	705,23	585,86	751		369,07	762,73	NAD	10,7
Lindsell Train	DIS - Walt Disney Co.	9.84	Add 3.69%	113,21	86,88	91,09		84,07	126,48		9,84
Lindsell Train	PYPL - PayPal Holdings Inc.	7.13	Add 1.79%	86,96	71,22	60,99	ANO	60,75	103,03		7,13
Lindsell Train	EBAY - eBay Inc.	5.72	Reduce 1.70%	51,66	40,81	43,27		35,92	52,23		5,72
Lindsell Train	MANU - Manchester United plc	4.28	Add 0.42%	26,84	20,09	18,77	ANO	10,41	27,34		4,28
Lindsell Train	BF.A - Brown-Forman Corp. CL A	3.33	Add 0.12%	68,04	61,79	64,32		56,97	76,6		3,33
Charles Bobrinskoy - Ariel Focus	APA - APA Corp.	7.19	Reduce 13.22%	46,68	31,74	32,07		30,15	51,95		7,19
Charles Bobrinskoy - Ariel Focus	BOKF - BOK Financial Corp.	6.99		105,1	81,54	76,45	ANO	70,21	110,85		6,99
Charles Bobrinskoy - Ariel Focus	GS - Goldman Sachs Group	6.38		375,1	303,54	321,86		277,84	389,58		6,38
Charles Bobrinskoy - Ariel Focus	BWA - BorgWarner Inc.	6.50		50,81	40,25	44,03		31,14	51,14		6,5
Charles Bobrinskoy - Ariel Focus	LMT - Lockheed Martin Corp.	5.54		486,49	439,31	449,44		373,67	508,1		5,54
Charles Bobrinskoy - Ariel Focus	SNA - Snap-On Inc.	5.40		259,66	228,49	255,63		190,08	265,02		5,4
Charles Bobrinskoy - Ariel Focus	MOS - Mosaic Co.	4.91		57,14	42,39	35,57	ANO	34,7	66,6		4,91
Charles Bobrinskoy - Ariel Focus	ORCL - Oracle Corp.	4.68		90,62	81,74	98,59		60,78	98,85	NAD	4,68
Charles Bobrinskoy - Ariel Focus	NTRS - Northern Trust Corp.	4.14		99,4	81,73	70,09	ANO	69,54	113,16		4,14
Charles Bobrinskoy - Ariel Focus	JNJ - Johnson & Johnson	3.98		180,25	151,05	160,07		150,11	183,35		3,98
John Rogers - Ariel Appreciation	GS - Goldman Sachs Group	4.61	Reduce 4.15%	375,1	303,54	321,86		277,84	389,58		4,61
John Rogers - Ariel Appreciation	SCHW - Charles Schwab Corp.	3.97	Reduce 20.29%	85,62	51,91	50,51	ANO	45	86,63		3,97
John Rogers - Ariel Appreciation	NTRS - Northern Trust Corp.	3.96		99,4	81,73	70,09	ANO	69,54	113,16		3,96
John Rogers - Ariel Appreciation	BOKF - BOK Financial Corp.	3.84	Reduce 21.79%	105,1	81,54	76,45	ANO	70,21	110,85		3,84
John Rogers - Ariel Appreciation	LH - Laboratory Corp. of America Hldgs	3.72	Add 5.09%	257,83	213,32	218,56		200,32	263,13		3,72
John Rogers - Ariel Appreciation	AFL - AFLAC Inc.	3.41	Reduce 7.31%	73,84	61,24	65,42		52,07	74,02		3,41
John Rogers - Ariel Appreciation	IPG - Interpublic Group	3.28		39,33	33,21	36,13		25,14	39,52		3,28
John Rogers - Ariel Appreciation	BWA - BorgWarner Inc.	3.26	Reduce 8.24%	50,81	40,25	44,03		31,14	51,14		3,26
John Rogers - Ariel Appreciation	MAT - Mattel Inc.	3.24	Add 6.84%	21,33	16	19,06		15,36	26,49		3,24
John Rogers - Ariel Appreciation	AXTA - Axalta Coating Systems Ltd.	3.18		31,09	25,33	30,19		20,66	32,56		3,18
FPA Queens Road Small Cap Value Fund	FN - Fabrinet	5.59		137,86	110,52	92,22	ANO	74,57	140,18		5,59
FPA Queens Road Small Cap Value Fund	SNX - SYNNEX Corp.	5.25		111,35	89,86	88,62	ANO	78,86	111,57		5,25
FPA Queens Road Small Cap Value Fund	IDCC - InterDigital Inc.	4.50		74,61	49,48	83,86		40,23	86,27	NAD	4,5
FPA Queens Road Small Cap Value Fund	RLI - RLI Corp.	3.97		139,64	125,78	132,64		100,96	149,65		3,97
FPA Queens Road Small Cap Value Fund	SFBS - ServisFirst Bancshares Inc.	3.73	Reduce 0.08%	74,27	53,41	41,98	ANO	41,45	93,83		3,73
FPA Queens Road Small Cap Value Fund	MTZ - MasTec Inc.	3.42	Reduce 27.70%	102,38	85,33	95,71		62,36	103,5		3,42
FPA Queens Road Small Cap Value Fund	NJR - New Jersey Resources	3.34		53,13	48,77	49,43		38,07	55,84		3,34
FPA Queens Road Small Cap Value Fund	CNXC - Concentrix Corp.	3.30		151,4	117,63	88,09	ANO	84,03	163,43		3,3
FPA Queens Road Small Cap Value Fund	MSM - MSC Industrial Direct	2.95		89,61	77,03	91		71,33	91,93	NAD	2,95
FPA Queens Road Small Cap Value Fund	AEL - American Equity Inv. Life Hldg Co	2.91	Reduce 29.88%	47,87	33,09	38,84		28,05	48,37		2,91
Steven Romick - FPA Crescent Fund	ADI - Analog Devices	5.28	Reduce 3.35%	196,18	159,69	183,85		133,48	198,25		5,28
Steven Romick - FPA Crescent Fund	HCMLF - Holcim Ltd.	5.16	Reduce 20.80%	64	51,63	64,81		40,55	67,11	NAD	5,16
Steven Romick - FPA Crescent Fund	CMCSA - Comcast Corp.	4.72		41,11	34,97	39,99		28,39	44,66		4,72
Steven Romick - FPA Crescent Fund	GOOGL - Alphabet Inc.	4.39		107,74	86,2	120,43		83,34	122,43	NAD	4,39
Steven Romick - FPA Crescent Fund	TEL - TE Connectivity	4.31	Reduce 0.31%	134,95	114,66	120,51		104,76	138,24		4,31
Steven Romick - FPA Crescent Fund	AIG - American International Group	3.76		64,55	47,16	52,77		45,66	64,88		3,76
Steven Romick - FPA Crescent Fund	META - Meta Platforms Inc.	3.50		207,84	120,34	238,77		88,09	244,92	NAD	3,5
Steven Romick - FPA Crescent Fund	GOOG - Alphabet Inc. CL C	3.33		108,8	86,77	120,89		83,45	123,26	NAD	3,33
Steven Romick - FPA Crescent Fund	IFF - International Flavors & Fragrances Inc.	3.18	Add 8.81%	116,7	82,72	81,69	ANO	81,15	135,17		3,18
Steven Romick - FPA Crescent Fund	AON - Aon Plc	3.11	Reduce 4.12%	325,99	285,85	331,98		246,21	338,27	NAD	3,11
Wallace Weitz - Weitz Value	GOOG - Alphabet Inc. CL C	7.49		108,8	86,77	120,89		83,45	123,26	NAD	7,49
Wallace Weitz - Weitz Value	META - Meta Platforms Inc.	6.42	Reduce 4.26%	207,84	120,34	238,77		88,09	244,92	NAD	6,42
Wallace Weitz - Weitz Value	ADI - Analog Devices	5.57		196,18	159,69	183,85		133,48	198,25		5,57
Wallace Weitz - Weitz Value	V - Visa Inc.	5.16		231,44	207,39	231,04		174,6	235,57		5,16
Wallace Weitz - Weitz Value	ORCL - Oracle Corp.	5.00		90,62	81,74	98,59		60,78	98,85	NAD	5
Wallace Weitz - Weitz Value	BRK.B - Berkshire Hathaway CL B	4.78		320,37	293,51	324		259,85	331,84	NAD	4,78
Wallace Weitz - Weitz Value	TMO - Thermo Fisher Scientific	4.66		604,82	535	520,15	ANO	475,77	611,06		4,66
Wallace Weitz - Weitz Value	MA - Mastercard Inc.	4.65	Reduce 5.00%	382,39	344,71	379,56		276,87	390		4,65
Wallace Weitz - Weitz Value	CSGP - CoStar Group Inc.	4.63		81,05	65,85	75,97		54,02	85,37		4,63
Wallace Weitz - Weitz Value	VMC - Vulcan Materials	4.62		195,45	161,02	195,41		137,54	199,1		4,62
Tweedy Browne Co. - Tweedy Browne Value	BRK.A - Berkshire Hathaway CL A	6.83		483990	442765	497650,03		393012,25	506000	NAD	6,83
Tweedy Browne Co. - Tweedy Browne Value	SAFRY - Safran SA	4.31		37,33	31,08	38,58		21,63	39,42	NAD	4,31
Tweedy Browne Co. - Tweedy Browne Value	NSRGY - Nestle	3.53		124,05	111,48	127,59		102,78	131,64	NAD	3,53
Tweedy Browne Co. - Tweedy Browne Value	TTE - TotalEnergies SE	3.41		64,88	55,7	59,88		44,61	65,05		3,41
Tweedy Browne Co. - Tweedy Browne Value	GOOGL - Alphabet Inc.	3.12		107,74	86,2	120,43		83,34	122,43	NAD	3,12
Tweedy Browne Co. - Tweedy Browne Value	HKHHF - Heineken Holding NV	2.88		90,2	77,1	95,09		65,05	97,41	NAD	2,88
Tweedy Browne Co. - Tweedy Browne Value	DEO - Diageo ADR	2.78		187,74	169,46	179,35		160,09	194,04		2,78
Tweedy Browne Co. - Tweedy Browne Value	CNHI - CNH Industrial NV	2.66		17,9	13,73	13,71	ANO	10,6	17,98		2,66
Tweedy Browne Co. - Tweedy Browne Value	JNJ - Johnson & Johnson	2.52		180,25	151,05	160,07		150,11	183,35		2,52
Tweedy Browne Co. - Tweedy Browne Value	WFC - Wells Fargo	2.40		48,5	36,23	38,52		35,25	48,84		2,4