Portfolio manažer/fond	Ticker - Akcie	% Portfolia	Nákup/Prodej	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	AVGO - Broadcom Inc.	6.35	Add 6.35%	1,047,717	886,18	610,16	850,03		415,07	923,18	
William Von Mueffling - Cantillon Capital Management	SPGI - S&P Global Inc.	6.9	Add 6.36%	2,173,131	399,98	338,83	387,02		279,32	428,65	
William Von Mueffling - Cantillon Capital Management	ADI - Analog Devices	4.49	Add 6.36%	3,300,476	197,22	172,39	178,83		133,48	200,1	
William Von Mueffling - Cantillon Capital Management	V - Visa Inc.	3.89	Add 6.36%	2,343,699	234,6	221,03	240,9		174,6	245,37	NAD
William Von Mueffling - Cantillon Capital Management	GOOGL - Alphabet Inc.	3.67	Add 6.39%	4,384,547	127,31	103,71	129,73		83,34	133,74	NAD
William Von Mueffling - Cantillon Capital Management	AMAT - Applied Materials	3.61	Add 6.38%	3,574,017	146,55	110,31	141,16		71,12	153,28	
William Von Mueffling - Cantillon Capital Management	MSFT - Microsoft Corp.	3.61	Add 6.35%	1,516,885	348,1	275,42	322,52		213,43	366,78	
William Von Mueffling - Cantillon Capital Management	EFX - Equifax Inc.	3.41	Add 6.36%	2,072,006	234,44	194,8	194,67	ANO	145,98	240,35	
William Von Mueffling - Cantillon Capital Management	TMO - Thermo Fisher Scientific	3.31	Add 10.62%	907,214	591,13	508,46	528		475,77	609,85	
William Von Mueffling - Cantillon Capital Management	ICE - Intercontinental Exchange Inc.	3.17	Add 6.35%	4,012,987	112,38	104,29	114,07		88,6	117,85	NAD
Kahn Brothers Advisors - Kahn Brothers Group	MRK - Merck & Co.	10.97	Reduce 3.41%	648,671	118,38	106,39	109,07		84,52	119,65	
Kahn Brothers Advisors - Kahn Brothers Group	NYCB - New York Community Bancorp	10.47	Reduce 0.57%	6,352,672	11,2	8,67	#N/A	#N/A	#N/A	#N/A	#N/A
Kahn Brothers Advisors - Kahn Brothers Group	BP - BP plc	9.53	Reduce 5.99%	1,842,491	40,65	33,71	36,28		27,21	41,38	
Kahn Brothers Advisors - Kahn Brothers Group	BMY - Bristol-Myers Squibb	8.99	Reduce 3.25%	871,244	70,74	63,71	61,52	ANO	59,71	81,44	
Kahn Brothers Advisors - Kahn Brothers Group	AGO - Assured Guaranty Ltd.	8.50	Reduce 9.20%	1,038,934	55,56	50,27	59,6		45,21	67,13	NAD
Kahn Brothers Advisors - Kahn Brothers Group	C - Citigroup Inc.	8.15	Reduce 0.88%	1,206,806	50,4	44,23	43,09	ANO	40,01	54,56	
Kahn Brothers Advisors - Kahn Brothers Group	PTEN - Patterson-UTI Energy Inc.	6.73	Reduce 5.37%	3,835,467	12,64	9,74	15		9,7	19,81	NAD
Kahn Brothers Advisors - Kahn Brothers Group	GSK - GSK plc	6.60	Reduce 1.10%	1,263,458	38,32	33,6	35,19		28,47	39,74	
Kahn Brothers Advisors - Kahn Brothers Group	MBI - MBIA Inc.	6.13	Add 2.20%	4,838,495	10,96	7,58	8,63		7,33	14	
Kahn Brothers Advisors - Kahn Brothers Group	PFE - Pfizer Inc.	5.73	Add 3.54%	1,066,091	41,79	36,12	35,24	ANO	34,66	54,93	
Thomas Gayner - Markel Asset Management	BRK.A - Berkshire Hathaway CL A	6.87		1,114	516391,01	465600	543367		393012,25	555800	NAD
Thomas Gayner - Markel Asset Management	BRK.B - Berkshire Hathaway CL B	6.22		1,531,971	339,82	308,77	358,22		259,85	364,63	NAD
Thomas Gayner - Markel Asset Management	GOOG - Alphabet Inc. CL C	3.96		2,749,860	127,91	104	130,21		83,45	134,07	NAD
Thomas Gayner - Markel Asset Management	DE - Deere & Co.	3.65		755,8	416,59	345,98	435,33		328,62	450	NAD
Thomas Gayner - Markel Asset Management	BN - Brookfield Corp.	3.49		8,715,741	33,54	30,04	33,3		28,25	38,48	
Thomas Gayner - Markel Asset Management	HD - Home Depot	3.40		920	313,74	282,33	336		265,61	347,25	NAD
Thomas Gayner - Markel Asset Management	AMZN - Amazon.com Inc.	3.13	Add 0.47%	2,018,860	130,15	97,83	136,43		81,43	146,57	NAD
Thomas Gayner - Markel Asset Management	AAPL - Apple Inc.	2.81	Add 0.75%	1,215,990	189,59	160,1	178,13		124,17	198,23	
Thomas Gayner - Markel Asset Management	V - Visa Inc.	2.80	Add 2.59%	989,27	234,6	221,03	240,9		174,6	245,37	NAD
Thomas Gayner - Markel Asset Management	DEO - Diageo ADR	2.79		1,350,208	189,25	167,1	170,82		160,09	191,93	
David Abrams - Abrams Capital Management	LAD - Lithia Motors Inc.	20.56		2,351,068	302,81	207,13	310,91		180	329	NAD
David Abrams - Abrams Capital Management	ABG - Asbury Automotive Group Inc.	14.58		2,108,540	240,99	186,03	222,27		138,88	256,39	
David Abrams - Abrams Capital Management	META - Meta Platforms Inc.	9.39	Reduce 47.11%	1,138,126	288,73	207,55	300,02		88,09	326,2	NAD
David Abrams - Abrams Capital Management	TDG - TransDigm Group Inc.	8.4	Reduce 14.59%	312,747	886,12	722,62	866,29		499,63	940	
David Abrams - Abrams Capital Management	GOOGL - Alphabet Inc.	7.99	Reduce 0.73%	2,322,340	127,31	103,71	129,73		83,34	133,74	NAD
David Abrams - Abrams Capital Management	CPNG - Coupang Inc.	6.51	Reduce 3.14%	13,017,964	17,78	15,13	18,65		12,67	21,38	NAD
David Abrams - Abrams Capital Management	ET - Energy Transfer LP	6.51		17,834,322	12,91	12,32	12,87		10,02	13,67	
David Abrams - Abrams Capital Management	WTW - Willis Towers Watson plc	5.46		806,836	241,49	218,85	196,57	ANO	195,29	258,93	
David Abrams - Abrams Capital Management	UHAL.B - U Haul Holding Co Non Voting	5.34		3,663,243	59,05	45,26	54,38		43,62	68,29	
David Abrams - Abrams Capital Management	CWH - Camping World Holdings Inc.	4.42		5,108,808	29,14	19,48	26,56		18,69	33,99	
Daniel Loeb - Third Point	PCG - PG&E Corp.	13.67	Reduce 8.86%	54,000,000	17,45	16,13	16,93		11,38	18,19	
Daniel Loeb - Third Point	DHR - Danaher Corp.	9.14	Reduce 5.45%	2,600,000	256,14	224,99	254,03		221,22	303,82	
Daniel Loeb - Third Point	AMZN - Amazon.com Inc.	7.83	Buy	4,100,000	130,15	97,83	136,43		81,43	146,57	NAD
Daniel Loeb - Third Point	BBWI - Bath & Body Works Inc.	7.61	Add 0.72%	13,850,000	42,23	31,83	37,77		30,52	49,55	
Daniel Loeb - Third Point	MSFT - Microsoft Corp.	7.58	Add 44.76%	1,520,000	348,1	275,42	322,52		213,43	366,78	
Daniel Loeb - Third Point	DD - DuPont de Nemours Inc.	4.82	Add 15.00%	4,600,000	72,37	63,77	75,59		49,52	78,74	NAD
Daniel Loeb - Third Point	TSM - Taiwan Semiconductor S.A.	3.62	Buy	2,450,000	107,41	82,25	92,49		59,43	110,69	
Daniel Loeb - Third Point	BABA - Alibaba Group Holdings	3.60	Add 122.40%	2,950,000	102,74	78,67	89,07		58,01	121,3	
Daniel Loeb - Third Point	NVDA - NVIDIA Corp.	3.10	Buy	500	438,08	262,41	442,9		108,13	480,88	NAD
Daniel Loeb - Third Point	IFF - International Flavors & Fragrances Inc.	3.90	Add 3.92%	2,650,000	97,14	75,28	64,04	ANO	62,28	125,15	
Mohnish Pabrai - Pabrai Investments	AMR - Alpha Metallurgical Resources Inc.	81.20	Buy	362,649	168,52	134,97	191,25		116,86	191,25	NAD
Mohnish Pabrai - Pabrai Investments	CEIX - CONSOL Energy Inc.	18.80	Buy	203,474	69,2	53,96	80,89		49,35	81	NAD
Mohnish Pabrai - Pabrai Investments	81.20				#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Chuck Akre - Akre Capital Management	MA - Mastercard Inc.	19.24		5,869,459	392,02	360,14	398,44		276,87	405,19	NAD
Chuck Akre - Akre Capital Management	MCO - Moody's Corp.	15.31	Reduce 7.41%	5,281,223	348,31	295,66	333,65		230,16	363,19	
Chuck Akre - Akre Capital Management	AMT - American Tower Corp.	10.90	Reduce 3.63%	6,744,947	211,26	182	184,9		178,17	282,47	
Chuck Akre - Akre Capital Management	V - Visa Inc.	9.74		4,922,138	234,6	221,03	240,9		174,6	245,37	NAD
Chuck Akre - Akre Capital Management	ORLY - O'Reilly Automotive	8.87	Reduce 5.79%	1,113,753	962,1	848,98	957,21		680	975,72	
Chuck Akre - Akre Capital Management	KKR - KKR & Co. L.P.	7.11	Add 0.38%	15,233,868	58,61	47,79	60,27		41,77	63,64	NAD
Chuck Akre - Akre Capital Management	ROP - Roper Technologies Inc.	6.64		1,655,625	476,13	431,05	496,1		356,22	502,13	NAD
Chuck Akre - Akre Capital Management	CSGP - CoStar Group Inc.	5.28		7,111,430	90,12	67,75	80,02		65,12	92,36	
Chuck Akre - Akre Capital Management	BN - Brookfield Corp.	5.13	Add 0.65%	18,304,313	33,54	30,04	33,3		28,25	38,48	
Chuck Akre - Akre Capital Management	ADBE - Adobe Inc.	4.34	Reduce 11.26%	1,064,081	495,18	335,45	519,26		274,73	552,94	NAD
Thomas Russo - Gardner Russo & Gardner	BRK.A - Berkshire Hathaway CL A	12.94	Reduce 1.90%	2,53	516391,01	465600	543367		393012,25	555800	NAD
Thomas Russo - Gardner Russo & Gardner	GOOG - Alphabet Inc. CL C	9.82	Reduce 2.45%	8,221,065	127,91	104	130,21		83,45	134,07	NAD
Thomas Russo - Gardner Russo & Gardner	NSRGY - Nestle	9.53	Reduce 2.11%	8,019,143	130,81	117,74	118,08		102,78	131,64	
Thomas Russo - Gardner Russo & Gardner	MA - Mastercard Inc.	9.39	Reduce 2.33%	2,417,258	392,02	360,14	398,44		276,87	405,19	NAD
Thomas Russo - Gardner Russo & Gardner	CFRHF - Compagnie Financiere Richemont SA	8.62	Reduce 6.81%	5,147,539	173,86	153,74	143,12	ANO	94,03	179	
Thomas Russo - Gardner Russo & Gardner	HKHHF - Heineken Holding NV	6.86	Reduce 2.45%	7,994,343	97,21	84	83	ANO	65,05	97,41	
Thomas Russo - Gardner Russo & Gardner	PDRDF - Pernod Ricard	6.24	Reduce 2.16%	2,862,426	238	210,61	211,62		164,11	238,75	
Thomas Russo - Gardner Russo & Gardner	PM - Philip Morris Intl.	06.9	Reduce 1.80%	6,314,371	101,51	90,01	94,46		82,85	105,62	
Thomas Russo - Gardner Russo & Gardner	BRK.B - Berkshire Hathaway CL B	5.48	Reduce 0.98%	1,625,553	339,82	308,77	358,22		259,85	364,63	NAD
Thomas Russo - Gardner Russo & Gardner	NFLX - Netflix Inc.	5.12	Add 10.34%	1,175,745	445,27	317,55	423,44		211,73	485	
Seth Klarman - Baupost Group	LBTYK - Liberty Global Inc. C	14.46	Reduce 5.26%	45,004,310	20,77	16,82	19,36		16,16	23,56	
Seth Klarman - Baupost Group	VSAT - Viasat Inc.	12.15		16,288,959	47,2	32,56	30,86	ANO	27,34	47,35	
Seth Klarman - Baupost Group	GOOG - Alphabet Inc. CL C	9.1	Reduce 29.60%	4,119,780	127,91	104	130,21		83,45	134,07	NAD
Seth Klarman - Baupost Group	LSXMK - Liberty SiriusXM Series C	8.79		14,851,048	31,83	26,62	24,05	ANO	22,24	45,2	
Seth Klarman - Baupost Group	VRTV - Veritiv Corp.	7.55		3,324,324	135,14	103,72	168,39		94,5	169,85	NAD
Seth Klarman - Baupost Group	FIS - Fidelity National Information Services	6.70	Add 39.93%	6,775,000	58,72	52,42	55,83		48,57	103,62	
Seth Klarman - Baupost Group	WBD - Warner Bros. Discovery Inc.	5.72		25,235,094	15,4	11,09	13,43		8,82	16,34	
Seth Klarman - Baupost Group	LSXMA - Liberty Sirius XM Series A	4.85		8,177,656	31,91	26,73	23,78	ANO	22,5	45,26	
Seth Klarman - Baupost Group	QRVO - Qorvo Inc.	4.83	Reduce 43.70%	2,617,703	103,6	89,69	98,52		75,38	114,59	
Seth Klarman - Baupost Group	SSNC - SS&C Technologies Holdings Inc.	4.8	Add 13.62%	3,720,430	60,46	54,63	56,45		45,25	64,52	
Christopher Bloomstran - Semper Augustus	BRK.B - Berkshire Hathaway CL B	18.91	Add 0.59%	234,53	339,82	308,77	358,22		259,85	364,63	NAD
Christopher Bloomstran - Semper Augustus	BRK.A - Berkshire Hathaway CL A	15.79	Add 6.61%	129	516391,01	465600	543367		393012,25	555800	NAD
Christopher Bloomstran - Semper Augustus	MCY - Mercury General Corp.	9.1	Add 91.89%	1,259,725	33,21	29,05	30,06		26,15	39,47	
Christopher Bloomstran - Semper Augustus	OLN - Olin Corp.	6.31	Reduce 2.12%	519,139	57,83	47,31	55,58		41,33	64,7	
Christopher Bloomstran - Semper Augustus	DG - Dollar General	5.86	Add 76.92%	146,025	222,43	153,05	164,83		151,27	261,59	
Christopher Bloomstran - Semper Augustus	NEM - Newmont Corp.	5.25	Add 4.47%	520,677	52,07	40,4	38,4	ANO	37,45	55,41	
Christopher Bloomstran - Semper Augustus	KGC - Kinross Gold Corp.	4.71	Add 4.15%	4,176,999	5,55	4,61	4,79		3,09	5,57	
Christopher Bloomstran - Semper Augustus	PARA - Paramount Global CL B	4.27	Add 15.02%	1,134,831	23,44	14,08	15,37		13,8	27,49	
Christopher Bloomstran - Semper Augustus	DINO - HF Sinclair Corp.	3.43	Add 8.55%	325,025	48,69	38,26	57,53		37,12	66,19	NAD
Christopher Bloomstran - Semper Augustus	ALK - Alaska Air Group	3.20	Add 11.97%	254,566	52,44	41,91	45,79		37,2	57,18	
Chris Hohn - TCI Fund Management	CNI - Canadian Natl Railway Co.	14.71	Add 11.41%	40,888,953	124,4	112,73	114,39		103,79	129,89	
Chris Hohn - TCI Fund Management	GE - General Electric	13.59	Add 59.50%	41,650,076	107,74	93,6	114,88		48,29	117,96	NAD
Chris Hohn - TCI Fund Management	CP - Canadian Pacific Kansas City	13.41		55,860,385	82,93	75,76	78,79		65,17	85,4	
Chris Hohn - TCI Fund Management	V - Visa Inc.	12.55	Reduce 7.80%	17,786,169	234,6	221,03	240,9		174,6	245,37	NAD
Chris Hohn - TCI Fund Management	MSFT - Microsoft Corp.	11.98	Reduce 22.58%	11,845,241	348,1	275,42	322,52		213,43	366,78	
Chris Hohn - TCI Fund Management	SPGI - S&P Global Inc.	11.11		9,329,611	399,98	338,83	387,02		279,32	428,65	
Chris Hohn - TCI Fund Management	MCO - Moody's Corp.	10.87	Add 1.45%	10,520,317	348,31	295,66	333,65		230,16	363,19	
Chris Hohn - TCI Fund Management	GOOG - Alphabet Inc. CL C	6.65	Reduce 21.36%	18,502,456	127,91	104	130,21		83,45	134,07	NAD
Chris Hohn - TCI Fund Management	TMO - Thermo Fisher Scientific	4.92	Add 280.41%	3,173,182	591,13	508,46	528		475,77	609,85	
Chris Hohn - TCI Fund Management	FERG - Ferguson plc	0.23	Buy	490,669	156,14	124,52	161,7		99,16	163,91	NAD
Pat Dorsey	BAC - Bank of America Corp.	28.96		18,081,133	30,56	26,99	29,75		26,32	38,6	
Pat Dorsey	GOOG - Alphabet Inc. CL C	20.56		3,044,000	127,91	104	130,21		83,45	134,07	NAD
Pat Dorsey	BRK.B - Berkshire Hathaway CL B	17.9		897,749	339,82	308,77	358,22		259,85	364,63	NAD
Pat Dorsey	GOOGL - Alphabet Inc.	16.99		2,543,300	127,31	103,71	129,73		83,34	133,74	NAD
Pat Dorsey	AAPL - Apple Inc.	8.22		759,6	189,59	160,1	178,13		124,17	198,23	
Pat Dorsey	EWBC - East West Bancorp	8.18	Add 20.91%	2,776,351	55,69	41,39	54,26		33,86	80,98	
Pat Dorsey	54.23				#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Pat Dorsey	45.77				#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Pat Dorsey					#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Pat Dorsey					#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Prem Watsa - Fairfax Financial Holdings	OXY - Occidental Petroleum	23.11	Add 98.67%	6,020,418	65,18	56,07	64,16		55,51	77,13	
Prem Watsa - Fairfax Financial Holdings	BB - BlackBerry Ltd.	16.87		46,724,700	5,42	3,88	4,46		3,17	7,2	
Prem Watsa - Fairfax Financial Holdings	MU - Micron Technology Inc.	16.1	Add 1.22%	3,886,649	73,93	57,02	64,94		48,43	74,77	
Prem Watsa - Fairfax Financial Holdings	KW - Kennedy-Wilson Holdings Inc.	14.19		13,322,009	17,13	14,39	16		13,97	20,87	
Prem Watsa - Fairfax Financial Holdings	ORLA - Orla Mining Ltd	5.42	Add 29.47%	19,916,550	4,85	3,9	4,51		2,82	5,02	
Prem Watsa - Fairfax Financial Holdings	GOOGL - Alphabet Inc.	2.62	Reduce 0.59%	334,62	127,31	103,71	129,73		83,34	133,74	NAD
Prem Watsa - Fairfax Financial Holdings	VOO - Vanguard S&P 500 ETF	2.23	Add 5900.00%	84	406,75	371,44	408,11		319,87	422,15	NAD
Prem Watsa - Fairfax Financial Holdings	CCAP - Crescent Capital BDC Inc.	2.7		2,092,698	14,87	13,23	16,81		12,55	18,2	NAD
Prem Watsa - Fairfax Financial Holdings	BEN - Franklin Resources	1.74		1,000,000	27,3	24,01	26,99		20,24	34,37	
Prem Watsa - Fairfax Financial Holdings	INTC - Intel Corp.	1.64		752,5	36,37	27,4	34,54		24,59	40,42	
Third Avenue Management	TDW - Tidewater Inc.	10.5	Reduce 21.19%	1,098,599	50,34	39,6	62		18,37	65,79	NAD
Third Avenue Management	HCC - Warrior Met Coal Inc.	8.64	Add 0.12%	1,344,911	39,38	32,78	39,51		26,37	44,82	NAD
Third Avenue Management	DB - Deutsche Bank AG	5.28	Add 1.24%	3,048,570	11,04	9,95	10,84		7,25	13,57	
Third Avenue Management	VAL - Valaris plc	4.36	Add 35.74%	419,726	66,96	55	74,59		45,81	80	NAD
Third Avenue Management	CMA - Comerica Inc.	4.2	Add 19.68%	574,906	47,09	31,21	47,62		28,4	87,02	NAD
Third Avenue Management	LEN.B - Lennar Corp. CL B	3.98	Reduce 21.98%	213,368	112,56	86,71	114,8		56,96	121,08	NAD
Third Avenue Management	ORI - Old Republic International	3.47	Add 0.23%	836,331	25,72	24,22	27,56		20,27	29,89	NAD
Third Avenue Management	DHI - D.R. Horton	3.33	Reduce 16.90%	165,678	123,05	95,64	126,18		66,01	132,3	NAD
Third Avenue Management	PLD - Prologis Inc.	3.5	Reduce 10.49%	150,531	128,08	116,9	122,42		98,03	138,86	
Third Avenue Management	LAZ - Lazard Ltd.	2.91	Add 0.41%	550,206	35,25	28,15	33,78		27,71	43,44	
Bill Miller - Miller Value Partners	UPRO - ProShares UltraPro S&P500	5.96		186,95	47,08	36,81	46,78		25,94	52,22	
Bill Miller - Miller Value Partners	STLA - Stellantis N.V.	5.85	Buy	496	18,86	15,3	18,24		11,57	20,71	
Bill Miller - Miller Value Partners	VTRS - Viatris Inc.	5.54	Reduce 6.56%	825,5	10,29	9,02	11,11		8,42	12,4	NAD
Bill Miller - Miller Value Partners	OMF - OneMain Holdings	5.34	Reduce 91.27%	181,7	44,06	34,3	40,86		28,77	48,64	
Bill Miller - Miller Value Partners	CTO - CTO Realty Growth Inc.	5.4	Add 6.07%	436,9	155	130	127,5	ANO	106	169	
Bill Miller - Miller Value Partners	CHS - Chico's FAS	4.92	Add 0.90%	1,368,107	5,69	4,51	5,52		4,33	7,31	
Bill Miller - Miller Value Partners	WAL - Western Alliance Bancorp	4.49	Add 213.54%	183,109	40,88	18,2	48,71		7,46	86,87	NAD
Bill Miller - Miller Value Partners	JXN - Jackson Financial Inc.	4.43	Add 2.78%	215,05	37,85	27,7	34,07		26,7	49,6	
Bill Miller - Miller Value Partners	BKE - Buckle Inc.	4.42	Reduce 2.72%	189,7	36,47	30,71	37,16		30,18	50,35	NAD
Bill Miller - Miller Value Partners	MPW - Medical Properties Trust	4.9	Reduce 4.51%	656	9,35	7,26	7,61		7,1	16,81	
Francois Rochon - Giverny Capital	BRK.B - Berkshire Hathaway CL B	8.44	Add 5.67%	470,193	339,82	308,77	358,22		259,85	364,63	NAD
Francois Rochon - Giverny Capital	AME - Ametek Inc.	7.60	Add 6.05%	892,5	160,14	133,74	157,58		110,87	164,75	
Francois Rochon - Giverny Capital	KMX - CarMax Inc.	6.61	Add 5.05%	1,500,240	86,21	62,44	85,29		52,1	106,24	
Francois Rochon - Giverny Capital	FIVE - Five Below Inc.	6.55	Add 5.27%	633,721	217,18	169,35	197,27		123,55	220,19	
Francois Rochon - Giverny Capital	MKL - Markel Group Inc.	6.10	Add 5.29%	83,806	1374,88	1277,41	1503,47		1064,09	1513,45	NAD
Francois Rochon - Giverny Capital	GOOG - Alphabet Inc. CL C	5.77	Add 5.22%	907,036	127,91	104	130,21		83,45	134,07	NAD
Francois Rochon - Giverny Capital	HEI.A - HEICO Corp. CL A	5.18	Add 6.67%	700,824	142,46	121,85	133,72		109,45	144,25	
Francois Rochon - Giverny Capital	V - Visa Inc.	4.64	Add 5.22%	371,511	234,6	221,03	240,9		174,6	245,37	NAD
Francois Rochon - Giverny Capital	META - Meta Platforms Inc.	4.22	Add 6.16%	279,708	288,73	207,55	300,02		88,09	326,2	NAD
Francois Rochon - Giverny Capital	NVR - NVR Inc.	4.21	Add 3.99%	12,61	6330,2	5468,08	6240,86		3816,56	6474,53	
Richard Pzena - Hancock Classic Value	DOW - Dow Inc.	4.96		1,407,230	56,92	48,78	53,73		42,91	60,88	
Richard Pzena - Hancock Classic Value	LEA - Lear Corp.	4.76		501,367	144,66	118,93	143,32		114,67	157,91	
Richard Pzena - Hancock Classic Value	WFC - Wells Fargo	4.61		1,630,328	42,65	36,72	42,68		35,25	48,84	NAD
Richard Pzena - Hancock Classic Value	C - Citigroup Inc.	4.48		1,471,375	50,4	44,23	43,09	ANO	40,01	54,56	
Richard Pzena - Hancock Classic Value	COF - Capital One Financial	4.12		569,698	113,65	85,63	106,57		83,93	123,09	
Richard Pzena - Hancock Classic Value	FMS - Fresenius Medical Care AG & Co KCaG	4.90	Reduce 12.50%	2,581,128	24,54	21,26	24,82		12,79	27,72	NAD
Richard Pzena - Hancock Classic Value	CTSH - Cognizant Technology Solutions	3.75		866,738	65,08	58,4	69,98		51,33	72,71	NAD
Richard Pzena - Hancock Classic Value	SSNC - SS&C Technologies Holdings Inc.	3.71		925,473	60,46	54,63	56,45		45,25	64,52	
Richard Pzena - Hancock Classic Value	GIL - Gildan Activewear Inc.	3.38		1,581,548	33,79	27,27	30,39		26,3	34,33	
Richard Pzena - Hancock Classic Value	WAB - WABTEC Corp.	3.29		452,651	108,01	92,63	113,31		79,33	119,7	NAD
Francis Chou - Chou Associates	BRK.A - Berkshire Hathaway CL A	52.47		80	516391,01	465600	543367		393012,25	555800	NAD
Francis Chou - Chou Associates	HTZWW - Hertz Global Hldgs Inc. WTS	9.48		741,583	10,1	8,3	9,53		6,91	13	
Francis Chou - Chou Associates	BHC - Bausch Health	7.24		715	8,8	5,72	8,23		4,99	10,23	
Francis Chou - Chou Associates	ALLY - Ally Financial Inc.	5.33		155,686	28,92	24,33	27,54		21,59	37,88	
Francis Chou - Chou Associates	SYF - Synchrony Financial	5.15		120	34,2	26,76	33,72		26,59	40,89	
Francis Chou - Chou Associates	NAVI - Navient Corp.	4.31		183,338	19,12	14,59	17,39		12,88	19,69	
Francis Chou - Chou Associates	C - Citigroup Inc.	3.36		57,695	50,4	44,23	43,09	ANO	40,01	54,56	
Francis Chou - Chou Associates	BB - BlackBerry Ltd.	2.20		312,9	5,42	3,88	4,46		3,17	7,2	
Francis Chou - Chou Associates	MBI - MBIA Inc.	2.18		199,53	10,96	7,58	8,63		7,33	14	
Francis Chou - Chou Associates	LBTYA - Liberty Global Inc.	2.7		96,823	19,9	15,95	18,13		15,22	22,27	
Glenn Greenberg - Brave Warrior Advisors	APO - Apollo Global Management	15.98	Reduce 0.45%	7,874,383	77,39	58,04	80,64		45,62	87,82	NAD
Glenn Greenberg - Brave Warrior Advisors	ELV - Elevance Health Inc.	15.51	Add 21.80%	1,321,272	496,2	436,33	469,67		412	549,52	
Glenn Greenberg - Brave Warrior Advisors	PRI - Primerica Inc.	11.20	Reduce 0.33%	2,144,014	198,15	167,79	210,63		120,19	220	NAD
Glenn Greenberg - Brave Warrior Advisors	LAD - Lithia Motors Inc.	9.22	Add 7.24%	1,147,259	302,81	207,13	310,91		180	329	NAD
Glenn Greenberg - Brave Warrior Advisors	FNF - Fidelity National Financial Inc.	8.65	Add 0.03%	9,088,063	36,04	33,29	41,31		31,84	45,51	NAD
Glenn Greenberg - Brave Warrior Advisors	JPM - JPMorgan Chase & Co.	6.49	Reduce 0.59%	1,687,718	143,43	127,47	150,79		101,28	159,38	NAD
Glenn Greenberg - Brave Warrior Advisors	OMF - OneMain Holdings	6.18	Add 1.10%	5,351,633	44,06	34,3	40,86		28,77	48,64	
Glenn Greenberg - Brave Warrior Advisors	URI - United Rentals	6.16	Add 18.84%	523,827	435,63	326,53	#N/A	#N/A	#N/A	#N/A	#N/A
Glenn Greenberg - Brave Warrior Advisors	RJF - Raymond James Financial Inc.	5.93	Reduce 0.56%	2,164,307	103,66	83,46	105,47		82	126	NAD
Glenn Greenberg - Brave Warrior Advisors	DHI - D.R. Horton	4.58	Reduce 9.92%	1,423,724	123,05	95,64	126,18		66,01	132,3	NAD
Warren Buffett - Berkshire Hathaway	AAPL - Apple Inc.	51.00		915,560,382	189,59	160,1	178,13		124,17	198,23	
Warren Buffett - Berkshire Hathaway	BAC - Bank of America Corp.	8.51		1,032,852,006	30,56	26,99	29,75		26,32	38,6	
Warren Buffett - Berkshire Hathaway	AXP - American Express	7.59		151,610,700	175,14	147,93	162,76		130,65	182,15	
Warren Buffett - Berkshire Hathaway	KO - Coca Cola Co.	6.92		400,000,000	64,3	59,66	60,72		54,02	65,47	
Warren Buffett - Berkshire Hathaway	CVX - Chevron Corp.	5.56	Reduce 7.01%	123,120,120	172,44	150,62	161,61		140,46	189,68	
Warren Buffett - Berkshire Hathaway	OXY - Occidental Petroleum	3.78	Add 5.87%	224,129,192	65,18	56,07	64,16		55,51	77,13	
Warren Buffett - Berkshire Hathaway	KHC - Kraft Heinz Co.	3.32		325,634,818	41,32	35,02	33,82	ANO	32,73	42,8	
Warren Buffett - Berkshire Hathaway	MCO - Moody's Corp.	2.46		24,669,778	348,31	295,66	333,65		230,16	363,19	
Warren Buffett - Berkshire Hathaway	HPQ - HP Inc.	1.7		120,952,818	31,3	28,9	31,81		24,08	35,32	NAD
Warren Buffett - Berkshire Hathaway	DVA - DaVita HealthCare Partners	1.4		36,095,570	100,93	81,11	105,79		65,28	116,97	NAD
Bill Ackman - Pershing Square Capital Management	CMG - Chipotle Mexican Grill Inc.	18.86	Reduce 7.34%	953,608	2110,6	1685,21	1844,02		1344,05	2175,01	
Bill Ackman - Pershing Square Capital Management	QSR - Restaurant Brands International	16.73	Reduce 3.50%	23,348,135	76,96	65,99	70,86		51,26	78,3	
Bill Ackman - Pershing Square Capital Management	LOW - Lowe's Cos.	15.58	Reduce 25.58%	7,468,850	223,56	198,57	226,34		176,5	237,21	NAD
Bill Ackman - Pershing Square Capital Management	HLT - Hilton Worldwide Holdings	12.56	Add 0.36%	9,332,853	148,45	136,08	154,18		116,39	156,44	NAD
Bill Ackman - Pershing Square Capital Management	HHH - Howard Hughes Holdings Inc.	12.9	Add 3.66%	16,570,228	40,97	37,1	40,95		36	42,62	
Bill Ackman - Pershing Square Capital Management	CP - Canadian Pacific Kansas City	11.27	Reduce 0.94%	15,095,528	82,93	75,76	78,79		65,17	85,4	
Bill Ackman - Pershing Square Capital Management	GOOG - Alphabet Inc. CL C	10.49	Add 16.20%	9,377,195	127,91	104	130,21		83,45	134,07	NAD
Bill Ackman - Pershing Square Capital Management	GOOGL - Alphabet Inc.	2.42		2,185,000	127,31	103,71	129,73		83,34	133,74	NAD
Alex Roepers - Atlantic Investment Management	EMN - Eastman Chemical	16.59	Add 10.89%	402,357	84,41	77,09	82,37		69,91	102,18	
Alex Roepers - Atlantic Investment Management	TKR - Timken Co.	13.84	Add 1.33%	307,093	91,37	71,55	77,43		58,36	95,08	
Alex Roepers - Atlantic Investment Management	WFRD - Weatherford International plc	13.6	Buy	399,501	65,77	56,44	86,37		21,4	87	NAD
Alex Roepers - Atlantic Investment Management	WCC - WESCO International Inc.	12.96	Add 33.64%	147	176,21	122,87	156,03		112,08	185,23	
Alex Roepers - Atlantic Investment Management	FLS - Flowserve Corp.	12.60	Reduce 11.78%	688,882	36,89	32,01	39,29		23,89	40,15	NAD
Alex Roepers - Atlantic Investment Management	RL - Ralph Lauren Corp.	11.92	Add 4.52%	196,382	123,65	106,09	119,83		82,23	135,76	
Alex Roepers - Atlantic Investment Management	TEX - Terex Corp.	9.49	Buy	322	59,37	42,31	61,6		28,82	65,64	NAD
Alex Roepers - Atlantic Investment Management	HUN - Huntsman Corp.	7.98	Reduce 33.92%	600	27,78	23,75	27,06		23,53	33,46	
Alex Roepers - Atlantic Investment Management	CNHI - CNH Industrial NV	1.56	Add 57.14%	220	15,27	12,83	13,32		10,89	17,98	
Alex Roepers - Atlantic Investment Management	35.93				#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
David Einhorn - Greenlight Capital	GRBK - Green Brick Partners	44.21		16,600,508	56,44	32,94	53,4		19,52	59,3	
David Einhorn - Greenlight Capital	CEIX - CONSOL Energy Inc.	09.5	Add 4.75%	2,845,681	69,2	53,96	80,89		49,35	81	NAD
David Einhorn - Greenlight Capital	BHF - Brighthouse Financial Inc.	6.93		3,122,743	46,82	39,86	48,42		39,24	60,54	NAD
David Einhorn - Greenlight Capital	BKI - Black Knight Inc.	3.74	Add 44.56%	1,336,800	59,95	53,4	74,63		53,15	74,93	NAD
David Einhorn - Greenlight Capital	THC - Tenet Healthcare Corp.	3.56	Reduce 34.68%	932,07	81,64	58,44	73,58		36,69	85,4	
David Einhorn - Greenlight Capital	ODP - ODP Corp.	3.33	Reduce 7.12%	1,516,010	46,51	40,06	47,92		34,55	53,59	NAD
David Einhorn - Greenlight Capital	CPRI - Capri Holdings Ltd	2.77	Add 32.32%	1,646,136	47,03	34,43	52,21		34,17	69,25	NAD
David Einhorn - Greenlight Capital	KD - Kyndryl Holdings Inc	2.77	Reduce 47.65%	4,448,766	14,98	11,52	16,36		7,93	17,21	NAD
David Einhorn - Greenlight Capital	TECK - Teck Resources	2.66	Reduce 45.97%	1,346,023	48,65	36,5	37,78		28,41	49,34	
David Einhorn - Greenlight Capital	SWN - Southwestern Energy	2.60	Add 3.49%	9,226,650	5,92	4,61	6,43		4,57	8,39	NAD
Bill & Melinda Gates Foundation Trust	MSFT - Microsoft Corp.	31.79		39,264,670	348,1	275,42	322,52		213,43	366,78	
Bill & Melinda Gates Foundation Trust	BRK.B - Berkshire Hathaway CL B	20.38	Add 27.69%	25,142,853	339,82	308,77	358,22		259,85	364,63	NAD
Bill & Melinda Gates Foundation Trust	CNI - Canadian Natl Railway Co.	15.78		54,826,786	124,4	112,73	114,39		103,79	129,89	
Bill & Melinda Gates Foundation Trust	WM - Waste Management Inc.	14.53		35,234,344	170,55	161,28	159,42	ANO	148,31	175,98	
Bill & Melinda Gates Foundation Trust	CAT - Caterpillar Inc.	4.30		7,353,614	247,67	205,75	281,55		160,6	293,88	NAD
Bill & Melinda Gates Foundation Trust	DE - Deere & Co.	3.77		3,917,693	416,59	345,98	435,33		328,62	450	NAD
Bill & Melinda Gates Foundation Trust	ECL - Ecolab Inc.	2.32		5,218,044	183,88	162,58	182,16		131,04	191,41	
Bill & Melinda Gates Foundation Trust	KOF - Coca-Cola FEMSA S A CV	1.23		6,214,719	90,62	80,47	83,93		55,84	91,23	
Bill & Melinda Gates Foundation Trust	WMT - Walmart Inc.	1.13		3,020,859	157,73	146,06	160,57		128,07	161,62	NAD
Bill & Melinda Gates Foundation Trust	FDX - FedEx Corp.	0.90		1,534,362	249,98	217,29	267,76		141,92	270,95	NAD
David Rolfe - Wedgewood Partners	AAPL - Apple Inc.	10.32	Reduce 7.54%	329,962	189,59	160,1	178,13		124,17	198,23	
David Rolfe - Wedgewood Partners	META - Meta Platforms Inc.	7.74	Reduce 10.19%	167,265	288,73	207,55	300,02		88,09	326,2	NAD
David Rolfe - Wedgewood Partners	MSI - Motorola Solutions Inc.	7.14	Reduce 4.20%	151,095	297,45	277,99	281,92		212,76	299,43	
David Rolfe - Wedgewood Partners	V - Visa Inc.	6.76	Reduce 5.56%	176,665	234,6	221,03	240,9		174,6	245,37	NAD
David Rolfe - Wedgewood Partners	GOOGL - Alphabet Inc.	6.61	Reduce 3.57%	342,458	127,31	103,71	129,73		83,34	133,74	NAD
David Rolfe - Wedgewood Partners	MSFT - Microsoft Corp.	6.24	Reduce 4.25%	113,575	348,1	275,42	322,52		213,43	366,78	
David Rolfe - Wedgewood Partners	TSCO - Tractor Supply	5.75	Reduce 5.03%	161,455	249,97	206,32	222,52		181,4	251,17	
David Rolfe - Wedgewood Partners	UNH - United Health Group Inc.	5.69	Reduce 2.41%	73,417	526,23	458,49	508,68		445,68	558,1	
David Rolfe - Wedgewood Partners	TSM - Taiwan Semiconductor S.A.	5.50	Reduce 0.02%	338,042	107,41	82,25	92,49		59,43	110,69	
David Rolfe - Wedgewood Partners	CPRT - Copart Inc.	5.28	Reduce 4.82%	359,006	90,26	74,38	88,07		52,29	94,77	
Nelson Peltz - Trian Fund Management	JHG - Janus Henderson Group	22.38		31,867,800	28,84	25,45	26,29		19,09	31,3	
Nelson Peltz - Trian Fund Management	FERG - Ferguson plc	22.27	Reduce 6.30%	5,494,700	156,14	124,52	161,7		99,16	163,91	NAD
Nelson Peltz - Trian Fund Management	DIS - Walt Disney Co.	14.78	Add 8.59%	6,425,050	102,97	87,82	86,83	ANO	84,07	126,48	
Nelson Peltz - Trian Fund Management	IVZ - Invesco Ltd	14.70		33,940,096	17,47	14,38	15,6		13,2	20,56	
Nelson Peltz - Trian Fund Management	WEN - Wendy's Co.	11.62	Reduce 4.48%	20,732,628	23,83	21,29	21,43		18,5	23,9	
Nelson Peltz - Trian Fund Management	GE - General Electric	11.40		4,028,998	107,74	93,6	114,88		48,29	117,96	NAD
Nelson Peltz - Trian Fund Management	GEHC - GE HealthCare Technologies Inc.	2.81		1,342,830	87,79	74,92	71,91	ANO	53	87,83	
Nelson Peltz - Trian Fund Management	MDLZ - Mondelez International	0.03		16,53	78,36	69,72	72,48		54,72	78,59	
Nelson Peltz - Trian Fund Management	37.08				#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Jeffrey Ubben - ValueAct Capital	FI - Fiserv Inc.	22.85		11,647,776	124,05	111,59	123,03		91,55	130,74	
Jeffrey Ubben - ValueAct Capital	KKR - KKR & Co. L.P.	17.88		20,535,233	58,61	47,79	60,27		41,77	63,64	NAD
Jeffrey Ubben - ValueAct Capital	STX - Seagate Technology	12.93		13,437,070	66,88	55,12	64,67		47,47	83,64	
Jeffrey Ubben - ValueAct Capital	CBRE - CBRE Group	11.59	Add 0.03%	9,237,748	80,3	69,84	83,8		66,31	89,58	NAD
Jeffrey Ubben - ValueAct Capital	CRM - Salesforce.com	11.45		3,486,309	223,38	188,89	209,24		126,34	238,22	
Jeffrey Ubben - ValueAct Capital	NSIT - Insight Enterprises Inc.	10.27	Add 0.01%	4,511,630	146,32	118,79	149,1		81,11	151,95	NAD
Jeffrey Ubben - ValueAct Capital	NYT - New York Times CL A	8.21		13,410,554	40,34	35,42	43,04		27,59	44,54	NAD
Jeffrey Ubben - ValueAct Capital	SPOT - Spotify Technology S.A.	4.49	Reduce 20.01%	1,799,141	160,57	130,92	134,97		69,29	182	
Jeffrey Ubben - ValueAct Capital	AMPS - Altus Power Inc	0.34	Add 0.00%	4,017,628	5,66	4,17	6,09		4,08	14,72	NAD
Jeffrey Ubben - ValueAct Capital	33.12				#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!	#HODNOTA!
Guy Spier - Aquamarine Capital	BRK.B - Berkshire Hathaway CL B	22.86		140,6	339,82	308,77	358,22		259,85	364,63	NAD
Guy Spier - Aquamarine Capital	AXP - American Express	17.44		210	175,14	147,93	162,76		130,65	182,15	
Guy Spier - Aquamarine Capital	RACE - Ferrari NV	12.46		80	320,67	270,55	316,57		176,82	329,88	
Guy Spier - Aquamarine Capital	MA - Mastercard Inc.	12.33		65,75	392,02	360,14	398,44		276,87	405,19	NAD
Guy Spier - Aquamarine Capital	BAC - Bank of America Corp.	10.50		767,845	30,56	26,99	29,75		26,32	38,6	
Guy Spier - Aquamarine Capital	BRK.A - Berkshire Hathaway CL A	7.41		30	516391,01	465600	543367		393012,25	555800	NAD
Guy Spier - Aquamarine Capital	MU - Micron Technology Inc.	06.2		200	73,93	57,02	64,94		48,43	74,77	
Guy Spier - Aquamarine Capital	MCO - Moody's Corp.	4.48		27	348,31	295,66	333,65		230,16	363,19	
Guy Spier - Aquamarine Capital	SRG - Seritage Growth Properties	2.13		500	8,94	7,25	8,04		7,11	14,52	
Guy Spier - Aquamarine Capital	BABA - Alibaba Group Holdings	1.89		47,5	102,74	78,67	89,07		58,01	121,3	
Bill Nygren - Oakmark Select	GOOGL - Alphabet Inc.	8.48	Reduce 24.20%	3,565,000	127,31	103,71	129,73		83,34	133,74	NAD
Bill Nygren - Oakmark Select	LAD - Lithia Motors Inc.	7.50	Add 7.72%	1,242,000	302,81	207,13	310,91		180	329	NAD
Bill Nygren - Oakmark Select	FCNCA - First Citizens Bancshares	7.7	Reduce 12.34%	277	1321,11	950,79	1432,25		505,84	1512,07	NAD
Bill Nygren - Oakmark Select	CBRE - CBRE Group	7.2	Add 18.02%	4,378,000	80,3	69,84	83,8		66,31	89,58	NAD
Bill Nygren - Oakmark Select	COF - Capital One Financial	6.43	Add 29.15%	2,959,000	113,65	85,63	106,57		83,93	123,09	
Bill Nygren - Oakmark Select	KKR - KKR & Co. L.P.	5.41	Add 0.01%	4,859,000	58,61	47,79	60,27		41,77	63,64	NAD
Bill Nygren - Oakmark Select	SCHW - Charles Schwab Corp.	5.41	Add 83.57%	4,802,000	57,14	47,37	60,94		45	86,63	NAD
Bill Nygren - Oakmark Select	ICE - Intercontinental Exchange Inc.	5.21	Add 5.94%	2,319,000	112,38	104,29	114,07		88,6	117,85	NAD
Bill Nygren - Oakmark Select	CRM - Salesforce.com	4.82	Reduce 25.80%	1,148,000	223,38	188,89	209,24		126,34	238,22	
Bill Nygren - Oakmark Select	WFC - Wells Fargo	4.42	Add 0.00%	5,210,000	42,65	36,72	42,68		35,25	48,84	NAD
Harry Burn - Sound Shore	FLEX - Flex Ltd.	4.32	Reduce 13.91%	1,608,520	27,36	19,68	26,15		16,11	28,9	
Harry Burn - Sound Shore	ORCL - Oracle Corp.	4.28	Reduce 8.03%	394,035	126,55	92,92	117,37		60,78	127,54	
Harry Burn - Sound Shore	VST - Vistra Corp.	4.10	Reduce 14.56%	1,462,860	26,04	22,97	30,33		20,76	30,43	NAD
Harry Burn - Sound Shore	NXPI - NXP Semiconductors NV	3.85		176,73	200,32	161,19	202,12		132,08	225,57	NAD
Harry Burn - Sound Shore	PFE - Pfizer Inc.	3.81	Add 42.51%	799,53	41,79	36,12	35,24	ANO	34,66	54,93	
Harry Burn - Sound Shore	PVH - PVH Corp.	3.61	Reduce 30.60%	346,73	89,16	76,96	82,97		43,49	94,51	
Harry Burn - Sound Shore	BRK.B - Berkshire Hathaway CL B	3.52	Reduce 5.68%	97,575	339,82	308,77	358,22		259,85	364,63	NAD
Harry Burn - Sound Shore	WFC - Wells Fargo	3.39	Reduce 8.20%	777,185	42,65	36,72	42,68		35,25	48,84	NAD
Harry Burn - Sound Shore	LEN - Lennar Corp.	3.35	Reduce 15.70%	273,135	126,06	102,06	125,61		69,9	133,24	
Harry Burn - Sound Shore	COF - Capital One Financial	3.20	Reduce 11.80%	285,075	113,65	85,63	106,57		83,93	123,09	
Greg Alexander - Conifer Management	STLA - Stellantis N.V.	28.87		15,000,000	18,86	15,3	18,24		11,57	20,71	
Greg Alexander - Conifer Management	LAD - Lithia Motors Inc.	23.36	Add 40.00%	700	302,81	207,13	310,91		180	329	NAD
Greg Alexander - Conifer Management	EQH - Equitable Holdings Inc.	22.65		7,600,000	27,12	22,82	28		21,89	33,24	NAD
Greg Alexander - Conifer Management	GPI - Group 1 Automotive	14.16	Add 107.74%	500	257,23	215,87	266,7		136,16	271,94	NAD
Greg Alexander - Conifer Management	YNDX - Yandex N.V.	4.12		5,500,000	#HODNOTA!	#HODNOTA!	18,94	#HODNOTA!	17,83	24,05	#HODNOTA!
Greg Alexander - Conifer Management	IMXI - International Money Express Inc.	2.69		1,000,000	26,33	22,4	17,84	ANO	17,84	28,24	
Greg Alexander - Conifer Management	RMNI - Rimini Street Inc.	2.59		4,919,848	4,76	3,46	2,52	ANO	2,17	5,83	
Greg Alexander - Conifer Management	COF - Capital One Financial	1.20		100	113,65	85,63	106,57		83,93	123,09	
Greg Alexander - Conifer Management	EVI - EVI Industries Inc.	0.28		116,341	25,12	17,56	25,95		9,97	28,49	NAD
Greg Alexander - Conifer Management	CRESW - Cresud Inc. WTS	0.07		1,242,313	0,59	0,24	0,52		0,12	0,62	
Mason Hawkins - Longleaf Partners	MGM - MGM Resorts International	6.69	Reduce 16.61%	1,906,779	46,04	39,12	44,34		29,2	51,35	
Mason Hawkins - Longleaf Partners	PVH - PVH Corp.	6.44		914,449	89,16	76,96	82,97		43,49	94,51	
Mason Hawkins - Longleaf Partners	FDX - FedEx Corp.	6.34	Reduce 16.36%	350,916	249,98	217,29	267,76		141,92	270,95	NAD
Mason Hawkins - Longleaf Partners	WBD - Warner Bros. Discovery Inc.	6.21	Reduce 17.48%	5,199,046	15,4	11,09	13,43		8,82	16,34	
Mason Hawkins - Longleaf Partners	CNX - CNX Resources Corp.	6.17	Add 18.71%	4,874,195	17,81	14,56	21,94		14,36	21,99	NAD
Mason Hawkins - Longleaf Partners	MAT - Mattel Inc.	6.7	Reduce 4.91%	4,173,867	19,2	16,76	21,36		15,36	24,38	NAD
Mason Hawkins - Longleaf Partners	AMG - Affiliated Managers Group	5.54		492,252	151,22	137,14	132,99	ANO	108,12	180,63	
Mason Hawkins - Longleaf Partners	IAC - IAC Inc.	5.54		1,358,794	63,51	48,53	56,09		41,52	79,57	
Mason Hawkins - Longleaf Partners	FRFHF - Fairfax Financial Holdings Ltd.	5.48	Reduce 8.12%	104,251	763,44	647,3	845		439,8	850	NAD
Mason Hawkins - Longleaf Partners	H - Hyatt Hotels Corp.	5.25	Reduce 20.55%	593,862	119,08	107,48	114,88		77,7	127,8	
Ruane, Cunniff & Goldfarb - Sequoia	FWONK - Liberty Media Corp Formula One Series C	7.15	Reduce 16.99%	2,822,556	79,96	70,01	69,59	ANO	50	80,13	
Ruane, Cunniff & Goldfarb - Sequoia	GOOGL - Alphabet Inc.	6.88	Reduce 0.71%	1,959,840	127,31	103,71	129,73		83,34	133,74	NAD
Ruane, Cunniff & Goldfarb - Sequoia	UMGNF - Universal Music Grp NV	6.80		7,948,025	25,56	19,82	25,47		16,35	26,83	
Ruane, Cunniff & Goldfarb - Sequoia	CNSWF - Constellation Software Inc.	6.50	Reduce 8.31%	102,167	2084,18	1865	1978,03		1280	2198,98	
Ruane, Cunniff & Goldfarb - Sequoia	ICE - Intercontinental Exchange Inc.	6.38		1,807,536	112,38	104,29	114,07		88,6	117,85	NAD
Ruane, Cunniff & Goldfarb - Sequoia	UNH - United Health Group Inc.	6.18		385,874	526,23	458,49	508,68		445,68	558,1	
Ruane, Cunniff & Goldfarb - Sequoia	ERFSF - Eurofins Scientific SE	5.78		2,554,212	72,15	59,33	64,26		54,75	79,44	
Ruane, Cunniff & Goldfarb - Sequoia	TSM - Taiwan Semiconductor S.A.	5.2		1,593,433	107,41	82,25	92,49		59,43	110,69	
Ruane, Cunniff & Goldfarb - Sequoia	KMX - CarMax Inc.	4.91		2,255,975	86,21	62,44	85,29		52,1	106,24	
Ruane, Cunniff & Goldfarb - Sequoia	SCHW - Charles Schwab Corp.	4.68		2,638,524	57,14	47,37	60,94		45	86,63	NAD
Christopher Davis - Davis Advisors	META - Meta Platforms Inc.	9.99	Reduce 8.81%	5,715,317	288,73	207,55	300,02		88,09	326,2	NAD
Christopher Davis - Davis Advisors	WFC - Wells Fargo	7.99	Add 1.29%	30,739,720	42,65	36,72	42,68		35,25	48,84	NAD
Christopher Davis - Davis Advisors	COF - Capital One Financial	7.51	Add 4.68%	11,264,109	113,65	85,63	106,57		83,93	123,09	
Christopher Davis - Davis Advisors	AMZN - Amazon.com Inc.	6.54	Reduce 0.33%	8,229,601	130,15	97,83	136,43		81,43	146,57	NAD
Christopher Davis - Davis Advisors	BRK.A - Berkshire Hathaway CL A	6.36	Reduce 1.03%	2,015	516391,01	465600	543367		393012,25	555800	NAD
Christopher Davis - Davis Advisors	AMAT - Applied Materials	6.12	Reduce 2.78%	6,945,026	146,55	110,31	141,16		71,12	153,28	
Christopher Davis - Davis Advisors	VTRS - Viatris Inc.	3.83	Add 14.43%	62,948,155	10,29	9,02	11,11		8,42	12,4	NAD
Christopher Davis - Davis Advisors	JPM - JPMorgan Chase & Co.	3.73	Add 0.31%	4,206,087	143,43	127,47	150,79		101,28	159,38	NAD
Christopher Davis - Davis Advisors	BK - Bank of New York Mellon Corp.	3.56	Add 0.95%	13,129,195	46,36	39,67	44,34		36,22	52,26	
Christopher Davis - Davis Advisors	OC - Owens Corning	3.32	Add 15.86%	4,175,279	130,72	93,27	142,33		74,22	143,67	NAD
Donald Yacktman - Yacktman Focused Fund	CNQ - Canadian Natural Resources	8.6	Reduce 0.69%	15,108,455	62,01	53,3	60,63		44,45	62,57	
Donald Yacktman - Yacktman Focused Fund	MSFT - Microsoft Corp.	6.19	Reduce 0.25%	1,917,314	348,1	275,42	322,52		213,43	366,78	
Donald Yacktman - Yacktman Focused Fund	GOOG - Alphabet Inc. CL C	4.74	Add 0.11%	4,135,450	127,91	104	130,21		83,45	134,07	NAD
Donald Yacktman - Yacktman Focused Fund	PEP - PepsiCo Inc.	4.50	Reduce 0.04%	2,560,552	196,12	180,11	182,23		160,98	196,88	
Donald Yacktman - Yacktman Focused Fund	PG - Procter & Gamble	3.85	Reduce 0.25%	2,674,049	156,57	142,5	154,86		122,18	158,11	
Donald Yacktman - Yacktman Focused Fund	SCHW - Charles Schwab Corp.	3.43	Add 1.23%	6,374,912	57,14	47,37	60,94		45	86,63	NAD
Donald Yacktman - Yacktman Focused Fund	CTSH - Cognizant Technology Solutions	3.33	Add 0.39%	5,376,416	65,08	58,4	69,98		51,33	72,71	NAD
Donald Yacktman - Yacktman Focused Fund	UHAL.B - U Haul Holding Co Non Voting	3.32	Add 1.67%	6,910,859	59,05	45,26	54,38		43,62	68,29	
Donald Yacktman - Yacktman Focused Fund	RS - Reliance Steel & Aluminum	3.21	Reduce 0.40%	1,247,471	270,81	232,12	279,07		168,25	295,98	NAD
Donald Yacktman - Yacktman Focused Fund	JNJ - Johnson & Johnson	3.14	Reduce 1.39%	2,001,958	166,11	154,35	174,11		150,11	181,04	NAD
Jean-Marie Eveillard - First Eagle U.S. Value	ORCL - Oracle Corp.	5.72	Reduce 9.38%	18,735,569	126,55	92,92	117,37		60,78	127,54	
Jean-Marie Eveillard - First Eagle U.S. Value	META - Meta Platforms Inc.	4.21	Reduce 1.22%	5,729,588	288,73	207,55	300,02		88,09	326,2	NAD
Jean-Marie Eveillard - First Eagle U.S. Value	XOM - Exxon Mobil Corp.	3.66	Reduce 0.80%	13,330,461	118,34	102,18	109,08		83,89	119,92	
Jean-Marie Eveillard - First Eagle U.S. Value	HCA - HCA Healthcare Inc.	3.54	Reduce 0.71%	4,556,365	300,44	263,68	272,29		178,32	304,86	
Jean-Marie Eveillard - First Eagle U.S. Value	CMCSA - Comcast Corp.	3.45	Reduce 0.65%	32,452,337	41,67	36,52	47,46		28,39	47,46	NAD
Jean-Marie Eveillard - First Eagle U.S. Value	SLB - Schlumberger Ltd.	3.43	Reduce 0.79%	27,291,718	52,63	42,83	58,71		33,8	59,45	NAD
Jean-Marie Eveillard - First Eagle U.S. Value	IMO - Imperial Oil Ltd.	3.15	Add 0.37%	24,043,939	55,9	44,46	54,73		40,2	58,99	
Jean-Marie Eveillard - First Eagle U.S. Value	FMX - Fomento Economico Mexicano	3.11	Reduce 0.23%	10,963,611	111,19	93,05	115,71		59,55	116,53	NAD
Jean-Marie Eveillard - First Eagle U.S. Value	WTW - Willis Towers Watson plc	3.00	Add 0.32%	4,964,243	241,49	218,85	196,57	ANO	195,29	258,93	
Jean-Marie Eveillard - First Eagle U.S. Value	ABEV - Ambev S.A.	2.54	Add 0.18%	311,641,579	3,22	2,77	2,85		2,4	3,24	
Lindsell Train	MDLZ - Mondelez International	23.72	Reduce 6.42%	18,267,898	78,36	69,72	72,48		54,72	78,59	
Lindsell Train	WWE - World Wrestling Ent.	12.23	Reduce 14.53%	6,330,232	109,35	89,3	113,5		65,04	113,5	NAD
Lindsell Train	FICO - Fair Isaac Corp.	11.55	Reduce 8.27%	800,997	802,11	672,42	870,46		389,84	892,03	NAD
Lindsell Train	INTU - Intuit Inc.	11.21	Reduce 4.53%	1,374,052	459,63	406,09	502,05		352,63	508,09	NAD
Lindsell Train	PEP - PepsiCo Inc.	11.21	Reduce 5.83%	3,398,210	196,12	180,11	182,23		160,98	196,88	
Lindsell Train	DIS - Walt Disney Co.	8.96	Add 0.04%	5,633,690	102,97	87,82	86,83	ANO	84,07	126,48	
Lindsell Train	PYPL - PayPal Holdings Inc.	6.40	Add 0.09%	5,389,302	77,33	59,37	59,77		58,95	103,03	
Lindsell Train	EBAY - eBay Inc.	5.47	Reduce 7.05%	6,870,871	46,43	42,54	43,29		35,92	52,23	
Lindsell Train	MANU - Manchester United plc	4.82	Add 0.31%	11,099,176	25,12	18,05	23,33		11,6	27,34	
Lindsell Train	BF.A - Brown-Forman Corp. CL A	3.56	Add 0.20%	2,937,470	67,85	62,35	70,36		61,47	76,6	NAD
Charles Bobrinskoy - Ariel Focus	SNA - Snap-On Inc.	6.81		15,357	286,96	228,71	269,33		200,75	297,26	
Charles Bobrinskoy - Ariel Focus	BWA - BorgWarner Inc.	6.43	Reduce 4.29%	85,448	43,25	37,65	40,5		27,39	47,05	
Charles Bobrinskoy - Ariel Focus	GS - Goldman Sachs Group	5.68		11,454	343,96	312,36	332,58		287,75	389,58	
Charles Bobrinskoy - Ariel Focus	ORCL - Oracle Corp.	5.67	Reduce 12.32%	30,956	126,55	92,92	117,37		60,78	127,54	
Charles Bobrinskoy - Ariel Focus	BOKF - BOK Financial Corp.	5.16		41,536	90,44	75,73	84,12		74,4	110,85	
Charles Bobrinskoy - Ariel Focus	APA - APA Corp.	5.14		97,865	40,78	31,63	44,48		30,67	50,58	NAD
Charles Bobrinskoy - Ariel Focus	LMT - Lockheed Martin Corp.	4.97		7,019	501,41	442,83	442,92		381,55	508,1	
Charles Bobrinskoy - Ariel Focus	MHK - Mohawk Industries	4.28	Add 18.81%	26,986	105,9	92,04	100,23		87,02	130,63	
Charles Bobrinskoy - Ariel Focus	JNJ - Johnson & Johnson	3.89		15,297	166,11	154,35	174,11		150,11	181,04	NAD
Charles Bobrinskoy - Ariel Focus	REZI - Resideo Technologies Inc.	3.85	Add 4.76%	141,67	18,28	16,03	15,9	ANO	14,95	23,94	
John Rogers - Ariel Appreciation	MAT - Mattel Inc.	3.98	Add 9.33%	2,203,294	19,2	16,76	21,36		15,36	24,38	NAD
John Rogers - Ariel Appreciation	LH - Laboratory Corp. of America Hldgs	3.82	Reduce 5.00%	171,098	206,59	182,06	214,82		172,09	225,68	NAD
John Rogers - Ariel Appreciation	NTRS - Northern Trust Corp.	3.64	Add 2.28%	531,348	89,94	69,65	76,94		69,54	104,57	
John Rogers - Ariel Appreciation	GS - Goldman Sachs Group	3.62	Reduce 15.44%	121,51	343,96	312,36	332,58		287,75	389,58	
John Rogers - Ariel Appreciation	KMX - CarMax Inc.	3.54	Reduce 13.49%	457,216	86,21	62,44	85,29		52,1	106,24	
John Rogers - Ariel Appreciation	SCHW - Charles Schwab Corp.	3.29	Add 4.52%	627,224	57,14	47,37	60,94		45	86,63	NAD
John Rogers - Ariel Appreciation	CRL - Charles River Labs	3.28	Add 13.11%	168,56	209,99	183,71	206,77		181,22	262	
John Rogers - Ariel Appreciation	KMT - Kennametal Inc.	3.16	Reduce 6.63%	1,203,465	29,44	24,83	26,5		20,21	30,6	
John Rogers - Ariel Appreciation	SWK - Stanley Black & Decker Inc.	3.15	Reduce 5.90%	363,267	94,61	74,29	93,09		70,24	104,42	
John Rogers - Ariel Appreciation	IPG - Interpublic Group	3.12	Reduce 12.18%	874,322	40,59	34,22	32,78	ANO	25,14	40,95	
FPA Queens Road Small Cap Value Fund	FN - Fabrinet	5.78		204,357	129,75	91,23	118,68		90,19	140,18	
FPA Queens Road Small Cap Value Fund	IDCC - InterDigital Inc.	5.7		240,918	95,98	67,03	83,88		40,23	98,69	
FPA Queens Road Small Cap Value Fund	SNX - SYNNEX Corp.	4.82		235,369	97,7	86,92	98,04		78,86	111,57	NAD
FPA Queens Road Small Cap Value Fund	AEL - American Equity Inv. Life Hldg Co	3.93		346,132	52,86	35,69	53,48		28,05	54,3	NAD
FPA Queens Road Small Cap Value Fund	RLI - RLI Corp.	3.86		129,811	147,19	123,82	135,3		100,96	149,65	
FPA Queens Road Small Cap Value Fund	DECK - Deckers Outdoor	3.20		27,86	520,12	440,33	558,01		298,61	568,47	NAD
FPA Queens Road Small Cap Value Fund	VSH - Vishay Intertechnology	3.17		494,634	29,04	20,87	27,09		17,63	30,1	
FPA Queens Road Small Cap Value Fund	MSM - MSC Industrial Direct	3.16		152,439	97,66	83,64	100,9		71,33	102,25	NAD
FPA Queens Road Small Cap Value Fund	IAC - IAC Inc.	3.9		225,654	63,51	48,53	56,09		41,52	79,57	
FPA Queens Road Small Cap Value Fund	SFBS - ServisFirst Bancshares Inc.	3.3	Add 14.73%	339,754	54,63	40,3	57,97		39,27	93,83	NAD
Steven Romick - FPA Crescent Fund	HCMLF - Holcim Ltd.	4.86	Reduce 2.96%	4,419,896	67,22	60,91	68		40,55	69,78	NAD
Steven Romick - FPA Crescent Fund	ADI - Analog Devices	4.84		1,523,239	197,22	172,39	178,83		133,48	200,1	
Steven Romick - FPA Crescent Fund	CMCSA - Comcast Corp.	4.81		7,087,694	41,67	36,52	47,46		28,39	47,46	NAD
Steven Romick - FPA Crescent Fund	GOOGL - Alphabet Inc.	4.31	Reduce 8.39%	2,206,340	127,31	103,71	129,73		83,34	133,74	NAD
Steven Romick - FPA Crescent Fund	TEL - TE Connectivity	4.28		1,869,808	138,39	118,75	130,23		104,76	146,6	
Steven Romick - FPA Crescent Fund	META - Meta Platforms Inc.	4.27	Reduce 3.19%	910,439	288,73	207,55	300,02		88,09	326,2	NAD
Steven Romick - FPA Crescent Fund	AIG - American International Group	3.99		4,249,990	57,3	49,87	59,18		45,66	64,88	NAD
Steven Romick - FPA Crescent Fund	GOOG - Alphabet Inc. CL C	3.20	Reduce 11.06%	1,618,115	127,91	104	130,21		83,45	134,07	NAD
Steven Romick - FPA Crescent Fund	AON - Aon Plc	3.12	Reduce 1.27%	553,997	342,12	308,29	319,8		266,35	347,37	
Steven Romick - FPA Crescent Fund	IFF - International Flavors & Fragrances Inc.	2.85	Add 11.32%	2,191,745	97,14	75,28	64,04	ANO	62,28	125,15	
Wallace Weitz - Weitz Value	GOOG - Alphabet Inc. CL C	7.37	Reduce 7.48%	495	127,91	104	130,21		83,45	134,07	NAD
Wallace Weitz - Weitz Value	CSGP - CoStar Group Inc.	5.48		500	90,12	67,75	80,02		65,12	92,36	
Wallace Weitz - Weitz Value	ADI - Analog Devices	5.4		210	197,22	172,39	178,83		133,48	200,1	
Wallace Weitz - Weitz Value	V - Visa Inc.	4.97		170	234,6	221,03	240,9		174,6	245,37	NAD
Wallace Weitz - Weitz Value	VMC - Vulcan Materials	4.86	Reduce 12.50%	175	224,84	164,06	224,75		147,64	229,75	
Wallace Weitz - Weitz Value	BRK.B - Berkshire Hathaway CL B	4.83		115	339,82	308,77	358,22		259,85	364,63	NAD
Wallace Weitz - Weitz Value	MA - Mastercard Inc.	4.60		95	392,02	360,14	398,44		276,87	405,19	NAD
Wallace Weitz - Weitz Value	META - Meta Platforms Inc.	4.33	Reduce 45.56%	122,5	288,73	207,55	300,02		88,09	326,2	NAD
Wallace Weitz - Weitz Value	DHR - Danaher Corp.	4.28	Add 7.41%	145	256,14	224,99	254,03		221,22	303,82	
Wallace Weitz - Weitz Value	TMO - Thermo Fisher Scientific	4.18	Add 8.33%	65	591,13	508,46	528		475,77	609,85	
Tweedy Browne Co. - Tweedy Browne Value	BRK.A - Berkshire Hathaway CL A	7.46		60	516391,01	465600	543367		393012,25	555800	NAD
Tweedy Browne Co. - Tweedy Browne Value	SAFRY - Safran SA	4.00	Reduce 10.48%	106,457	39,31	36,09	39,87		21,63	41,91	NAD
Tweedy Browne Co. - Tweedy Browne Value	GOOGL - Alphabet Inc.	3.54		123	127,31	103,71	129,73		83,34	133,74	NAD
Tweedy Browne Co. - Tweedy Browne Value	NSRGY - Nestle	3.43		118,78	130,81	117,74	118,08		102,78	131,64	
Tweedy Browne Co. - Tweedy Browne Value	NWLI - National Western Life Group Inc.	3.37		33,708	405,01	230	457,64		166,94	455,79	NAD
Tweedy Browne Co. - Tweedy Browne Value	TTE - TotalEnergies SE	3.26		236,38	64,95	56,3	61,69		44,61	65,05	
Tweedy Browne Co. - Tweedy Browne Value	WFC - Wells Fargo	2.70		263,163	42,65	36,72	42,68		35,25	48,84	NAD
Tweedy Browne Co. - Tweedy Browne Value	HKHHF - Heineken Holding NV	2.67		128,033	97,21	84	83	ANO	65,05	97,41	
Tweedy Browne Co. - Tweedy Browne Value	JNJ - Johnson & Johnson	2.65		66,608	166,11	154,35	174,11		150,11	181,04	NAD
Tweedy Browne Co. - Tweedy Browne Value	DEO - Diageo ADR	2.61		62,715	189,25	167,1	170,82		160,09	191,93