Dataroma

An invaluable source of information for value investors

At Dataroma we track investment activities of successful value oriented money managers and funds by meticulously extracting data from financial filings. The data is consolidated, categorized and presented in an easily accessible form for our visitors. Many of the money managers we track are legendary investors such as Warren Buffett, Bill Miller, Wallace Weitz, Bill Nygren and David Dreman, to name but a few. We believe our website is well designed and very intuitive to use. So, next time you are researching a stock, check if any renowned investors own it.

We currently track portfolios of 39 managers.

"Success in investing doesn't correlate with I.Q. once you're above the level of 25. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."

-- Warren Buffett

Recent portfolio updates:

Bill Miller - Legg Mason Value Trust    - updated 28 Aug 2008
Richard F. Aster - Meridian Value    - updated 27 Aug 2008
Robert E. Torray - Torray    - updated 26 Aug 2008
Bill Nygren, Henry Berghoef - Oakmark Select    - updated 22 Aug 2008
Will Nasgovitz - Heartland Select Value    - updated 21 Aug 2008
David Carr, Larry Coats - Oak Value Trust    - updated 20 Aug 2008
Bill Ackman - Pershing Square Capital Management    - updated 15 Aug 2008
Michael F Price - MFP Investors    - updated 15 Aug 2008
David Einhorn - Greenlight Capital    - updated 15 Aug 2008
Michael Larson - Bill & Melinda Gates Foundation Trust    - updated 14 Aug 2008
Warren Buffett - Berkshire Hathaway    - updated 14 Aug 2008
Connor Browne, William V. Fries - Thornburg Value    - updated 14 Aug 2008
Ian Cumming - Leucadia National    - updated 14 Aug 2008
Seth Klarman - Baupost Group    - updated 13 Aug 2008
Thomas S. Gayner - Markel Asset Management    - updated 13 Aug 2008
Mason Hawkins - Longleaf Partners    - updated 13 Aug 2008
Wallace R. Weitz - Weitz Value    - updated 01 Aug 2008
Richard Pzena - Hancock Classic Value    - updated 01 Aug 2008
David Dreman - Dreman Concentrated Value    - updated 31 Jul 2008
Bruce Berkowitz - Fairholme    - updated 30 Jul 2008
Arnold Van Den Berg - Century Management Advisers    - updated 28 Jul 2008
Mark Hillman - Hillman Focused    - updated 25 Jul 2008
David A. Katz - Matrix Advisors Value    - updated 22 Jul 2008
Christopher H. Browne - Tweedy Browne Value    - updated 19 Jul 2008
John A. Gunn - Dodge & Cox    - updated 16 Jul 2008
William B. Frels - Mairs & Power Growth    - updated 16 Jul 2008
Robert L. Rodriguez - FPA Capital    - updated 13 Jul 2008
John W. Rogers - Ariel Appreciation    - updated 13 Jul 2008
Charles K. Bobrinskoy - Ariel Focus    - updated 13 Jul 2008
Robert Zagunis, Robert Millen - Jensen    - updated 13 Jul 2008
Donald Yacktman - Yacktman Focused    - updated 13 Jul 2008
Whitney R. Tilson - Tilson Focus    - updated 09 Jul 2008
Jean-Marie Eveillard - First Eagle U.S. Value    - updated 03 Jul 2008

Top 10 most owned stocks

GE - General Electric
MSFT - Microsoft Corp.
JNJ - Johnson & Johnson
WMT - Wal-Mart Stores
AIG - American Int'l. Group
COP - ConocoPhillips
UNH - United Health Group Inc.
CMCSA - Comcast Corp.
INTC - Intel Corp.
PFE - Pfizer Inc.

Top 10 stocks as % of holdings

BRK.A - Berkshire Hathaway CL A
BRK.B - Berkshire Hathaway CL B
JEF - Jefferies Group Inc.
TGT - Target Corp.
MSFT - Microsoft Corp.
GE - General Electric
JNJ - Johnson & Johnson
SHLD - Sears Holdings Corp.
KO - Coca Cola Co.
WMT - Wal-Mart Stores

Top 10 buys last qtr

WLP - WellPoint Inc.
UNH - United Health Group Inc.
C - Citigroup Inc.
LMDIA - Liberty Media Entertainment A
CCL - Carnival Corp.
AIG - American Int'l. Group
DELL - Dell Inc.
GE - General Electric
FDX - FedEx Corp.
WFC - Wells Fargo

Top 10 buys last qtr by %

JEF - Jefferies Group Inc.
DPS - Dr Pepper Snapple Group Inc.
WLP - WellPoint Inc.
PFE - Pfizer Inc.
UNH - United Health Group Inc.
PDLI - PDL BioPharma Inc.
WEN - Wendy's International
LMDIA - Liberty Media Entertainment A
RIG - Transocean Inc.
DEO - Diageo plc

Top 10 buys last 6 months

WLP - WellPoint Inc.
C - Citigroup Inc.
AIG - American Int'l. Group
UNH - United Health Group Inc.
DELL - Dell Inc.
FDX - FedEx Corp.
GE - General Electric
TGT - Target Corp.
MSFT - Microsoft Corp.
SHLD - Sears Holdings Corp.

Top 10 buys last 6 months by %

JEF - Jefferies Group Inc.
ACF - AmeriCredit Corp.
TGT - Target Corp.
WLP - WellPoint Inc.
DPS - Dr Pepper Snapple Group Inc.
WEN - Wendy's International
PFE - Pfizer Inc.
MSFT - Microsoft Corp.
UNH - United Health Group Inc.
CRESY - Cresud Inc.