Oracle Corp. (ORCL)

Sector:Information Technology
Super Investor Stats:
Ownership count:13
Ownership rank:11
% of all portfolios:0.801%
Hold Price * :$40.47
Portfolio Manager Activity Share change % change to portfolio
Q1  2016
hist Sam Peters - ClearBridge Value Trust Add 11.11% 200,000 0.36
hist Steven Romick - FPA Crescent Fund Add 4.37% 897,710 0.37
hist Thomas Russo - Gardner Russo & Gardner Buy 5,000 0.00
hist Bill Nygren - Oakmark Select Reduce 2.49% 163,000 0.14
hist Robert Zagunis - Jensen Reduce 3.17% 180,000 0.15
hist Harry Burn - Sound Shore Reduce 7.59% 126,800 0.28
hist Charles Bobrinskoy - Ariel Focus Reduce 7.94% 5,100 0.49
hist Robert Olstein - Olstein Value Reduce 13.70% 40,000 0.27
hist Donald Yacktman - Yacktman Focused Fund Reduce 15.28% 1,100,000 1.20
Q4  2015
hist Sam Peters - ClearBridge Value Trust Add 12.50% 200,000 0.31
hist Robert Olstein - Olstein Value Add 1.04% 3,000 0.02
hist Charles Bobrinskoy - Ariel Focus Reduce 3.02% 2,000 0.17
hist Jean-Marie Eveillard - First Eagle U.S. Value Reduce 6.78% 167,190 0.36
hist Donald Yacktman - Yacktman Focused Fund Reduce 16.28% 1,400,000 1.29
hist Wallace Weitz - Weitz Value Sell 100.00% 635,000 2.80
Q3  2015
hist Steven Romick - FPA Crescent Fund Add 14.70% 2,630,570 0.96
hist Robert Olstein - Olstein Value Add 5.09% 14,000 0.08
hist Sam Peters - ClearBridge Value Trust Buy 1,600,000 2.57
hist Jean-Marie Eveillard - First Eagle U.S. Value Reduce 1.77% 44,430 0.09
hist Harry Burn - Sound Shore Reduce 7.17% 129,100 0.26
hist Richard Pzena - Hancock Classic Value Reduce 7.54% 131,825 0.25
hist Charles Bobrinskoy - Ariel Focus Reduce 11.02% 8,200 0.68
hist Donald Yacktman - Yacktman Focused Fund Reduce 28.93% 3,500,000 2.58
hist Thomas Russo - Gardner Russo & Gardner Sell 100.00% 7,500 0.00
Q2  2015
hist Harry Burn - Sound Shore Add 13.33% 211,700 0.38
hist Robert Olstein - Olstein Value Add 7.00% 18,000 0.10
hist Robert Zagunis - Jensen Add 5.89% 316,000 0.25
hist Steven Romick - FPA Crescent Fund Add 3.97% 682,600 0.25
hist Charles Bobrinskoy - Ariel Focus Reduce 4.62% 3,600 0.24
hist Richard Pzena - Hancock Classic Value Reduce 6.00% 111,575 0.21

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.