Oracle Corp. (ORCL)

Sector:Information Technology
Super Investor Stats:
Ownership count:12
Ownership Rank:7
% of all portfolios:1.066%
Hold Price * :$32.56
Portfolio Manager Activity Share change % change to portfolio
Q1  2013
hist Lou Simpson - SQ Advisors Add 63.69% 1,953,029 3.98
hist Thomas Russo - Gardner Russo & Gardner Add 56.72% 4,750 0.00
hist William Von Mueffling - Cantillon Capital Management Add 29.08% 2,371,980 2.44
hist Glenn Greenberg - Brave Warrior Advisors Add 25.23% 1,084,414 1.85
hist Richard Pzena - Hancock Classic Value Add 12.40% 198,525 0.30
hist Robert Zagunis - Jensen Add 6.03% 377,000 0.27
hist Steven Romick - FPA Crescent Fund Add 5.83% 339,600 0.17
hist Mark Hillman - Hillman Focused Add 5.26% 1,100 0.14
hist Thomas Gayner - Markel Asset Management Add 1.76% 11,400 0.01
hist Seth Klarman - Baupost Group Reduce 67.57% 7,057,195 7.77
hist David Tepper - Appaloosa Management Sell 100.00% 2,395,110 1.84
Q4  2012
hist Thomas Russo - Gardner Russo & Gardner Add 498.21% 6,975 0.00
hist Lou Simpson - SQ Advisors Add 44.58% 945,589 2.61
hist Steven Romick - FPA Crescent Fund Add 13.00% 670,000 0.37
hist Thomas Gayner - Markel Asset Management Add 4.47% 27,700 0.04
hist Glenn Greenberg - Brave Warrior Advisors Add 4.02% 166,166 0.33
hist William Von Mueffling - Cantillon Capital Management Reduce 1.27% 105,300 0.13
hist David Tepper - Appaloosa Management Reduce 13.51% 374,214 0.29
hist Seth Klarman - Baupost Group Reduce 22.64% 3,055,915 3.41
Q3  2012
hist Steven Romick - FPA Crescent Fund Add 15.58% 695,000 0.37
hist Lou Simpson - SQ Advisors Add 15.37% 282,524 0.76
hist Glenn Greenberg - Brave Warrior Advisors Add 3.14% 125,748 0.25
hist Thomas Gayner - Markel Asset Management Add 0.02% 100 0.00
hist William Von Mueffling - Cantillon Capital Management Reduce 1.96% 165,000 0.22
hist David Tepper - Appaloosa Management Reduce 10.60% 328,455 0.29
hist Thomas Russo - Gardner Russo & Gardner Reduce 13.85% 225 0.00
hist Seth Klarman - Baupost Group Reduce 14.56% 2,300,000 2.22
hist Richard Pzena - Hancock Classic Value Reduce 27.90% 619,325 1.35
Q2  2012
hist Glenn Greenberg - Brave Warrior Advisors Add 110.69% 2,104,864 4.43
hist Jean-Marie Eveillard - First Eagle U.S. Value Add 63.67% 728,654 1.10
View the full NASDAQ:ORCL chart at Wikinvest

* "Hold Price" is the term we use to indicate the price at which our Super Investors are happy to continue owning a security. It is the price of the security on 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.