No. of buys/adds (reported so far): 406

Q1 2013

SymbolStock%BuysHold Price*
MSFT Microsoft Corp. 0.303 9 $28.23
AAPL Apple Inc. 0.264 5 $453.56
BP BP plc 0.199 2 $42.31
AIG American Int'l. Group 0.198 6 $38.20
DTV DIRECTV Group Inc. 0.183 6 $56.60
ORCL Oracle Corp. 0.180 9 $32.56
ESRX Express Scripts 0.172 2 $57.63
COWN Cowen Group Inc. 0.152 1
HES Hess Corp. 0.145 3 $71.61
COH Coach Inc. 0.116 3 $50.73
FRX Forest Laboratories 0.114 2 $38.04
WFC Wells Fargo 0.113 4 $36.78
WSH Willis Group Holdings Plc 0.107 3 $39.16
EMC EMC Corp. 0.091 4 $24.01
LH Laboratory Corp. of America Holding 0.086 3 $90.19
VRX Valeant Pharmaceuticals Int'l 0.082 3 $71.79
APOL Apollo Group 0.080 3 $17.39
MCO Moody's Corp. 0.078 3 $53.32
ELN Elan Corp. Plc 0.078 2 $11.80
SWK Stanley Black & Decker Inc. 0.073 2 $79.19
HAL Halliburton Co. 0.072 2 $38.54
DECK Deckers Outdoor 0.071 1
HSP Hospira Inc. 0.070 4 $32.83
OIS Oil States International Inc. 0.069 1
QCOM QUALCOMM Inc. 0.067 4 $66.73
ITW Illinois Tool Works 0.066 2 $60.93
PM Philip Morris Intl. 0.065 3 $91.11
NS NuStar Energy 0.063 1
ADP Automatic Data Processing Inc. 0.062 3 $64.44
USB U.S. Bancorp 0.062 3 $33.69
NOV National Oilwell Varco Inc. 0.061 4 $70.45
NKE NIKE Inc. 0.061 2 $58.32
MCRS MICROS Systems 0.060 1
KO Coca Cola Co. 0.058 7 $40.39
ECL Ecolab Inc. 0.058 2 $80.18
ROVI Rovi Corp. 0.058 1
YHOO Yahoo Inc. 0.055 1 $22.19
RAI Reynolds American Inc. 0.055 1
COF Capital One Financial 0.054 3 $55.42
SPLS Staples Inc. 0.053 1 $13.12
WU Western Union Co. 0.051 4 $15.04
WMT Wal-Mart Stores 0.050 4 $74.28
CMP Compass Minerals International Inc. 0.050 1
DOW Dow Chemical 0.049 1 $31.84
AMGN Amgen 0.048 1 $102.50
SCHW Charles Schwab 0.046 3 $17.07
TGT Target Corp. 0.046 2 $68.45
ALTR Altera Corp. 0.046 1
RDS.A Royal Dutch Shell PLC 0.045 3 $49.53
ABT Abbott Labs 0.045 2 $35.32
MUR Murphy Oil 0.044 1 $63.73
KBR KBR Inc. 0.042 2 $32.08
HAR Harman Int'l Industries 0.041 1 $44.64
CBB Cincinnati Bell Inc. 0.039 1
DNB Dun & Bradstreet 0.039 1
LKQ LKQ Corp. 0.038 1 $21.49
BRK.B Berkshire Hathaway CL B 0.036 4 $103.24
GOOG Google Inc. 0.035 5 $773.38
JNJ Johnson & Johnson 0.035 4 $81.12
MET MetLife Inc. 0.035 3 $36.64
MDT Medtronic Inc. 0.035 3 $46.78
SHOS Sears Hometown & Outlet Stores 0.035 1 $40.35
DRI Darden Restaurants 0.033 1
VPRT VistaPrint Ltd. 0.032 1
SKUL Skullcandy Inc. 0.032 1
CLB Core Laboratories NV 0.031 2 $137.92
NEM Newmont Mining Corp. (Hldg. Co.) 0.031 1 $43.47
FIS Fidelity National Information Services 0.030 2 $39.62
CMCSA Comcast Corp. 0.030 2 $40.23
OXY Occidental Petroleum 0.030 1 $78.37
OAK Oaktree Capital Group LLC Cl A 0.030 1 $46.69
CHRW C.H. Robinson Worldwide 0.029 3 $59.46
PCLN Priceline.com Inc. 0.029 2 $688.07
BA Boeing Co. 0.029 2 $85.89
JWN Nordstrom 0.029 2 $55.26
VMED Virgin Media 0.029 1 $48.97
XOM Exxon Mobil Corp. 0.028 2 $89.68
GES Guess Inc. 0.028 1
OMG OM Group 0.028 1
SRCL Stericycle Inc. 0.028 1
TDG TransDigm Group Inc. 0.028 1 $152.92
BCOR Blucora Inc. 0.028 1
TDC Teradata Corp. 0.028 1
DPS Dr Pepper Snapple Group Inc. 0.028 1 $45.64
SLB Schlumberger Ltd. 0.027 3 $74.53
APA Apache Corp. 0.027 2 $78.08
MJN Mead Johnson Nutrition Co. 0.027 1
UNH United Health Group Inc. 0.026 2 $56.25
TMO Thermo Fisher Scientific 0.026 2 $71.67
BIDU Baidu Inc. 0.026 1
KSS Kohl's Corp. 0.025 3 $46.13
IEP Icahn Enterprises 0.025 1
ISRG Intuitive Surgical Inc. 0.025 1
HUM Humana Inc. 0.025 1
HPQ Hewlett-Packard 0.024 2 $23.26
RIG Transocean Inc. 0.024 1 $51.95
OCN Ocwen Financial Corp. 0.024 1
RCL Royal Caribbean Cruises Ltd. 0.024 1
NSM Nationstar Mortgage Holdings 0.023 1
LMDIA Liberty Media Entertainment A 0.023 1

* "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 portfolio dates being different, we calculate a weighted average price.