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.

"When a management with a reputation for brilliance tackles a business with a reputation for bad economics, it is usually the reputation of the business that remains intact."

-- Warren Buffett

Recent portfolio updates:

Michael Larson - Bill & Melinda Gates Foundation Trust    - updated 14 Nov 2008
David Einhorn - Greenlight Capital    - updated 14 Nov 2008
Michael F Price - MFP Investors    - updated 14 Nov 2008
Warren Buffett - Berkshire Hathaway    - updated 14 Nov 2008
Mason Hawkins - Longleaf Partners    - updated 14 Nov 2008
Ian Cumming - Leucadia National    - updated 14 Nov 2008
Seth Klarman - Baupost Group    - updated 14 Nov 2008
Bill Ackman - Pershing Square Capital Management    - updated 13 Nov 2008
David Carr, Larry Coats - Oak Value Trust    - updated 13 Nov 2008
Thomas S. Gayner - Markel Asset Management    - updated 12 Nov 2008
Arnold Van Den Berg - Century Management Advisers    - updated 07 Nov 2008
Wallace R. Weitz - Weitz Value    - updated 31 Oct 2008
Richard F. Aster - Meridian Value    - updated 30 Oct 2008
David Dreman - Dreman Concentrated Value    - updated 29 Oct 2008
Bruce Berkowitz - Fairholme    - updated 28 Oct 2008
Richard Pzena - Hancock Classic Value    - updated 20 Oct 2008
Christopher H. Browne - Tweedy Browne Value    - updated 17 Oct 2008
David A. Katz - Matrix Advisors Value    - updated 16 Oct 2008
John W. Rogers - Ariel Appreciation    - updated 16 Oct 2008
Charles K. Bobrinskoy - Ariel Focus    - updated 15 Oct 2008
John A. Gunn - Dodge & Cox    - updated 15 Oct 2008
Robert L. Rodriguez - FPA Capital    - updated 15 Oct 2008
Mark Hillman - Hillman Focused    - updated 13 Oct 2008
Donald Yacktman - Yacktman Focused    - updated 13 Oct 2008
William B. Frels - Mairs & Power Growth    - updated 13 Oct 2008
Robert Zagunis, Robert Millen - Jensen    - updated 13 Oct 2008
Jean-Marie Eveillard - First Eagle U.S. Value    - updated 29 Sep 2008
Whitney R. Tilson - Tilson Focus    - updated 26 Sep 2008
Ronald H. Muhlenkamp - Muhlenkamp    - updated 08 Sep 2008
Robert A. Olstein - Olstein Value    - updated 08 Sep 2008
Christopher Davis, Kenneth Feinberg - Clipper    - updated 05 Sep 2008
Robert Hagstrom - Legg Mason Growth Trust    - updated 05 Sep 2008
Harry Burn - Sound Shore    - updated 04 Sep 2008
Richard T. Cunniff - Sequoia    - updated 04 Sep 2008
Bill Miller - Legg Mason Value Trust    - updated 28 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
Connor Browne, William V. Fries - Thornburg Value    - updated 14 Aug 2008

Top 10 most owned stocks

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

Top 10 stocks as % of holdings

BRK.B - Berkshire Hathaway CL B
JEF - Jefferies Group Inc.
BRK.A - Berkshire Hathaway CL A
MSFT - Microsoft Corp.
TGT - Target Corp.
GE - General Electric
JNJ - Johnson & Johnson
AXP - American Express
COP - ConocoPhillips
WFC - Wells Fargo

Top 10 buys last qtr

EBAY - eBay Inc.
GE - General Electric
UNH - United Health Group Inc.
MSFT - Microsoft Corp.
NWS.A - News Corp.
ACF - AmeriCredit Corp.
DELL - Dell Inc.
OMC - Omnicom Group
ITW - Illinois Tool Works
TKTM - Ticketmaster

Top 10 buys last qtr by %

BRK.B - Berkshire Hathaway CL B
UNH - United Health Group Inc.
WB - Wachovia Corp.
EBAY - eBay Inc.
MSFT - Microsoft Corp.
EMC - EMC Corp.
LDG - Longs Drug Stores
WEN - Wendy's International
SHLD - Sears Holdings Corp.
LINE - Linn Energy LLC

Top 10 buys last 6 months

GE - General Electric
UNH - United Health Group Inc.
WLP - WellPoint Inc.
C - Citigroup Inc.
EBAY - eBay Inc.
MMM - 3M Co.
MSFT - Microsoft Corp.
DELL - Dell Inc.
CX - Cemex
AXP - American Express

Top 10 buys last 6 months by %

JEF - Jefferies Group Inc.
EMC - EMC Corp.
DPS - Dr Pepper Snapple Group Inc.
UNH - United Health Group Inc.
PFE - Pfizer Inc.
BRK.B - Berkshire Hathaway CL B
WLP - WellPoint Inc.
WB - Wachovia Corp.
MSFT - Microsoft Corp.
WEN - Wendy's International