We currently track the portfolios of the following Super Investors:
| Portfolio Manager - Firm | Portfolio value | No. of stocks | Top 10 holdings (left to right) | |||||||||
| Arnold Van Den Berg - Century Management Advisers | $101 M | 88 |
JEC
Jacobs Engineering Group
5.06% of portfolio Reported Price*: $48.84 |
CSCO
Cisco Systems
4.91% of portfolio Reported Price*: $20.85 |
BRK.B
Berkshire Hathaway CL B
3.83% of portfolio Reported Price*: $102.17 |
ORN
Orion Marine Group Inc.
3.64% of portfolio Reported Price*: $9.52 |
GLW
Corning Inc.
3.60% of portfolio Reported Price*: $12.61 |
NEM
Newmont Mining Corp. (Hldg. Co.)
3.40% of portfolio Reported Price*: $40.29 |
WFC
Wells Fargo
3.30% of portfolio Reported Price*: $35.08 |
ASTE
Astec Industries
2.95% of portfolio Reported Price*: $35.61 |
AMAT
Applied Materials
2.85% of portfolio Reported Price*: $13.70 |
INTC
Intel Corp.
2.83% of portfolio Reported Price*: $20.85 |
| Bill Ackman - Pershing Square Capital Management | $9.99 B | 9 |
CP
Canadian Pacific Railway
31.54% of portfolio Reported Price*: $130.47 |
PG
Procter & Gamble
21.55% of portfolio Reported Price*: $77.06 |
GGP
Genl Growth Properties
14.87% of portfolio Reported Price*: $19.88 |
BEAM
Beam Inc.
13.24% of portfolio Reported Price*: $63.54 |
BKW
Burger King Worldwide Inc.
7.33% of portfolio Reported Price*: $19.10 |
JCP
Penney (J.C.)
5.91% of portfolio Reported Price*: $15.11 |
HHC
Howard Hughes Corp.
2.99% of portfolio Reported Price*: $83.81 |
MDLZ
Mondelez International
1.83% of portfolio Reported Price*: $30.61 |
MATX
Matson Inc.
0.75% of portfolio Reported Price*: $24.60 | |
| Bill Nasgovitz - Heartland Select Value | $672 M | 50 |
URS
URS Corp.
3.13% of portfolio Reported Price*: $47.41 |
ENH
Endurance Specialty Holdings Ltd.
2.85% of portfolio Reported Price*: $47.81 |
HES
Hess Corp.
2.79% of portfolio Reported Price*: $71.61 |
HSP
Hospira Inc.
2.78% of portfolio Reported Price*: $32.83 |
BG
Bunge Ltd.
2.70% of portfolio Reported Price*: $73.83 |
TDW
Tidewater Inc.
2.68% of portfolio Reported Price*: $50.50 |
TEL
TE Connectivity
2.66% of portfolio Reported Price*: $41.93 |
COF
Capital One Financial
2.65% of portfolio Reported Price*: $54.95 |
BSX
Boston Scientific
2.63% of portfolio Reported Price*: $7.81 |
BK
Bank of New York
2.61% of portfolio Reported Price*: $27.99 |
| Bill Nygren - Oakmark Select | $3.04 B | 20 |
TRW
TRW Automotive Holdings Corp.
7.05% of portfolio Reported Price*: $53.61 |
DISCK
Discovery Communications Inc. CL C
6.56% of portfolio Reported Price*: $58.49 |
BAC
Bank of America Corp.
6.52% of portfolio Reported Price*: $11.60 |
TEL
TE Connectivity
6.46% of portfolio Reported Price*: $37.12 |
COF
Capital One Financial
5.81% of portfolio Reported Price*: $57.93 |
JPM
JPMorgan Chase & Co.
5.78% of portfolio Reported Price*: $43.97 |
NFX
Newfield Exploration
5.32% of portfolio Reported Price*: $26.78 |
MA
Mastercard Inc.
5.09% of portfolio Reported Price*: $491.28 |
LINTA
Liberty Media Interactive
5.05% of portfolio Reported Price*: $19.68 |
AIG
American Int'l. Group
5.00% of portfolio Reported Price*: $35.30 |
| Bruce Berkowitz - Fairholme Fund | $5.69 B | 8 |
AIG
American Int'l. Group
53.59% of portfolio Reported Price*: $38.01 |
BAC
Bank of America Corp.
16.10% of portfolio Reported Price*: $11.23 |
SHLD
Sears Holdings Corp.
11.23% of portfolio Reported Price*: $45.00 |
JOE
St. Joe Co.
8.79% of portfolio Reported Price*: $21.63 |
LUK
Leucadia National Corp.
5.78% of portfolio Reported Price*: $26.90 |
MBI
MBIA Inc.
3.48% of portfolio Reported Price*: $9.67 |
SEARF
Sears Canada Inc.
0.98% of portfolio Reported Price*: $9.17 |
OSH
Orchard Supply Hardware Stores
0.05% of portfolio Reported Price*: $4.66 | ||
| Charles Bobrinskoy - Ariel Focus | $46 M | 28 |
MSFT
Microsoft Corp.
6.14% of portfolio Reported Price*: $28.61 |
WAG
Walgreen Co.
5.72% of portfolio Reported Price*: $47.69 |
JNJ
Johnson & Johnson
5.45% of portfolio Reported Price*: $81.53 |
WU
Western Union Co.
4.90% of portfolio Reported Price*: $15.04 |
TGT
Target Corp.
4.81% of portfolio Reported Price*: $68.46 |
LMT
Lockheed Martin Corp.
4.69% of portfolio Reported Price*: $96.52 |
OMC
Omnicom Group
4.56% of portfolio Reported Price*: $58.91 |
NOV
National Oilwell Varco Inc.
4.10% of portfolio Reported Price*: $70.75 |
XOM
Exxon Mobil Corp.
4.01% of portfolio Reported Price*: $90.10 |
JPM
JPMorgan Chase & Co.
3.98% of portfolio Reported Price*: $47.47 |
| Christopher Davis, Kenneth Feinberg - Clipper | $972 M | 25 |
AXP
American Express
13.03% of portfolio Reported Price*: $57.48 |
BRK.A
Berkshire Hathaway CL A
9.78% of portfolio Reported Price*: $134060.65 |
COST
Costco Co.
9.32% of portfolio Reported Price*: $98.81 |
CVS
CVS Caremark Corp.
8.54% of portfolio Reported Price*: $48.35 |
L
Loews Corp.
7.37% of portfolio Reported Price*: $40.75 |
CNQ
Canadian Natural Resources
7.19% of portfolio Reported Price*: $28.87 |
BK
Bank of New York
6.84% of portfolio Reported Price*: $25.70 |
Y
Alleghany Corp.
5.46% of portfolio Reported Price*: $335.42 |
OAK
Oaktree Capital Group LLC Cl A
5.45% of portfolio Reported Price*: $45.49 |
GOOG
Google Inc.
4.38% of portfolio Reported Price*: $709.27 |
| Chuck Akre - Akre Capital Management | $1.75 B | 35 |
MA
Mastercard Inc.
10.58% of portfolio Reported Price*: $541.13 |
MCO
Moody's Corp.
7.74% of portfolio Reported Price*: $53.32 |
AMT
American Tower Corp.
7.44% of portfolio Reported Price*: $76.92 |
MKL
Markel Corp.
7.11% of portfolio Reported Price*: $503.50 |
DLTR
Dollar Tree Inc.
6.87% of portfolio Reported Price*: $48.43 |
ROST
Ross Stores
6.72% of portfolio Reported Price*: $60.62 |
DTV
DIRECTV Group Inc.
5.18% of portfolio Reported Price*: $56.59 |
ORLY
O'Reilly Automotive
4.83% of portfolio Reported Price*: $102.44 |
CFX
Colfax Corp.
4.31% of portfolio Reported Price*: $46.54 |
AMTD
TD Ameritrade Holding Corp.
3.73% of portfolio Reported Price*: $20.62 |
| David Einhorn - Greenlight Capital | $6.25 B | 36 |
AAPL
Apple Inc.
16.97% of portfolio Reported Price*: $442.66 |
GM
General Motors
9.42% of portfolio Reported Price*: $27.82 |
MRVL
Marvell Technology Group Ltd.
8.76% of portfolio Reported Price*: $10.57 |
CI
CIGNA Corp.
8.16% of portfolio Reported Price*: $62.37 |
AET
Aetna Inc.
5.32% of portfolio Reported Price*: $51.13 |
CSC
Computer Sciences Corp.
4.66% of portfolio Reported Price*: $49.23 |
DLPH
Delphi Automotive plc
4.25% of portfolio Reported Price*: $44.40 |
NCR
NCR Corp.
4.13% of portfolio Reported Price*: $27.56 |
VMED
Virgin Media
3.85% of portfolio Reported Price*: $48.97 |
OIS
Oil States International Inc.
3.52% of portfolio Reported Price*: $81.57 |
| David Katz - Matrix Advisors Value | $57 M | 34 |
WFC
Wells Fargo
4.24% of portfolio Reported Price*: $36.98 |
MET
MetLife Inc.
4.13% of portfolio Reported Price*: $38.02 |
JPM
JPMorgan Chase & Co.
4.11% of portfolio Reported Price*: $47.47 |
STT
State Street Corp.
4.10% of portfolio Reported Price*: $59.08 |
SCHW
Charles Schwab
3.74% of portfolio Reported Price*: $17.69 |
TDW
Tidewater Inc.
3.66% of portfolio Reported Price*: $50.51 |
DVN
Devon Energy Corp.
3.63% of portfolio Reported Price*: $56.41 |
PG
Procter & Gamble
3.60% of portfolio Reported Price*: $77.06 |
JNJ
Johnson & Johnson
3.53% of portfolio Reported Price*: $81.51 |
GLW
Corning Inc.
3.53% of portfolio Reported Price*: $13.33 |
| David Rolfe - Wedgewood Partners | $2.92 B | 22 |
AAPL
Apple Inc.
9.68% of portfolio Reported Price*: $442.66 |
BRK.B
Berkshire Hathaway CL B
6.95% of portfolio Reported Price*: $104.20 |
QCOM
QUALCOMM Inc.
6.84% of portfolio Reported Price*: $66.95 |
GOOG
Google Inc.
6.16% of portfolio Reported Price*: $794.19 |
ESRX
Express Scripts
5.75% of portfolio Reported Price*: $57.65 |
CTSH
Cognizant Technology Solutions
4.87% of portfolio Reported Price*: $76.61 |
CMI
Cummins Inc.
4.74% of portfolio Reported Price*: $115.81 |
VAR
Varian Medical Systems
4.51% of portfolio Reported Price*: $72.00 |
V
Visa Inc.
4.06% of portfolio Reported Price*: $169.84 |
EMC
EMC Corp.
4.02% of portfolio Reported Price*: $23.89 |
| David Tepper - Appaloosa Management | $4.54 B | 56 |
C
Citigroup Inc.
8.30% of portfolio Reported Price*: $44.24 |
UAL
United Continental Holdings
6.00% of portfolio Reported Price*: $32.01 |
AAPL
Apple Inc.
5.26% of portfolio Reported Price*: $442.63 |
QCOM
QUALCOMM Inc.
4.39% of portfolio Reported Price*: $66.95 |
GT
Goodyear Tire & Rubber
4.23% of portfolio Reported Price*: $12.61 |
LCC
US Airways Group Inc.
4.00% of portfolio Reported Price*: $16.97 |
HCA
HCA Inc
3.87% of portfolio Reported Price*: $40.63 |
MET
MetLife Inc.
3.85% of portfolio Reported Price*: $38.02 |
AIG
American Int'l. Group
3.70% of portfolio Reported Price*: $38.82 |
DAL
Delta Air Lines Inc.
3.57% of portfolio Reported Price*: $16.51 |
| David Winters - Wintergreen Advisers | $906 M | 13 |
BRK.B
Berkshire Hathaway CL B
14.43% of portfolio Reported Price*: $104.20 |
BEN
Franklin Resources
12.91% of portfolio Reported Price*: $150.81 |
PM
Philip Morris Intl.
11.85% of portfolio Reported Price*: $92.71 |
CNQ
Canadian Natural Resources
10.73% of portfolio Reported Price*: $32.06 |
RAI
Reynolds American Inc.
10.04% of portfolio Reported Price*: $44.49 |
MA
Mastercard Inc.
9.48% of portfolio Reported Price*: $541.13 |
KO
Coca Cola Co.
9.04% of portfolio Reported Price*: $40.44 |
MO
Altria Group Inc.
7.92% of portfolio Reported Price*: $34.39 |
CTO
Consolidated Tomoka Land Co.
6.68% of portfolio Reported Price*: $39.25 |
GOOG
Google Inc.
3.27% of portfolio Reported Price*: $794.04 |
| Dodge & Cox Team - Dodge & Cox | $44.1 B | 73 |
HPQ
Hewlett-Packard
3.76% of portfolio Reported Price*: $23.84 |
WFC
Wells Fargo
3.68% of portfolio Reported Price*: $36.99 |
COF
Capital One Financial
3.63% of portfolio Reported Price*: $54.95 |
CMCSA
Comcast Corp.
3.62% of portfolio Reported Price*: $42.01 |
SNY
Sanofi Aventis
3.23% of portfolio Reported Price*: $51.08 |
TWX
Time Warner Inc.
3.21% of portfolio Reported Price*: $57.62 |
NVS
Novartis AG
3.06% of portfolio Reported Price*: $71.24 |
MRK
Merck & Co.
3.02% of portfolio Reported Price*: $44.23 |
S
Sprint Nextel Corp.
2.98% of portfolio Reported Price*: $6.21 |
MSFT
Microsoft Corp.
2.92% of portfolio Reported Price*: $28.61 |
| Donald Yacktman - Yacktman Focused | $7.31 B | 36 |
NWSA
News Corp.
12.20% of portfolio Reported Price*: $30.52 |
PG
Procter & Gamble
12.12% of portfolio Reported Price*: $77.06 |
PEP
PepsiCo Inc.
10.06% of portfolio Reported Price*: $79.11 |
MSFT
Microsoft Corp.
6.03% of portfolio Reported Price*: $28.61 |
SYY
Sysco Corp.
5.77% of portfolio Reported Price*: $35.17 |
CSCO
Cisco Systems
5.72% of portfolio Reported Price*: $20.91 |
KO
Coca Cola Co.
4.98% of portfolio Reported Price*: $40.44 |
BCR
Bard (C.R.) Inc.
4.62% of portfolio Reported Price*: $100.78 |
SYK
Stryker Corp.
4.55% of portfolio Reported Price*: $65.24 |
JNJ
Johnson & Johnson
4.24% of portfolio Reported Price*: $81.53 |
| Eddie Lampert - RBS Partners | $4.03 B | 8 |
SHLD
Sears Holdings Corp.
42.04% of portfolio Reported Price*: $49.97 |
AN
AutoNation Inc.
34.18% of portfolio Reported Price*: $43.75 |
GPS
Gap
12.24% of portfolio Reported Price*: $35.40 |
SHOS
Sears Hometown & Outlet Stores
9.11% of portfolio Reported Price*: $40.35 |
GNW
Genworth Financial Inc.
2.08% of portfolio Reported Price*: $10.00 |
SFI
iStar Financial Inc.
0.23% of portfolio Reported Price*: $10.89 |
OSH
Orchard Supply Hardware Stores
0.10% of portfolio Reported Price*: $3.96 |
COF
Capital One Financial
0.01% of portfolio Reported Price*: $54.93 | ||
| Glenn Greenberg - Brave Warrior Advisors | $1.9 B | 12 |
VRX
Valeant Pharmaceuticals Int'l
26.09% of portfolio Reported Price*: $75.02 |
ESRX
Express Scripts
12.15% of portfolio Reported Price*: $57.62 |
VPRT
VistaPrint Ltd.
11.63% of portfolio Reported Price*: $38.66 |
ORCL
Oracle Corp.
9.18% of portfolio Reported Price*: $32.33 |
SCHW
Charles Schwab
8.17% of portfolio Reported Price*: $17.69 |
FISV
Fiserv Inc.
6.67% of portfolio Reported Price*: $87.86 |
PRI
Primerica, Inc.
5.72% of portfolio Reported Price*: $32.78 |
CMCSK
Comcast Corp. CL A Spl
5.69% of portfolio Reported Price*: $39.61 |
GOOG
Google Inc.
5.33% of portfolio Reported Price*: $794.19 |
HAL
Halliburton Co.
3.23% of portfolio Reported Price*: $40.41 |
| Harry Burn - Sound Shore | $1.45 B | 40 |
STT
State Street Corp.
3.15% of portfolio Reported Price*: $47.01 |
TXN
Texas Instruments
3.08% of portfolio Reported Price*: $30.94 |
AIG
American Int'l. Group
3.04% of portfolio Reported Price*: $35.30 |
COF
Capital One Financial
2.96% of portfolio Reported Price*: $57.93 |
GOOG
Google Inc.
2.95% of portfolio Reported Price*: $709.37 |
BAC
Bank of America Corp.
2.94% of portfolio Reported Price*: $11.60 |
C
Citigroup Inc.
2.92% of portfolio Reported Price*: $39.56 |
SNY
Sanofi Aventis
2.90% of portfolio Reported Price*: $47.38 |
MSFT
Microsoft Corp.
2.88% of portfolio Reported Price*: $26.73 |
PFE
Pfizer Inc.
2.86% of portfolio Reported Price*: $25.08 |
| Ian Cumming - Leucadia National | $37 M | 2 |
INTL
INTL FCStone Inc.
76.82% of portfolio Reported Price*: $17.41 |
COWN
Cowen Group Inc.
23.18% of portfolio Reported Price*: $2.82 | ||||||||
| Irving Kahn - Kahn Brothers Group | $679 M | 47 |
PFE
Pfizer Inc.
10.94% of portfolio Reported Price*: $28.86 |
C
Citigroup Inc.
8.97% of portfolio Reported Price*: $44.24 |
NYCB
New York Community Bancorp
8.17% of portfolio Reported Price*: $14.35 |
MRK
Merck & Co.
7.58% of portfolio Reported Price*: $44.20 |
NYT
New York Times Cl. A
7.44% of portfolio Reported Price*: $9.80 |
NTE
Nam Tai Electronics Inc.
6.86% of portfolio Reported Price*: $13.60 |
PTEN
Patterson UTI-Energy
6.78% of portfolio Reported Price*: $23.84 |
ORI
Old Republic International
6.45% of portfolio Reported Price*: $12.71 |
SEB
Seaboard Corp.
5.78% of portfolio Reported Price*: $2799.99 |
SLM
SLM Corp.
5.52% of portfolio Reported Price*: $20.50 |
| Jean-Marie Eveillard - First Eagle U.S. Value | $2.29 B | 68 |
CMCSK
Comcast Corp. CL A Spl
3.92% of portfolio Reported Price*: $36.73 |
CSCO
Cisco Systems
3.62% of portfolio Reported Price*: $20.57 |
SYY
Sysco Corp.
3.39% of portfolio Reported Price*: $31.77 |
MSFT
Microsoft Corp.
3.36% of portfolio Reported Price*: $27.47 |
BK
Bank of New York
3.13% of portfolio Reported Price*: $27.16 |
ORCL
Oracle Corp.
2.91% of portfolio Reported Price*: $35.51 |
INTC
Intel Corp.
2.81% of portfolio Reported Price*: $21.04 |
MMM
3M Co.
2.80% of portfolio Reported Price*: $100.55 |
COP
ConocoPhillips
2.58% of portfolio Reported Price*: $58.00 |
ATK
Alliant Techsystems
2.53% of portfolio Reported Price*: $64.72 |
| Jeffrey Ubben - ValueAct Capital | $8.84 B | 15 |
MSI
Motorola Solutions Inc.
20.94% of portfolio Reported Price*: $64.03 |
ADBE
Adobe Systems
15.41% of portfolio Reported Price*: $43.51 |
VRX
Valeant Pharmaceuticals Int'l
14.90% of portfolio Reported Price*: $75.02 |
MSFT
Microsoft Corp.
10.79% of portfolio Reported Price*: $28.61 |
CBG
CBRE Group
9.14% of portfolio Reported Price*: $25.25 |
COL
Rockwell Collins
7.98% of portfolio Reported Price*: $63.12 |
WSH
Willis Group Holdings Plc
7.37% of portfolio Reported Price*: $39.49 |
BCR
Bard (C.R.) Inc.
4.12% of portfolio Reported Price*: $100.78 |
MCRS
MICROS Systems
3.05% of portfolio Reported Price*: $45.51 |
MSCI
MSCI Inc.
2.36% of portfolio Reported Price*: $33.93 |
| John Rogers - Ariel Appreciation | $1.51 B | 42 |
IPG
Interpublic Group
4.68% of portfolio Reported Price*: $13.03 |
LAZ
Lazard Ltd.
4.20% of portfolio Reported Price*: $34.13 |
TMO
Thermo Fisher Scientific
3.96% of portfolio Reported Price*: $76.49 |
NTRS
Northern Trust Corp.
3.70% of portfolio Reported Price*: $54.56 |
AFL
AFLAC Inc.
3.47% of portfolio Reported Price*: $52.02 |
VIA.B
Viacom Inc.
3.27% of portfolio Reported Price*: $61.57 |
STJ
St Jude Medical
3.24% of portfolio Reported Price*: $40.44 |
FAF
First Amer'n Corp.
3.21% of portfolio Reported Price*: $25.57 |
IGT
International Game Technology
3.17% of portfolio Reported Price*: $16.50 |
BX
The Blackstone Group
3.15% of portfolio Reported Price*: $19.78 |
| Lou Simpson - SQ Advisors | $1.59 B | 15 |
BRK.B
Berkshire Hathaway CL B
10.40% of portfolio Reported Price*: $104.20 |
ORCL
Oracle Corp.
10.24% of portfolio Reported Price*: $32.33 |
DTV
DIRECTV Group Inc.
10.23% of portfolio Reported Price*: $56.60 |
TEL
TE Connectivity
9.23% of portfolio Reported Price*: $41.93 |
WFC
Wells Fargo
8.38% of portfolio Reported Price*: $36.99 |
SCHW
Charles Schwab
8.15% of portfolio Reported Price*: $17.69 |
VRX
Valeant Pharmaceuticals Int'l
7.94% of portfolio Reported Price*: $75.03 |
MCO
Moody's Corp.
6.80% of portfolio Reported Price*: $53.32 |
CCK
Crown Holdings
6.79% of portfolio Reported Price*: $41.61 |
FISV
Fiserv Inc.
6.21% of portfolio Reported Price*: $87.85 |
| Mark Hillman - Hillman Focused | $25 M | 37 |
SPLS
Staples Inc.
4.84% of portfolio Reported Price*: $13.42 |
BAC
Bank of America Corp.
3.69% of portfolio Reported Price*: $12.18 |
RTN
Raytheon Co.
3.53% of portfolio Reported Price*: $58.80 |
BA
Boeing Co.
3.44% of portfolio Reported Price*: $85.90 |
BBY
Best Buy Co. Inc.
3.10% of portfolio Reported Price*: $22.14 |
K
Kellogg Co.
3.09% of portfolio Reported Price*: $64.42 |
GE
General Electric
3.05% of portfolio Reported Price*: $23.13 |
AXP
American Express
2.97% of portfolio Reported Price*: $67.45 |
AET
Aetna Inc.
2.97% of portfolio Reported Price*: $51.10 |
HPQ
Hewlett-Packard
2.96% of portfolio Reported Price*: $23.84 |
| Mason Hawkins - Longleaf Partners | $6.47 B | 17 |
L
Loews Corp.
9.44% of portfolio Reported Price*: $44.07 |
CHK
Chesapeake Energy
8.65% of portfolio Reported Price*: $20.41 |
DTV
DIRECTV Group Inc.
8.06% of portfolio Reported Price*: $56.61 |
FDX
FedEx Corp.
7.73% of portfolio Reported Price*: $98.20 |
DELL
Dell Inc.
6.84% of portfolio Reported Price*: $14.33 |
CNX
CONSOL Energy Inc.
6.54% of portfolio Reported Price*: $33.65 |
TRV
Travelers Companies Inc.
6.24% of portfolio Reported Price*: $84.19 |
PHGFF
KONINKLIJKE PHILIPS
6.22% of portfolio Reported Price*: $29.59 |
AON
Aon Corp.
6.21% of portfolio Reported Price*: $61.50 |
BK
Bank of New York
6.17% of portfolio Reported Price*: $27.99 |
| Meridian Fund - Meridian Value | $620 M | 56 |
LKQ
LKQ Corp.
3.56% of portfolio Reported Price*: $21.10 |
BR
Broadridge Financial Solutions
3.36% of portfolio Reported Price*: $22.88 |
EFX
Equifax Inc.
3.14% of portfolio Reported Price*: $54.12 |
FLS
Flowserve Corp.
2.97% of portfolio Reported Price*: $146.80 |
HE
Hawaiian Electric Industries
2.84% of portfolio Reported Price*: $25.14 |
COST
Costco Co.
2.58% of portfolio Reported Price*: $98.77 |
SCS
Steelcase Inc.
2.43% of portfolio Reported Price*: $12.74 |
EOG
EOG Resources
2.34% of portfolio Reported Price*: $120.79 |
HAE
Haemonetics Corp.
2.34% of portfolio Reported Price*: $40.84 |
MON
Monsanto Co.
2.32% of portfolio Reported Price*: $94.65 |
| Michael Larson - Bill & Melinda Gates Foundation Trust | $18.1 B | 26 |
BRK.B
Berkshire Hathaway CL B
46.48% of portfolio Reported Price*: $104.20 |
KO
Coca Cola Co.
7.59% of portfolio Reported Price*: $40.44 |
KOF
Coca-Cola FEMSA S A CV
5.62% of portfolio Reported Price*: $163.77 |
MCD
McDonald's Corp.
5.43% of portfolio Reported Price*: $99.69 |
CAT
Caterpillar Inc.
4.93% of portfolio Reported Price*: $86.97 |
CNI
Canadian Natl Railway Co.
4.74% of portfolio Reported Price*: $100.30 |
WMT
Wal-Mart Stores
4.59% of portfolio Reported Price*: $74.83 |
WM
Waste Management Inc.
4.03% of portfolio Reported Price*: $39.21 |
XOM
Exxon Mobil Corp.
3.80% of portfolio Reported Price*: $90.11 |
TV
Grupo Televisa SA
2.48% of portfolio Reported Price*: $26.61 |
| Michael Price - MFP Investors | $756 M | 93 |
WCBO
West Coast Bancorp
5.48% of portfolio Reported Price*: $24.28 |
INTC
Intel Corp.
5.23% of portfolio Reported Price*: $21.84 |
HES
Hess Corp.
5.21% of portfolio Reported Price*: $71.61 |
C
Citigroup Inc.
4.69% of portfolio Reported Price*: $44.24 |
Y
Alleghany Corp.
4.61% of portfolio Reported Price*: $395.92 |
FXCM
FXCM Inc.
3.90% of portfolio Reported Price*: $13.68 |
MHP
McGraw-Hill
3.50% of portfolio Reported Price*: $52.08 |
GLF
Gulfmark Offshore Inc.
3.18% of portfolio Reported Price*: $38.96 |
BDX
Becton Dickinson
3.07% of portfolio Reported Price*: $95.61 |
RUTH
Ruth's Hospitality Group Inc.
2.77% of portfolio Reported Price*: $9.54 |
| Mohnish Pabrai - Pabrai Investments | $270 M | 5 |
BAC
Bank of America Corp.
33.88% of portfolio Reported Price*: $12.18 |
C
Citigroup Inc.
25.59% of portfolio Reported Price*: $44.24 |
CHK
Chesapeake Energy
24.33% of portfolio Reported Price*: $20.41 |
ZINC
Horsehead Holding Corp.
8.45% of portfolio Reported Price*: $10.88 |
GS
Goldman Sachs Group
7.74% of portfolio Reported Price*: $147.15 | |||||
| Prem Watsa - Fairfax Financial Holdings | $2.58 B | 40 |
BBRY
Research In Motion
29.04% of portfolio Reported Price*: $14.44 |
JNJ
Johnson & Johnson
18.78% of portfolio Reported Price*: $81.47 |
RFP
Resolute Forest Products
15.55% of portfolio Reported Price*: $16.18 |
LVLT
Level 3 Communications Inc.
10.17% of portfolio Reported Price*: $20.28 |
SD
SandRidge Energy Inc.
6.62% of portfolio Reported Price*: $5.26 |
DELL
Dell Inc.
4.98% of portfolio Reported Price*: $14.31 |
USB
U.S. Bancorp
3.83% of portfolio Reported Price*: $33.90 |
XCO
EXCO Resources Inc.
2.99% of portfolio Reported Price*: $7.13 |
WFC
Wells Fargo
1.90% of portfolio Reported Price*: $36.96 |
OSTK
Overstock.com Inc.
1.62% of portfolio Reported Price*: $12.29 |
| Richard Cunniff - Sequoia | $4.7 B | 43 |
VRX
Valeant Pharmaceuticals Int'l
14.40% of portfolio Reported Price*: $59.77 |
TJX
TJX Companies Inc.
9.28% of portfolio Reported Price*: $42.45 |
BRK.A
Berkshire Hathaway CL A
9.09% of portfolio Reported Price*: $134059.91 |
FAST
Fastenal
6.91% of portfolio Reported Price*: $46.69 |
MHK
Mohawk Industries
5.00% of portfolio Reported Price*: $90.47 |
BRK.B
Berkshire Hathaway CL B
4.41% of portfolio Reported Price*: $89.70 |
IDXX
IDEXX Laboratories
3.94% of portfolio Reported Price*: $92.80 |
AAP
Advance Auto Parts
3.85% of portfolio Reported Price*: $72.35 |
PCP
Precision Castparts
3.82% of portfolio Reported Price*: $189.42 |
RYCEF
Rolls-Royce GP Plc
3.74% of portfolio Reported Price*: $14.19 |
| Richard Pzena - Hancock Classic Value | $2.13 B | 39 |
HPQ
Hewlett-Packard
5.71% of portfolio Reported Price*: $23.84 |
BP
BP plc
4.49% of portfolio Reported Price*: $42.35 |
RDS.A
Royal Dutch Shell PLC
3.92% of portfolio Reported Price*: $65.16 |
AXS
Axis Capital Holdings Ltd.
3.58% of portfolio Reported Price*: $41.62 |
OMC
Omnicom Group
3.56% of portfolio Reported Price*: $58.90 |
SPLS
Staples Inc.
3.35% of portfolio Reported Price*: $13.43 |
BDX
Becton Dickinson
3.20% of portfolio Reported Price*: $95.61 |
MET
MetLife Inc.
3.06% of portfolio Reported Price*: $38.02 |
LLL
L-3 Communications Holdings
3.05% of portfolio Reported Price*: $80.92 |
TEL
TE Connectivity
3.02% of portfolio Reported Price*: $41.93 |
| Robert Olstein - Olstein Value | $495 M | 88 |
HAR
Harman Int'l Industries
2.03% of portfolio Reported Price*: $44.64 |
CSCO
Cisco Systems
1.99% of portfolio Reported Price*: $19.65 |
MSFT
Microsoft Corp.
1.99% of portfolio Reported Price*: $26.73 |
DD
Du Pont (E.I.)
1.96% of portfolio Reported Price*: $44.97 |
M
Macy's Inc.
1.88% of portfolio Reported Price*: $39.02 |
BBBY
Bed Bath & Beyond
1.76% of portfolio Reported Price*: $55.91 |
A
Agilent Technologies
1.72% of portfolio Reported Price*: $40.94 |
LM
Legg Mason
1.69% of portfolio Reported Price*: $25.72 |
INTC
Intel Corp.
1.65% of portfolio Reported Price*: $20.63 |
ABB
ABB Ltd.
1.64% of portfolio Reported Price*: $20.79 |
| Robert Rodriguez - FPA Capital | $855 M | 27 |
RDC
Rowan Cos.
10.76% of portfolio Reported Price*: $35.36 |
ARW
Arrow Electronics
10.07% of portfolio Reported Price*: $40.62 |
AVT
Avnet Inc.
9.87% of portfolio Reported Price*: $36.20 |
WDC
Western Digital
8.64% of portfolio Reported Price*: $50.28 |
ROSE
Rosetta Resources Inc.
8.02% of portfolio Reported Price*: $47.58 |
OSK
Oshkosh Corp.
6.29% of portfolio Reported Price*: $42.49 |
ESV
ENSCO PLC
5.91% of portfolio Reported Price*: $60.00 |
IDCC
InterDigital Inc.
5.15% of portfolio Reported Price*: $47.83 |
DV
DeVRY Inc.
3.77% of portfolio Reported Price*: $31.75 |
NFX
Newfield Exploration
2.85% of portfolio Reported Price*: $22.42 |
| Robert Torray - Torray | $340 M | 31 |
WFC
Wells Fargo
4.14% of portfolio Reported Price*: $36.99 |
WAG
Walgreen Co.
4.13% of portfolio Reported Price*: $47.68 |
GE
General Electric
4.00% of portfolio Reported Price*: $23.12 |
SYY
Sysco Corp.
3.99% of portfolio Reported Price*: $35.17 |
JNJ
Johnson & Johnson
3.91% of portfolio Reported Price*: $81.53 |
BAX
Baxter International Inc.
3.71% of portfolio Reported Price*: $72.64 |
GCI
Gannett Co.
3.71% of portfolio Reported Price*: $21.87 |
IBM
International Bus. Machines
3.68% of portfolio Reported Price*: $213.30 |
CB
Chubb Corp.
3.65% of portfolio Reported Price*: $87.53 |
L
Loews Corp.
3.60% of portfolio Reported Price*: $44.07 |
| Robert Zagunis - Jensen | $4.47 B | 29 |
PEP
PepsiCo Inc.
5.64% of portfolio Reported Price*: $79.11 |
MMM
3M Co.
5.35% of portfolio Reported Price*: $106.31 |
UTX
United Technologies
5.19% of portfolio Reported Price*: $93.43 |
PG
Procter & Gamble
5.18% of portfolio Reported Price*: $77.06 |
ORCL
Oracle Corp.
4.80% of portfolio Reported Price*: $32.34 |
CL
Colgate-Palmolive
4.33% of portfolio Reported Price*: $59.02 |
OMC
Omnicom Group
4.19% of portfolio Reported Price*: $58.90 |
ADP
Automatic Data Processing Inc.
4.06% of portfolio Reported Price*: $65.02 |
MSFT
Microsoft Corp.
3.83% of portfolio Reported Price*: $28.61 |
TROW
T. Rowe Price Group
3.74% of portfolio Reported Price*: $74.87 |
| Ronald Muhlenkamp - Muhlenkamp | $421 M | 46 |
PM
Philip Morris Intl.
5.77% of portfolio Reported Price*: $83.64 |
ADS
Alliance Data Systems
5.50% of portfolio Reported Price*: $144.76 |
MSFT
Microsoft Corp.
5.02% of portfolio Reported Price*: $26.73 |
SAH
Sonic Automotive Inc.
4.88% of portfolio Reported Price*: $20.89 |
INTC
Intel Corp.
4.74% of portfolio Reported Price*: $20.63 |
COV
Covidien Plc.
4.73% of portfolio Reported Price*: $57.74 |
STT
State Street Corp.
4.36% of portfolio Reported Price*: $47.01 |
JPM
JPMorgan Chase & Co.
4.25% of portfolio Reported Price*: $43.97 |
HAL
Halliburton Co.
3.35% of portfolio Reported Price*: $34.69 |
ORCL
Oracle Corp.
3.17% of portfolio Reported Price*: $33.32 |
| Sam Peters - Legg Mason Value Trust | $2.28 B | 46 |
JPM
JPMorgan Chase & Co.
3.75% of portfolio Reported Price*: $47.46 |
AAPL
Apple Inc.
3.49% of portfolio Reported Price*: $442.63 |
F
Ford Motor
3.46% of portfolio Reported Price*: $13.15 |
CVX
Chevron Corp.
3.13% of portfolio Reported Price*: $118.82 |
MCD
McDonald's Corp.
3.06% of portfolio Reported Price*: $99.69 |
C
Citigroup Inc.
2.91% of portfolio Reported Price*: $44.24 |
UTX
United Technologies
2.87% of portfolio Reported Price*: $93.43 |
MET
MetLife Inc.
2.84% of portfolio Reported Price*: $38.02 |
PFE
Pfizer Inc.
2.66% of portfolio Reported Price*: $28.86 |
CELG
Celgene Corp.
2.54% of portfolio Reported Price*: $115.91 |
| Seth Klarman - Baupost Group | $2.93 B | 18 |
BP
BP plc
24.73% of portfolio Reported Price*: $42.35 |
VSAT
Viasat Inc.
18.16% of portfolio Reported Price*: $48.44 |
AIG
American Int'l. Group
15.68% of portfolio Reported Price*: $38.82 |
THRX
Theravance Inc.
10.91% of portfolio Reported Price*: $23.62 |
ROVI
Rovi Corp.
5.96% of portfolio Reported Price*: $21.41 |
NWS
News Corp. CL B
4.24% of portfolio Reported Price*: $30.76 |
ORCL
Oracle Corp.
3.73% of portfolio Reported Price*: $32.33 |
ELN
Elan Corp. Plc
3.67% of portfolio Reported Price*: $11.80 |
IDIX
Idenix Pharmaceuticals Inc.
3.14% of portfolio Reported Price*: $3.54 |
NG
NovaGold Resources
2.68% of portfolio Reported Price*: $3.63 |
| Stephen Mandel - Lone Pine Capital | $18.6 B | 51 |
PCLN
Priceline.com Inc.
6.54% of portfolio Reported Price*: $688.16 |
GOOG
Google Inc.
5.96% of portfolio Reported Price*: $794.19 |
DG
Dollar General
3.87% of portfolio Reported Price*: $50.58 |
GPS
Gap
3.83% of portfolio Reported Price*: $35.40 |
MON
Monsanto Co.
3.78% of portfolio Reported Price*: $105.63 |
NWSA
News Corp.
3.61% of portfolio Reported Price*: $30.51 |
CTSH
Cognizant Technology Solutions
3.56% of portfolio Reported Price*: $76.62 |
DLTR
Dollar Tree Inc.
3.12% of portfolio Reported Price*: $48.43 |
VRSN
Verisign Inc.
3.02% of portfolio Reported Price*: $47.27 |
QCOM
QUALCOMM Inc.
2.98% of portfolio Reported Price*: $66.94 |
| Steven Romick - FPA Crescent Fund | $6.33 B | 42 |
AON
Aon Corp.
6.07% of portfolio Reported Price*: $61.50 |
CVS
CVS Caremark Corp.
5.91% of portfolio Reported Price*: $54.99 |
MSFT
Microsoft Corp.
5.30% of portfolio Reported Price*: $28.61 |
COV
Covidien Plc.
5.20% of portfolio Reported Price*: $67.84 |
TMO
Thermo Fisher Scientific
4.47% of portfolio Reported Price*: $76.49 |
OCR
Omnicare Inc.
3.76% of portfolio Reported Price*: $40.72 |
CSCO
Cisco Systems
3.63% of portfolio Reported Price*: $20.91 |
BUD
Anheuser-Busch InBev
3.40% of portfolio Reported Price*: $99.55 |
GOOG
Google Inc.
3.21% of portfolio Reported Price*: $794.03 |
AIG
American Int'l. Group
3.17% of portfolio Reported Price*: $38.82 |
| Thomas Gayner - Markel Asset Management | $2.69 B | 102 |
KMX
CarMax Inc.
7.93% of portfolio Reported Price*: $41.70 |
BRK.A
Berkshire Hathaway CL A
6.39% of portfolio Reported Price*: $156279.75 |
BRK.B
Berkshire Hathaway CL B
6.01% of portfolio Reported Price*: $104.20 |
DEO
Diageo plc
5.75% of portfolio Reported Price*: $125.84 |
BAM
Brookfield Asset Management Inc.
4.15% of portfolio Reported Price*: $36.49 |
FFH
Fairfax Financial Holdings Ltd.
4.06% of portfolio Reported Price*: $391.14 |
WAG
Walgreen Co.
3.81% of portfolio Reported Price*: $47.68 |
DIS
Walt Disney Co.
3.24% of portfolio Reported Price*: $56.80 |
WMT
Wal-Mart Stores
3.09% of portfolio Reported Price*: $74.83 |
XOM
Exxon Mobil Corp.
2.75% of portfolio Reported Price*: $90.11 |
| Thomas Russo - Gardner Russo & Gardner | $8.54 B | 231 |
NSRGY
Nestle
10.81% of portfolio Reported Price*: $72.50 |
PM
Philip Morris Intl.
9.58% of portfolio Reported Price*: $92.71 |
BRK.A
Berkshire Hathaway CL A
8.84% of portfolio Reported Price*: $156279.95 |
HKHHF
Heineken Holding NV
7.18% of portfolio Reported Price*: $64.19 |
CFRHF
Compagnie Financiere Richemont SA
6.75% of portfolio Reported Price*: $78.67 |
SBMRY
SABMiller Plc
6.09% of portfolio Reported Price*: $52.60 |
MA
Mastercard Inc.
5.98% of portfolio Reported Price*: $541.13 |
PDRDF
Pernod Ricard
5.77% of portfolio Reported Price*: $124.83 |
WFC
Wells Fargo
5.49% of portfolio Reported Price*: $36.99 |
BUD
Anheuser-Busch InBev
5.04% of portfolio Reported Price*: $99.55 |
| Tweedy Browne Team - Tweedy Browne Value | $522 M | 47 |
NVS
Novartis AG
4.15% of portfolio Reported Price*: $71.23 |
RHHVF
Roche Holdings AG
4.14% of portfolio Reported Price*: $233.38 |
NSRGY
Nestle
4.14% of portfolio Reported Price*: $72.47 |
JNJ
Johnson & Johnson
3.84% of portfolio Reported Price*: $81.53 |
TOT
Total SA
3.81% of portfolio Reported Price*: $47.97 |
RDS.A
Royal Dutch Shell PLC
3.74% of portfolio Reported Price*: $32.35 |
HKHHF
Heineken Holding NV
3.65% of portfolio Reported Price*: $64.19 |
DEO
Diageo plc
3.46% of portfolio Reported Price*: $125.84 |
WFC
Wells Fargo
3.10% of portfolio Reported Price*: $36.99 |
BK
Bank of New York
3.04% of portfolio Reported Price*: $27.99 |
| Wallace Weitz - Weitz Value | $757 M | 27 |
VRX
Valeant Pharmaceuticals Int'l
8.43% of portfolio Reported Price*: $75.02 |
BRK.B
Berkshire Hathaway CL B
7.23% of portfolio Reported Price*: $104.20 |
AON
Aon Corp.
6.50% of portfolio Reported Price*: $61.50 |
DTV
DIRECTV Group Inc.
5.68% of portfolio Reported Price*: $56.61 |
TXN
Texas Instruments
5.06% of portfolio Reported Price*: $35.48 |
UPS
United Parcel Service
4.43% of portfolio Reported Price*: $85.90 |
LBTYK
Liberty Global Inc. C
4.21% of portfolio Reported Price*: $68.63 |
RRC
Range Resources Corp.
4.18% of portfolio Reported Price*: $81.04 |
WFC
Wells Fargo
4.15% of portfolio Reported Price*: $36.99 |
APA
Apache Corp.
4.09% of portfolio Reported Price*: $77.16 |
| Warren Buffett - Berkshire Hathaway | $85 B | 41 |
WFC
Wells Fargo
19.94% of portfolio Reported Price*: $36.99 |
KO
Coca Cola Co.
19.03% of portfolio Reported Price*: $40.44 |
IBM
International Bus. Machines
17.09% of portfolio Reported Price*: $213.30 |
AXP
American Express
12.03% of portfolio Reported Price*: $67.46 |
PG
Procter & Gamble
4.79% of portfolio Reported Price*: $77.06 |
WMT
Wal-Mart Stores
4.34% of portfolio Reported Price*: $74.83 |
DTV
DIRECTV Group Inc.
2.48% of portfolio Reported Price*: $56.59 |
USB
U.S. Bancorp
2.45% of portfolio Reported Price*: $33.93 |
PSX
Phillips 66
2.24% of portfolio Reported Price*: $69.97 |
DVA
DaVita HealthCare Partners
2.09% of portfolio Reported Price*: $118.59 |
| Whitney Tilson - T2 Partners Management | $94 M | 52 |
AIG
American Int'l. Group
12.51% of portfolio Reported Price*: $38.82 |
BRK.B
Berkshire Hathaway CL B
7.88% of portfolio Reported Price*: $104.21 |
HHC
Howard Hughes Corp.
6.98% of portfolio Reported Price*: $83.81 |
FAF
First Amer'n Corp.
4.52% of portfolio Reported Price*: $25.57 |
AAPL
Apple Inc.
3.82% of portfolio Reported Price*: $442.68 |
CSTR
Coinstar Inc.
3.72% of portfolio Reported Price*: $58.42 |
DECK
Deckers Outdoor
3.60% of portfolio Reported Price*: $55.70 |
C
Citigroup Inc.
3.38% of portfolio Reported Price*: $44.25 |
GS
Goldman Sachs Group
3.25% of portfolio Reported Price*: $147.17 |
NFLX
Netflix Inc.
3.19% of portfolio Reported Price*: $189.29 |
| William Frels - Mairs & Power Growth | $2.88 B | 46 |
VAL
Valspar Corp.
4.74% of portfolio Reported Price*: $62.25 |
MMM
3M Co.
4.51% of portfolio Reported Price*: $106.31 |
TGT
Target Corp.
4.43% of portfolio Reported Price*: $68.45 |
MDT
Medtronic Inc.
4.18% of portfolio Reported Price*: $46.96 |
EMR
Emerson Electric
4.10% of portfolio Reported Price*: $55.87 |
HON
Honeywell Int'l Inc.
4.06% of portfolio Reported Price*: $75.35 |
PNR
Pentair Ltd.
4.02% of portfolio Reported Price*: $52.75 |
ECL
Ecolab Inc.
3.95% of portfolio Reported Price*: $80.18 |
FUL
Fuller (H.B.) Co.
3.87% of portfolio Reported Price*: $39.08 |
TTC
Toro Co.
3.84% of portfolio Reported Price*: $46.04 |
| William Fries, Connor Browne - Thornburg Value | $1.52 B | 48 |
GOOG
Google Inc.
5.00% of portfolio Reported Price*: $709.37 |
GILD
Gilead Sciences
4.72% of portfolio Reported Price*: $36.72 |
TMO
Thermo Fisher Scientific
3.92% of portfolio Reported Price*: $63.78 |
AAPL
Apple Inc.
3.89% of portfolio Reported Price*: $533.03 |
MET
MetLife Inc.
3.16% of portfolio Reported Price*: $32.94 |
IPXHF
Inpex Corp.
3.13% of portfolio Reported Price*: $5280.83 |
JPM
JPMorgan Chase & Co.
3.07% of portfolio Reported Price*: $43.97 |
COP
ConocoPhillips
3.05% of portfolio Reported Price*: $57.99 |
NLSN
Nielsen Holdings
2.94% of portfolio Reported Price*: $30.59 |
HIG
Hartford Financial Svc.Gp.
2.92% of portfolio Reported Price*: $22.44 |
| William Von Mueffling - Cantillon Capital Management | $3.15 B | 20 |
ORCL
Oracle Corp.
10.83% of portfolio Reported Price*: $32.34 |
GOOG
Google Inc.
10.37% of portfolio Reported Price*: $794.03 |
ADI
Analog Devices
9.88% of portfolio Reported Price*: $46.49 |
KO
Coca Cola Co.
9.25% of portfolio Reported Price*: $40.44 |
CL
Colgate-Palmolive
7.05% of portfolio Reported Price*: $59.02 |
PCLN
Priceline.com Inc.
6.62% of portfolio Reported Price*: $687.93 |
ECL
Ecolab Inc.
6.53% of portfolio Reported Price*: $80.18 |
ALTR
Altera Corp.
5.07% of portfolio Reported Price*: $35.47 |
LKQ
LKQ Corp.
5.00% of portfolio Reported Price*: $21.76 |
BIDU
Baidu Inc.
4.99% of portfolio Reported Price*: $87.70 |
* Reported Price is the price of the security on the portfolio date. This value is significant in that it indicates the portfolio manager's confidence in the stock at that price and suggests at least some degree of undervaluation and/or margin of safety.