We currently track the portfolios of the following Super Investors:

Portfolio Manager - FirmPortfolio valueNo. of stocksTop 10 holdings (left to right)
Alex Roepers - Atlantic Investment Management $1.28 B 16 BHI
Baker Hughes
20.50% of portfolio
Reported Price*: $55.26
OI
Owens-Illinois Inc.
18.60% of portfolio
Reported Price*: $35.78
HAR
Harman Int'l Industries
16.25% of portfolio
Reported Price*: $81.85
OIS
Oil States International Inc.
15.20% of portfolio
Reported Price*: $101.72
CAM
Cameron International Corp.
12.31% of portfolio
Reported Price*: $59.53
ASH
Ashland Inc.
5.76% of portfolio
Reported Price*: $97.04
CTB
Cooper Tire & Rubber Co.
1.88% of portfolio
Reported Price*: $24.04
GT
Goodyear Tire & Rubber
1.71% of portfolio
Reported Price*: $23.85
AGCO
AGCO Corp.
1.38% of portfolio
Reported Price*: $59.19
TGI
Triumph Group Inc.
1.21% of portfolio
Reported Price*: $76.07
Allan Mecham - Arlington Value Capital $348 M 12 BRK.B
Berkshire Hathaway CL B
33.19% of portfolio
Reported Price*: $118.56
VPRT
VistaPrint Ltd.
17.38% of portfolio
Reported Price*: $56.85
BAC
Bank of America Corp.
17.32% of portfolio
Reported Price*: $15.57
BRK.A
Berkshire Hathaway CL A
7.15% of portfolio
Reported Price*: $177900.00
CHRW
C.H. Robinson Worldwide
7.08% of portfolio
Reported Price*: $58.35
IBM
International Bus. Machines
6.92% of portfolio
Reported Price*: $187.57
XPO
XPO Logistics
6.42% of portfolio
Reported Price*: $26.29
RBA
Ritchie Bros. Auctioneers Inc.
2.15% of portfolio
Reported Price*: $22.93
LUK
Leucadia National Corp.
1.00% of portfolio
Reported Price*: $28.34
DFZ
R.G. Barry Corp
0.98% of portfolio
Reported Price*: $19.30
Arnold Van Den Berg - Century Management Advisers $111 M 88 JEC
Jacobs Engineering Group
5.63% of portfolio
Reported Price*: $59.77
CSCO
Cisco Systems
4.55% of portfolio
Reported Price*: $21.25
GLW
Corning Inc.
4.46% of portfolio
Reported Price*: $17.08
ORN
Orion Marine Group Inc.
4.15% of portfolio
Reported Price*: $11.87
BRK.B
Berkshire Hathaway CL B
4.01% of portfolio
Reported Price*: $116.52
WFC
Wells Fargo
3.82% of portfolio
Reported Price*: $44.03
LAYN
Layne Christensen Co.
3.72% of portfolio
Reported Price*: $16.65
INTC
Intel Corp.
2.94% of portfolio
Reported Price*: $23.84
ASTE
Astec Industries
2.76% of portfolio
Reported Price*: $36.60
WAC
Walter Investment Management
2.51% of portfolio
Reported Price*: $38.13
Bill Ackman - Pershing Square Capital Management $8.23 B 7 CP
Canadian Pacific Railway
31.55% of portfolio
Reported Price*: $151.32
APD
Air Products & Chemicals
27.91% of portfolio
Reported Price*: $111.78
BEAM
Beam Inc.
17.21% of portfolio
Reported Price*: $68.06
BKW
Burger King Worldwide Inc.
10.66% of portfolio
Reported Price*: $22.86
GGP
Genl Growth Properties
6.74% of portfolio
Reported Price*: $20.07
HHC
Howard Hughes Corp.
5.21% of portfolio
Reported Price*: $120.10
PG
Procter & Gamble
0.73% of portfolio
Reported Price*: $81.41
Bill Nasgovitz - Heartland Select Value $704 M 53 RCL
Royal Caribbean Cruises Ltd.
3.59% of portfolio
Reported Price*: $47.42
JCI
Johnson Controls
3.38% of portfolio
Reported Price*: $51.30
ATMI
ATMI Inc.
3.29% of portfolio
Reported Price*: $30.21
DNB
Dun & Bradstreet
3.20% of portfolio
Reported Price*: $122.75
HSP
Hospira Inc.
3.10% of portfolio
Reported Price*: $41.28
DVN
Devon Energy Corp.
2.65% of portfolio
Reported Price*: $61.87
KBR
KBR Inc.
2.64% of portfolio
Reported Price*: $31.89
ADM
Archer-Daniels-Midland
2.61% of portfolio
Reported Price*: $43.40
MOS
Mosaic Co.
2.57% of portfolio
Reported Price*: $47.27
TDW
Tidewater Inc.
2.46% of portfolio
Reported Price*: $59.27
Bill Nygren - Oakmark Select $4.19 B 21 TRW
TRW Automotive Holdings Corp.
7.99% of portfolio
Reported Price*: $74.39
TEL
TE Connectivity
6.84% of portfolio
Reported Price*: $55.11
BAC
Bank of America Corp.
6.36% of portfolio
Reported Price*: $15.57
COF
Capital One Financial
6.31% of portfolio
Reported Price*: $76.61
MA
Mastercard Inc.
6.28% of portfolio
Reported Price*: $83.55
FRX
Forest Laboratories
6.02% of portfolio
Reported Price*: $60.03
MDT
Medtronic Inc.
5.62% of portfolio
Reported Price*: $57.39
AIG
American Int'l. Group
5.61% of portfolio
Reported Price*: $51.05
LINTA
Liberty Media Interactive
5.47% of portfolio
Reported Price*: $29.35
JPM
JPMorgan Chase & Co.
5.31% of portfolio
Reported Price*: $58.48
Bruce Berkowitz - Fairholme Fund $6.77 B 8 AIG
American Int'l. Group
54.42% of portfolio
Reported Price*: $49.75
BAC
Bank of America Corp.
19.06% of portfolio
Reported Price*: $15.82
SHLD
Sears Holdings Corp.
13.33% of portfolio
Reported Price*: $63.53
JOE
St. Joe Co.
6.06% of portfolio
Reported Price*: $17.74
LUK
Leucadia National Corp.
5.17% of portfolio
Reported Price*: $28.66
FNMA
Federal National Mortgage Association
0.80% of portfolio
Reported Price*: $2.65
FMCC
Federal Home Loan Mortgage Corp.
0.61% of portfolio
Reported Price*: $2.41
IPMLF
Imperial Metals Corp.
0.54% of portfolio
Reported Price*: $13.41
Charles Bobrinskoy - Ariel Focus $61 M 29 IBM
International Bus. Machines
5.47% of portfolio
Reported Price*: $192.50
MSFT
Microsoft Corp.
5.46% of portfolio
Reported Price*: $40.99
LMT
Lockheed Martin Corp.
5.42% of portfolio
Reported Price*: $163.23
NOV
National Oilwell Varco Inc.
5.14% of portfolio
Reported Price*: $77.88
WU
Western Union Co.
5.01% of portfolio
Reported Price*: $16.36
DTV
DIRECTV Group Inc.
5.00% of portfolio
Reported Price*: $76.41
SWK
Stanley Black & Decker Inc.
4.75% of portfolio
Reported Price*: $81.24
XOM
Exxon Mobil Corp.
4.47% of portfolio
Reported Price*: $97.69
CVS
CVS Caremark Corp.
4.15% of portfolio
Reported Price*: $74.85
JNJ
Johnson & Johnson
3.84% of portfolio
Reported Price*: $98.23
Charlie Munger - Daily Journal Corp. $119 M 4 WFC
Wells Fargo
60.84% of portfolio
Reported Price*: $45.40
BAC
Bank of America Corp.
30.15% of portfolio
Reported Price*: $15.57
USB
U.S. Bancorp
4.76% of portfolio
Reported Price*: $40.40
PKX
POSCO
4.24% of portfolio
Reported Price*: $78.00
Christopher Davis, Kenneth Feinberg - Clipper $1.22 B 25 AXP
American Express
15.44% of portfolio
Reported Price*: $90.73
BRK.A
Berkshire Hathaway CL A
10.37% of portfolio
Reported Price*: $177899.86
CVS
CVS Caremark Corp.
10.10% of portfolio
Reported Price*: $71.57
COST
Costco Co.
8.97% of portfolio
Reported Price*: $119.00
BK
Bank of New York
7.43% of portfolio
Reported Price*: $34.94
CNQ
Canadian Natural Resources
6.73% of portfolio
Reported Price*: $33.84
GOOGL
Google Inc.
5.52% of portfolio
Reported Price*: $559.99
Y
Alleghany Corp.
4.73% of portfolio
Reported Price*: $399.96
L
Loews Corp.
4.45% of portfolio
Reported Price*: $48.24
LH
Laboratory Corp. of America Hldgs
3.11% of portfolio
Reported Price*: $91.37
Chuck Akre - Akre Capital Management $2.7 B 38 MA
Mastercard Inc.
12.29% of portfolio
Reported Price*: $83.55
MCO
Moody's Corp.
10.13% of portfolio
Reported Price*: $78.47
CFX
Colfax Corp.
9.98% of portfolio
Reported Price*: $63.69
AMT
American Tower Corp.
9.85% of portfolio
Reported Price*: $79.82
MKL
Markel Corp.
8.20% of portfolio
Reported Price*: $580.35
DLTR
Dollar Tree Inc.
6.12% of portfolio
Reported Price*: $56.42
ROST
Ross Stores
5.04% of portfolio
Reported Price*: $74.93
V
Visa Inc.
4.15% of portfolio
Reported Price*: $222.68
ORLY
O'Reilly Automotive
3.92% of portfolio
Reported Price*: $128.71
AMTD
TD Ameritrade Holding Corp.
3.59% of portfolio
Reported Price*: $30.64
David Einhorn - Greenlight Capital $7.11 B 37 AAPL
Apple Inc.
18.93% of portfolio
Reported Price*: $561.02
MU
Micron Technology
14.60% of portfolio
Reported Price*: $21.75
GM
General Motors
9.80% of portfolio
Reported Price*: $40.87
MRVL
Marvell Technology Group Ltd.
8.96% of portfolio
Reported Price*: $14.38
CI
CIGNA Corp.
5.18% of portfolio
Reported Price*: $87.48
AET
Aetna Inc.
4.14% of portfolio
Reported Price*: $68.59
OIS
Oil States International Inc.
3.94% of portfolio
Reported Price*: $101.72
CSC
Computer Sciences Corp.
2.80% of portfolio
Reported Price*: $55.88
VOYA
ING US Inc.
2.11% of portfolio
Reported Price*: $35.15
APC
Anadarko Petroleum
2.04% of portfolio
Reported Price*: $79.32
David Katz - Matrix Advisors Value $77 M 35 JPM
JPMorgan Chase & Co.
4.11% of portfolio
Reported Price*: $58.48
MET
MetLife Inc.
4.04% of portfolio
Reported Price*: $53.91
WFC
Wells Fargo
3.93% of portfolio
Reported Price*: $45.40
SLB
Schlumberger Ltd.
3.64% of portfolio
Reported Price*: $90.10
STT
State Street Corp.
3.47% of portfolio
Reported Price*: $73.39
TEL
TE Connectivity
3.37% of portfolio
Reported Price*: $55.11
GLW
Corning Inc.
3.35% of portfolio
Reported Price*: $17.82
DVN
Devon Energy Corp.
3.34% of portfolio
Reported Price*: $61.88
ZMH
Zimmer Holdings
3.34% of portfolio
Reported Price*: $93.20
OXY
Occidental Petroleum
3.34% of portfolio
Reported Price*: $95.11
David Rolfe - Wedgewood Partners $4.81 B 21 AAPL
Apple Inc.
10.23% of portfolio
Reported Price*: $561.02
CTSH
Cognizant Technology Solutions
6.81% of portfolio
Reported Price*: $100.98
QCOM
QUALCOMM Inc.
6.79% of portfolio
Reported Price*: $74.25
BRK.B
Berkshire Hathaway CL B
6.66% of portfolio
Reported Price*: $118.56
EMC
EMC Corp.
6.41% of portfolio
Reported Price*: $25.15
ESRX
Express Scripts
5.96% of portfolio
Reported Price*: $70.24
GOOGL
Google Inc.
5.78% of portfolio
Reported Price*: $560.36
MTB
M&T Bank Corp.
5.16% of portfolio
Reported Price*: $116.42
CMI
Cummins Inc.
4.86% of portfolio
Reported Price*: $140.97
PRGO
Perrigo Co.
4.66% of portfolio
Reported Price*: $153.46
David Tepper - Appaloosa Management $5.05 B 62 C
Citigroup Inc.
9.98% of portfolio
Reported Price*: $52.11
GT
Goodyear Tire & Rubber
5.74% of portfolio
Reported Price*: $23.85
GOOGL
Google Inc.
5.25% of portfolio
Reported Price*: $560.36
HCA
HCA Inc
4.82% of portfolio
Reported Price*: $47.71
UAL
United Continental Holdings
4.53% of portfolio
Reported Price*: $37.83
GM
General Motors
4.02% of portfolio
Reported Price*: $40.87
HUN
Huntsman Corp.
3.72% of portfolio
Reported Price*: $24.60
AAL
American Airlines Group Inc.
3.51% of portfolio
Reported Price*: $25.25
DAL
Delta Air Lines Inc.
3.06% of portfolio
Reported Price*: $27.47
MGM
MGM Resorts International
2.99% of portfolio
Reported Price*: $23.52
David Winters - Wintergreen Advisers $905 M 11 BRK.B
Berkshire Hathaway CL B
16.02% of portfolio
Reported Price*: $118.56
BEN
Franklin Resources
14.85% of portfolio
Reported Price*: $57.73
MA
Mastercard Inc.
13.19% of portfolio
Reported Price*: $83.55
RAI
Reynolds American Inc.
11.80% of portfolio
Reported Price*: $49.99
CNQ
Canadian Natural Resources
11.60% of portfolio
Reported Price*: $33.83
KO
Coca Cola Co.
11.32% of portfolio
Reported Price*: $41.31
MO
Altria Group Inc.
8.36% of portfolio
Reported Price*: $38.39
CTO
Consolidated Tomoka Land Co.
6.19% of portfolio
Reported Price*: $36.29
GOOGL
Google Inc.
4.63% of portfolio
Reported Price*: $560.36
UNP
Union Pacific
1.86% of portfolio
Reported Price*: $168.00
Dodge & Cox Team - Dodge & Cox $54.3 B 70 HPQ
Hewlett-Packard
4.28% of portfolio
Reported Price*: $32.36
COF
Capital One Financial
4.04% of portfolio
Reported Price*: $77.16
WFC
Wells Fargo
4.01% of portfolio
Reported Price*: $49.74
MSFT
Microsoft Corp.
3.84% of portfolio
Reported Price*: $40.99
CMCSA
Comcast Corp.
3.06% of portfolio
Reported Price*: $50.02
NVS
Novartis AG
2.89% of portfolio
Reported Price*: $85.02
SLB
Schlumberger Ltd.
2.89% of portfolio
Reported Price*: $97.50
SCHW
Charles Schwab
2.69% of portfolio
Reported Price*: $27.33
SNY
Sanofi Aventis
2.63% of portfolio
Reported Price*: $52.28
TWX
Time Warner Inc.
2.58% of portfolio
Reported Price*: $65.33
Donald Yacktman - Yacktman Focused Fund $9.34 B 37 PEP
PepsiCo Inc.
13.23% of portfolio
Reported Price*: $83.50
PG
Procter & Gamble
9.66% of portfolio
Reported Price*: $80.60
KO
Coca Cola Co.
8.27% of portfolio
Reported Price*: $38.66
FOXA
Twenty-First Century Fox
7.72% of portfolio
Reported Price*: $31.97
CSCO
Cisco Systems
5.98% of portfolio
Reported Price*: $22.41
MSFT
Microsoft Corp.
5.26% of portfolio
Reported Price*: $40.99
SYY
Sysco Corp.
4.98% of portfolio
Reported Price*: $36.13
ORCL
Oracle Corp.
4.91% of portfolio
Reported Price*: $40.91
SYK
Stryker Corp.
4.18% of portfolio
Reported Price*: $81.47
JNJ
Johnson & Johnson
3.99% of portfolio
Reported Price*: $98.23
Eddie Lampert - RBS Partners $2.49 B 4 SHLD
Sears Holdings Corp.
52.02% of portfolio
Reported Price*: $49.04
AN
AutoNation Inc.
31.43% of portfolio
Reported Price*: $49.69
GPS
Gap
10.62% of portfolio
Reported Price*: $39.08
SHOS
Sears Hometown & Outlet Stores
5.92% of portfolio
Reported Price*: $25.50
Glenn Greenberg - Brave Warrior Advisors $2.44 B 14 VRX
Valeant Pharmaceuticals Int'l
29.38% of portfolio
Reported Price*: $117.40
ESRX
Express Scripts
11.38% of portfolio
Reported Price*: $70.24
ORCL
Oracle Corp.
11.07% of portfolio
Reported Price*: $38.26
HAL
Halliburton Co.
9.86% of portfolio
Reported Price*: $50.75
SCHW
Charles Schwab
8.47% of portfolio
Reported Price*: $26.00
VPRT
VistaPrint Ltd.
7.42% of portfolio
Reported Price*: $56.85
MSFT
Microsoft Corp.
6.07% of portfolio
Reported Price*: $37.41
PRI
Primerica, Inc.
5.95% of portfolio
Reported Price*: $42.91
KMI
Kinder Morgan
5.64% of portfolio
Reported Price*: $75.66
CMCSK
Comcast Corp. CL A Spl
3.74% of portfolio
Reported Price*: $49.88
Harry Burn - Sound Shore $2.12 B 45 QCOM
QUALCOMM Inc.
2.96% of portfolio
Reported Price*: $74.25
TMO
Thermo Fisher Scientific
2.69% of portfolio
Reported Price*: $111.35
BAC
Bank of America Corp.
2.67% of portfolio
Reported Price*: $15.57
GOOGL
Google Inc.
2.62% of portfolio
Reported Price*: $560.35
BP
BP plc
2.61% of portfolio
Reported Price*: $48.61
DTV
DIRECTV Group Inc.
2.57% of portfolio
Reported Price*: $69.09
COF
Capital One Financial
2.56% of portfolio
Reported Price*: $76.61
AIG
American Int'l. Group
2.55% of portfolio
Reported Price*: $51.05
CVS
CVS Caremark Corp.
2.54% of portfolio
Reported Price*: $71.57
CTXS
Citrix Systems
2.53% of portfolio
Reported Price*: $63.25
Ian Cumming - Leucadia National $17 M 1 INTL
INTL FCStone Inc.
100.00% of portfolio
Reported Price*: $18.49
Irving Kahn - Kahn Brothers Group $581 M 42 NYT
New York Times Cl. A
11.64% of portfolio
Reported Price*: $15.87
PFE
Pfizer Inc.
10.01% of portfolio
Reported Price*: $30.63
C
Citigroup Inc.
9.63% of portfolio
Reported Price*: $52.11
NYCB
New York Community Bancorp
9.48% of portfolio
Reported Price*: $16.85
ORI
Old Republic International
7.32% of portfolio
Reported Price*: $17.27
PTEN
Patterson UTI-Energy
6.14% of portfolio
Reported Price*: $25.32
MRK
Merck & Co.
5.21% of portfolio
Reported Price*: $11.99
HOLX
Hologic Inc.
5.19% of portfolio
Reported Price*: $22.35
VOXX
VOXX International Corp.
4.83% of portfolio
Reported Price*: $16.70
SLM
SLM Corp.
4.43% of portfolio
Reported Price*: $26.28
Jean-Marie Eveillard - First Eagle U.S. Value $2.37 B 67 ORCL
Oracle Corp.
4.65% of portfolio
Reported Price*: $36.90
MSFT
Microsoft Corp.
4.52% of portfolio
Reported Price*: $37.85
CMCSK
Comcast Corp. CL A Spl
4.17% of portfolio
Reported Price*: $52.35
INTC
Intel Corp.
3.65% of portfolio
Reported Price*: $24.54
CSCO
Cisco Systems
3.24% of portfolio
Reported Price*: $21.91
BK
Bank of New York
3.20% of portfolio
Reported Price*: $31.96
SYY
Sysco Corp.
3.20% of portfolio
Reported Price*: $35.08
MMM
3M Co.
2.96% of portfolio
Reported Price*: $128.19
CTAS
Cintas Corp.
2.82% of portfolio
Reported Price*: $57.07
CNQ
Canadian Natural Resources
2.77% of portfolio
Reported Price*: $32.79
Jeffrey Ubben - ValueAct Capital $12.1 B 12 MSFT
Microsoft Corp.
20.69% of portfolio
Reported Price*: $37.41
VRX
Valeant Pharmaceuticals Int'l
18.37% of portfolio
Reported Price*: $117.40
MSI
Motorola Solutions Inc.
16.14% of portfolio
Reported Price*: $67.50
ADBE
Adobe Systems
12.53% of portfolio
Reported Price*: $59.88
COL
Rockwell Collins
8.02% of portfolio
Reported Price*: $73.92
CBG
CBRE Group
7.00% of portfolio
Reported Price*: $26.30
WSH
Willis Group Holdings Plc
6.75% of portfolio
Reported Price*: $44.81
ALSN
Allison Transmission Holdings
4.12% of portfolio
Reported Price*: $27.61
MCRS
MICROS Systems
3.18% of portfolio
Reported Price*: $57.37
MSCI
MSCI Inc.
2.70% of portfolio
Reported Price*: $43.72
John Rogers - Ariel Appreciation $1.99 B 40 LAZ
Lazard Ltd.
4.62% of portfolio
Reported Price*: $47.09
WU
Western Union Co.
4.49% of portfolio
Reported Price*: $16.36
FAF
First Amer'n Corp.
4.12% of portfolio
Reported Price*: $26.55
SWK
Stanley Black & Decker Inc.
3.61% of portfolio
Reported Price*: $81.24
BRS
Bristow Group Inc.
3.57% of portfolio
Reported Price*: $75.52
IPG
Interpublic Group
3.44% of portfolio
Reported Price*: $17.14
NTRS
Northern Trust Corp.
3.39% of portfolio
Reported Price*: $65.56
IGT
International Game Technology
3.29% of portfolio
Reported Price*: $14.06
HSP
Hospira Inc.
3.28% of portfolio
Reported Price*: $43.25
AFL
AFLAC Inc.
3.20% of portfolio
Reported Price*: $63.04
Lou Simpson - SQ Advisors $2.1 B 13 UPS
United Parcel Service
11.89% of portfolio
Reported Price*: $105.08
ORCL
Oracle Corp.
10.71% of portfolio
Reported Price*: $38.26
WFC
Wells Fargo
10.37% of portfolio
Reported Price*: $45.40
BRK.B
Berkshire Hathaway CL B
9.89% of portfolio
Reported Price*: $118.56
SCHW
Charles Schwab
9.30% of portfolio
Reported Price*: $26.00
VRX
Valeant Pharmaceuticals Int'l
9.26% of portfolio
Reported Price*: $117.37
MCO
Moody's Corp.
7.50% of portfolio
Reported Price*: $78.47
USB
U.S. Bancorp
7.48% of portfolio
Reported Price*: $40.40
CCK
Crown Holdings
6.52% of portfolio
Reported Price*: $44.57
BAM
Brookfield Asset Management Inc.
5.80% of portfolio
Reported Price*: $38.82
Mark Hillman - Hillman Focused $28 M 37 AAPL
Apple Inc.
4.43% of portfolio
Reported Price*: $536.96
WU
Western Union Co.
3.52% of portfolio
Reported Price*: $16.37
BAC
Bank of America Corp.
3.39% of portfolio
Reported Price*: $17.20
K
Kellogg Co.
3.37% of portfolio
Reported Price*: $62.73
GLW
Corning Inc.
3.36% of portfolio
Reported Price*: $20.82
RTN
Raytheon Co.
3.26% of portfolio
Reported Price*: $98.80
ALL
Allstate Corp.
3.24% of portfolio
Reported Price*: $56.56
ORCL
Oracle Corp.
3.23% of portfolio
Reported Price*: $40.91
AXP
American Express
3.23% of portfolio
Reported Price*: $90.00
NUE
Nucor Corp.
3.08% of portfolio
Reported Price*: $50.53
Mason Hawkins - Longleaf Partners $6.57 B 17 L
Loews Corp.
10.18% of portfolio
Reported Price*: $48.24
FDX
FedEx Corp.
9.06% of portfolio
Reported Price*: $143.77
CHK
Chesapeake Energy
7.69% of portfolio
Reported Price*: $27.14
BK
Bank of New York
7.59% of portfolio
Reported Price*: $34.94
LVLT
Level 3 Communications Inc.
7.59% of portfolio
Reported Price*: $33.17
CHEUY
Cheung Kong Holdings Ltd.
7.08% of portfolio
Reported Price*: $15.78
CNX
CONSOL Energy Inc.
6.77% of portfolio
Reported Price*: $38.04
DTV
DIRECTV Group Inc.
6.50% of portfolio
Reported Price*: $69.09
MDLZ
Mondelez International
6.42% of portfolio
Reported Price*: $35.30
ABT
Abbott Labs
5.66% of portfolio
Reported Price*: $38.33
Meridian Funds - Meridian Contrarian Fund $742 M 65 BR
Broadridge Financial Solutions
2.66% of portfolio
Reported Price*: $39.52
HE
Hawaiian Electric Industries
2.56% of portfolio
Reported Price*: $26.06
VRNT
Verint Systems Inc.
2.48% of portfolio
Reported Price*: $42.94
AJG
Gallagher(Arthur J.)
2.35% of portfolio
Reported Price*: $46.93
ATR
AptarGroup Inc.
2.32% of portfolio
Reported Price*: $67.81
ALEX
Alexander & Baldwin
2.31% of portfolio
Reported Price*: $41.73
WWW
Wolverine World Wide
2.31% of portfolio
Reported Price*: $33.96
LII
Lennox International
2.26% of portfolio
Reported Price*: $85.06
LLTC
Linear Technology Corp.
2.23% of portfolio
Reported Price*: $45.55
GIL
Gildan Activewear Inc.
2.22% of portfolio
Reported Price*: $53.31
Michael Larson - Bill & Melinda Gates Foundation Trust $20.1 B 18 BRK.B
Berkshire Hathaway CL B
48.51% of portfolio
Reported Price*: $118.56
KO
Coca Cola Co.
7.01% of portfolio
Reported Price*: $41.31
MCD
McDonald's Corp.
5.26% of portfolio
Reported Price*: $97.03
CAT
Caterpillar Inc.
5.10% of portfolio
Reported Price*: $90.81
CNI
Canadian Natl Railway Co.
4.87% of portfolio
Reported Price*: $57.02
WMT
Wal-Mart Stores
4.55% of portfolio
Reported Price*: $78.69
WM
Waste Management Inc.
4.17% of portfolio
Reported Price*: $44.87
XOM
Exxon Mobil Corp.
4.11% of portfolio
Reported Price*: $101.20
KOF
Coca-Cola FEMSA S A CV
3.77% of portfolio
Reported Price*: $121.77
TV
Grupo Televisa SA
2.55% of portfolio
Reported Price*: $30.26
Michael Price - MFP Investors $773 M 87 HES
Hess Corp.
7.49% of portfolio
Reported Price*: $83.00
INTC
Intel Corp.
6.21% of portfolio
Reported Price*: $25.96
FXCM
FXCM Inc.
3.88% of portfolio
Reported Price*: $17.84
Y
Alleghany Corp.
3.86% of portfolio
Reported Price*: $399.96
BSX
Boston Scientific
3.11% of portfolio
Reported Price*: $12.02
SYA
Symetra Financial Corp.
3.01% of portfolio
Reported Price*: $18.96
HRS
Harris Corp.
2.94% of portfolio
Reported Price*: $69.81
BDX
Becton Dickinson
2.86% of portfolio
Reported Price*: $110.49
KALU
Kaiser Aluminum Corp.
2.76% of portfolio
Reported Price*: $70.24
DD
Du Pont (E.I.)
2.69% of portfolio
Reported Price*: $64.97
Mohnish Pabrai - Pabrai Investments $407 M 5 BAC
Bank of America Corp.
28.32% of portfolio
Reported Price*: $15.57
ZINC
Horsehead Holding Corp.
25.23% of portfolio
Reported Price*: $16.21
CHK
Chesapeake Energy
21.80% of portfolio
Reported Price*: $27.14
C
Citigroup Inc.
19.98% of portfolio
Reported Price*: $52.11
GS
Goldman Sachs Group
4.66% of portfolio
Reported Price*: $177.26
Prem Watsa - Fairfax Financial Holdings $1.29 B 41 RFP
Resolute Forest Products
35.95% of portfolio
Reported Price*: $16.01
BBRY
BlackBerry Ltd.
29.81% of portfolio
Reported Price*: $7.44
SD
SandRidge Energy Inc.
15.21% of portfolio
Reported Price*: $6.06
OSTK
Overstock.com Inc.
7.58% of portfolio
Reported Price*: $30.79
XCO
EXCO Resources Inc.
4.44% of portfolio
Reported Price*: $5.31
BWINB
Baldwin & Lyons Inc. CL B
2.04% of portfolio
Reported Price*: $27.17
BCE
BCE Inc.
0.90% of portfolio
Reported Price*: $43.29
KW
Kennedy Wilson Holdings Inc.
0.69% of portfolio
Reported Price*: $22.24
JNJ
Johnson & Johnson
0.60% of portfolio
Reported Price*: $91.59
CRESY
Cresud Inc.
0.56% of portfolio
Reported Price*: $10.06
Richard Cunniff - Sequoia $6.57 B 42 VRX
Valeant Pharmaceuticals Int'l
20.23% of portfolio
Reported Price*: $117.40
TJX
TJX Companies Inc.
9.96% of portfolio
Reported Price*: $63.73
BRK.A
Berkshire Hathaway CL A
8.62% of portfolio
Reported Price*: $177900.09
FAST
Fastenal
5.02% of portfolio
Reported Price*: $47.51
BRK.B
Berkshire Hathaway CL B
4.18% of portfolio
Reported Price*: $118.56
RYCEF
Rolls-Royce GP Plc
3.97% of portfolio
Reported Price*: $21.11
PCP
Precision Castparts
3.88% of portfolio
Reported Price*: $269.30
MA
Mastercard Inc.
3.80% of portfolio
Reported Price*: $83.55
PPAMF
Pirelli & Co SPA
3.65% of portfolio
Reported Price*: $17.32
ORLY
O'Reilly Automotive
3.25% of portfolio
Reported Price*: $128.71
Richard Pzena - Hancock Classic Value $2.8 B 39 HPQ
Hewlett-Packard
5.13% of portfolio
Reported Price*: $32.36
BP
BP plc
4.56% of portfolio
Reported Price*: $48.10
RDS.A
Royal Dutch Shell PLC
4.46% of portfolio
Reported Price*: $73.06
BHI
Baker Hughes
4.26% of portfolio
Reported Price*: $65.02
ORCL
Oracle Corp.
3.20% of portfolio
Reported Price*: $40.91
NWSA
News Corp.
3.08% of portfolio
Reported Price*: $17.11
C
Citigroup Inc.
3.05% of portfolio
Reported Price*: $47.60
OMC
Omnicom Group
2.93% of portfolio
Reported Price*: $72.60
AXS
Axis Capital Holdings Ltd.
2.90% of portfolio
Reported Price*: $45.85
AIG
American Int'l. Group
2.89% of portfolio
Reported Price*: $50.01
Robert Olstein - Olstein Value $615 M 105 LM
Legg Mason
1.79% of portfolio
Reported Price*: $43.48
DD
Du Pont (E.I.)
1.72% of portfolio
Reported Price*: $64.97
GE
General Electric
1.66% of portfolio
Reported Price*: $28.03
BEN
Franklin Resources
1.66% of portfolio
Reported Price*: $57.73
M
Macy's Inc.
1.63% of portfolio
Reported Price*: $53.40
TDC
Teradata Corp.
1.59% of portfolio
Reported Price*: $45.49
JLL
Jones Lang Lasalle Inc.
1.58% of portfolio
Reported Price*: $102.39
USB
U.S. Bancorp
1.54% of portfolio
Reported Price*: $40.40
EBAY
eBay Inc.
1.49% of portfolio
Reported Price*: $54.89
COH
Coach Inc.
1.45% of portfolio
Reported Price*: $56.13
Robert Rodriguez - FPA Capital $931 M 28 ARW
Arrow Electronics
8.00% of portfolio
Reported Price*: $59.36
AVT
Avnet Inc.
7.71% of portfolio
Reported Price*: $46.53
RDC
Rowan Cos.
7.47% of portfolio
Reported Price*: $33.68
ROSE
Rosetta Resources Inc.
6.70% of portfolio
Reported Price*: $46.58
APOL
Apollo Education Group Inc.
6.57% of portfolio
Reported Price*: $34.24
WDC
Western Digital
5.95% of portfolio
Reported Price*: $91.82
ATW
Atwood Oceanics Inc.
5.37% of portfolio
Reported Price*: $50.39
DV
DeVry Education Group Inc.
5.25% of portfolio
Reported Price*: $42.39
ESV
ENSCO PLC
5.10% of portfolio
Reported Price*: $52.78
ARRS
Arris Group Inc.
4.62% of portfolio
Reported Price*: $28.18
Robert Torray - Torray $345 M 29 WFC
Wells Fargo
5.01% of portfolio
Reported Price*: $45.40
GE
General Electric
4.28% of portfolio
Reported Price*: $28.03
SYY
Sysco Corp.
4.04% of portfolio
Reported Price*: $36.10
DD
Du Pont (E.I.)
3.99% of portfolio
Reported Price*: $64.97
CB
Chubb Corp.
3.97% of portfolio
Reported Price*: $96.63
L
Loews Corp.
3.89% of portfolio
Reported Price*: $48.24
GD
General Dynamics
3.89% of portfolio
Reported Price*: $95.55
INTC
Intel Corp.
3.80% of portfolio
Reported Price*: $25.96
ETN
Eaton Corp.
3.67% of portfolio
Reported Price*: $76.12
GCI
Gannett Co.
3.64% of portfolio
Reported Price*: $29.58
Robert Zagunis - Jensen $5.14 B 27 BDX
Becton Dickinson
5.49% of portfolio
Reported Price*: $117.08
PEP
PepsiCo Inc.
5.33% of portfolio
Reported Price*: $83.50
MMM
3M Co.
4.98% of portfolio
Reported Price*: $135.66
PX
Praxair Inc.
4.91% of portfolio
Reported Price*: $130.97
CL
Colgate-Palmolive
4.87% of portfolio
Reported Price*: $64.87
UTX
United Technologies
4.74% of portfolio
Reported Price*: $116.84
ACN
Accenture
4.71% of portfolio
Reported Price*: $79.72
ORCL
Oracle Corp.
4.27% of portfolio
Reported Price*: $40.91
ADP
Automatic Data Processing Inc.
4.19% of portfolio
Reported Price*: $77.26
MSFT
Microsoft Corp.
4.04% of portfolio
Reported Price*: $40.99
Ronald Muhlenkamp - Muhlenkamp $481 M 45 ADS
Alliance Data Systems
8.74% of portfolio
Reported Price*: $262.93
JPM
JPMorgan Chase & Co.
4.95% of portfolio
Reported Price*: $58.48
SAH
Sonic Automotive Inc.
4.71% of portfolio
Reported Price*: $24.48
STT
State Street Corp.
4.43% of portfolio
Reported Price*: $73.39
CELG
Celgene Corp.
4.39% of portfolio
Reported Price*: $168.96
PM
Philip Morris Intl.
4.36% of portfolio
Reported Price*: $87.13
ORCL
Oracle Corp.
3.98% of portfolio
Reported Price*: $38.26
MSFT
Microsoft Corp.
3.81% of portfolio
Reported Price*: $37.43
DAL
Delta Air Lines Inc.
3.71% of portfolio
Reported Price*: $27.47
AIG
American Int'l. Group
3.45% of portfolio
Reported Price*: $51.05
Sam Peters - ClearBridge Value Trust $2.66 B 47 AAPL
Apple Inc.
4.13% of portfolio
Reported Price*: $536.74
JPM
JPMorgan Chase & Co.
3.88% of portfolio
Reported Price*: $60.71
MSFT
Microsoft Corp.
3.85% of portfolio
Reported Price*: $40.99
C
Citigroup Inc.
3.58% of portfolio
Reported Price*: $47.60
MRK
Merck & Co.
3.20% of portfolio
Reported Price*: $56.77
EMC
EMC Corp.
3.09% of portfolio
Reported Price*: $27.41
UNH
United Health Group Inc.
2.93% of portfolio
Reported Price*: $81.99
BRCM
Broadcom Corp.
2.72% of portfolio
Reported Price*: $31.48
CNX
CONSOL Energy Inc.
2.70% of portfolio
Reported Price*: $39.95
MDT
Medtronic Inc.
2.66% of portfolio
Reported Price*: $61.54
Seth Klarman - Baupost Group $3.45 B 17 MU
Micron Technology
32.58% of portfolio
Reported Price*: $21.75
THRX
Theravance Inc.
20.83% of portfolio
Reported Price*: $35.65
VSAT
Viasat Inc.
20.22% of portfolio
Reported Price*: $62.65
BP
BP plc
7.99% of portfolio
Reported Price*: $48.61
IDIX
Idenix Pharmaceuticals Inc.
6.40% of portfolio
Reported Price*: $5.98
FNF
Fidelity National Financial Inc.
1.86% of portfolio
Reported Price*: $32.45
IMOS
ChipMOS TECH
1.83% of portfolio
Reported Price*: $19.24
PBF
PBF Energy Inc.
1.80% of portfolio
Reported Price*: $31.46
NG
NovaGold Resources
1.60% of portfolio
Reported Price*: $2.54
ELOS
Syneron Medical Ltd.
1.43% of portfolio
Reported Price*: $12.30
Stephen Mandel - Lone Pine Capital $21.6 B 45 DG
Dollar General
5.29% of portfolio
Reported Price*: $60.32
CTSH
Cognizant Technology Solutions
5.03% of portfolio
Reported Price*: $100.98
PCLN
Priceline.com Inc.
4.77% of portfolio
Reported Price*: $1162.40
BIDU
Baidu Inc.
4.45% of portfolio
Reported Price*: $177.88
MSFT
Microsoft Corp.
4.42% of portfolio
Reported Price*: $37.41
VRX
Valeant Pharmaceuticals Int'l
4.22% of portfolio
Reported Price*: $117.40
QCOM
QUALCOMM Inc.
3.75% of portfolio
Reported Price*: $74.25
GPS
Gap
3.73% of portfolio
Reported Price*: $39.08
MA
Mastercard Inc.
3.68% of portfolio
Reported Price*: $83.55
CCI
Crown Castle International Corp.
3.53% of portfolio
Reported Price*: $73.43
Steven Romick - FPA Crescent Fund $8.36 B 40 MSFT
Microsoft Corp.
7.34% of portfolio
Reported Price*: $40.99
ORCL
Oracle Corp.
6.99% of portfolio
Reported Price*: $41.04
CVS
CVS Caremark Corp.
6.09% of portfolio
Reported Price*: $74.86
AON
Aon Corp.
6.04% of portfolio
Reported Price*: $84.28
TMO
Thermo Fisher Scientific
4.77% of portfolio
Reported Price*: $120.24
COV
Covidien Plc.
4.27% of portfolio
Reported Price*: $73.66
OXY
Occidental Petroleum
4.20% of portfolio
Reported Price*: $95.29
AIG
American Int'l. Group
3.55% of portfolio
Reported Price*: $50.01
GOOGL
Google Inc.
2.87% of portfolio
Reported Price*: $557.26
GBLBF
Groupe Bruxelles Lambert S.A.
2.82% of portfolio
Reported Price*: $99.85
Thomas Gayner - Markel Asset Management $3.16 B 109 KMX
CarMax Inc.
7.47% of portfolio
Reported Price*: $47.02
BRK.A
Berkshire Hathaway CL A
6.15% of portfolio
Reported Price*: $177899.45
BRK.B
Berkshire Hathaway CL B
5.72% of portfolio
Reported Price*: $118.56
DEO
Diageo plc
5.07% of portfolio
Reported Price*: $132.42
BAM
Brookfield Asset Management Inc.
3.95% of portfolio
Reported Price*: $38.83
WAG
Walgreen Co.
3.90% of portfolio
Reported Price*: $57.44
DIS
Walt Disney Co.
3.64% of portfolio
Reported Price*: $76.40
FFH
Fairfax Financial Holdings Ltd.
3.53% of portfolio
Reported Price*: $400.06
WMT
Wal-Mart Stores
2.81% of portfolio
Reported Price*: $78.69
XOM
Exxon Mobil Corp.
2.81% of portfolio
Reported Price*: $101.20
Thomas Russo - Gardner Russo & Gardner $10.1 B 100 NSRGY
Nestle
10.58% of portfolio
Reported Price*: $73.43
BRK.A
Berkshire Hathaway CL A
8.94% of portfolio
Reported Price*: $177899.96
PM
Philip Morris Intl.
8.60% of portfolio
Reported Price*: $87.13
MA
Mastercard Inc.
8.19% of portfolio
Reported Price*: $83.55
CFRHF
Compagnie Financiere Richemont SA
6.85% of portfolio
Reported Price*: $100.18
WFC
Wells Fargo
6.53% of portfolio
Reported Price*: $45.40
HKHHF
Heineken Holding NV
6.38% of portfolio
Reported Price*: $63.36
SBMRY
SABMiller Plc
5.62% of portfolio
Reported Price*: $51.36
PDRDF
Pernod Ricard
5.34% of portfolio
Reported Price*: $114.11
BUD
Anheuser-Busch InBev
5.22% of portfolio
Reported Price*: $106.46
Tweedy Browne Team - Tweedy Browne Value $560 M 45 RHHVF
Roche Holdings AG DIV RT
4.64% of portfolio
Reported Price*: $280.20
TOT
Total SA
4.44% of portfolio
Reported Price*: $61.36
NVS
Novartis AG
4.35% of portfolio
Reported Price*: $80.06
JNJ
Johnson & Johnson
4.03% of portfolio
Reported Price*: $91.59
NSRGY
Nestle
3.92% of portfolio
Reported Price*: $73.59
RDS.A
Royal Dutch Shell PLC
3.90% of portfolio
Reported Price*: $35.70
WFC
Wells Fargo
3.54% of portfolio
Reported Price*: $45.40
DEO
Diageo plc
3.40% of portfolio
Reported Price*: $132.42
HKHHF
Heineken Holding NV
3.36% of portfolio
Reported Price*: $63.36
DVN
Devon Energy Corp.
3.17% of portfolio
Reported Price*: $61.87
Wallace Weitz - Weitz Value $819 M 29 VRX
Valeant Pharmaceuticals Int'l
8.21% of portfolio
Reported Price*: $131.83
BRK.B
Berkshire Hathaway CL B
6.25% of portfolio
Reported Price*: $124.97
LBTYK
Liberty Global Inc. C
6.11% of portfolio
Reported Price*: $40.71
LINTA
Liberty Media Interactive
6.08% of portfolio
Reported Price*: $28.87
DTV
DIRECTV Group Inc.
6.06% of portfolio
Reported Price*: $76.42
ESRX
Express Scripts
4.86% of portfolio
Reported Price*: $75.09
WFC
Wells Fargo
4.52% of portfolio
Reported Price*: $49.74
APA
Apache Corp.
3.96% of portfolio
Reported Price*: $82.95
LMCA
Liberty Media Capital
3.91% of portfolio
Reported Price*: $130.73
TXN
Texas Instruments
3.74% of portfolio
Reported Price*: $47.15
Warren Buffett - Berkshire Hathaway $104.8 B 43 WFC
Wells Fargo
20.07% of portfolio
Reported Price*: $45.40
KO
Coca Cola Co.
15.76% of portfolio
Reported Price*: $41.31
AXP
American Express
13.12% of portfolio
Reported Price*: $90.73
IBM
International Bus. Machines
12.19% of portfolio
Reported Price*: $187.57
PG
Procter & Gamble
4.10% of portfolio
Reported Price*: $81.41
XOM
Exxon Mobil Corp.
3.97% of portfolio
Reported Price*: $101.20
WMT
Wal-Mart Stores
3.71% of portfolio
Reported Price*: $78.69
USB
U.S. Bancorp
3.06% of portfolio
Reported Price*: $40.40
DTV
DIRECTV Group Inc.
2.41% of portfolio
Reported Price*: $69.06
DVA
DaVita HealthCare Partners
2.20% of portfolio
Reported Price*: $63.37
Whitney Tilson - T2 Partners Management $56 M 18 HHC
Howard Hughes Corp.
13.05% of portfolio
Reported Price*: $120.11
BRK.B
Berkshire Hathaway CL B
10.37% of portfolio
Reported Price*: $118.55
AIG
American Int'l. Group
10.08% of portfolio
Reported Price*: $51.05
HTZ
Hertz Global Hldgs Inc.
6.91% of portfolio
Reported Price*: $28.62
APD
Air Products & Chemicals
6.51% of portfolio
Reported Price*: $111.77
DECK
Deckers Outdoor
6.22% of portfolio
Reported Price*: $84.46
CAR
Avis Budget Group Inc.
5.86% of portfolio
Reported Price*: $40.42
GS
Goldman Sachs Group
5.33% of portfolio
Reported Price*: $177.23
C
Citigroup Inc.
5.19% of portfolio
Reported Price*: $52.11
BA
Boeing Co.
4.89% of portfolio
Reported Price*: $136.50
William Frels - Mairs & Power Growth $4.02 B 49 USB
U.S. Bancorp
4.27% of portfolio
Reported Price*: $42.86
MMM
3M Co.
4.02% of portfolio
Reported Price*: $135.66
VAL
Valspar Corp.
3.93% of portfolio
Reported Price*: $72.12
MDT
Medtronic Inc.
3.92% of portfolio
Reported Price*: $61.54
ECL
Ecolab Inc.
3.81% of portfolio
Reported Price*: $107.99
HON
Honeywell Int'l Inc.
3.58% of portfolio
Reported Price*: $92.76
EMR
Emerson Electric
3.56% of portfolio
Reported Price*: $66.80
TTC
Toro Co.
3.45% of portfolio
Reported Price*: $63.19
SLB
Schlumberger Ltd.
3.37% of portfolio
Reported Price*: $97.50
TGT
Target Corp.
3.30% of portfolio
Reported Price*: $60.51
William Fries, Connor Browne - Thornburg Value $989 M 55 GILD
Gilead Sciences
4.66% of portfolio
Reported Price*: $75.15
AAPL
Apple Inc.
4.40% of portfolio
Reported Price*: $561.10
TMO
Thermo Fisher Scientific
4.07% of portfolio
Reported Price*: $111.35
GOOGL
Google Inc.
3.96% of portfolio
Reported Price*: $560.35
RHHVF
Roche Holdings AG DIV RT
3.16% of portfolio
Reported Price*: $279.36
TOT
Total SA
2.98% of portfolio
Reported Price*: $61.26
MET
MetLife Inc.
2.97% of portfolio
Reported Price*: $53.92
LVLT
Level 3 Communications Inc.
2.72% of portfolio
Reported Price*: $33.17
ESRX
Express Scripts
2.70% of portfolio
Reported Price*: $70.24
ZTS
Zoetis Inc.
2.66% of portfolio
Reported Price*: $32.69
William Von Mueffling - Cantillon Capital Management $4.22 B 19 GOOGL
Google Inc.
10.84% of portfolio
Reported Price*: $560.36
BIDU
Baidu Inc.
9.84% of portfolio
Reported Price*: $177.88
HOG
Harley-Davidson
9.03% of portfolio
Reported Price*: $69.24
PCLN
Priceline.com Inc.
8.33% of portfolio
Reported Price*: $1162.40
ADI
Analog Devices
8.01% of portfolio
Reported Price*: $50.93
KO
Coca Cola Co.
7.00% of portfolio
Reported Price*: $41.31
FIS
Fidelity National Information Services
6.83% of portfolio
Reported Price*: $53.68
ECL
Ecolab Inc.
6.31% of portfolio
Reported Price*: $104.27
ALTR
Altera Corp.
4.35% of portfolio
Reported Price*: $32.53
LKQ
LKQ Corp.
4.32% of portfolio
Reported Price*: $32.90

* 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.