Portfolio Manager - Firm | Portfolio value | No. of stocks | Top 10 holdings (left to right) | |||||||||
AKO Capital | $7.03 B | 29 |
ALC
Alcon Inc.
7.33% of portfolio Reported Price*: $78.11 |
V
Visa Inc.
6.11% of portfolio Reported Price*: $260.35 |
MSFT
Microsoft Corp.
5.97% of portfolio Reported Price*: $376.04 |
ACN
Accenture
5.94% of portfolio Reported Price*: $350.91 |
BKNG
Booking Holdings Inc.
5.86% of portfolio Reported Price*: $3547.22 |
ICE
Intercontinental Exchange Inc.
5.85% of portfolio Reported Price*: $128.43 |
ANSS
ANSYS Inc.
5.02% of portfolio Reported Price*: $362.88 |
FICO
Fair Isaac Corp.
4.63% of portfolio Reported Price*: $1164.01 |
GE
General Electric
4.47% of portfolio Reported Price*: $127.63 |
INTU
Intuit Inc.
4.44% of portfolio Reported Price*: $625.03 |
Alex Roepers - Atlantic Investment Management | $219 M | 10 |
EMN
Eastman Chemical
14.98% of portfolio Reported Price*: $89.82 |
WCC
WESCO International Inc.
14.55% of portfolio Reported Price*: $173.88 |
TKR
Timken Co.
13.67% of portfolio Reported Price*: $80.15 |
WFRD
Weatherford International plc
13.25% of portfolio Reported Price*: $97.83 |
TEX
Terex Corp.
12.33% of portfolio Reported Price*: $57.46 |
FLS
Flowserve Corp.
11.35% of portfolio Reported Price*: $41.22 |
GT
Goodyear Tire & Rubber
7.04% of portfolio Reported Price*: $14.32 |
ASH
Ashland Global Holdings Inc.
6.67% of portfolio Reported Price*: $84.31 |
PTEN
Patterson-UTI Energy Inc.
3.87% of portfolio Reported Price*: $10.80 |
HUN
Huntsman Corp.
2.29% of portfolio Reported Price*: $25.13 |
AltaRock Partners | $4.48 B | 8 |
TDG
TransDigm Group Inc.
27.93% of portfolio Reported Price*: $1011.60 |
MSFT
Microsoft Corp.
16.70% of portfolio Reported Price*: $376.04 |
GOOGL
Alphabet Inc.
15.14% of portfolio Reported Price*: $139.69 |
AMZN
Amazon.com Inc.
15.03% of portfolio Reported Price*: $151.94 |
V
Visa Inc.
10.61% of portfolio Reported Price*: $260.35 |
MCO
Moody's Corp.
7.06% of portfolio Reported Price*: $390.56 |
CHTR
Charter Communications
4.97% of portfolio Reported Price*: $388.68 |
MA
Mastercard Inc.
2.56% of portfolio Reported Price*: $426.51 | ||
Bill & Melinda Gates Foundation Trust | $42.3 B | 24 |
MSFT
Microsoft Corp.
33.98% of portfolio Reported Price*: $376.04 |
BRK.B
Berkshire Hathaway CL B
16.80% of portfolio Reported Price*: $356.66 |
CNI
Canadian Natl Railway Co.
16.29% of portfolio Reported Price*: $125.63 |
WM
Waste Management Inc.
14.92% of portfolio Reported Price*: $179.10 |
CAT
Caterpillar Inc.
5.14% of portfolio Reported Price*: $295.67 |
DE
Deere & Co.
3.36% of portfolio Reported Price*: $399.87 |
ECL
Ecolab Inc.
2.45% of portfolio Reported Price*: $198.35 |
KOF
Coca-Cola FEMSA S A CV
1.39% of portfolio Reported Price*: $94.64 |
WMT
Walmart Inc.
1.13% of portfolio Reported Price*: $52.55 |
FDX
FedEx Corp.
0.92% of portfolio Reported Price*: $252.97 |
Bill Ackman - Pershing Square Capital Management | $10.4 B | 8 |
CMG
Chipotle Mexican Grill Inc.
18.15% of portfolio Reported Price*: $2286.96 |
QSR
Restaurant Brands International
17.55% of portfolio Reported Price*: $78.13 |
HLT
Hilton Worldwide Holdings
16.08% of portfolio Reported Price*: $182.09 |
HHH
Howard Hughes Holdings Inc.
15.51% of portfolio Reported Price*: $85.55 |
GOOG
Alphabet Inc. CL C
12.71% of portfolio Reported Price*: $140.93 |
CP
Canadian Pacific Kansas City
11.48% of portfolio Reported Price*: $79.06 |
GOOGL
Alphabet Inc.
5.85% of portfolio Reported Price*: $139.69 |
LOW
Lowe's Cos.
2.67% of portfolio Reported Price*: $222.55 | ||
Bill Miller - Miller Value Partners | $163 M | 41 |
STLA
Stellantis N.V.
7.09% of portfolio Reported Price*: $23.32 |
WAL
Western Alliance Bancorp
7.04% of portfolio Reported Price*: $65.79 |
UPRO
ProShares UltraPro S&P500
6.27% of portfolio Reported Price*: $54.74 |
JXN
Jackson Financial Inc.
6.26% of portfolio Reported Price*: $51.20 |
BFH
Bread Financial Holdings Inc.
6.21% of portfolio Reported Price*: $32.94 |
T
AT&T Inc.
5.67% of portfolio Reported Price*: $16.78 |
QUAD
Quad/Graphics Inc.
5.31% of portfolio Reported Price*: $5.42 |
OMF
OneMain Holdings
4.88% of portfolio Reported Price*: $49.20 |
BKE
Buckle Inc.
4.80% of portfolio Reported Price*: $47.52 |
VTRS
Viatris Inc.
4.72% of portfolio Reported Price*: $10.83 |
Bill Nygren - Oakmark Select Fund | $5.74 B | 22 |
CBRE
CBRE Group
8.56% of portfolio Reported Price*: $93.09 |
IQV
IQVIA Holdings Inc.
8.26% of portfolio Reported Price*: $231.38 |
LAD
Lithia Motors Inc.
7.45% of portfolio Reported Price*: $329.28 |
COF
Capital One Financial
7.09% of portfolio Reported Price*: $131.12 |
GOOGL
Alphabet Inc.
6.94% of portfolio Reported Price*: $139.69 |
SCHW
Charles Schwab Corp.
6.05% of portfolio Reported Price*: $68.80 |
FCNCA
First Citizens Bancshares
6.04% of portfolio Reported Price*: $1418.97 |
ICE
Intercontinental Exchange Inc.
5.31% of portfolio Reported Price*: $128.43 |
KKR
KKR & Co. L.P.
4.80% of portfolio Reported Price*: $82.85 |
WFC
Wells Fargo
4.04% of portfolio Reported Price*: $49.22 |
Bruce Berkowitz - Fairholme Capital | $1.56 B | 7 |
JOE
St. Joe Co.
87.58% of portfolio Reported Price*: $60.18 |
EPD
Enterprise Products Partners LP
8.81% of portfolio Reported Price*: $26.35 |
BRK.B
Berkshire Hathaway CL B
2.81% of portfolio Reported Price*: $356.66 |
WRB
W.R. Berkley Corp.
0.57% of portfolio Reported Price*: $70.72 |
OZK
Bank OZK
0.16% of portfolio Reported Price*: $49.82 |
AAPL
Apple Inc.
0.03% of portfolio Reported Price*: $192.50 |
BRK.A
Berkshire Hathaway CL A
0.03% of portfolio Reported Price*: $543000.00 | |||
Bryan Lawrence - Oakcliff Capital | $159 M | 10 |
IBKR
Interactive Brokers Group Inc.
17.72% of portfolio Reported Price*: $82.90 |
TDG
TransDigm Group Inc.
15.48% of portfolio Reported Price*: $1011.60 |
GIL
Gildan Activewear Inc.
12.81% of portfolio Reported Price*: $33.06 |
GOOG
Alphabet Inc. CL C
12.32% of portfolio Reported Price*: $140.93 |
GWRE
Guidewire Software Inc.
10.26% of portfolio Reported Price*: $109.04 |
CHTR
Charter Communications
9.41% of portfolio Reported Price*: $388.68 |
FNF
Fidelity National Financial Inc.
8.67% of portfolio Reported Price*: $51.02 |
SGU
Star Gas Partners LP
8.03% of portfolio Reported Price*: $11.53 |
LGIH
LGI Homes Inc.
3.23% of portfolio Reported Price*: $133.17 |
HNRG
Hallador Energy
2.07% of portfolio Reported Price*: $8.84 |
Carl Icahn - Icahn Capital Management | $10.9 B | 14 |
IEP
Icahn Enterprises
57.94% of portfolio Reported Price*: $17.19 |
CVI
CVR Energy Inc.
18.52% of portfolio Reported Price*: $30.30 |
SWX
Southwest Gas Holdings Inc.
6.40% of portfolio Reported Price*: $63.35 |
OXY.WS
Occidental Petroleum WTS
5.88% of portfolio Reported Price*: $38.93 |
BHC
Bausch Health
2.55% of portfolio Reported Price*: $8.02 |
FE
FirstEnergy Corp.
1.98% of portfolio Reported Price*: $36.66 |
DAN
Dana Inc.
1.91% of portfolio Reported Price*: $14.61 |
CNDT
Conduent Inc.
1.28% of portfolio Reported Price*: $3.65 |
AEP
American Electric Power
0.90% of portfolio Reported Price*: $81.22 |
SD
SandRidge Energy Inc.
0.60% of portfolio Reported Price*: $13.67 |
Charles Bobrinskoy - Ariel Focus Fund | $66 M | 27 |
GS
Goldman Sachs Group
6.71% of portfolio Reported Price*: $385.80 |
SNA
Snap-On Inc.
6.66% of portfolio Reported Price*: $288.82 |
BOKF
BOK Financial Corp.
5.40% of portfolio Reported Price*: $85.66 |
APA
APA Corp.
5.33% of portfolio Reported Price*: $35.88 |
MHK
Mohawk Industries
4.98% of portfolio Reported Price*: $103.51 |
ORCL
Oracle Corp.
4.95% of portfolio Reported Price*: $105.44 |
LMT
Lockheed Martin Corp.
4.83% of portfolio Reported Price*: $453.20 |
BAC
Bank of America Corp.
4.74% of portfolio Reported Price*: $33.67 |
REZI
Resideo Technologies Inc.
4.61% of portfolio Reported Price*: $18.82 |
MOS
Mosaic Co.
3.84% of portfolio Reported Price*: $35.72 |
Charlie Munger - Daily Journal Corp. | $185 M | 4 |
WFC
Wells Fargo
42.33% of portfolio Reported Price*: $49.22 |
BAC
Bank of America Corp.
41.84% of portfolio Reported Price*: $33.67 |
BABA
Alibaba Group Holdings
12.56% of portfolio Reported Price*: $77.51 |
USB
U.S. Bancorp
3.27% of portfolio Reported Price*: $43.28 | ||||||
Chase Coleman - Tiger Global Management | $14.1 B | 39 |
META
Meta Platforms Inc.
18.80% of portfolio Reported Price*: $353.96 |
MSFT
Microsoft Corp.
14.30% of portfolio Reported Price*: $376.04 |
APO
Apollo Global Management
8.15% of portfolio Reported Price*: $93.19 |
TTWO
Take-Two Interactive Software
5.91% of portfolio Reported Price*: $160.95 |
AMZN
Amazon.com Inc.
5.28% of portfolio Reported Price*: $151.94 |
SE
Sea Ltd
4.13% of portfolio Reported Price*: $40.50 |
GOOGL
Alphabet Inc.
4.03% of portfolio Reported Price*: $139.69 |
WDAY
Workday Inc.
3.89% of portfolio Reported Price*: $276.06 |
LLY
Eli Lilly & Co.
3.69% of portfolio Reported Price*: $582.92 |
NVDA
NVIDIA Corp.
3.41% of portfolio Reported Price*: $495.22 |
Chris Hohn - TCI Fund Management | $36 B | 11 |
GE
General Electric
14.78% of portfolio Reported Price*: $127.63 |
CNI
Canadian Natl Railway Co.
14.01% of portfolio Reported Price*: $125.72 |
MCO
Moody's Corp.
13.08% of portfolio Reported Price*: $390.56 |
CP
Canadian Pacific Kansas City
12.21% of portfolio Reported Price*: $79.14 |
V
Visa Inc.
12.16% of portfolio Reported Price*: $260.35 |
MSFT
Microsoft Corp.
11.12% of portfolio Reported Price*: $376.04 |
SPGI
S&P Global Inc.
11.06% of portfolio Reported Price*: $440.52 |
GOOG
Alphabet Inc. CL C
6.63% of portfolio Reported Price*: $140.93 |
TMO
Thermo Fisher Scientific
4.64% of portfolio Reported Price*: $530.79 |
FERG
Ferguson plc
0.23% of portfolio Reported Price*: $193.07 |
Christopher Bloomstran - Semper Augustus | $478 M | 35 |
BRK.B
Berkshire Hathaway CL B
17.43% of portfolio Reported Price*: $356.66 |
BRK.A
Berkshire Hathaway CL A
14.20% of portfolio Reported Price*: $542624.00 |
DG
Dollar General
11.84% of portfolio Reported Price*: $135.95 |
MCY
Mercury General Corp.
10.86% of portfolio Reported Price*: $37.31 |
OLN
Olin Corp.
5.71% of portfolio Reported Price*: $53.95 |
KGC
Kinross Gold Corp.
5.57% of portfolio Reported Price*: $6.05 |
NEM
Newmont Corp.
5.06% of portfolio Reported Price*: $41.39 |
DIS
Walt Disney Co.
3.79% of portfolio Reported Price*: $90.29 |
DINO
HF Sinclair Corp.
3.17% of portfolio Reported Price*: $55.57 |
PARA
Paramount Global CL B
2.76% of portfolio Reported Price*: $14.79 |
Christopher Davis - Davis Advisors | $17.7 B | 103 |
WFC
Wells Fargo
8.16% of portfolio Reported Price*: $49.22 |
COF
Capital One Financial
8.07% of portfolio Reported Price*: $131.12 |
META
Meta Platforms Inc.
7.92% of portfolio Reported Price*: $353.96 |
AMZN
Amazon.com Inc.
6.02% of portfolio Reported Price*: $151.94 |
BRK.A
Berkshire Hathaway CL A
5.77% of portfolio Reported Price*: $542625.07 |
AMAT
Applied Materials
5.44% of portfolio Reported Price*: $162.07 |
JPM
JPMorgan Chase & Co.
3.84% of portfolio Reported Price*: $170.10 |
VTRS
Viatris Inc.
3.83% of portfolio Reported Price*: $10.83 |
USB
U.S. Bancorp
3.74% of portfolio Reported Price*: $43.28 |
BK
Bank of New York Mellon Corp.
3.71% of portfolio Reported Price*: $52.05 |
Chuck Akre - Akre Capital Management | $11.9 B | 18 |
MA
Mastercard Inc.
18.17% of portfolio Reported Price*: $426.51 |
MCO
Moody's Corp.
15.70% of portfolio Reported Price*: $390.56 |
AMT
American Tower Corp.
12.36% of portfolio Reported Price*: $215.88 |
KKR
KKR & Co. L.P.
11.61% of portfolio Reported Price*: $82.85 |
ORLY
O'Reilly Automotive
8.15% of portfolio Reported Price*: $950.08 |
V
Visa Inc.
7.69% of portfolio Reported Price*: $260.35 |
ROP
Roper Technologies Inc.
7.21% of portfolio Reported Price*: $545.17 |
BN
Brookfield Corp.
6.09% of portfolio Reported Price*: $40.12 |
CSGP
CoStar Group Inc.
5.34% of portfolio Reported Price*: $87.39 |
DHR
Danaher Corp.
3.46% of portfolio Reported Price*: $231.34 |
Clifford Sosin - CAS Investment Partners | $827 M | 5 |
CVNA
Carvana Co.
43.72% of portfolio Reported Price*: $52.94 |
HGV
Hilton Grand Vacations Inc.
32.90% of portfolio Reported Price*: $40.18 |
WRLD
World Acceptance Corp.
8.88% of portfolio Reported Price*: $130.53 |
COF
Capital One Financial
8.46% of portfolio Reported Price*: $131.12 |
CDLX
Cardlytics Inc.
6.03% of portfolio Reported Price*: $9.21 | |||||
Daniel Loeb - Third Point | $6.59 B | 36 |
PCG
PG&E Corp.
15.84% of portfolio Reported Price*: $18.03 |
MSFT
Microsoft Corp.
11.50% of portfolio Reported Price*: $376.04 |
AMZN
Amazon.com Inc.
9.69% of portfolio Reported Price*: $151.94 |
BBWI
Bath & Body Works Inc.
9.07% of portfolio Reported Price*: $43.16 |
DHR
Danaher Corp.
7.20% of portfolio Reported Price*: $231.34 |
META
Meta Platforms Inc.
6.23% of portfolio Reported Price*: $353.96 |
X
United States Steel Corp.
4.06% of portfolio Reported Price*: $48.65 |
DD
DuPont de Nemours Inc.
4.05% of portfolio Reported Price*: $76.93 |
AIG
American International Group
3.55% of portfolio Reported Price*: $67.75 |
J
Jacobs Solutions Inc.
3.45% of portfolio Reported Price*: $129.80 |
David Abrams - Abrams Capital Management | $3.22 B | 15 |
LAD
Lithia Motors Inc.
24.47% of portfolio Reported Price*: $329.28 |
ABG
Asbury Automotive Group Inc.
14.74% of portfolio Reported Price*: $224.97 |
GOOGL
Alphabet Inc.
10.08% of portfolio Reported Price*: $139.69 |
UHAL.B
U Haul Holding Co Non Voting
8.02% of portfolio Reported Price*: $70.44 |
META
Meta Platforms Inc.
7.83% of portfolio Reported Price*: $353.96 |
ET
Energy Transfer LP
7.65% of portfolio Reported Price*: $13.80 |
CPNG
Coupang Inc.
6.55% of portfolio Reported Price*: $16.19 |
WTW
Willis Towers Watson plc
6.05% of portfolio Reported Price*: $241.20 |
TPX
Tempur Sealy Int.
5.70% of portfolio Reported Price*: $50.97 |
CWH
Camping World Holdings Inc.
4.17% of portfolio Reported Price*: $26.26 |
David Einhorn - Greenlight Capital | $2.05 B | 40 |
GRBK
Green Brick Partners
28.92% of portfolio Reported Price*: $51.94 |
CEIX
CONSOL Energy Inc.
10.34% of portfolio Reported Price*: $100.53 |
BHF
Brighthouse Financial Inc.
7.86% of portfolio Reported Price*: $52.92 |
KD
Kyndryl Holdings Inc
6.45% of portfolio Reported Price*: $20.78 |
THC
Tenet Healthcare Corp.
4.86% of portfolio Reported Price*: $75.57 |
ODP
ODP Corp.
4.81% of portfolio Reported Price*: $56.30 |
ALIT
Alight Inc.
3.85% of portfolio Reported Price*: $8.53 |
GLD
SPDR Gold Trust
3.61% of portfolio Reported Price*: $191.17 |
TECK
Teck Resources
3.20% of portfolio Reported Price*: $42.27 |
LIVN
LivaNova PLC
3.11% of portfolio Reported Price*: $51.74 |
David Katz - Matrix Asset Advisors | $786 M | 99 |
MSFT
Microsoft Corp.
6.94% of portfolio Reported Price*: $376.04 |
JPM
JPMorgan Chase & Co.
4.51% of portfolio Reported Price*: $170.10 |
QCOM
QUALCOMM Inc.
3.74% of portfolio Reported Price*: $144.63 |
MS
Morgan Stanley
3.64% of portfolio Reported Price*: $93.25 |
CMCSA
Comcast Corp.
3.55% of portfolio Reported Price*: $43.85 |
BK
Bank of New York Mellon Corp.
3.55% of portfolio Reported Price*: $52.05 |
PNC
PNC Financial Services
3.42% of portfolio Reported Price*: $154.85 |
AAPL
Apple Inc.
3.40% of portfolio Reported Price*: $192.53 |
ABBV
AbbVie Inc.
3.24% of portfolio Reported Price*: $154.97 |
CSCO
Cisco Systems
3.20% of portfolio Reported Price*: $50.52 |
David Rolfe - Wedgewood Partners | $475 M | 20 |
META
Meta Platforms Inc.
9.89% of portfolio Reported Price*: $460.12 |
GOOGL
Alphabet Inc.
8.29% of portfolio Reported Price*: $145.14 |
V
Visa Inc.
7.73% of portfolio Reported Price*: $275.81 |
AAPL
Apple Inc.
7.03% of portfolio Reported Price*: $185.04 |
TSM
Taiwan Semiconductor S.A.
6.94% of portfolio Reported Price*: $127.55 |
PYPL
PayPal Holdings Inc.
6.39% of portfolio Reported Price*: $58.26 |
MSFT
Microsoft Corp.
6.13% of portfolio Reported Price*: $406.31 |
CPRT
Copart Inc.
5.59% of portfolio Reported Price*: $49.23 |
MSI
Motorola Solutions Inc.
5.52% of portfolio Reported Price*: $319.21 |
UNH
United Health Group Inc.
5.35% of portfolio Reported Price*: $516.84 |
David Tepper - Appaloosa Management | $5.66 B | 39 |
META
Meta Platforms Inc.
11.57% of portfolio Reported Price*: $353.96 |
MSFT
Microsoft Corp.
11.30% of portfolio Reported Price*: $376.04 |
AMZN
Amazon.com Inc.
10.61% of portfolio Reported Price*: $151.94 |
NVDA
NVIDIA Corp.
6.92% of portfolio Reported Price*: $495.22 |
UBER
Uber Technologies Inc.
6.53% of portfolio Reported Price*: $61.57 |
BABA
Alibaba Group Holdings
5.96% of portfolio Reported Price*: $77.51 |
GOOG
Alphabet Inc. CL C
5.73% of portfolio Reported Price*: $140.93 |
AMD
Advanced Micro Devices
5.24% of portfolio Reported Price*: $147.41 |
INTC
Intel Corp.
4.09% of portfolio Reported Price*: $50.25 |
FDX
FedEx Corp.
2.91% of portfolio Reported Price*: $252.97 |
Dennis Hong - ShawSpring Partners | $609 M | 6 |
IAC
IAC Inc.
30.84% of portfolio Reported Price*: $52.38 |
SE
Sea Ltd
17.99% of portfolio Reported Price*: $40.50 |
HLT
Hilton Worldwide Holdings
17.58% of portfolio Reported Price*: $182.09 |
CPNG
Coupang Inc.
16.77% of portfolio Reported Price*: $16.19 |
INTU
Intuit Inc.
15.14% of portfolio Reported Price*: $625.03 |
BLND
Blend Labs Inc.
1.67% of portfolio Reported Price*: $2.55 | ||||
Dodge & Cox | $97.2 B | 78 |
WFC
Wells Fargo
4.12% of portfolio Reported Price*: $49.22 |
SCHW
Charles Schwab Corp.
4.10% of portfolio Reported Price*: $68.80 |
OXY
Occidental Petroleum
3.34% of portfolio Reported Price*: $59.71 |
FI
Fiserv Inc.
3.18% of portfolio Reported Price*: $132.84 |
SNY
Sanofi Aventis
2.98% of portfolio Reported Price*: $49.73 |
CI
Cigna Group
2.84% of portfolio Reported Price*: $299.45 |
MSFT
Microsoft Corp.
2.72% of portfolio Reported Price*: $376.04 |
GOOG
Alphabet Inc. CL C
2.64% of portfolio Reported Price*: $140.93 |
MET
MetLife Inc.
2.59% of portfolio Reported Price*: $66.13 |
RTX
RTX Corp.
2.50% of portfolio Reported Price*: $84.14 |
First Eagle Investment Management | $41.8 B | 407 |
META
Meta Platforms Inc.
4.75% of portfolio Reported Price*: $353.96 |
ORCL
Oracle Corp.
4.67% of portfolio Reported Price*: $105.43 |
SLB
Schlumberger Ltd.
3.35% of portfolio Reported Price*: $52.04 |
CMCSA
Comcast Corp.
3.35% of portfolio Reported Price*: $43.85 |
WTW
Willis Towers Watson plc
3.22% of portfolio Reported Price*: $241.20 |
XOM
Exxon Mobil Corp.
3.16% of portfolio Reported Price*: $99.98 |
FMX
Fomento Economico Mexicano
3.11% of portfolio Reported Price*: $130.35 |
IMO
Imperial Oil Ltd.
3.07% of portfolio Reported Price*: $56.97 |
HCA
HCA Healthcare Inc.
2.92% of portfolio Reported Price*: $270.68 |
WPM
Wheaton Precious Metals Corp.
2.49% of portfolio Reported Price*: $49.34 |
FPA Queens Road Small Cap Value Fund | $630 M | 49 |
FN
Fabrinet
5.96% of portfolio Reported Price*: $190.33 |
SNX
SYNNEX Corp.
5.19% of portfolio Reported Price*: $107.61 |
IDCC
InterDigital Inc.
4.90% of portfolio Reported Price*: $108.54 |
PVH
PVH Corp.
4.48% of portfolio Reported Price*: $122.12 |
SFBS
ServisFirst Bancshares Inc.
4.07% of portfolio Reported Price*: $66.63 |
AEL
American Equity Inv. Life Hldg Co
3.62% of portfolio Reported Price*: $55.80 |
RLI
RLI Corp.
3.39% of portfolio Reported Price*: $133.12 |
OSK
Oshkosh Corp.
3.37% of portfolio Reported Price*: $108.41 |
MSM
MSC Industrial Direct
3.11% of portfolio Reported Price*: $101.26 |
CNXC
Concentrix Corp.
2.96% of portfolio Reported Price*: $98.21 |
Francis Chou - Chou Associates | $76 M | 16 |
BRK.A
Berkshire Hathaway CL A
57.06% of portfolio Reported Price*: $542625.00 |
BHC
Bausch Health
7.54% of portfolio Reported Price*: $8.02 |
ALLY
Ally Financial Inc.
7.15% of portfolio Reported Price*: $34.92 |
SYF
Synchrony Financial
6.02% of portfolio Reported Price*: $38.19 |
HTZWW
Hertz Global Hldgs Inc. WTS
5.34% of portfolio Reported Price*: $5.48 |
NAVI
Navient Corp.
4.49% of portfolio Reported Price*: $18.62 |
C
Citigroup Inc.
3.90% of portfolio Reported Price*: $51.44 |
LBTYA
Liberty Global Ltd CL A
2.26% of portfolio Reported Price*: $17.77 |
BB
BlackBerry Ltd.
1.46% of portfolio Reported Price*: $3.55 |
WFC
Wells Fargo
1.26% of portfolio Reported Price*: $49.23 |
Francois Rochon - Giverny Capital | $2.13 B | 58 |
BRK.B
Berkshire Hathaway CL B
8.11% of portfolio Reported Price*: $356.66 |
AME
Ametek Inc.
7.05% of portfolio Reported Price*: $164.89 |
FIVE
Five Below Inc.
6.55% of portfolio Reported Price*: $213.16 |
KMX
CarMax Inc.
5.53% of portfolio Reported Price*: $76.74 |
MKL
Markel Group Inc.
5.28% of portfolio Reported Price*: $1419.90 |
META
Meta Platforms Inc.
4.79% of portfolio Reported Price*: $353.96 |
HEI.A
HEICO Corp. CL A
4.66% of portfolio Reported Price*: $142.44 |
V
Visa Inc.
4.61% of portfolio Reported Price*: $260.35 |
GOOG
Alphabet Inc. CL C
4.23% of portfolio Reported Price*: $140.93 |
NVR
NVR Inc.
4.17% of portfolio Reported Price*: $7000.47 |
Glenn Greenberg - Brave Warrior Advisors | $4.19 B | 30 |
ELV
Elevance Health Inc.
19.76% of portfolio Reported Price*: $471.56 |
FNF
Fidelity National Financial Inc.
11.50% of portfolio Reported Price*: $51.02 |
PRI
Primerica Inc.
10.38% of portfolio Reported Price*: $205.76 |
APO
Apollo Global Management
10.01% of portfolio Reported Price*: $93.19 |
OMF
OneMain Holdings
7.53% of portfolio Reported Price*: $49.20 |
DFS
Discover Financial Services
7.06% of portfolio Reported Price*: $112.40 |
FG
F&g Annuities & Life Inc
6.82% of portfolio Reported Price*: $46.00 |
JPM
JPMorgan Chase & Co.
6.72% of portfolio Reported Price*: $170.10 |
LAD
Lithia Motors Inc.
6.47% of portfolio Reported Price*: $329.28 |
RJF
Raymond James Financial Inc.
5.69% of portfolio Reported Price*: $111.50 |
Glenn Welling - Engaged Capital | $683 M | 9 |
EVH
Evolent Health Inc.
15.78% of portfolio Reported Price*: $33.03 |
SHAK
Shake Shack Inc.
14.84% of portfolio Reported Price*: $74.12 |
VFC
V.F. Corp.
14.71% of portfolio Reported Price*: $18.80 |
NCR
NCR Corp.
12.43% of portfolio Reported Price*: $16.91 |
UPBD
Upbound Group Inc.
11.93% of portfolio Reported Price*: $33.97 |
NATL
NCR Atleos Corp.
8.93% of portfolio Reported Price*: $24.29 |
PRAA
PRA Group Inc.
7.72% of portfolio Reported Price*: $26.20 |
BRCC
BRC Inc.
6.83% of portfolio Reported Price*: $3.63 |
NVRO
Nevro Corp.
6.83% of portfolio Reported Price*: $21.52 | |
Greenhaven Associates | $9.38 B | 27 |
LEN
Lennar Corp.
14.37% of portfolio Reported Price*: $149.04 |
GS
Goldman Sachs Group
9.59% of portfolio Reported Price*: $385.77 |
C
Citigroup Inc.
8.84% of portfolio Reported Price*: $51.44 |
GM
General Motors
8.82% of portfolio Reported Price*: $35.92 |
JPM
JPMorgan Chase & Co.
8.57% of portfolio Reported Price*: $170.10 |
CRH
CRH plc
8.22% of portfolio Reported Price*: $69.16 |
PHM
PulteGroup Inc.
6.30% of portfolio Reported Price*: $103.22 |
TOL
Toll Brothers
6.08% of portfolio Reported Price*: $102.79 |
WRK
WestRock Co.
5.94% of portfolio Reported Price*: $41.52 |
DHI
D.R. Horton
5.75% of portfolio Reported Price*: $151.98 |
Greg Alexander - Conifer Management | $1.03 B | 7 |
STLA
Stellantis N.V.
31.70% of portfolio Reported Price*: $23.32 |
EQH
Equitable Holdings Inc.
24.57% of portfolio Reported Price*: $33.30 |
LAD
Lithia Motors Inc.
22.38% of portfolio Reported Price*: $329.28 |
GPI
Group 1 Automotive
15.61% of portfolio Reported Price*: $304.74 |
YNDX
Yandex N.V.
3.79% of portfolio Reported Price*: $7.10 |
RMNI
Rimini Street Inc.
1.88% of portfolio Reported Price*: $3.27 |
CRESW
Cresud Inc. WTS
0.07% of portfolio Reported Price*: $0.58 | |||
Guy Spier - Aquamarine Capital | $229 M | 12 |
BRK.B
Berkshire Hathaway CL B
21.92% of portfolio Reported Price*: $356.66 |
AXP
American Express
17.20% of portfolio Reported Price*: $187.34 |
MA
Mastercard Inc.
12.26% of portfolio Reported Price*: $426.51 |
RACE
Ferrari NV
11.78% of portfolio Reported Price*: $336.91 |
BAC
Bank of America Corp.
11.30% of portfolio Reported Price*: $33.67 |
MU
Micron Technology Inc.
7.46% of portfolio Reported Price*: $85.34 |
BRK.A
Berkshire Hathaway CL A
7.12% of portfolio Reported Price*: $542633.33 |
MCO
Moody's Corp.
4.61% of portfolio Reported Price*: $390.56 |
SRG
Seritage Growth Properties
2.04% of portfolio Reported Price*: $9.35 |
DJCO
Daily Journal Corp.
1.71% of portfolio Reported Price*: $340.78 |
Harry Burn - Sound Shore | $2.88 B | 36 |
PVH
PVH Corp.
4.24% of portfolio Reported Price*: $122.12 |
FLEX
Flex Ltd.
4.09% of portfolio Reported Price*: $30.46 |
COF
Capital One Financial
3.86% of portfolio Reported Price*: $131.12 |
WFC
Wells Fargo
3.86% of portfolio Reported Price*: $49.22 |
GM
General Motors
3.39% of portfolio Reported Price*: $35.92 |
BA
Boeing Co.
3.36% of portfolio Reported Price*: $260.66 |
MU
Micron Technology Inc.
3.24% of portfolio Reported Price*: $85.34 |
TEVA
Teva Pharmaceutical Industries Ltd.
3.23% of portfolio Reported Price*: $10.44 |
FIS
Fidelity National Information Services
3.20% of portfolio Reported Price*: $60.07 |
HII
Huntington Ingalls Industries
3.18% of portfolio Reported Price*: $259.64 |
Hillman Value Fund | $223 M | 37 |
SPG
Simon Property Group Inc.
3.20% of portfolio Reported Price*: $142.64 |
JWN
Nordstrom
3.12% of portfolio Reported Price*: $18.45 |
CRM
Salesforce.com
3.04% of portfolio Reported Price*: $263.14 |
USB
U.S. Bancorp
3.03% of portfolio Reported Price*: $43.28 |
BK
Bank of New York Mellon Corp.
3.03% of portfolio Reported Price*: $52.05 |
LRCX
Lam Research
3.02% of portfolio Reported Price*: $783.26 |
CVS
CVS Health Corp.
2.90% of portfolio Reported Price*: $78.96 |
ASML
ASML Holding NV
2.88% of portfolio Reported Price*: $756.95 |
EL
Estee Lauder Cos.
2.88% of portfolio Reported Price*: $146.25 |
EMR
Emerson Electric
2.88% of portfolio Reported Price*: $97.33 |
Howard Marks - Oaktree Capital Management | $5.39 B | 67 |
TRMD
Torm Plc
28.64% of portfolio Reported Price*: $30.26 |
CHK
Chesapeake Energy
9.99% of portfolio Reported Price*: $76.94 |
GTX
Garrett Motion Inc.
7.91% of portfolio Reported Price*: $9.67 |
STR
Sitio Royalties Corp A
5.64% of portfolio Reported Price*: $23.51 |
RWAY
Runway Growth Finance Corp
3.86% of portfolio Reported Price*: $12.62 |
VALE
Vale SA
2.77% of portfolio Reported Price*: $15.86 |
NMIH
NMI Holdings
2.58% of portfolio Reported Price*: $29.68 |
SBLK
Star Bulk Carriers Corp.
2.41% of portfolio Reported Price*: $21.26 |
FCX
Freeport-McMoran Inc.
2.31% of portfolio Reported Price*: $42.57 |
BBD
Banco Bradesco
2.23% of portfolio Reported Price*: $3.50 |
Jensen Investment Management | $13.2 B | 82 |
MSFT
Microsoft Corp.
7.34% of portfolio Reported Price*: $376.04 |
GOOGL
Alphabet Inc.
6.66% of portfolio Reported Price*: $139.69 |
ACN
Accenture
6.45% of portfolio Reported Price*: $350.91 |
PEP
PepsiCo Inc.
6.21% of portfolio Reported Price*: $169.84 |
AAPL
Apple Inc.
5.71% of portfolio Reported Price*: $192.53 |
UNH
United Health Group Inc.
5.46% of portfolio Reported Price*: $526.47 |
SYK
Stryker Corp.
5.24% of portfolio Reported Price*: $299.46 |
INTU
Intuit Inc.
5.21% of portfolio Reported Price*: $625.03 |
MMC
Marsh & McLennan
4.23% of portfolio Reported Price*: $189.47 |
NKE
NIKE Inc.
3.99% of portfolio Reported Price*: $108.57 |
John Armitage - Egerton Capital | $9.23 B | 22 |
V
Visa Inc.
10.35% of portfolio Reported Price*: $260.35 |
CP
Canadian Pacific Kansas City
9.76% of portfolio Reported Price*: $79.06 |
AMZN
Amazon.com Inc.
7.65% of portfolio Reported Price*: $151.94 |
CNI
Canadian Natl Railway Co.
7.22% of portfolio Reported Price*: $125.63 |
MSFT
Microsoft Corp.
7.01% of portfolio Reported Price*: $376.04 |
META
Meta Platforms Inc.
6.91% of portfolio Reported Price*: $353.96 |
GE
General Electric
5.95% of portfolio Reported Price*: $127.63 |
GOOG
Alphabet Inc. CL C
5.29% of portfolio Reported Price*: $140.93 |
FI
Fiserv Inc.
4.96% of portfolio Reported Price*: $132.84 |
FCNCA
First Citizens Bancshares
4.66% of portfolio Reported Price*: $1418.97 |
John Rogers - Ariel Appreciation Fund | $1.06 B | 43 |
NTRS
Northern Trust Corp.
4.22% of portfolio Reported Price*: $84.38 |
GS
Goldman Sachs Group
3.99% of portfolio Reported Price*: $385.77 |
SCHW
Charles Schwab Corp.
3.68% of portfolio Reported Price*: $68.80 |
CRL
Charles River Labs
3.42% of portfolio Reported Price*: $236.40 |
LH
Laboratory Corp. of America Hldgs
3.28% of portfolio Reported Price*: $227.29 |
MAT
Mattel Inc.
3.21% of portfolio Reported Price*: $18.88 |
SWK
Stanley Black & Decker Inc.
3.05% of portfolio Reported Price*: $98.10 |
AXTA
Axalta Coating Systems Ltd.
3.02% of portfolio Reported Price*: $33.97 |
IPG
Interpublic Group
3.01% of portfolio Reported Price*: $32.64 |
GNRC
Generac Holdings Inc.
2.89% of portfolio Reported Price*: $129.24 |
Josh Tarasoff - Greenlea Lane Capital | $323 M | 10 |
AMZN
Amazon.com Inc.
22.84% of portfolio Reported Price*: $151.94 |
BN
Brookfield Corp.
20.07% of portfolio Reported Price*: $40.12 |
BRK.A
Berkshire Hathaway CL A
11.93% of portfolio Reported Price*: $542619.72 |
MSFT
Microsoft Corp.
10.38% of portfolio Reported Price*: $376.04 |
MKL
Markel Group Inc.
9.73% of portfolio Reported Price*: $1419.88 |
SHOP
Shopify Inc.
6.31% of portfolio Reported Price*: $77.90 |
GOOGL
Alphabet Inc.
5.98% of portfolio Reported Price*: $139.69 |
MNDY
monday.com Ltd.
5.01% of portfolio Reported Price*: $187.81 |
BUR
Burford Capital Ltd
4.92% of portfolio Reported Price*: $15.60 |
TRUP
Trupanion Inc.
2.83% of portfolio Reported Price*: $30.51 |
Kahn Brothers Group | $635 M | 43 |
AGO
Assured Guaranty Ltd.
11.64% of portfolio Reported Price*: $74.83 |
MRK
Merck & Co.
10.73% of portfolio Reported Price*: $109.02 |
NYCB
New York Community Bancorp
9.93% of portfolio Reported Price*: $10.23 |
C
Citigroup Inc.
9.80% of portfolio Reported Price*: $51.44 |
BP
BP plc
9.56% of portfolio Reported Price*: $35.40 |
GSK
GSK plc
7.35% of portfolio Reported Price*: $37.06 |
BMY
Bristol-Myers Squibb
6.74% of portfolio Reported Price*: $51.31 |
PTEN
Patterson-UTI Energy Inc.
5.95% of portfolio Reported Price*: $10.80 |
SEB
Seaboard Corp.
5.04% of portfolio Reported Price*: $3570.12 |
VOXX
VOXX International Corp.
4.84% of portfolio Reported Price*: $10.68 |
Lee Ainslie - Maverick Capital | $4.85 B | 344 |
CPNG
Coupang Inc.
24.39% of portfolio Reported Price*: $16.19 |
AMZN
Amazon.com Inc.
4.50% of portfolio Reported Price*: $151.94 |
PM
Philip Morris Intl.
3.02% of portfolio Reported Price*: $94.08 |
V
Visa Inc.
2.56% of portfolio Reported Price*: $260.35 |
JLL
Jones Lang Lasalle Inc.
2.54% of portfolio Reported Price*: $188.87 |
RCKT
Rocket Pharmaceuticals Inc.
2.49% of portfolio Reported Price*: $29.97 |
NU
Nu Holdings Ltd
2.46% of portfolio Reported Price*: $8.33 |
DPZ
Dominos Pizza Inc.
2.37% of portfolio Reported Price*: $412.23 |
LPLA
LPL Financial Holdings Inc.
2.28% of portfolio Reported Price*: $227.62 |
META
Meta Platforms Inc.
2.27% of portfolio Reported Price*: $353.96 |
Leon Cooperman | $2.1 B | 50 |
COOP
Mr. Cooper Group Inc.
9.47% of portfolio Reported Price*: $65.12 |
ET
Energy Transfer LP
7.92% of portfolio Reported Price*: $13.80 |
APO
Apollo Global Management
7.21% of portfolio Reported Price*: $93.19 |
LAD
Lithia Motors Inc.
6.52% of portfolio Reported Price*: $329.28 |
WSC
WillScot Mobile Mini Hldgs Corp.
6.33% of portfolio Reported Price*: $44.50 |
VRT
Vertiv Holdings Co.
5.37% of portfolio Reported Price*: $48.03 |
DVN
Devon Energy Corp.
4.74% of portfolio Reported Price*: $45.30 |
MSFT
Microsoft Corp.
4.40% of portfolio Reported Price*: $376.04 |
GOOGL
Alphabet Inc.
4.32% of portfolio Reported Price*: $139.69 |
RRX
Regal Rexnord Corp.
4.23% of portfolio Reported Price*: $148.02 |
Li Lu - Himalaya Capital Management | $2.06 B | 6 |
BAC
Bank of America Corp.
29.56% of portfolio Reported Price*: $33.67 |
GOOG
Alphabet Inc. CL C
20.83% of portfolio Reported Price*: $140.93 |
GOOGL
Alphabet Inc.
17.25% of portfolio Reported Price*: $139.69 |
BRK.B
Berkshire Hathaway CL B
15.55% of portfolio Reported Price*: $356.66 |
EWBC
East West Bancorp
9.70% of portfolio Reported Price*: $71.95 |
AAPL
Apple Inc.
7.10% of portfolio Reported Price*: $192.53 | ||||
Lindsell Train | $5.16 B | 30 |
MDLZ
Mondelez International
23.67% of portfolio Reported Price*: $72.44 |
FICO
Fair Isaac Corp.
13.66% of portfolio Reported Price*: $1165.88 |
INTU
Intuit Inc.
13.28% of portfolio Reported Price*: $625.27 |
PEP
PepsiCo Inc.
10.69% of portfolio Reported Price*: $169.85 |
DIS
Walt Disney Co.
9.73% of portfolio Reported Price*: $90.30 |
TKO
TKO Group Holdings Inc.
9.31% of portfolio Reported Price*: $81.56 |
PYPL
PayPal Holdings Inc.
6.26% of portfolio Reported Price*: $61.41 |
EBAY
eBay Inc.
4.72% of portfolio Reported Price*: $43.64 |
MANU
Manchester United plc
4.39% of portfolio Reported Price*: $20.38 |
BF.A
Brown-Forman Corp. CL A
3.39% of portfolio Reported Price*: $59.55 |
Mairs & Power Growth Fund | $5.01 B | 46 |
MSFT
Microsoft Corp.
9.88% of portfolio Reported Price*: $376.04 |
UNH
United Health Group Inc.
5.52% of portfolio Reported Price*: $526.47 |
AMZN
Amazon.com Inc.
5.29% of portfolio Reported Price*: $151.94 |
GOOG
Alphabet Inc. CL C
4.81% of portfolio Reported Price*: $140.93 |
JPM
JPMorgan Chase & Co.
4.29% of portfolio Reported Price*: $170.10 |
NVDA
NVIDIA Corp.
4.04% of portfolio Reported Price*: $495.22 |
GGG
Graco Inc.
3.78% of portfolio Reported Price*: $86.76 |
TTC
Toro Co.
3.27% of portfolio Reported Price*: $95.99 |
USB
U.S. Bancorp
3.08% of portfolio Reported Price*: $43.28 |
MDT
Medtronic plc
2.90% of portfolio Reported Price*: $82.38 |
Mason Hawkins - Longleaf Partners | $1.19 B | 20 |
AMG
Affiliated Managers Group
6.25% of portfolio Reported Price*: $151.42 |
CNHI
CNH Industrial NV
6.11% of portfolio Reported Price*: $12.21 |
MAT
Mattel Inc.
5.97% of portfolio Reported Price*: $18.88 |
FIS
Fidelity National Information Services
5.92% of portfolio Reported Price*: $60.07 |
CNX
CNX Resources Corp.
5.65% of portfolio Reported Price*: $20.00 |
K
Kellanova
5.65% of portfolio Reported Price*: $55.91 |
IAC
IAC Inc.
5.45% of portfolio Reported Price*: $52.38 |
FDX
FedEx Corp.
5.43% of portfolio Reported Price*: $252.97 |
BIO
Bio-Rad Laboratories Inc.
5.33% of portfolio Reported Price*: $322.89 |
MGM
MGM Resorts International
5.28% of portfolio Reported Price*: $44.68 |
Meridian Contrarian Fund | $570 M | 66 |
FCNCA
First Citizens Bancshares
3.11% of portfolio Reported Price*: $1418.97 |
VICI
VICI Properties Inc.
2.95% of portfolio Reported Price*: $31.88 |
TAP
Molson Coors Beverage Co.
2.89% of portfolio Reported Price*: $61.21 |
PRGO
Perrigo Co.
2.89% of portfolio Reported Price*: $32.18 |
CCJ
Cameco Corp.
2.87% of portfolio Reported Price*: $43.10 |
ALEX
Alexander & Baldwin
2.70% of portfolio Reported Price*: $19.02 |
SGH
SMART Global Holdings
2.69% of portfolio Reported Price*: $18.93 |
THC
Tenet Healthcare Corp.
2.68% of portfolio Reported Price*: $75.57 |
CACI
CACI International Inc.
2.67% of portfolio Reported Price*: $323.85 |
CRC
California Resources Corp.
2.67% of portfolio Reported Price*: $54.68 |
Michael Burry - Scion Asset Management | $95 M | 25 |
BABA
Alibaba Group Holdings
6.15% of portfolio Reported Price*: $77.51 |
JD
JD.com Inc.
6.11% of portfolio Reported Price*: $28.89 |
HCA
HCA Healthcare Inc.
5.72% of portfolio Reported Price*: $270.70 |
ORCL
Oracle Corp.
5.57% of portfolio Reported Price*: $105.44 |
C
Citigroup Inc.
5.44% of portfolio Reported Price*: $51.44 |
CVS
CVS Health Corp.
5.43% of portfolio Reported Price*: $78.95 |
NXST
Nexstar Media Group
5.39% of portfolio Reported Price*: $156.74 |
GOOGL
Alphabet Inc.
5.17% of portfolio Reported Price*: $139.69 |
SBLK
Star Bulk Carriers Corp.
4.95% of portfolio Reported Price*: $21.26 |
AMZN
Amazon.com Inc.
4.82% of portfolio Reported Price*: $151.93 |
Mohnish Pabrai - Pabrai Investments | $248 M | 4 |
AMR
Alpha Metallurgical Resources Inc.
53.86% of portfolio Reported Price*: $338.92 |
ARCH
Arch Resources Inc.
15.72% of portfolio Reported Price*: $165.94 |
HCC
Warrior Met Coal Inc.
15.47% of portfolio Reported Price*: $60.97 |
CEIX
CONSOL Energy Inc.
14.95% of portfolio Reported Price*: $100.53 | ||||||
Nelson Peltz - Trian Fund Management | $7.01 B | 9 |
DIS
Walt Disney Co.
41.67% of portfolio Reported Price*: $90.29 |
JHG
Janus Henderson Group
13.71% of portfolio Reported Price*: $30.15 |
FERG
Ferguson plc
11.55% of portfolio Reported Price*: $193.07 |
WEN
Wendy's Co.
8.75% of portfolio Reported Price*: $19.48 |
IVZ
Invesco Ltd
8.64% of portfolio Reported Price*: $17.84 |
GE
General Electric
7.34% of portfolio Reported Price*: $127.63 |
ALL
Allstate Corp.
5.58% of portfolio Reported Price*: $139.98 |
GEHC
GE HealthCare Technologies Inc.
1.48% of portfolio Reported Price*: $77.32 |
SYY
Sysco Corp.
1.28% of portfolio Reported Price*: $73.13 | |
Norbert Lou - Punch Card Management | $381 M | 5 |
BRK.A
Berkshire Hathaway CL A
49.70% of portfolio Reported Price*: $542624.64 |
ALLY
Ally Financial Inc.
27.58% of portfolio Reported Price*: $34.92 |
WGO
Winnebago Industries Inc.
19.06% of portfolio Reported Price*: $72.88 |
SWBI
Smith & Wesson Brands
2.99% of portfolio Reported Price*: $13.56 |
SGOV
Ishares 0 3 Month Treasury B
0.66% of portfolio Reported Price*: $100.28 | |||||
Pat Dorsey - Dorsey Asset Management | $778 M | 9 |
META
Meta Platforms Inc.
17.57% of portfolio Reported Price*: $353.96 |
SMAR
Smartsheet Inc.
15.65% of portfolio Reported Price*: $47.82 |
GOOG
Alphabet Inc. CL C
15.54% of portfolio Reported Price*: $140.93 |
WIX
Wix.com Ltd.
12.11% of portfolio Reported Price*: $123.02 |
HRI
HERC Holdings Inc.
9.89% of portfolio Reported Price*: $148.89 |
PYPL
PayPal Holdings Inc.
9.70% of portfolio Reported Price*: $61.41 |
DHR
Danaher Corp.
9.35% of portfolio Reported Price*: $231.34 |
UPWK
Upwork Inc.
5.35% of portfolio Reported Price*: $14.87 |
SEMR
SEMrush Holdings Inc.
4.85% of portfolio Reported Price*: $13.66 | |
Polen Capital Management | $41.5 B | 106 |
AMZN
Amazon.com Inc.
13.29% of portfolio Reported Price*: $151.95 |
MSFT
Microsoft Corp.
9.03% of portfolio Reported Price*: $376.07 |
NOW
ServiceNow Inc.
6.47% of portfolio Reported Price*: $706.52 |
GOOG
Alphabet Inc. CL C
6.39% of portfolio Reported Price*: $140.94 |
ADBE
Adobe Inc.
5.98% of portfolio Reported Price*: $596.64 |
NFLX
Netflix Inc.
4.79% of portfolio Reported Price*: $486.88 |
MA
Mastercard Inc.
4.78% of portfolio Reported Price*: $426.54 |
CRM
Salesforce.com
4.62% of portfolio Reported Price*: $263.14 |
V
Visa Inc.
4.58% of portfolio Reported Price*: $260.37 |
ACN
Accenture
4.06% of portfolio Reported Price*: $350.93 |
Prem Watsa - Fairfax Financial Holdings | $1.47 B | 57 |
OXY
Occidental Petroleum
24.46% of portfolio Reported Price*: $59.70 |
MU
Micron Technology Inc.
22.72% of portfolio Reported Price*: $85.34 |
BB
BlackBerry Ltd.
11.26% of portfolio Reported Price*: $3.54 |
KW
Kennedy-Wilson Holdings Inc.
11.22% of portfolio Reported Price*: $12.37 |
ORLA
Orla Mining Ltd
8.29% of portfolio Reported Price*: $3.23 |
GOOGL
Alphabet Inc.
2.61% of portfolio Reported Price*: $139.70 |
CCAP
Crescent Capital BDC Inc.
2.47% of portfolio Reported Price*: $17.37 |
BEN
Franklin Resources
2.03% of portfolio Reported Price*: $29.78 |
BABA
Alibaba Group Holdings
1.54% of portfolio Reported Price*: $77.50 |
HP
Helmerich & Payne
1.37% of portfolio Reported Price*: $36.21 |
Richard Pzena - Hancock Classic Value | $1.59 B | 38 |
DOW
Dow Inc.
4.86% of portfolio Reported Price*: $54.84 |
C
Citigroup Inc.
4.77% of portfolio Reported Price*: $51.44 |
WFC
Wells Fargo
4.72% of portfolio Reported Price*: $49.22 |
COF
Capital One Financial
4.06% of portfolio Reported Price*: $131.12 |
BAX
Baxter International Inc.
4.02% of portfolio Reported Price*: $38.66 |
MET
MetLife Inc.
4.01% of portfolio Reported Price*: $66.13 |
CTSH
Cognizant Technology Solutions
3.62% of portfolio Reported Price*: $75.53 |
LEA
Lear Corp.
3.52% of portfolio Reported Price*: $141.21 |
EQH
Equitable Holdings Inc.
3.49% of portfolio Reported Price*: $33.30 |
MGA
Magna International Inc.
3.40% of portfolio Reported Price*: $59.08 |
Robert Olstein - Olstein Capital Management | $593 M | 96 |
ST
Sensata Technologies Holding
2.16% of portfolio Reported Price*: $37.57 |
DIS
Walt Disney Co.
2.12% of portfolio Reported Price*: $90.29 |
WBD
Warner Bros. Discovery Inc.
1.97% of portfolio Reported Price*: $11.38 |
CFG
Citizens Financial Group Inc.
1.93% of portfolio Reported Price*: $33.14 |
MHK
Mohawk Industries
1.90% of portfolio Reported Price*: $103.50 |
CVS
CVS Health Corp.
1.89% of portfolio Reported Price*: $78.96 |
ABM
ABM Industries
1.85% of portfolio Reported Price*: $44.83 |
DIN
Dine Brands Global Inc.
1.80% of portfolio Reported Price*: $49.65 |
GM
General Motors
1.70% of portfolio Reported Price*: $35.92 |
IFF
International Flavors & Fragrances Inc.
1.69% of portfolio Reported Price*: $80.97 |
Robert Vinall - RV Capital GmbH | $346 M | 8 |
CACC
Credit Acceptance Corp.
22.48% of portfolio Reported Price*: $532.73 |
META
Meta Platforms Inc.
20.31% of portfolio Reported Price*: $353.96 |
WIX
Wix.com Ltd.
15.95% of portfolio Reported Price*: $123.02 |
CRM
Salesforce.com
14.22% of portfolio Reported Price*: $263.14 |
CVNA
Carvana Co.
10.96% of portfolio Reported Price*: $52.94 |
PDD
Pinduoduo Inc.
8.43% of portfolio Reported Price*: $146.31 |
IBKR
Interactive Brokers Group Inc.
7.43% of portfolio Reported Price*: $82.90 |
TRUP
Trupanion Inc.
0.22% of portfolio Reported Price*: $30.52 | ||
Ruane, Cunniff & Goldfarb - Sequoia Fund | $3.14 B | 23 |
ICE
Intercontinental Exchange Inc.
7.18% of portfolio Reported Price*: $128.43 |
CNSWF
Constellation Software Inc.
6.56% of portfolio Reported Price*: $2479.35 |
SCHW
Charles Schwab Corp.
6.53% of portfolio Reported Price*: $68.80 |
GOOGL
Alphabet Inc.
6.49% of portfolio Reported Price*: $139.69 |
UNH
United Health Group Inc.
6.29% of portfolio Reported Price*: $526.47 |
UMGNF
Universal Music Grp NV
6.21% of portfolio Reported Price*: $28.49 |
RYCEF
Rolls Royce Holdings plc
6.00% of portfolio Reported Price*: $3.82 |
FWONK
Liberty Media Corp Formula One Series C
5.51% of portfolio Reported Price*: $63.13 |
SAP
SAP SE
5.16% of portfolio Reported Price*: $153.98 |
ERFSF
Eurofins Scientific SE
5.15% of portfolio Reported Price*: $65.11 |
Samantha McLemore - Patient Capital Management | $1.88 B | 42 |
EXPE
Expedia Group Inc.
7.54% of portfolio Reported Price*: $151.79 |
AMZN
Amazon.com Inc.
5.82% of portfolio Reported Price*: $151.94 |
OMF
OneMain Holdings
5.61% of portfolio Reported Price*: $49.20 |
C
Citigroup Inc.
5.16% of portfolio Reported Price*: $51.44 |
GOOGL
Alphabet Inc.
4.45% of portfolio Reported Price*: $139.69 |
ET
Energy Transfer LP
4.11% of portfolio Reported Price*: $13.80 |
DAL
Delta Air Lines Inc.
4.08% of portfolio Reported Price*: $40.23 |
UBS
UBS AG
4.02% of portfolio Reported Price*: $30.90 |
IAC
IAC Inc.
3.80% of portfolio Reported Price*: $52.38 |
GM
General Motors
3.56% of portfolio Reported Price*: $35.92 |
Seth Klarman - Baupost Group | $4.59 B | 23 |
LBTYK
Liberty Global Ltd CL C
17.20% of portfolio Reported Price*: $18.64 |
VSAT
Viasat Inc.
9.86% of portfolio Reported Price*: $27.95 |
LSXMK
Liberty SiriusXM Series C
9.32% of portfolio Reported Price*: $28.78 |
GOOG
Alphabet Inc. CL C
9.07% of portfolio Reported Price*: $140.93 |
FIS
Fidelity National Information Services
8.33% of portfolio Reported Price*: $60.07 |
WTW
Willis Towers Watson plc
8.18% of portfolio Reported Price*: $241.20 |
WBD
Warner Bros. Discovery Inc.
6.26% of portfolio Reported Price*: $11.38 |
CLVT
Clarivate Plc
5.15% of portfolio Reported Price*: $9.26 |
LSXMA
Liberty Sirius XM Series A
5.13% of portfolio Reported Price*: $28.74 |
CRH
CRH plc
5.05% of portfolio Reported Price*: $69.16 |
Stephen Mandel - Lone Pine Capital | $11.6 B | 25 |
META
Meta Platforms Inc.
8.80% of portfolio Reported Price*: $353.96 |
AMZN
Amazon.com Inc.
7.18% of portfolio Reported Price*: $151.94 |
TSM
Taiwan Semiconductor S.A.
6.25% of portfolio Reported Price*: $104.00 |
MSFT
Microsoft Corp.
5.89% of portfolio Reported Price*: $376.04 |
CRM
Salesforce.com
5.69% of portfolio Reported Price*: $263.14 |
PTC
PTC Inc.
4.79% of portfolio Reported Price*: $174.96 |
BKNG
Booking Holdings Inc.
4.68% of portfolio Reported Price*: $3547.22 |
KKR
KKR & Co. L.P.
4.46% of portfolio Reported Price*: $82.85 |
SQ
Block Inc.
4.42% of portfolio Reported Price*: $77.35 |
MA
Mastercard Inc.
4.06% of portfolio Reported Price*: $426.51 |
Steven Romick - FPA Crescent Fund | $5.97 B | 54 |
HCMLF
Holcim Ltd.
5.45% of portfolio Reported Price*: $78.49 |
CMCSA
Comcast Corp.
5.21% of portfolio Reported Price*: $43.85 |
GOOGL
Alphabet Inc.
4.97% of portfolio Reported Price*: $139.69 |
ADI
Analog Devices
4.84% of portfolio Reported Price*: $198.56 |
TEL
TE Connectivity
4.40% of portfolio Reported Price*: $140.50 |
META
Meta Platforms Inc.
4.32% of portfolio Reported Price*: $353.96 |
C
Citigroup Inc.
3.84% of portfolio Reported Price*: $51.44 |
IFF
International Flavors & Fragrances Inc.
3.52% of portfolio Reported Price*: $80.97 |
GOOG
Alphabet Inc. CL C
3.40% of portfolio Reported Price*: $140.93 |
JEF
Jefferies Financial Group Inc.
3.18% of portfolio Reported Price*: $40.41 |
Terry Smith - Fundsmith | $23.9 B | 40 |
MSFT
Microsoft Corp.
12.50% of portfolio Reported Price*: $376.04 |
META
Meta Platforms Inc.
7.41% of portfolio Reported Price*: $353.96 |
SYK
Stryker Corp.
6.91% of portfolio Reported Price*: $299.46 |
IDXX
IDEXX Laboratories
6.34% of portfolio Reported Price*: $555.05 |
V
Visa Inc.
6.25% of portfolio Reported Price*: $260.35 |
PM
Philip Morris Intl.
5.92% of portfolio Reported Price*: $94.08 |
ADP
Automatic Data Processing Inc.
5.67% of portfolio Reported Price*: $232.97 |
WAT
Waters Corp.
5.24% of portfolio Reported Price*: $329.23 |
PEP
PepsiCo Inc.
4.71% of portfolio Reported Price*: $169.84 |
MKC
McCormick & Co.
4.32% of portfolio Reported Price*: $68.42 |
Third Avenue Management | $609 M | 59 |
HCC
Warrior Met Coal Inc.
9.69% of portfolio Reported Price*: $60.97 |
TDW
Tidewater Inc.
8.33% of portfolio Reported Price*: $72.11 |
DB
Deutsche Bank AG
5.57% of portfolio Reported Price*: $13.66 |
VAL
Valaris plc
4.73% of portfolio Reported Price*: $68.57 |
CMA
Comerica Inc.
4.36% of portfolio Reported Price*: $55.81 |
ORI
Old Republic International
3.99% of portfolio Reported Price*: $29.40 |
LEN.B
Lennar Corp. CL B
3.82% of portfolio Reported Price*: $134.05 |
UHAL.B
U Haul Holding Co Non Voting
3.40% of portfolio Reported Price*: $70.44 |
BN
Brookfield Corp.
3.22% of portfolio Reported Price*: $40.12 |
DHI
D.R. Horton
3.07% of portfolio Reported Price*: $151.98 |
Thomas Gayner - Markel Asset Management | $9.2 B | 128 |
BRK.A
Berkshire Hathaway CL A
6.57% of portfolio Reported Price*: $542625.67 |
BRK.B
Berkshire Hathaway CL B
5.94% of portfolio Reported Price*: $356.66 |
GOOG
Alphabet Inc. CL C
4.21% of portfolio Reported Price*: $140.93 |
BN
Brookfield Corp.
3.80% of portfolio Reported Price*: $40.12 |
HD
Home Depot
3.47% of portfolio Reported Price*: $346.55 |
DE
Deere & Co.
3.47% of portfolio Reported Price*: $399.87 |
AMZN
Amazon.com Inc.
3.35% of portfolio Reported Price*: $151.94 |
V
Visa Inc.
2.83% of portfolio Reported Price*: $260.35 |
WSO
Watsco Inc.
2.59% of portfolio Reported Price*: $428.47 |
AAPL
Apple Inc.
2.57% of portfolio Reported Price*: $192.53 |
Thomas Russo - Gardner Russo & Quinn | $9.81 B | 82 |
BRK.A
Berkshire Hathaway CL A
13.37% of portfolio Reported Price*: $542625.16 |
GOOG
Alphabet Inc. CL C
11.09% of portfolio Reported Price*: $140.93 |
MA
Mastercard Inc.
10.01% of portfolio Reported Price*: $426.51 |
NSRGY
Nestle
9.03% of portfolio Reported Price*: $115.63 |
CFRHF
Compagnie Financiere Richemont SA
6.99% of portfolio Reported Price*: $137.53 |
HKHHF
Heineken Holding NV
6.76% of portfolio Reported Price*: $84.62 |
PM
Philip Morris Intl.
5.83% of portfolio Reported Price*: $94.08 |
BRK.B
Berkshire Hathaway CL B
5.71% of portfolio Reported Price*: $356.66 |
NFLX
Netflix Inc.
5.58% of portfolio Reported Price*: $486.88 |
PDRDF
Pernod Ricard
5.06% of portfolio Reported Price*: $176.47 |
Tom Bancroft - Makaira Partners | $759 M | 10 |
PGR
Progressive Corp.
16.75% of portfolio Reported Price*: $159.28 |
CDW
CDW Corp.
16.34% of portfolio Reported Price*: $227.32 |
BBWI
Bath & Body Works Inc.
15.34% of portfolio Reported Price*: $43.16 |
LAMR
Lamar Advertising Co.
12.05% of portfolio Reported Price*: $106.28 |
KMX
CarMax Inc.
11.08% of portfolio Reported Price*: $76.74 |
LBRDK
Liberty Broadband Corp. CL C
9.94% of portfolio Reported Price*: $80.59 |
DPZ
Dominos Pizza Inc.
8.68% of portfolio Reported Price*: $412.23 |
CHTR
Charter Communications
8.29% of portfolio Reported Price*: $388.68 |
ZBRA
Zebra Technologies Corp.
1.45% of portfolio Reported Price*: $273.32 |
HEI.A
HEICO Corp. CL A
0.08% of portfolio Reported Price*: $142.45 |
Torray Funds | $618 M | 94 |
GOOGL
Alphabet Inc.
4.09% of portfolio Reported Price*: $139.69 |
BRK.B
Berkshire Hathaway CL B
3.70% of portfolio Reported Price*: $356.66 |
FI
Fiserv Inc.
3.27% of portfolio Reported Price*: $132.84 |
PSX
Phillips 66
3.01% of portfolio Reported Price*: $133.14 |
JPM
JPMorgan Chase & Co.
2.80% of portfolio Reported Price*: $170.10 |
HD
Home Depot
2.76% of portfolio Reported Price*: $346.54 |
ETN
Eaton Corp.
2.73% of portfolio Reported Price*: $240.83 |
MMC
Marsh & McLennan
2.67% of portfolio Reported Price*: $189.47 |
QCOM
QUALCOMM Inc.
2.59% of portfolio Reported Price*: $144.63 |
MSFT
Microsoft Corp.
2.55% of portfolio Reported Price*: $376.03 |
Triple Frond Partners | $841 M | 10 |
CHTR
Charter Communications
18.40% of portfolio Reported Price*: $388.68 |
TDG
TransDigm Group Inc.
14.44% of portfolio Reported Price*: $1011.60 |
GOOG
Alphabet Inc. CL C
12.02% of portfolio Reported Price*: $140.93 |
V
Visa Inc.
11.35% of portfolio Reported Price*: $260.35 |
MSFT
Microsoft Corp.
10.23% of portfolio Reported Price*: $376.04 |
AMZN
Amazon.com Inc.
9.79% of portfolio Reported Price*: $151.94 |
MCO
Moody's Corp.
8.12% of portfolio Reported Price*: $390.56 |
LRCX
Lam Research
5.78% of portfolio Reported Price*: $783.26 |
VRSN
Verisign Inc.
5.72% of portfolio Reported Price*: $205.96 |
CP
Canadian Pacific Kansas City
4.15% of portfolio Reported Price*: $79.06 |
Tweedy Browne Co. - Tweedy Browne Value Fund | $416 M | 80 |
BRK.A
Berkshire Hathaway CL A
6.66% of portfolio Reported Price*: $542627.45 |
GOOGL
Alphabet Inc.
4.13% of portfolio Reported Price*: $139.69 |
NWLI
National Western Life Group Inc.
3.92% of portfolio Reported Price*: $483.03 |
TTE
TotalEnergies SE
3.87% of portfolio Reported Price*: $68.05 |
TLPFF
Teleperformance SE
3.34% of portfolio Reported Price*: $145.87 |
NSRGY
Nestle
3.30% of portfolio Reported Price*: $115.63 |
SAFRY
Safran SA
3.09% of portfolio Reported Price*: $176.15 |
WFC
Wells Fargo
2.67% of portfolio Reported Price*: $49.22 |
HKHHF
Heineken Holding NV
2.61% of portfolio Reported Price*: $84.62 |
JNJ
Johnson & Johnson
2.39% of portfolio Reported Price*: $156.74 |
Valley Forge Capital Management | $3.52 B | 8 |
FICO
Fair Isaac Corp.
29.89% of portfolio Reported Price*: $1164.01 |
SPGI
S&P Global Inc.
20.73% of portfolio Reported Price*: $440.52 |
MA
Mastercard Inc.
18.00% of portfolio Reported Price*: $426.51 |
MCO
Moody's Corp.
13.52% of portfolio Reported Price*: $390.56 |
INTU
Intuit Inc.
7.90% of portfolio Reported Price*: $625.03 |
V
Visa Inc.
6.75% of portfolio Reported Price*: $260.35 |
AZPN
Aspen Technology Inc.
1.85% of portfolio Reported Price*: $220.15 |
ASML
ASML Holding NV
1.35% of portfolio Reported Price*: $756.93 | ||
ValueAct Capital | $5 B | 14 |
CRM
Salesforce.com
18.36% of portfolio Reported Price*: $263.14 |
NSIT
Insight Enterprises Inc.
16.00% of portfolio Reported Price*: $177.19 |
EXPE
Expedia Group Inc.
12.92% of portfolio Reported Price*: $151.79 |
FI
Fiserv Inc.
11.14% of portfolio Reported Price*: $132.84 |
KKR
KKR & Co. L.P.
9.87% of portfolio Reported Price*: $82.85 |
DIS
Walt Disney Co.
9.19% of portfolio Reported Price*: $90.29 |
CBRE
CBRE Group
8.64% of portfolio Reported Price*: $93.09 |
SPOT
Spotify Technology S.A.
3.86% of portfolio Reported Price*: $187.91 |
NYT
New York Times CL A
3.56% of portfolio Reported Price*: $48.99 |
PAYC
Paycom Software Inc.
2.52% of portfolio Reported Price*: $206.72 |
Viking Global Investors | $27.3 B | 78 |
V
Visa Inc.
5.43% of portfolio Reported Price*: $260.35 |
UPS
United Parcel Service
4.73% of portfolio Reported Price*: $157.23 |
APG
APi Group Corp.
4.35% of portfolio Reported Price*: $34.60 |
WDAY
Workday Inc.
4.16% of portfolio Reported Price*: $276.06 |
META
Meta Platforms Inc.
3.88% of portfolio Reported Price*: $353.96 |
MCK
McKesson Corp.
3.79% of portfolio Reported Price*: $462.98 |
BBIO
BridgeBio Pharma Inc.
3.72% of portfolio Reported Price*: $40.37 |
PGR
Progressive Corp.
3.42% of portfolio Reported Price*: $159.28 |
DHR
Danaher Corp.
3.40% of portfolio Reported Price*: $231.34 |
PM
Philip Morris Intl.
3.32% of portfolio Reported Price*: $94.08 |
Wallace Weitz - Weitz Value Fund | $865 M | 30 |
GOOG
Alphabet Inc. CL C
6.51% of portfolio Reported Price*: $140.93 |
V
Visa Inc.
5.11% of portfolio Reported Price*: $260.35 |
BRK.B
Berkshire Hathaway CL B
4.74% of portfolio Reported Price*: $356.66 |
MA
Mastercard Inc.
4.68% of portfolio Reported Price*: $426.51 |
TMO
Thermo Fisher Scientific
4.60% of portfolio Reported Price*: $530.79 |
ADI
Analog Devices
4.59% of portfolio Reported Price*: $198.56 |
META
Meta Platforms Inc.
4.50% of portfolio Reported Price*: $353.96 |
DHR
Danaher Corp.
4.48% of portfolio Reported Price*: $231.34 |
VMC
Vulcan Materials
4.33% of portfolio Reported Price*: $227.01 |
CSGP
CoStar Group Inc.
4.29% of portfolio Reported Price*: $87.39 |
Warren Buffett - Berkshire Hathaway | $347.4 B | 41 |
AAPL
Apple Inc.
50.19% of portfolio Reported Price*: $192.53 |
BAC
Bank of America Corp.
10.01% of portfolio Reported Price*: $33.67 |
AXP
American Express
8.18% of portfolio Reported Price*: $187.34 |
KO
Coca Cola Co.
6.79% of portfolio Reported Price*: $58.93 |
CVX
Chevron Corp.
5.41% of portfolio Reported Price*: $149.16 |
OXY
Occidental Petroleum
4.19% of portfolio Reported Price*: $59.71 |
KHC
Kraft Heinz Co.
3.47% of portfolio Reported Price*: $36.98 |
MCO
Moody's Corp.
2.77% of portfolio Reported Price*: $390.56 |
DVA
DaVita HealthCare Partners
1.09% of portfolio Reported Price*: $104.76 |
C
Citigroup Inc.
0.82% of portfolio Reported Price*: $51.44 |
William Von Mueffling - Cantillon Capital Management | $15 B | 37 |
AVGO
Broadcom Inc.
6.91% of portfolio Reported Price*: $1116.25 |
SPGI
S&P Global Inc.
6.22% of portfolio Reported Price*: $440.52 |
ADI
Analog Devices
4.26% of portfolio Reported Price*: $198.56 |
GOOGL
Alphabet Inc.
3.98% of portfolio Reported Price*: $139.69 |
V
Visa Inc.
3.96% of portfolio Reported Price*: $260.35 |
AMAT
Applied Materials
3.76% of portfolio Reported Price*: $162.07 |
MSFT
Microsoft Corp.
3.71% of portfolio Reported Price*: $376.04 |
A
Agilent Technologies
3.38% of portfolio Reported Price*: $139.03 |
ICE
Intercontinental Exchange Inc.
3.35% of portfolio Reported Price*: $128.43 |
EFX
Equifax Inc.
3.33% of portfolio Reported Price*: $247.29 |
Yacktman Asset Management | $10.8 B | 70 |
CNQ
Canadian Natural Resources
9.10% of portfolio Reported Price*: $65.52 |
MSFT
Microsoft Corp.
5.72% of portfolio Reported Price*: $376.04 |
GOOG
Alphabet Inc. CL C
4.99% of portfolio Reported Price*: $140.93 |
UHAL.B
U Haul Holding Co Non Voting
4.85% of portfolio Reported Price*: $70.44 |
SCHW
Charles Schwab Corp.
4.04% of portfolio Reported Price*: $68.80 |
PEP
PepsiCo Inc.
4.01% of portfolio Reported Price*: $169.84 |
NWSA
News Corp.
3.82% of portfolio Reported Price*: $24.55 |
CTSH
Cognizant Technology Solutions
3.63% of portfolio Reported Price*: $75.53 |
PG
Procter & Gamble
3.44% of portfolio Reported Price*: $146.54 |
RS
Reliance Steel & Aluminum
3.15% of portfolio Reported Price*: $279.68 |