Dataroma

We currently track the portfolios of the following money managers and firms.

Portfolio Manager(s)FirmTop 10 holdings (left to right)
Arnold Van Den Berg Century Management Advisers MSFT WAG WMT MMM MMC WFC LEG KO AVY MAS
Bill Ackman Pershing Square Capital Management TGT SHLD DPS WEN BKS BGP GLRE LDG CBY
Bill Miller Legg Mason Value Trust AES AMZN AET EBAY GOOG UNH JPM GE HPQ C
Bill Nygren, Henry Berghoef Oakmark Select HRB YUM DISCA WU LINTA WM INTC CMCSA BMY LTD
Bruce Berkowitz Fairholme BRK.A PFE CNQ DISH SHLD WLP LUK FRX MHK MYL
Charles K. Bobrinskoy Ariel Focus TM IBM ACN DELL RX JNJ BRK.B COV CCL OMC
Christopher Davis, Kenneth Feinberg Clipper COST AIG AXP BRK.A BK PG COP MER MSFT JPM
Christopher H. Browne Tweedy Browne Value NSRGY HKHHF DEO LUK WMT AXP HD CMCSA WFC NWLIA
Connor Browne, William V. Fries Thornburg Value COP XOM DELL T DNA ETR CMCSA LLY GILD TM
David A. Katz Matrix Advisors Value COP CVX DVN WMT COV DELL WYE MHP WU MSFT
David Carr, Larry Coats Oak Value Trust BRK.A MDT ORCL DEO COH SSP DD MMM TIF CBY
David Dreman Dreman Concentrated Value PM WYE COP APC APA BAC PFE UNH SPLS CB
David Einhorn Greenlight Capital TGT HLX MSFT AMP MDC DPS HMA BAGL MIM URS
Donald Yacktman Yacktman Focused KO PEP MSFT ACF EBAY PG LANC WMT LINTA S
Harry Burn Sound Shore GE PXD CS EP PFE DIS BSX BRL CI CMCSA
Ian Cumming Leucadia National JEF ACF CRESY IAAC GEOI MAM CSWC UWBK
Jean-Marie Eveillard First Eagle U.S. Value BRK.A GYI SNY APA JNJ CTAS BLT WMT UNF COST
John A. Gunn Dodge & Cox CMCSA HPQ WB NVS TWX WMT SNE GSK SNY NWS.A
John W. Rogers Ariel Appreciation ACN RX BAX TMO STZ PBI EFX HEW CCL JNS
Mark Hillman Hillman Focused XOM VZ AET AKAM LRCX DD T RIG GS HPQ
Mason Hawkins Longleaf Partners DELL CHK LMDIA PXD LINTA NPPKF AOC FDX JAVA EBAY
Michael F Price MFP Investors SHLD COP ABFS CNO RDC TYC MHP AIG MVC TEL
Michael Larson Bill & Melinda Gates Foundation Trust BRK.B CNI COST XOM BP MRK SGP MCD WMT WMI
Richard F. Aster Meridian Value KMI VZ CAI ABT BEC HE INTC AVP MAT WSH
Richard Pzena Hancock Classic Value ALA C ALL AMGN FRE COF TMK JNJ HD CA
Richard T. Cunniff Sequoia BRK.A MHK MLM FAST TJX PSEPF IDXX PGR TGT BBBY
Robert A. Olstein Olstein Value C MS DELL PWR COV CSCO TFX BSX MSFT TYC
Robert E. Torray Torray EDS JNJ IBM DIS KFT PG MHP CSCO MMC GE
Robert Hagstrom Legg Mason Growth Trust YHOO NOK QCOM EBAY AMZN GE AIG CSCO XMSR SGR
Robert L. Rodriguez FPA Capital ESV PTEN ROSE RDC AVT TRN ARW ZLC FL MCY
Robert Zagunis, Robert Millen Jensen SYK ABT JNJ PG MDT OMC MMM EMR MSFT GE
Ronald H. Muhlenkamp Muhlenkamp CAT DVN PM WHR CSCO TEX UNH IBM AIG BRK.A
Seth Klarman Baupost Group WLP NWS.A EXH PDLI UNH UFS LINE LMDIA THRX HRZ
Thomas S. Gayner Markel Asset Management BRK.B BRK.A GE DEO KMX FFH BAM WTM WMT UPS
Wallace R. Weitz Weitz Value BRK.B TDS.S WLP LINTA DELL LBTYK OCR WPO AXP RWT
Warren Buffett Berkshire Hathaway KO WFC PG BNI AXP JNJ KFT WSC USB MCO
Whitney R. Tilson Tilson Focus FFH WINN REXI BGP BRK.B CNET BKS SHLD SEARF ODSY
Will Nasgovitz Heartland Select Value SFY MDU GW HRB COV TEG SM UGI MTZ APC
William B. Frels Mairs & Power Growth MDT EMR MMM TGT DCI JNJ ECL PNR GGG WFC