Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
Richard Pzena | 2024-03-31 | SHYF INTC KHC | MMI BIDU UHS | GIL JNJ MT | NXT NTCOY ORCL | 2024-05-04 | Pzena Investment Management LLC |
Tom Gayner | 2024-03-31 | APD HSY YUM | META UNH MMC | SRCL | IFF | 2024-05-04 | Markel Gayner Asset Management Corp |
Vanguard Health Care Fund | 2024-03-31 | LSE:CTEC XSWX:GALD QGEN | ALC ZTS ALNY | HKSE:02269 XBRU:UCB CNC | KRTX ROIV HKSE:02359 | 2024-05-03 | Vanguard Health Care Fund |
Yacktman Asset Management | 2024-03-31 | V TDY K | OLN CNQ DVN | BKNG FOXA MSFT | WFRD USB | 2024-05-02 | Yacktman Asset Management |
Warren Buffett | 2024-05-02 | LSXMK LSXMA | 2024-05-02 | Berkshire Hathaway Inc | |||
Bill Ackman | 2024-04-29 | QSR | 2024-04-30 | Pershing Square Capital Management, L.P. | |||
Smead Value Fund | 2024-02-29 | DHI UHAL.B AXP | 2024-04-26 | Smead Value Fund | |||
Ronald Muhlenkamp | 2024-03-31 | AAPL RIG RUSHA | 2024-04-23 | Muhlenkamp & Co Inc | |||
Carl Icahn | 2024-04-22 | IEP | 2024-04-23 | Icahn Capital Management LP | |||
Robert Olstein | 2024-03-31 | APTV MIDD GD | IART ST DE | CENTA TGT CVS | MMC MCD | 2024-04-19 | Olstein Capital Management, L.P. |
T Rowe Price Equity Income Fund | 2024-03-31 | REXR BKR BMY | XKRX:005930 INTC ELV | EOG CB QCOM | CG META WELL | 2024-04-17 | T Rowe Price Equity Income Fund |
Yacktman Fund | 2024-03-31 | DAR K | EAF | PG WFC ORCL | WFRD | 2024-04-15 | Yacktman Fund |
Yacktman Focused Fund | 2024-03-31 | K | KVUE | NOC PXD MSFT | WFRD | 2024-04-15 | Yacktman Focused Fund |
Steven Scruggs | 2024-03-31 | JBT | ESGR MTG CSGS | FN GGG DECK | OMI | 2024-04-11 | FPA Queens Road Small Cap Value Fund |
Prem Watsa | 2024-04-10 | CCAP | 2024-04-10 | Fairfax Financial Holdings | |||
Daily Journal Corp | 2024-03-31 | USB BAC BABA | 2024-04-05 | Daily Journal | |||
Third Avenue Value Fund | 2024-01-31 | MEX:BOLSAA | LSE:SFOR XTER:BMW LSE:BIRG | OSL:SUBC HCC BSP:UGPA3 | LSE:ASHM HCTPF | 2024-03-22 | Third Avenue Value Fund |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks