Guru Name | # new stocks | # stocks | 13F/Portfolio Date | 13D/13G Date | 10-Y Avrg Return % | Q/Q Turnover % | Value ($Mil) | Portfolio | Type |
---|---|---|---|---|---|---|---|---|---|
Guru Name | # new stocks | # stocks | 13F/Portfolio Date | 13D/13G Date | 10-Y Avrg Return % | Q/Q Turnover % | Value ($Mil) | Portfolio | Type |
Robert Bruce | 1 | 39 | 2024-09-30 | 2015-11-17 | 6.70% | 5.00% | 342 | Bruce & Co. | Institutional Investment Manager |
Mario Gabelli | 46 | 841 | 2024-09-30 | 2015-05-08 | 6.90% | 2.00% | 9766 | GAMCO Investors | Institutional Investment Manager |
Robert Olstein | 2 | 98 | 2024-09-30 | - | 6.40% | 9.00% | 588 | Olstein Capital Management, L.P. | Institutional Investment Manager |
Ronald Muhlenkamp | 0 | 28 | 2024-09-30 | - | 6.10% | 0% | 326 | Muhlenkamp & Co Inc | Institutional Investment Manager |
Bill Nygren | 2 | 53 | 2024-09-30 | - | 11.30% | 7.00% | 21964 | Oakmark Fund | Mutual Fund |
Vanguard Health Care Fund | 4 | 90 | 2024-09-30 | - | 10.20% | 9.00% | 47638 | Vanguard Health Care Fund | Mutual Fund |
Daily Journal Corp | 0 | 4 | 2024-09-30 | - | - | 0% | 185 | Daily Journal | Institutional Investment Manager |
Joel Greenblatt | 145 | 1404 | 2024-09-30 | - | 5.10% | 22.00% | 9667 | Gotham Asset Management, LLC | Institutional Investment Manager |
T Rowe Price Equity Income Fund | 6 | 121 | 2024-09-30 | - | 8.00% | 3.00% | 17932 | T Rowe Price Equity Income Fund | Mutual Fund |
Yacktman Focused Fund | 0 | 47 | 2024-09-30 | - | 9.70% | 1.00% | 3186 | Yacktman Focused Fund | Mutual Fund |
Yacktman Fund | 0 | 56 | 2024-09-30 | - | 9.40% | 0% | 7442 | Yacktman Fund | Mutual Fund |
Keeley-Teton Advisors, LLC | 43 | 377 | 2024-09-30 | - | 6.20% | 12.00% | 907 | Keeley-Teton Advisors, LLC | Institutional Investment Manager |
Steven Scruggs | 1 | 49 | 2024-09-30 | - | 0% | 1.00% | 683 | FPA Queens Road Small Cap Value Fund | Mutual Fund |
Arnold Van Den Berg | 4 | 107 | 2024-09-30 | - | - | 6.00% | 346 | Van Den Berg Management I, Inc | Institutional Investment Manager |
Smead Value Fund | 0 | 27 | 2024-08-31 | - | 11.50% | 3.00% | 6014 | Smead Value Fund | Mutual Fund |
Third Avenue Value Fund | 1 | 32 | 2024-07-31 | - | 7.50% | 5.00% | 725 | Third Avenue Value Fund | Mutual Fund |
Total 56