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 | 38 | 2024-06-30 | 2015-11-17 | 6.70% | 7.00% | 299.000 | Bruce & Co. | Institutional Investment Manager |
Mario Gabelli | 49 | 846 | 2024-06-30 | 2015-05-08 | 6.90% | 2.00% | 9195.000 | GAMCO Investors | Institutional Investment Manager |
Robert Olstein | 3 | 99 | 2024-06-30 | - | 6.40% | 6.00% | 562.000 | Olstein Capital Management, L.P. | Institutional Investment Manager |
Ronald Muhlenkamp | 1 | 29 | 2024-06-30 | - | 6.10% | 0% | 320.000 | Muhlenkamp & Co Inc | Institutional Investment Manager |
Bill Nygren | 2 | 55 | 2024-06-30 | - | 11.30% | 12.00% | 20190.000 | Oakmark Fund | Mutual Fund |
Third Avenue Value Fund | 1 | 32 | 2024-07-31 | - | 7.50% | 5.00% | 725.000 | Third Avenue Value Fund | Mutual Fund |
Vanguard Health Care Fund | 7 | 95 | 2024-06-30 | - | 10.20% | 6.00% | 46524.000 | Vanguard Health Care Fund | Mutual Fund |
Daily Journal Corp | 0 | 4 | 2024-06-30 | - | - | 0% | 182.000 | Daily Journal | Institutional Investment Manager |
T Rowe Price Equity Income Fund | 5 | 116 | 2024-06-30 | - | 8.00% | 8.00% | 17416.000 | T Rowe Price Equity Income Fund | Mutual Fund |
Joel Greenblatt | 163 | 1408 | 2024-06-30 | - | 5.10% | 22.00% | 7724.000 | Gotham Asset Management, LLC | Institutional Investment Manager |
Yacktman Focused Fund | 0 | 48 | 2024-06-30 | - | 9.70% | 0% | 3280.000 | Yacktman Focused Fund | Mutual Fund |
Yacktman Fund | 1 | 58 | 2024-06-30 | - | 9.40% | 1.00% | 7603.000 | Yacktman Fund | Mutual Fund |
Keeley-Teton Advisors, LLC | 13 | 345 | 2024-06-30 | - | 6.20% | 5.00% | 781.000 | Keeley-Teton Advisors, LLC | Institutional Investment Manager |
Steven Scruggs | 1 | 49 | 2024-06-30 | - | 0% | 7.00% | 632.000 | FPA Queens Road Small Cap Value Fund | Mutual Fund |
Arnold Van Den Berg | 2 | 108 | 2024-06-30 | - | - | 11.00% | 337.000 | Van Den Berg Management I, Inc | Institutional Investment Manager |
Smead Value Fund | 1 | 28 | 2024-05-31 | - | 11.50% | 10.00% | 5788.000 | Smead Value Fund | Mutual Fund |
Total 56