Q3 2018

CompanyFiled
Daily Journal Corp. Charlie Munger05 Oct, 2018

Q2 2018

CompanyFiled
Tesuji Partners, LLC Andrew Schaffer15 Aug, 2018
Chou Associates Management Francis Chou14 Aug, 2018
Blue Harbour Group Clifton Robbins14 Aug, 2018
Paulson & Co. John Paulson14 Aug, 2018
RA Capital Management Peter Kolchinsky14 Aug, 2018
ValueAct Holdings Jeffrey Ubben14 Aug, 2018
RBS Partners, L.P. Eddie Lampert14 Aug, 2018
Hillhouse Capital Management Lei Zhang14 Aug, 2018
Pershing Square Capital Management Bill Ackman14 Aug, 2018
Sageview Capital L.P. Ed Gilhuly, Scott Stuart14 Aug, 2018
Wedgewood Partners Tony Guerrerio, David Rolfe14 Aug, 2018
Lone Pine Capital Stephen Mandel14 Aug, 2018
Gates Capital Management Jeffrey Gates14 Aug, 2018
Marcato Capital Mick McGuire14 Aug, 2018
MSD Capital Glenn Fuhrman, John Phelan14 Aug, 2018
Punch Card Capital, L.P. Norbert Lou14 Aug, 2018
Fairholme Capital Management Bruce Berkowitz14 Aug, 2018
Sachem Head Capital Scott Ferguson14 Aug, 2018
MHR Fund Management Mark Rachesky14 Aug, 2018
Glenview Capital Management Larry Robbins14 Aug, 2018
Moab Capital Partners, LLC Michael M. Rothenberg, David Sackler14 Aug, 2018
Soros Fund Management Robert Soros, George Soros14 Aug, 2018
Marble Arch Investments Robert Scott McLellan14 Aug, 2018
Broad Run Investment Management Brian E. Macauley, David S. Rainey, Ira M. Rothberg14 Aug, 2018
Avenir Corp Peter C. Keefe, James H. Rooney, Charles G. Mackall14 Aug, 2018
Icahn Capital Carl Icahn14 Aug, 2018
Teton Capital Partners Quincy Lee14 Aug, 2018
Berkshire Hathaway Warren Buffett14 Aug, 2018
3G Capital Partners Jorge Paulo Lemann, Alex Behring14 Aug, 2018
Cannell Capital amendmentJ. Carlo Cannell14 Aug, 2018
GoldenTree Asset Management Steve Tananbaum14 Aug, 2018
Duquesne Family Office Stanley Druckenmiller14 Aug, 2018
Hound Partners Jonathan Auerbach14 Aug, 2018
Southeastern Asset Management Mason Hawkins14 Aug, 2018
Centerbridge Partners Mark Gallogly, Jeffrey Aronson14 Aug, 2018
Wintergreen Advisers David Winters14 Aug, 2018
Par Capital Management Paul Reeder, Edward Shapiro14 Aug, 2018
Centaur Capital Zeke Ashton14 Aug, 2018
Horizon Kinetics, LLC Murray Stahl, Steven Bregman14 Aug, 2018
Invesco Private Capital, Inc. Wilbur Ross14 Aug, 2018
Kingstown Capital Michael Blitzer14 Aug, 2018
Swift Run Capital Bill Beisswanger14 Aug, 2018
H Partners Rehan Jaffer, Usman Nabi14 Aug, 2018
Salzman & Co. Stephen B. Salzman14 Aug, 2018
Brave Warrior Advisors Glenn Greenberg14 Aug, 2018
Brenner West Capital Advisors Joshua Kaufman, Craig Nerenberg14 Aug, 2018
Greenlight Capital David Einhorn14 Aug, 2018
Nantahala Capital Management, LLC Wilmot B. Harkey, Daniel Mack14 Aug, 2018
Fairfax Financial Holdings Prem Watsa14 Aug, 2018
Turtle Creek Asset Management, Inc. Andrew Brenton, Jeffrey Cole, Jeffrey Hebel14 Aug, 2018
Cannell Capital J. Carlo Cannell13 Aug, 2018
Miura Global Management Pasco Alfaro13 Aug, 2018
Giverny Capital amendmentJean-Philippe Bouchard13 Aug, 2018
Giverny Capital Jean-Philippe Bouchard13 Aug, 2018
Gardner Russo & Gardner Thomas Russo13 Aug, 2018
Weitz Investment Management Wally Weitz13 Aug, 2018
Baupost Group LLC Seth Klarman13 Aug, 2018
Arlington Value Capital, LLC Allan Mecham13 Aug, 2018
Bares Capital Management Brian Bares13 Aug, 2018
Leucadia National Ian Cumming, Joe Steinberg13 Aug, 2018
Aquamarine Capital Management Guy Spier13 Aug, 2018
Joho Kapital Robert Karr13 Aug, 2018
Dalal Street, LLC Mohnish Pabrai13 Aug, 2018
GoodHaven Capital Management Larry Pitkowsky, Keith Trauner13 Aug, 2018
Raffles Associates Paul O'Leary13 Aug, 2018
Abrams Capital Management David Abrams13 Aug, 2018
International Value Advisers Charles de Vaulx13 Aug, 2018
Altarock Partners Mark Massey13 Aug, 2018
Third Point Dan Loeb10 Aug, 2018
Lafayette Investments Judge Lawrence10 Aug, 2018
Donald Smith & Co. Donald Smith09 Aug, 2018
Locust Wood Capital Advisers Paul M. Morris09 Aug, 2018
Robotti & Company Robert Robotti07 Aug, 2018
Mittleman Brothers Chris Mittleman06 Aug, 2018
Markel Corporation Tom Gayner03 Aug, 2018
Triple Frond Partners Charles F. Pollnow01 Aug, 2018
Lincoln Capital Judd Norman13 Jul, 2018
Daily Journal Corp. Charlie Munger05 Jul, 2018

High Conviction

High-conviction holdings in Q3 2018
StockAvg. Weighting
Wells Fargo & Co52.47%
Bank of America Corp42.49%
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Popular

Popular holdings in Q3 2018
NameOwners
Wells Fargo & Co1
Bank of America Corp1
US Bancorp1
Posco ADR1
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