The best value investors who invest in established stocks that appear underpriced or undervalued.
$302 Billion
Portfolio value
Performance: 3.89% last year
Occidental Petroleum Corp.
Occidental Petroleum Corp.
HP Inc
$18.8 Billion
Portfolio value
Performance: -10.55% last year
Xilinx, Inc.
3M Co.
Renewable Energy Group Inc
$31.2 Billion
Portfolio value
Performance: -9.86% last year
Charter Communications Inc. - Class A
Alphabet Inc - Class C
S&P Global Inc
$22.7 Billion
Portfolio value
Performance: -10.20% last year
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Emerging
BlackRock Institutional Trust Company N.A. - BTC iShares Core MSCI Eme
Alibaba Group Holding Ltd - ADR
$131 Million
Portfolio value
Performance: -21.10% last year
Seritage Growth Properties - Class A
Micron Technology Inc.
Seritage Growth Properties - Class A
$2.1 Billion
Portfolio value
Performance: -3.12% last year
Bank Of America Corp.
Facebook Inc - Class A
Pinduoduo Inc - ADR
$2.7 Billion
Portfolio value
Performance: -10.09% last year
Crescent Capital BDC Inc
Tenneco, Inc. - Class A
Activision Blizzard Inc
$22 Billion
Portfolio value
Performance: 3.82% last year
Icahn Enterprises L P - Unit
Xerox Holdings Corp
Occidental Petroleum Corp.
$2.7 Billion
Portfolio value
Performance: -4.63% last year
Tidal ETF Trust - Gotham Enhanced 500 ETF
SSgA Active Trust - SSGA SPDR S&P 500
Berkshire Hathaway Inc. - Class B
$8.48 Billion
Portfolio value
Performance: -1.03% last year
Chipotle Mexican Grill
Canadian Pacific Railway Ltd
Hilton Worldwide Holdings Inc
$9.76 Billion
Portfolio value
Performance: -16.25% last year
Liberty Media Corp. (Tracking Stock - SiriusXM) Series A
Liberty Media Corp. (Tracking Stock - SiriusXM) Series A
Sterling Bancorp.
$17.5 Billion
Portfolio value
Performance: -19.91% last year
Wells Fargo & Co.
American Express Co.
Facebook Inc - Class A
$183 Million
Portfolio value
Performance: -23.37% last year
Alibaba Group Holding Ltd - ADR
Alibaba Group Holding Ltd - ADR
Alibaba Group Holding Ltd - ADR
$12.9 Billion
Portfolio value
Performance: -9.76% last year
SBA Communications Corp - Class A
Dollar Tree Inc
Alarm.com Holdings Inc
$7.98 Billion
Portfolio value
Performance: 7.58% last year
CBL & Associates Properties, Inc.
CBL & Associates Properties, Inc.
Garrett Motion Inc - PRF PERPETUAL USD - Ser A
$10.4 Billion
Portfolio value
Performance: 3.78% last year
Huntsman Corp
Amerco
EBay Inc.
$1.26 Billion
Portfolio value
Performance: -9.86% last year
Aon plc. - Class A
O`Reilly Automotive, Inc.
Markel Corp
$3.87 Billion
Portfolio value
Performance: 5.77% last year
T-Mobile US Inc
General Motors Company
HCA Healthcare Inc
$8.2 Billion
Portfolio value
Performance: -15.31% last year
Pershing Square Tontine Holdings Ltd - Class A
Encompass Health Corp
NortonLifeLock Inc
$4.08 Billion
Portfolio value
Performance: -25.01% last year
Coupang Inc - Class A
Amerco
Cantaloupe Inc
$3.09 Billion
Portfolio value
Performance: -1.52% last year
Lithia Motors, Inc. - Class A
Berkshire Hathaway Inc. - Class B
Apollo Global Management Inc - Class A
$966 Million
Portfolio value
Performance: -15.29% last year
Ferrari N.V.
Heico Corp. - Class A
Chipotle Mexican Grill
$7.41 Billion
Portfolio value
Performance: -5.47% last year
Mohawk Industries, Inc.
Hagerty Inc - Class A
Albemarle Corp.
$841 Million
Portfolio value
Performance: -65.29% last year
Hilton Grand Vacations Inc
Herbalife Nutrition Ltd
Cardlytics Inc
$9.43 Billion
Portfolio value
Performance: -7.87% last year
Mastercard Incorporated - Class A
Berkshire Hathaway Inc. - Class A
Nestle SA - ADR
$192 Million
Portfolio value
Performance: 0.33% last year
Wells Fargo & Co.
Alibaba Group Holding Ltd - ADR
Daily Journal Corporation