Style
Deep Value
Buying deeply discounted companies, often out of favour or in difficulty. 14 giants follow this style this quarter.
I
Giants in This Style
Styles are this site’s classification from public sources; one giant may show several traits.
| Giant | 13F value | Holdings | This quarter |
|---|---|---|---|
| David AbramsAbrams Capital Management, L.P. | $5.5B | 11 | bought 0 sold 1 |
| Seth KlarmanBaupost Group Llc/ma | $5.4B | 23 | bought 9 sold 11 |
| David EinhornDme Capital Management, LP | $3.9B | 46 | bought 18 sold 17 |
| Howard MarksOaktree Capital Management LP · Oaktree Fund Advisors, LLC | $3.8B | 51 | bought 19 sold 27 |
| Samantha McLemorePatient Capital Management, LLC | $3.0B | 39 | bought 11 sold 20 |
| Mason HawkinsSoutheastern Asset Management Inc/tn/ | $1.9B | 47 | bought 10 sold 28 |
| Clifford SosinCas Investment Partners, LLC | $1.9B | 6 | bought 2 sold 4 |
| Bruce BerkowitzFairholme Capital Management LLC | $1.5B | 13 | bought 7 sold 1 |
| Thomas KahnKahn Brothers Group Inc | $632.7M | 48 | bought 10 sold 16 |
| Third AvenueThird Avenue Management LLC | $625.3M | 55 | bought 16 sold 15 |
| Bill MillerMiller Value Partners, LLC | $423.1M | 56 | bought 21 sold 22 |
| Mohnish PabraiDalal Street, LLC | $326.7M | 4 | bought 1 sold 2 |
| Francis ChouChou Associates Management Inc | $216.6M | 31 | bought 1 sold 1 |
| Alex RoepersAtlantic Investment Management, Inc | $192.0M | 12 | bought 7 sold 6 |
II
This Style’s Consensus Holdings
Composite weight within this style only (one giant one vote), top 20.
| Rank | Company | Giants holding | Composite weight |
|---|---|---|---|
| 1 | CVNACarvana Co | 1 / 14 | 5.63% |
| 2 | JOESt. Joe Co | 1 / 14 | 5.46% |
| 3 | LOARLoar Holdings Inc | 1 / 14 | 3.37% |
| 4 | HCCWarrior Met Coal Inc | 2 / 14 | 3.36% |
| 5 | GOOGLAlphabet Inc | 5 / 14 | 3.05% |
| 6 | BRK.BBerkshire Hathaway Inc | 2 / 14 | 2.43% |
| 7 | RIGTransocean Ltd | 1 / 14 | 2.18% |
| 8 | CCitigroup Inc | 3 / 14 | 1.94% |
| 9 | AMRAlpha Metallurgical Resources, Inc | 1 / 14 | 1.86% |
| 10 | AMZNAmazon.com Inc | 2 / 14 | 1.56% |
| 11 | GRBKGreen Brick Partners, Inc | 1 / 14 | 1.38% |
| 12 | ASHAshland Inc | 1 / 14 | 1.25% |
| 13 | APTVAptiv PLC | 1 / 14 | 1.04% |
| 14 | HGVHilton Grand Vacations Inc | 1 / 14 | 1.03% |
| 15 | BAYRYBayer AG | 1 / 14 | 1.01% |
| 16 | TRMDTorm PLC | 1 / 14 | 0.98% |
| 17 | EPDEnterprise Products Partners L.P. | 1 / 14 | 0.96% |
| 18 | LADLithia Motors Inc | 2 / 14 | 0.96% |
| 19 | PVHPVH Corp | 3 / 14 | 0.95% |
| 20 | KEXKirby Corp | 1 / 14 | 0.94% |
III
Is This Style Buying or Selling
Last 20 quarters.