After my trolling through 13Fs for the dream team, I decided to use the data, such that I would review all companies I have run across that have one member of the dream team owning it. Beyond that, I looked at all companies that 2 or more members of the dream team own, and added to the list all companies that I have never heard of. I did the same with my list of companies that I accumulate each quarter, and kept those that I had never heard of. Here is the list of tickers:
A AAPL ABAX ABT ACGL ADBE ADP ADS ADSK AFL AGU AHL ALA ALR ALTR AMAT AMP ANR AON APA APEI ARCO ARRS ASEI ASH ASNA ASYS ATNI ATPG ATSG AVGO AVNW AVT AWH AXS BBBY BCE BCSI BDMS BGC BIDU BLT BLVN BRCM BRK/B BUD BVN CACH CACI CAH CBEY CBI CBT CEDC CELL CF CFK CIE CNQR COBK CODE CPB CPLCPS CPWR CPX CRL CSC CSCO CSGS CSX CTRP CTSH CVI CVS DAR DELL DEO DGIT DGX DIN DIOD DNB DOX DRIV EAG EBAY EDU EGY EMR ENH ENR ENTG ES ESRX ETFC EXP EXPE EXXI FCX FDX FFCO FICO FISV FLS FO FSR FVE GD GEN GIB GKSR GLRE GOOG GS HAL HCKT HFC HHC HNT HOLX HRC HRS HS HTZ IART IM IN INFA INXN IR ITT JOYG KAR KEG KFT KR KRA KRNY KW LH LIFE LLL LORL LTXC LYB MA MANH MASI MCK MCO MDCI MHS MOS MRH MSFT MSI MUR MUSA MWK MYL NAB NEWP NFLX NIHD NLY NOA NOK NSR NTAP NXPI OCR OMI OSHC OTEX PBH PCLN PCS PDCO PG PGR PLL POT PRE PT PTP PWER QCOM QSFT QUAD RBCN REIS RES RGS RIMM RJF RMD RNR RRC RRR RTN SD SHEN SHO SI SIGI SLE SMG SNDK SNPS SODA SOHU SPMD ST STLY SUN SVN SXC SYKE SYMC SYNA SYY T TAP TDC TDG TE TEL TEVA TGS THRX TLW TMO TNDM TRCR TUP TWI UPL USB UTX V VECO VOLC VRSN VRX WAG WBSN WDC WFR WFT WHR WLT WMB WOOF WST XO XOM XRAY XRS YHOO YOKU
Thanks for your great posts. Most of us who take investing seriously have a list of managers whose investment decisions we greatly respect. My list is quite a bit shorter than yours but I’d be interested to know who your “59 managers” are if you wouldn’t mind divulging?
This list is subject to change:
Akre
Altai
Ancient Art
Appaloosa
Atlantic Investment (Roepers)
Bares Capital
Baupost
Blue Ridge
BP Capital (Pickens)
Brave Warrior
Breeden Capital
BRK
Capital Growth
Centaur Capital Partners
Centerbridge Partners, L.P.
Chou Associates
Dreman
Eagle Capital
Eagle Value
Edinburgh Partners
Fairfax
Fairholme
Force Capital
Gates Capital
Glenview
GoldenTree
Greenhaven
Greenlight
H Partners
Harbinger
Hawkshaw
Hound Partners
Hovde
Icahn
Invesco Private Capital
Joho
Lane Five
Leucadia
Lone Pine
M3F
Markel Gayner
MHR
MSD Capital
Muhlenkamp
Pabrai
Paulson
Pennant
Perry
Pershing Square
Sageview
Scout
Southeastern
Third Avenue
Third Point
Tiger Global
ValueAct
Weitz
West Coast Asset Management
Wintergreen