CSCO - Cisco Systems Inc.

This page shows which of the focused investors we track hold CSCO and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2014 it was held by 16 managers with an aggregate reported value of $3.17B, which is 0.44% of the combined portfolio.

Filing period

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Source: Curated SEC 13F filings
Period: Q1 2014
Ticker: CSCO

13F data is delayed and excludes shorts/non-13F assets.

Holders


1	Yacktman Asset Management - Yacktman Asset Management	5.82%	Reduce -0.3%	62,292,307	$1.4B
2	First Eagle - First Eagle Investment Management	2.54%	Add +1.0%	42,824,825	$959.7M
3	First Pacific Advisors - First Pacific Advisors	2.23%	Add +0.3%	11,398,500	$255.44M
4	Tweedy Browne Co. - Tweedy Browne Value Fund	5.66%	Reduce -1.1%	10,955,664	$245.57M
5	Vulcan Value Partners - Vulcan Value Partners	2.66%	Add +18.8%	6,702,276	$150.23M
6	Richard Pzena - Pzena Investment Management	0.49%	Reduce -0.1%	3,825,300	$85.73M
7	Valley Forge Capital Management - Valley Forge Capital Management	2.68%	Reduce -2.6%	1,108,277	$24.84M
8	David Katz - Matrix Asset Advisors	2.71%	Reduce -0.1%	1,010,854	$22.66M
9	Torray Funds - Torray Funds	1.77%	-	467,000	$10.47M
10	Robert Olstein - Olstein Capital Management	1.16%	-	377,000	$8.45M
11	Bill Miller - Miller Value Partners	0.25%	New	275,100	$6.17M
12	Muhlenkamp - Muhlenkamp	0.64%	Reduce -2.1%	162,079	$3.63M
13	Mairs & Power Growth Fund - Mairs & Power Growth Fund	0.02%	Reduce -10.2%	50,989	$1.14M
14	Jensen Investment Management - Jensen Investment Management	0.01%	Add +9.6%	23,460	$526K
15	Thomas Gayner - Markel Asset Management	0.02%	New	23,000	$516K
16	Steven Check - Check Capital Management	0.05%	Add +6.5%	17,100	$383K

Loading holder history for CSCO…