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ORCL - D ORACLE CORP COM

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

In Q1 2013 it was held by 13 managers with an aggregate reported value of $1.99B, which is 0.52% of the combined portfolio.

As of Q1 2013, 13 tracked institutional managers held ORCL (D ORACLE CORP COM) with an aggregate reported value of $1.99B0.52% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2013
Ticker
ORCL

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

Holders

1First Eagle - First Eagle Investment Management2.30%Add +19.3%21,307,747$689.09M
2Christopher Davis - Davis Advisors 1.05%Add +1.1%13,057,792$422.16M
3William Von Mueffling - Cantillon Capital Management10.83%Add +29.1%10,529,345$340.52M
4Polen Capital Management - Polen Capital Management4.85%Add +4.7%7,001,972$226.44M
5Glenn Greenberg - Brave Warrior Advisors9.18%Add +25.2%5,382,763$174.03M
6Seth Klarman - Baupost Group 3.52%Reduce -67.6%3,386,890$109.5M
7Thomas Gayner - Markel Asset Management1.54%Add +1.8%658,900$21.3M
8Torray Funds - Torray Funds0.70%Add +1.7%98,160$3.17M
9David Katz - Matrix Asset Advisors0.37%Reduce -0.4%77,515$2.51M
10Hillman Value Fund - Hillman Value Fund4.80%Reduce -0.1%47,939$1.63M
11Thomas Russo - Gardner Russo & Quinn0.01%Add +56.7%13,125$424K
12Mairs & Power Growth Fund - Mairs & Power Growth Fund0.01%Reduce -11.1%11,765$380K
13Jensen Investment Management - Jensen Investment Management4.74%New0$283.33K
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