Fund Manager Picks

Here is a summary of specific businesses mentioned in recent shareholder letters by fund managers from my previous post.

Oakmark

  • Sprint-Nextel

Ariel

  • Mohawk
  • Johnson & Johnson – they have an intrinsic value estimate for the shareprice of $105.
  • USG
  • Dell
  • Berkshire Hathaway

Oak Value

  • Aon
  • 3M
  • Microsoft
  • Berkshire Hathaway

Selected Funds

  • Sprint-Nextel
  • Appollo

Longleaf Partners

  • Dell
  • Aon

Wallace R. Weitz & Company (Value and Partners Value funds)

  • Appollo
  • Dell
  • Mohawk
  • USG
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