International Value Advisers

International Value Advisers as of Sept. 30, 2013

Portfolio Holdings for International Value Advisers

International Value Advisers holds 36 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Devon Energy Corporation (DVN) 9.6 $364M 6.3M 57.76
Berkshire Hathaway (BRK.A) 9.3 $352M 2.1k 170410.06
Oracle Corporation (ORCL) 7.7 $291M 8.8M 33.17
Expeditors International of Washington (EXPD) 5.9 $223M 5.1M 44.06
MasterCard Incorporated (MA) 5.0 $189M 281k 672.78
Total (TTE) 4.2 $160M 2.8M 57.92
Occidental Petroleum Corporation (OXY) 4.1 $155M 1.7M 93.54
Microsoft Corporation (MSFT) 4.0 $154M 4.6M 33.28
Net 1 UEPS Technologies (LSAK) 4.0 $152M 13M 11.99
Washington Post Company 3.7 $141M 230k 611.35
Aon 3.5 $134M 1.8M 74.44
iShares Gold Trust 3.3 $124M 9.6M 12.89
Energen Corporation 3.2 $123M 1.6M 76.39
Banco Itau Holding Financeira (ITUB) 2.9 $110M 7.8M 14.12
Google 2.8 $108M 123k 875.91
Ingram Micro 2.8 $107M 4.6M 23.05
Baker Hughes Incorporated 2.8 $106M 2.2M 49.10
DeVry 2.3 $87M 2.8M 30.56
CVS Caremark Corporation (CVS) 2.0 $78M 1.4M 56.75
Cimarex Energy 2.0 $75M 780k 96.40
Amdocs Ltd ord (DOX) 1.8 $70M 1.9M 36.64
Goldman Sachs (GS) 1.7 $65M 409k 158.21
Spansion 1.5 $57M 5.6M 10.09
Fox News 1.4 $55M 1.6M 33.40
Seacor Holdings 1.4 $54M 597k 90.44
Liberty Media 1.3 $49M 2.1M 23.47
Marsh & McLennan Companies (MMC) 1.2 $46M 1.1M 43.55
Hewlett-Packard Company 1.1 $43M 2.1M 20.99
Annaly Capital Management 1.1 $43M 3.7M 11.58
Sealed Air (SEE) 0.7 $28M 1.0M 27.19
Telephone And Data Systems (TDS) 0.7 $28M 947k 29.55
Berkshire Hathaway (BRK.B) 0.5 $18M 154k 113.51
United States Cellular Corporation (USM) 0.3 $10M 221k 45.53
News Corp Class B cos (NWS) 0.2 $6.8M 411k 16.43
Nortel Inversora 0.0 $1.6M 85k 19.19
National CineMedia 0.0 $982k 52k 18.86