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Holly LaFon Portfolios

Holly LaFon's Space » All Portfolios

Holly's Portfolio Open to everyone

Symbol Guru Ownership Insider Buys/Sells (6 months)
APA

Apache Corp

» Details

Guru Trades

Q4 2015

APA Guru Trades in Q4 2015

Chris Davis 13,300,208 sh (New)
Mario Gabelli 78,550 sh (+13.92%)
Ray Dalio 116,200 sh (+8.29%)
T Rowe Price Equity Income Fund 7,495,000 sh (+4.46%)
Dodge & Cox 26,014,684 sh (+0.14%)
David Dreman 1,350 sh (unchged)
Paul Tudor Jones 37,300 sh (unchged)
Paul Tudor Jones 6,800 sh (unchged)
Bill Nygren 8,274,000 sh (unchged)
Ken Fisher Sold Out
John Buckingham Sold Out
Michael Price Sold Out
Paul Tudor Jones Sold Out
Arnold Van Den Berg 237,932 sh (-1.94%)
Charles Brandes 1,663,656 sh (-1.98%)
Jeff Auxier 9,501 sh (-2.06%)
Third Avenue Management 1,339,834 sh (-2.28%)
Richard Pzena 1,803,214 sh (-4.00%)
John Rogers 66,975 sh (-4.83%)
NWQ Managers 1,037,836 sh (-10.47%)
Jim Simons 656,154 sh (-31.43%)
Jeremy Grantham 99,449 sh (-51.00%)
Steven Cohen 50,000 sh (-61.54%)
Martin Whitman 924,800 sh (-12.84%)
» More
Q1 2016

APA Guru Trades in Q1 2016

Chris Davis 17,174,195 sh (+29.13%)
Mario Gabelli 88,450 sh (+12.60%)
Dodge & Cox 29,259,714 sh (+12.47%)
John Rogers 71,670 sh (+7.01%)
Ray Dalio 121,100 sh (+4.22%)
Charles Brandes 1,720,182 sh (+3.40%)
Arnold Van Den Berg 245,207 sh (+3.06%)
NWQ Managers 1,067,329 sh (+2.84%)
Richard Pzena 1,818,639 sh (+0.86%)
Jeff Auxier 9,501 sh (unchged)
David Dreman 1,350 sh (unchged)
Martin Whitman 924,800 sh (unchged)
Steven Cohen Sold Out
Bill Nygren 7,940,000 sh (-4.04%)
T Rowe Price Equity Income Fund 6,892,400 sh (-8.04%)
Third Avenue Management 1,006,432 sh (-24.88%)
Jeremy Grantham 38,849 sh (-60.94%)
Jim Simons 87,700 sh (-86.63%)
» More
Q2 2016

APA Guru Trades in Q2 2016

Louis Moore Bacon 5,555 sh (New)
Steven Cohen 120,000 sh (New)
David Dreman 4,998 sh (+270.22%)
John Rogers 77,018 sh (+7.46%)
Chris Davis 17,611,450 sh (+2.55%)
Jeff Auxier 9,501 sh (unchged)
Jim Simons Sold Out
Dodge & Cox 29,097,064 sh (-0.56%)
Mario Gabelli 87,700 sh (-0.85%)
Arnold Van Den Berg 240,522 sh (-1.91%)
Bill Nygren 7,640,000 sh (-3.78%)
Charles Brandes 1,616,412 sh (-6.03%)
Ray Dalio 110,900 sh (-8.42%)
T Rowe Price Equity Income Fund 4,475,000 sh (-35.07%)
NWQ Managers 678,918 sh (-36.39%)
Third Avenue Management 524,055 sh (-47.93%)
Richard Pzena 932,140 sh (-48.75%)
Jeremy Grantham 9,332 sh (-75.98%)
Martin Whitman 667,100 sh (-27.87%)
» More
Q3 2016

APA Guru Trades in Q3 2016

Pioneer Investments 48,621 sh (New)
Chris Davis 19,676,467 sh (+11.73%)
Jeremy Grantham 9,732 sh (+4.29%)
Mario Gabelli 91,002 sh (+3.77%)
Dodge & Cox 29,142,376 sh (+0.16%)
John Rogers 77,018 sh (unchged)
Steven Cohen 30,000 sh (unchged)
Louis Moore Bacon Sold Out
Steven Cohen Sold Out
Arnold Van Den Berg 237,477 sh (-1.27%)
Jeff Auxier 9,241 sh (-2.74%)
Charles Brandes 1,561,690 sh (-3.39%)
Ray Dalio 104,800 sh (-5.50%)
David Dreman 4,330 sh (-13.37%)
T Rowe Price Equity Income Fund 3,700,957 sh (-17.30%)
Third Avenue Management 405,279 sh (-22.66%)
NWQ Managers 73,091 sh (-89.23%)
Richard Pzena 17,450 sh (-98.13%)
Martin Whitman 322,700 sh (-51.63%)
» More
» Details

Insider Trades

Portfolio's Discussions:

  • Holly LaFon 5 years ago

    My portfolio.

  • davidchulak 5 years ago

    I have you at a slight disadvantage because you've been kind enough to show your portfolio. I probably should make mine available to all. Curious about PHM. Why now in your opinion? I work around that industry and while things have picked up very slightly, I really don't see a turnaround coming for a long time. I've thought about investing in it....so I'm curious what othes think. Thanks.

  • poolgmac 3 years ago

    See NOVC owned by Mass Mutual, Jefferies and backed by FBR and Fortress. Insiders buying big time and holding off a break out in one of their companies. NOVC holding co with huge DTA hidden under FAS 109. They own Streetlinks.com which is the defacto std in Dodd Frank Act mandated 5Billion residential appraisals. NOVC owns 100% of Adventtax which is close to WU (direct peer NTSP just sold for 1.4 B) and own 100% of CorvisaCloud a Twilio partner. Buy 40 cts. I feel it worth at over 5 pps.

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