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Holly LaFon Portfolios

Holly LaFon's Space » All Portfolios
  • Open to Everyone Holly's Portfolio (4 stocks)

Holly's Portfolio Open to everyone Limited to 500 stocks per portfolio

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

BP PLC

» Details

Guru Trades

Q3 2014

BP Guru Trades in Q3 2014

Bruce Berkowitz 54,000 sh (New)
David Einhorn 2,063,139 sh (+39.40%)
Mario Gabelli 140,025 sh (+12.13%)
Ray Dalio 279,300 sh (+9.66%)
David Dreman 142,725 sh (+9.64%)
Brian Rogers 3,515,700 sh (+7.66%)
Richard Pzena 11,343,006 sh (+6.21%)
John Hussman 427,600 sh (+6.21%)
Murray Stahl 34,913 sh (+3.93%)
Richard Snow 1,658,113 sh (+2.95%)
James Barrow 29,520,603 sh (+2.43%)
Bill Gates 7,405,614 sh (+1.24%)
Charles Brandes 2,958,701 sh (+0.78%)
Bill Frels 396,921 sh (+0.69%)
Prem Watsa 11,000 sh (unchged)
Francis Chou 10,000 sh (unchged)
Ruane Cunniff 5,548 sh (unchged)
Louis Moore Bacon 200,000 sh (unchged)
First Eagle Investment 273 sh (unchged)
Louis Moore Bacon 200,000 sh (unchged)
Tom Russo 7,923 sh (unchged)
Jim Simons Sold Out
Jeff Auxier 231,642 sh (-0.19%)
Ken Fisher 1,056,359 sh (-0.21%)
Kahn Brothers 844,455 sh (-6.84%)
RS Investment Management 15,480 sh (-64.54%)
» More
Q4 2014

BP Guru Trades in Q4 2014

Manning & Napier Advisors, Inc 46,830 sh (New)
Ray Dalio 347,200 sh (+24.31%)
Richard Pzena 12,170,845 sh (+7.30%)
Ruane Cunniff 5,948 sh (+7.21%)
Murray Stahl 36,112 sh (+3.43%)
John Hussman 440,000 sh (+2.90%)
Mario Gabelli 143,882 sh (+2.75%)
Kahn Brothers 867,505 sh (+2.73%)
Jeff Auxier 232,592 sh (+0.41%)
Ken Fisher 1,058,070 sh (+0.16%)
Tom Russo 7,925 sh (+0.03%)
Brian Rogers 3,515,700 sh (unchged)
First Eagle Investment 273 sh (unchged)
Prem Watsa 11,000 sh (unchged)
Bill Gates 7,405,614 sh (unchged)
Francis Chou 10,000 sh (unchged)
Bruce Berkowitz Sold Out
David Einhorn Sold Out
RS Investment Management Sold Out
Charles Brandes 2,852,329 sh (-3.60%)
Bill Frels 365,576 sh (-7.90%)
Richard Snow 1,522,219 sh (-8.20%)
James Barrow 26,740,114 sh (-9.42%)
David Dreman 127,678 sh (-10.54%)
» More
Q1 2015

BP Guru Trades in Q1 2015

Jim Simons 425,900 sh (New)
Steven Cohen 213,100 sh (New)
Prem Watsa 14,000 sh (+27.27%)
Charles Brandes 3,093,875 sh (+8.47%)
Kahn Brothers 906,887 sh (+4.54%)
Richard Snow 1,579,056 sh (+3.73%)
Ray Dalio 353,600 sh (+1.84%)
Bill Gates 7,405,614 sh (unchged)
Francis Chou 10,000 sh (unchged)
Brian Rogers 3,515,700 sh (unchged)
First Eagle Investment 273 sh (unchged)
Ruane Cunniff 5,948 sh (unchged)
Ken Fisher 1,046,958 sh (-1.05%)
Tom Russo 7,831 sh (-1.19%)
Richard Pzena 11,932,772 sh (-1.96%)
Mario Gabelli 139,121 sh (-3.31%)
James Barrow 25,497,884 sh (-4.65%)
David Dreman 119,069 sh (-6.74%)
Murray Stahl 32,567 sh (-9.82%)
Manning & Napier Advisors, Inc 41,870 sh (-10.59%)
John Hussman 330,000 sh (-25.00%)
Bill Frels 232,148 sh (-36.50%)
Jeff Auxier 85,682 sh (-63.16%)
» More
Q2 2015

BP Guru Trades in Q2 2015

Jeff Auxier 228,302 sh (+166.45%)
Manning & Napier Advisors, Inc 59,450 sh (+41.99%)
Charles Brandes 3,269,907 sh (+5.69%)
Jim Simons 434,100 sh (+1.93%)
Murray Stahl 33,162 sh (+1.83%)
Bill Gates 7,509,796 sh (+1.41%)
Kahn Brothers 912,326 sh (+0.60%)
Ken Fisher 1,047,791 sh (+0.08%)
James Barrow 25,506,530 sh (+0.03%)
Francis Chou 10,000 sh (unchged)
Steven Cohen 900,000 sh (unchged)
Ruane Cunniff 5,948 sh (unchged)
Ray Dalio 353,600 sh (unchged)
Louis Moore Bacon 300,000 sh (unchged)
First Eagle Investment 273 sh (unchged)
Prem Watsa 14,000 sh (unchged)
Steven Cohen Sold Out
Tom Russo 7,814 sh (-0.22%)
Richard Snow 1,523,560 sh (-3.51%)
Richard Pzena 11,369,511 sh (-4.72%)
Brian Rogers 3,315,700 sh (-5.69%)
David Dreman 106,527 sh (-10.53%)
Bill Frels 204,020 sh (-12.12%)
John Hussman 212,000 sh (-35.76%)
Mario Gabelli 49,721 sh (-64.26%)
» More
» Details

Insider Trades

GOOG

Google Inc

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Guru Trades

Q3 2014

GOOG Guru Trades in Q3 2014

Robert Karr 112,964 sh (+31.41%)
Bill Frels 625 sh (+18.60%)
Dodge & Cox 2,624,338 sh (+5.17%)
Signature Select Canadian Fund 16,100 sh (+3.87%)
Manning & Napier Advisors, Inc 357,508 sh (+2.84%)
Wallace Weitz 67,331 sh (+2.81%)
First Eagle Investment 345,138 sh (+1.95%)
Ron Baron 15,010 sh (+1.80%)
Charles de Vaulx 18,610 sh (+1.52%)
First Pacific Advisors 232,739 sh (+0.95%)
Ruane Cunniff 591,684 sh (+0.18%)
PRIMECAP Management 2,578,622 sh (+0.07%)
Mario Cibelli 2,800 sh (unchged)
David Tepper 637,067 sh (unchged)
Tom Gayner 12,500 sh (unchged)
Mariko Gordon 711 sh (unchged)
Louis Moore Bacon 26,100 sh (unchged)
Steven Romick 215,700 sh (unchged)
Pioneer Investments 354,601 sh (unchged)
Tweedy Browne Global Value 76,000 sh (unchged)
Wintergreen Fund 30,094 sh (unchged)
Stanley Druckenmiller Sold Out
Bill Nygren Sold Out
Caxton Associates Sold Out
Tweedy Browne 140,837 sh (-0.16%)
Chris Davis 1,966,541 sh (-0.43%)
Murray Stahl 39,897 sh (-0.77%)
RS Investment Management 40,028 sh (-0.78%)
Ken Fisher 622,181 sh (-2.59%)
Mario Gabelli 13,977 sh (-2.85%)
David Rolfe 192,769 sh (-2.88%)
David Winters 34,023 sh (-6.87%)
Frank Sands 1,821,190 sh (-8.74%)
John Griffin 394,000 sh (-13.97%)
Tom Russo 869 sh (-14.05%)
Julian Robertson 14,696 sh (-27.95%)
Jeremy Grantham 626,433 sh (-31.22%)
George Soros 67,572 sh (-65.26%)
Steven Cohen 2,700 sh (-73.00%)
» More
Q4 2014

GOOG Guru Trades in Q4 2014

Lee Ainslie 659,237 sh (New)
Jim Simons 14,000 sh (New)
Paul Tudor Jones 5,706 sh (New)
Mohnish Pabrai 69,000 sh (New)
Richard Snow 6,000 sh (New)
Julian Robertson 40,596 sh (+176.24%)
Steven Cohen 4,300 sh (+59.26%)
Wallace Weitz 103,871 sh (+54.27%)
Tom Russo 1,169 sh (+34.52%)
Robert Karr 150,664 sh (+33.37%)
Dodge & Cox 3,155,397 sh (+20.24%)
Ron Baron 16,146 sh (+7.57%)
Pioneer Investments 379,113 sh (+6.91%)
Murray Stahl 42,259 sh (+5.92%)
PRIMECAP Management 2,636,103 sh (+2.23%)
Ruane Cunniff 604,407 sh (+2.15%)
Steven Romick 220,014 sh (+2.00%)
First Pacific Advisors 237,044 sh (+1.85%)
RS Investment Management 40,469 sh (+1.10%)
Charles de Vaulx 18,655 sh (+0.24%)
First Eagle Investment 345,728 sh (+0.17%)
Tweedy Browne Global Value 76,000 sh (unchged)
Tom Gayner 12,500 sh (unchged)
David Winters 34,023 sh (unchged)
Wintergreen Fund 30,094 sh (unchged)
Mario Cibelli 2,800 sh (unchged)
Louis Moore Bacon 26,100 sh (unchged)
George Soros Sold Out
Mariko Gordon Sold Out
Tweedy Browne 140,487 sh (-0.25%)
Manning & Napier Advisors, Inc 356,287 sh (-0.34%)
David Rolfe 190,850 sh (-1.00%)
Frank Sands 1,789,369 sh (-1.75%)
Frank Sands 1,789,369 sh (-1.75%)
Ken Fisher 597,898 sh (-3.90%)
Chris Davis 1,883,353 sh (-4.23%)
Mario Gabelli 12,557 sh (-10.16%)
Bill Frels 515 sh (-17.60%)
David Tepper 499,887 sh (-21.53%)
Jeremy Grantham 425,905 sh (-32.01%)
John Griffin 234,000 sh (-40.61%)
» More
Q1 2015

GOOG Guru Trades in Q1 2015

Mason Hawkins 913,507 sh (New)
Andreas Halvorsen 841,187 sh (New)
Jim Simons 198,800 sh (+1320.00%)
Manning & Napier Advisors, Inc 614,273 sh (+72.88%)
Mario Gabelli 14,680 sh (+17.23%)
Pioneer Investments 413,688 sh (+9.42%)
Lee Ainslie 705,336 sh (+6.99%)
Wallace Weitz 106,150 sh (+2.48%)
PRIMECAP Management 2,684,996 sh (+1.85%)
Dodge & Cox 3,199,998 sh (+1.41%)
First Eagle Investment 347,517 sh (+0.79%)
First Pacific Advisors 238,199 sh (+0.49%)
Steven Romick 220,014 sh (+0.28%)
Tom Gayner 12,500 sh (+0.28%)
Tweedy Browne Global Value 76,000 sh (+0.28%)
Tweedy Browne 140,140 sh (+0.03%)
Mario Cibelli 2,800 sh (unchged)
David Tepper 50,000 sh (unchged)
Julian Robertson 40,596 sh (unchged)
Louis Moore Bacon 26,100 sh (unchged)
Robert Karr 150,664 sh (unchged)
Mohnish Pabrai 69,000 sh (unchged)
David Winters 34,023 sh (unchged)
John Griffin Sold Out
Richard Snow Sold Out
Tom Russo 1,168 sh (-0.09%)
Ruane Cunniff 603,420 sh (-0.16%)
Wintergreen Fund 30,094 sh (-0.27%)
Charles de Vaulx 18,655 sh (-0.27%)
Ron Baron 15,924 sh (-1.37%)
Murray Stahl 41,281 sh (-2.31%)
Frank Sands 1,741,038 sh (-2.70%)
Signature Select Canadian Fund 15,600 sh (-3.11%)
David Rolfe 184,847 sh (-3.15%)
Ken Fisher 574,177 sh (-3.70%)
Chris Davis 1,760,627 sh (-6.26%)
Bill Frels 482 sh (-6.41%)
Steven Cohen 3,700 sh (-13.95%)
David Tepper 407,937 sh (-18.39%)
Jeremy Grantham 346,617 sh (-18.62%)
Paul Tudor Jones 3,900 sh (-31.65%)
RS Investment Management 25,036 sh (-38.14%)
» More
Q2 2015

GOOG Guru Trades in Q2 2015

Eric Mindich 463,000 sh (New)
Richard Snow 7,000 sh (New)
Steven Cohen 13,800 sh (+271.95%)
Charles de Vaulx 56,778 sh (+203.52%)
Jim Simons 413,521 sh (+107.44%)
Mason Hawkins 1,352,064 sh (+47.60%)
Andreas Halvorsen 1,147,549 sh (+36.05%)
Wallace Weitz 124,403 sh (+16.87%)
Pioneer Investments 451,478 sh (+8.84%)
Manning & Napier Advisors, Inc 656,481 sh (+6.58%)
First Pacific Advisors 247,815 sh (+3.75%)
Bill Frels 495 sh (+2.42%)
Dodge & Cox 3,257,582 sh (+1.52%)
Ron Baron 16,132 sh (+1.03%)
Ruane Cunniff 607,980 sh (+0.48%)
Jeremy Grantham 348,534 sh (+0.28%)
Chris Davis 1,766,776 sh (+0.07%)
Mohnish Pabrai 69,188 sh (unchged)
Wintergreen Fund 30,176 sh (unchged)
Tweedy Browne Global Value 76,208 sh (unchged)
Steven Romick 220,618 sh (unchged)
Eric Mindich 250,000 sh (unchged)
David Winters 34,115 sh (unchged)
Louis Moore Bacon Sold Out
Julian Robertson 40,705 sh (-0.01%)
Tom Gayner 12,531 sh (-0.03%)
Tweedy Browne 140,471 sh (-0.04%)
Mario Cibelli 2,806 sh (-0.06%)
First Eagle Investment 348,132 sh (-0.10%)
PRIMECAP Management 2,687,665 sh (-0.18%)
Tom Russo 1,168 sh (-0.27%)
Ken Fisher 556,105 sh (-3.41%)
David Rolfe 176,114 sh (-4.99%)
David Rolfe 176,114 sh (-4.99%)
Murray Stahl 38,908 sh (-6.01%)
Lee Ainslie 621,569 sh (-12.12%)
David Tepper 349,055 sh (-14.67%)
Mario Gabelli 12,526 sh (-14.91%)
RS Investment Management 17,261 sh (-31.24%)
RS Investment Management 17,261 sh (-31.24%)
Frank Sands 1,110,451 sh (-36.39%)
Paul Tudor Jones 2,000 sh (-48.86%)
Robert Karr 52,956 sh (-64.95%)
» More
» Details

Insider Trades

NBG

National Bank of Greece

» Details

Guru Trades

Q3 2014

NBG Guru Trades in Q3 2014

Jim Simons 375,966 sh (-44.63%)
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Q4 2014

NBG Guru Trades in Q4 2014

Jim Simons 306,100 sh (-18.58%)
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Q1 2015

NBG Guru Trades in Q1 2015

Howard Marks 1,881,400 sh (New)
Jim Simons 4,005,800 sh (+1208.66%)
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Q2 2015

NBG Guru Trades in Q2 2015

Jim Simons 5,945,752 sh (+48.43%)
Howard Marks 1,764,500 sh (-6.21%)
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» Details

Insider Trades

V

Visa Inc

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Guru Trades

Q3 2014

V Guru Trades in Q3 2014

Dodge & Cox 2,213 sh (New)
Manning & Napier Advisors, Inc 1,038,807 sh (+30.33%)
Joel Greenblatt 141,215 sh (+22.27%)
Paul Tudor Jones 91,550 sh (+13.96%)
Andreas Halvorsen 3,035,619 sh (+10.60%)
Tom Gayner 178,500 sh (+8.51%)
David Rolfe 1,011,933 sh (+6.78%)
Bill Nygren 1,470,000 sh (+4.26%)
Bill Frels 2,030 sh (+3.89%)
First Eagle Investment 1,057,613 sh (+1.67%)
Chris Davis 1,931,268 sh (+1.27%)
Frank Sands 12,668,989 sh (+0.93%)
Tom Russo 112,816 sh (+0.59%)
Ken Fisher 3,588,852 sh (+0.04%)
Chuck Akre 570,430 sh (unchged)
Warren Buffett 2,146,290 sh (unchged)
John Keeley 1,500 sh (unchged)
Pioneer Investments 578,464 sh (unchged)
John Griffin 600,000 sh (unchged)
Chase Coleman 284,479 sh (unchged)
Jim Chanos Sold Out
Jeremy Grantham Sold Out
MS Global Franchise Fund 91,279 sh (-0.10%)
Ron Baron 25,746 sh (-0.30%)
Ruane Cunniff 1,115,595 sh (-0.78%)
Jeff Auxier 11,112 sh (-1.16%)
Mario Gabelli 32,135 sh (-1.76%)
PRIMECAP Management 3,095,730 sh (-3.19%)
Murray Stahl 83,856 sh (-5.85%)
RS Investment Management 15,284 sh (-29.59%)
Jim Simons 193,800 sh (-52.12%)
Steven Cohen 21,700 sh (-90.18%)
» More
Q4 2014

V Guru Trades in Q4 2014

Ray Dalio 1,201 sh (New)
Steve Mandel 1,771,519 sh (New)
Ken Heebner 105,000 sh (New)
Louis Moore Bacon 82,720 sh (New)
Frank Sands 12,627,083 sh (+298.68%)
Steven Cohen 63,800 sh (+194.01%)
Jim Simons 374,800 sh (+93.40%)
Warren Buffett 2,509,290 sh (+16.91%)
David Rolfe 1,114,817 sh (+10.17%)
Tom Gayner 190,500 sh (+6.72%)
RS Investment Management 16,078 sh (+5.19%)
Tom Russo 114,624 sh (+1.60%)
Mario Gabelli 32,258 sh (+0.38%)
Chuck Akre 570,810 sh (+0.07%)
Murray Stahl 83,904 sh (+0.06%)
First Eagle Investment 1,057,883 sh (+0.03%)
Bill Nygren 1,470,000 sh (unchged)
John Griffin 600,000 sh (unchged)
John Keeley 1,500 sh (unchged)
Bill Frels 2,030 sh (unchged)
Ron Baron 25,746 sh (unchged)
Joel Greenblatt Sold Out
Paul Tudor Jones Sold Out
MS Global Franchise Fund 91,223 sh (-0.06%)
Chris Davis 1,926,613 sh (-0.24%)
Frank Sands 12,627,083 sh (-0.33%)
Jeff Auxier 11,062 sh (-0.45%)
Ken Fisher 3,556,730 sh (-0.90%)
PRIMECAP Management 2,937,922 sh (-5.10%)
Pioneer Investments 543,886 sh (-5.98%)
Dodge & Cox 1,810 sh (-18.21%)
Ruane Cunniff 858,546 sh (-23.04%)
Manning & Napier Advisors, Inc 797,241 sh (-23.25%)
Chase Coleman 172,479 sh (-39.37%)
Andreas Halvorsen 916,606 sh (-69.80%)
» More
Q1 2015

V Guru Trades in Q1 2015

Paul Tudor Jones 534,640 sh (New)
Joel Greenblatt 267,117 sh (New)
John Hussman 100,000 sh (New)
John Burbank 420,812 sh (New)
Steven Cohen 1,413,000 sh (+453.68%)
Jim Simons 4,281,900 sh (+185.61%)
RS Investment Management 87,056 sh (+35.37%)
Steve Mandel 9,510,268 sh (+34.21%)
Chase Coleman 838,089 sh (+21.48%)
Tom Gayner 808,000 sh (+6.04%)
Ken Fisher 14,316,089 sh (+0.63%)
First Eagle Investment 4,248,614 sh (+0.40%)
Tom Russo 458,760 sh (+0.06%)
Dodge & Cox 7,240 sh (unchged)
Ken Heebner 420,000 sh (unchged)
John Keeley 6,000 sh (unchged)
John Griffin 2,400,000 sh (unchged)
Bill Nygren 5,880,000 sh (unchged)
Ron Baron 102,984 sh (unchged)
Chuck Akre 2,283,240 sh (unchged)
Andreas Halvorsen Sold Out
Ray Dalio Sold Out
Mario Gabelli 129,012 sh (-0.02%)
Ruane Cunniff 3,432,160 sh (-0.06%)
Pioneer Investments 2,169,948 sh (-0.26%)
Frank Sands 50,366,538 sh (-0.28%)
Chris Davis 7,659,271 sh (-0.61%)
Bill Frels 8,052 sh (-0.84%)
PRIMECAP Management 11,650,208 sh (-0.86%)
David Rolfe 4,416,811 sh (-0.95%)
Murray Stahl 332,183 sh (-1.02%)
Manning & Napier Advisors, Inc 3,144,422 sh (-1.40%)
Warren Buffett 9,885,160 sh (-1.51%)
MS Global Franchise Fund 351,769 sh (-3.60%)
Louis Moore Bacon 300,000 sh (-9.33%)
Jeff Auxier 12,448 sh (-71.87%)
» More
Q2 2015

V Guru Trades in Q2 2015

Robert Olstein 92,000 sh (New)
Jeff Auxier 44,048 sh (+253.86%)
Manning & Napier Advisors, Inc 8,823,097 sh (+180.60%)
John Hussman 125,000 sh (+25.00%)
Tom Russo 543,124 sh (+18.39%)
RS Investment Management 96,970 sh (+11.39%)
RS Investment Management 96,970 sh (+11.39%)
Ron Baron 110,895 sh (+7.68%)
Pioneer Investments 2,304,323 sh (+6.19%)
Bill Frels 8,457 sh (+5.03%)
Ken Fisher 14,549,446 sh (+1.63%)
Tom Gayner 819,000 sh (+1.36%)
John Keeley 6,000 sh (unchged)
John Griffin 2,400,000 sh (unchged)
Dodge & Cox 7,240 sh (unchged)
Ken Heebner 420,000 sh (unchged)
Steven Cohen 250,000 sh (unchged)
Chuck Akre 2,283,240 sh (unchged)
Chase Coleman 838,089 sh (unchged)
Warren Buffett 9,885,160 sh (unchged)
Louis Moore Bacon Sold Out
Murray Stahl 330,810 sh (-0.41%)
Mario Gabelli 128,212 sh (-0.62%)
PRIMECAP Management 11,525,448 sh (-1.07%)
First Eagle Investment 4,197,863 sh (-1.19%)
Ruane Cunniff 3,389,577 sh (-1.24%)
Chris Davis 7,540,627 sh (-1.55%)
David Rolfe 4,295,301 sh (-2.75%)
David Rolfe 4,295,301 sh (-2.75%)
Frank Sands 48,267,949 sh (-4.17%)
Steve Mandel 8,900,538 sh (-6.41%)
Bill Nygren 5,280,000 sh (-10.20%)
Paul Tudor Jones 319,919 sh (-40.16%)
Jim Simons 1,748,400 sh (-59.17%)
John Burbank 130,579 sh (-68.97%)
Steven Cohen 395,600 sh (-72.00%)
Joel Greenblatt 18,196 sh (-93.19%)
» More
» Details

Insider Trades

Portfolio's Discussions:

  • Holly LaFon 4 years ago

    My portfolio.

  • davidchulak 4 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 2 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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