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batbeer2 Portfolios

batbeer2's Space » All Portfolios

Conservative investments IV Open to everyone

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

Cable One Inc

» Details

Guru Trades

Q3 2015

CABO Guru Trades in Q3 2015

Chris Davis 29,234 sh (New)
Murray Stahl 3,206 sh (New)
Paul Tudor Jones 702 sh (New)
Mario Gabelli 40,858 sh (+2234.74%)
Louis Moore Bacon 16,372 sh (+31.22%)
Tom Gayner 5,200 sh (unchged)
Ruane Cunniff 3,256 sh (unchged)
John Rogers Sold Out
Warren Buffett Sold Out
Jim Simons Sold Out
Mason Hawkins Sold Out
» More
Q4 2015

CABO Guru Trades in Q4 2015

Jim Simons 1,300 sh (New)
Chris Davis 34,098 sh (+16.64%)
Tom Gayner 5,200 sh (unchged)
Louis Moore Bacon Sold Out
Ruane Cunniff 3,236 sh (-0.61%)
Murray Stahl 3,140 sh (-2.06%)
Mario Gabelli 37,548 sh (-8.10%)
Paul Tudor Jones 510 sh (-27.35%)
» More
Q1 2016

CABO Guru Trades in Q1 2016

Jim Simons 5,700 sh (+338.46%)
Tom Gayner 5,200 sh (unchged)
Paul Tudor Jones Sold Out
Ruane Cunniff 3,228 sh (-0.25%)
Chris Davis 32,545 sh (-4.55%)
Murray Stahl 2,978 sh (-5.16%)
Mario Gabelli 28,658 sh (-23.68%)
» More
Q2 2016

CABO Guru Trades in Q2 2016

Paul Tudor Jones 1,252 sh (New)
Jim Simons 13,804 sh (+142.18%)
Ruane Cunniff 3,228 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Chris Davis 32,116 sh (-1.32%)
Murray Stahl 2,820 sh (-5.31%)
Mario Gabelli 24,414 sh (-14.81%)
» More
» Details

Insider Trades

COCO

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Insider Trades

GHC

Graham Holdings Co

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Guru Trades

Q3 2015

GHC Guru Trades in Q3 2015

David Dreman 12 sh (New)
Joel Greenblatt 59,172 sh (New)
Paul Tudor Jones 3,637 sh (+42.91%)
Mason Hawkins 697,292 sh (+3.05%)
Ruane Cunniff 3,256 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Warren Buffett 107,575 sh (unchged)
John Rogers 23,825 sh (unchged)
Tom Russo Sold Out
Murray Stahl 3,201 sh (-1.63%)
Louis Moore Bacon 11,495 sh (-7.87%)
Mario Gabelli 28,063 sh (-11.13%)
Jim Simons 24,800 sh (-17.33%)
» More
Q4 2015

GHC Guru Trades in Q4 2015

Jim Simons 31,800 sh (+28.23%)
Joel Greenblatt 61,775 sh (+4.40%)
Mason Hawkins 703,052 sh (+0.83%)
Tom Gayner 5,200 sh (unchged)
Warren Buffett 107,575 sh (unchged)
Louis Moore Bacon Sold Out
David Dreman Sold Out
John Rogers 23,756 sh (-0.29%)
Ruane Cunniff 3,236 sh (-0.61%)
Murray Stahl 3,028 sh (-5.40%)
Mario Gabelli 24,694 sh (-12.01%)
Paul Tudor Jones 2,837 sh (-22.00%)
» More
Q1 2016

GHC Guru Trades in Q1 2016

Jim Simons 55,000 sh (+72.96%)
Mason Hawkins 724,751 sh (+3.09%)
John Rogers 24,365 sh (+2.56%)
Warren Buffett 107,575 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Ruane Cunniff 3,228 sh (-0.25%)
Murray Stahl 2,895 sh (-4.39%)
Paul Tudor Jones 2,193 sh (-22.70%)
Mario Gabelli 18,984 sh (-23.12%)
Joel Greenblatt 38,223 sh (-38.13%)
» More
Q2 2016

GHC Guru Trades in Q2 2016

Paul Tudor Jones 2,495 sh (+13.77%)
Mario Gabelli 19,032 sh (+0.25%)
Tom Gayner 5,200 sh (unchged)
Warren Buffett 107,575 sh (unchged)
Ruane Cunniff 3,228 sh (unchged)
John Rogers 24,274 sh (-0.37%)
Mason Hawkins 709,484 sh (-2.11%)
Jim Simons 52,798 sh (-4.00%)
Murray Stahl 2,725 sh (-5.87%)
Joel Greenblatt 22,195 sh (-41.93%)
» More
» Details

Insider Trades

LVLT

Level 3 Communications Inc

» Details

Guru Trades

Q3 2015

LVLT Guru Trades in Q3 2015

Joel Greenblatt 30,035 sh (New)
Dodge & Cox 8,778 sh (unchged)
John Hussman 100,000 sh (unchged)
Pioneer Investments Sold Out
John Burbank Sold Out
Louis Moore Bacon Sold Out
Mason Hawkins 40,494,314 sh (-3.31%)
George Soros 2,005,471 sh (-3.85%)
Steven Cohen 252,300 sh (-27.89%)
Ray Dalio 138,400 sh (-31.59%)
Jim Simons 942,141 sh (-71.10%)
» More
Q4 2015

LVLT Guru Trades in Q4 2015

Steven Cohen 528,700 sh (+109.55%)
George Soros 3,189,433 sh (+59.04%)
Joel Greenblatt Sold Out
John Hussman Sold Out
Ray Dalio 137,500 sh (-0.65%)
Dodge & Cox 7,778 sh (-11.39%)
Mason Hawkins 32,931,724 sh (-18.68%)
Jim Simons 31,273 sh (-96.68%)
» More
Q1 2016

LVLT Guru Trades in Q1 2016

Joel Greenblatt 446,825 sh (New)
Paul Tudor Jones 15,434 sh (New)
Jim Simons 503,873 sh (+1511.21%)
George Soros Sold Out
Mason Hawkins 30,007,772 sh (-8.88%)
Dodge & Cox 4,778 sh (-38.57%)
Ray Dalio 52,460 sh (-61.85%)
Steven Cohen 6,100 sh (-98.85%)
» More
Q2 2016

LVLT Guru Trades in Q2 2016

Manning & Napier Advisors, Inc 194,710 sh (New)
Lee Ainslie 937,290 sh (New)
Paul Tudor Jones 19,759 sh (+28.02%)
Dodge & Cox 4,778 sh (unchged)
Steven Cohen Sold Out
Jim Simons Sold Out
Mason Hawkins 28,393,466 sh (-5.38%)
Ray Dalio 36,400 sh (-30.61%)
Joel Greenblatt 165,392 sh (-62.99%)
» More
» Details

Insider Trades

USG

USG Corp

» Details

Guru Trades

Q3 2015

USG Guru Trades in Q3 2015

Steven Cohen 100 sh (New)
Jim Simons 418,100 sh (+238.00%)
Sarah Ketterer 3,749,041 sh (+26.75%)
Pioneer Investments 948,034 sh (+10.64%)
Prem Watsa 32,800 sh (unchged)
Warren Buffett 39,002,016 sh (unchged)
T Rowe Price Equity Income Fund 3,724,800 sh (-5.30%)
David Tepper 1,086,065 sh (-37.88%)
» More
Q4 2015

USG Guru Trades in Q4 2015

Joel Greenblatt 2,117,548 sh (New)
Steven Cohen 350,000 sh (+349900.00%)
Prem Watsa 32,800 sh (unchged)
Louis Moore Bacon 150,000 sh (unchged)
Warren Buffett 39,002,016 sh (unchged)
T Rowe Price Equity Income Fund Sold Out
Jim Simons Sold Out
Pioneer Investments Sold Out
David Tepper Sold Out
Sarah Ketterer Sold Out
» More
Q1 2016

USG Guru Trades in Q1 2016

Jim Simons 60,900 sh (New)
Paul Tudor Jones 9,737 sh (New)
Warren Buffett 39,002,016 sh (unchged)
Paul Tudor Jones 90,000 sh (unchged)
Prem Watsa 32,800 sh (unchged)
Joel Greenblatt 921,678 sh (-56.47%)
Steven Cohen 146,200 sh (-58.23%)
» More
Q2 2016

USG Guru Trades in Q2 2016

Jim Simons 116,100 sh (+90.64%)
Paul Tudor Jones 11,670 sh (+19.85%)
Prem Watsa 32,800 sh (unchged)
Warren Buffett 39,002,016 sh (unchged)
Steven Cohen Sold Out
Joel Greenblatt 505,587 sh (-45.14%)
» More
» Details

Insider Trades

Portfolio's Discussions:

  • batbeer2 5 years ago

    Still learning to select stocks that both Graham and Fisher would consider suitable for investment.

  • Dr. Paul Price 4 years ago

    Batbeer, You were touting WPO and USG years earlier at much higher prices. What happened to those positions?

  • batbeer2 4 years ago

    Hi Stockdocx99, As you probably know, I don't own every stock I write about. I do disclose my US positions by updating these portfolios. I liked WPO at $ 650 and probably said so on the forum. I was able to build a significant position later.

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