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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)
COCO

» Details

Guru Trades
Q2 2012

COCO Guru Trades in Q2 2012

Joel Greenblatt 382,217 sh (+96.54%)
Jim Simons 788,967 sh (+83.27%)
Chuck Royce 4,908,254 sh (unchged)
Donald Smith 904,100 sh (unchged)
Mario Gabelli 662,500 sh (-1.63%)
» More
Q3 2012

COCO Guru Trades in Q3 2012

Steven Cohen 13,232 sh (New)
Ruane Cunniff 1,000,000 sh (New)
Paul Tudor Jones 50,400 sh (New)
Jim Simons 869,110 sh (+10.16%)
Donald Smith 904,100 sh (unchged)
Chuck Royce 4,859,654 sh (-0.99%)
Mario Gabelli 610,500 sh (-7.85%)
Joel Greenblatt 304,675 sh (-20.29%)
» More
Q4 2012

COCO Guru Trades in Q4 2012

Paul Tudor Jones 214,200 sh (+325%)
Steven Cohen 18,797 sh (+42.06%)
Joel Greenblatt 317,425 sh (+4.18%)
Donald Smith 904,100 sh (unchged)
Ruane Cunniff 1,000,000 sh (unchged)
Mario Gabelli 595,500 sh (-2.46%)
Chuck Royce 4,159,654 sh (-14.4%)
Jim Simons 151,900 sh (-82.52%)
» More
Q1 2013

COCO Guru Trades in Q1 2013

Joel Greenblatt 323,148 sh (+1.8%)
Chuck Royce 4,159,654 sh (unchged)
Ruane Cunniff 1,000,000 sh (unchged)
Jim Simons Sold Out
Steven Cohen Sold Out
Mario Gabelli 549,500 sh (-7.72%)
Paul Tudor Jones 192,500 sh (-10.13%)
Donald Smith 178,963 sh (-80.21%)
» More
» Details

Insider Trades

Chart.
LVLT

» Details

Guru Trades
Q2 2012

LVLT Guru Trades in Q2 2012

Jim Simons 825,121 sh (+404.91%)
Mason Hawkins 48,704,217 sh (+9.3%)
Howard Marks 650,000 sh (unchged)
Prem Watsa 12,931,094 sh (unchged)
George Soros Sold Out
Pioneer Investments Sold Out
Steven Cohen 2,540,803 sh (-10.93%)
Jeremy Grantham 10,816 sh (-95.23%)
» More
Q3 2012

LVLT Guru Trades in Q3 2012

Prem Watsa 12,931,094 sh (unchged)
Howard Marks 650,000 sh (unchged)
Jim Simons Sold Out
Mason Hawkins 48,195,212 sh (-1.05%)
Jeremy Grantham 10,300 sh (-4.77%)
Steven Cohen 1,888,981 sh (-25.65%)
» More
Q4 2012

LVLT Guru Trades in Q4 2012

Prem Watsa 12,931,094 sh (unchged)
Howard Marks 650,000 sh (unchged)
Mason Hawkins 46,689,490 sh (-3.12%)
Steven Cohen 1,420,086 sh (-24.82%)
» More
Q1 2013

LVLT Guru Trades in Q1 2013

Bruce Kovner 80,000 sh (New)
Chris Davis 15,400 sh (New)
Howard Marks 1,000,000 sh (+53.85%)
Prem Watsa 12,931,094 sh (unchged)
Steven Cohen Sold Out
Mason Hawkins 46,158,237 sh (-1.14%)
» More
» Details

Insider Trades

Chart.
USG

» Details

Guru Trades
Q2 2012

USG Guru Trades in Q2 2012

Francis Chou 54,039 sh (New)
Irving Kahn 182,000 sh (unchged)
Warren Buffett 17,072,192 sh (unchged)
Prem Watsa 6,794,000 sh (unchged)
Brian Rogers 3,083,200 sh (unchged)
Charles Brandes Sold Out
Jim Simons Sold Out
George Soros Sold Out
Bruce Kovner Sold Out
Steven Cohen 42,457 sh (-92.62%)
» More
Q3 2012

USG Guru Trades in Q3 2012

Bruce Kovner 226,730 sh (New)
Jeremy Grantham 12,600 sh (New)
Steven Cohen 651,038 sh (+1433.41%)
Warren Buffett 17,072,192 sh (unchged)
Brian Rogers 3,083,200 sh (unchged)
Francis Chou Sold Out
Irving Kahn 177,000 sh (-2.75%)
Prem Watsa 42,800 sh (-99.37%)
» More
Q4 2012

USG Guru Trades in Q4 2012

Louis Moore Bacon 25,000 sh (New)
Brian Rogers 3,083,200 sh (unchged)
Prem Watsa 42,800 sh (unchged)
Irving Kahn 177,000 sh (unchged)
Warren Buffett 17,072,192 sh (unchged)
Bruce Kovner Sold Out
Steven Cohen 8,943 sh (-98.63%)
» More
Q1 2013

USG Guru Trades in Q1 2013

Jim Simons 838,832 sh (New)
Steven Cohen 10,677 sh (+19.39%)
Prem Watsa 42,800 sh (unchged)
Brian Rogers 3,083,200 sh (unchged)
Warren Buffett 17,072,192 sh (unchged)
Louis Moore Bacon Sold Out
Irving Kahn 176,830 sh (-0.1%)
» More
» Details

Insider Trades

Chart.
WPO

» Details

Guru Trades
Q2 2012

WPO Guru Trades in Q2 2012

Paul Tudor Jones 1,100 sh (New)
Ruane Cunniff 8,492 sh (+155.55%)
Mason Hawkins 548,210 sh (+52.66%)
Bill Frels 3,500 sh (unchged)
Murray Stahl 1,150 sh (unchged)
Charles de Vaulx 351,571 sh (unchged)
Tom Gayner 5,300 sh (unchged)
Warren Buffett 1,727,765 sh (unchged)
Chuck Royce 7,900 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Joel Greenblatt Sold Out
Chris Davis 2,612 sh (-1.51%)
Tom Russo 121,412 sh (-3.92%)
John Rogers 103,044 sh (-4.34%)
Jeremy Grantham 1,021 sh (-60.32%)
» More
Q3 2012

WPO Guru Trades in Q3 2012

Jeremy Grantham 2,665 sh (+161.02%)
Mason Hawkins 551,910 sh (+0.67%)
Bill Frels 3,500 sh (unchged)
Tom Gayner 5,300 sh (unchged)
Warren Buffett 1,727,765 sh (unchged)
Murray Stahl 1,150 sh (unchged)
Paul Tudor Jones Sold Out
CI Can-Am Small Cap Fund Sold Out
Chris Davis 2,604 sh (-0.31%)
Tom Russo 119,675 sh (-1.43%)
John Rogers 100,353 sh (-2.61%)
Charles de Vaulx 308,409 sh (-12.28%)
Chuck Royce 5,900 sh (-25.32%)
Ruane Cunniff 3,323 sh (-60.87%)
» More
Q4 2012

WPO Guru Trades in Q4 2012

Joel Greenblatt 641 sh (New)
Paul Tudor Jones 2,000 sh (New)
Steven Cohen 1,445 sh (New)
Tom Gayner 5,300 sh (unchged)
Chris Davis 2,604 sh (unchged)
Warren Buffett 1,727,765 sh (unchged)
Ruane Cunniff 3,323 sh (unchged)
Mason Hawkins 550,310 sh (-0.29%)
John Rogers 99,414 sh (-0.94%)
Tom Russo 116,399 sh (-2.74%)
Charles de Vaulx 295,622 sh (-4.15%)
Bill Frels 3,200 sh (-8.57%)
Murray Stahl 700 sh (-39.13%)
Chuck Royce 2,800 sh (-52.54%)
» More
Q1 2013

WPO Guru Trades in Q1 2013

Ruane Cunniff 4,323 sh (+30.09%)
John Rogers 119,891 sh (+20.6%)
Tom Gayner 5,300 sh (unchged)
Warren Buffett 1,727,765 sh (unchged)
Chris Davis 2,604 sh (unchged)
Murray Stahl Sold Out
Joel Greenblatt Sold Out
Mason Hawkins 548,310 sh (-0.36%)
Steven Cohen 1,404 sh (-2.84%)
Bill Frels 3,000 sh (-6.25%)
Tom Russo 108,948 sh (-6.4%)
Paul Tudor Jones 1,100 sh (-45%)
Chuck Royce 300 sh (-89.29%)
» More
» Details

Insider Trades

Chart.

Portfolio's Discussions:

  • batbeer2 1 year ago

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

  • Dr. Paul Price 9 months ago

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

  • batbeer2 9 months 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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