Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
Robert Karr | 2024-05-17 | SHLS | 2024-05-17 | Joho Capital | |||
Carl Icahn | 2024-04-22 | UAN JBLU | IFF | NWL FE | 2024-05-16 | Icahn Capital Management LP | |
George Soros | 2024-03-31 | CERE JPM WRK | CSX VSTS HYG | INDI DDOG NVO | BIRK MLTX NEXN | 2024-05-16 | Soros Fund Management LLC |
John Paulson | 2024-03-31 | ATUS TAST | NG THM MDGL | AU | SSRM | 2024-05-16 | Paulson & Co. |
Steve Mandel | 2024-03-31 | MCK VST SPOT | EPAM PM INTU | AMZN TSM IBN | BX UNH GE | 2024-05-16 | Lone Pine Capital |
Warren Buffett | 2024-05-02 | CB LSXMK OXY | LPX CVX PARA | HPQ | 2024-05-16 | Berkshire Hathaway Inc | |
Bill Gates | 2024-03-31 | BRK.B MSFT | 2024-05-16 | Bill & Melinda Gates Foundation Trust | |||
Bill Ackman | 2024-04-29 | CMG | LOW | 2024-05-16 | Pershing Square Capital Management, L.P. | ||
Joel Greenblatt | 2024-03-31 | HHH HEES ATMU | BG MAC INCY | COMM PHM SHOP | S KRC ODC | 2024-05-16 | Gotham Asset Management, LLC |
Private Capital | 2024-05-06 | LKQ IWB NEM | BAC PUTW PERI | QNST AMJ NVDA | CRAI PPC FIS | 2024-05-16 | Private Capital Management |
Glenn Greenberg | 2024-03-31 | MA SNX | AN MPLX DHI | PRI FG APO | KEY ABG RJF | 2024-05-16 | Brave Warrior Advisors, LLC |
Bruce Berkowitz | 2024-05-07 | EPD OZK | BRK.B JOE | 2024-05-16 | Fairholme Capital Management | ||
David Tepper | 2024-03-31 | JD BA KWEB | UPS BABA BIDU | ET FDX AMZN | MHK MAS WHR | 2024-05-16 | Appaloosa LP |
Ron Baron | 2024-03-31 | TME RDNT EXPO | GTLS CERT TXG | ALKT TTC AXNX | VTR SPY VGT | 2024-05-16 | Baron Funds |
Mason Hawkins | 2024-03-31 | PCH | WBD CNX CNHI | WTM ESRT PVH | KNF FBIN DOOR | 2024-05-16 | Southeastern Asset Management |
Kahn Brothers | 2024-03-31 | AM EGLE PIFYF | BAYRY SEB TPHS | ZDGE BP RFL | CMCSA T BB | 2024-05-15 | Kahn Brothers |
Tiger Management | 2024-03-31 | VOO | CPNG CART | 2024-05-15 | Tiger Management | ||
Charles Brandes | 2024-03-31 | SR KVUE AMX | GOOG SFM NVS | TIMB TSM MFC | NXT VTV EGRX | 2024-05-15 | Brandes Investment |
Mario Gabelli | 2024-03-31 | VATE SQ ETRN | STCN OCFC VBTX | ZTS FLO BSX | IMGN DISH BVH | 2024-05-15 | GAMCO Investors |
Leon Cooperman | 2024-03-31 | PHX SE KBR | LVS VGK DTM | EFC VRT | PXD SCHO | 2024-05-15 | Omega Advisors |
Seth Klarman | 2024-03-31 | EXP WCC FTRE | CLVT GOOG HLF | CRH LSXMK TBPH | SSNC FNCH TSEM | 2024-05-15 | The Baupost Group |
Arnold Van Den Berg | 2024-03-31 | CPG XOM ACGL | QCOM BAC BN | VTI MSFT VRT | MKL POWL | 2024-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2024-04-10 | SPR | CPRI ORLA LBRDK | MU X VOO | SLCA J ATS | 2024-05-15 | Fairfax Financial Holdings |
Yale University | 2024-03-31 | DOOO COIN | ACI ALUR UDMY | 2024-05-15 | Yale University | ||
Ruane Cunniff | 2024-03-31 | AXP | GPI | ASAI UNH GOOG | 2024-05-15 | Ruane, Cunniff & Goldfarb L.P. | |
John Rogers | 2024-03-31 | TDC COF CVS | FI CNHI VT | MANU MHK BOKF | EQC GSK ACWX | 2024-05-15 | Ariel Investment, LLC |
HOTCHKIS & WILEY | 2024-03-31 | BUD HAYN BOKF | EAT NFBK BKU | HTH CAC HVT | CMTG KSS RCMT | 2024-05-15 | Hotchkis & Wiley Capital Management LLC |
Keeley-Teton Advisors, LLC | 2024-03-31 | AAP PLAY LUNA | VIG CME DVY | ESAB SPB IWM | MRVL BLDR DOOR | 2024-05-15 | Keeley-Teton Advisors, LLC |
Dodge & Cox | 2024-03-31 | KSPI SATS FLUT | LYB ZBH BABA | COF COHR BHF | JXN DISH VLTO | 2024-05-14 | Dodge & Cox |
Chris Davis | 2024-03-31 | CPT AMT BIDU | DFNL TFC DWLD | FWONK CUBE ETN | 2024-05-14 | Davis Selected Advisers | |
Mohnish Pabrai | 2024-03-31 | AMR | CEIX ARCH HCC | 2024-05-14 | Dalal Street, LLC | ||
Chuck Akre | 2024-03-31 | CCCS UBER | CSGP | MA ORLY V | 2024-05-14 | Akre Capital Management, LLC | |
Jefferies Group | 2024-03-31 | TRV ARLO EA | QUAL LNG SAGE | YY CLVT QLYS | PPG SPOT WTFC | 2024-05-14 | Leucadia National |
Robert Bruce | 2024-03-31 | BG ADM | DAR VICR | KOD UHAL.B XEL | 2024-05-14 | Bruce & Co. | |
Barrow, Hanley, Mewhinney & Strauss | 2024-03-31 | MODG ALTM TSEM | MDU PRKS KDP | VICI BUR AXL | RLJ ARI TROX | 2024-05-13 | Barrow, Hanley, Mewhinney & Strauss |
Wallace Weitz | 2024-03-31 | VRSN | AON DEO CHTR | ACN GOOG CRM | MKL LILAK | 2024-05-13 | Weitz Investment Management Inc |
Third Avenue Management | 2024-03-31 | LAZ | FPH LXU ELME | LOW STC CMA | SPHR FIX | 2024-05-13 | Third Avenue Management |
Donald Smith & Co | 2024-03-31 | CRBG | GLNG GNW ALLY | AIG GM MTG | TGH CPLP CLS | 2024-05-13 | Donald Smith & Co. |
Ken Fisher | 2024-03-31 | JEPI LMBS HEQ | ALGN ENS NIO | IAU DVN PSMT | PAA RWJ BRK.A | 2024-05-09 | Fisher Asset Management, LLC |
First Eagle Investment | 2024-03-31 | THR GFI ETD | GXO CHK ICAD | CRNT EVBG DE | DIOD JBLU KLXE | 2024-05-09 | First Eagle Investment Management, LLC |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks