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Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
Carl Icahn | 2025-06-26 | UAN CVI IEP | DAN | 2025-06-27 | Icahn Capital Management LP | ||
Third Avenue Value Fund | 2025-04-30 | LSE:HBR VAL XTER:BMW | CMA OSL:SUBC MIL:BZU | LAZ | 2025-06-26 | Third Avenue Value Fund | |
John Paulson | 2025-06-17 | PPTA BHC | 2025-06-18 | Paulson & Co. | |||
Vanguard Health Care Fund | 2025-03-31 | IRON MTSR | BMY DNLI PTCT | TSE:4568 GH OPCH | SNDX | 2025-06-16 | Vanguard Health Care Fund |
John Rogers | 2025-06-05 | OSW LESL SPHR | 2025-06-06 | Ariel Investment, LLC | |||
Brandes Investment Partners, LP | 2025-06-04 | AOUT INVX ORN | GRFS | 2025-06-04 | Brandes Investment | ||
Bill Nygren | 2025-03-31 | STZ MPC | PSX CE WTW | DE KR WFC | 2025-05-30 | Oakmark Fund | |
Warren Buffett | 2025-05-28 | DVA | 2025-05-28 | Berkshire Hathaway Inc | |||
Mason Hawkins | 2025-03-31 | TRIP REGN SHEN | BIO CNX PVH | FDX MGM HTHT | RTX LLYVA HOUS | 2025-05-16 | Southeastern Asset Management |
Leon Cooperman | 2025-03-31 | SUN | STKL OMF RRX | ABR | AES EFC OBDC | 2025-05-16 | Omega Advisors |
David Tepper | 2025-03-31 | LHX XYZ AVGO | GLW NRG ET | ASML LYFT BABA | EQT EXE AMD | 2025-05-16 | Appaloosa LP |
George Soros | 2025-03-31 | PDCO KKR HEES | WAY PONY LEU | OS HG CRH | MAGN CTRE SEDG | 2025-05-16 | Soros Fund Management LLC |
Glenn Greenberg | 2025-03-31 | SPGI V SLM | DHI LEN ICLR | LAD PRI MPLX | 2025-05-16 | Brave Warrior Advisors, LLC | |
Steve Mandel | 2025-03-31 | WING CDNS TOL | TSM CRM MSFT | PM ARES VST | WDAY BTDR WULF | 2025-05-16 | Lone Pine Capital |
David Einhorn | 2025-03-31 | DLTR | HPQ GLPG SDRL | ALIT ACHC PTON | XRT PDBC FCG | 2025-05-16 | Greenlight Capital |
Joel Greenblatt | 2025-03-31 | XLE NTCT LOPE | COIN PCAR SYF | BLBD CLX QCOM | B CP IONQ | 2025-05-16 | Gotham Asset Management, LLC |
Bill Gates | 2025-03-31 | WST | BRK.B | 2025-05-16 |
Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust
| ||
Bruce Berkowitz | 2025-03-31 | CNR FANG | OXY EPD | JOE OZK ET | 2025-05-16 | Fairholme Capital Management | |
Private Capital | 2025-03-31 | VWO ATRO IHE | SECYF MSFT SCHF | RRC JEF AIOT | HFRO VC INTC | 2025-05-16 | Private Capital Management |
Bill Ackman | 2025-05-08 | UBER | BN HTZ GOOGL | CMG CP HLT | NKE | 2025-05-16 |
Pershing Square Capital Management, L.P.
Pershing Square Capital Management, L.P.
|
Kahn Brothers | 2025-03-31 | CVX WEYS BX | FLG BAYRY OGN | AGO AR CSX | MBI VOXX OBT | 2025-05-15 | Kahn Brothers |
Ron Baron | 2025-05-15 | WMS MRP SAIL | IRT EXAS ZS | IEX JBI MTD | MGM RARE PCVX | 2025-05-15 | Baron Funds |
Yale University | 2025-03-31 | ALUR | 2025-05-15 | Yale University | |||
Tweedy Browne | 2025-03-31 | HPK GM HCI | BRK.A CNXC UL | 2025-05-15 | Tweedy Browne CO LLC | ||
Arnold Van Den Berg | 2025-03-31 | VO VOE SCHX | DHR CI PR | CME MA CVX | KGEI PXE URA | 2025-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2025-03-31 | LWAY | KHC CLF TAP | CIGI KKR | TFII XERS RVNC | 2025-05-15 | Fairfax Financial Holdings |
Ruane Cunniff | 2025-03-31 | VXUS VOO | VTI | TSM SCHW CACC | ASAIY AAPL JKL | 2025-05-15 | Ruane, Cunniff & Goldfarb L.P. |
Dodge & Cox | 2025-05-14 | SBAC CE | JCI | 2025-05-15 | Dodge & Cox | ||
HOTCHKIS & WILEY | 2025-05-14 | ADNT APA KOS | RMR | 2025-05-15 |
Hotchkis & Wiley Capital Management LLC
Hotchkis & Wiley Capital Management LLC
| ||
Seth Klarman | 2025-05-14 | VSAT | 2025-05-15 | The Baupost Group | |||
Mario Gabelli | 2025-03-31 | USAS LIN PYCR | LE OFIX BA | STRT AOUT STIM | IONQ MTTR KIM | 2025-05-15 | GAMCO Investors |
Keeley-Teton Advisors, LLC | 2025-03-31 | BTT OUT TNC | MDU ATNI RPM | EBC QQQ IGSB | CAG HUN BCOW | 2025-05-15 | Keeley-Teton Advisors, LLC |
Barrow, Hanley, Mewhinney & Strauss | 2025-05-14 | NVRI HAIN WMG | AXTA PNW | 2025-05-15 | Barrow, Hanley, Mewhinney & Strauss | ||
Robert Bruce | 2025-03-31 | VG CC | FATE AER | ALL T DUK | 2025-05-15 | Bruce & Co. | |
Robert Karr | 2025-03-31 | TSM | ADBE | PWR | STZ BMBL ANSS | 2025-05-14 | Joho Capital |
Donald Smith & Co | 2025-05-14 | BZH CLDT GAU | EQX HOFT SPNT | 2025-05-14 | Donald Smith & Co. | ||
Ken Fisher | 2025-03-31 | DVY AVDV TRP | TFC IEF VGK | DOV INTU GRC | CTXR CCL AON | 2025-05-14 | Fisher Asset Management, LLC |
First Eagle Investment | 2025-05-14 | AIRG | 2025-05-14 |
First Eagle Investment Management, LLC
First Eagle Investment Management, LLC
| |||
Third Avenue Management | 2025-03-31 | BXC PHM | WCC AMBC KALU | AMH DB RYN | ROIC | 2025-05-14 | Third Avenue Management |
Mohnish Pabrai | 2025-03-31 | NE VAL | HCC | AMR | CNR | 2025-05-14 | Dalal Street, LLC |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks