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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 | IEP UAN CVI | DAN | 2025-06-27 | Icahn Capital Management LP | ||
Third Avenue Value Fund | 2025-04-30 | TSE:6951 TSE:8283 LSE:HBR | XTER:DBK LSE:BIRG OSL:SUBC | 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 | MRUS DNLI TMO | MRK BPMC BIIB | SNDX | 2025-06-16 | Vanguard Health Care Fund |
John Rogers | 2025-06-05 | OSW LESL CLB | 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 | MPC STZ | DAL COP ALLY | KVUE WFC DE | 2025-05-30 | Oakmark Fund | |
Warren Buffett | 2025-05-28 | DVA | 2025-05-28 | Berkshire Hathaway Inc | |||
Mason Hawkins | 2025-03-31 | REGN TRIP SHEN | SN CNX BIO | KHC OSCR WTM | LLYVK LLYVA RTX | 2025-05-16 | Southeastern Asset Management |
Leon Cooperman | 2025-03-31 | SUN | MANU KBR GCI | ABR | CCAP ADT AES | 2025-05-16 | Omega Advisors |
David Tepper | 2025-03-31 | XYZ LHX AVGO | GLW UNH GOOG | WYNN PDD NVDA | EXE EQT AR | 2025-05-16 | Appaloosa LP |
George Soros | 2025-03-31 | ASTS OC GRAB | SPSB LEU PONY | BKNG LQD VIK | XLB J DAR | 2025-05-16 | Soros Fund Management LLC |
Glenn Greenberg | 2025-03-31 | MRP SLM V | LEN COF ICLR | RYAAY FG MPLX | 2025-05-16 | Brave Warrior Advisors, LLC | |
Steve Mandel | 2025-03-31 | CVNA TOL CDNS | CRM FLUT KKR | ARES LLY META | LEN CIFR HWM | 2025-05-16 | Lone Pine Capital |
David Einhorn | 2025-03-31 | DLTR | SDRL HPQ TEVA | PTON SNX GLD | XRT PDBC RSP | 2025-05-16 | Greenlight Capital |
Joel Greenblatt | 2025-03-31 | PLUG WHR FLR | ITCI OXY ABBV | TFLO DD ODFL | EDR HUBS SGI | 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 | OZK JOE ET | 2025-05-16 | Fairholme Capital Management | |
Private Capital | 2025-03-31 | TQQQ PBFS IHE | VYM SNV AMJB | SCHE BBSI CVX | INTC TTD AVGO | 2025-05-16 | Private Capital Management |
Bill Ackman | 2025-05-08 | UBER | GOOGL HTZ BN | CMG CP GOOG | NKE | 2025-05-16 |
Pershing Square Capital Management, L.P.
Pershing Square Capital Management, L.P.
|
Kahn Brothers | 2025-03-31 | BX COF CVX | NVS BAYRY SEIC | VZ BMY HLN | VOXX OBT MBI | 2025-05-15 | Kahn Brothers |
Ron Baron | 2025-05-15 | MCK CCI GILD | MASI NCNO LLYVK | ODD CDNA EXPE | RCKT IBTA WEX | 2025-05-15 | Baron Funds |
Yale University | 2025-03-31 | ALUR | 2025-05-15 | Yale University | |||
Tweedy Browne | 2025-03-31 | HAFN GM HPK | UHAL.B KVUE BRK.B | 2025-05-15 | Tweedy Browne CO LLC | ||
Arnold Van Den Berg | 2025-03-31 | SCHX VO NLR | UNH ELV INTC | VYM TXN ERO | SIL PFFD EFAS | 2025-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2025-03-31 | LWAY | TAP CLF KHC | KKR CIGI | XERS TFII RVNC | 2025-05-15 | Fairfax Financial Holdings |
Ruane Cunniff | 2025-03-31 | VXUS VOO | VTI | EQH CHTR ELV | AAPL JKL ASAIY | 2025-05-15 | Ruane, Cunniff & Goldfarb L.P. |
Dodge & Cox | 2025-05-14 | CE SBAC | 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 | GXO PACK USAS | SMG LMNR TG | CR STLA MWA | VTR KIM IONQ | 2025-05-15 | GAMCO Investors |
Keeley-Teton Advisors, LLC | 2025-03-31 | TNC OUT HP | OSK USCB VLY | TCBI SMP ITT | UFPI LAND FTAI | 2025-05-15 | Keeley-Teton Advisors, LLC |
Barrow, Hanley, Mewhinney & Strauss | 2025-05-14 | HAIN NVRI WMG | AXTA PNW | 2025-05-15 | Barrow, Hanley, Mewhinney & Strauss | ||
Robert Bruce | 2025-03-31 | VG CC | AER FATE | ALL CMS UHAL.B | 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 | ASTL TPC MPAA | CLCO SPNT IAG | 2025-05-14 | Donald Smith & Co. | ||
Ken Fisher | 2025-03-31 | BR LEVI HODL | TDG TPL IQV | WSFS ATRO MAC | CHX SSUS CTSH | 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 | KALU AMBC WCC | AMH SEB HBB | ROIC | 2025-05-14 | Third Avenue Management |
Mohnish Pabrai | 2025-03-31 | VAL NE | 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