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Holly LaFon Portfolios

Holly LaFon's Space » All Portfolios

Holly's Portfolio Open to everyone

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

Apache Corp

» Details

Guru Trades

Q3 2016

APA Guru Trades in Q3 2016

Pioneer Investments 48,621 sh (New)
Chris Davis 19,676,467 sh (+11.73%)
Jeremy Grantham 9,732 sh (+4.29%)
Mario Gabelli 91,002 sh (+3.77%)
Dodge & Cox 29,142,376 sh (+0.16%)
John Rogers 77,018 sh (unchged)
Steven Cohen 30,000 sh (unchged)
Steven Cohen Sold Out
Louis Moore Bacon Sold Out
Arnold Van Den Berg 237,477 sh (-1.27%)
Bill Nygren 7,440,000 sh (-2.62%)
Jeff Auxier 9,241 sh (-2.74%)
Charles Brandes 1,561,690 sh (-3.39%)
Ray Dalio 104,800 sh (-5.50%)
David Dreman 4,330 sh (-13.37%)
T Rowe Price Equity Income Fund 3,700,957 sh (-17.30%)
Third Avenue Management 405,279 sh (-22.66%)
NWQ Managers 73,091 sh (-89.23%)
Richard Pzena 17,450 sh (-98.13%)
Martin Whitman 322,700 sh (-51.63%)
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Q4 2016

APA Guru Trades in Q4 2016

Keeley Asset Management Corp 45,118 sh (New)
HOTCHKIS & WILEY 828,000 sh (New)
Caxton Associates 27,905 sh (New)
Pioneer Investments 1,426,167 sh (+2833.23%)
Arnold Van Den Berg 265,403 sh (+11.76%)
John Rogers 77,018 sh (unchged)
Richard Pzena Sold Out
Chris Davis 19,575,752 sh (-0.51%)
Dodge & Cox 28,896,095 sh (-0.85%)
Mario Gabelli 89,350 sh (-1.82%)
NWQ Managers 71,432 sh (-2.27%)
Jeremy Grantham 9,332 sh (-4.11%)
T Rowe Price Equity Income Fund 3,510,000 sh (-5.16%)
Bill Nygren 6,940,000 sh (-6.72%)
Ray Dalio 97,100 sh (-7.35%)
Jeff Auxier 8,015 sh (-13.27%)
David Dreman 3,648 sh (-15.75%)
Charles Brandes 1,154,128 sh (-26.10%)
Third Avenue Management 257,260 sh (-36.52%)
Martin Whitman 257,700 sh (-20.14%)
» More
Q1 2017

APA Guru Trades in Q1 2017

Joel Greenblatt 45,659 sh (New)
Michael Price 10,000 sh (New)
John Hussman 50,000 sh (New)
Steven Cohen 944,109 sh (New)
Arnold Van Den Berg 326,343 sh (+22.96%)
HOTCHKIS & WILEY 979,914 sh (+18.35%)
John Rogers 87,418 sh (+13.50%)
Chris Davis 21,873,634 sh (+11.74%)
Bill Nygren 7,440,000 sh (+7.20%)
Jeremy Grantham 9,732 sh (+4.29%)
Ray Dalio 98,500 sh (+1.44%)
Charles Brandes 1,169,745 sh (+1.35%)
T Rowe Price Equity Income Fund 3,550,000 sh (+1.14%)
NWQ Managers 71,507 sh (+0.10%)
Jeff Auxier 8,015 sh (unchged)
David Dreman Sold Out
Third Avenue Management Sold Out
Caxton Associates Sold Out
Pioneer Investments Sold Out
Dodge & Cox 28,770,336 sh (-0.44%)
Mario Gabelli 85,750 sh (-4.03%)
Martin Whitman 204,200 sh (-20.76%)
» More
Q2 2017

APA Guru Trades in Q2 2017

Pioneer Investments 421,945 sh (New)
Alan Fournier 84,101 sh (New)
David Dreman 3,648 sh (New)
HOTCHKIS & WILEY 7,427,314 sh (+657.96%)
John Rogers 106,476 sh (+21.80%)
Joel Greenblatt 51,234 sh (+12.21%)
Bill Nygren 8,240,000 sh (+10.75%)
T Rowe Price Equity Income Fund 3,720,300 sh (+4.80%)
Dodge & Cox 29,922,731 sh (+4.01%)
John Hussman 50,000 sh (unchged)
Michael Price 10,000 sh (unchged)
Jeff Auxier 8,015 sh (unchged)
Jeremy Grantham Sold Out
Steven Cohen Sold Out
Martin Whitman Sold Out
NWQ Managers 71,057 sh (-0.63%)
Arnold Van Den Berg 324,224 sh (-0.65%)
Mario Gabelli 85,100 sh (-0.76%)
Chris Davis 20,985,516 sh (-4.06%)
Charles Brandes 1,002,417 sh (-14.30%)
Ray Dalio 23,197 sh (-76.45%)
» More
» Details

Insider Trades

Portfolio's Discussions:

  • Holly LaFon 6 years ago

    My portfolio.

  • davidchulak 6 years ago

    I have you at a slight disadvantage because you've been kind enough to show your portfolio. I probably should make mine available to all. Curious about PHM. Why now in your opinion? I work around that industry and while things have picked up very slightly, I really don't see a turnaround coming for a long time. I've thought about investing in it....so I'm curious what othes think. Thanks.

  • poolgmac 4 years ago

    See NOVC owned by Mass Mutual, Jefferies and backed by FBR and Fortress. Insiders buying big time and holding off a break out in one of their companies. NOVC holding co with huge DTA hidden under FAS 109. They own Streetlinks.com which is the defacto std in Dodd Frank Act mandated 5Billion residential appraisals. NOVC owns 100% of Adventtax which is close to WU (direct peer NTSP just sold for 1.4 B) and own 100% of CorvisaCloud a Twilio partner. Buy 40 cts. I feel it worth at over 5 pps.

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