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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)
CABO

Cable One Inc

» Details

Guru Trades

Q2 2016

CABO Guru Trades in Q2 2016

Paul Tudor Jones 1,252 sh (New)
Jim Simons 13,804 sh (+142.18%)
Ruane Cunniff 3,228 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Chris Davis 32,116 sh (-1.32%)
Murray Stahl 2,820 sh (-5.31%)
Mario Gabelli 24,414 sh (-14.81%)
» More
Q3 2016

CABO Guru Trades in Q3 2016

Lou Simpson 33,589 sh (New)
Tom Gayner 5,200 sh (unchged)
Ruane Cunniff 3,228 sh (unchged)
Chris Davis Sold Out
Murray Stahl 2,716 sh (-3.69%)
Mario Gabelli 21,364 sh (-12.49%)
Paul Tudor Jones 627 sh (-49.92%)
Jim Simons 5,900 sh (-57.26%)
» More
Q4 2016

CABO Guru Trades in Q4 2016

Lou Simpson 220,324 sh (+555.94%)
Jim Simons 25,000 sh (+323.73%)
Ruane Cunniff 3,228 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Paul Tudor Jones Sold Out
Murray Stahl 2,687 sh (-1.07%)
Mario Gabelli 18,640 sh (-12.75%)
» More
Q1 2017

CABO Guru Trades in Q1 2017

Caxton Associates 800 sh (New)
Jim Simons 71,353 sh (+185.41%)
Tom Gayner 5,200 sh (unchged)
Ruane Cunniff Sold Out
Lou Simpson 219,047 sh (-0.58%)
Murray Stahl 2,655 sh (-1.19%)
Mario Gabelli 16,801 sh (-9.87%)
» More
» Details

Insider Trades

COCO

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Insider Trades

GHC

Graham Holdings Co

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Guru Trades

Q2 2016

GHC Guru Trades in Q2 2016

Paul Tudor Jones 2,495 sh (+13.77%)
Mario Gabelli 19,032 sh (+0.25%)
Ruane Cunniff 3,228 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Warren Buffett 107,575 sh (unchged)
John Rogers 24,274 sh (-0.37%)
Mason Hawkins 709,484 sh (-2.11%)
Jim Simons 52,798 sh (-4.00%)
Murray Stahl 2,725 sh (-5.87%)
Joel Greenblatt 22,195 sh (-41.93%)
» More
Q3 2016

GHC Guru Trades in Q3 2016

Mason Hawkins 789,628 sh (+11.30%)
Warren Buffett 107,575 sh (unchged)
Ruane Cunniff 3,228 sh (unchged)
Tom Gayner 5,200 sh (unchged)
John Rogers 24,268 sh (-0.02%)
Murray Stahl 2,630 sh (-3.49%)
Jim Simons 47,300 sh (-10.41%)
Mario Gabelli 13,902 sh (-26.95%)
Joel Greenblatt 16,120 sh (-27.37%)
Paul Tudor Jones 1,519 sh (-39.12%)
» More
Q4 2016

GHC Guru Trades in Q4 2016

Jim Simons 55,900 sh (+18.18%)
John Rogers 24,270 sh (+0.01%)
Ruane Cunniff 3,228 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Warren Buffett 107,575 sh (unchged)
Murray Stahl 2,613 sh (-0.65%)
Mason Hawkins 768,371 sh (-2.69%)
Mario Gabelli 13,217 sh (-4.93%)
Paul Tudor Jones 1,011 sh (-33.44%)
Joel Greenblatt 7,617 sh (-52.75%)
» More
Q1 2017

GHC Guru Trades in Q1 2017

Joel Greenblatt 10,239 sh (+34.42%)
Paul Tudor Jones 1,288 sh (+27.40%)
Warren Buffett 107,575 sh (unchged)
Tom Gayner 5,200 sh (unchged)
Mason Hawkins 766,824 sh (-0.20%)
Mario Gabelli 12,988 sh (-1.73%)
Murray Stahl 2,567 sh (-1.76%)
John Rogers 23,207 sh (-4.38%)
Jim Simons 47,200 sh (-15.56%)
Ruane Cunniff 2,000 sh (-38.04%)
» More
» Details

Insider Trades

LVLT

Level 3 Communications Inc

» Details

Guru Trades

Q2 2016

LVLT Guru Trades in Q2 2016

Manning & Napier Advisors, Inc 194,710 sh (New)
Lee Ainslie 937,290 sh (New)
Paul Tudor Jones 19,759 sh (+28.02%)
Dodge & Cox 4,778 sh (unchged)
Jim Simons Sold Out
Steven Cohen Sold Out
Mason Hawkins 28,393,466 sh (-5.38%)
Ray Dalio 36,400 sh (-30.61%)
Joel Greenblatt 165,392 sh (-62.99%)
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Q3 2016

LVLT Guru Trades in Q3 2016

George Soros 78,000 sh (New)
Lee Ainslie 5,590,526 sh (+496.46%)
Manning & Napier Advisors, Inc 1,071,590 sh (+450.35%)
Ray Dalio 88,800 sh (+143.96%)
Joel Greenblatt 327,708 sh (+98.14%)
Paul Tudor Jones 20,588 sh (+4.20%)
Dodge & Cox 4,778 sh (unchged)
Mason Hawkins 28,184,131 sh (-0.74%)
» More
Q4 2016

LVLT Guru Trades in Q4 2016

Leucadia National 156,305 sh (New)
Jim Simons 123,573 sh (New)
Mario Gabelli 79,500 sh (New)
Jeremy Grantham 1,771,981 sh (New)
Paul Tudor Jones 322,824 sh (+1468.02%)
George Soros 93,950 sh (+20.45%)
Dodge & Cox 4,778 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Lee Ainslie Sold Out
Ray Dalio Sold Out
Mason Hawkins 27,955,852 sh (-0.81%)
Joel Greenblatt 19,528 sh (-94.04%)
» More
Q1 2017

LVLT Guru Trades in Q1 2017

Barrow, Hanley, Mewhinney & Strauss 37 sh (New)
Joel Greenblatt 280,145 sh (+1334.58%)
Jim Simons 442,523 sh (+258.11%)
George Soros 181,250 sh (+92.92%)
Paul Tudor Jones 391,395 sh (+21.24%)
Mario Gabelli 79,850 sh (+0.44%)
Dodge & Cox 4,778 sh (unchged)
Mason Hawkins 27,779,930 sh (-0.63%)
Jeremy Grantham 1,203,157 sh (-32.10%)
Leucadia National 66,305 sh (-57.58%)
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» Details

Insider Trades

USG

USG Corp

» Details

Guru Trades

Q2 2016

USG Guru Trades in Q2 2016

Jim Simons 116,100 sh (+90.64%)
Paul Tudor Jones 11,670 sh (+19.85%)
Prem Watsa 32,800 sh (unchged)
Warren Buffett 39,002,016 sh (unchged)
Steven Cohen Sold Out
Joel Greenblatt 505,587 sh (-45.14%)
» More
Q3 2016

USG Guru Trades in Q3 2016

Jim Simons 526,700 sh (+353.66%)
Joel Greenblatt 618,016 sh (+22.24%)
Warren Buffett 39,002,016 sh (unchged)
Prem Watsa 32,800 sh (unchged)
Paul Tudor Jones Sold Out
» More
Q4 2016

USG Guru Trades in Q4 2016

David Dreman 14,709 sh (New)
Prem Watsa 351,222 sh (+970.80%)
Warren Buffett 39,002,016 sh (unchged)
Joel Greenblatt 398,677 sh (-35.49%)
Jim Simons 307,800 sh (-41.56%)
» More
Q1 2017

USG Guru Trades in Q1 2017

Pioneer Investments 182,168 sh (New)
Prem Watsa 1,530,522 sh (+335.77%)
Joel Greenblatt 907,428 sh (+127.61%)
Warren Buffett 39,002,016 sh (unchged)
David Dreman 14,709 sh (unchged)
Jim Simons 131,800 sh (-57.18%)
» More
» Details

Insider Trades

Portfolio's Discussions:

  • batbeer2 6 years ago

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

  • Dr. Paul Price 4 years ago

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

  • batbeer2 4 years 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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