Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
Bill Nygren | 2024-03-31 | KVUE DAL DE | STT FI GM | ORCL COF KKR | AMZN HCA PHIN | 2024-05-29 | Oakmark Fund |
Chuck Akre | 2024-03-31 | SOPH CCCS UBER | CSGP | DBRG KMX BAM | 2024-05-25 | Akre Capital Management, LLC | |
Robert Karr | 2024-05-17 | SHLS | 2024-05-17 | Joho Capital | |||
Carl Icahn | 2024-04-22 | UAN JBLU | IFF | FE NWL | 2024-05-16 | Icahn Capital Management LP | |
George Soros | 2024-03-31 | ALTM APLS ALAB | EOLS AEL DHI | BGC DXCM NTRA | IMVT HCP INSM | 2024-05-16 | Soros Fund Management LLC |
John Paulson | 2024-03-31 | ATUS TAST | MDGL NG THM | AU | SSRM | 2024-05-16 | Paulson & Co. |
Steve Mandel | 2024-03-31 | SPOT CEG VST | KKR ASML SQ | META AMZN BKNG | BX GE UNH | 2024-05-16 | Lone Pine Capital |
Warren Buffett | 2024-05-02 | CB OXY LSXMA | CVX LPX SIRI | 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 | ACT EQR UTZ | WTRG MTCH WEC | VC BOKF HE | CXM ETR ACB | 2024-05-16 | Gotham Asset Management, LLC |
Private Capital | 2024-05-06 | MMM NEM IWB | PG CF VUG | VOO HD SMBK | ADP MOS IWV | 2024-05-16 | Private Capital Management |
Glenn Greenberg | 2024-03-31 | MA SNX | LEN OMF DHI | FNF APO FG | KEY RJF ABG | 2024-05-16 | Brave Warrior Advisors, LLC |
Bruce Berkowitz | 2024-05-07 | EPD OZK | JOE BRK.B | 2024-05-16 | Fairholme Capital Management | ||
David Tepper | 2024-03-31 | FXI LYFT KWEB | ORCL PDD CZR | AMZN AMD UBER | GM FMC OC | 2024-05-16 | Appaloosa LP |
Ron Baron | 2024-03-31 | ALAB BXP INTA | SPGI AMT BNTX | REXR ANSS TBLA | QQQ EPAM HUM | 2024-05-16 | Baron Funds |
Mason Hawkins | 2024-03-31 | PCH | CNHI WBD CNX | PVH FI WMG | KNF FBIN DOOR | 2024-05-16 | Southeastern Asset Management |
Kahn Brothers | 2024-03-31 | AAPL CI EGLE | NYCB OGN SEB | JPM VOXX WBS | T BB CMCSA | 2024-05-15 | Kahn Brothers |
Tiger Management | 2024-03-31 | VOO | CART CPNG | 2024-05-15 | Tiger Management | ||
Brandes Investment Partners, LP | 2024-03-31 | HTLD SR NWN | BCS CVS HCSG | AVA NKSH ELAN | VT IXUS EGRX | 2024-05-15 | Brandes Investment |
Mario Gabelli | 2024-03-31 | CHK AGTI PAAS | WBD NATH MGRC | GLW BAX NSSC | SPLK SSRM ACLS | 2024-05-15 | GAMCO Investors |
Leon Cooperman | 2024-03-31 | SE PHX KBR | FIHL VGIT VGK | VRT EFC | PXD SCHO | 2024-05-15 | Omega Advisors |
Seth Klarman | 2024-03-31 | SOUN WCC FTRE | GOOG CLVT HLF | LSXMK CRH LSXMA | SSNC TSEM GTN | 2024-05-15 | The Baupost Group |
Arnold Van Den Berg | 2024-03-31 | XOM CPG EG | SBOW SWK SLB | VEA WRK ERO | POWL MKL | 2024-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2024-04-10 | SPR | ORLA CPRI LBRDK | FHN VOO MU | META UA SLCA | 2024-05-15 | Fairfax Financial Holdings |
Yale University | 2024-03-31 | DOOO COIN | UDMY ACI VCTR | 2024-05-15 | Yale University | ||
Ruane Cunniff | 2024-03-31 | AXP | GPI | EQH ICE LAD | 2024-05-15 | Ruane, Cunniff & Goldfarb L.P. | |
John Rogers | 2024-03-31 | TDC CVS MGPI | MTN FICO AMG | LH SRCL JLL | ACWX FTRE GSK | 2024-05-15 | Ariel Investment, LLC |
HOTCHKIS & WILEY | 2024-03-31 | WHD BLBD DXC | HFWA TKR DCOM | JHG TPH HII | MSBI ACCO MTH | 2024-05-15 | Hotchkis & Wiley Capital Management LLC |
Keeley-Teton Advisors, LLC | 2024-03-31 | LOCO MLAB GWW | DGICA EMBC ABM | BWXT SANM CTRE | TGH NTB DOOR | 2024-05-15 | Keeley-Teton Advisors, LLC |
Dodge & Cox | 2024-03-31 | SUI FLUT KSPI | IFF YUMC NTR | HPE TGT VMC | JXN VLTO DISH | 2024-05-14 | Dodge & Cox |
Chris Davis | 2024-03-31 | HUM CPT BABA | OC MTB MSFT | FWONK LTRPA IVE | 2024-05-14 | Davis Selected Advisers | |
Mohnish Pabrai | 2024-03-31 | AMR | HCC ARCH CEIX | 2024-05-14 | Dalal Street, LLC | ||
Jefferies Group | 2024-03-31 | PDD MOH CDRE | XOP NOVA ETN | ARKK ITRI DHR | ADI DISH ADVM | 2024-05-14 | Leucadia National |
Robert Bruce | 2024-03-31 | BG ADM | DAR VICR | KOD XEL UHAL.B | 2024-05-14 | Bruce & Co. | |
Barrow, Hanley, Mewhinney & Strauss | 2024-03-31 | ALEX WAFD CIM | APD APTV EXTR | ELV UNH KLXE | SHG BANC TSE | 2024-05-13 | Barrow, Hanley, Mewhinney & Strauss |
Wallace Weitz | 2024-03-31 | VRSN | CHTR TMO DEO | CRM META LBRDK | LILAK MKL | 2024-05-13 | Weitz Investment Management Inc |
Third Avenue Management | 2024-03-31 | LAZ | PLD LXU FPH | STC ICFI IVT | FIX SPHR | 2024-05-13 | Third Avenue Management |
Donald Smith & Co | 2024-03-31 | CRBG | BZH ALGT CLCO | UNM X GAU | TGH CLS CPLP | 2024-05-13 | Donald Smith & Co. |
Ken Fisher | 2024-03-31 | VLD SPMB SCHZ | CL JPM MMYT | XLG ITUB BAP | J AOA RWL | 2024-05-09 | Fisher Asset Management, LLC |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks