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 | 2023-12-31 | BLK | HCA GM MGA | COF AMZN WFC | PHM PH CSL | 2024-03-16 | Oakmark Fund |
Warren Buffett | 2024-03-13 | LSXMK OXY LSXMA | AAPL | 2024-03-13 | Berkshire Hathaway Inc | ||
Dodge & Cox | 2024-03-08 | JCI IFF | AEG | 2024-03-09 | Dodge & Cox | ||
Ken Fisher | 2023-12-31 | SPGP RDVY PGX | FHN INTU PG | SHO CENX DXCM | BWFG LNVGY TOELY | 2024-03-06 | Fisher Asset Management, LLC |
Steve Mandel | 2024-02-23 | BBWI DKS | 2024-02-23 | Lone Pine Capital | |||
Tom Gayner | 2023-12-31 | GPK FIX | AON DEO LIN | ICE BK | LLYVA LBRDA LLYVK | 2024-02-23 | Markel Gayner Asset Management Corp |
Prem Watsa | 2024-02-20 | ORLA BB | 2024-02-21 | Fairfax Financial Holdings | |||
John Rogers | 2024-02-16 | LIND MSGS PBH | OSW REZI KMT | 2024-02-16 | Ariel Investment, LLC | ||
John Paulson | 2024-02-16 | MDGL NG THM | 2024-02-16 | Paulson & Co. | |||
David Einhorn | 2024-02-16 | CEIX COYA | 2024-02-16 | Greenlight Capital | |||
Yale University | 2023-12-31 | UDMY ARVN VCTR | ITOT | 2024-02-15 | Yale University | ||
Mason Hawkins | 2024-02-15 | WEST CNX ESRT | 2024-02-15 | Southeastern Asset Management | |||
Richard Pzena | 2024-02-15 | AVT SCSC TBI | JELD NOV GIL | 2024-02-15 | Pzena Investment Management LLC | ||
Glenn Greenberg | 2024-02-15 | OMF | PRI | 2024-02-15 | Brave Warrior Advisors, LLC | ||
Ron Baron | 2024-02-14 | CHH | 2024-02-15 | Baron Funds | |||
George Soros | 2023-12-31 | AVTR EHTH DHI | SNY AER CME | BGC CBOE HYG | FTRE OSK CNM | 2024-02-15 | Soros Fund Management LLC |
Bill Ackman | 2023-12-31 | HHH | HLT LOW CMG | 2024-02-15 | Pershing Square Capital Management, L.P. | ||
Bill Gates | 2023-12-31 | BRK.B MSFT DE | AMT CVX V | 2024-02-15 | Bill & Melinda Gates Foundation Trust | ||
Carl Icahn | 2023-12-31 | AEP | IEP | FE | CCK | 2024-02-15 | Icahn Capital Management LP |
David Tepper | 2023-12-31 | FMC ORCL GM | AMZN BABA AR | QCOM TSM META | ANET EPD JD | 2024-02-15 | Appaloosa LP |
Joel Greenblatt | 2023-12-31 | FOUR LESL APLS | NBIX PDM MDT | SHOO EQH TDG | ORA IHRT NFG | 2024-02-15 | Gotham Asset Management, LLC |
Private Capital | 2024-02-06 | VUG AVGO IXUS | VCIT PEP WMT | SHBI PFE IVV | VRNT MMM IFF | 2024-02-15 | Private Capital Management |
Bruce Berkowitz | 2023-12-31 | EPD BRK.B | WRB JOE OZK | HOMB | 2024-02-15 | Fairholme Capital Management | |
Jefferies Group | 2023-12-31 | PCG BLK KW | ASND UPWK CALX | MRNS COTY KBH | MDC LBRT VEEV | 2024-02-15 | Leucadia National |
HOTCHKIS & WILEY | 2023-12-31 | CAG SPHY WS | VSTO STGW ESGR | GOOGL EBF KELYA | EQH COMM HUM | 2024-02-15 | Hotchkis & Wiley Capital Management LLC |
Leon Cooperman | 2023-12-31 | FLCA | FIHL VOO MP | C DVN PXD | IVW IEI BAC | 2024-02-14 | Omega Advisors |
Tiger Management | 2023-12-31 | CPNG | 2024-02-14 | Tiger Management | |||
Mario Gabelli | 2023-12-31 | CHS NWLI AVGO | ICUI APO WEST | LOPP BELFA IIIV | ABCM SCOR STNE | 2024-02-14 | GAMCO Investors |
Keeley-Teton Advisors, LLC | 2023-12-31 | TV GBCI DNP | INDB OMCL OFIX | SNA HAS PFE | VRNT ELIQW GNL | 2024-02-14 | Keeley-Teton Advisors, LLC |
Arnold Van Den Berg | 2023-12-31 | CMCO SCHD FNDF | PHYS DVN MOAT | XLE TRS ATKR | ESTE VLTO XLK | 2024-02-14 | Van Den Berg Management I, Inc |
Robert Karr | 2023-12-31 | MCD ANSS ADBE | MSFT PWR APH | INTU ADSK RIVN | EL SEDG GOOG | 2024-02-14 | Joho Capital |
Mohnish Pabrai | 2023-12-31 | HCC | ARCH | CEIX AMR | 2024-02-14 | Dalal Street, LLC | |
Third Avenue Management | 2024-01-08 | COLL | SEB LXU KALU | FPH WASH MYRG | LAZ | 2024-02-14 | Third Avenue Management |
Ruane Cunniff | 2023-12-31 | SPGI | LAD J LBRDA | AMZN LLYVA LLYVK | 2024-02-14 | Ruane, Cunniff & Goldfarb L.P. | |
Seth Klarman | 2024-01-09 | JAZZ J CLVT | GOOG SSNC TSEM | EDU STX QRVO | 2024-02-14 | The Baupost Group | |
Kahn Brothers | 2023-12-31 | BAYRY | BAC T TPHS | WBS VTRS NYCB | SDZNY SEIC | 2024-02-13 | Kahn Brothers |
Charles Brandes | 2024-02-13 | DRQ PAHC PKE | GRFS ERJ EGRX | 2024-02-13 | Brandes Investment | ||
Tweedy Browne | 2023-12-31 | SEE FMC UHAL.B | BAC FDX KVUE | PARA INTC SDZNY | 2024-02-13 | Tweedy Browne CO LLC | |
Wallace Weitz | 2023-12-31 | GPN | LBRDK DEO VLTO | ADI AMZN META | 2024-02-13 | Weitz Investment Management Inc | |
Robert Bruce | 2023-12-31 | DAR PSNL VICR | AAPL NEE DUK | 2024-02-13 | Bruce & Co. |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks