Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
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 | ARGX REXR HLXB | PRVA ARMK NKE | UBER AVTR AMZN | NBBK KWEB GAMB | 2024-05-16 | Soros Fund Management LLC |
John Paulson | 2024-03-31 | TAST ATUS | THM NG MDGL | AU | SSRM | 2024-05-16 | Paulson & Co. |
Steve Mandel | 2024-03-31 | CEG APP MCK | ASML MSFT KKR | DKS IBN TSM | HDB GE BX | 2024-05-16 | Lone Pine Capital |
Warren Buffett | 2024-05-02 | CB OXY LSXMA | SIRI LPX AAPL | 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 | KTOS HHH ALKS | NJR AFL PCG | SOFI AGI VYX | LZB ODC VSH | 2024-05-16 | Gotham Asset Management, LLC |
Private Capital | 2024-05-06 | LKQ NEM IWB | PUTW PERI BAC | NVDA FAS AMJ | AVGO MOS ADP | 2024-05-16 | Private Capital Management |
Glenn Greenberg | 2024-03-31 | SNX MA | AN MPLX DHI | LPX MSFT PRI | KEY ABG RJF | 2024-05-16 | Brave Warrior Advisors, LLC |
Bruce Berkowitz | 2024-05-07 | OZK EPD | BRK.B JOE | 2024-05-16 | Fairholme Capital Management | ||
David Tepper | 2024-03-31 | JD ADBE BA | BABA BIDU UPS | GOOG M INTC | MHK MAS OC | 2024-05-16 | Appaloosa LP |
Ron Baron | 2024-03-31 | RDNT TME EXPO | DLR TXG MBLY | AFYA MPWR TRU | SPY VLTO VTR | 2024-05-16 | Baron Funds |
Mason Hawkins | 2024-03-31 | PCH | HTHT GHC HDB | LYV RTX FI | KNF FBIN DOOR | 2024-05-16 | Southeastern Asset Management |
Kahn Brothers | 2024-03-31 | GBCI AM PIFYF | SEB TPHS MBI | ZDGE IDT NTPIF | CMCSA BB T | 2024-05-15 | Kahn Brothers |
Tiger Management | 2024-03-31 | VOO | CART CPNG | 2024-05-15 | Tiger Management | ||
Charles Brandes | 2024-03-31 | NWN SR HTLD | HMC LANC EMR | TIMB AVDL TSM | AMAT VTV NXT | 2024-05-15 | Brandes Investment |
Mario Gabelli | 2024-03-31 | FBTC TFPM TGAN | NVDA PR LILAK | SHAK AMD JOE | SPLK SSRM TGH | 2024-05-15 | GAMCO Investors |
Leon Cooperman | 2024-03-31 | KBR SE PHX | VGK ASH MANU | VRT EFC | PXD SCHO | 2024-05-15 | Omega Advisors |
Seth Klarman | 2024-03-31 | EXP WCC GDS | GOOG HLF CLVT | LSXMA CRH LSXMK | TSEM SSNC GTX | 2024-05-15 | The Baupost Group |
Arnold Van Den Berg | 2024-03-31 | EG XOM CPG | BN BAC QCOM | VRT MSFT BRK.B | MKL POWL | 2024-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2024-04-10 | SPR | CPRI LBRDK ORLA | CCAP X MU | J DIN ATS | 2024-05-15 | Fairfax Financial Holdings |
Yale University | 2024-03-31 | DOOO COIN | ACI UDMY VCTR | 2024-05-15 | Yale University | ||
Ruane Cunniff | 2024-03-31 | AXP | GPI | UNH ASAI FWONK | 2024-05-15 | Ruane, Cunniff & Goldfarb L.P. | |
John Rogers | 2024-03-31 | APTV VWO CVS | ATGE LFUS LIND | SCHW BCO VIV | EQC DOX GSK | 2024-05-15 | Ariel Investment, LLC |
HOTCHKIS & WILEY | 2024-03-31 | BOKF AIN HAYN | TBI PRKS LESL | HIG PTSI VRTS | CVBF CMTG MMI | 2024-05-15 | Hotchkis & Wiley Capital Management LLC |
Keeley-Teton Advisors, LLC | 2024-03-31 | AAP HLIO SUN | KBH EPR BC | VTEB ENTG ZIMV | BLDR MRVL MGRC | 2024-05-15 | Keeley-Teton Advisors, LLC |
Dodge & Cox | 2024-03-31 | SUI AEP SATS | CX ZBH BMY | HES CSCO CVX | DISH VLTO JXN | 2024-05-14 | Dodge & Cox |
Chris Davis | 2024-03-31 | AMT WCC BABA | HIW DFNL FITB | FWONK CUBE ETN | 2024-05-14 | Davis Selected Advisers | |
Mohnish Pabrai | 2024-03-31 | AMR | CEIX ARCH HCC | 2024-05-14 | Dalal Street, LLC | ||
Chuck Akre | 2024-03-31 | CCCS UBER | CSGP | DBRG MCO MA | 2024-05-14 | Akre Capital Management, LLC | |
Jefferies Group | 2024-03-31 | KOPN ZWS AMBP | XLV NCNO CWB | NRG ORCL JEPI | GEF RNG XYLD | 2024-05-14 | Leucadia National |
Robert Bruce | 2024-03-31 | ADM BG | DAR VICR | KOD UHAL.B XEL | 2024-05-14 | Bruce & Co. | |
Barrow, Hanley, Mewhinney & Strauss | 2024-03-31 | MAA MODG FBRT | PRKS KDP MDU | MRK GD LVS | RLJ TMHC GIII | 2024-05-13 | Barrow, Hanley, Mewhinney & Strauss |
Wallace Weitz | 2024-03-31 | VRSN | AON DEO TMO | VMC JPM MSFT | LILAK MKL | 2024-05-13 | Weitz Investment Management Inc |
Third Avenue Management | 2024-03-31 | LAZ | COLL ELME WY | HA CMA HCC | FIX SPHR | 2024-05-13 | Third Avenue Management |
Donald Smith & Co | 2024-03-31 | CRBG | NAVI TPC GSL | AIG GM KEP | CPLP CLS TGH | 2024-05-13 | Donald Smith & Co. |
Ken Fisher | 2024-03-31 | AMP DUHP VOOG | DBX BSV RPAY | LECO CBSH SBCF | FMN AGNC CALF | 2024-05-09 | Fisher Asset Management, LLC |
First Eagle Investment | 2024-03-31 | FRGE THR ETD | CVCO NGVC ICAD | ICHR CRNT GNRC | FMC SPY DIOD | 2024-05-09 | First Eagle Investment Management, LLC |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks