Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
---|---|---|---|---|---|---|---|
Guru Name | Date * | New Buy | Add | Reduce | Sold Out | Last Update | Firm |
Brandes Investment Partners, LP | 2024-06-06 | PKE DRQ | 2024-06-07 | Brandes Investment | |||
Bill Nygren | 2024-03-31 | DE DAL KVUE | AIG MGA BK | KKR GPN AXP | HLT AMZN META | 2024-05-29 | Oakmark Fund |
Chuck Akre | 2024-03-31 | SOPH CCCS UBER | CSGP | BRK.B ORLY DLTR | 2024-05-25 | Akre Capital Management, LLC | |
Robert Karr | 2024-05-17 | SHLS | 2024-05-17 | Joho Capital | |||
Carl Icahn | 2024-04-22 | JBLU UAN | IFF | FE NWL | 2024-05-16 | Icahn Capital Management LP | |
George Soros | 2024-03-31 | GS PACB ALB | TEAM BKNG DAR | J MRK BP | JBLU SAVE ROKU | 2024-05-16 | Soros Fund Management LLC |
John Paulson | 2024-03-31 | ATUS TAST | NG MDGL THM | AU | SSRM | 2024-05-16 | Paulson & Co. |
Steve Mandel | 2024-03-31 | APP MCK SPOT | MSFT INTU ASML | IBN DKS MA | HDB UNH GE | 2024-05-16 | Lone Pine Capital |
Warren Buffett | 2024-05-02 | LSXMA LSXMK CB | SIRI PARA AAPL | HPQ | 2024-05-16 | Berkshire Hathaway Inc | |
Bill Gates | 2024-03-31 | MSFT BRK.B | 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 | DGRO VWOB VTHR | HWM HAL TT | WOLF CABO DCI | BILL XPRO USM | 2024-05-16 | Gotham Asset Management, LLC |
Private Capital | 2024-05-06 | NTR MRK MDY | XLE PSX IMAX | BUSE SCHF JPM | BSTT MKC CRAI | 2024-05-16 | Private Capital Management |
Glenn Greenberg | 2024-03-31 | SNX MA | DFS AN LEN | ELV JPM LAD | ABG RJF KEY | 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 | ADBE KWEB BA | PDD ORCL BABA | NVDA GOOG M | WHR HCA FMC | 2024-05-16 | Appaloosa LP |
Ron Baron | 2024-03-31 | HLNE MASI PK | NCNO META JKHY | FICO SHOP SNOW | MRNA QLYS GPCR | 2024-05-16 | Baron Funds |
Mason Hawkins | 2024-03-31 | PCH | FDX HTHT PYPL | SN BIO AMG | DOOR KNF FBIN | 2024-05-16 | Southeastern Asset Management |
Kahn Brothers | 2024-03-31 | MSFT GTX AR | MBI BAYRY NYCB | HOLX XOM C | BB CMCSA T | 2024-05-15 | Kahn Brothers |
Tiger Management | 2024-03-31 | VOO | CPNG CART | 2024-05-15 | Tiger Management | ||
Mario Gabelli | 2024-03-31 | MU VZIO CNSL | MSGS ITGR ROK | ABBV PYPL LHX | BIRD ZBRA VRM | 2024-05-15 | GAMCO Investors |
Leon Cooperman | 2024-03-31 | KBR SE PHX | ADT DTM GCI | EFC VRT | SCHO PXD | 2024-05-15 | Omega Advisors |
Seth Klarman | 2024-03-31 | SOUN EXP GDS | CLVT HLF GOOG | WBD TBPH VSAT | GTN LLYVA LLYVK | 2024-05-15 | The Baupost Group |
Arnold Van Den Berg | 2024-03-31 | CPNG PXE CME | AR AZZ REI | TMO VNT DIS | POWL MKL | 2024-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2024-04-10 | SPR | LBRDK ORLA CPRI | TFII CCAP VOO | ICD DENN EPAM | 2024-05-15 | Fairfax Financial Holdings |
Yale University | 2024-03-31 | COIN DOOO | ALUR VCTR ACI | 2024-05-15 | Yale University | ||
Ruane Cunniff | 2024-03-31 | AXP | GPI | ELV CACC SCHW | 2024-05-15 | Ruane, Cunniff & Goldfarb L.P. | |
John Rogers | 2024-03-31 | COF APTV VWO | ST DNB ADT | MTB GNRC VOD | DOX GSK FTRE | 2024-05-15 | Ariel Investment, LLC |
HOTCHKIS & WILEY | 2024-03-31 | CXT SBOW HAIN | DBI NUS SOI | KNTK BFH ZION | SNBR RMAX DOUG | 2024-05-15 | Hotchkis & Wiley Capital Management LLC |
Keeley-Teton Advisors, LLC | 2024-03-31 | FTAI FHI REPX | ZD KLG LMT | LH CHRD RMBI | HR PLCE COCHW | 2024-05-15 | Keeley-Teton Advisors, LLC |
Dodge & Cox | 2024-03-31 | FLUT AEP KSPI | TEL D GLPI | GSK CARR TFC | JXN DISH VLTO | 2024-05-14 | Dodge & Cox |
Chris Davis | 2024-03-31 | REXR BEKE MGM | JD FRT AMZN | LTRPA CUBE ETN | 2024-05-14 | Davis Selected Advisers | |
Mohnish Pabrai | 2024-03-31 | AMR | HCC CEIX ARCH | 2024-05-14 | Dalal Street, LLC | ||
Jefferies Group | 2024-03-31 | BHE RGLD FMC | NYT CMA EXPD | LMT GD WRB | FIVN TPX IR | 2024-05-14 | Leucadia National |
Robert Bruce | 2024-03-31 | ADM BG | VICR DAR | UHAL.B XEL KOD | 2024-05-14 | Bruce & Co. | |
Barrow, Hanley, Mewhinney & Strauss | 2024-03-31 | LADR UHT SATS | WMB CUBE LILA | MTB ROCK REZI | JXN CVGW BDC | 2024-05-13 | Barrow, Hanley, Mewhinney & Strauss |
Wallace Weitz | 2024-03-31 | VRSN | DHR GPN CMCSA | LH IT LIN | MKL LILAK | 2024-05-13 | Weitz Investment Management Inc |
Third Avenue Management | 2024-03-31 | LAZ | SUI PRA FR | DB TPHS HA | FIX SPHR | 2024-05-13 | Third Avenue Management |
Donald Smith & Co | 2024-03-31 | CRBG | RLJ EQX ASTL | HA INSW ARNGF | CPLP CLS TGH | 2024-05-13 | Donald Smith & Co. |
Ken Fisher | 2024-03-31 | AREC NMR USA | SONY FFIV TRV | GO PIPR UE | ITB NOBL XT | 2024-05-09 | Fisher Asset Management, LLC |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks