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 | STT EOG FI | ORCL KKR GPN | META AMZN HCA | 2024-05-29 | Oakmark Fund |
Chuck Akre | 2024-03-31 | SOPH CCCS UBER | CSGP | DBRG AMT ROP | 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 | GE SRPT ASND | NKE HYG DHI | CBOE BGC AVTR | INSM CWAN IDA | 2024-05-16 | Soros Fund Management LLC |
John Paulson | 2024-03-31 | TAST ATUS | NG MDGL THM | AU | SSRM | 2024-05-16 | Paulson & Co. |
Steve Mandel | 2024-03-31 | SPOT VST CEG | ASML KKR EPAM | AMZN META BBWI | GE BX HDB | 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 | CFLT ENB EFA | DHR TRV JJSF | WCC ASRT ATKR | MHO CPE BMRN | 2024-05-16 | Gotham Asset Management, LLC |
Private Capital | 2024-05-06 | MMM LKQ IWB | WMT PEP PFE | ABBV VIG IVV | IWV MOS ADP | 2024-05-16 | Private Capital Management |
Glenn Greenberg | 2024-03-31 | MA SNX | OMF LEN MPLX | LPX PRI MSFT | KEY ABG RJF | 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 ADBE KWEB | PDD ORCL BIDU | FDX META QCOM | FMC GM MHK | 2024-05-16 | Appaloosa LP |
Ron Baron | 2024-03-31 | BXP ALAB RDNT | KTOS CPNG SILK | GTLB FDS SHLS | ICHR CLVT VGT | 2024-05-16 | Baron Funds |
Mason Hawkins | 2024-03-31 | PCH | CNX WBD CNHI | MAT ESRT WMG | KNF FBIN DOOR | 2024-05-16 | Southeastern Asset Management |
Kahn Brothers | 2024-03-31 | CI AAPL AM | OGN NYCB TPHS | VRAYQ BAC VTRS | T BB CMCSA | 2024-05-15 | Kahn Brothers |
Tiger Management | 2024-03-31 | VOO | CPNG CART | 2024-05-15 | Tiger Management | ||
Mario Gabelli | 2024-03-31 | REGN AMAT GTES | HAIN FANG AP | DVY OGS KDP | CHS THS NYCBpU.PFD | 2024-05-15 | GAMCO Investors |
Leon Cooperman | 2024-03-31 | SE PHX KBR | FIHL LVS MP | EFC VRT | PXD SCHO | 2024-05-15 | Omega Advisors |
Seth Klarman | 2024-03-31 | SOUN EXP GDS | GOOG CLVT HLF | LSXMK LSXMA CRH | TSEM SSNC GTN | 2024-05-15 | The Baupost Group |
Arnold Van Den Berg | 2024-03-31 | CPG XOM EG | ST DVN KW | GDX MOAT META | POWL MKL | 2024-05-15 | Van Den Berg Management I, Inc |
Prem Watsa | 2024-04-10 | SPR | ORLA CPRI LBRDK | VOO FHN X | BIL SLCA UA | 2024-05-15 | Fairfax Financial Holdings |
Yale University | 2024-03-31 | DOOO COIN | ACI UDMY ALUR | 2024-05-15 | Yale University | ||
Ruane Cunniff | 2024-03-31 | AXP | GPI | J LBRDA LAD | 2024-05-15 | Ruane, Cunniff & Goldfarb L.P. | |
John Rogers | 2024-03-31 | TDC MGPI CVS | VT BIO AMG | NTAP NVT PGR | GSK FTRE ACWX | 2024-05-15 | Ariel Investment, LLC |
HOTCHKIS & WILEY | 2024-03-31 | IPGP ACRE ZYXI | SR ENR GLW | RVLV IIIN CENT | LZM TMHC CHRD | 2024-05-15 | Hotchkis & Wiley Capital Management LLC |
Keeley-Teton Advisors, LLC | 2024-03-31 | C SUN PLAY | IJR PRGO FTI | AL EVTC ALV | NTB TGH MRVL | 2024-05-15 | Keeley-Teton Advisors, LLC |
Dodge & Cox | 2024-03-31 | SUI FLUT AEP | AOSL JD LVS | ADI FDX OXY | JXN DISH VLTO | 2024-05-14 | Dodge & Cox |
Chris Davis | 2024-03-31 | CPT HUM BABA | VICI IAC JCI | FWONK LTRPA CUBE | 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 | NOMD JLL SNDR | FUN SMCI VALE | DD PENN ALL | CCEP H NI | 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 | CRC IVR SNY | ENB THS SNN | URBN OFG USB | SUM EXC XRX | 2024-05-13 | Barrow, Hanley, Mewhinney & Strauss |
Wallace Weitz | 2024-03-31 | VRSN | CCRD DEO AON | AMZN LBRDK META | LILAK MKL | 2024-05-13 | Weitz Investment Management Inc |
Third Avenue Management | 2024-03-31 | LAZ | FPH LXU PLD | STC LOW LEN.B | SPHR FIX | 2024-05-13 | Third Avenue Management |
Donald Smith & Co | 2024-03-31 | CRBG | SPNT HHH CLCO | VTOL TMHC CHRD | TGH CPLP CLS | 2024-05-13 | Donald Smith & Co. |
Ken Fisher | 2024-03-31 | SCHI BGY SMCI | PRU CMCO CYTK | MTRN ADBE LNTH | HCA MCHP IHDG | 2024-05-09 | Fisher Asset Management, LLC |
* The Date is the portfolio date for the whole portfolio, or transaction date for real time picks