13F roundup below and remember to read these two links before checking out the post – via Cantor Fitzgerald

Q3 2016 Hedge Fund Letters

Hedge fund Letters Vs 13F Filings

APPALOOSA MANAGEMENT

Shareholder Activism, Activist Shareholders, 13Fs

New stakes in FB, AAPL, YHOO, TPX, BAC, CFG, QCOM, PNC, VMW, DAL
Boosts KMI, GT, GLBL, HCA, ETP, HDS
Cuts LUV, NXPI, GOOG, SYF, GM, WHR, MHK, HAIN, WMIH, ALL
No longer shows FOXA, CYH, TGI, IR, FOX, PPG, QHC

BAUPOST GROUP

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New stakes in SYF, NSAM, ODP, CPAA
Boosts PBF, FOXA
Cuts OLN, INVA, VMW, OREX, PYPL, KIN, LNG
No longer shows C, CAR, OZM

BLUEMOUNTAIN

New stakes in KLAC, SHPG, NXST, SAEX, XPO, TWNK, MRO
Boosts SYMC, CI, LRCX, MYGN, TV, KSS, ALSN, WST, URI
Cuts MBLY, ARMK, AVGO, APD, BBY, TPX, AGN, IAC
No longer shows MDVN, WLTW, VRNT, FNG, JWN, CCE, BIOS

BERKSHIRE HATHAWAY

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New stakes in AAL, QSR, DAL, UAL
Boosts CHTR, PSX, LBTYA, V, WBC, BK
Cuts WMT, KMI, DE
No longer shows SU, QSR, MEG

Dr. David Kass an expert on Berkshire Hathaway and a professor at University of Maryland's Robert H. Smith School of Business notes:

Since Warren Buffett in the past has promised to never again invest in airlines after an unpleasant earlier experience investing in USAir Preferred stock, it is likely that the current airline investments were made by one or both of Mr. Buffett’s portfolio managers, Todd Combs and/or Ted Weschler.  Also, the relatively  small size (less than $1 billion) of each of these investments would indicate that Mr. Buffett’s deputies had made them.

BRIDGEWATER ASSOCIATES

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New stakes in SWN, ENDP, IBM, RCI, CAG, TU, UPS, LB, JCP
Boosts AAPL, INTC, MSFT, CSCO, CPB, AMAT
Cuts GG, ABC, ADS, AEM, SPLS, LYB, BIIB, FDX, JNJ, TOL
No longer shows ABX, MET, MRK, PH, CVS, PEP, LNC, NTAP, RCL, PVH

CORVEX MANAGEMENT

New stakes in JCI, CCE, JPM, HAIN, TMUS, BAC, CSOD, BIIB
Boosts ZAYO, PAH, MPC, COMM, TMH, SIG
Cuts WMB, BEAV, BLL
No longer shows VER, GOOGL, KSU

ELLIOTT MANAGEMENT

New stakes in MPC, ECA, GEO, CXW, RAD, GPI, ABG
Boosts AA, SYMC, MENT, IMPV, LOCK, BBL, MITL, HLF, IPG
Cuts FTNT, NE, FBIO, CAB
No longer shows CNP, SBS, PAY, NBHC, QLYS, CYBR, SPSC, RNG, QEP, EGN

EMINENCE CAPITAL

New stakes in DNKN, CBG, EXPE, CTRP, FTNT, COMM, MENT
Boosts ADSK, HUM, CF, WEN, YHOO, ARRS, MS, ANTM, ZNGA, GPI
Cuts BIDU, TTWO, CAA, FCE/A, SPGI, BERY, CCE, ICE, PTC, KAR
No longer shows FOSL, DLTR, TRIP, LGF, AMBA, SJM

ETON PARK CAPITAL

New stakes in FANG, TWTR, GOOG, KMI, CAB, IMPV
Boosts MSFT, CLR, MHK, AMZN
Cuts SYT, WB, SBAC, AFI, SINA, ADBE
No longer shows CRTO, ODP, ECR

GLENVIEW CAPITAL MANAGEMENT

New stakes in UHS, TWX, ENDP, PAH, AAPL, HPE, CCE, BEAV, TLRD, WLTW
Boosts CBS, ANTM, Q, HUM, WMB, HCA, FDC, CSC, ESRX
Cuts ABBV, LH, HTZ, TEVA, CHTR, FLEX, MAN, VER, FMC, CI
No longer shows WOOF, FIS, SBAC, TMUS, SYT

GREENLIGHT CAPITAL

New stakes in X, GEO
Boosts AER, CPN, UHAL, MYL, VOYA, RAD
Cuts KORS, AAPL, TTWO, TWX, ACM, TPH, AGR, DSW, QHC
No longer shows FOXA, HUM, PRGO, ABC, HTZ, CYH, LAMR, VOD

Activist Stocks notes

David Einhorn and his Greenlight Capital shook up its portfolio last quarter per his 13F. The most notable move was the selloff of his top holding, Apple. Einhorn dumped nearly a quarter of his AAPL position - although still Greenlight's top holding.

Einhorn also reduced his stake in CONSOL Energy and Time Warner - both sizable reductions. Its major new stake is US Steel - although not in the top 10.

Notable complete reductions for Greenlight include Hertz Global. Good timing there as HTZ shares have tanked. Einhorn also reduced its stake in Yahoo.

Here's the top 10 for Einhorn's portfolio:

From Dataroma

From Dataroma

HAYMAN CAPITAL MANAGEMENT

Cuts NMIH

HIGHFIELDS CAPITAL MANAGEMENT

New stakes in RAD, HSY, LBTYA, COST, SYT, HRI, PDCE, TRU, AA
Boosts HLT, BEN, MAR, APC, SU, CF, MIK
Cuts TEVA, WBA, WMB, MSFT, HTZ, PFE, CBS, TRIP, TSLA
No longer shows PEP, BP, RDS/B, GG, GS, SWN, VRX, CC

ICAHN ASSOCIATES

Boosts LF, HTZ, IEP
Cuts AGN, NUAN, CVRR
No longer shows CHK, RIG

ICONIQ CAPITAL

New stakes in ADSK, RH
Boosts JD
Cuts FB
No longer shows TSLA

JANA PARTNERS

New stakes in UHS, PCLN, MDLZ, VIAB, TWTR, SEM, VVV, KATE
Boosts HDS, JCI, WLTW, CSC, HPE, MPC, HRS
Cuts GOOG, LBRDK, CCE, CAG, USFD, CSRA, GPK
No longer shows WBA, MSFT, EXPE, PF, AN, ADS, SYF, BERY, ASH, RACE

LONE PINE CAPITAL

New stakes in EBAY, EXPE, BABA, TV, AVGO, HLT, ICE, KMI, WMB, ALGN
Boosts EA, ATVI, CHTR, VMC, COMM, DLTR, MNST
Cuts PCLN, FB, V, LULU, YUM, EQIX, STZ, SHPG, ULTA, MHK
No longer shows NOC, BUD, MA, PYPL, SHW, PXD, ANET, GOOGL, AXP

LONG POND CAPITAL

New stakes in WFC, GGP, SHW, CAA, CZR, MPW
Boosts EQR, ESS, LEN, MAR, INXN, MSG, BYD
Cuts TCO, H, FCE/A, MTH, LQ, PGRE, BXMT, HLT
No longer shows CBG, KEY, SFR, BPOP, CFG, BLDR, SRC, PFSI

MARCATO CAPITAL

New stakes in BWLD, IAC, ADS, TEX, AIRM, FC, PNK, RH, HMTV
Boosts CSC, VRTS, ABTL, BLDR, LIND
Cuts BK, SIG, URI, LBRDK, M, CBPX, LBRDA, HZN, GT, BID

MAVERICK CAPITAL

New stakes in DG, QCOM, SUM, SWFT, TMUS
Boosts AAPL, BUD, LVLT, ORLY, UHS
Cuts ADBE, AXP, CMCSA, FB, MYL
No longer shows AGN, ARMK, CL, JACK, TSN

MELVIN CAPITAL

New stakes in GOOGL, YY, EA, BABA, MA, MGM, COST, AVP, MAS, CALM
Boosts FB, LOW, CASY, SHW, ZTS, DE, STZ, ADBE, SUM, PLAY
Cuts DLTR, NFLX, AMZN, PCLN, SBUX, BURL, MHK, MNST, KATE, V
No longer shows WMT, CRM, NWL, SIG, CMG, JACK, USFD, GRUB, PLKI

MOORE CAPITAL

New stakes in GOOGL, MA, PCLN, AVGO, FL, SIVB, GXP, TWX, CPAA
Boosts FB, BABA, STZ, EA, HD, V, CL, APC
Cuts BAC, PPG, WLK, AME, EQIX, M, HUBB, GIS, AMZN
No longer shows in C, JPM, ABX, CMA, WBC, CONE, CAG, JCP, CQH, ICE

OMEGA ADVISORS

New stakes in HES, P, WMB, SSNC, TIME, PE, RICE, TSE, VVV
Boosts SHPG, PVH, BERY, ASPS, NBR, EPD, TCRD, GPOR, MDCA, MVC
Cuts GOOGL, CIM, NRZ, AGN, TRCO, DOW, MSFT, ASH, EA, ETFC
No longer shows UNH, TRGP, C, NFLX, SLW, FCB, TJX, CP, AZO, RLGY

PASSPORT CAPITAL

New stakes in CX, MRVL, PE, SINA, SYMC
Boosts BABA, CXO, JCI, RICE, WDC
Cuts AGN, CF, LBTYA, SRE, TAP
No longer shows CHTR, CSCO, EQT, GE, YHOO

PAULSON & CO

New stakes in HPE, STE, EBAY, HUM, HCA, MAR, CVS
Boosts BIIB, LOXO, FB, FDX, BSX, ETSY, LIVN, BCRX
Cuts MYL, TEVA, GRFS, SHPG, AU, AGN, NG, CIE, AKRX
No longer shows BEAV, Q, CI, RAD, PCLN, PRGO, EGRX, KTWO

PERRY CORP.

Cuts ALLY, AER
No longer shows AIG, BLL, TWX, JNJ

POINT72 ASSET MANAGEMENT

New stakes in GOOGL, CMCSA, GOOG, MCD, AME, HON, FTV, LUV, BCR, WFM
Boosts FB, BG, SRPT, AAPL, YHOO, SHW, LOW, WNR, HAL, V
Cuts AMZN, KAR, TSO, SBH, SIG, LLY, INTC, LNCE, SLB, CMG
No longer shows GLW, KORS, RLGY, CRM, SWN, UTX, VMW, MXIM, BLL, WCC

POINTSTATE CAPITAL

New stakes in BAC, VRX, HUM, MRK, CFG, ATVI, MPC, CXO, CHK, APC
Boosts AVGO, ADBE, ECA, CLVS, UNP, AMZN, COG, PH, GOOGL, APD
Cuts TEVA, CELG, CHTR, STZ, XEC, SWN, BHI, EOG
No longer shows AGN, CPN, EGN, DYN, RRC, AET, FDC, DVN, SGEN, SPB

SANDELL ASSET

New stakes in SVU
Boosts KLAC
No longer shows AKRX

SOROS FUND MANAGEMENT

New stakes in WMB, HPE, INTC, UBNT, FHB, SYMC
Boosts LBRDK, VMW, ABX, AMZN, TIVO, WUBA, AMAT, SUPV, VIAV,
Cuts DISH, ZTS, EBAY, KHC, EXAR, MDLZ, ATVI, AAL, EXA, MJN
No longer shows GLPI, CIT, ESNT, CBPO, JD, W, SYNA, CMCSA, HUM, POWI

STARBOARD VALUE

New stakes in PRGO, HPE, STC, CAB, TRNC, FRGI, IMPV
Boosts MRVL, M, AAP
Cuts WRK, CW, BAX, PNK
No longer shows DRI, DK, NXST, FCPT

TEMASEK

New stakes in ACIU, RDS/B, CTRP
Boosts EROS
Cuts BABA
No longer shows Q

TIGER GLOBAL

New stakes in BABA, GOOG, CMCSA, VIPS, V, AWI, WUBA
Boosts PCLN, AAPL, MA
Cuts CHTR, JD, FLT, ONDK, ETSY, AMZN
No longer shows XRS, SQ

THIRD POINT

New stakes in AAPL, BABA, HUM, V, CAG, WMB, KDMN
Boosts FB, GOOGL, GD, TAP, SPGI, BID, DHR, LBTYA, SHW
Cuts AGN, YUM, MHK, CB, AME, CHTR, BUD, SHPG, UNP
No longer shows LOW, SEE, ATVI, CCE, HRS, WLL, MRO, TSO, DVN

TRIAN FUND

Boosts BK, SYY
Cuts GE

TUDOR INVESTMENT

New stakes in SHW, JCI, FLT, HUM, WEX, RJF
Boosts MRK, BIIB, ADS, PEP, FB, GOOGL, BCR, MA, UNH
Cuts ESRX, LH, POST, FICO, IAC, PX, DPS, MDLZ, KLAC, V
No longer shows PG, ARMK, PNR, NWL, HR, AMAG, NSA, RCL, ADP, LII

VIKING GLOBAL

New stakes in BAC, LYB, UHS, CRM, LOW, AZN, LBTYA, LBTYK, MET, AMSG
Boosts MSFT, CP, STZ, GOOGL, ECA, GOOG, JD, MA, APC, RICE
Cuts AVGO, TEVA, NFLX, LLY, APD, BABA, WBA, WUBA, KITE
No longer shows NWL, AGN, DVA, ICE, CTRP, PXD, MMC, HIG, AET, HCA

Source: Bloomberg, Zero-Hedge