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

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