13Fs are out for the fourth Quarter of 2016 and we have a LOT more coverage coming but for now below will suffice – stay tuned for the rest – data comes from Edgar, S&P Capital IQ and Dataroma – also see when we highlight the letters to investors along some of these famous funds. Note for now we are focusing on purchases or additions not sells or reductions in stakes. Additionally, for funds with a lot of holdings we just ignored them for now to make the data concise and easy to read. Finally, we recommend you read our article on 13Fs versus letters (it focuses on hedge funds but applies to investment vehicles below, as well, which are not all hedge funds)

Also for a full list see YE and Q4 letters here

Dan Loeb

Dan Loeb Loads Up On Financials Post-Election

Bought: JPM BAC TWX ZAYO PVTB HON ANTM HDS GS RICE SWN AVGO HUM STZ MHK SHW DVMT

David Abrams
Bought: TWX WLTW QCP UHAL SYT WFC OZM

Allan Mecham

Arlington Value Capital 2015 Annual Letter

Bought: AN ST MCO CPRT AWI VMI

Warren Buffett – lots of airlines and one of the largest owners of Apple right now

Bought: LUV MON SIRI AAPL DAL UAL AAL BK

David Tepper likes healthcare companies it seems

Bought: TEVA PFE MYL RF CMA MU URI AAL CNC JCP SUM MCK KMT BMY TCK UAL X BSX MT RIO ACI AGN PNC FB QCOM LUV ETP MHK CFG KMI GOOG WPZ

Seth Klarman

2016 Letter: Seth Klarman Is Not Only A Value Investor ..

Bought: MCK CAH SYT GTYHU CDEV ABC LEXIA SCACW AGN FOXA NRF NSAM SYF VSAT TBPH CLNY CACC

Bruce Berkowitz
Bought:SRSC

David Einhorn

Greenlight Masters 2016 Letter:

Bought: SYT MON AA FRED MYL AAPL RAD VOYA PVH

Carl Icahn

HTZ IEP HLF

Bill Ackman

Boosts Pershing Square’s stake in CMG

Pershing Square Capital Management 3Q16 Letter

Nelson Peltz
Bought: PG WEN BK SYY

Jeff Ubben

Bought NTCT CBG TRN FOX ADS MSFT

Eddie Lampert
Bought: HOS WAC

Mohnish Pabrai

Mohnish Pabrai Up 5.3% In 2016

Bought: AER

Lou Simpson

Bought: AAPL TYL HXL CABO ST LBTYK AXTA

George Soros

SOLD Barrick Gold

 Shareholder Activism, Activist Shareholders, 13Fs