13F Summary: Buffett, Loeb, Einhorn, Ackman, Mandel, Price, Abrams, Kahn, More

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13F Summary: Buffett, Loeb, Einhorn, Ackman, Mandel, Price, Abrams, Kahn, More
13F

Below is a very rough 13F round-up for Q3 (see 13F summary for Q2 here) – we will have a better round up on Monday and much more details in the coming week and weeks, so stay tuned.

Note: bought refers to new stakes and adding to existing positions – ditto with sold.

Warren Buffett – Berkshire Hathaway

Hedge fund managers present their best ideas at Robinhood [In-Depth]

investThe latest Robinhood Investors Conference is in the books, and some hedge funds made an appearance at the conference. In a panel on hedge funds moderated by Maverick Capital's Lee Ainslie, Ricky Sandler of Eminence Capital, Gaurav Kapadia of XN and Glen Kacher of Light Street discussed their own hedge funds and various aspects of Read More


Bought: LMCK ESRX, DTV CHTR GM WMT V SU PCP MA IBM LBTYA VIA.B

Sold: DE COP

Dan Loeb – Third Point

Bought: BABA EBAY BBBY SHPG PH ENR SUNE CCK TAP FLT AMGN EQT ACT ST CCE BUD AAL APC HRB BIOF

Sold: WMB LNG ALLY AIG TMUS RAX

David Einhorn – Greenlight Capital

Bought: CFG CNX ONNN ACM NSAM NOK SYF IPG FCB KMT CLNY IACI NOV BP TIME CHMT AGNC CONN BIOF

Sold: MU MRVL CI CSC TPX NRF

David Tepper – Appaloosa Management

Bought: NXPI LO BABA SHPG WHR GM PCLN DAL CBS CBI TEX KBR

Bill Ackman – Pershing Square

Bought: ZTS CP

Stephen Mandel – Lone Pine Capital

Bought: FB CHTR MHK ABBV HUM ADSK TWX LNG KORS TIF MA WSM TRIP TDG WYNN DG VRX CMCSA FLT EQIX SAVE PCLN ANET

Seth Klarman – Baupost Group

Bought: OCN AR VRTV LNG KERX EBAY PBF KIN NCQ

Sold: IDIX  BYD, THRX, ELOS

Carl Icahn – IEP

Bought: HTZ SSE EBAY GCI IEP

Sold: NFLX

Michael Price – MFP Investors

Bought: EMC FMC ADES MHK ISTR BEL EBSB NAME APAGF CMCO  TWC DD IGT GLF FRNK NPK SD TBBK EXPR IBP SIFI GTY

David Abrams – Abrams Capital Management

Bought: COV RYAM INXN MSFT CST ENT AIG WU

Sold: NAVI RYN GTIV

Francis Chou – Chou Associates

Bought: SHOS

Sold: LE

Irving Kahn – Kahn Brothers

Bought: GSK, IBM NVS CMCSA FFIC

Sold: PTEN C PFE,

Bruce Berkowitz – Fairholme Capital

Bought:  CHK NYCB BP SHLD

Sold:  AIG LE LUK FNMAS FMCKJ FNMFN

Larry Robbins – Glenview Capital

Bought:  ACT DHR RLGY PNR MON LBTYA  AIG MCK HCA

Sold: WAG AON SEAS

Sources, SEC filings (H/T Dataroma)

 

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