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
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)