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

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

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)

 

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