The latest updates to the top 6 holdings of superinvestors:
| Manager | Company | Top holdings | Value | Quarter |
|---|---|---|---|---|
| Guy Spier | Aquamarine Zurich AG | BRKB, AXP, MA, BAC, RACE, MU | $262M | Q1 2024 |
| Glenn Greenberg | Brave Warrior Advisors, LLC | ELV, FNF, PRI, APO, OMF, DFS | $4.19B | Q4 2023 |
| Josh Tarasoff | GREENLEA LANE CAPITAL MANAGEMENT, LLC | AMZN, BN, BRKA, MSFT, MKL, SHOP | $323M | Q4 2023 |
| David Shaw | D. E. Shaw & Co., Inc. | MSFT, AAPL, NVDA, AMD, AMZN, META | $69.3B | Q4 2023 |
| Chase Coleman | TIGER GLOBAL MANAGEMENT LLC | META, MSFT, APO, TTWO, AMZN, SE | $14.1B | Q4 2023 |
| Clifford Sosin | CAS Investment Partners, LLC | CVNA, HGV, WRLD, COF, CDLX | $827M | Q4 2023 |
| V. Prem Watsa | FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | OXY, MU, BB, KW, ORLA, GOOGL | $1.47B | Q4 2023 |
| Cathie Wood | ARK Investment Management LLC | COIN, TSLA, SQ, ROKU, PATH, CRSP | $14.3B | Q1 2024 |
| Name | Stocks | Worth | Location | Report Date |
|---|---|---|---|---|
| George A. Lopez | ICUI | $122M | San Clemente, California | 3/14/2024 |
| Scott L. Thompson | TPX | $161M | Houston, Texas | 2/16/2024 |
| Ernest S. Rady | AAT | $258M | San Diego, California | 12/6/2023 |
| Matthew V. Crawford | PKOH, CRAWA | $113M | 1/26/2024 | |
| David Warshavsky Roberts | SOVO | $1.24B | Boston, Massachusetts | 8/22/2022 |
| Lip Bu Tan | CDNS, INTC, CRDO | $416M | San Francisco, California | 1/30/2024 |
| C. Martin Wood III | FLO | $184M | New York, New York | 4/9/2024 |
| Richard B. Cohen | SYM | $18.8B | Wilmington, Massachusetts | 2/26/2024 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| Westinghouse Air Brake Technologies Corp | WAB | Pittsburgh, Pennsylvania | Railroad Equipment |
| Pioneer Natural Resources Co | PXD | Irving, Texas | Crude Petroleum & Natural Gas |
| Marathon Petroleum Corp | MPC | Findlay, Ohio | Petroleum Refining |
| Meta Platforms, Inc. | META | Menlo Park, California | Services-Computer Programming, Data Processing, Etc. |
| Humana Inc | HUM | Louisville, Kentucky | Hospital & Medical Service Plans |
| Travelers Companies, Inc. | TRV | Saint Paul, Minnesota | Fire, Marine & Casualty Insurance |
| Trip.com Group Ltd | TCOM, TRPCF | Shanghai, China | Services-Business Services, NEC |
| Southwest Airlines Co | LUV | Dallas, Texas | Air Transportation, Scheduled |
Stock buys and sells among corporate insiders made between Jan 29, 2024 and Apr 29, 2024
Number of insiders: 7578, Insider trading total volume: $75.7B
| Sym | Company | Buy Value $ | Sell Value $ | Net Value $ | Ins. Buying | Ins. Selling | Net | AVG Buy Price $ | AVG Sell Price $ | Latest Buy | Latest Sell |
|---|
Consensus stock buys and sells among all SEC investors for period between Jan 1, 2024 and Mar 31, 2024
Number of managers: 2166, Holdings value: $3.41T, Buys value: $260B, Sells value: $241B
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|