The latest updates to the top 5 holdings of superinvestors:
| Company | Manager | Top holdings | Value | Quarter |
|---|---|---|---|---|
| FAIRHOLME CAPITAL MANAGEMENT LLC | Bruce Berkowitz | JOE, EPD, OZK, BRKB, WRB | $1.46B | Q3 2024 |
| HARVEST MANAGEMENT LLC | Marjorie Gochberg Kellner, Nathaniel Bohrer | SQSP, HCP, JNPR, SPR, HES | $179M | Q3 2024 |
| WestBridge Capital Management, LLC | Sandeep Singhal, Sumir Chadha, Muralidhar Shenoy | FRSH | $154M | Q3 2024 |
| Cormorant Asset Management, LP | Bihua Chen | MLTX, PCVX, ACLX, LBPH, EWTX | $1.89B | Q3 2024 |
| WEDGEWOOD PARTNERS INC | David Rolfe | META, GOOGL, TSM, PYPL, V | $533M | Q3 2024 |
| Wakefield Asset Management LLLP | Geoffrey Todd Gervasini | EFV, EFG, IEMG, PSQ, RSP | $307M | Q3 2024 |
| Oakcliff Capital Partners, LP | Bryan Lawrence | IBKR, TDG, GIL, GWRE, GOOG | $199M | Q3 2024 |
| Capco Asset Management, LLC | William H. Harrell Jr., Christopher J. Harrell | PGR, MAR, MSFT, MKL, CHTR | $433M | Q3 2024 |
| Name | Stocks | Worth | Location | Report Date |
|---|---|---|---|---|
| Diwakar Jain | BTAI | $187M | Guilford, CT | 4/3/2023 |
| Killian Brackey | SZL.AX | $355M | Minneapolis, MN | 5/1/2022 |
| Jonathan Walker | APPF | $120M | Goleta, CA | 11/10/2022 |
| Andy Fang | DASH | $763M | San Francisco, CA | 12/12/2024 |
| John David Risher | LYFT | $220M | San Francisco, CA | 11/12/2024 |
| Peter A. Leidel | METC | $153M | Houston, TX | 12/10/2024 |
| William S. Demchak | PNC | $203M | Pittsburgh, PA | 12/13/2024 |
| Leslie H. Wexner | BBWI | $365M | New Albany, OH | 7/19/2021 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| Air Products & Chemicals, Inc. | APD | Allentown, PA | Industrial Inorganic Chemicals |
| Everest Group, Ltd. | EG | Hamilton, Bermuda | Fire, Marine & Casualty Insurance |
| Pepsico Inc | PEP | Purchase, NY | Beverages |
| Republic Services, Inc. | RSG | Phoenix, AZ | Refuse Systems |
| International Flavors & Fragrances Inc | IFF | New York, NY | Industrial Organic Chemicals |
| American Electric Power Co Inc | AEP | Columbus, OH | Electric Services |
| EXPAND ENERGY Corp | EXE, EXEEL | Oklahoma City, OK | Crude Petroleum & Natural Gas |
| Horton D R Inc /De/ | DHI | Arlington, TX | Operative Builders |
Stock buys and sells among corporate insiders made between Sep 23, 2024 and Dec 23, 2024
Number of insiders: 7220, Insider trading total volume: $79.7B
| 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 Jul 1, 2024 and Sep 30, 2024
Number of managers: 7273, Holdings value: $52.6T, Buys value: $3.81T, Sells value: $3.3T
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|