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 | $1.39B | Q2 2024 |
| TRIAN FUND MANAGEMENT, L.P. | Edward P. Garden, Nelson Peltz, Peter W. May | JHG, GE, WEN, IVZ, FERG | $4.1B | Q2 2024 |
| BAUPOST GROUP LLC/MA | Seth Klarman | LBTYK, WTW, CRH, FIS, CLVT | $3.63B | Q2 2024 |
| DAVIS SELECTED ADVISERS | Christopher Davis | META, COF, BRKA, AMZN, AMAT | $17.2B | Q2 2024 |
| Capco Asset Management, LLC | William H. Harrell Jr., Christopher J. Harrell | PGR, MAR, MSFT, MKL, CHTR | $423M | Q2 2024 |
| SALZHAUER MICHAEL | Henry Salzhauer, Blair Axel | BAC, SNV, FRST, WFC, SBCF | $124M | Q2 2024 |
| ValueAct Holdings, L.P. | Jeffrey Ubben | CRM, NSIT, DIS, EXPE, SPOT | $3.51B | Q2 2024 |
| SIRIOS CAPITAL MANAGEMENT L P | John F. Brennan | ALC, TSM, GEV, GMED, GE | $574M | Q2 2024 |
| Name | Stocks | Worth | Location | Report Date |
|---|---|---|---|---|
| Mohajer Keyvan | SOUN | $125M | Santa Clara, CA | 9/20/2024 |
| Chris Diorio | PI | $199M | Seattle, WA | 10/12/2024 |
| Deborah Marriott Harrison | MAR | $5.45B | Bethesda, MD | 5/13/2024 |
| William R. Shepard | CME | $106M | Chicago, IL | 9/25/2024 |
| David V. Auld | DHI | $145M | Arlington, TX | 4/20/2024 |
| Scott L. Beiser | HLI | $115M | Los Angeles, CA | 8/16/2024 |
| Richard C. Adkerson | FCX | $262M | 8/26/2024 | |
| George A. Lopez | ICUI | $122M | San Clemente, CA | 3/14/2024 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| Schwab Charles Corp | SCHW, SCHW-PD | Westlake, TX | Security Brokers, Dealers & Flotation Companies |
| Fidelity Wise Origin Bitcoin Fund | FBTC | Boston, MA | Commodity Contracts Brokers & Dealers |
| Charter Communications, Inc. /Mo/ | CHTR | Stamford, CT | Cable & Other Pay Television Services |
| Edison International | EIX | Rosemead, CA | Electric Services |
| Cincinnati Financial Corp | CINF | Fairfield, OH | Fire, Marine & Casualty Insurance |
| Intuitive Surgical Inc | ISRG | Sunnyvale, CA | Orthopedic, Prosthetic & Surgical Appliances & Supplies |
| Walmart Inc. | WMT | Bentonville, AR | Retail-Variety Stores |
| Citizens Financial Group Inc/Ri | CFG, CFG-PE | Providence, RI | State Commercial Banks |
Stock buys and sells among corporate insiders made between Jul 29, 2024 and Oct 29, 2024
Number of insiders: 6438, Insider trading total volume: $61.2B
| 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: 2296, Holdings value: $3.17T, Buys value: $252B, Sells value: $208B
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|