Q3 2024 seasonComplete

97 filed · 1 no filing

Filings97 of 98 filed


PolenDan Davidowitz	Feb 10	$38.7B	1181 amend.	17	9
ValueActMason Morfit	Nov 15	$8.3B	111 amend.	6	5
Abrams BisonGavin Abrams	Nov 14	$1.2B	10	0	0
AltimeterBrad Gerstner	Nov 14	$6.8B	23	8	5
AppaloosaDavid Tepper	Nov 14	$6.7B	38	4	3
AtlanticAlex Roepers	Nov 14	$205M	7	0	5
AtreidesGavin Baker	Nov 14	$3.0B	35	6	11
BaronRon Baron	Nov 14	$37.7B	328	18	19
BerkshireGreg Abel	Nov 14	$266.4B	40	2	3
CASClifford Sosin	Nov 14	$1.5B	5	0	0
CenturyArnold Van Den Berg	Nov 14	$346M	107	4	5
CoatuePhilippe Laffont	Nov 14	$26.9B	81	14	7
CoopermanLeon Cooperman	Nov 14	$2.4B	40	1	13
D1Daniel Sundheim	Nov 14	$5.2B	34	11	12
DorseyPat Dorsey	Nov 14	$928M	12	1	0
DuquesneStanley Druckenmiller	Nov 14	$2.9B	72	31	22
DurableHenry Ellenbogen	Nov 14	$13.7B	48	9	10
EngagedGlenn Welling	Nov 14	$617M	9	1	4
FairfaxPrem Watsa	Nov 14	$1.1B	31	2	9
FairholmeBruce Berkowitz	Nov 14	$1.5B	7	0	0


LINELineage, Inc.	7 managers	+3.52 pp	D1+1.59 pp
TELTE Connectivity plc	6 managers	+10.93 pp	FPA+5.85 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	10+8.19 pp	32-46.02 pp	-37.83 pp
MSFTMicrosoft Corp	12+5.13 pp	26-41.97 pp	-36.84 pp
AMZNAmazon.Com Inc	15+12.62 pp	17-22.83 pp	-10.21 pp
METAMeta Platforms, Inc. Class A	7+9.05 pp	23-23.32 pp	-14.27 pp
AAPLApple Inc.	10+7.07 pp	12-21.31 pp	-14.24 pp
TSMTaiwan Semiconductor Manufacturing Company Ltd.	6+2.63 pp	14-16.76 pp	-14.13 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	4+3.51 pp	14-5.89 pp	-2.38 pp
VVISA Inc.	6+15.68 pp	9-9.58 pp	+6.10 pp
CRMSalesforce, Inc.	8+10.13 pp	6-8.39 pp	+1.74 pp
FISVFiserv, Inc.	5+2.44 pp	9-8.06 pp	-5.62 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	59 managers	4.7%	37.6%
MSFTMicrosoft Corp	50 managers	3.5%	27.6%
AMZNAmazon.Com Inc	39 managers	4.3%	21.2%
METAMeta Platforms, Inc. Class A	36 managers	4.6%	19.2%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	31 managers	5.4%	72.1%
AAPLApple Inc.	30 managers	1.8%	74.3%
VVISA Inc.	30 managers	3.4%	14.3%
TSMTaiwan Semiconductor Manufacturing Company Ltd.	26 managers	0.8%	8.3%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	24 managers	1.6%	9.4%
MAMastercard Incorporated	22 managers	0.8%	16.3%


LINELineage, Inc.	7 managers	1.6%
TELTE Connectivity plc	6 managers	5.8%
FERGFerguson Enterprises Inc.	4 managers	3.1%
OSOneStream, Inc. Class A	4 managers	1.0%
SWSmurfit Westrock plc	4 managers	9.6%
AMTMAmentum Holdings, Inc.	3 managers	1.3%
BROSDutch Bros Inc.	3 managers	0.2%
unresolvedSeaport Entmt Group Inc	3 managers	0.1%
SEGSeaport Entertainment Group Inc.	3 managers	0.4%
TLNTalen Energy Corporation	3 managers	2.3%