Saluki Posted May 14 Share Posted May 14 The quarterly filings are starting to come in and should all be here by tomorrow. https://www.dataroma.com/m/home.php Does anyone see any interesting buys/sells from people? I'll start, it looks like Chuck Akre trimmed some of his American Tower, which he is known for. In an interview I heard him say that a analyst told him that X was the next American Tower and he cut him off and said "son, American Tower is the next American Tower!". He also bought some UBER, along with Tom Russo and Tom Gayner, this quarter. Link to comment Share on other sites More sharing options...
Mdsoup Posted May 14 Share Posted May 14 I’m a huge fan of Akre historically, but he hasn’t had an active role in investment management since the end of 2020 when he retired. Succession has also been an issue for his firm in recent years after he retired, FWIW. Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted May 14 Share Posted May 14 Rochon made a nice add to sbux. Also and add to mkl which I thought was odd because I thought I had read that he was cutting. Link to comment Share on other sites More sharing options...
Saluki Posted May 14 Author Share Posted May 14 Dennis Hong, who runs a concentrated book, sold down some Coupang, which is up 20% the past month. https://www.dataroma.com/m/holdings.php?m=SP He also bought a big new position in FOUR, which appears to be a payments processor, like Square. Link to comment Share on other sites More sharing options...
yesman182 Posted May 14 Share Posted May 14 I thought it was interesting that Thomas Russo sold 12% of Berkshire. https://dataroma.com/m/hist/hist.php?f=GR&s=BRK.A Link to comment Share on other sites More sharing options...
Luca Posted May 15 Share Posted May 15 Dr Burry betting big on china... Link to comment Share on other sites More sharing options...
Xerxes Posted May 15 Share Posted May 15 On 5/14/2024 at 12:11 PM, Saluki said: The quarterly filings are starting to come in and should all be here by tomorrow. https://www.dataroma.com/m/home.php Does anyone see any interesting buys/sells from people? I'll start, it looks like Chuck Akre trimmed some of his American Tower, which he is known for. In an interview I heard him say that a analyst told him that X was the next American Tower and he cut him off and said "son, American Tower is the next American Tower!". He also bought some UBER, along with Tom Russo and Tom Gayner, this quarter. The analyst is the in fact the podcaster Bill Brewster. he said it in one his podcast in a conversation he had with Akre. That is unless, Akre said the exact same answer many times to the exact same question posed by others. Link to comment Share on other sites More sharing options...
Xerxes Posted May 15 Share Posted May 15 23 hours ago, yesman182 said: I thought it was interesting that Thomas Russo sold 12% of Berkshire. https://dataroma.com/m/hist/hist.php?f=GR&s=BRK.A now THAT is news ! Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted May 15 Share Posted May 15 A big add with Charter. I’m sorry, but what am I missing with Charter? Link to comment Share on other sites More sharing options...
gfp Posted May 15 Share Posted May 15 2 hours ago, Luca said: Dr Burry betting big on china... If you are really looking for some confirmation bias just check in on David Tepper Link to comment Share on other sites More sharing options...
blakehampton Posted May 15 Share Posted May 15 Fairfax bought a big chunk of ORLA last quarter Link to comment Share on other sites More sharing options...
gfp Posted May 15 Share Posted May 15 4 minutes ago, blakehampton said: Fairfax bought a big chunk of ORLA last quarter Yes they did, but that's not news since they put out a press release each time they bought shares. https://www.fairfax.ca/press-releases/fairfax-announces-acquisition-of-additional-orla-shares-3/ https://www.fairfax.ca/press-releases/fairfax-announces-acquisition-of-additional-orla-shares-2/ https://www.fairfax.ca/press-releases/fairfax-announces-acquisition-of-additional-orla-shares/ Link to comment Share on other sites More sharing options...
Saluki Posted May 15 Author Share Posted May 15 Looks like Chubb is the mystery company that Buffett has been buying. https://www.dataroma.com/m/holdings.php?m=BRK Link to comment Share on other sites More sharing options...
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