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13F Filings May 2024


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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.  

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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.  

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2 hours ago, Luca said:

image.thumb.png.4a1fc39008be6e1a29d747efa4abb235.png

 

Dr Burry betting big on china...

 

If you are really looking for some confirmation bias just check in on David Tepper

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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/

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