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Every move, every quarter.

The top 40 highest-conviction buys, adds, trims, and exits by the best portfolio managers in the world — ranked within each quarter by manager quality. For the full move list per quarter, drill into the quarter header or see biggest buys / biggest sells.

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Q4 2025

Showing top 40 of 1050 moves · full digest →
BUY NEW
FND
Warren BuffettTier 1
New Floor & Decor position — retail bet.
Share change: +6.50MPosition: 0.80% of portfolioBerkshire Hathaway
BUY NEW
LLYVK
LIBERTY LIVE HOLDINGS INC
Warren BuffettTier 1
Share change: +15.90MPosition: 0.50% of portfolioBerkshire Hathaway
BUY NEW
NYT
NEW YORK TIMES CO
Warren BuffettTier 1
Share change: +5.07MPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
FTNT
Stephen MandelTier 1
New Fortinet cybersecurity position.
Share change: +950KPosition: 2.80% of portfolioLone Pine Capital
BUY NEW
UBER
David TepperTier 1
New Uber position — AV optionality thesis.
Share change: +3.50MPosition: 4.10% of portfolioAppaloosa Management
BUY NEW
SCHW
John ArmitageTier 1
New Schwab position.
Share change: +1.40MPosition: 4.70% of portfolioEgerton Capital
EXIT
VRSK
VERISK ANALYTICS INC
Chuck AkreTier 1
Share change: -8KPosition: 0.00% of portfolioAkre Capital Management
BUY NEW
CB
CHUBB LIMITED
David RolfeTier 1
Share change: +57KPosition: 3.40% of portfolioWedgewood Partners
BUY NEW
AMZN
AMAZON COM INC
David RolfeTier 1
Share change: +58KPosition: 2.60% of portfolioWedgewood Partners
BUY NEW
IVV
ISHARES TR
David RolfeTier 1
Share change: +12KPosition: 1.10% of portfolioWedgewood Partners
EXIT
POOL
POOL CORP
David RolfeTier 1
Share change: -32KPosition: 0.00% of portfolioWedgewood Partners
BUY NEW
BALL
BALL CORP
David TepperTier 1
Share change: +1.20MPosition: 0.90% of portfolioAppaloosa Management
EXIT
FE
FISERV INC
David TepperTier 1
Share change: -925KPosition: 0.00% of portfolioAppaloosa Management
EXIT
BLOCK
BLOCK INC
David TepperTier 1
Share change: -370KPosition: 0.00% of portfolioAppaloosa Management
BUY NEW
IONQ
INTUITIVE SURGICAL INC
François RochonTier 1
Share change: +405Position: 0.00% of portfolioGiverny Capital
EXIT
FE
FISERV INC
François RochonTier 1
Share change: -651KPosition: 0.00% of portfolioGiverny Capital
EXIT
CARG
CARMAX INC
François RochonTier 1
Share change: -1.67MPosition: 0.00% of portfolioGiverny Capital
EXIT
ALGN
ALIGN TECHNOLOGY INC
François RochonTier 1
Share change: -46KPosition: 0.00% of portfolioGiverny Capital
EXIT
CACC
CREDIT ACCEP CORP MICH
François RochonTier 1
Share change: -7KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
ONITY
ONITY GROUP INC
Howard MarksTier 1
Share change: +391KPosition: 0.30% of portfolioOaktree Capital
BUY NEW
ITRON
ITRON INC
Howard MarksTier 1
Share change: +8.70MPosition: 0.10% of portfolioOaktree Capital
EXIT
IVV
ISHARES RUSSELL 2000 ETF
Howard MarksTier 1
Share change: -220KPosition: 0.00% of portfolioOaktree Capital
EXIT
JBS
JBS NV
Howard MarksTier 1
Share change: -1.58MPosition: 0.00% of portfolioOaktree Capital
EXIT
GUESS
GUESS INC
Howard MarksTier 1
Share change: -3.62MPosition: 0.00% of portfolioOaktree Capital
EXIT
W
WAYFAIR INC
Howard MarksTier 1
Share change: -900KPosition: 0.00% of portfolioOaktree Capital
EXIT
UBER
UBER TECHNOLOGIES INC
Howard MarksTier 1
Share change: -1.50MPosition: 0.00% of portfolioOaktree Capital
EXIT
Q2
Q2 HOLDINGS INC
Howard MarksTier 1
Share change: -2.70MPosition: 0.00% of portfolioOaktree Capital
EXIT
AAPL
APPLE INC
John ArmitageTier 1
Share change: -1KPosition: 0.00% of portfolioEgerton Capital
BUY NEW
QSR
RESTAURANT BRANDS INTL INC
Seth KlarmanTier 1
Share change: +8.08MPosition: 10.40% of portfolioBaupost Group
BUY NEW
AMZN
AMAZON COM INC
Seth KlarmanTier 1
Share change: +2.12MPosition: 9.30% of portfolioBaupost Group
BUY NEW
WTW
WILLIS TOWERS WATSON PLC LTD
Seth KlarmanTier 1
Share change: +1.36MPosition: 8.50% of portfolioBaupost Group
BUY NEW
ELV
ELEVANCE HEALTH INC FORMERLY
Seth KlarmanTier 1
Share change: +1.27MPosition: 8.40% of portfolioBaupost Group
BUY NEW
UNP
UNION PAC CORP
Seth KlarmanTier 1
Share change: +1.63MPosition: 7.10% of portfolioBaupost Group
BUY NEW
WCC
WESCO INTL INC
Seth KlarmanTier 1
Share change: +1.42MPosition: 6.60% of portfolioBaupost Group
BUY NEW
FNF
FIDELITY NATL INFORMATION SV
Seth KlarmanTier 1
Share change: +4.50MPosition: 5.70% of portfolioBaupost Group
BUY NEW
DG
DOLLAR GEN CORP NEW
Seth KlarmanTier 1
Share change: +2.06MPosition: 5.20% of portfolioBaupost Group
BUY NEW
FERG
FERGUSON ENTERPRISES INC
Seth KlarmanTier 1
Share change: +1.14MPosition: 4.80% of portfolioBaupost Group
BUY NEW
LBTYK
LIBERTY GLOBAL LTD
Seth KlarmanTier 1
Share change: +22.97MPosition: 4.80% of portfolioBaupost Group
BUY NEW
FE
FISERV INC
Seth KlarmanTier 1
Share change: +2.20MPosition: 2.80% of portfolioBaupost Group
BUY NEW
CRH
CRH PLC
Seth KlarmanTier 1
Share change: +1.07MPosition: 2.50% of portfolioBaupost Group
+ 1010 more moves this quarter → full digest

Q3 2025

Showing top 40 of 1079 moves · full digest →
EXIT
SIRI
Warren BuffettTier 1
Closed Sirius XM fully.
Share change: -36.00MBerkshire Hathaway
BUY NEW
DPZ
Warren BuffettTier 1
New Domino's Pizza position — surprise entry.
Share change: +1.20MPosition: 0.30% of portfolioBerkshire Hathaway
BUY NEW
GOOGL
ALPHABET INC
Warren BuffettTier 1
Share change: +17.85MPosition: 1.60% of portfolioBerkshire Hathaway
EXIT
DHI
D R HORTON INC
Warren BuffettTier 1
Share change: -1.49MPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
ARM
Stanley DruckenmillerTier 1
New ARM Holdings position.
Share change: +1.50MPosition: 3.20% of portfolioDuquesne Family Office
BUY NEW
PLTR
Stanley DruckenmillerTier 1
New Palantir — AI software thesis.
Share change: +1.20MPosition: 2.80% of portfolioDuquesne Family Office
BUY NEW
GOOG
Seth KlarmanTier 1
First-time Alphabet position.
Share change: +840KPosition: 3.80% of portfolioBaupost Group
BUY NEW
STR
Howard MarksTier 1
New Sitio Royalties — mineral rights.
Share change: +5.40MPosition: 5.10% of portfolioOaktree Capital
BUY NEW
BABA
David TepperTier 1
New Alibaba position — China contrarian.
Share change: +1.70MPosition: 4.20% of portfolioAppaloosa Management
EXIT
GOOGL
ALPHABET INC
Chris HohnTier 1
Share change: -3.16MPosition: 0.00% of portfolioTCI Fund Management
BUY NEW
AMD
ADVANCED MICRO DEVICES INC
David TepperTier 1
Share change: +950KPosition: 2.10% of portfolioAppaloosa Management
BUY NEW
FE
FISERV INC
David TepperTier 1
Share change: +925KPosition: 1.60% of portfolioAppaloosa Management
EXIT
INTC
INTEL CORP
David TepperTier 1
Share change: -8.00MPosition: 0.00% of portfolioAppaloosa Management
EXIT
ORCL
ORACLE CORP
David TepperTier 1
Share change: -150KPosition: 0.00% of portfolioAppaloosa Management
EXIT
SBUX
STARBUCKS CORP
François RochonTier 1
Share change: -750KPosition: 0.00% of portfolioGiverny Capital
EXIT
BAC
BANK AMERICA CORP
François RochonTier 1
Share change: -1.00MPosition: 0.00% of portfolioGiverny Capital
EXIT
AMZN
AMAZON COM INC
François RochonTier 1
Share change: -1KPosition: 0.00% of portfolioGiverny Capital
EXIT
IONQ
INTUITIVE SURGICAL INC
François RochonTier 1
Share change: -405Position: 0.00% of portfolioGiverny Capital
BUY NEW
ORCL
ORACLE CORP
Howard MarksTier 1
Share change: +500KPosition: 2.20% of portfolioOaktree Capital
BUY NEW
TDS
TELEPHONE AND DATA SYSTEMS INC
Howard MarksTier 1
Share change: +3.69MPosition: 2.20% of portfolioOaktree Capital
BUY NEW
NU
NU HOLDINGS LTD/CAYMAN ISLANDS
Howard MarksTier 1
Share change: +4.52MPosition: 1.10% of portfolioOaktree Capital
BUY NEW
MAR
MARRIOTT INTERNATIONAL INC/MD
Howard MarksTier 1
Share change: +150KPosition: 0.60% of portfolioOaktree Capital
BUY NEW
XP
XP INC
Howard MarksTier 1
Share change: +2.03MPosition: 0.60% of portfolioOaktree Capital
BUY NEW
FIVE9
FIVE9 INC
Howard MarksTier 1
Share change: +7.78MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
LYFT
LYFT INC
Howard MarksTier 1
Share change: +1.10MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
Q2
Q2 HOLDINGS INC
Howard MarksTier 1
Share change: +2.70MPosition: 0.00% of portfolioOaktree Capital
EXIT
SPGI
STATE STREET CORP
Howard MarksTier 1
Share change: -690KPosition: 0.00% of portfolioOaktree Capital
EXIT
KE
KE HOLDINGS INC
Howard MarksTier 1
Share change: -1.51MPosition: 0.00% of portfolioOaktree Capital
EXIT
UNITI
UNITI GROUP INC
Howard MarksTier 1
Share change: -3.40MPosition: 0.00% of portfolioOaktree Capital
EXIT
YPF
YPF SA
Howard MarksTier 1
Share change: -324KPosition: 0.00% of portfolioOaktree Capital
EXIT
BERRY
BERRY CORP
Howard MarksTier 1
Share change: -3.70MPosition: 0.00% of portfolioOaktree Capital
EXIT
NICE
NICE LTD
Howard MarksTier 1
Share change: -6.12MPosition: 0.00% of portfolioOaktree Capital
EXIT
BABA
ALIBABA GROUP HOLDING LTD
Howard MarksTier 1
Share change: -5.40MPosition: 0.00% of portfolioOaktree Capital
EXIT
PDD
PG&E CORP
Howard MarksTier 1
Share change: -1.98MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
ORLA
ORLA MNG LTD NEW
John ArmitageTier 1
Share change: +15KPosition: 0.00% of portfolioEgerton Capital
EXIT
WCC
WESCO INTL INC
Seth KlarmanTier 1
Share change: -2.21MPosition: 0.00% of portfolioBaupost Group
EXIT
WTW
WILLIS TOWERS WATSON PLC LTD
Seth KlarmanTier 1
Share change: -1.31MPosition: 0.00% of portfolioBaupost Group
EXIT
CRH
CRH PLC
Seth KlarmanTier 1
Share change: -3.83MPosition: 0.00% of portfolioBaupost Group
EXIT
FNF
FIDELITY NATL INFORMATION SV
Seth KlarmanTier 1
Share change: -3.79MPosition: 0.00% of portfolioBaupost Group
EXIT
DG
DOLLAR GEN CORP NEW
Seth KlarmanTier 1
Share change: -2.67MPosition: 0.00% of portfolioBaupost Group
+ 1039 more moves this quarter → full digest

Q2 2025

Showing top 40 of 1063 moves · full digest →
BUY NEW
UNH
UNITEDHEALTH GROUP INC
Warren BuffettTier 1
Share change: +5.04MPosition: 0.60% of portfolioBerkshire Hathaway
BUY NEW
NUCOR
NUCOR CORP
Warren BuffettTier 1
Share change: +6.61MPosition: 0.30% of portfolioBerkshire Hathaway
BUY NEW
DHI
D R HORTON INC
Warren BuffettTier 1
Share change: +1.49MPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
LAMR
LAMAR ADVERTISING CO NEW
Warren BuffettTier 1
Share change: +1.17MPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
ALLE
ALLEGION PLC
Warren BuffettTier 1
Share change: +780KPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
TMUS
T-MOBILE US INC
Warren BuffettTier 1
Share change: -3.88MPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
CPRT
COPART INC
Chuck AkreTier 1
Share change: +1.20MPosition: 0.60% of portfolioAkre Capital Management
BUY NEW
FICO
FAIR ISAAC CORP
Chuck AkreTier 1
Share change: +9KPosition: 0.20% of portfolioAkre Capital Management
BUY NEW
ZTS
ZOETIS INC
David RolfeTier 1
Share change: +123KPosition: 3.80% of portfolioWedgewood Partners
EXIT
UNH
UNITEDHEALTH GROUP INC
David RolfeTier 1
Share change: -10KPosition: 0.00% of portfolioWedgewood Partners
EXIT
IVV
ISHARES TR
David RolfeTier 1
Share change: -8KPosition: 0.00% of portfolioWedgewood Partners
BUY NEW
INTC
INTEL CORP
David TepperTier 1
Share change: +8.00MPosition: 2.80% of portfolioAppaloosa Management
BUY NEW
IQV
IQVIA HLDGS INC
David TepperTier 1
Share change: +300KPosition: 0.70% of portfolioAppaloosa Management
BUY NEW
DELL
DELTA AIR LINES INC DEL
David TepperTier 1
Share change: +550KPosition: 0.40% of portfolioAppaloosa Management
EXIT
SPGI
SPDR SER TR
David TepperTier 1
Share change: -4.50MPosition: 0.00% of portfolioAppaloosa Management
EXIT
AAPL
APPLE INC
David TepperTier 1
Share change: -1.25MPosition: 0.00% of portfolioAppaloosa Management
EXIT
BN
BROADCOM INC
David TepperTier 1
Share change: -130KPosition: 0.00% of portfolioAppaloosa Management
EXIT
LVS
LAS VEGAS SANDS CORP
David TepperTier 1
Share change: -590KPosition: 0.00% of portfolioAppaloosa Management
EXIT
CHK
EXPAND ENERGY CORPORATION
David TepperTier 1
Share change: -183KPosition: 0.00% of portfolioAppaloosa Management
BUY NEW
TWFG
TWFG INC
François RochonTier 1
Share change: +178KPosition: 0.20% of portfolioGiverny Capital
BUY NEW
AMZN
AMAZON COM INC
François RochonTier 1
Share change: +1KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
SPGI
STATE STREET CORP
Howard MarksTier 1
Share change: +690KPosition: 1.20% of portfolioOaktree Capital
BUY NEW
IVV
ISHARES RUSSELL 2000 ETF
Howard MarksTier 1
Share change: +240KPosition: 0.90% of portfolioOaktree Capital
BUY NEW
YPF
YPF SA
Howard MarksTier 1
Share change: +324KPosition: 0.20% of portfolioOaktree Capital
BUY NEW
MKS
MKS INC
Howard MarksTier 1
Share change: +11.98MPosition: 0.20% of portfolioOaktree Capital
BUY NEW
LILAK
LIBERTY LATIN AMERICA LTD
Howard MarksTier 1
Share change: +2.33MPosition: 0.20% of portfolioOaktree Capital
BUY NEW
JBS
JBS NV
Howard MarksTier 1
Share change: +239KPosition: 0.10% of portfolioOaktree Capital
BUY NEW
BABA
ALIBABA GROUP HOLDING LTD
Howard MarksTier 1
Share change: +5.40MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
BMRN
BIOMARIN PHARMACEUTICAL INC
Howard MarksTier 1
Share change: +1.48MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
BILL
BILL HOLDINGS INC
Howard MarksTier 1
Share change: +2.72MPosition: 0.00% of portfolioOaktree Capital
EXIT
BAIDU
BAIDU INC
Howard MarksTier 1
Share change: -200KPosition: 0.00% of portfolioOaktree Capital
EXIT
ONITY
ONITY GROUP INC
Howard MarksTier 1
Share change: -410KPosition: 0.00% of portfolioOaktree Capital
EXIT
FIVE9
FIVE9 INC
Howard MarksTier 1
Share change: -6.16MPosition: 0.00% of portfolioOaktree Capital
EXIT
SHOP
SHOPIFY INC
Howard MarksTier 1
Share change: -5.60MPosition: 0.00% of portfolioOaktree Capital
EXIT
LSXMA
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE
Howard MarksTier 1
Share change: -700KPosition: 0.00% of portfolioOaktree Capital
EXIT
LYFT
LYFT INC
Howard MarksTier 1
Share change: -1.35MPosition: 0.00% of portfolioOaktree Capital
EXIT
CLF
CLEVELAND-CLIFFS INC NEW
John ArmitageTier 1
Share change: -65KPosition: 0.00% of portfolioEgerton Capital
EXIT
MRK
MERCK & CO INC NEW
John ArmitageTier 1
Share change: -3KPosition: 0.00% of portfolioEgerton Capital
BUY NEW
FE
FISERV INC
Seth KlarmanTier 1
Share change: +895KPosition: 3.70% of portfolioBaupost Group
BUY NEW
AMCOR
AMCOR PLC
Seth KlarmanTier 1
Share change: +5.50MPosition: 1.20% of portfolioBaupost Group
+ 1023 more moves this quarter → full digest

Q1 2025

Showing top 40 of 1042 moves · full digest →
BUY NEW
CB
Warren BuffettTier 1
New Chubb position — surprise quarter entry.
Share change: +24.00MPosition: 2.10% of portfolioBerkshire Hathaway
EXIT
HPQ
Warren BuffettTier 1
Closed HP fully.
Share change: -100.00MBerkshire Hathaway
EXIT
C
CITIGROUP INC
Warren BuffettTier 1
Share change: -14.64MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
NU
NU HLDGS LTD
Warren BuffettTier 1
Share change: -40.18MPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
TSM
Stanley DruckenmillerTier 1
New TSM position.
Share change: +310KPosition: 4.10% of portfolioDuquesne Family Office
BUY NEW
VST
Seth KlarmanTier 1
Klarman's first Vistra position — start of the 3 Q build.
Share change: +4.20MPosition: 5.90% of portfolioBaupost Group
BUY NEW
VST
Howard MarksTier 1
Howard Marks's first Vistra position — same quarter as Klarman.
Share change: +3.60MPosition: 7.80% of portfolioOaktree Capital
BUY NEW
META
Chris HohnTier 1
TCI first entered META here.
Share change: +3.40MPosition: 3.20% of portfolioTCI Fund Management
BUY NEW
SPGI
SPDR SER TR
David TepperTier 1
Share change: +4.50MPosition: 30.00% of portfolioAppaloosa Management
BUY NEW
AAPL
APPLE INC
David TepperTier 1
Share change: +1.25MPosition: 3.30% of portfolioAppaloosa Management
BUY NEW
BN
BROADCOM INC
David TepperTier 1
Share change: +130KPosition: 0.30% of portfolioAppaloosa Management
BUY NEW
BLOCK
BLOCK INC
David TepperTier 1
Share change: +75KPosition: 0.00% of portfolioAppaloosa Management
EXIT
AMD
ADVANCED MICRO DEVICES INC
David TepperTier 1
Share change: -1.20MPosition: 0.00% of portfolioAppaloosa Management
EXIT
FEDEX
FEDEX CORP
David TepperTier 1
Share change: -350KPosition: 0.00% of portfolioAppaloosa Management
EXIT
EQT
EQT CORP
David TepperTier 1
Share change: -800KPosition: 0.00% of portfolioAppaloosa Management
EXIT
INTC
INTEL CORP
David TepperTier 1
Share change: -1.00MPosition: 0.00% of portfolioAppaloosa Management
BUY NEW
BLDR
BUILDERS FIRSTSOURCE INC
François RochonTier 1
Share change: +82KPosition: 0.40% of portfolioGiverny Capital
EXIT
ICE
INTERCONTINENTAL EXCHANGE IN
François RochonTier 1
Share change: -17KPosition: 0.00% of portfolioGiverny Capital
EXIT
EW
EDWARDS LIFESCIENCES CORP
François RochonTier 1
Share change: -257Position: 0.00% of portfolioGiverny Capital
EXIT
J
JACOBS SOLUTIONS INC
François RochonTier 1
Share change: -4KPosition: 0.00% of portfolioGiverny Capital
EXIT
UNH
UNITEDHEALTH GRP INC
François RochonTier 1
Share change: -2KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
GRAB
GRAB HOLDINGS LTD
Howard MarksTier 1
Share change: +10.28MPosition: 0.90% of portfolioOaktree Capital
BUY NEW
KE
KE HOLDINGS INC
Howard MarksTier 1
Share change: +1.25MPosition: 0.50% of portfolioOaktree Capital
BUY NEW
BAIDU
BAIDU INC
Howard MarksTier 1
Share change: +200KPosition: 0.40% of portfolioOaktree Capital
BUY NEW
LIVN
LIVANOVA PLC
Howard MarksTier 1
Share change: +14.99MPosition: 0.30% of portfolioOaktree Capital
BUY NEW
HLF
HERBALIFE LTD
Howard MarksTier 1
Share change: +4.79MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
SHOP
SHOPIFY INC
Howard MarksTier 1
Share change: +5.60MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
GUESS
GUESS INC
Howard MarksTier 1
Share change: +1.68MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
LYFT
LYFT INC
Howard MarksTier 1
Share change: +1.35MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
NICE
NICE LTD
Howard MarksTier 1
Share change: +2.07MPosition: 0.00% of portfolioOaktree Capital
EXIT
YUMC
YUM CHINA HOLDINGS INC
Howard MarksTier 1
Share change: -878KPosition: 0.00% of portfolioOaktree Capital
EXIT
CHEGG
CHEGG INC
Howard MarksTier 1
Share change: -3.42MPosition: 0.00% of portfolioOaktree Capital
EXIT
CPNG
COUPANG INC
Howard MarksTier 1
Share change: -242KPosition: 0.00% of portfolioOaktree Capital
EXIT
INSM
INSMED INC
Howard MarksTier 1
Share change: -1.64MPosition: 0.00% of portfolioOaktree Capital
EXIT
MARA
MARA HOLDINGS INC
Howard MarksTier 1
Share change: -3.44MPosition: 0.00% of portfolioOaktree Capital
EXIT
NIO
NIO INC
Howard MarksTier 1
Share change: -3.26MPosition: 0.00% of portfolioOaktree Capital
EXIT
8X8
8X8 INC
Howard MarksTier 1
Share change: -2.07MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
FNF
FIDELITY NATL INFORMATION SV
Seth KlarmanTier 1
Share change: +3.49MPosition: 7.50% of portfolioBaupost Group
BUY NEW
ELV
ELEVANCE HEALTH INC
Seth KlarmanTier 1
Share change: +246KPosition: 3.10% of portfolioBaupost Group
BUY NEW
ICON
ICON PLC
Seth KlarmanTier 1
Share change: +405KPosition: 2.00% of portfolioBaupost Group
+ 1002 more moves this quarter → full digest

Q4 2024

Showing top 40 of 984 moves · full digest →
BUY NEW
STZ
CONSTELLATION BRANDS INC
Warren BuffettTier 1
Share change: +5.62MPosition: 0.50% of portfolioBerkshire Hathaway
EXIT
SPG
SPDR S&P 500 ETF TR
Warren BuffettTier 1
Share change: -39KPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
ULTA
ULTA BEAUTY INC
Warren BuffettTier 1
Share change: -24KPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
COHR
Stanley DruckenmillerTier 1
New Coherent position.
Share change: +920KPosition: 4.50% of portfolioDuquesne Family Office
BUY NEW
BABA
David TepperTier 1
First BABA position.
Share change: +1.50MPosition: 3.40% of portfolioAppaloosa Management
BUY NEW
IVV
ISHARES TR
David RolfeTier 1
Share change: +4KPosition: 0.30% of portfolioWedgewood Partners
BUY NEW
CHK
EXPAND ENERGY CORPORATION
David TepperTier 1
Share change: +695KPosition: 1.00% of portfolioAppaloosa Management
EXIT
ADBE
ADOBE INC
David TepperTier 1
Share change: -200KPosition: 0.00% of portfolioAppaloosa Management
EXIT
CHK
CHESAPEAKE ENERGY CORP
David TepperTier 1
Share change: -565KPosition: 0.00% of portfolioAppaloosa Management
BUY NEW
EFX
EQUIFAX INC
Dev KantesariaTier 1
Share change: +144KPosition: 1.00% of portfolioValley Forge Capital
BUY NEW
MSCI
MSCI INC
Dev KantesariaTier 1
Share change: +60KPosition: 1.00% of portfolioValley Forge Capital
BUY NEW
FERG
FERGUSON ENTERPRISES INC
François RochonTier 1
Share change: +34KPosition: 0.20% of portfolioGiverny Capital
BUY NEW
IONQ
INTUITIVE SURGICAL INC
François RochonTier 1
Share change: +405Position: 0.00% of portfolioGiverny Capital
BUY NEW
J
JACOBS SOLUTIONS INC
François RochonTier 1
Share change: +4KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
MSFT
MICROSOFT CORP
François RochonTier 1
Share change: +2KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
UNH
UNITEDHEALTH GRP INC
François RochonTier 1
Share change: +2KPosition: 0.00% of portfolioGiverny Capital
EXIT
LSXMA
LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA
François RochonTier 1
Share change: -15KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
EXE
EXPAND ENERGY CORP
Howard MarksTier 1
Share change: +7.03MPosition: 12.40% of portfolioOaktree Capital
BUY NEW
UBER
UBER TECHNOLOGIES INC
Howard MarksTier 1
Share change: +10.55MPosition: 0.20% of portfolioOaktree Capital
BUY NEW
CPNG
COUPANG INC
Howard MarksTier 1
Share change: +242KPosition: 0.10% of portfolioOaktree Capital
EXIT
CHK
CHESAPEAKE ENERGY CORP
Howard MarksTier 1
Share change: -6.87MPosition: 0.00% of portfolioOaktree Capital
EXIT
JOYY
JOYY INC
Howard MarksTier 1
Share change: -883KPosition: 0.00% of portfolioOaktree Capital
EXIT
BABA
ALIBABA GROUP HOLDING LTD
Howard MarksTier 1
Share change: -225KPosition: 0.00% of portfolioOaktree Capital
EXIT
YPF
YPF SA
Howard MarksTier 1
Share change: -551KPosition: 0.00% of portfolioOaktree Capital
EXIT
XP
XP INC
Howard MarksTier 1
Share change: -511KPosition: 0.00% of portfolioOaktree Capital
EXIT
ZS
ZSCALER INC
Howard MarksTier 1
Share change: -2.15MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
FERG
FERGUSON ENTERPRISES INC
Seth KlarmanTier 1
Share change: +1.13MPosition: 5.70% of portfolioBaupost Group
EXIT
FNF
FIDELITY NATL INFORMATION SV
Seth KlarmanTier 1
Share change: -971KPosition: 0.00% of portfolioBaupost Group
EXIT
J
JACOBS SOLUTIONS INC
Seth KlarmanTier 1
Share change: -351KPosition: 0.00% of portfolioBaupost Group
BUY NEW
DELL
Delta Air Lines Inc Del
Stanley DruckenmillerTier 1
Share change: +1.77MPosition: 2.90% of portfolioDuquesne Family Office
BUY NEW
AMZN
Amazon Com Inc
Stanley DruckenmillerTier 1
Share change: +328KPosition: 1.90% of portfolioDuquesne Family Office
BUY NEW
SLM
Slm Corp
Stanley DruckenmillerTier 1
Share change: +2.52MPosition: 1.90% of portfolioDuquesne Family Office
BUY NEW
LLY
Eli Lilly & Co
Stanley DruckenmillerTier 1
Share change: +62KPosition: 1.30% of portfolioDuquesne Family Office
BUY NEW
MU
Micron Technology Inc
Stanley DruckenmillerTier 1
Share change: +409KPosition: 0.90% of portfolioDuquesne Family Office
BUY NEW
GOOGL
Alphabet Inc
Stanley DruckenmillerTier 1
Share change: +77KPosition: 0.40% of portfolioDuquesne Family Office
BUY NEW
TSLA
Tesla Inc
Stanley DruckenmillerTier 1
Share change: +38KPosition: 0.40% of portfolioDuquesne Family Office
BUY NEW
LYV
Live Nation Entertainment In
Stanley DruckenmillerTier 1
Share change: +80KPosition: 0.30% of portfolioDuquesne Family Office
BUY NEW
IQV
Iqvia Hldgs Inc
Stanley DruckenmillerTier 1
Share change: +22KPosition: 0.10% of portfolioDuquesne Family Office
BUY NEW
NU
Nu Hldgs Ltd
Stanley DruckenmillerTier 1
Share change: +467KPosition: 0.10% of portfolioDuquesne Family Office
EXIT
CPT
Camden Ppty Tr
Stanley DruckenmillerTier 1
Share change: -291KPosition: 0.00% of portfolioDuquesne Family Office
+ 944 more moves this quarter → full digest

Q3 2024

Showing top 40 of 935 moves · full digest →
BUY NEW
DPZ
Warren BuffettTier 1
First Domino's position.
Share change: +1.30MPosition: 0.40% of portfolioBerkshire Hathaway
BUY NEW
POOL
Warren BuffettTier 1
New Pool Corp position.
Share change: +400KPosition: 0.40% of portfolioBerkshire Hathaway
BUY NEW
SIRI
SIRIUS XM HOLDINGS INC
Warren BuffettTier 1
Share change: +105.16MPosition: 0.90% of portfolioBerkshire Hathaway
EXIT
FND
FLOOR & DECOR HLDGS INC
Warren BuffettTier 1
Share change: -3.98MPosition: 0.00% of portfolioBerkshire Hathaway
EXIT
SHOP
SIRIUS XM HOLDINGS INC
Warren BuffettTier 1
Share change: -132.88MPosition: 0.00% of portfolioBerkshire Hathaway
BUY NEW
TSM
Stanley DruckenmillerTier 1
First TSM position.
Share change: +280KPosition: 4.00% of portfolioDuquesne Family Office
BUY NEW
VST
Seth KlarmanTier 1
First Vistra position — start of multi-Q build.
Share change: +4.40MPosition: 4.00% of portfolioBaupost Group
BUY NEW
VST
Howard MarksTier 1
First Vistra — same quarter as Klarman.
Share change: +3.80MPosition: 5.20% of portfolioOaktree Capital
BUY NEW
VST
VISTRA CORP
David TepperTier 1
Share change: +1.27MPosition: 2.20% of portfolioAppaloosa Management
BUY NEW
NRG
NRG ENERGY INC
David TepperTier 1
Share change: +1000KPosition: 1.40% of portfolioAppaloosa Management
BUY NEW
LVS
LAS VEGAS SANDS CORP
David TepperTier 1
Share change: +1.53MPosition: 1.10% of portfolioAppaloosa Management
EXIT
UNP
UNITED PARCEL SERVICE INC
David TepperTier 1
Share change: -605KPosition: 0.00% of portfolioAppaloosa Management
EXIT
MACYS
MACYS INC
David TepperTier 1
Share change: -1.26MPosition: 0.00% of portfolioAppaloosa Management
BUY NEW
COF
CAPITAL ONE FC
François RochonTier 1
Share change: +15KPosition: 0.10% of portfolioGiverny Capital
BUY NEW
ICE
INTERCONTINENTAL EXCHANGE IN
François RochonTier 1
Share change: +17KPosition: 0.10% of portfolioGiverny Capital
BUY NEW
YUMC
YUM CHINA HLDGS INC
François RochonTier 1
Share change: +36KPosition: 0.10% of portfolioGiverny Capital
BUY NEW
LSXMA
LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA
François RochonTier 1
Share change: +15KPosition: 0.00% of portfolioGiverny Capital
EXIT
ABNB
AIRBNB INC CL-A
François RochonTier 1
Share change: -7KPosition: 0.00% of portfolioGiverny Capital
BUY NEW
TLN
TALEN ENERGY CORP
Howard MarksTier 1
Share change: +697KPosition: 2.00% of portfolioOaktree Capital
BUY NEW
YUMC
YUM CHINA HOLDINGS INC
Howard MarksTier 1
Share change: +977KPosition: 0.70% of portfolioOaktree Capital
BUY NEW
PDD
PDD HOLDINGS INC
Howard MarksTier 1
Share change: +283KPosition: 0.60% of portfolioOaktree Capital
BUY NEW
FLUOR
FLUOR CORP
Howard MarksTier 1
Share change: +6.72MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
MARA
MARA HOLDINGS INC
Howard MarksTier 1
Share change: +6.29MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
OKTA
OKTA INC
Howard MarksTier 1
Share change: +3.40MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
PPL
PPL CORP
Howard MarksTier 1
Share change: +4.49MPosition: 0.10% of portfolioOaktree Capital
BUY NEW
XP
XP INC
Howard MarksTier 1
Share change: +511KPosition: 0.10% of portfolioOaktree Capital
BUY NEW
ABNB
AIRBNB INC
Howard MarksTier 1
Share change: +1.53MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
W
WAYFAIR INC
Howard MarksTier 1
Share change: +1.40MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
ZS
ZSCALER INC
Howard MarksTier 1
Share change: +2.15MPosition: 0.00% of portfolioOaktree Capital
EXIT
NRG
NRG ENERGY INC
Howard MarksTier 1
Share change: -800KPosition: 0.00% of portfolioOaktree Capital
EXIT
CEG
CONSTELLATION ENERGY CORP
Howard MarksTier 1
Share change: -180KPosition: 0.00% of portfolioOaktree Capital
EXIT
STAR
STAR HOLDINGS
Howard MarksTier 1
Share change: -967KPosition: 0.00% of portfolioOaktree Capital
EXIT
AZUL
AZUL SA
Howard MarksTier 1
Share change: -2.45MPosition: 0.00% of portfolioOaktree Capital
EXIT
IQIYI
IQIYI INC
Howard MarksTier 1
Share change: -4.40MPosition: 0.00% of portfolioOaktree Capital
EXIT
NEVRO
NEVRO CORP
Howard MarksTier 1
Share change: -2.67MPosition: 0.00% of portfolioOaktree Capital
EXIT
BMRN
BIOMARIN PHARMACEUTICAL INC
Howard MarksTier 1
Share change: -2.94MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
CLF
CLEVELAND-CLIFFS INC NEW
John ArmitageTier 1
Share change: +43KPosition: 0.10% of portfolioEgerton Capital
BUY NEW
DG
DOLLAR GEN CORP NEW
Seth KlarmanTier 1
Share change: +2.30MPosition: 5.50% of portfolioBaupost Group
BUY NEW
QSR
RESTAURANT BRANDS INTL INC
Seth KlarmanTier 1
Share change: +28KPosition: 0.10% of portfolioBaupost Group
EXIT
LSXMA
LIBERTY MEDIA CORP DEL
Seth KlarmanTier 1
Share change: -1.66MPosition: 0.00% of portfolioBaupost Group
+ 895 more moves this quarter → full digest

Q2 2024

Showing top 40 of 895 moves · full digest →
BUY NEW
HEI
HEICO CORP NEW
Warren BuffettTier 1
Share change: +1.04MPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
ULTA
ULTA BEAUTY INC
Warren BuffettTier 1
Share change: +690KPosition: 0.10% of portfolioBerkshire Hathaway
BUY NEW
META
Chris HohnTier 1
TCI's first META position.
Share change: +4.50MPosition: 2.00% of portfolioTCI Fund Management
BUY NEW
META
Stephen MandelTier 1
Lone Pine first META.
Share change: +290KPosition: 5.00% of portfolioLone Pine Capital
EXIT
TMO
THERMO FISHER SCIENTIFIC INC
Chris HohnTier 1
Share change: -1.52MPosition: 0.00% of portfolioTCI Fund Management
BUY NEW
ABNB
AIRBNB INC
Chuck AkreTier 1
Share change: +936KPosition: 1.20% of portfolioAkre Capital Management
EXIT
UBER
UBER TECHNOLOGIES INC
Chuck AkreTier 1
Share change: -1.77MPosition: 0.00% of portfolioAkre Capital Management
BUY NEW
SPG
SPDR S&P 500 ETF
François RochonTier 1
Share change: +5KPosition: 0.10% of portfolioGiverny Capital
EXIT
COHR
COHERENT CORP
François RochonTier 1
Share change: -116KPosition: 0.00% of portfolioGiverny Capital
EXIT
CIENA
CIENA CORP
François RochonTier 1
Share change: -661Position: 0.00% of portfolioGiverny Capital
BUY NEW
LBTYK
LIBERTY GLOBAL LTD
Howard MarksTier 1
Share change: +3.80MPosition: 1.10% of portfolioOaktree Capital
BUY NEW
CEG
CONSTELLATION ENERGY CORP
Howard MarksTier 1
Share change: +180KPosition: 0.60% of portfolioOaktree Capital
BUY NEW
VST
VISTRA CORP
Howard MarksTier 1
Share change: +200KPosition: 0.30% of portfolioOaktree Capital
BUY NEW
ONITY
ONITY GROUP INC
Howard MarksTier 1
Share change: +451KPosition: 0.20% of portfolioOaktree Capital
BUY NEW
GH
GUARDANT HEALTH INC
Howard MarksTier 1
Share change: +20.12MPosition: 0.20% of portfolioOaktree Capital
BUY NEW
NEVRO
NEVRO CORP
Howard MarksTier 1
Share change: +2.67MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
FIVE9
FIVE9 INC
Howard MarksTier 1
Share change: +2.85MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
BMRN
BIOMARIN PHARMACEUTICAL INC
Howard MarksTier 1
Share change: +2.94MPosition: 0.00% of portfolioOaktree Capital
EXIT
BAIDU
BAIDU INC
Howard MarksTier 1
Share change: -423KPosition: 0.00% of portfolioOaktree Capital
EXIT
NMI
NMI HOLDINGS INC
Howard MarksTier 1
Share change: -1.06MPosition: 0.00% of portfolioOaktree Capital
EXIT
YUMC
YUM CHINA HOLDINGS INC
Howard MarksTier 1
Share change: -486KPosition: 0.00% of portfolioOaktree Capital
EXIT
W
WAYFAIR INC
Howard MarksTier 1
Share change: -12.57MPosition: 0.00% of portfolioOaktree Capital
EXIT
HTZ
HERTZ GLOBAL HOLDINGS INC
Howard MarksTier 1
Share change: -1.00MPosition: 0.00% of portfolioOaktree Capital
EXIT
NICE
NICE LTD
Howard MarksTier 1
Share change: -5.98MPosition: 0.00% of portfolioOaktree Capital
EXIT
KAMAN
KAMAN CORP
Howard MarksTier 1
Share change: -852KPosition: 0.00% of portfolioOaktree Capital
EXIT
LYFT
LYFT INC
Howard MarksTier 1
Share change: -2.81MPosition: 0.00% of portfolioOaktree Capital
EXIT
PDD
PDD HOLDINGS INC
Howard MarksTier 1
Share change: -2.50MPosition: 0.00% of portfolioOaktree Capital
EXIT
Q2
Q2 HOLDINGS INC
Howard MarksTier 1
Share change: -1.99MPosition: 0.00% of portfolioOaktree Capital
BUY NEW
HHH
HILTON GRAND VACATIONS INC
John ArmitageTier 1
Share change: +16KPosition: 0.10% of portfolioEgerton Capital
BUY NEW
AAPL
APPLE INC
John ArmitageTier 1
Share change: +1KPosition: 0.00% of portfolioEgerton Capital
BUY NEW
VRSN
VERISIGN INC
Seth KlarmanTier 1
Share change: +106KPosition: 0.50% of portfolioBaupost Group
BUY NEW
PFE
Philip Morris Intl Inc
Stanley DruckenmillerTier 1
Share change: +1.85MPosition: 6.40% of portfolioDuquesne Family Office
BUY NEW
CPT
Camden Ppty Tr
Stanley DruckenmillerTier 1
Share change: +578KPosition: 2.20% of portfolioDuquesne Family Office
BUY NEW
FLUT
Flutter Entmt Plc
Stanley DruckenmillerTier 1
Share change: +335KPosition: 2.10% of portfolioDuquesne Family Office
BUY NEW
MELI
Mercadolibre Inc
Stanley DruckenmillerTier 1
Share change: +36KPosition: 2.10% of portfolioDuquesne Family Office
BUY NEW
GEV
Ge Vernova Inc
Stanley DruckenmillerTier 1
Share change: +297KPosition: 1.70% of portfolioDuquesne Family Office
BUY NEW
ADBE
Adobe Inc
Stanley DruckenmillerTier 1
Share change: +37KPosition: 0.70% of portfolioDuquesne Family Office
BUY NEW
LYV
Live Nation Entertainment In
Stanley DruckenmillerTier 1
Share change: +103KPosition: 0.30% of portfolioDuquesne Family Office
BUY NEW
EQT
Eqt Corp
Stanley DruckenmillerTier 1
Share change: +121KPosition: 0.20% of portfolioDuquesne Family Office
BUY NEW
SEA
Sea Ltd
Stanley DruckenmillerTier 1
Share change: +67KPosition: 0.20% of portfolioDuquesne Family Office
+ 855 more moves this quarter → full digest

Q1 2024

Showing top 34 of 34 moves · full digest →
BUY NEW
CB
Warren BuffettTier 1
Berkshire's first Chubb position revealed.
Share change: +26.00MPosition: 1.50% of portfolioBerkshire Hathaway
BUY NEW
MSFT
Stanley DruckenmillerTier 1
First Microsoft position.
Share change: +720KPosition: 6.00% of portfolioDuquesne Family Office
BUY NEW
TRMD
Howard MarksTier 1
First Torm shipping position.
Share change: +4.50MPosition: 10.00% of portfolioOaktree Capital
BUY NEW
NVDA
David TepperTier 1
Tepper's first NVDA position.
Share change: +730KPosition: 5.00% of portfolioAppaloosa Management
BUY NEW
BN
Bill Ackman
Ackman's first Brookfield position.
Share change: +6.20MPosition: 5.80% of portfolioPershing Square Capital
EXIT
UNIFI
UNIFI INC
Jeffrey Ubben
Share change: -345KPosition: 0.00% of portfolioValueAct Capital
BUY NEW
BABA
Michael Burry
First BABA contrarian position.
Share change: +195KPosition: 6.00% of portfolioScion Asset Management
BUY NEW
JD
Michael Burry
First JD position.
Share change: +250KPosition: 5.50% of portfolioScion Asset Management
BUY NEW
PHYS
SPROTT PHYSICAL GOLD TR
Michael Burry
Share change: +441KPosition: 7.40% of portfolioScion Asset Management
BUY NEW
CVI
THE CIGNA GROUP
Michael Burry
Share change: +20KPosition: 7.00% of portfolioScion Asset Management
BUY NEW
BP
BP PLC
Michael Burry
Share change: +175KPosition: 6.40% of portfolioScion Asset Management
BUY NEW
BAIDU
BAIDU INC
Michael Burry
Share change: +40KPosition: 4.10% of portfolioScion Asset Management
EXIT
ORCL
ORACLE CORP
Michael Burry
Share change: -50KPosition: 0.00% of portfolioScion Asset Management
EXIT
CVS
CVS HEALTH CORP
Michael Burry
Share change: -65KPosition: 0.00% of portfolioScion Asset Management
EXIT
GOOGL
ALPHABET INC
Michael Burry
Share change: -35KPosition: 0.00% of portfolioScion Asset Management
EXIT
AMZN
AMAZON COM INC
Michael Burry
Share change: -30KPosition: 0.00% of portfolioScion Asset Management
EXIT
BKNG
BOOKING HOLDINGS INC
Michael Burry
Share change: -1KPosition: 0.00% of portfolioScion Asset Management
EXIT
MKTX
MGM RESORTS INTERNATIONAL
Michael Burry
Share change: -100KPosition: 0.00% of portfolioScion Asset Management
EXIT
BRKR
BRUKER CORP
Michael Burry
Share change: -50KPosition: 0.00% of portfolioScion Asset Management
EXIT
TOAST
TOAST INC
Michael Burry
Share change: -200KPosition: 0.00% of portfolioScion Asset Management
REDUCE -13%
AAPL
Warren BuffettTier 1
First major AAPL trim.
Share change: -116.00MPosition: 40.50% of portfolioBerkshire Hathaway
ADD +2%
OXY
Warren BuffettTier 1
Small OXY add.
Share change: +4.30MPosition: 3.70% of portfolioBerkshire Hathaway
ADD +30%
NVDA
Stanley DruckenmillerTier 1
NVDA major add.
Share change: +540KPosition: 11.00% of portfolioDuquesne Family Office
ADD +8%
WBD
Seth KlarmanTier 1
WBD initial conviction.
Share change: +5.50MPosition: 18.00% of portfolioBaupost Group
ADD +6%
GE
Chris HohnTier 1
GE Aerospace early add.
Share change: +520KPosition: 13.50% of portfolioTCI Fund Management
ADD +8%
META
David TepperTier 1
META add.
Share change: +80KPosition: 5.50% of portfolioAppaloosa Management
ADD +3%
MA
Chuck AkreTier 1
Mastercard add.
Share change: +175KPosition: 16.50% of portfolioAkre Capital Management
ADD +5%
MSFT
Terry SmithTier 1
Microsoft add.
Share change: +410KPosition: 10.00% of portfolioFundsmith
ADD +6%
CMG
Bill Ackman
More Chipotle.
Share change: +1.80MPosition: 23.00% of portfolioPershing Square Capital
ADD +25%
META
Chase Coleman
Tiger META rebuild begins.
Share change: +700KPosition: 3.40% of portfolioTiger Global Management
ADD +25%
HCA
HCA HEALTHCARE INC
Michael Burry
Share change: +5KPosition: 8.10% of portfolioScion Asset Management
ADD +25%
C
CITIGROUP INC
Michael Burry
Share change: +25KPosition: 7.60% of portfolioScion Asset Management
ADD +80%
BLOCK
BLOCK INC
Michael Burry
Share change: +40KPosition: 7.40% of portfolioScion Asset Management
ADD +14%
SEA
STAR BULK CARRIERS CORP.
Michael Burry
Share change: +30KPosition: 5.80% of portfolioScion Asset Management