The latest updates to the top 6 holdings of superinvestors:
| Manager | Company | Top holdings | Value | Quarter |
|---|---|---|---|---|
| James O. Shaver | Electron Capital Partners, LLC | ARRY, PPL, MTZ, CRH, CEG, VRT | $2.15B | Q4 2023 |
| Jim Simons, Robert Mercer, Peter Brown | RENAISSANCE TECHNOLOGIES LLC | NVO, UBER, NVDA, PLTR, META, AMZN | $64.6B | Q4 2023 |
| Glenn Greenberg | Brave Warrior Advisors, LLC | ELV, FNF, PRI, APO, OMF, DFS | $4.19B | Q4 2023 |
| Bryant R. Riley | B. Riley Financial, Inc. | ALTG, BW, DDI, SNCR, TACT, PPTA | $157M | Q4 2023 |
| Bill Ackman | Pershing Square Capital Management, L.P. | CMG, QSR, HLT, HHH, GOOG, CP | $10.4B | Q4 2023 |
| Terry Smith | Fundsmith LLP | MSFT, META, SYK, IDXX, V, PM | $23.9B | Q4 2023 |
| Thomas S. Kenan, Sterling Holt Kenan, Elizabeth Kenan Howell, John LaPann | JPMORGAN CHASE & CO | MSFT, AAPL, AMZN, SPY, NVDA, META | $1.04T | Q4 2023 |
| John F. Brennan | SIRIOS CAPITAL MANAGEMENT L P | ALC, SPGI, BSX, HEIA, ROP, GMED | $490M | Q4 2023 |
| Name | Stocks | Worth | Location | Report Date |
|---|---|---|---|---|
| Steven O. Newhouse | WBD | $1.67B | East Syracuse, New York | 3/28/2024 |
| Yancey L. Spruill | DOCN, PING | $184M | Longmont, Colorado | 12/1/2023 |
| Dan Hagan | JXN | $229M | Columbia, Missouri | 5/5/2022 |
| Paul C. Saville | NVR | $876M | Mcleean, Virginia | 2/29/2024 |
| Jack Weingart | TPG | $409M | Fort Worth, Texas | 4/10/2024 |
| Scott Kleinman | APO | $929M | New York, New York | 3/1/2024 |
| Craig F. Courtemanche Jr. | PCOR | $119M | Carpinteria, California | 3/29/2024 |
| CD Baer Pettit | MSCI | $134M | New York, New York | 4/25/2024 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| Carnival Plc | CUK, CUKPF | Southampton So15 1 St, United Kingdom | Water Transportation |
| Cincinnati Financial Corp | CINF | Fairfield, Ohio | Fire, Marine & Casualty Insurance |
| RTX Corp | RTX | Arlington, Virginia | Aircraft Engines & Engine Parts |
| DiDi Global Inc. | DIDIY | Beijing, China | Services-Business Services, NEC |
| PDD Holdings Inc. | PDD | Dublin 2, Ireland | Services-Business Services, NEC |
| Huntington Bancshares Inc /Md/ | HBAN, HBANL | Columbus, Ohio | National Commercial Banks |
| Walgreens Boots Alliance, Inc. | WBA | Deerfield, Illinois | Retail-Drug Stores and Proprietary Stores |
| Schlumberger Limited/Nv | SLB | Houston, Texas | Oil & Gas Field Services, NEC |
Stock buys and sells among corporate insiders made between Jan 28, 2024 and Apr 28, 2024
Number of insiders: 7548, Insider trading total volume: $75.7B
| 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 Jan 1, 2024 and Mar 31, 2024
Number of managers: 2023, Holdings value: $3.04T, Buys value: $237B, Sells value: $222B
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|