❌

Reading view

First Eagle Investment Management


Bought: BKNG HCC GFF CEVA ITRI DIN GO PSN SBLK SYNA CALM COUR ALKT CERT CDRE RILY ESAB AMN FTK OSUR TDC FRBT RELL WEN WNC AADX BKR VOYA VREX BLDR SNDA SANM MTDR CELH HURC DOW DPC INIO FLXS LNTH ONON
Added to: ADP MDT BDX MSFT BRO CRM FISV CSL WDAY WY CFR WTW DEO SLB ELV UHS HCA ESI TNC LRN GLD KWR FMX GTES IBP ORCL ONTO OKE NE MUR META ENSG DORM DIS CENX CMCSA ARLO WRBY WPM VSEC VECO USB UTI TKR TALO STVN SPB KRE SONO SMBK SLP SDRL SBCF ROG REPX RELY RELX RRBI RDNT QXO QTRX PUMP PPG PLXS PXED PM PWP PNTG OSIS FLYW FUL GLNG HLIT HSTM HRI HNGE HUN IIIV IIIN IFF INTT IPI JBTM KALU LAD LPX LXU MGNI MICC MRVI MKTX MTRN ONB OGS NPKI NTGR NVGS MG FLS FLOC FNF FERG FN EXTR EXR VMRK NVST NPO LOCO DCO DV LPG DG CYRX CVLG CON CMC COLB CL COHU CBT BXP BKD BTI BRZE BKH BRK.B BHE BDC AX AXS AVBH ABCB AXP AMRC ABEV AIN AEIS ABM WPC WCC VITL VMD VLY UTZ UNH URI UL UMH TRN TRS TRNS TOL TWI THC TDY TEL TRGP SKT STRW SRTA STE SBUX SDHC SIBN SHEL SN RHP RES ROST RKT RS RGA PACK METCB RLGT RDN DGX PHM PGNY PROF PR PFGC PEP POWW OTIS FVR FTAI FIP GEHC GNRC HLN HCSG HD HOFT TILE JHX JOUT KVHI LFUS LYTS MAMA MTW HZO MTRX ONEW ODFL ORI OMC NVT NMIH NTCT NGS EYE MC XGN EVR EPD DEI DOUG DNOW DCOM DGII DSX DAL DE CTOS CCRN-OLD CP CAH CDNA CASY CECO CENTA CHTR CHEF CIA BBCP CMCO CNS CLH BCC BIO AVNW ATRC ATRO ASTE AORT ACA ARMK ANGO ASYS ATEC APD ACN MASS AIR

  •  

Polen Capital Management


Bought: GE GEV ATI HWM EME RXT APLD CPA EVC PENG TVTX PTCT CDNL WOLF FIVN FPS BLLN NOVT MEC DRTS AKTS KN URGN BTDR WYFI UAL VOO XPO ZGN WSC AIRJ CVLG ADEA CCXI PRSU CYD CAMT RNG RXO GKOS NESR OSCR SPCX ALH TDUP HZO LITE LSCC AEIS AMD SANM RBRK ROIV ARWR MRCY AUR OOMA BLZE IOO BEN FORM JAZZ FREL P ETSY ITRG EIKN DSGX
Added to: TSM WULF FROG CCJ LASR REAL TWST LPTH FTK PURR VECO AXSM CALY CAKE DNTH DOCN LOCO TSLA ASTE AMPX AIR WT VPG LTH TSHA TWLO SMTC LFUS MAMA AFRM AXTI AZZ AAOI ASPI JOBY TLN BFLY SN VT SRRK VELO VICR VIST MIRM MLI OUT GRBK MOD ACWX MITK SPY CVNA BKD CW MTSI EMBJ ETON FN LIND NTRA

  •  

Thomas Gayner - Markel Group


Bought: ZTS NFLX UFPI
Added to: MELI EPD FNV WSO LIN APD V WY UNP TMO MAR LOW FERG CSX HD OTIS ROL SCHW SUNB HCA TSN XOM CP NVR

  •  

Torray Funds


Bought: ACN ZM NOVT UNH BNY
Added to: CMCSA CEG NEE BX CNA AMGN PFE PEP AVGO V VSTM SNDX RYAN EVLV GE SHW VEEV HALO FCN AXSM PLD CVX NTRA KRYS ENTG OKE MPWR VTI BWXT RBC

  •  

David Katz - Matrix Asset Advisors


Bought: ABT EMXC TSLA IBM RSP
Added to: PG ADP TEL TSN HD MDT STZ NKE PEP LOW MCD META TMO CMCSA INTU VEA VYM AMGN VTV VOO AEP VONG MSFT VO IJR WFC LMT GLD IJH SKYX IVV QQQ SDY EFA VWO ESGD SPYX MTB AVGO BRK.B AFL SCHD

  •  

Lee Ainslie - Maverick Capital


Bought: LIN INFQ ABT RGEN DHR AMD INTC MOH NVO FLR GLW MIR ROIV MRVL IPAR HRL EPC BG CLS COTY BNS CNQ PICS SU EWBC ESI ENS ENTG TECK TKR TFII SAIA NRG AAOI CNI CRL CFG CLX COHR ALGM WAL LITE WCC RRX MKSI PNFP GL GMED HBAN ICLR KVUE KMB PAAS ABM SNA SSB SPOT SBUX DB TEX TJX TMUS TNL TRIP UHAL UCTT DRI SIMO RGLD SNY SAIC CCK CVS PENN CXT PENG PTEN CON AR ARCB ASTE AVTR AVNT B BHE BC CRC CVE CHH CNK CMCO AMTM NOG ALC WT ACM AGCO MSM WPM MOS MAN MFC WERN RNST RRC RMBS MITK MTCH MIDD MLKN PII EQX ERO EXE FITB FIVE GTES GNRC HLX HBM HUN ICHR ITGR IART JHX JBI KBR KGC KNX KR LAZ LIF LIVN LOGI EQT OSK TD TRV CBRL STZ CELH
Added to: NU MCD BSX TECH NTRA DKS SHW NVDA MMSI AGX ACHC NAMS V CNTA-OLD SWX WVE RCKT PRMB HSY MO CPT PCVX TPB FRPT MELI COCO BUD NVS SHG QURE ELAN SPB BYRN BTI SEB UPS EVH TGT KDP SJM

  •  

Viking Global Investors


Bought: AAPL FDX META ATI WAT HAS RDDT AIG CBOE HD LULU CRWV MANE IBKR EW DMRA TWLO EQPT FPS
Added to: V CVNA LII TMO TSLA JPM DIS MDLN CSX FTV GM MAA AON CB SE AS SCHW PGR BMRN HCA WST TIC ROIV ICE MCD

  •  

Bill Nygren - Oakmark Funds


Bought: MRSH SUNB ROP ACN ADBE RJF SYF CPNG HLN WAT EQH UL USIG MBB SAP
Added to: CRM NFLX IT FISV SYY ICLR KDP CNC IQV RGA WTW ICE CDW CRL OC CG ABNB MDLZ AMZN ZBH GPN FCNCA UNP CIGI CRBG FLUT AER ABM PAYC MTN KB WDAY BLK AVGO BABA LLY META ELV SPY SGOV IDXX

  •  

Leon Cooperman


Bought: COF AMRZ.SW AMZN HSPT
Added to: OMF PLGO LAD STKL-OLD EWJ TDAY MANU FOA

  •  

Bill Miller - Miller Value Partners


Bought: CRGY SPY BLMN ABR MELI CROX FIGR ZD REZI CTRN ABNB CART BLDR PRDO FOUR CPNG PINS MBC VRM PTLO LAD SN
Added to: GTN CNDT MSTR UPS JELD MRP LNC CTO CHRD VTRS ARLP BBW UPBD

  •  

AKO Capital


Bought: SUNB WMB SYK APD CSL RELX
Added to: ALC LIN BKNG MA WAT FICO CRM

  •  

Hillman Capital Management


Bought: ORCL INTU CLX NOW CSGP IGOV
Added to: FISV ADBE ZBH BF.B BAX CPB KHC NKE EFX PFE EFA IVV DEO CAG CMCSA STZ CRM BWX MSFT BLK TROW TMO DIS IWR SPYM

  •  
❌