| Blog URL: | http://www.onefamilysblog.com |
| Blog Tags: | travel, piano, philately, kids, hobbies, investments, books, stocks, review |
| Country: | United States |
| State/Province: | California |
A family seeking financial independence as quickly as possible and smelling roses on the way. | |
on May 21, 2024
Daily Journal (DJCO) Portfolio has just four positions. All positions were reduced significantly this quarter. The portfolio value decreased from $185M to $177M this quarter. Daily Journal portfolio value decreased from $185M to $177M...
Li Lu’s 13F portfolio value increased from $2.06B to $2.26B this quarter.The portfolio remained steady during the quarter. Alphabet at ~38% of the portfolio is by far the largest position. Li Lu’s Himalaya Capital Management 13F P...
Wedgewood Partners’ 13F portfolio value increased from $475M to ~$500M this quarter. They increased UnitedHealth Group (UNH) while decreasing Meta Platforms (META). Their top five positions are at 40% of t...
Wallace Weitz's 13F portfolio value increased from $1.90B to $1.98B this quarter. Weitz Investment Management reduced Alphabet (GOOGL) and Meta Platforms (META) during the quarter. The top three positions are Berkshire Hat...
Glenview Capital Management’s 13F portfolio value increased from ~$4.7B to ~$5.72B this quarter. They increased Corteva (CTVA) and Universal Health Services (UHS) while reducing Tenet Healthcare (THC) and Cigna (CI). The top thre...
Jeff Smith’s 13F portfolio value increased from $4.81B to $4.84B this quarter.Starboard Value added Alight Inc. (ALIT) during the quarter. The largest three individual stock positions are GoDaddy (GDDY), Gen Digital (GEN), and Algonquin P...
Robert Vinall’s 13F portfolio value increased from $346M to $376M this quarter. They increased Carvana (CVNA) and PDD Holdings (PDD) while decreasing Credit Acceptance (CACC) and Wix.com (WIX) during the quarter. Meta Platforms (META) at...
