Robert Karr's 13F portfolio value increased from $389M to $498M this quarter. Joho Capital added Nextracker (NXT), Livent Corp (LVHM), Uber Technologies (UBER), Alphabet (GOOG), and NU Holdings (NU). The top three positions are Microsoft (MSFT...
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Glenn Greenberg’s 13F portfolio value increased from $3.23B to $3.78B this quarter. Brave Warrior Advisors increased Elevance Health (ELV) and United Rentals (URI) while reducing Lennar Corp (LEN) and AutoNation (AN). The largest three position...
Wallace Weitz's 13F portfolio value increased from $1.74B to $1.88B this quarter. Weitz Investment Management increased Danaher (DHR), Thermo Fisher Scientific (TMO), and Fidelity National Information Services (FIS) while decreasing Meta Platforms (...
Tracking Gardner Russo & Quinn Portfolio – Q2 2023 Update
on Aug 22, 2023
Gardner Russo & Quinn’s 13F portfolio value increased from $9.64B to $10.12B. Russo increased Netflix (NFLX) and JP Morgan Chase (JPM) while decreasing Compagnie Financiere Richemont (CFRUY) and Unilever (UN). The top three 13F stakes are Ber...
Michael Burry’s 13F portfolio value is at $1.74B this quarter as the nominal values of Puts purchased skewed the reported number. Scion Asset Management added 2M shares (nominal) in Puts against the SPDR S&P 500 Index ETF (SPY) and Invesco QQQ...
Nelson Peltz’s 13F portfolio value increased from $3.75B to $3.88B this quarter. The number of positions remained steady at 8. Trian Fund Management decreased Ferguson plc (FERG) and Wendy’s (WEN) while increasing Walt Disney (DIS). The top thr...
Jeff Smith’s 13F portfolio value decreased from $4.96B to $4.63B this quarter. Starboard Value added Algonquin Pwr Utils Corp (AQN) and Abcam plc (ABCM) while decreasing Salesforce.com (CRM), Rogers Corp (ROG), Willis Towers Watson (WTW), Papa J...
