One Family's Blog

Mick McGuire’s 13F portfolio value decreased from $924M to $454M this quarter.  Marcato Capital Management increased DXC Technology (DXC) while dropping Esterline Technologies (ESL) and Univar... [[ This is a content summary only. Visit my websit...

Baker Brothers’ 13F portfolio value decreased from $15.18B to $12.21B.  Amarin Corp plc (AMRN) and Acadia Pharma stakes were increased during the quarter.  The top-three positions are Seattle... [[ This is a content summary only. Visit my websit...

Thyra Zerhusen’s 13F portfolio value decreased from $3.89B to $2.91B this quarter.  Fairpointe Capital increased Wabtec (WAB) while decreasing Juniper Networks (JNPR) and Cooper Tire & Rubber... [[ This is a content summary only. Visit my web...

Leon Cooperman’s 13F portfolio value decreased from $2.31B to $1.02B this quarter.  Omega Advisors reduced United Continental (UAL) & AMC Networks (AMCX) while increasing CVS Health (CVS) &... [[ This is a content summary only. Visit my w...

Jeremey Grantham’s 13F portfolio value decreased from $14.76B to $12.52B this quarter.  GMO Capital increased 3M and Texas Instruments while reducing Qualcomm during the quarter.    The largest three... [[ This is a content summary only. Visit...

Robert & Jeffrey Bruce’s 13F portfolio value decreased ~9% from $516M to $470M this quarter.  Bruce Fund decreased General Motors (GM) during the quarter.  The largest three individual stock... [[ This is a content summary only. Visit my web...

The huge ~$22B portfolio has just 17 positions.  The largest position, Berkshire Hathaway is at a whopping ~53% of the portfolio.  This quarter saw a one-third reduction in the Microsoft Corporation... [[ This is a content summary only. Visit my w...