@John_K_Vincent ⚡️John Vincent ⚡️

⚡️John Vincent ⚡️ posts on X about $amzn, $msft, meta, $goog the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks cryptocurrencies technology brands finance exchanges automotive brands financial services social networks fashion brands luxury brands

Social topic influence $amzn #1293, $msft #801, meta, $goog, $meta, $googl, $tsm #183, $nvda, $ma, $aapl

Top accounts mentioned or mentioned by @julianklymochko @fidelity @charlesschwab @robinhoodapp @spacguru @insidearbitrage @mattlevine @billackman @jasondebolt @sawyermerritt @jm16jm16 @hedgeyecomm @kingtutspacs @altuspower @amitisinvesting @johnkonnayilvincent963237notec100139067 @johnkonnayilvincent963237notec100210247 @flemingstockpix @secscottbessent @sama

Top assets mentioned Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Metadium (META) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Mastercard, Inc. (MA) Apple, Inc. (AAPL) Berkshire Hathaway Inc Class B (BRK.B) UnitedHealth Group (UNH) Bitcoin (BTC) Berkshire Hathaway Inc. (BRK.A) Salesforce Inc (CRM) iShares BTC Trust (IBIT) Fidelity BTC Trust (FBTC) Capital One Financial Corp. (COF) Robinhood Markets, Inc. (HOOD) Mario Coin (COIN) Eli Lilly and Company (LLY) Charles Schwab Corporation (SCHW) Johnson & Johnson (JNJ) Danaher Corporation (DHR) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Strategy (MSTR) Decentral Games ICE (ICE) Basis Cash (BAC) Coupang, Inc. (CPNG) Broadcom, Inc. (AVGO) Alibaba Group (BABA) Wells Fargo & Co (WFC) Netflix Inc (NFLX) General Electric Company (GE) Merck & Co., Inc. (MRK) Elevance Health Inc (ELV) Spotify Technology (SPOT) Texas Instruments (TXN) Oracle Corporation (ORCL) American Express Company (AXP) KKR & Co, Inc. (KKR) Lam Research Corporation (LRCX) Philip Morris International Inc. (PM) Amerco (UHAL) US Bancorp (USB) Flutter Entertainment plc (FLUT) Adobe, Inc. (ADBE) DisChain (DIS) JPMorgan Chase (JPM) Dash (DASH) Moody's Corporation (MCO) CoStar Group, Inc. (CSGP) Cigna Corp (CI) Thermo Fisher Scientific Inc. (TMO) Booking Holdings Inc (BKNG) Canadian Pacific Railway (CP) Advanced Micro Devices (AMD) Oxygen (OXY) Coinbase Global Inc. (COIN) Deere & Company (DE) Applied Materials, Inc. (AMAT) Workday Inc (WDAY) Ferguson plc (FERG) Coca-Cola Co (KO) Bank of New York Mellon Corp (BK) Brookfield Corporation (BN) CBRE Group Inc (CBRE) Willis Towers Watson Public Limited Company Ordinary Shares (WTW) Procter & Gamble (PG) Teck Resources Limited (TECK) Jacobs Solutions Inc (J) Liberty Broadband Corporation Class C (LBRDK) Gartner Inc (IT) Accenture (ACN) Vistra, Corp. (VST) Novo-Nordisk (NVO) FedEx Corporation (FDX) CRH Public Limited Company (CRH) Energy Transfer, LP. (ET) Analog Devices, Inc. (ADI) Effect.AI (EFX) Sea Limited (SE) NuCypher (NU)

Top Social Posts

Top posts by engagements in the last [--] hours

"Robert & Jeffrey Bruce's Bruce Fund Portfolio - Q2 [----] 13F report Q/Q Comparison at #BruceFund #RobertBruce #JeffreyBruce #hedgefund #valueinvesting #AMERCO #NextEra #Allstate http://www.onefamilysblog.com/2019/10/tracking-robert-jeffrey-bruces-bruce.html http://www.onefamilysblog.com/2019/10/tracking-robert-jeffrey-bruces-bruce.html"
X Link 2019-10-15T18:22Z [---] followers, [--] engagements

"Dan Loeb's Third Point Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $TPRE $TPNTF $NSRGY $SNE $ESLOY $PCG $BABA $DIS $BAX $RTX #setninelone #upstart https://seekingalpha.com/article/4390955-tracking-dan-loebs-third-point-portfolio-q3-2020-update https://seekingalpha.com/article/4390955-tracking-dan-loebs-third-point-portfolio-q3-2020-update"
X Link 2020-11-23T12:42Z [---] followers, [--] engagements

"@JulianKlymochko $CENH - Looks like nothing was unredeemed - . The 2.2M share difference is the backstop at a net price of $4.50. https://www.sec.gov/Archives/edgar/data/1836935/000110465921111837/tm2126769d1_8k.htm https://www.sec.gov/Archives/edgar/data/1836935/000110465921111837/tm2126769d1_8k.htm"
X Link 2021-09-01T13:49Z [---] followers, [--] engagements

"@kingtutspacs @AltusPower Also let us not forget the $11 strike on the warrants as opposed to $11.50 for all others. $CBAH $CBAHW"
X Link 2021-11-18T20:31Z [---] followers, [--] engagements

"@JulianKlymochko Partly explains the carnage in SPAC wts nearing deadlines - the risk of zero in the case of liquidation is now real with $ZGYH and the lopsided issuance vs deals indicates such possibilities are no longer a theoretical risk - $BTAQ $PRPB $HPX $MLAC $XPOA $PSTH $PIAI $THCA"
X Link 2021-12-09T15:15Z [---] followers, [--] engagements

"Baker Brothers Portfolio - Q4 [----] 13F Report Q/Q Comparison @ #Hedge_Funds #Pharma $SGEN $BGNE $INCY $BMRN $ACAD $KOD $ASND https://seekingalpha.com/article/4498846-baker-brothers-portfolio-q4-2021-update https://seekingalpha.com/article/4498846-baker-brothers-portfolio-q4-2021-update"
X Link 2022-03-31T11:56Z [---] followers, [--] engagements

"Prem Watsa - Fairfax Financial's Q1 [----] 13F Report Q/Q Comparison @ #Hedge_funds #PremWatsa $FRFHF $ATCO $RFP $BB $KW $MU $GOOG $FFXDF $EGFEY https://seekingalpha.com/article/4518874-prem-watsas-fairfax-financial-holdings-portfolio-q1-2022-update https://seekingalpha.com/article/4518874-prem-watsas-fairfax-financial-holdings-portfolio-q1-2022-update"
X Link 2022-06-22T10:12Z [---] followers, [--] engagements

"Jeremy Grantham's GMO Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $GBMFX $QS $EEM $MSFT $AAPL $UNH $KO $GOOG $USB $WFC #Hedge_Funds #JeremyGrantham https://seekingalpha.com/article/4519371-jeremy-granthams-gmo-capital-portfolio-q1-2022-update https://seekingalpha.com/article/4519371-jeremy-granthams-gmo-capital-portfolio-q1-2022-update"
X Link 2022-06-22T10:16Z [---] followers, [--] engagements

"Tweedy Browne Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $TBGVX #Hedge_funds #TweedyBrowne $GOOG $BRK.B $JNJ $FMC $AZO $KOF https://seekingalpha.com/article/4520623-tweedy-browne-portfolio-q1-2022-update https://seekingalpha.com/article/4520623-tweedy-browne-portfolio-q1-2022-update"
X Link 2022-07-06T13:19Z [---] followers, [--] engagements

"Jeff Smith - Starboard Value Portfolio - Q1 [----] 13F Report Q/Q Comparison @ #JeffSmith #Hedge_funds $GDDY $HUN $ACM $WTW $NLOK $HUM $MRCY $LPSN https://seekingalpha.com/article/4521068-jeff-smiths-starboard-value-portfolio-q1-2022-update https://seekingalpha.com/article/4521068-jeff-smiths-starboard-value-portfolio-q1-2022-update"
X Link 2022-07-06T13:23Z [---] followers, [--] engagements

"Prem Watsa's Fairfax Financial Holdings Portfolio - Q2 [----] 13F Report Q/Q Comparison @ #Hedge_funds $FRFHF $FFXDF $EGFEY $ATCO $BB $RFP $KW https://seekingalpha.com/article/4542598-prem-watsas-fairfax-financial-holdings-portfolio-q2-2022-update https://seekingalpha.com/article/4542598-prem-watsas-fairfax-financial-holdings-portfolio-q2-2022-update"
X Link 2022-09-23T23:54Z [---] followers, [--] engagements

"Christopher Davis - Davis Selected Advisors' 13F Portfolio - Q1 [----] Update @ $NYVTX $META $WFC $COF $BRK $GOOG $AMAT $AMZN $BK $USB $JPM $VTRS https://seekingalpha.com/article/4602222-christopher-davis-davis-selected-advisers-13f-portfolio-q1-2023-update https://seekingalpha.com/article/4602222-christopher-davis-davis-selected-advisers-13f-portfolio-q1-2023-update"
X Link 2023-07-04T18:55Z [---] followers, [---] engagements

"Yacktman Asset Management's 13F Portfolio - Q1 [----] Update @ $YACKX $CNQ $MSFT $PEP $GOOG $PG $UHAL $BKNG $FOXA $SCHW $CTSH $RS $JNJ https://seekingalpha.com/article/4603405-yacktman-asset-management-portfolio-q1-2023-update https://seekingalpha.com/article/4603405-yacktman-asset-management-portfolio-q1-2023-update"
X Link 2023-07-04T18:58Z [---] followers, [---] engagements

"Akre Capital Management 13F Portfolio - Q1 [----] Update @ $AKREX $MA $MCO $AMT $V $ORLY $KKR $ROP $BN $CSGP $ADBE $DHR https://seekingalpha.com/article/4606665-tracking-akre-capital-management-portfolio-q1-2023-update https://seekingalpha.com/article/4606665-tracking-akre-capital-management-portfolio-q1-2023-update"
X Link 2023-07-04T19:12Z [---] followers, [---] engagements

"Tweedy Browne's 13F Portfolio - Q1 [----] Update @ $TBGVX $BRK $GOOG $JNJ $KOF $FMC $IONS $ALV $BRK $AZO $CSCO $FDX $WFC https://seekingalpha.com/article/4608484-tracking-tweedy-browne-portfolio-q1-2023-update https://seekingalpha.com/article/4608484-tracking-tweedy-browne-portfolio-q1-2023-update"
X Link 2023-07-04T19:30Z [---] followers, [---] engagements

"Bill Ackman - Pershing Square's 13F Portfolio - Q1 [----] Update @ $PSHZF $LOW $CMG $QSR $HLT $HHC $CP $GOOG https://seekingalpha.com/article/4610205-tracking-bill-ackmans-pershing-square-portfolio-q1-2023-update https://seekingalpha.com/article/4610205-tracking-bill-ackmans-pershing-square-portfolio-q1-2023-update"
X Link 2023-07-04T20:11Z [---] followers, [---] engagements

"Yacktman Asset Management Portfolio - Q2 [----] Report Q/Q Comparison @ $YACKX $CNQ $MSFT $GOOG $PEP $PG $FOXA $SCHW $CTSH $UHAL $RS $JNJ $NWSA $BKNG $PXD $STT $WFRD $BRK.B $INGR $OLN https://seekingalpha.com/article/4626413-yacktman-asset-management-portfolio-q2-2023-update https://seekingalpha.com/article/4626413-yacktman-asset-management-portfolio-q2-2023-update"
X Link 2023-08-11T12:18Z [---] followers, [---] engagements

"Christopher Davis' Davis Selected Advisers 13F Portfolio - Q2 [----] Report Q/Q Comparison @ $CFIMX $NYVTX $META $WFC $COF $AMZN $BRK.A $AMAT $VRTS $JPM $BK $OC $TECK $GOOG $USB $TXN $CI $INTC $MKL $CB https://seekingalpha.com/article/4627166-christopher-davis-davis-selected-advisers-13f-portfolio-q2-2023-update https://seekingalpha.com/article/4627166-christopher-davis-davis-selected-advisers-13f-portfolio-q2-2023-update"
X Link 2023-08-11T12:21Z [---] followers, [---] engagements

"Akre Capital Management Portfolio - Q2 [----] 13f report Q/Q Comparison @ $AKREX $CNSWF $LMGIF $TOITF $MA $MCO $AMT https://seekingalpha.com/article/4629450-akre-capital-management-portfolio-q2-2023-update https://seekingalpha.com/article/4629450-akre-capital-management-portfolio-q2-2023-update"
X Link 2023-08-23T00:56Z [---] followers, [---] engagements

"Jeremy Grantham's GMO Capital Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $GBMFX $QS $MSFT $META $UNH $GOOG $AAPL $AMZN https://seekingalpha.com/article/4630170-tracking-jeremy-granthams-gmo-capital-portfolio-q2-2023-update https://seekingalpha.com/article/4630170-tracking-jeremy-granthams-gmo-capital-portfolio-q2-2023-update"
X Link 2023-08-23T01:02Z [---] followers, [---] engagements

"Tweedy Browne Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $TBGVX $NSRGY $SAFRY $TTE $DEO $BAESY $BRK.A $GOOGL $JNJ $KOF $IONS $FMC $ALV $AZO $CSCO $FDX $WFC $UHAL $SEE https://seekingalpha.com/article/4632075-tracking-tweedy-browne-portfolio-q2-2023-update https://seekingalpha.com/article/4632075-tracking-tweedy-browne-portfolio-q2-2023-update"
X Link 2023-09-27T12:45Z [---] followers, [---] engagements

"Christopher Davis - Davis Selected Advisers' Q3 [----] 13F Report Q/Q Comparison @ $NYVTX $CFIMX $META $WFC $COF $BRK.A $AMZN $AMAT $VTRS $JPM $GOOG $TECK $BK $USB $OC $CI https://seekingalpha.com/article/4650202-christopher-davis-davis-selected-advisers-13f-portfolio-q3-2023-update https://seekingalpha.com/article/4650202-christopher-davis-davis-selected-advisers-13f-portfolio-q3-2023-update"
X Link 2023-11-10T20:57Z [---] followers, [---] engagements

"Seth Klarman - Baupost Group's Q3 [----] 13F Report Q/Q Comparison @ $LBTYK $LSXMK $VRTV $GOOG $FIS $WTW $VSAT $WBD $CRH $CLVT https://seekingalpha.com/article/4652539-seth-klarman-baupost-group-holdings-q3-2023-update https://seekingalpha.com/article/4652539-seth-klarman-baupost-group-holdings-q3-2023-update"
X Link 2023-11-17T11:01Z [---] followers, [---] engagements

"Jeremy Grantham - GMO Capital's Q3 [----] 13F Report Q/Q Comparison @ $GBMFX $QS $MSFT $UNH $GOOG $JNJ $META $AAPL $AMZN $ACN $EAF $CLNE $ORCL $LRCX $MRK https://seekingalpha.com/article/4653554-tracking-jeremy-granthams-gmo-capital-portfolio-q3-2023-update https://seekingalpha.com/article/4653554-tracking-jeremy-granthams-gmo-capital-portfolio-q3-2023-update"
X Link 2023-11-22T14:53Z [---] followers, [---] engagements

"Chuck Akre - Akre Capital Management's Q3 [----] 13F Report Q/Q Comparison @ $AKREX $MA $MCO $AMT $V $KKR $ORLY $ROP $BN $CSGP $DHR https://seekingalpha.com/article/4653987-tracking-akre-capital-management-portfolio-q3-2023-update https://seekingalpha.com/article/4653987-tracking-akre-capital-management-portfolio-q3-2023-update"
X Link 2023-11-24T22:48Z [---] followers, [---] engagements

"Larry Robbins Glenview Capital Management Portfolio Q3 [----] 13F Report Q/Q Comparison @ $CI $SPY $THC $UHS $GPN $DXC https://www.onefamilysblog.com/2023/11/tracking-larry-robbins-glenview-capital.html https://www.onefamilysblog.com/2023/11/tracking-larry-robbins-glenview-capital.html"
X Link 2023-11-27T01:09Z [---] followers, [---] engagements

"Bruce Berkowitz - Fairholme Fund Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $FAIRX $FOCIX $FAAFX $FNMA $FMCC $JOE $EPD $BRK.B https://seekingalpha.com/article/4657344-tracking-bruce-berkowitz-fairholme-portfolio-q3-2023-update https://seekingalpha.com/article/4657344-tracking-bruce-berkowitz-fairholme-portfolio-q3-2023-update"
X Link 2023-12-12T11:35Z [---] followers, [---] engagements

"William Nygren - Oakmark - Harris Associates Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $OAKMX $OAKIX $LYG $BNPQF $BENZF $ISNPY $BAYRY $FSNUY $CTTAF $PPRUF $PUK $CSCO $GOOG $CHTR $COF $ICE $FI $KKR $COP $IQV $CNHI $BAC $AIG $AMZN $GM $CBRE $SCHW $EOG https://seekingalpha.com/article/4659577-tracking-william-nygrens-harris-associates-portfolio-q3-2023-update https://seekingalpha.com/article/4659577-tracking-william-nygrens-harris-associates-portfolio-q3-2023-update"
X Link 2023-12-26T12:10Z [---] followers, [---] engagements

"Donald Yacktman - Yacktman Asset Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $YACKX $YAFFX $YASSX $BOIVF $SSNLF $CNQ $MSFT $GOOGL $UHAL $SCHW $PEP $NWSA $CTSH $PG $RS $FOX $STT $PXD $BRK.B $INGR $JNJ $FANG $OLN $EOG $BOK $BK https://seekingalpha.com/article/4667233-tracking-yacktman-asset-management-portfolio-q4-2023-update https://seekingalpha.com/article/4667233-tracking-yacktman-asset-management-portfolio-q4-2023-update"
X Link 2024-02-10T15:24Z [---] followers, [---] engagements

"Chuck Akre - Akre Capital Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $AKREX $MCO $MA $AMT $KKR $ORLY $V $ROP $BN $CSGP $DHR $KMX $BAM $DBRG $SBAC $GSHD $BRK.B $VRSK $DLTR https://seekingalpha.com/article/4669489-akre-capital-management-portfolio-q4-2023-update https://seekingalpha.com/article/4669489-akre-capital-management-portfolio-q4-2023-update"
X Link 2024-02-12T12:11Z [---] followers, [---] engagements

"Christopher Davis - Davis Selected Advisors Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $NYVTX $CFIMX $WFC $COF $META $AMZN $BRK.A $BRK.B $AMAT $JPM $VTRS $USB $BK $GOOG $TECK $CI $MGM $INTC $TXN $MKL $OC $DGX $CB $AGCO https://seekingalpha.com/article/4669632-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q4-2023-update https://seekingalpha.com/article/4669632-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q4-2023-update"
X Link 2024-02-13T12:26Z [---] followers, [---] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $GBMFX $QLTY $QS $MSFT $UNH $GOOGL $META $JNJ $AAPL $AMZN $ACN $TXN $LRCX $KO $ORCL https://seekingalpha.com/article/4671528-jeremy-grantham-gmo-capital-portfolio-q4-2023-update https://seekingalpha.com/article/4671528-jeremy-grantham-gmo-capital-portfolio-q4-2023-update"
X Link 2024-02-20T22:02Z [---] followers, [---] engagements

"Tweedy Browne Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $TBGVX $BRK.A $GOOG $FMC $JNJ $IONS $KOF $ALV $BRK.B $WFC $UHAL $FDX $SEE $AZO $TFC $VRTX $NWLI $DEO $AXP https://seekingalpha.com/article/4671749-tracking-tweedy-browne-portfolio-q4-2023-update https://seekingalpha.com/article/4671749-tracking-tweedy-browne-portfolio-q4-2023-update"
X Link 2024-02-21T15:32Z [---] followers, [---] engagements

"Bruce Berkowitz - Fairholme Fund Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $FAIRX $FOCIX $FNMA $FNMAS $FMCC $FMCKJ $JOE $IPMLF $EPD $BRK.B $WRB $OZK $BRK.A $AAPL $HOMB https://seekingalpha.com/article/4678773-bruce-berkowitz-fairholme-portfolio-q4-2023-update https://seekingalpha.com/article/4678773-bruce-berkowitz-fairholme-portfolio-q4-2023-update"
X Link 2024-03-19T00:50Z [---] followers, [---] engagements

"$NUVB $NUVBWS - AnHeart acquisition - the consideration warrants looks very similar to CVRs issued in biotech transactions that are designed to pay up based on timely drug approval - EOY [----] approval projection and wts expiry 2/2026 - https://www.businesswire.com/news/home/20240325982081/en/ https://www.businesswire.com/news/home/20240325982081/en/"
X Link 2024-03-27T18:57Z [---] followers, [--] engagements

"Yacktman Asset Management Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $YACKX $YAFFX $YASSX $BOIVF $CNQ $MSFT $GOOG $UHAL $SCHW $PEP $PG $NWSA $CTSH $RS $FOX $FANG $BRK.B $STT $INGR $OLN $JNJ $COP $EOG $BK $DIS $ELV $NOC $TSN $DVN $KO $EBAY $LMT $WFC https://seekingalpha.com/article/4688883-yacktman-asset-management-portfolio-q1-2024-update https://seekingalpha.com/article/4688883-yacktman-asset-management-portfolio-q1-2024-update"
X Link 2024-05-05T21:59Z [---] followers, [---] engagements

"Christopher Davis - Davis Selected Advisers Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $NYVTX $CFIMX $META $COF $WFC $BRK.A $AMZN $AMAT $HUM $VTRS $JPM $USB $BK $GOOG $MGM $TECK $CI $MKL $TXN $OC $CB $DGX $INTC $AXP $AGCO $IAC $DAR $JD $MSFT $CPNG https://seekingalpha.com/article/4692931-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q1-2024-update https://seekingalpha.com/article/4692931-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q1-2024-update"
X Link 2024-05-16T13:00Z [---] followers, [---] engagements

"Tweedy Browne Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $TBGVX $BRK.A $GOOG $JNJ $FMC $IONS $KOF $ALV $WFC $FDX $UHAL $AZO $SEE $TFC $VRTX $NXP $NWLI $DEO $NVST $BAC $BK $CNHI $CSCO $USB $CNXC https://seekingalpha.com/article/4693379-tweedy-browne-portfolio-q1-2024-update https://seekingalpha.com/article/4693379-tweedy-browne-portfolio-q1-2024-update"
X Link 2024-05-16T13:04Z [---] followers, [---] engagements

"Chuck Akre - Akre Capital Management Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $AKREX $CNSWF $TOITF $CCCS $UBER $MA $MCO $KKR $AMT $ORLY $V $ROP $BN $CSGP $DHR $KMX $DBRG $SBAC $GSHD $BRK.B $VRSK $BAM $DLTR https://seekingalpha.com/article/4694021-akre-capital-management-portfolio-q1-2024-update https://seekingalpha.com/article/4694021-akre-capital-management-portfolio-q1-2024-update"
X Link 2024-05-17T12:40Z [---] followers, [---] engagements

"Mario Gabelli - Gabelli Funds Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $GAMI $GGN $GNT $GAB $GDV $GUT $GGT $GLU $GRX $MSFT $MA $LEN.B $AME $AXP $GOOG $NEE $NVDA $GATX $GPC $NFG $DE $RSG $AMZN $META $MLI $SONY $CR $NEM $BRK.A $ORLY $LLY $BK $TXT $SWX https://seekingalpha.com/article/4694896-mario-gabellis-gabelli-funds-13f-portfolio-q1-2024-update https://seekingalpha.com/article/4694896-mario-gabellis-gabelli-funds-13f-portfolio-q1-2024-update"
X Link 2024-05-22T16:39Z [---] followers, [---] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $QLTY $GBMFX $QS $MSFT $GOOG $META $UNH $AAPL $JNJ $AMZN $LRCX $ORCL $KO $TXN $ACN $ELV $MRK $ABT $CRM $ISRG $LLY $TJX $WFC $USB $KLAC $V $OTIS $CI $STZ $GE $AXP $DGX $DAR $STLA https://seekingalpha.com/article/4695130-tracking-jeremy-granthams-gmo-capital-portfolio-q1-2024-update https://seekingalpha.com/article/4695130-tracking-jeremy-granthams-gmo-capital-portfolio-q1-2024-update"
X Link 2024-05-24T13:25Z [---] followers, [---] engagements

"Bruce Berkowitz - Fairholme Capital Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $FAIRX $FAAFX $FOCIX $FNMA $FMCC $FNMAS $FMCKP $JOE $EPD $BRK.B $OZK $BRK.A $WRB $AAPL https://seekingalpha.com/article/4698980-tracking-bruce-berkowitzs-fairholme-portfolio-q1-2024-update https://seekingalpha.com/article/4698980-tracking-bruce-berkowitzs-fairholme-portfolio-q1-2024-update"
X Link 2024-06-13T10:49Z [---] followers, [---] engagements

"William Nygren - Harris Associates Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $OAKMX $OAKIX $GOOGL $IQV $COF $FI $ICE $BAC $CNHI $CHTR $COP $AIG $SCHW $GM $CBRE $KR $CNC $DE $WFC $PSX $WTW $KKR $EOG $CRM $WBD $AXP $AMZN $CMCS $C $ALLY $FCNCA $CTVA https://seekingalpha.com/article/4700591-tracking-william-nygrens-harris-associates-portfolio-q1-2024-update https://seekingalpha.com/article/4700591-tracking-william-nygrens-harris-associates-portfolio-q1-2024-update"
X Link 2024-06-25T13:11Z [---] followers, [---] engagements

"@amitisinvesting $HOOD $SCHW - took advantage of the 1% match once before. But I tried again just before the 6/28 deadline but that failed - the money was in $SWVXX as Schwab took away the auto-sweeps a while ago (nefarious IMO) - that may have been the issue but it is still rather disingenuous"
X Link 2024-06-29T18:21Z [---] followers, [---] engagements

"@CharlesSchwab - no automatic cash sweep and this is what I get when I try to roll cash to $SWVXX manually - "Page/Feature is temporarily unavailable". This is just unacceptable service to me"
X Link 2024-07-16T19:53Z [---] followers, [--] engagements

"Donald Yacktman - Yacktman Asset Management Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $YACKX $YAFFX $YASSX $CNQ $MSFT $GOOGL $SCHW $UHAL $PEP $PG $NWSA $FOX $CTSH $FANG $RS $BRK.B $INGR $STT $EOG $JNJ $BK $COP $ELV $OLN $TSN $KO $NOC $DIS $EBAY $KVUE https://seekingalpha.com/article/4710382-tracking-yacktman-asset-management-portfolio-q2-2024-update https://seekingalpha.com/article/4710382-tracking-yacktman-asset-management-portfolio-q2-2024-update"
X Link 2024-08-05T09:32Z [---] followers, [---] engagements

"Christopher Davis - Davis Selected Advisers Portfolio Q2 [----] 13F Report Q/Q Comparison @ $NYVTX $CFIMX $META $COF $BRK.A $AMZN $AMAT $WFC $HUM $GOOG $VTRS $USB $TECK $MGM $CI $TXN $MKL $BK $OC $INTC $JPM $DGX $CB $SOLV $TSN $IAC $CPNG $MSFT $JD $DAR $AXP https://seekingalpha.com/article/4711883-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q2-2024-update https://seekingalpha.com/article/4711883-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q2-2024-update"
X Link 2024-08-08T11:07Z [---] followers, [---] engagements

"Tracking Tweedy Browne Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $TBGVX $TTE $BAESF $SAFRY $NSRGY $RHHBY $UOVEY $NVS $DOE $HKHHF $BRK.A $GOOG $FMC $JNJ $IONS $CNH $KOF $WFC $ALV $FDX $UHAL $AZO $NVST $SEE $TFC $VRTX $AXP $NWLI $BAC $BK $CSCO $CNXC https://seekingalpha.com/article/4714221-tracking-tweedy-browne-portfolio-q2-2024-update https://seekingalpha.com/article/4714221-tracking-tweedy-browne-portfolio-q2-2024-update"
X Link 2024-08-14T11:49Z [---] followers, [---] engagements

"Mario Gabelli - Gabelli Funds Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $GGN $GNT $GAB $GDV $GUT $GGT $GLU $GRX $GCV $NVDA $NFG $AMZN $META $MSFT $MA $LEN.B $AME $AXP $NEE $GATX $RSG $GPC $NEM $CR $DE $KKR $MLI $SONY $LLY $AAPL $BK $BKR.A $ORLY $JPM https://seekingalpha.com/article/4715052-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q2-2024-update https://seekingalpha.com/article/4715052-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q2-2024-update"
X Link 2024-08-16T10:22Z [---] followers, [---] engagements

"Michael Burry - Scion Asset Management Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $BABA $BIDU $JD $REAL https://www.onefamilysblog.com/2024/08/tracking-michael-burrys-scion-asset.html https://www.onefamilysblog.com/2024/08/tracking-michael-burrys-scion-asset.html"
X Link 2024-08-21T00:52Z [---] followers, [---] engagements

"Chuck Akre - Akre Capital Management Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $AKREX $CNSWF $TOITF $ABNB $UBER $BAM $DLTR $BN $CSGP $CCCS $GSHD $SOPH $SBAC $MA $MCO $KKR $AMT $ORLY $ROP $KMX $DBRG $BRK.B $VRSK $V $DHR https://seekingalpha.com/article/4716047-tracking-akre-capital-management-portfolio-q2-2024-update https://seekingalpha.com/article/4716047-tracking-akre-capital-management-portfolio-q2-2024-update"
X Link 2024-08-21T10:19Z [---] followers, [---] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $GBMFX $QLTY $QS $TMO $PR $MSFT $AAPL $META $UNH $JNJ $LRCX $ORCL $TXN $KO $ELV $MRK $ISRG $ACN $ABT $TJX $WFC $CRM $USB $STZ $CI $GOOG $AMZN $LLY $AXP $STLA $RUN $GE $HLT $KLAC https://seekingalpha.com/article/4716621-tracking-jeremy-granthams-gmo-capital-portfolio-q2-2024-update https://seekingalpha.com/article/4716621-tracking-jeremy-granthams-gmo-capital-portfolio-q2-2024-update"
X Link 2024-08-23T10:27Z [---] followers, [---] engagements

"Stanley Druckenmiller - Duquesne Family Office Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $PM $MAA $CPT $FLUT $MELI $GEV $SWTX $ADBE $CPNG $MSFT $TECK $FLEX $NWS $NVDA $VST $WWD $IWM $VRT $GE $LLY $COHR $NTRA $STX $KMI $OPCH $DAKT $YPF $CRESY $GGAL https://seekingalpha.com/article/4718038-tracking-stanley-druckenmillers-duquesne-family-office-portfolio-q2-2024-update https://seekingalpha.com/article/4718038-tracking-stanley-druckenmillers-duquesne-family-office-portfolio-q2-2024-update"
X Link 2024-08-30T10:04Z [---] followers, [---] engagements

"David Einhorn - Greenlight Capital Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $GLRE $PTON $CPRI $IAC $FCNCA $NPWR $AER $KVUE $HPQ $PENN $ODP $VTRS $ROIV $BHF $KD $ALIT $THC $TECK $GLD $GPK $LIVN $WFRD $GRBK $CEIX $DHT $LBTYA $COYA $PPA $SDRL $XAR https://seekingalpha.com/article/4719114-tracking-david-einhorns-greenlight-capital-portfolio-q2-2024-update https://seekingalpha.com/article/4719114-tracking-david-einhorns-greenlight-capital-portfolio-q2-2024-update"
X Link 2024-09-05T09:38Z [---] followers, [----] engagements

"Bruce Berkowitz - Fairholme Holdings Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $FAIRX $FOCIX $FNMAS $FMCKP $JOE $BRK.A $BRK.B $EPD $OZK $WRB $AAPL https://seekingalpha.com/article/4721460-tracking-bruce-berkowitzs-fairholme-portfolio-q2-2024-update https://seekingalpha.com/article/4721460-tracking-bruce-berkowitzs-fairholme-portfolio-q2-2024-update"
X Link 2024-09-17T13:14Z [---] followers, [---] engagements

"Donald Yacktman - Yacktman Asset Management Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $YACKX $CNQ $MSFT $UHAL $FOX $PG $BOIVF $SSNLF $K $TLN $KVUE $PEP $CTSH $GOOGL $SCHW $NWSA $BRK.A $STT $RS $INGR $JNJ $FANG $EOG $BK $NOC $LMT $YAFFX $YASSX $OLN https://seekingalpha.com/article/4732654-tracking-yacktman-asset-management-portfolio-q3-2024-update https://seekingalpha.com/article/4732654-tracking-yacktman-asset-management-portfolio-q3-2024-update"
X Link 2024-11-04T12:05Z [---] followers, [---] engagements

"Christopher Davis - Davis Selected Advisers Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $NYVTX $CFIMX $META $COF $BRK.A $AMAT $WFC $AMZN $MGM $HUM $VTRS $USB $GOOGL $TECK $CI $TXN $MKL $BK $OC $DGX $SOLV $CB $INTC $JPM $TCOM $AGCO $TSN $COP $CPNG $IAC https://seekingalpha.com/article/4735298-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q3-2024-update https://seekingalpha.com/article/4735298-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q3-2024-update"
X Link 2024-11-10T14:49Z [---] followers, [---] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $QLTY $GBMFX $QS $MSFT $AAPL $META $GOOGL $ORCL $JNJ $UNH $TXN $ELV $KO $ABT $V $ACN $ISRG $MRK $TJX $AMZN $LRCX $CRM $USB $WFC $OTIS $CI $STZ $KLAC $LLY $HLT $DGX $TMO $RUN $DAR https://seekingalpha.com/article/4737107-tracking-jeremy-granthams-gmo-capital-portfolio-q3-2024-update https://seekingalpha.com/article/4737107-tracking-jeremy-granthams-gmo-capital-portfolio-q3-2024-update"
X Link 2024-11-14T12:24Z [---] followers, [---] engagements

"1) Russia/Ukraine ceasefire - Long $CEE: The Eastern Europe focused CEF had 75% exposure to Russia as of 10/2022 which were marked to zero following the invasion - Rerating the marks should result in an immediate spike. Trades at 15% premium to NAV after recent runup. $CEE"
X Link 2024-11-15T20:34Z [---] followers, [---] engagements

"Mario Gabelli - Gabelli Fund Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $GAMI $GGN $KKR $MSGS $TXT $MSFT $LEN $MA $NEE $AXP $AME $NVDA $NEM $NFG $GATX $RSG $CR $MLI $SONY $DE $AMZN $GPC $BK $META $AAPL $LLY $BRK.A $ORLY $GOOGL $JPM $DEO $HRI $SWX $CNH https://seekingalpha.com/article/4738254-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q3-2024-update https://seekingalpha.com/article/4738254-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q3-2024-update"
X Link 2024-11-18T11:49Z [---] followers, [---] engagements

"Jeff Smith - Starboard Value Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $ADSK $GDDY $GEN $NWS $CRM $MTCH $AQN $ALIT $WIX $ACTG $IWN $FTRE $BLMN $ROG $HUM $GDOT $ACM $MRCY https://www.onefamilysblog.com/2024/11/tracking-jeff-smiths-starboard-value.html https://www.onefamilysblog.com/2024/11/tracking-jeff-smiths-starboard-value.html"
X Link 2024-11-24T16:40Z [---] followers, [---] engagements

"BIll Gates - Bill & Melinda Gates Foundation Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $MSFT $BRK.B $WM $CNI $CAT $DE $ECL $WMT $FDX $KOF $WCN $CPNG $CCI $SCDR $MSGS $BUD $DHR $UPS $PCAR $KHZ $HRL $ONON $VLTO $VRM https://www.onefamilysblog.com/2024/11/tracking-bill-melinda-gates-foundation.html https://www.onefamilysblog.com/2024/11/tracking-bill-melinda-gates-foundation.html"
X Link 2024-11-24T17:08Z [---] followers, [---] engagements

"Michael Burry - Scion Asset Management Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $BABA $BIDU $JD $REAL https://www.onefamilysblog.com/2024/11/tracking-michael-burrys-scion-asset.html https://www.onefamilysblog.com/2024/11/tracking-michael-burrys-scion-asset.html"
X Link 2024-11-24T17:09Z [---] followers, [---] engagements

"Chase Coleman - Tiger Global Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $FLUT $SHW $UBER $DXCM $META $MSFT $GOOG $APO $SE $UNH $AMZN $NVDA $TTWO $LLY $TSM $NOW $WDAY $CPAY $GRAB $AVGO $QCOM $DASH $LRCX $CRWd $NU $FWONK $AMAT $NVO $PCOR $ESTC $DDOG $ZI https://seekingalpha.com/article/4742196-tracking-chase-colemans-tiger-global-portfolio-q3-2024-update https://seekingalpha.com/article/4742196-tracking-chase-colemans-tiger-global-portfolio-q3-2024-update"
X Link 2024-12-05T13:52Z [---] followers, [----] engagements

"David Einhorn - Greenlight Capital Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $GLRE $CNH $GRBK $CEIX $BHF $HPQ $KD $PENN $LBTYA $ALIT $VTRS $ROIV $TECK $GLD $DHT $THC $COP $CPRI $PTO $IAC $LIVN $GPK $SDRL $PPA $XAR $WFRD https://seekingalpha.com/article/4742498-tracking-david-einhorns-greenlight-capital-portfolio-q3-2024-update https://seekingalpha.com/article/4742498-tracking-david-einhorns-greenlight-capital-portfolio-q3-2024-update"
X Link 2024-12-08T05:46Z [---] followers, [---] engagements

"Carl Icahn's Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $IEP $CTRI $CVI $SWX $IFF $BHC $UAN $DAN $AEP $JBLU $CZR $BLCO $SD $ILMN $VKSC $FNMA $FMCC https://seekingalpha.com/article/4742947-tracking-carl-icahns-13f-report-q3-2024-update https://seekingalpha.com/article/4742947-tracking-carl-icahns-13f-report-q3-2024-update"
X Link 2024-12-09T12:22Z [---] followers, [---] engagements

"George Soros - Soros Fund Management Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $SW $AZN $BABA $AER $GFL $JD $LBRDK $GOOGL $AXNX $OKTA $J $ULS $CRH $SATS $AMZN $UBER $GPN $CRM $SYF $DHI $INSM $MRK $ACN $BKNG $CHX $COST $CBOE $AAPL $VAC $PDD $RIVN https://seekingalpha.com/article/4743132-tracking-george-soross-13f-portfolio-q3-2024-update https://seekingalpha.com/article/4743132-tracking-george-soross-13f-portfolio-q3-2024-update"
X Link 2024-12-10T15:36Z [---] followers, [---] engagements

"Baker Brothers Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $BGNE $INCY $ACAD $SMMT $INSM $MDGL $RVMD $RYTM $KYMR $BCYC $EWTX $REPL $ALKS $DNLI $RARE $NRIX $TRDA $IMTX $ABCL $KNSA $IGMS $ARGX $STOK $IMCR $KOD https://seekingalpha.com/article/4743741-tracking-baker-brothers-portfolio-q3-2024-update https://seekingalpha.com/article/4743741-tracking-baker-brothers-portfolio-q3-2024-update"
X Link 2024-12-12T18:59Z [---] followers, [----] engagements

"David Tepper - Appaloosa Management Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $BABA $PDD $AMZN $MSFT $META $GOOGL $JD $ORCL $LYFT $AMD $FXI $VST $BIDU $QCOM $KWEB $ET $MU $UBER $ADBE $FDX $UNH $NRG $CZR $LRCX $LVS $WYNN $NVDA $TSM $EQT $ASML $INTC https://seekingalpha.com/article/4743746-tracking-david-teppers-appaloosa-management-portfolio-q3-2024-update https://seekingalpha.com/article/4743746-tracking-david-teppers-appaloosa-management-portfolio-q3-2024-update"
X Link 2024-12-12T19:03Z [---] followers, [----] engagements

"John Rogers - Ariel Investments Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $ARGFX $CAAPX $SAEF $JLL $LAZ $GNRC $MSGE $MAT $MHK $AMG $FAF $SPHR $CHKP $NTRS $NVST $CG $KMT $ADT $BYD $PBH $SJM $BOKF $MSGS $GNTX $REZI $CLB $RCL $IPG $CRL $ATGE $AXTA $MIDD https://seekingalpha.com/article/4744945-john-rogers-ariel-investments-portfolio-q3-2024-update https://seekingalpha.com/article/4744945-john-rogers-ariel-investments-portfolio-q3-2024-update"
X Link 2024-12-18T13:53Z [---] followers, [---] engagements

"Bruce Berkowitz - Fairholme Fund Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $FAIRX $FOCIX $FNMA $FMCC $FNMAS $FMCKP $IPMLF $JOE $EPD $OZK $BKR.B $WRB $BRK.A $AAPL https://seekingalpha.com/article/4745198-tracking-bruce-berkowitzs-fairholme-portfolio-q3-2024-update https://seekingalpha.com/article/4745198-tracking-bruce-berkowitzs-fairholme-portfolio-q3-2024-update"
X Link 2024-12-19T21:19Z [---] followers, [---] engagements

"John Paulson - Paulson & Company Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $MDGL $PPTA $BSIG $BHC $NG $AEM $THM $SA $THRY $EQX $IAG $TMQ $AU $FBTC $IBIT $ETHE $FNMA $FMCC $FNMAS $FMCKP https://seekingalpha.com/article/4745474-tracking-john-paulsons-paulson-and-company-portfolio-q3-2024-update https://seekingalpha.com/article/4745474-tracking-john-paulsons-paulson-and-company-portfolio-q3-2024-update"
X Link 2024-12-20T23:43Z [---] followers, [----] engagements

"William Nygren - Harris Associates Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $OAKMX $OAKIX $GOOG $FI $IQV $COF $ICE $DE $CNC $SCHW $CBRE $CHTR $CNH $AIG $GM $BAC $COP $CRM $KR $PSX $FCNCA $WFC $WTW $C $CMCSA $EOG $CTVA $WBD $ALLY $KVUE $BK $AMZN $STT https://seekingalpha.com/article/4746144-tracking-william-nygrens-harris-associates-portfolio-q3-2024-update https://seekingalpha.com/article/4746144-tracking-william-nygrens-harris-associates-portfolio-q3-2024-update"
X Link 2024-12-24T16:33Z [---] followers, [---] engagements

"For people dabbling in preferred and noticing the sizable premium for more liquidity and vice-versa among the different Fannie/Freddie pfds here are a few links that explains the differences between them: $FNMA $FMCC $FNMAS $FMCKJ 🧵1 of 4"
X Link 2025-02-05T20:08Z [---] followers, [----] engagements

"Freddie pfd tickers & links: $FMCCG $FMCCH $FMCCI $FMCCJ $FMCCK $FMCCL $FMCCM $FMCCN $FMCCO $FMCCP $FMCCQ $FMCCS $FMCCT $FMCKI $FMCKJ $FMCKK $FMCKL $FMCKM $FMCKN $FMCKO $FMCKP $FREGP $FREJP Summary Info @ Prospectus @ 🧵3 of [--] https://www.freddiemac.com/investors/preferred-stock https://www.quantumonline.com/ParentCoSearch.cfmtickersymbol=FMCC https://www.freddiemac.com/investors/preferred-stock https://www.quantumonline.com/ParentCoSearch.cfmtickersymbol=FMCC"
X Link 2025-02-05T20:08Z [---] followers, [---] engagements

"Yacktman Asset Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $YACKX $YAFFX $YASSX $BOIVF $SSNLF $EOG $COP $FANG $CNQ $MSFT $FOX $UHAL $PG $SCHW $GOOG $PEP $CTSH $NWSA $STT $RS $INGR $BRK.B $JNJ $KVUE https://seekingalpha.com/article/4753680-tracking-yacktman-asset-management-portfolio-q4-2024-update https://seekingalpha.com/article/4753680-tracking-yacktman-asset-management-portfolio-q4-2024-update"
X Link 2025-02-06T00:40Z [---] followers, [---] engagements

"Chris Davis - Davis Selected Advisers Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $NYVTX $CFIMX $COF $META $BRK.A $BRK.B $AMZN $VTRS $AMAT $GOOG $MGM $USB $MKL $WFC $HUM $CVS $TECK $TXN $CI $DGX $SOLV $OC $CB $TCOM $AGCO $TSN $BK $JPM $COP $CPNG $IAC https://seekingalpha.com/article/4756388-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q4-2024-update https://seekingalpha.com/article/4756388-tracking-christopher-davis-davis-selected-advisers-13f-portfolio-q4-2024-update"
X Link 2025-02-11T00:53Z [---] followers, [---] engagements

"Tweedy Browne Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $COPY $TBGVX $SAFRY $RHHBY $NSRGY $UOVEY $TTE $HKHHF $BAESF $DBSDF $ZURVY $BRK.A $CNH $JNJ $GOOG $FMC $IONS $KOF $WFC $ALV $FDX $UHAL $NVST $TFC $AXP $AZO $SEE $BAC $DEO $VRTX $BK $USB $CSCO https://seekingalpha.com/article/4757686-tracking-tweedy-browne-portfolio-q4-2024-update https://seekingalpha.com/article/4757686-tracking-tweedy-browne-portfolio-q4-2024-update"
X Link 2025-02-13T16:09Z [---] followers, [---] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $GBMFX $QLTY $QS $MSFT $AAPL $GOOGL $META $UNH $ORCL $V $JNJ $ABT $TXN $ACN $CRM $ELV $AMZN $USB $MFK $WFC $KO $LRCX $TMO $ISRG $STZ $HLT $OTIS $TJX $CI $KLAC $DGX $LLY $PR $DAR https://seekingalpha.com/article/4758288-tracking-jeremy-granthams-gmo-capital-portfolio-q4-2024-update https://seekingalpha.com/article/4758288-tracking-jeremy-granthams-gmo-capital-portfolio-q4-2024-update"
X Link 2025-02-14T14:38Z [---] followers, [---] engagements

"Seth Klarman - Baupost Group Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $LBTYK $WTW $GOOG $WCC $CRH $FERG $QSR $CLVT $EXP $DG $VSAT $DGS $SNRE $SOLV $HUM $HLF $GPC $LBRDK $FIS $FTRE $J https://seekingalpha.com/article/4759844-tracking-seth-klarmans-baupost-group-holdings-q4-2024-update https://seekingalpha.com/article/4759844-tracking-seth-klarmans-baupost-group-holdings-q4-2024-update"
X Link 2025-02-20T21:46Z [---] followers, [---] engagements

"Ray Dalio - Bridgewater Associates Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $GOOGL $NVDA $META $MSFT $VST $AMD $CEG $AMZN $PYPL $V $MCK $LRCX $CRM $CI $APP $EXPE $BKNG $AAPL $AVGO $T $MRK $HCA $MO $QCOM $WMT $FI $PDD $JNJ $PG $COST $KLAC $XOM $CCJ https://seekingalpha.com/article/4760491-tracking-ray-dalios-bridgewater-associates-13f-portfolio-q4-2024-update https://seekingalpha.com/article/4760491-tracking-ray-dalios-bridgewater-associates-13f-portfolio-q4-2024-update"
X Link 2025-02-21T10:22Z [---] followers, [---] engagements

"Mario Gabelli - Gabelli Fund Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $GAMI $GGN $GNT $GAB $GDV $GUT $GGT $GLU $GRX $GCV $MSFT $MA $GOOG $NVDA $AME $AXP $KKR $NEE $LEN $GATX $NFG $AMZN $SONY $MLI $RSG $BK $AAPL $DE $CR $META $NEM $GPC https://seekingalpha.com/article/4761156-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q4-2024-update https://seekingalpha.com/article/4761156-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q4-2024-update"
X Link 2025-02-24T11:27Z [---] followers, [---] engagements

"Kahn Brothers Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $C $MRK $DIS $BMY $BP $FLG $GSK $AGO $OGN $BAYRY $SEB $PFE $PTEN $IDT $GNE $NYCB https://www.onefamilysblog.com/2025/02/tracking-kahn-brothers-portfolio-q4.html https://www.onefamilysblog.com/2025/02/tracking-kahn-brothers-portfolio-q4.html"
X Link 2025-02-24T20:48Z [---] followers, [---] engagements

"ValueAct Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $CRM $DIS $NSIT $RBLX $EXPD $TOST $FWONK $LYV $META $V $AMZN https://www.onefamilysblog.com/2025/02/tracking-valueact-portfolio-q4-2024.html https://www.onefamilysblog.com/2025/02/tracking-valueact-portfolio-q4-2024.html"
X Link 2025-02-24T20:50Z [---] followers, [---] engagements

"Bill & Melinda Gates - Gates Foundation Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $MSFT $BRK.B $WM $CNI $CAT $DE $ECL $WMT $FDX $KOF $WCN $CPNG $SCDR $MSGS $CCI $PCAR $MCD $UPS $DHR $BUD $KHZ https://www.onefamilysblog.com/2025/02/tracking-bill-melinda-gates-foundation.html https://www.onefamilysblog.com/2025/02/tracking-bill-melinda-gates-foundation.html"
X Link 2025-02-24T21:13Z [---] followers, [---] engagements

"Michael Burry - Scion Asset Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $BABA $BIDU $HCA $JD $EL $OSH $PDD $VFC https://www.onefamilysblog.com/2025/02/tracking-michael-burrys-scion-asset.html https://www.onefamilysblog.com/2025/02/tracking-michael-burrys-scion-asset.html"
X Link 2025-02-24T21:15Z [---] followers, [---] engagements

"Polen Capital Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $AMZN $MSFT $GOOG $V $MA $SHOP $ORCL $NOW $AAPL $NFLX $ABT $ADBE $TMO $ACN $MSCI $ZTS $WDAY $ABNB $LLY $PCOM $UNH $NVO $CSGP $IT https://www.onefamilysblog.com/2025/02/tracking-polen-capital-managements-13f.html https://www.onefamilysblog.com/2025/02/tracking-polen-capital-managements-13f.html"
X Link 2025-02-24T21:27Z [---] followers, [---] engagements

"David Einhorn - Greenlight Capital Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $GLRE $CNC $GRBK $CEIX $BHF $KD $CNH $PENN $PTON $VTRS $HPQ $ROIV $LBTYA $GLD $DHT $CPRI $TECK $WFRD $SDRL $GPK $ALIT $IAC $PPA $LIVN $XAR $THC $ODP $SNRE $CNR https://seekingalpha.com/article/4764234-tracking-david-einhorns-greenlight-capital-portfolio-q4-2024-update https://seekingalpha.com/article/4764234-tracking-david-einhorns-greenlight-capital-portfolio-q4-2024-update"
X Link 2025-03-04T12:51Z [---] followers, [---] engagements

"Fannie/Freddie Saga - Part [--] - Portfolio Fit: Asymmetric Risk/Reward Sizing and Account Considerations @ $FNMA $FNMAS $FMCC $FMCKP $AGNC $DX #Fannie #Freddie https://diyabsolutereturns.substack.com/p/fanniefreddie-saga-part-15 https://diyabsolutereturns.substack.com/p/fanniefreddie-saga-part-15"
X Link 2025-03-12T20:39Z [---] followers, [---] engagements

"Fannie/Freddie Preferreds Volume vs Price Arbitrage Opportunity Note @ $FNMAS $FMCKJ $FNMAT $FMCKO $FNMAH $FNMAJ $FMCCP $FNMFN $FMCKM $FNMAN $FNMAP $FMCKI $FMCKL $FNMAL $FNMAO $FNMAG $FNMAI $FMCKN $FMCKP $FMCKK $FMCCT $FMCCM $FMCCS $FMCCI $FMCCH $FMCCL https://substack.com/@johnkonnayilvincent963237/note/c-100139067 https://substack.com/@johnkonnayilvincent963237/note/c-100139067"
X Link 2025-03-13T11:15Z [---] followers, [---] engagements

"Fannie/Freddie Preferreds - upside over par Note @ $FNMAS $FMCKJ $FNMAT $FMCKO $FNMAH $FNMAJ $FMCCP $FNMFN $FMCKM $FNMAN $FNMAP $FMCKI $FMCKL $FNMAL $FNMAO $FNMAG $FNMAI $FMCKN $FMCKP $FMCKK $FMCCT $FMCCM $FMCCS $FMCCI $FMCCH $FMCCL https://substack.com/@johnkonnayilvincent963237/note/c-100210247 https://substack.com/@johnkonnayilvincent963237/note/c-100210247"
X Link 2025-03-13T16:01Z [---] followers, [---] engagements

"Ron Baron - BAMCO Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $TSLA $IT $ACGL $CSGP $MSCI $FDS $GWRE $MTN $H $IDXX $KNSL $CHH $SCHW $RRR $ANSS $PRI $MORN $SPOT $NVDA $GLPI $VRSK $MTD $IRDM $VRT $TECH $EQIX $SHOP $DAY $MSFT $AMZN $SITE $FIGS $TTD $BFAM https://seekingalpha.com/article/4767443-tracking-ron-barons-bamco-portfolio-q4-2024-update https://seekingalpha.com/article/4767443-tracking-ron-barons-bamco-portfolio-q4-2024-update"
X Link 2025-03-14T12:13Z [---] followers, [---] engagements

"Bruce Berkowitz - Fairholme Fund Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $FAIRX $FOCIX $IPMLF $FNMA $FMCC $FNMAS $FMCKP $JOE $ET $OXY $EOG $EPD $OZK $BRK.A $BRK.B $WRB $AAPL $FNMAG $FNMAH $FNMAI $FNMAJ $FNMAK $FNMAL $FNMAM $FNMAN $FNMAO $FNMAP https://seekingalpha.com/article/4768607-bruce-berkowitz-fairholme-portfolio-q4-2024-update https://seekingalpha.com/article/4768607-bruce-berkowitz-fairholme-portfolio-q4-2024-update"
X Link 2025-03-19T11:13Z [---] followers, [---] engagements

"William Nygren - Harris Associates - Oakmark Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $OAKMX $OAKIX $OAKM $BNPQF $PPRUY $FSNUY $CTTAF $BAYRY $ABNB $ELV $GOOG $IQV $COF $DE $SCHW $ICE $FI $AIG $GM $CNC $CHTR $COP $CBRE $FCNCA $PSX $BAC $CNH $KR $C https://seekingalpha.com/article/4769822-tracking-william-nygrens-harris-associates-portfolio-q4-2024-update https://seekingalpha.com/article/4769822-tracking-william-nygrens-harris-associates-portfolio-q4-2024-update"
X Link 2025-03-24T12:15Z [---] followers, [---] engagements

"Chris Hohn - TCI Fund Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $GE $MCO $MSFT $V $SPGI $GOOG $CP $CNI $FER https://seekingalpha.com/article/4770120-tracking-chris-hohns-tci-fund-management-13f-portfolio-q4-2024-update https://seekingalpha.com/article/4770120-tracking-chris-hohns-tci-fund-management-13f-portfolio-q4-2024-update"
X Link 2025-03-25T12:18Z [---] followers, [---] engagements

"Stephen Mandel - Lone Pine Capital Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $LLY $COF $FLUT $CIFR $UNH $BKNG $GEV $META $PM $INTU $SBUX $TLN $AMZN $TSM $VST $MSFT $LPLA $KKR $CRM $PTC $SPOT $WDAY $CEG $APP $XYZ $ASML $ARES $LEN $BTDR $HUT $HWM $IREN https://seekingalpha.com/article/4770389-lone-pine-capital-portfolio-q4-2024-update https://seekingalpha.com/article/4770389-lone-pine-capital-portfolio-q4-2024-update"
X Link 2025-03-26T12:59Z [---] followers, [---] engagements

"Leon Cooperman - Omega Advisors Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $COOP $ET $VRT $APO $WSC $GOOGL $MIR $LAD $ASH $ELV $KBR $RRX $FI $LVS $FIHL $CI $MP $MSI $MANU $MSFT $STKL $EPD $SE $ABR $FOA $ADT $GCI $VOO $OMF $DTM https://seekingalpha.com/article/4770716-tracking-leon-coopermans-omega-advisors-portfolio-q4-2024-update https://seekingalpha.com/article/4770716-tracking-leon-coopermans-omega-advisors-portfolio-q4-2024-update"
X Link 2025-03-27T12:06Z [---] followers, [---] engagements

"Cliff Asness - AQR Capital Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $AQRIX $AAPL $NVDA $MSFT $AMZN $GOOGL $META $AVGO $ZM $GE $CME $MRK $MCK $JNJ $LLY $WMT $CNC $CMCSA $TSLA $PGR $BKNG $T $FTNT $BRK.B $CI https://seekingalpha.com/article/4771080-cliff-asness-aqr-capital-management-13f-portfolio-q4-2024-update https://seekingalpha.com/article/4771080-cliff-asness-aqr-capital-management-13f-portfolio-q4-2024-update"
X Link 2025-03-28T12:59Z [---] followers, [---] engagements

"William Von Mueffling - Cantillon Capital Management Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $AVGO $SPGI $V $GOOGL $CBRE $ICE $IBKR $FLUT $AON $MSFT $TSM $ADI $TMO $AMAT $BLK $EFX $CME $AMT $UBER $LYV $A $FAST $SSNC $IQV $FERG $ADBE $YUM $ECL $TME https://seekingalpha.com/article/4785413-tracking-william-von-muefflings-cantillon-capital-management-portfolio-q1-2025-update https://seekingalpha.com/article/4785413-tracking-william-von-muefflings-cantillon-capital-management-portfolio-q1-2025-update"
X Link 2025-05-12T13:56Z [---] followers, [---] engagements

"Chuck Akre and John Neff - Akre Capital Management Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $AKREX $MA $ORLY $MCO $V $KKR $BN $ROP $CSGP $AMT $DHR $ABNB $CCCS $GSHD $KMX $BRK.B $SOPH $VRSK $DBRG https://seekingalpha.com/article/4786878-tracking-akre-capital-management-portfolio-q1-2025-update https://seekingalpha.com/article/4786878-tracking-akre-capital-management-portfolio-q1-2025-update"
X Link 2025-05-15T12:33Z [---] followers, [---] engagements

"Nuvation Bio Warrants: A High-Conviction Asymmetric Bet - Deep dive into a warrant play with 20-cent downside and multi-bagger potential by [----] - PODCAST @ $NUVB $NUVB.WS https://open.substack.com/pub/diyabsolutereturns/p/nuvation-bio-warrants-nuvbws-a-highr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/nuvation-bio-warrants-nuvbws-a-highr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-05-15T20:18Z [---] followers, [---] engagements

"Tweedy Browne Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $TBGVX $COPY $SAFRY $RHHBY $NSRGY $UOVEY $TTE $BRK.B $CNH $KOF $GOOG $IONS $JNJ $WFC $ALV $UHAL $FDX $NVST $TFC $AZN $AXP $VRTX $BAC $SEE $DEO $BK $FMC $NVS $USB $HKHHF $BAESF $DBSDF $ZURVY https://seekingalpha.com/article/4788646-tracking-tweedy-browne-portfolio-q1-2025-update https://seekingalpha.com/article/4788646-tracking-tweedy-browne-portfolio-q1-2025-update"
X Link 2025-05-21T11:35Z [---] followers, [---] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $GBMFX $BCHI $GMOI $QLTI $GMOV $QLTY $UBER $MSFT $AAPL $GOOG $META $UNH $JNJ $ABT $V $ELV $ORCL $TXN $ACN $TMO $CRM $USB $AMZN $LRCX $WFC $MRK $OTIS $KO $ISRG $CI $STZ $TJX $LLY https://seekingalpha.com/article/4789006-tracking-jeremy-granthams-gmo-capital-portfolio-q1-2025-update https://seekingalpha.com/article/4789006-tracking-jeremy-granthams-gmo-capital-portfolio-q1-2025-update"
X Link 2025-05-22T11:42Z [---] followers, [---] engagements

"Ray Dalio - Bridgewater Associates Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $ALLW $BABA $GOOGL $BKNG $NVDA $MSFT $CRM $FI $AMZN $META $WFC $V $PYPL $ADBE $AMD $AAPL $PDD $MO $BIDU $VST $FTNT $CEG $GEV $CMCSA $NOW $CI $QCOM $AVGO $EXPE $HCA $PANW $C https://seekingalpha.com/article/4791057-tracking-ray-dalios-bridgewater-associates-13f-portfolio-q1-2025-update https://seekingalpha.com/article/4791057-tracking-ray-dalios-bridgewater-associates-13f-portfolio-q1-2025-update"
X Link 2025-05-30T12:42Z [---] followers, [---] engagements

"Mario Gabelli - Gabelli Funds Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $GAMI $GGN $GNT $GAB $GDV $GUT $GGT $GLU $GRX $GCV $NEM $KKR $OKE $MA $MSFT $NFG $AME $SONY $GATX $RSG $AXP $NEE $NVDA $BK $LEN $DE $MLI $AMZN $CR $BRK.A $ORLY $AAPL $META $JPM https://seekingalpha.com/article/4791556-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q1-2025-update https://seekingalpha.com/article/4791556-tracking-mario-gabellis-gabelli-funds-13f-portfolio-q1-2025-update"
X Link 2025-06-02T13:18Z [---] followers, [---] engagements

"Carl Icahn's Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $IEP $CVI $SWX $UAN $IFF $BHC $DAN $JBLU $AEP $CZR $SD $BLCO $CTRI $ILMN $VKSC $FNMA $FMCC $FNMAS $FMCKP https://seekingalpha.com/article/4792805-tracking-carl-icahns-13f-report-q1-2025-update https://seekingalpha.com/article/4792805-tracking-carl-icahns-13f-report-q1-2025-update"
X Link 2025-06-06T14:00Z [---] followers, [---] engagements

"Saudi Sovereign Wealth Fund Portfolio - Q1 [----] 13F Report Q/Q Comparison @ #Saudi $UBER $LCID $EA $TTWO $ARM $AMZN $CRM $LIND $SBUX $CMI $MSFT $META $AMD $ADBE $PYPL $APD $V $BKNG $BABA $PDD $PLD $NVDA $DASH $PINS $FDX $GOOGL https://seekingalpha.com/article/4793598-saudi-sovereign-wealth-fund-13f-portfolio-q1-2025-update https://seekingalpha.com/article/4793598-saudi-sovereign-wealth-fund-13f-portfolio-q1-2025-update"
X Link 2025-06-10T09:42Z [---] followers, [---] engagements

"George Soros - Soros Fund Management Portfolio - Q1 [----] 13F Report Q/Q Comp @ #GeorgeSoros $SW $FSLR $AZN $GFL $AER $FLUT $CRM $AAPL $AEP $LBRDK $ETR $AMZN $GOOG $GS $TKO $ULS $UBER $ACN $CRH $SYF $JD $BABA $AJG $J #Soros #FamilyOffice #SuperInvestor https://seekingalpha.com/article/4794219-tracking-george-soross-13f-portfolio-q1-2025-update https://seekingalpha.com/article/4794219-tracking-george-soross-13f-portfolio-q1-2025-update"
X Link 2025-06-12T09:57Z [---] followers, [---] engagements

"Nuvation Bio: Time to Pivot to Common Shares - Navigating Post-Approval Dynamics @ $NUVB $NUVB.WS https://open.substack.com/pub/diyabsolutereturns/p/nuvation-bio-time-to-pivot-to-commonr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/nuvation-bio-time-to-pivot-to-commonr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-15T20:27Z [---] followers, [---] engagements

"Cliff Asness - AQR Capital Management Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $AQRIX $AAPL $NVDA $MSFT $AMZN $GOOG $META $JNJ $CME $GE $BKNG $MRK $CNC $MCK $GM $ADBE $VRSN $ANET $BRK.B $FTNT $AVGO $CMCSA $ZM $T $LLY $WMT $PGR $TSLA https://seekingalpha.com/article/4795278-cliff-asness-aqr-capital-management-13f-portfolio-q1-2025-update https://seekingalpha.com/article/4795278-cliff-asness-aqr-capital-management-13f-portfolio-q1-2025-update"
X Link 2025-06-17T12:31Z [---] followers, [---] engagements

"Baker Brothers Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $ONC $INCY $ACAD $MDGL $INSM $SMMT $RYTM $RVMD $KYMR $ALKS $EWTX $REPL $IMVT $BCYC $IMCR $KNSA $ABCL $RARE $DNLI $KOD $NRIX $ARGX $TRDA $IMTX $STOK $CRSP $ALGS $CADL $CELC $CERS $HOOK $PRLD https://seekingalpha.com/article/4795562-tracking-baker-brothers-portfolio-q1-2025-update https://seekingalpha.com/article/4795562-tracking-baker-brothers-portfolio-q1-2025-update"
X Link 2025-06-18T13:41Z [---] followers, [----] engagements

"Bruce Berkowitz - Fairholme Fund Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $FAIRX $FOCIX $JOE $FNMA $FMCC $FNMAS $FMCKP $IPMLF $FANG $CNR $EPD $OZK $BRK.B $BRK.A $WRB $ET $OXY $AAPL $EOG https://seekingalpha.com/article/4795827-tracking-bruce-berkowitzs-fairholme-portfolio-q1-2025-update https://seekingalpha.com/article/4795827-tracking-bruce-berkowitzs-fairholme-portfolio-q1-2025-update"
X Link 2025-06-19T12:02Z [---] followers, [---] engagements

"David Einhorn - Greenlight Capital Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $GLRE $GRBK $DLTR $CNR $BHF $KD $PENN $CNH $HPQ $TECK $CPRI $LBTYA $ROIV $VTRS $GLD $SDRL $CNC $GLPG $PTON $GPK $WFRD $DHT $COYA $ALIT https://seekingalpha.com/article/4796419-tracking-david-einhorns-greenlight-capital-portfolio-q1-2025-update https://seekingalpha.com/article/4796419-tracking-david-einhorns-greenlight-capital-portfolio-q1-2025-update"
X Link 2025-06-23T12:36Z [---] followers, [---] engagements

"Superinvestor Signals: U-Haul Holdings (UHAL) (UHAL.B) - An Underappreciated Moving Giant @ $UHAL $UHAL.B #SuperinvestorSignals https://open.substack.com/pub/diyabsolutereturns/p/superinvestor-signals-u-haul-holdingsr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/superinvestor-signals-u-haul-holdingsr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-06-26T17:34Z [---] followers, [---] engagements

"Leon Cooperman - Omega Advisors Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $SUN $ADT $ET $VRT $ASH $KBR $RRX $FIHL $FOA $GCI $MANU $MSI $OSF $STKL $ABR $COOP $APO $ELV $WSC $MIR $GOOG $LAD $MP $FI $CI $LVS $MSFT $EPD $SE $VOO #Cooperman #Omega #Hedge https://seekingalpha.com/article/4798453-tracking-leon-coopermans-omega-advisors-portfolio-q1-2025-update https://seekingalpha.com/article/4798453-tracking-leon-coopermans-omega-advisors-portfolio-q1-2025-update"
X Link 2025-07-01T11:48Z [---] followers, [---] engagements

"@RobinhoodApp any near-term plans to add support for OTC and preferred stocks - my interest is primarily w.r.t. Fannie/Freddie common & preferred and also Strategy Preferred - $STRK $STRF $STRD $STRC $FNMA $FNMAS $FMCC $FMCKP"
X Link 2025-07-30T17:25Z [---] followers, [---] engagements

"Cathie Wood - ARK Invest Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $ARKK $ARKQ $ARKW $ARKG $ARKF $ARKX $ARKB $CRCL $PATH $TSLA $COIN $HOOD $ROKU $RBLX $SHOP $PLTR $CRSP $TEM $AMD $ACHR $AMZN $TWST $META $SQ $KTOS $TER $DKNG $RXRX $NVDA $TSM $GTLB $GH https://seekingalpha.com/article/4810688-tracking-cathie-woods-ark-invest-13f-portfolio-q2-2025-update https://seekingalpha.com/article/4810688-tracking-cathie-woods-ark-invest-13f-portfolio-q2-2025-update"
X Link 2025-08-08T09:58Z [---] followers, [----] engagements

"David Abrams - Abrams Capital Management Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $CRCL $CTLP $LOAR $LAD $ABG $SGI $CPNG $GOOGL $META $WTW $UHAL $ET $NUVB $UHAL.B https://seekingalpha.com/article/4812861-tracking-david-abrams-abrams-capital-management-portfolio-q2-2025-update https://seekingalpha.com/article/4812861-tracking-david-abrams-abrams-capital-management-portfolio-q2-2025-update"
X Link 2025-08-13T02:14Z [---] followers, [---] engagements

"Bullish IPO today - 20x over-subscribed with final pricing at $37 per share compared to a range of $28 to $31 prior to roadshow - - another Figma/Circle in the making - $CRCL $FIG $BLSH https://news.bloomberglaw.com/business-and-practice/crypto-firm-bullish-raises-1-1-billion-in-ipo-priced-over-range https://news.bloomberglaw.com/business-and-practice/crypto-firm-bullish-raises-1-1-billion-in-ipo-priced-over-range"
X Link 2025-08-13T09:36Z [---] followers, [---] engagements

"Given near-ZIRP future variable pfds with no mins are over-priced compared to fixed pfds assuming they won't all convert at par - their dividends will be near zero and so should trade at a vast discount to par post release. $FNMA $FMCC $FNMAS $FMCKP $FMCCL $FNMAP $FNMAO $FMCCI"
X Link 2025-08-13T09:57Z [---] followers, [----] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $GBMFX $QLTI $QLTY $GMOV $GMOI $BCHI $TW $MSFT $META $GOOG $ORCL $AAPL $ABT $JNJ $TXN $LRCX $V $AVGO $CRM $ELV $ACN $AMZN $TMO $USB $WFC $UNH $STZ $ISRG $HLT $MRK $CI $UBER $KLAC $KO $TJX $LLY $DGX $OTIS https://seekingalpha.com/article/4815466-tracking-jeremy-granthams-gmo-capital-portfolio-q2-2025-update https://seekingalpha.com/article/4815466-tracking-jeremy-granthams-gmo-capital-portfolio-q2-2025-update https://seekingalpha.com/article/4815466-tracking-jeremy-granthams-gmo-capital-portfolio-q2-2025-update"
X Link 2025-08-21T18:59Z [---] followers, [---] engagements

"Ray Dalio - Bridgewater Associates Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $ALLW $BABA $PDD $BIDU $NVDA $GOOG $MSFT $META $CRM $BKNG $GEV $JNJ $UBER $FTNT $AVGO $PANW $CMCSA $WFC $ADBE $AMZN $AMD $PYPL $V $MO $SPORT $FI $CI $NOW $CHTR $DASH $BTI $LRCX $VST $HCA $MET $PINS $EXPE $T $C $BMY $QCOM $AAPL $CEG https://seekingalpha.com/article/4815859-tracking-ray-dalios-bridgewater-associates-13f-portfolio-q2-2025-update https://seekingalpha.com/article/4815859-tracking-ray-dalios-bridgewater-associates-13f-portfolio-q2-2025-update"
X Link 2025-08-22T17:43Z [---] followers, [---] engagements

"Fannie/Freddie Saga - Part 17: Time to Scale into More Common Shares @ $FNMAS $FMCKJ $FNMAT $FMCKO $FNMAH $FNMAJ $FMCCP $FNMFN $FMCKM $FNMAN $FNMAP $FMCKI $FMCKL $FNMAL $FNMAO $FNMAG $FNMAI $FMCKN $FMCKP $FMCKK $FMCCI $FMCCH $FMCCL $FNMA $FMCC #fanniegate https://open.substack.com/pub/diyabsolutereturns/p/fanniefreddie-saga-part-17r=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/fanniefreddie-saga-part-17r=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-08-30T16:28Z [---] followers, [---] engagements

"Bill Ackman - Pershing Square Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $PSHZF $FNMA $FMCC $FNMAS $FMCKP $UMGNF $AMZN $CP $BN $GOOG $HLT $HTZ $PK $HGV $UBER $QSR $HHH $BRK.A $CMG $SEG https://seekingalpha.com/article/4818353-tracking-bill-ackmans-pershing-square-13f-portfolio-q2-2025-update https://seekingalpha.com/article/4818353-tracking-bill-ackmans-pershing-square-13f-portfolio-q2-2025-update"
X Link 2025-09-02T01:11Z [---] followers, [----] engagements

"Stanley Druckenmiller - Duquesne Family Office Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $ENTG $MSFT $WBD $C $QSR $SE $NU $U $SWTX $AMZN $ASND $COF $TEVA $INSM $TSM $FLUT $DOCU $ROKU $LLY $EQT $DAKT $NTRA $WWD $PM $CPNG $COHR $CZR $MELI $VRNA $YPF $CCCS $KMI $DAL $BCS $BMA $FCX $GGAL $PCX $STX $UAL $TWLO $WAB $CRESY $IRS $EDN https://seekingalpha.com/article/4818718-tracking-stanley-druckenmillers-duquesne-family-office-portfolio-q2-2025-update https://seekingalpha.com/article/4818718-tracking-stanley-druckenmillers-duquesne-family-office-portfolio-q2-2025-update"
X Link 2025-09-03T09:49Z [---] followers, [---] engagements

"Fannie/Freddie Saga - Part 18: The Bill Ackman Thesis Explained Why Treasury Should Deem the Senior Preferred Paid @ $FNMAS $FMCKJ $FNMAT $FMCKO $FNMAH $FNMAJ $FMCCP $FNMFN $FMCKM $FNMAN $FNMAP $FMCKI $FMCKL $FNMAL $FNMAO $FNMAG $FNMAI $FMCKN $FMCKP $FMCKK $FMCCI $FMCCH $FMCCL $FNMA $FMCC #fanniegate https://open.substack.com/pub/diyabsolutereturns/p/fanniefeddie-saga-part-18r=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://twitter.com/i/web/status/1964433807282754000"
X Link 2025-09-06T21:01Z [---] followers, [---] engagements

"@flemingstockpix @BillAckman @SecScottBessent Above PAR projections are unrealistic - almost all have call provisions - $FNMAS & $FMCKJ are exceptions - can be called only every [--] years from [----] & [----] respectively - next window is 12/2025 for $FNMAS & 12/2027 for $FMCKJ"
X Link 2025-09-07T18:21Z [---] followers, [---] engagements

"Fannie/Freddie Saga: The $350B Illusion - Exercising the Senior Preferreds isn't a win - PODCAST @ $FNMA $FMCC #fanniegate $FNMAS $FMCKJ $FNMAT $FMCKO $FNMAH $FNMAJ $FMCCP $FNMFN $FMCKM $FNMAN $FNMAP $FMCKI $FMCKL $FNMAL $FNMAO $FNMAG $FNMAI $FMCKN $FMCKP $FMCKK $FMCCI $FMCCH $FMCCL https://open.substack.com/pub/diyabsolutereturns/p/the-350-billion-fanniefreddie-illusionr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/the-350-billion-fanniefreddie-illusionr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-09-07T18:36Z [---] followers, [----] engagements

"Carl Icahn's Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $IEP $FNMA $FMCC $FNMAS $FMCKJ $VKSC $DAN $ILMN $CVI $UAN $CTRI $SWX $IFF $BHC $JBLU $AEP $CZR $SD $BLCO https://seekingalpha.com/article/4820308-tracking-carl-icahns-13f-report-q2-2025-update https://seekingalpha.com/article/4820308-tracking-carl-icahns-13f-report-q2-2025-update"
X Link 2025-09-08T09:20Z [---] followers, [---] engagements

"Baker Brothers Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $INCY $ACAD $SMMT $MDGL $RVMD $KYMR $ALKS $EWTX $INSM $ARGX $ONC $RYTM $REPL $ABCL $IMVT $BCYC $IMCR $KOD $DNLI $GRAL $NRIX $STOK $CELC $IMTX $KNSA $RARE $ALGS $CADL $CERS $TRDA $HOOK $KALA $GLUE $NGNE $OPT $PRLD $SGMT $SERA $TCRX $VTVT https://seekingalpha.com/article/4823126-tracking-baker-brothers-portfolio-q2-2025-update https://seekingalpha.com/article/4823126-tracking-baker-brothers-portfolio-q2-2025-update https://seekingalpha.com/article/4823126-tracking-baker-brothers-portfolio-q2-2025-update"
X Link 2025-09-16T00:45Z [---] followers, [---] engagements

"Bruce Berkowitz - Fairholme Capital Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $FAIRX $FOCIX $JOE $FNMA $FMCC $FNMAS $FMCKJ $IPMLF $OZK $OXY $BRK.A $BRK.B $EPD $WRB $ET $AAPL $CNR $FANG $EOG https://seekingalpha.com/article/4823530-tracking-bruce-berkowitzs-fairholme-portfolio-q2-2025-update https://seekingalpha.com/article/4823530-tracking-bruce-berkowitzs-fairholme-portfolio-q2-2025-update"
X Link 2025-09-17T01:11Z [---] followers, [---] engagements

"Cliff Asness - AQR Capital Management Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $AQRIX $NVDA $MSFT $AAPL $AMZN $GOOG $AVGO $META $RBLX $VRSN $ANET $SNOW $GE $BKNG $JNJ $MRK $GM $CME $ADBE $DASH $FTNT $PNC $MCK $ZM $BRK.B $CNC $T $CMCSA https://seekingalpha.com/article/4824667-tracking-cliff-asness-aqr-capital-management-13f-portfolio-q2-2025-update https://seekingalpha.com/article/4824667-tracking-cliff-asness-aqr-capital-management-13f-portfolio-q2-2025-update"
X Link 2025-09-22T01:44Z [---] followers, [---] engagements

"John Paulson - Paulson & Company Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $FNMA $FMCC $FNMAS $FMCKP $GOOG $JNPR $PPTA $BHC $MDGL $AAMI $NG $AEM $THM $THRY $HON $SA $IAG $EQX $TMQ $ETHA $IBIT https://seekingalpha.com/article/4825305-tracking-john-paulsons-paulson-and-company-portfolio-q2-2025-update https://seekingalpha.com/article/4825305-tracking-john-paulsons-paulson-and-company-portfolio-q2-2025-update"
X Link 2025-09-24T02:53Z [---] followers, [----] engagements

"Ole Andreas Halvorsen - Viking Global Investors Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $DIS $APD $PNC $XYZ $COF $JPM $MCD $AMZN $FTV $TMUS $BMRN $PM $CSX $ROST $BAC $SCHW $USB $TSM $BBIO $FLUT $APG $NVDA $V $CVNA $META $TIC $UNH $INTU $NFLX $CB $ICE $DASH $ALL $DB $AMT $CCL $COR $DHI $RRX $DNA $INBX $NAMS $ORIC $PEPG $PHVS $SAIA $SION $LAB $TRVI https://seekingalpha.com/article/4825675-tracking-ole-andreas-halvorsens-viking-global-portfolio-q2-2025-update https://seekingalpha.com/article/4825675-tracking-ole-andreas-halvorsens-viking-global-portfolio-q2-2025-update"
X Link 2025-09-25T10:24Z [---] followers, [---] engagements

"The commons have the upside but the narrative that there will be an institional ownership spike in early October based on delaying 13F disclosure is wrong as $FNMA & $FMCC are NOT 13F securities - OTC stocks are not 13F securities. $FNMAS $FMCKJ"
X Link 2025-10-01T18:38Z [---] followers, [----] engagements

"Exactly what I called out in May - business entities working against Admin agenda - $FNMA $FMCC $FNMAS $FMCKP Business Entities and Individuals Against Privatization: Several entities and individuals have expressed concerns about the negative impacts of privatization. They largely presents their stance as Consumer Advocacy. But it is important to note the largely hidden economic incentives that drive them: Banks and Credit Rating Agencies: These institutions benefit from the stability provided by Fannie and Freddies government backing which ensures low borrowing costs and high liquidity."
X Link 2025-10-18T12:50Z [---] followers, [----] engagements

"The "confusion" peddled is based on the $1 PAR value mentioned or the Senior Preferred Liquidation preference - . Junior Preferred Redemption is $25 or $50 per share - https://www.fanniemae.com/media/26081/display https://www.fhfa.gov/sites/default/files/2023-03/third-amend-fre-stock-certificate-as-amended_09-30-2019.pdf https://www.fanniemae.com/media/26081/display https://www.fhfa.gov/sites/default/files/2023-03/third-amend-fre-stock-certificate-as-amended_09-30-2019.pdf https://www.fanniemae.com/media/26081/display"
X Link 2025-10-19T23:41Z [---] followers, [--] engagements

"Superinvestor Signals: SiriusXM (SIRI) - The Melting Ice Cube That Berkshire Keeps Buying @ $SIRI $BRK.A $BRK.B https://open.substack.com/pub/diyabsolutereturns/p/superinvestor-signals-siriusxmr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/superinvestor-signals-siriusxmr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-20T16:13Z [---] followers, [---] engagements

"Baillie Gifford Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $NVDA $MELI $SE $AMZN $SPOT $SHOP $CPNG $NET $APP $NTFX $PDD $NU $META $RBLX $MSFT $DASH $RACE $DDOG $IOT $TDD $RDDT $TEAM $ALNY $ISRG $DXCM $ELF $DUOL $MA $XYZ $JOBY https://seekingalpha.com/article/4836786-tracking-baillie-giffords-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4836786-tracking-baillie-giffords-13f-portfolio-q3-2025-update"
X Link 2025-11-03T17:53Z [---] followers, [---] engagements

"@jasondebolt @SawyerMerritt @CharlesSchwab The idea is that retail power can make them loose Schwab accounts of all $TSLA shareholders who wants them to Vote for the management recommendations - not just $TSLA AUM"
X Link 2025-11-04T00:14Z [---] followers, [--] engagements

"@jasondebolt @SawyerMerritt @CharlesSchwab My primary brokerage is with Schwab although I do not have $TSLA shares in that account. But I certainly will move my account if Schwab does not vote for management recommendations"
X Link 2025-11-04T00:19Z [---] followers, [--] engagements

"@sama LLM works well for gaslighting and will be less obvious if you take out the apostrophes - "But that's super different than loan guarantees to OpenAI and we hope that's clear.""
X Link 2025-11-08T01:11Z [---] followers, [--] engagements

"Al Gore - Generation IM Portfolio - Q3 [----] 13F Portfolio Q/Q Comparison @ $CRM $MSFT $DHR $MELI $SCHW $A $GOOG $WDAY $STE $EFX $TRMB $TMO $NTNX $V $CRM $ACN $AMZN $BDX $ADI $WST $SNPS $TTAN $IDXX $MCO $HTHT $FRSH $JLL $NKE $IT $TOST $VEEV $RELY $SOPH $TXN https://seekingalpha.com/article/4841658-al-gore-generation-investment-management-portfolio-q3-2025-update https://seekingalpha.com/article/4841658-al-gore-generation-investment-management-portfolio-q3-2025-update"
X Link 2025-11-11T12:42Z [---] followers, [--] engagements

"Cathie Wood - ARK Invest Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $ARKK $ARKQ $ARKW $ARKG $ARKF $ARKX $ARKB $BMNR $SLMT $BLSH $TSLA $COIN $ROKU $PLTR $RBLX $HOOD $SHOP $CRSP $TEM $AMD $CRCL $TER $KTOS $ACHR $BEAM $AMZN $META $NVDA $TSM $NTLA $XYZ https://seekingalpha.com/article/4842884-tracking-cathie-woods-ark-invest-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4842884-tracking-cathie-woods-ark-invest-13f-portfolio-q3-2025-update"
X Link 2025-11-13T11:48Z [---] followers, [---] engagements

"Ken Fisher - Fisher Asset Management Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $NVDA $AAPL $MSFT $GOOGL $AMZN $GS $TSM $JPM $META $CAT $ASML $AVGO $WMT $HD $MS $SAP $RTX $XOM $LLY $C $CVX $SONY $AXP $COST $BAC $ORCL $V $UBS $FCX $MA $NFLX $BP $BLK https://seekingalpha.com/article/4843586-tracking-ken-fishers-fisher-asset-management-portfolio-q3-2025-update https://seekingalpha.com/article/4843586-tracking-ken-fishers-fisher-asset-management-portfolio-q3-2025-update"
X Link 2025-11-14T13:39Z [---] followers, [---] engagements

"Warren Buffett - Berkshire Hathaway Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $BRK.A $BRK.B $BYDDY $ITOCF $MSBHF $MITSF $GOOGL $AAPL $AXP $BAC $KO $CVX $OXY $MCO $CB $KHC $DVA $KR $SIRI $V $VRSN $MA $AMZN $STZ $FWONK $LLYVA $UNH $COF $AON $DPZ $ALLY $POOL $LEN $NUE $LPX $HEI $CHTR $LAMR $ALLE $NVR $LILA $JEF $DEO $BATRK $DHI https://seekingalpha.com/article/4844168-tracking-warren-buffetts-berkshire-hathaway-portfolio-q3-2025-update https://seekingalpha.com/article/4844168-tracking-warren-buffetts-berkshire-hathaway-portfolio-q3-2025-update"
X Link 2025-11-16T10:51Z [---] followers, [---] engagements

"@grok @sima28074085 @DavidSacks No may be third time is the charm. Let us try again"
X Link 2025-11-19T10:40Z [---] followers, [--] engagements

"Jeremy Grantham - GMO Capital Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $GBMFX $BCHI $GMOI $QLTI $QLTY $GMOV $QS $MSFT $GOOG $META $AAPL $LRCX $JNJ $ORCL $ABT $TMO $AVGO $UNH $CRM $USB $TXN $V $ACN $ELV $AMZN $MRK $LLY $UBER $TJX $WFC $HLT $ISRG $STZ $KLAC $CI $KO $DGX $TW https://seekingalpha.com/article/4845346-tracking-jeremy-granthams-gmo-capital-portfolio-q3-2025-update https://seekingalpha.com/article/4845346-tracking-jeremy-granthams-gmo-capital-portfolio-q3-2025-update https://seekingalpha.com/article/4845346-tracking-jeremy-granthams-gmo-capital-portfolio-q3-2025-update"
X Link 2025-11-19T13:03Z [---] followers, [---] engagements

"$NUVB printing today. For background check out & https://diyabsolutereturns.substack.com/p/nuvation-bio-time-to-pivot-to-common https://diyabsolutereturns.substack.com/p/nuvation-bio-nuvb-warrants-nuvbws https://diyabsolutereturns.substack.com/p/nuvation-bio-time-to-pivot-to-common https://diyabsolutereturns.substack.com/p/nuvation-bio-nuvb-warrants-nuvbws"
X Link 2025-11-19T15:12Z [---] followers, [---] engagements

"Seth Klarman - Baupost Group Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $QSR $GOOGL $ELV $CRH $WTW $UNP $WCC $LBTYK $DG $FERG $FIS $EXP $GPC $GDS $FISV $HLF $COLD $PAGS $TBN $AMCR $ICLR $LBRDK $VSAT https://seekingalpha.com/article/4845874-tracking-seth-klarmans-baupost-group-holdings-q3-2025-update https://seekingalpha.com/article/4845874-tracking-seth-klarmans-baupost-group-holdings-q3-2025-update"
X Link 2025-11-20T13:28Z [---] followers, [---] engagements

"Bridgewater Associates Portfolio - Q3 [----] 13F Report Q/Q Comparison @ #RayDalio $ALLW $RDDT $SPOT $GOOGL $MSFT $CRM $NVDA $LRCX $ADBE $BKNG $GEV $UBER $JNJ $META $AMD $SE $AVGO $NOW $WDAY $AMZN $MO $V $CMCSA $MA $WFC $FISV $BTI $PYPL $CI $EXPE $HCA $MET $PINS $C $DASH $FTNT $VST $CHTR $PANW $T https://seekingalpha.com/article/4846967-tracking-bridgewater-associates-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4846967-tracking-bridgewater-associates-13f-portfolio-q3-2025-update"
X Link 2025-11-24T13:25Z [---] followers, [---] engagements

"Crypto Core Tech - Infrastructure: Oracles Bridges Indexers DAs etc. @ #crypto #eth $LINK $ETH https://open.substack.com/pub/diyabsolutereturns/p/crypto-core-techr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/crypto-core-techr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-27T15:05Z [---] followers, [--] engagements

"Leon Cooperman - Omega Advisors' Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $RKT $VRT $ET $MP $MIR $APO $FIHL $ELV $RRX $LAD $CI $WSC $KBR $ASH $SUN $MSI $AESI $SE $OMF $GEHC $MANU $AMRZ $EPD $STKL $FOA $GCI $ABR $GOOGL $FISV https://seekingalpha.com/article/4848372-tracking-leon-coopermans-omega-advisors-portfolio-q3-2025-update https://seekingalpha.com/article/4848372-tracking-leon-coopermans-omega-advisors-portfolio-q3-2025-update"
X Link 2025-11-28T01:21Z [---] followers, [---] engagements

"Bill Ackman - Pershing Square Holdings Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $PSHZF $FNMA $FMCC $UMGNF $NKE $PSTH $UBER $BN $GOOGL $HHH $QSR $AMZN $CMG $HLT $SEG $HTZ https://seekingalpha.com/article/4850529-bill-ackman-pershing-square-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4850529-bill-ackman-pershing-square-13f-portfolio-q3-2025-update"
X Link 2025-12-05T13:01Z [---] followers, [---] engagements

"@Post_FromAmah Dollar is the medium of exchange in London. This is [----] right"
X Link 2025-12-08T13:05Z [---] followers, [---] engagements

"Understanding Crypto Exchanges: Your Gateway to Trading @ $COIN $BNB $OKB $HT #CEX #DEX #Kraken #Bitstamp #Uniswap #Pancakeswap #Curve #dYdX #MiCA #SEC #CFTC #FinCEN https://open.substack.com/pub/diyabsolutereturns/p/understanding-crypto-exchangesr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/understanding-crypto-exchangesr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-10T18:04Z [---] followers, [---] engagements

"Public Investment Fund - Saudi Sovereign Wealth Fund's 13F Portfolio - Q3 [----] Q/Q Comparison @ $UBER $EA $LCID $TTWO $CTEV $ALUR $ARM $CMI $LLY $UNH #Saudi #SovereignWealthFund #PublicInvestmentFund https://seekingalpha.com/article/4852313-tracking-saudi-sovereign-wealth-funds-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4852313-tracking-saudi-sovereign-wealth-funds-13f-portfolio-q3-2025-update"
X Link 2025-12-11T13:10Z [---] followers, [---] engagements

"George Soros - Soros Fund Management Portfolio - Q3 [----] 13F Report Q/Q Comparison @ #GeorgeSoros $FIGR $DIS $KDK $CMS $AMZN $SW $GOOGL $TKO $FLUT $RUN $CRM $IBKR $NVDA $AAPL $ARMK $CRBG $DDOG $SNOW $IDA $SGI $MSFT $PONY $GFL $ULS $FSLR $ETR $CRCL $CRH $SARO $BRO $AER $LBRDK https://seekingalpha.com/article/4852755-tracking-george-soross-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4852755-tracking-george-soross-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4852755-tracking-george-soross-13f-portfolio-q3-2025-update"
X Link 2025-12-12T12:49Z [---] followers, [---] engagements

"CEX vs. DEX Trading: Ultimate Guide PODCAST @ #CEX #DEX #Binance #Coinbase #Kraken #dYdX #Curve $COIN $BNB $OKB $HT #Pancakeswap #Uniswap https://open.substack.com/pub/diyabsolutereturns/p/cex-vs-dex-tradingr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/cex-vs-dex-tradingr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-12T19:51Z [---] followers, [--] engagements

"Bruce Berkowitz - Fairholme Fund Portfolio - Q3 [----] 13F Report Q/Q Comparison @ #BruceBerkowitz $JOE $FAIRX $FOCIX $FNMA $FMCC $FNMAS $FMCKP $IPMLF $EPD $OZK $BRK.B $WRB $OXY $ET $BRK.A $AAPL $FANG $CNR $EOG https://seekingalpha.com/article/4853872-bruce-berkowitz-fairholme-portfolio-q3-2025-update https://seekingalpha.com/article/4853872-bruce-berkowitz-fairholme-portfolio-q3-2025-update"
X Link 2025-12-17T14:01Z [---] followers, [---] engagements

"Crypto Wallets Explained: Your Digital Assets Safety @ $COIN $HOOD #multisig #multichain #Coinbase #Robinhood #cryptowallets https://open.substack.com/pub/diyabsolutereturns/p/crypto-wallets-explainedr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/crypto-wallets-explainedr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-17T16:40Z [---] followers, [--] engagements

"Carl Icahn's Portfolio - Q3 [----] 13F Report Q/Q Comparison @ #CarlIcahn $IEP $FNMA $FMCC $FNMAS $FMCKP $VKSC $SATS $MNRO $BHC $CVI $SWX $UAN $IFF $CTRI $JBLU $AEP $CZR $SD $BLCO https://seekingalpha.com/article/4854565-tracking-carl-icahns-13f-report-q3-2025-update https://seekingalpha.com/article/4854565-tracking-carl-icahns-13f-report-q3-2025-update"
X Link 2025-12-19T12:06Z [---] followers, [---] engagements

"CRISPR Therapeutics (CRSP) - Undervalued Gene Editing Pioneer with Asymmetric Upside @ #CRISPR #CASGEVY $CRSP $PRME $BEAM $NTLA $EDIT $MGX #Cas9 https://open.substack.com/pub/diyabsolutereturns/p/crispr-therapeutics-crspr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/crispr-therapeutics-crspr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-19T13:28Z [---] followers, [---] engagements

"Cliff Asness - AQR Capital Management Portfolio - Q3 [----] 13F Report Q/Q Comparison @ #Quants #Algos $AQRIX $NVDA $MSFT $AAPL $GOOGL $AMZN $AVGO $RBLX $META $WMT $VRSN $ADBE $ANET $PLTR $PNC $GE $GM $MRK $TSLA $INTC $PEP $JNJ $CB $BKNG $SNOW $EXPE $BRK.B https://seekingalpha.com/article/4855240-cliff-asness-aqr-capital-management-13f-portfolio-q3-2025-update https://seekingalpha.com/article/4855240-cliff-asness-aqr-capital-management-13f-portfolio-q3-2025-update"
X Link 2025-12-23T12:22Z [---] followers, [--] engagements

"CRISPR Therapeutics - Asymmetric Opportunity Still in Plain Sight PODCAST @ #GeneEditing #CRISPR $CRSP #Cas9 #BaseEditing #PrimeEditing #Casgevy $BEAM $PRME $NTLA $EDIT $MGX https://open.substack.com/pub/diyabsolutereturns/p/crispr-therapeutics-crsp-2fer=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/crispr-therapeutics-crsp-2fer=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-26T12:42Z [---] followers, [---] engagements

"Stephen Mandel - Lone Pine Capital Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $META $VST $TSM $APP $LPLA $PM $BN $MSFT $CVNA $AMZN $COF $KKR $AVGO $TLN $SBUX $EQT $FLUT $VMC $NU $WING $APH $SE $CIEN $ETSY $BKNG $ASML $INTU $CRM $UNH $WIX #StephenMandel #LonePineCapital https://seekingalpha.com/article/4856283-tracking-the-13-74b-lone-pine-capital-portfolio-q3-2025-update https://seekingalpha.com/article/4856283-tracking-the-13-74b-lone-pine-capital-portfolio-q3-2025-update https://seekingalpha.com/article/4856283-tracking-the-13-74b-lone-pine-capital-portfolio-q3-2025-update"
X Link 2025-12-30T13:32Z [---] followers, [---] engagements

"How New Crypto Projects Launch - From ICOs IEOs Airdrops and Token Models @ #ICO #IEO #Airdrop #TokenModel #IDO #UtilityToken #GovernanceToken #WorkToken https://open.substack.com/pub/diyabsolutereturns/p/how-new-crypto-projects-launchr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/how-new-crypto-projects-launchr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-31T20:55Z [---] followers, [--] engagements

"Reading the Blockchain: On-chain Analytics and Indexers PODCAST @ #messari #blockchain #indexer #DuneAnalytics #Nansen #Glassnode #ArkhamIntelligence #DeFiLlama #TokenTerminal #DelphiDigital #Artemis https://open.substack.com/pub/diyabsolutereturns/p/reading-the-blockchainr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/reading-the-blockchainr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-17T23:17Z [---] followers, [--] engagements

"Yield Generation in Crypto Explained @ #YieldFarming #LiquidityPool #LendingProtocol #AMMTrading #Staking #MorphoBlue #SparkLend #Kamino #SiloFinance https://open.substack.com/pub/diyabsolutereturns/p/yield-generation-in-crypto-explainedr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/diyabsolutereturns/p/yield-generation-in-crypto-explainedr=gg7hp&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-24T23:28Z [---] followers, [--] engagements

"Baillie Gifford's 13F Portfolio - Q4 [----] 13F Report Q/Q Comparison @ #BaillieGifford $NVDA $MELI $AMZN $SHOP $SE $SPOT $NU $APP $PDD $NFLX $CPNG $NET $META $MSFT $DASH $GOOGL $RBLX $IOT $RACE $ISRG $RDDT $TEAM $RKLB $ALNY $DXCN $AXON $CSGP $RIVN $DUOL https://seekingalpha.com/article/4862527-tracking-baillie-giffords-13f-portfolio-q4-2025-update https://seekingalpha.com/article/4862527-tracking-baillie-giffords-13f-portfolio-q4-2025-update"
X Link 2026-01-26T13:30Z [---] followers, [--] engagements

"Pershing Square has been quiet since early January but today's investor update confirms the take has not changed - $FNMA $FNMAS $FMCC $FMCKP https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf"
X Link 2026-02-11T16:29Z [---] followers, [----] engagements

"Ron Baron's BAMCO Portfolio - Q2 [----] 13F Report Q/Q Comparison @ #Hedge_funds $BARIX $BPTIX $TSLA $IT $CSGP $FDS $MTN $ACGL $MSCI $IDXX $IRDM $CHH https://seekingalpha.com/article/4544297-tracking-ron-barons-bamco-portfolio-q2-2022-update https://seekingalpha.com/article/4544297-tracking-ron-barons-bamco-portfolio-q2-2022-update"
X Link 2022-10-14T16:02Z [---] followers, [--] engagements

"Dan Loeb - Third Point's 13F Portfolio - Q1 [----] Update @ $TPNTF $SPNT $PCG $CL $DHI $BBWI $GOOG $MSFT $DD $IFF $HCA $FERG $CRM $UNH $AIG $BABA $NATI $HTZ $AMD https://seekingalpha.com/article/4610443-dan-loeb-third-point-portfolio-q1-2023-update https://seekingalpha.com/article/4610443-dan-loeb-third-point-portfolio-q1-2023-update"
X Link 2023-07-04T20:14Z [---] followers, [---] engagements

"Ron Baron's BAMCO 13F Portfolio Q1 [----] Update @ $BARIX $BPTIX $TSLA $IT $ACGL $CSGP $MSCI $IDXX $FDS $MTM $IRDM $ANSS $KNSL https://seekingalpha.com/article/4611849-ron-baron-bamco-portfolio-q1-2023-update https://seekingalpha.com/article/4611849-ron-baron-bamco-portfolio-q1-2023-update"
X Link 2023-07-04T20:25Z [---] followers, [---] engagements

"Ruane Cunniff & Goldfarb's 13F Portfolio - Q1 [----] Update @ $SEQUX $ICE $FWONK $GOOG $UNH $SCHW $TSM $KMX $ELV $CACC $J $MU $META $COF $LBRDK $NFLX $BRK https://seekingalpha.com/article/4612919-tracking-ruane-cunniff-and-goldfarbs-portfolio-q1-2023-update https://seekingalpha.com/article/4612919-tracking-ruane-cunniff-and-goldfarbs-portfolio-q1-2023-update"
X Link 2023-07-04T20:31Z [---] followers, [---] engagements

"Jeff Smith's Starboard Value - Q2 [----] 13F Report Q/Q Comparison @ $HUM $WIZ $ABCM $AQN http://www.onefamilysblog.com/2023/08/tracking-jeff-smiths-starboard-value.html http://www.onefamilysblog.com/2023/08/tracking-jeff-smiths-starboard-value.html"
X Link 2023-08-22T22:11Z [---] followers, [---] engagements

"Bill Ackman - Pershing Square Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $PSHZF $UMGNF $FMCC $FNMA $CMG $QSR $LOW $GOOGL $HLT $HHC $CP https://seekingalpha.com/article/4633853-bill-ackman-pershing-square-13f-portfolio-q2-2023-update https://seekingalpha.com/article/4633853-bill-ackman-pershing-square-13f-portfolio-q2-2023-update"
X Link 2023-09-27T12:55Z [---] followers, [---] engagements

"Dan Loeb - Third Point Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $TPNTF $SPNT $PCG $DHR $AMZN $BBWI $MSFT $DD $TSM $BABA $NVDA $IFF $ICE $FERG $UBS $SHEL $GLNCY $SONY $ESLOY $NSRGY https://seekingalpha.com/article/4634541-dan-loeb-third-point-portfolio-q2-2023-update https://seekingalpha.com/article/4634541-dan-loeb-third-point-portfolio-q2-2023-update"
X Link 2023-09-27T12:59Z [---] followers, [---] engagements

"Prem Watsa - Fairfax Financial Portfolio - Q2 [----] 13F Report Q/Q Comparison $FRFHF $EGFEY $FFXDF $OXY $BB $MU $KW $ORLA $GOOG $CCAP $BEN $INTC $BABA $MRK $HP https://seekingalpha.com/article/4635638-tracking-prem-watsa-fairfax-financial-holdings-portfolio-q2-2023-update https://seekingalpha.com/article/4635638-tracking-prem-watsa-fairfax-financial-holdings-portfolio-q2-2023-update"
X Link 2023-09-27T13:06Z [---] followers, [---] engagements

"Ron Baron - BAMCO Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $BARIX $BPTIX $TSLA $CSGP $IT $ACGL $IDXX $MTN $FDS $MSCI $IRDM $KNSL $ANSS $H $CHH $GWRE https://seekingalpha.com/article/4636673-ron-baron-bamco-portfolio-q2-2023-update https://seekingalpha.com/article/4636673-ron-baron-bamco-portfolio-q2-2023-update"
X Link 2023-09-27T13:14Z [---] followers, [---] engagements

"$YACKX - Donald Yacktman - Yacktman Asset Management's Q3 [----] 13F Report Q/Q Comparison @ $BOIVF $SSNLF $CNQ $UHAL $MSFT $GOOGL $PEP https://seekingalpha.com/article/4646937-yacktman-asset-management-portfolio-q3-2023-update https://seekingalpha.com/article/4646937-yacktman-asset-management-portfolio-q3-2023-update"
X Link 2023-11-03T10:17Z [---] followers, [---] engagements

"Dan Loeb - Third Point Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $SPNT $TPNTF $PCG $MSFT $DHR $AMZN $BBWI $META $DD $ICE $J $FERG $UBER $AIG $OPCH $IFF $X $TSM $TMUS $VST $GOOG $HTZ $RRX $WCC $TDS $GB https://seekingalpha.com/article/4656448-dan-loebs-third-point-portfolio-q3-2023-update https://seekingalpha.com/article/4656448-dan-loebs-third-point-portfolio-q3-2023-update"
X Link 2023-12-07T21:02Z [---] followers, [---] engagements

"Prem Watsa - Fairfax Financial Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $FRFHF $FFXDF $EGFEY $OXY $MU $BB $KW $ORLA $GOOG $CCAP $INTC $BABA $BEN $HP $MRK $PFE $BNS $GM $JNJ $GE https://seekingalpha.com/article/4658350-tracking-prem-watsa-fairfax-financial-holdings-portfolio-q3-2023-update https://seekingalpha.com/article/4658350-tracking-prem-watsa-fairfax-financial-holdings-portfolio-q3-2023-update"
X Link 2023-12-18T12:18Z [---] followers, [---] engagements

"Ron Baron - BAMCO - Baron Capital Portfolio - Q3 [----] 13F Report Q/Q Comparison @ $BARIX $BPTIX $TSLA $ACGL $IT $CSGP $FDS $MSCI $MTN $IDXX $KNSL $IRDM $ANSS $CHH $H $GWRE $SCHW $RRR $WST $GLPI $PRI $MTD $TECH $AFYA $BRP $CWAN $CNS $FIGS $GDYN $IBP $INDI https://seekingalpha.com/article/4659106-tracking-ron-barons-bamco-portfolio-q3-2023-update https://seekingalpha.com/article/4659106-tracking-ron-barons-bamco-portfolio-q3-2023-update"
X Link 2023-12-22T14:29Z [---] followers, [---] engagements

"Prem Watsa - Fairfax Financial Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $FRFHF $EGFEY $FFXDF $OXY $MU $BB $ORLA $KW $GOOGL $CCAP $BEN $BABA $HP $MRK $VOO $BNS $GM $PFE $JNJ $TSM $INTC $META $GE https://seekingalpha.com/article/4670849-tracking-prem-watsas-fairfax-financial-holdings-portfolio-q4-2023-update https://seekingalpha.com/article/4670849-tracking-prem-watsas-fairfax-financial-holdings-portfolio-q4-2023-update"
X Link 2024-02-16T11:59Z [---] followers, [---] engagements

"David Einhorn - Greenlight Capital Management Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $GLRE $TLIS $NBSE $COYA $GRBK $CEIX $BHF $KD $THC $ODP $ALIT $GLD $TECK $LIVN $GPK $WFRD $DHT $VTRS $FCNCA $NPWR $GPOR $SDRL $HRI $FHN $NYCB $AER $XAR $PPA $KVUE https://seekingalpha.com/article/4675874-tracking-david-einhorn-s-greenlight-capital-portfolio-q4-2023-update https://seekingalpha.com/article/4675874-tracking-david-einhorn-s-greenlight-capital-portfolio-q4-2023-update"
X Link 2024-03-05T12:19Z [---] followers, [----] engagements

"Dan Loeb - Third Point Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $TPNTF $SPNT $PCG $MSFT $AMZN $BBWI $DHR $META $X $DD $AIG $J $FERG $VST $FLT $VZ $IFF $TSM $ICE $WCC $APO $MCK $EQT $UBER $TDS $GB $BMRN $UBS $SHEL $GLNCY $SONY $ESLOY $NSRGY https://seekingalpha.com/article/4676177-tracking-dan-loebs-third-point-portfolio-q4-2023-update https://seekingalpha.com/article/4676177-tracking-dan-loebs-third-point-portfolio-q4-2023-update"
X Link 2024-03-06T11:46Z [---] followers, [---] engagements

"Bill Ackman - Pershing Square Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $PSHZF $UMG $UMGNF $FNMA $FMCC $GOOG $CMG $QSR $HLT $HHH $CP $LOW $FNMAS $FMCKJ https://seekingalpha.com/article/4677503-tracking-bill-ackmans-pershing-square-13f-portfolio-q4-2023-update https://seekingalpha.com/article/4677503-tracking-bill-ackmans-pershing-square-13f-portfolio-q4-2023-update"
X Link 2024-03-19T00:43Z [---] followers, [---] engagements

"Ruane Cunniff & Goldfarb - Sequoia Fund Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $UMGNF $RYCEF $RYCEY $CNSWF $ERFSF $LMGIF $SAP $ICE $GOOG $SCHW $UNH $ELV $FWONK $TSM $COF $CACC $J $KMX $LBRDK $META $BRK.B $BRK.A https://seekingalpha.com/article/4679513-tracking-ruane-cunniff-and-goldfarbs-portfolio-q4-2023-update https://seekingalpha.com/article/4679513-tracking-ruane-cunniff-and-goldfarbs-portfolio-q4-2023-update"
X Link 2024-03-21T10:05Z [---] followers, [---] engagements

"Ron Baron's BAMCO Portfolio - Q4 [----] 13F Report Q/Q Comparison @ $BARIX $BPTIX $TSLA $IT $CSGP $ACGL $FDS $MSCI $IDXX $MTN $ANSS $H $GWRE $KNSL $IRDM $SCHW $RRR $CHH $GLPI $TECH $MTD $PRI $MORN https://seekingalpha.com/article/4679816-tracking-ron-baron-s-bamco-portfolio-q4-2023-update https://seekingalpha.com/article/4679816-tracking-ron-baron-s-bamco-portfolio-q4-2023-update"
X Link 2024-03-22T09:18Z [---] followers, [---] engagements

"Prem Watsa - Fairfax Financial Holdings - Q1 [----] 13F Report Q/Q Comparison @ $FRFHF $FFXDF $EGFEY $META $ORLA $MU $CCAP $VOO $OXY $BB $KW $GOOGL $BEN $HP $MRK $BABA $GM $BNS $PFE $TSM $JNJ $INTC https://seekingalpha.com/article/4695397-prem-watsa-fairfax-financial-holdings-portfolio-q1-2024-update https://seekingalpha.com/article/4695397-prem-watsa-fairfax-financial-holdings-portfolio-q1-2024-update"
X Link 2024-05-24T13:28Z [---] followers, [---] engagements

"Terry Smith - FundSmith Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $NVO $LRLCF $LVMUY $MSFT $META $SYK $V $IDXX $ADP $PM $WAT $MAR $GOOG $PEP $MKC $MTD $PG $CHD $OTIS $NKE $BF.B $FTNT $AAPL $TXN $EFX $VRSN $CHH $VRSK $GGG $MSCI $QLYS $IEX $CLX $EXPO https://seekingalpha.com/article/4695904-terry-smith-fundsmith-13f-portfolio-q1-2024-update https://seekingalpha.com/article/4695904-terry-smith-fundsmith-13f-portfolio-q1-2024-update"
X Link 2024-05-28T14:11Z [---] followers, [---] engagements

"Dan Loeb - Third Point Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $TPNTF $SPNT $UBS $SHEL $GLNCY $SONY $ESLOY $NSRGY $PCG $AMZN $MSFT $BBWI $META $DHR $GOOG $VST $AIG $J $FERG $CPAY $VZ $TSM $SPGI $ICE $AAP $IFF $APO $MRVL $GS $WCC $CNK $EQT $TDS $GB https://seekingalpha.com/article/4697667-tracking-dan-loebs-third-point-portfolio-q1-2024-update https://seekingalpha.com/article/4697667-tracking-dan-loebs-third-point-portfolio-q1-2024-update"
X Link 2024-06-06T12:41Z [---] followers, [---] engagements

"BIll Ackman - Pershing Square Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $PSHZF $UMGNF $FNMA $FNMAS $FMCC $FMCKP $CMG $GOOGL $HLT $HHH $QSR $LOW $CP https://seekingalpha.com/article/4699523-tracking-bill-ackmans-pershing-square-13f-portfolio-q1-2024-update https://seekingalpha.com/article/4699523-tracking-bill-ackmans-pershing-square-13f-portfolio-q1-2024-update"
X Link 2024-06-17T13:19Z [---] followers, [---] engagements

"Ron Baron - BAMCO - Baron Capital Portfolio - Q1 [----] 13F Report Q/Q Comparison @ $BARIX $BPTIX $RRR $SITE $TSLA $IT $ACGL $CSGP $MSCI $FDS $IDXX $MTN $KNSL $H $GWRE $ANSS $CHH $SCHW $PRI $MTD $MORN $NVDA $VRT $GLPI $WST $TECH $ICLR $IRDM $VRSK $FND $ASGN https://seekingalpha.com/article/4700273-tracking-ron-barons-bamco-portfolio-q1-2024-update https://seekingalpha.com/article/4700273-tracking-ron-barons-bamco-portfolio-q1-2024-update"
X Link 2024-06-21T11:45Z [---] followers, [---] engagements

"Ruane Cunniff & Goldfarb Portfolio - Sequoia Fund - Q1 [----] 13F Report Q/Q Comparison @ $SEQUX $RYCEY $CNSWF $ERFSF $LMGIF $SAP $UMGNF $ICE $GOOGL $SCHW $ELV $UNH $TSM $LBTYK $FWONK $COF $J $CACC $KMX $META $LBRDK $BRK.A $BRK.B https://seekingalpha.com/article/4700818-tracking-ruane-cunniff-and-goldfarbs-portfolio-q1-2024-update https://seekingalpha.com/article/4700818-tracking-ruane-cunniff-and-goldfarbs-portfolio-q1-2024-update"
X Link 2024-06-25T13:15Z [---] followers, [---] engagements

"Prem Watsa - Fairfax Financial Holdings Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $FRFHF $FFXDF $EGFEY $EGFEY $EGFEF $UA $META $CCAP $VOO $TSM $CPRI $MU $OXY $ORLA $KW $BB $GOOGL $BEN $BABA $BNS $GM $HP $INTC $JNJ $MRK $PFE https://seekingalpha.com/article/4716973-tracking-prem-watsas-fairfax-financial-holdings-portfolio-q2-2024-update https://seekingalpha.com/article/4716973-tracking-prem-watsas-fairfax-financial-holdings-portfolio-q2-2024-update"
X Link 2024-08-26T13:00Z [---] followers, [---] engagements

"FundSmith Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $NVO $LRLCF $LVMUY $FTNT $TXN $ODD $MSFT $META $SYK $PM $V $ADP $IDXX $GOOG $WAT $MAR $PEP $MTD $PG $CHD $MKC $OTIS $BF.B $NKE $AAPL $CHH $CLX $CGNX $EXPO $EFX $GGG $HD $IEX $MSCI $MA $MCD $PAYC https://seekingalpha.com/article/4717488-terry-smith-fundsmith-13f-portfolio-q2-2024-update https://seekingalpha.com/article/4717488-terry-smith-fundsmith-13f-portfolio-q2-2024-update"
X Link 2024-08-28T10:06Z [---] followers, [---] engagements

"Dan Loeb - Third Point Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $SPNT $TPNTF $AAPL $APH $KBH $ROP $ASML $CRH $TSM $CPAY $APO $UBER $CNK $PCG $MSFT $META $BBWI $GOOG $J $FERG $IFF $TDS $AMZN $DHR $VST $AIG $MRVL $SPGI $SHEL $UBS $GLNCY $ESLOY $NSRGY https://seekingalpha.com/article/4718798-dan-loeb-third-point-portfolio-q2-2024-update https://seekingalpha.com/article/4718798-dan-loeb-third-point-portfolio-q2-2024-update"
X Link 2024-09-04T10:08Z [---] followers, [---] engagements

"John Rogers - Ariel Investments Portfolio - Q2 [----] 13F Report Q/Q Comparison @ $ARGFX $SAEF $JLL $GNRC $MAT $ADT $LAZ $AMG $MSGE $NTRS $CHKP $CLB $MHK $GNTX $KMT $ATGE $CG $PBH $FAF $SPHR $RCL $REZI $CRL $MSGS $BOKF $BYD $IPG $NVST $LESL $OSW $AXTA $SJM https://seekingalpha.com/article/4720562-tracking-john-rogers-ariel-investments-portfolio-q2-2024-update https://seekingalpha.com/article/4720562-tracking-john-rogers-ariel-investments-portfolio-q2-2024-update"
X Link 2024-09-12T10:05Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing