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@gurufocus Avatar @gurufocus GuruFocus

Notable investors, including Chuck Royce, Tom Gayner, and Michael Burry, have been making strategic adjustments to their portfolios. These changes include reductions in stakes in various companies, such as Microsoft, 3M, and Ennis Inc, as well as acquisitions of shares in companies like Lakeland Industries and Mesabi Trust. GuruFocus, a platform that tracks investor activity, has been providing insights into these moves.

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXXX% automotive brands XXXX% currencies XXXX% luxury brands XXXX% countries XXXX% fashion brands XXXX%

Social topic influence stocks 34.92%, $unh #135, cvs #211, $cvs #12, $fisv #14, $googl 4.76%, $he 4.76%, $wpm 4.76%, $gbtc 4.76%, $tpl XXXX%

Top accounts mentioned or mentioned by @saynototrading @capitify

Top assets mentioned UnitedHealth Group (UNH) CVS Health Corp (CVS) Fiserv Inc (FISV) Alphabet Inc Class A (GOOGL) Hawaiian Electric Industries, Inc. (HE) Wheaton Precious Metals Corp. Common Stock (WPM) Grayscale BTC ETF (GBTC) Texas Pacific Land, Corp. (TPL) American Express Company (AXP) NVIDIA Corp. (NVDA) BABB (BAX) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) MKS Instruments Inc (MKSI) SEI Investments Co (SEIC) ArchLoot (AL) Haemonetics Corporation (HAE) Acala Token (ACA) GATX Corporation (GATX) Paramount Global (PARA) Mueller Industries, Inc. (MLI) Crane Holdings, Co. (CR) StubHub Holdings, Inc. (STUB) The Sandbox (SAND) Paramount Global Class A Common Stock (PARAA) Chart Industries, Inc. (GTLS) Caesars Entertainment, Inc. (CZR) Walgreens Boots Alliance Inc (WBA) Modefi (MOD) Becton Dickinson and Co (BDX) Beldex (BDX) Thermo Fisher Scientific Inc. (TMO) Vipshop Holdings Limited (VIPS) Enstar Group (ESGR) Metadium (META) Aditus (ADI) Telcoin (TEL) Universal Currency (UNIT) Avantor, Inc. (AVTR) Boeing Co (BA) Warner Bros Discovery, Inc. (WBD) Campbell Soup Company (CPB) AT&T Inc. (T) Elcoin (EL) West Pharmaceutical Services Inc. (WST) Microchip Technology Inc. (MCHP) Decentral Games (DG) Solv Protocol (SOLV) Universal Health Services, Inc. Class B (UHS) Synovus Financial Corp. (SNV) Charter Communications Inc (CHTR) Measurable Data Token (MDT) Magna International (MGA) Accenture (ACN) Philip Morris International Inc. (PM) Fiserv, Inc. (FI) Microsoft Corp. (MSFT) Kroger Co (KR) Bank of New York Mellon Corp (BK) UNIPOLY (UNP) Progressive Corp (PGR) Deckers Outdoor, Corp. (DECK) S&P Global Inc (SPGI) American International Group Inc (AIG) AbbVie Inc (ABBV) Lam Research Corporation (LRCX)

Top Social Posts

Top posts by engagements in the last XX hours

"NIO Sees Light Options Activity with Bullish Indicators"
X Link 2025-12-08T20:16Z 13.8K followers, XXX engagements

"ANDE Sees Analyst Upgrade by BMO Capital Target Price Raised"
X Link 2025-12-10T14:20Z 13.8K followers, XX engagements

"Chuck Royce Reduces Stake in Stoneridge Inc: A Strategic Portfolio Adjustment $SRI $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-29T00:37Z 13.8K followers, XXX engagements

"Paramount Global: Mario Gabelli's Strategic Exit with a -XXXX% Portfolio Impact $MLI $GATX $CR $SONY $AXP $AEBI $STUB $SAND $CZR $GTLS $PARAA $WBA $MOD #stocks #investing #valueinvesting #"
X Link 2025-11-12T23:01Z 13.8K followers, XXX engagements

"First Pacific Advisors' Strategic Moves: Becton Dickinson & Co Takes Center Stage $GOOGL $META $ADI $TEL $C $BDX $UNIT $TMO $AVTR $VIPS $ESGR #stocks #investing #valueinvesting #"
X Link 2025-11-13T23:01Z 13.8K followers, 1653 engagements

"Nvidia Says $XXX Billion OpenAI Investment Framework Not Yet Fin"
X Link 2025-12-09T23:03Z 13.8K followers, XX engagements

"AT&T Inc. Exits Mark Hillman's Portfolio with a -XXXX% Impact $ASML $WBD $EL $CVS $BA $FISV $UNH $WST $CPB $BAX $T $AMD $MCHP $GOOGL #stocks #investing #valueinvesting #"
X Link 2025-11-14T15:01Z 13.8K followers, XXX engagements

"Richard Pzena's Strategic Moves: Charter Communications Inc. Sees Significant Reduction $MGA $BAX $C $DG $CVS $ACN $AEBI $SOLV $UHS $SHYF $SNV $CHTR $MDT #stocks #investing #valueinvesting #"
X Link 2025-11-10T17:00Z 13.8K followers, XXX engagements

"Jeff Auxier's Strategic Moves: Fiserv Inc. Takes Center Stage with XXXX% Portfolio Impact $MSFT $PM $KR $BK $UNH $FISV $PGR $DECK $AMZN $AIG $ANCTF $SPGI $UNP $ABBV #stocks #investing #valueinvesting #"
X Link 2025-11-19T23:00Z 13.8K followers, XXX engagements

"Decoding Lam Research Corp (LRCX): A Strategic SWOT Insight"
X Link 2025-10-26T18:19Z 13.8K followers, XXX engagements

"Este Lauder Shares Slip as Q1 Sales Miss and China Retail Woes"
X Link 2024-10-31T18:33Z 13.8K followers, XXX engagements

"NIO (NIO) Shares Rise as Options Activity Suggests Bullish Senti"
X Link 2025-12-04T22:46Z 13.8K followers, XXX engagements

"U.S. Government Plans Equity Investments in Critical Minerals Fi"
X Link 2025-12-04T20:15Z 13.8K followers, XXX engagements

"Insider Buying: Brian John Acquires Additional Shares of Off The"
X Link 2025-11-25T12:44Z 13.8K followers, XXX engagements

"F5 Expands Strategic Collaboration With NetApp to Enhance AI App"
X Link 2025-12-09T18:09Z 13.8K followers, X engagements

"Kalshi's Record-Breaking Trades Impact Sports Betting Stocks"
X Link 2025-12-09T19:51Z 13.8K followers, XX engagements

"Smead Value Fund's Strategic Moves: UnitedHealth Group Inc. Takes Center Stage $SPG $DHI $MAC $AXP $LEN $UNH $CROX $FANG $TGT $SIRI $MRP $EBAY $OVV #stocks #investing #valueinvesting #"
X Link 2025-10-28T22:04Z 13.8K followers, 1045 engagements

"Fintech is reshaping the economics of Alternative Assets $NTRS $BR $SSNC $FRGE #stocks #investing #valueinvesting #Fintech #Growth"
X Link 2025-11-04T14:04Z 13.8K followers, XXX engagements

"Murray Stahl's Strategic Acquisition of Mesabi Trust Shares $MSB $HE $WPM $TPL $GBTC $LB #stocks #investing #valueinvesting #"
X Link 2025-11-05T00:33Z 13.8K followers, XXX engagements

"Murray Stahl's Strategic Acquisition of LandBridge Co LLC Shares $LB $HE $WPM $TPL $GBTC #stocks #investing #valueinvesting #"
X Link 2025-11-05T00:35Z 13.8K followers, XXX engagements

"Murray Stahl's Strategic Reduction in Bakkt Holdings Inc: An In-Depth Analysis $BKKT $HE $WPM $TPL $GBTC $LB #stocks #investing #valueinvesting #"
X Link 2025-11-07T00:47Z 13.8K followers, XXX engagements

"David Abrams Increases Stake in Lithia Motors Inc: A Strategic Move in Q3 2025 $LOAR $LAD $ABG $GOOGL $SGI #stocks #investing #valueinvesting #"
X Link 2025-11-07T23:01Z 13.8K followers, XXX engagements

"Dodge & Cox's Strategic Moves: Aon PLC Takes Center Stage with XXXX% Portfolio Impact $SCHW $JCI $RTX $CVS $FISV $AON $IEX $MELI $WTW $NTR $SNREY $WFC $GS #stocks #investing #valueinvesting #"
X Link 2025-11-13T22:04Z 13.8K followers, XXX engagements

"David Tepper's Strategic Moves: UnitedHealth Group Inc Sees a -XXXXX% Portfolio Impact $BABA $AMZN $WHR $NVDA $GOOG $AMD $FISV $AAL $QCOM $INTC $ORCL $UNH $VST #stocks #investing #valueinvesting #"
X Link 2025-11-13T22:05Z 13.8K followers, 1360 engagements

"Prem Watsa's Strategic Moves: BlackBerry Ltd Sees a -XXXX% Portfolio Impact $ORLA $OXY $CVS $CLF $BB $LULU $DLTR $BRSL $KHC $PFE $ATHM $LWAY $VOO #stocks #investing #valueinvesting #"
X Link 2025-11-14T12:01Z 13.8K followers, XXX engagements

"Yale University's Strategic Investment in Vera Therapeutics Inc: A XXXXX% Portfolio Stake $ITOT $VERA $DOOO $REI #stocks #investing #valueinvesting #"
X Link 2025-11-14T14:01Z 13.8K followers, XXX engagements

"Arnold Van Den Berg Exits Atkore Inc Impacting Portfolio by -XXXX% $PHYS $SA $XOM $GOOG $COHR $TKR $FDX $MKTX $CI $ELV $ATKR $TRS $IBM #stocks #investing #valueinvesting #"
X Link 2025-11-14T15:00Z 13.8K followers, XXX engagements

"Donald Smith & Co's Strategic Moves: Honda Motor Co Ltd Takes Center Stage $AER $IAG $EGO $EQX $GNW $HMC $JRVR $CGAU $RDN $INSW $STNG $TPC #stocks #investing #valueinvesting #"
X Link 2025-11-25T16:02Z 13.8K followers, XXX engagements

"Inside Brady's Moat: Why Boring Businesses Compound the Longest $BRC #stocks #investing #valueinvesting #"
X Link 2025-12-04T11:00Z 13.8K followers, XXX engagements

"Kinsale Capital: The Pure-Play Specialty Insurer Compounding Above Its Weight $KNSL #stocks #investing #valueinvesting #"
X Link 2025-12-04T14:43Z 13.8K followers, XXX engagements

"Greif: When Industrial Discipline Becomes Its Own Catalyst $gef $ see $ ip #stocks #investing #valueinvesting #"
X Link 2025-12-06T09:53Z 13.8K followers, XXX engagements