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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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Social Influence

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

Social topic influence stocks #4190, $mksi #5, $al #3, $aca #9, $seic #1, $hae #2, acquisition #1324, $nvda #2994, $googl 3.85%, $shyf #1

Top accounts mentioned or mentioned by @saynototrading @capitify

Top assets mentioned MKS Instruments Inc (MKSI) ArchLoot (AL) Acala Token (ACA) SEI Investments Co (SEIC) Haemonetics Corporation (HAE) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) SPDR S&P XXX ETF Trust (SPY) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN) CVS Health Corp (CVS) BABB (BAX) UnitedHealth Group (UNH) Fiserv Inc (FISV) Advanced Micro Devices (AMD) FedEx Corporation (FDX) Enovis Corporation (ENOV) Metadium (META) Honda Motor Co., Ltd. (HMC) Aercap Holdings N.V. (AER) Iagon (IAG) EGO (EGO) EQIFi (EQX) Genworth Financial, Inc. (GNW) International Seaways, Inc. Common Stock (INSW) Scorpio Tankers Inc. (STNG) Tutor Perini Corporation (TPC) Raiden Network Token (RDN) NuScale Power Corporation (SMR) Amphastar Pharmaceuticals, Inc. (AMPH) Brady Corporation (BRC) Lithia Motors, Inc. (LAD) Loar Holdings Inc. (LOAR) Asbury Automotive Group, Inc. (ABG) Somnigroup International Inc. (SGI) W R Berkley Corp (WRB) Cadence Design Systems Inc (CDNS) Costco Hot Dog (COST) Take-Two Interactive Software, Inc. (TTWO) Mastercard, Inc. (MA) Eli Lilly and Company (LLY) TORM plc Class A Common Stock (TRMD) Windoge98 (EXE) Garrett Motion Inc. Common Stock (GTX) Viper Energy Partners LP (VNOM) TALEN ENERGY CORP (DE) (TLN) Ecopetrol S.A (EC) AngloGold Ashanti Limited (AU) Trump Derangement Syndrome (TDS) Core Scientific, Inc. Common Stock (CORZ) Greif, Inc. (GEF) Data Lake (LAKE) DisChain (DIS) Vontier Corporation (VNT) Sensata Technologies Holding plc (ST) Beldex (BDX) Constellation Brands, Inc. Class A (STZ) Fiserv, Inc. (FI) Eastman Chemical Company (EMN) Wesco International Inc. (WCC) Avantor, Inc. (AVTR) Ralliant Corporation (RAL) L3Harris Technologies Inc (LHX)

Top Social Posts

Top posts by engagements in the last XX hours

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

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

"Kyndryl Unveils Quantum Safe Assessment Service to Enable Enterp"
X Link 2025-12-11T17:24Z 13.8K followers, XX engagements

"NuScale Power Corp CEO John Hopkins Sells 59768 Shares"
X Link 2024-03-24T04:14Z 13.8K followers, 6325 engagements

"Amphastar Pharmaceuticals- Growth has been impressive Can it continue $AMPH #stocks #investing #valueinvesting #"
X Link 2025-11-24T14:03Z 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

"NIO Sees Light Options Activity with Bullish Indicators"
X Link 2025-12-08T20:16Z 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

"Jefferies Group's Strategic Move: Vanguard Information Technology ETF Takes Center Stage $VGT $SPY $WRB $IWM $QQQ $CDNS $LLY $COST $TTWO $TGI $MA #stocks #investing #valueinvesting #"
X Link 2025-11-13T16:03Z 13.8K followers, XXX engagements

"Howard Marks Exits Sitio Royalties Corp Impacting Portfolio by -XXXX% $TRMD $EXE $GTX $AU $VNOM $TDS $CORZ $TLN $LILAK $STR $EC #stocks #investing #valueinvesting #"
X Link 2025-11-14T18:04Z 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

"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

"Cadence (CDNS) Q3 Revenue Surpasses Expectations Boosts Annual"
X Link 2025-10-28T18:45Z 13.8K followers, XXX engagements

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

"Chuck Royce Reduces Stake in Gencor Industries Inc: A Strategic Portfolio Adjustment $GENC $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-18T00:33Z 13.8K followers, XXX engagements

"Chuck Royce's Strategic Acquisition of Lakeland Industries Inc Shares $LAKE $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-18T00:35Z 13.8K followers, XXX engagements

"Eastman Chemical Co: A Key Exit in Robert Olstein's Latest 13F Filing $DIS $VNT $ST $AVTR $BDX $STZ $AMZN $UBER $RAL $FI $EMN $SHYF $WCC $LHX #stocks #investing #valueinvesting #"
X Link 2025-10-21T20:00Z 13.8K followers, XXX engagements

"Chuck Royce Reduces Stake in Ennis Inc: A Strategic Portfolio Adjustment $EBF $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-29T00:31Z 13.8K followers, XXX engagements

"Chuck Royce's Strategic Acquisition of Innventure Inc Shares $INV $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-29T00:32Z 13.8K followers, XXX engagements

"Chuck Royce Reduces Holdings in Kopin Corp: A Strategic Portfolio Adjustment $KOPN $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-29T00:34Z 13.8K followers, XXX engagements

"Chuck Royce's Recent Reduction in Seneca Foods Corp Holdings $SENEA $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-29T00:35Z 13.8K followers, XXX engagements

"Chuck Royce Reduces Stake in Silvercrest Asset Management Group Inc $SAMG $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-29T00:35Z 13.8K followers, XXX engagements

"Chuck Royce Reduces Holdings in Standard Motor Products Inc $SMP $MKSI $SEIC $AL $HAE $ACA #stocks #investing #valueinvesting #"
X Link 2025-10-29T00:36Z 13.8K followers, XXX 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

"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

"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

"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

"Brandes Investment Partners LP Significantly Reduces Vanguard Value ETF by XXXXX% $CAE $EMBJ $OTEX $GRFS $TIGO $GLOB $KSPI $IXUS $EPAM $ICLR $UWMC $NTES $VTV $BK #stocks #investing #valueinvesting #"
X Link 2025-11-14T18:01Z 13.8K followers, XXX engagements

"John Paulson's Strategic Acquisition in Bausch Health Companies Inc. $BHC $NG $MDGL $AAMI $PPTA #stocks #investing #valueinvesting #"
X Link 2025-12-04T00:32Z 13.8K followers, XXX engagements

"Microbot Medical (MBOT) Partners to Launch LIBERTY System"
X Link 2025-10-14T23:09Z 13.8K followers, 3142 engagements

"Diamond Hill Capital's Strategic Moves: A Closer Look at Zoetis Inc. $AIG $BRK.B $ABT $CL $COF $ZTS $TMO $FDX $TGT $ENOV $LULU $PFE #stocks #investing #valueinvesting #"
X Link 2025-11-05T23:00Z 13.8K followers, XXX engagements

"Chuck Royce's Strategic Moves: Significant Reduction in Air Lease Corp $ACA $MKSI $JBTM $CRUS $ESAB $AEBI $MTRN $TIC $FIHL $BBWI $SPNS $SHYF $AL $ENOV #stocks #investing #valueinvesting #"
X Link 2025-11-12T17:02Z 13.8K followers, XXX engagements

"Mohnish Pabrai's Strategic Move: Transocean Ltd Takes Center Stage with XXXXX% Portfolio Share $HCC $AMR $RIG $VAL $NE $AN #stocks #investing #valueinvesting #"
X Link 2025-11-13T13:01Z 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, 1363 engagements

"Mario Cibelli's Strategic Moves: A Closer Look at Remitly Global Inc's Impact $RELY $TKO $META $UBER $XMTR $ATI $GOOG $LNWO $FLUT $PRMB $PTON $HSIC $ATMU #stocks #investing #valueinvesting #"
X Link 2025-11-14T12:03Z 13.8K followers, XXX engagements

"Paul Tudor Jones Reduces Stake in SPDR S&P XXX ETF Trust by XXXX% $SPY $QQQ $NVDA $IBIT $MSFT $META $AVGO $CYBR $ESGR $TDG $FYBR #stocks #investing #valueinvesting #"
X Link 2025-12-10T16:02Z 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

"BTIG Reiterates Buy Rating on Rocket Companies (RKT) with Unchan"
X Link 2025-11-19T19:39Z 13.8K followers, XXX engagements

"ALLR: Ascendiant Capital Raises Price Target Maintains Buy Rati"
X Link 2025-12-10T04:27Z 13.8K followers, XXX engagements

"TE's Strategy to Achieve Compliance by 2026 Discussed"
X Link 2025-12-12T21:34Z 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

"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

"John Rogers Reduces Stake in Sphere Entertainment Co $SPHR $NCLH $AMG $REZI $MSGE #stocks #investing #valueinvesting #"
X Link 2025-12-12T00:33Z 13.8K followers, XXX engagements

"Catherine Wood's Strategic Reduction in Iridium Communications Inc Holdings $IRDM $TSLA $ROKU $PLTR $RBLX $COIN #stocks #investing #valueinvesting #"
X Link 2025-12-12T00:34Z 13.8K followers, XXX engagements