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# ![@gurufocus Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::20109018.png) @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.

### Engagements: XX [#](/creator/twitter::20109018/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20109018/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::20109018/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20109018/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::20109018/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20109018/c:line/m:followers.svg)

- X Week XXXXXX +0.34%
- X Month XXXXXX +1.70%
- X Months XXXXXX +4.90%
- X Year XXXXXX +13%

### CreatorRank: undefined [#](/creator/twitter::20109018/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20109018/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 9.86%, [$googl](/topic/$googl) 4.23%, [googl](/topic/googl) #42, [$smr](/topic/$smr) 1.41%, [ceo](/topic/ceo) 1.41%, [sec](/topic/sec) 1.41%, [filings](/topic/filings) 1.41%, [china](/topic/china) 1.41%, [ai](/topic/ai) 1.41%, [$lad](/topic/$lad) XXXX%

**Top accounts mentioned or mentioned by**
[@saynototrading](/creator/undefined) [@capitify](/creator/undefined) [@trnd2cash](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [NuScale Power Corporation (SMR)](/topic/$smr) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Loar Holdings Inc. (LOAR)](/topic/$loar) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Boeing Co (BA)](/topic/$ba) [UnitedHealth Group (UNH)](/topic/$unh) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Campbell Soup Company (CPB)](/topic/$cpb) [AT&T Inc. (T)](/topic/$t) [CVS Health Corp (CVS)](/topic/cvs) [Elcoin (EL)](/topic/$el) [Fiserv Inc (FISV)](/topic/$fisv) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [BABB (BAX)](/topic/$bax) [Advanced Micro Devices (AMD)](/topic/$amd) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Beldex (BDX)](/topic/$bdx) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Vipshop Holdings Limited (VIPS)](/topic/$vips) [Enstar Group (ESGR)](/topic/$esgr) [Metadium (META)](/topic/$meta) [Aditus (ADI)](/topic/$adi) [Telcoin (TEL)](/topic/$tel) [Universal Currency (UNIT)](/topic/$unit) [Avantor, Inc. (AVTR)](/topic/$avtr) [Honda Motor Co., Ltd. (HMC)](/topic/$hmc) [Aercap Holdings N.V. (AER)](/topic/$aer) [Iagon (IAG)](/topic/$iag) [EGO (EGO)](/topic/$ego) [EQIFi (EQX)](/topic/$eqx) [Genworth Financial, Inc. (GNW)](/topic/$gnw) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [Tutor Perini Corporation (TPC)](/topic/$tpc) [Raiden Network Token (RDN)](/topic/$rdn) [Bausch�Health�Companies�Inc. (BHC)](/topic/$bhc) [NovaGold Resources Inc. (NG)](/topic/$ng) [Madrigal Pharmaceuticals, Inc. Common Stock (MDGL)](/topic/$mdgl) [Acadian Asset Management Inc. (AAMI)](/topic/$aami) [Perpetua Resources Corp. Common Shares (PPTA)](/topic/$ppta) [Brady Corporation (BRC)](/topic/$brc) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl)
### Top Social Posts
Top posts by engagements in the last XX hours

"Cadence (CDNS) Q3 Revenue Surpasses Expectations Boosts Annual"  
[X Link](https://www.gurufocus.com/news/3162857/cadence-cdns-q3-revenue-surpasses-expectations-boosts-annual-forecast)  2025-10-28T18:45Z 13.8K followers, XXX engagements


"BTQ Experiences Notable Increase in Borrow Rate"  
[X Link](https://gurufocus.com/news/3235703/btq-experiences-notable-increase-in-borrow-rate)  2025-12-05T18:14Z 13.8K followers, XXX engagements


"NuScale Power Corp CEO John Hopkins Sells 59768 Shares"  
[X Link](https://www.gurufocus.com/news/2395799/nuscale-power-corp-ceo-john-hopkins-sells-59768-shares)  2024-03-24T04:14Z 13.8K followers, 6267 engagements


"DeepSeek V3.2 Release Boosts China's AI Market with Local Hardwa"  
[X Link](https://www.gurufocus.com/news/3235209/deepseek-v32-release-boosts-chinas-ai-market-with-local-hardware-support)  2025-12-05T20:59Z 13.8K followers, XX 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](https://x.com/gurufocus/status/1986931965509935450)  2025-11-07T23:01Z 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](https://x.com/gurufocus/status/1989347969154367867)  2025-11-14T15:01Z 13.8K followers, XXX engagements


"Celsius Holdings (CELH) Reports Strong Market Share Growth and I"  
[X Link](https://www.gurufocus.com/news/3231533/celsius-holdings-celh-reports-strong-market-share-growth-and-integration-progress)  2025-12-04T08:40Z 13.7K followers, XX 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](https://x.com/gurufocus/status/1989106360013721757)  2025-11-13T23:01Z 13.8K followers, 1521 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](https://x.com/gurufocus/status/1993349490971988147)  2025-11-25T16:02Z 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](https://x.com/gurufocus/status/1996377025230016734)  2025-12-04T00:32Z 13.8K followers, XXX engagements


"Inside Brady's Moat: Why Boring Businesses Compound the Longest $BRC #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1996534987277930746)  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](https://x.com/gurufocus/status/1996591087004057638)  2025-12-04T14:43Z 13.8K followers, XXX engagements

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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.

Engagements: XX #

Engagements Line Chart

  • X Week XXXXX -XX%
  • X Month XXXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX -XX%
  • X Months XXXXX -XX%
  • X Year XXXXX -XX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.34%
  • X Month XXXXXX +1.70%
  • X Months XXXXXX +4.90%
  • X Year XXXXXX +13%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

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

Social topic influence stocks 9.86%, $googl 4.23%, googl #42, $smr 1.41%, ceo 1.41%, sec 1.41%, filings 1.41%, china 1.41%, ai 1.41%, $lad XXXX%

Top accounts mentioned or mentioned by @saynototrading @capitify @trnd2cash

Top assets mentioned Alphabet Inc Class A (GOOGL) NuScale Power Corporation (SMR) Lithia Motors, Inc. (LAD) Loar Holdings Inc. (LOAR) Asbury Automotive Group, Inc. (ABG) Somnigroup International Inc. (SGI) Boeing Co (BA) UnitedHealth Group (UNH) Warner Bros Discovery, Inc. (WBD) Campbell Soup Company (CPB) AT&T Inc. (T) CVS Health Corp (CVS) Elcoin (EL) Fiserv Inc (FISV) West Pharmaceutical Services Inc. (WST) BABB (BAX) Advanced Micro Devices (AMD) Microchip Technology Inc. (MCHP) 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) 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) Bausch�Health�Companies�Inc. (BHC) NovaGold Resources Inc. (NG) Madrigal Pharmaceuticals, Inc. Common Stock (MDGL) Acadian Asset Management Inc. (AAMI) Perpetua Resources Corp. Common Shares (PPTA) Brady Corporation (BRC) Kinsale Capital Group, Inc. (KNSL)

Top Social Posts

Top posts by engagements in the last XX hours

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

"BTQ Experiences Notable Increase in Borrow Rate"
X Link 2025-12-05T18:14Z 13.8K followers, XXX engagements

"NuScale Power Corp CEO John Hopkins Sells 59768 Shares"
X Link 2024-03-24T04:14Z 13.8K followers, 6267 engagements

"DeepSeek V3.2 Release Boosts China's AI Market with Local Hardwa"
X Link 2025-12-05T20:59Z 13.8K followers, XX 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

"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

"Celsius Holdings (CELH) Reports Strong Market Share Growth and I"
X Link 2025-12-04T08:40Z 13.7K followers, XX 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, 1521 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

"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

"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

@gurufocus
/creator/twitter::gurufocus