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[@stockoholics](/creator/twitter/stockoholics)
"Leon Cooperman Q1 2025 $RRX - added XX% $OMF - added XXX% $VRT - added X% $ABR $ADT - sold out"  
[X Link](https://x.com/stockoholics/status/1923046542115528916) [@stockoholics](/creator/x/stockoholics) 2025-05-15T16:03Z 1751 followers, 1184 engagements


"Baker Brothers Q2 2025 $ONC - unchanged at XX% of port $INSM - added XX% $SMMT - added XX% $CELC - added 42%"  
[X Link](https://x.com/stockoholics/status/1960086331050336591) [@stockoholics](/creator/x/stockoholics) 2025-08-25T21:06Z 1751 followers, 15K engagements


"$FER Ferrovial to develop XXX MW solar facility in Milam County Texas"  
[X Link](https://x.com/stockoholics/status/1960341791208857654) [@stockoholics](/creator/x/stockoholics) 2025-08-26T14:01Z 1753 followers, XXX engagements


"Chase Coleman - Tiger Global Management Q2 2025 $AMZN - added XX% $RDDT - added XX% $PDD - sold out"  
[X Link](https://x.com/stockoholics/status/1963376234400043312) [@stockoholics](/creator/x/stockoholics) 2025-09-03T22:59Z 1751 followers, 1714 engagements


"$BSY 1000 of the $XX calls bought 2026-02-20"  
[X Link](https://x.com/stockoholics/status/1973128301398073613) [@stockoholics](/creator/x/stockoholics) 2025-09-30T20:50Z 1752 followers, XXX engagements


"Bonhoeffer's higher growth and moaty businesses Q2 2024 Q&A $ASHTY Ashtead Group: RoIC = XX% (NA) 5-yr growth= 15-20% 5-yr fwd. P/E = 9.3x $BLDR Builders FirstSource: RoE = XX% 5-yr growth = 12-15% 5-yr fwd. P/E = 8x $ABG Asbury Automotive: RoE = XX% 5-yr growth = 15-20% 5-yr fwd. P/E = 3.7x $FFBB FFB Bancorp: RoE = XX% 5-yr growth = 25-30% 5-yr fwd. P/E = 3.5x"  
[X Link](https://x.com/stockoholics/status/1841221867207823656) [@stockoholics](/creator/x/stockoholics) 2024-10-01T21:01Z 1751 followers, XXX engagements


"Greg Alexander - Conifer Management Q2 2025 $EQH- kept at XX% $GPI - kept at XX% $SDHC - new position"  
[X Link](https://x.com/stockoholics/status/1960395503847272749) [@stockoholics](/creator/x/stockoholics) 2025-08-26T17:34Z 1752 followers, XXX engagements


"$CART 1100 of the $XX calls bought 2026-03-20"  
[X Link](https://x.com/stockoholics/status/1973419206315221311) [@stockoholics](/creator/x/stockoholics) 2025-10-01T16:06Z 1752 followers, XXX engagements


"Emeth Value Capital Q2 2025 $DRVN - keeps at XX% of port $BN - reduced X% $BUR - increased X% $SEAT - increased XX% $ARCO - increased 10%"  
[X Link](https://x.com/stockoholics/status/1960094952878440493) [@stockoholics](/creator/x/stockoholics) 2025-08-25T21:40Z 1752 followers, 2035 engagements


"Prem Watsa - Fairfax Financial Holdings Q2 2025 $KHC - added XX% $VOO - new position $TSM - reduced XX% $MU - sold out"  
[X Link](https://x.com/stockoholics/status/1960396224068248004) [@stockoholics](/creator/x/stockoholics) 2025-08-26T17:37Z 1751 followers, XXX engagements


"Alex Roepers - Atlantic Investment Management Q2 2025 $GTLS - added XX% (now XX% of port) $APTV - reduced XX% $ASH - added XXX% $BLDR - new X% position $EMN - reduced XX% $GT $PVH - new X% positions $DAR - sold out"  
[X Link](https://x.com/stockoholics/status/1963712310520033751) [@stockoholics](/creator/x/stockoholics) 2025-09-04T21:14Z 1752 followers, XXX engagements