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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: XXX [#](/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: XX [#](/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 +0.20%
- X Month XXXXXX +1.90%
- X Months XXXXXX +5%
- X Year XXXXXX +13%

### CreatorRank: XXXXXXXXX [#](/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)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [automotive brands](/list/automotive-brands)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [currencies](/list/currencies)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 39.73%, [$googl](/topic/$googl) 5.48%, [$fisv](/topic/$fisv) #10, [$amzn](/topic/$amzn) #425, [$nvda](/topic/$nvda) #3377, [ai](/topic/ai) 4.11%, [$unh](/topic/$unh) #99, [cvs](/topic/cvs) #207, [$cvs](/topic/$cvs) #19, [$he](/topic/$he) #19

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

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Fiserv Inc (FISV)](/topic/$fisv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [UnitedHealth Group (UNH)](/topic/$unh) [CVS Health Corp (CVS)](/topic/cvs) [Hawaiian Electric Industries, Inc. (HE)](/topic/$he) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Boeing Co (BA)](/topic/$ba) [Campbell Soup Company (CPB)](/topic/$cpb) [BABB (BAX)](/topic/$bax) [Advanced Micro Devices (AMD)](/topic/$amd) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Target Corporation (TGT)](/topic/$tgt) [American International Group Inc (AIG)](/topic/$aig) [FedEx Corporation (FDX)](/topic/$fdx) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Validity (VAL)](/topic/$val) [Mastercard, Inc. (MA)](/topic/$ma) [Eli Lilly and Company (LLY)](/topic/$lly) [Willis Towers Watson Public Limited Company Ordinary Shares (WTW)](/topic/$wtw) [Brookfield Corporation (BN)](/topic/$bn) [UNIPOLY (UNP)](/topic/$unp) [Elevance Health Inc (ELV)](/topic/$elv) [Metadium (META)](/topic/$meta) [Exxon Mobil (XOM)](/topic/$xom) [Philip Morris International Inc. (PM)](/topic/$pm) [S&P Global Inc (SPGI)](/topic/$spgi) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [AT&T Inc. (T)](/topic/$t) [Elcoin (EL)](/topic/$el) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Honda Motor Co., Ltd. (HMC)](/topic/$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/$rdn) [NuScale Power Corporation (SMR)](/topic/$smr) [Northern Trust Corporation (NTRS)](/topic/$ntrs) [Bedrock (BR)](/topic/$br) [SatoshiSync (SSNC)](/topic/$ssnc) [Misbloc (MSB)](/topic/$msb) [Zoetis Inc (ZTS)](/topic/zoetis-inc) [Pfizer, Inc. (PFE)](/topic/$pfe) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Arcblock (ABT)](/topic/$abt) [Colgate-Palmolive Company (CL)](/topic/$cl) [Capital One Financial Corp. (COF)](/topic/$cof) [Enovis Corporation (ENOV)](/topic/$enov) [Bakkt Holdings, Inc. (BKKT)](/topic/$bkkt) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Loar Holdings Inc. (LOAR)](/topic/$loar) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg)
### Top Social Posts
Top posts by engagements in the last XX hours

"Nvidia Says $XXX Billion OpenAI Investment Framework Not Yet Fin"  
[X Link](https://www.gurufocus.com/news/3230523/nvidia-says-100-billion-openai-investment-framework-not-yet-finalized)  2025-12-09T23:03Z 13.8K followers, XX engagements


"Decoding Lam Research Corp (LRCX): A Strategic SWOT Insight"  
[X Link](https://www.gurufocus.com/news/3160952/decoding-lam-research-corp-lrcx-a-strategic-swot-insight)  2025-10-26T18:19Z 13.8K followers, XXX engagements


"NIO Sees Light Options Activity with Bullish Indicators"  
[X Link](https://www.gurufocus.com/news/3238070/nio-sees-light-options-activity-with-bullish-indicators)  2025-12-08T20:16Z 13.8K followers, XXX engagements


"Insider Buying: Brian John Acquires Additional Shares of Off The"  
[X Link](https://www.gurufocus.com/news/3222528/insider-buying-brian-john-acquires-additional-shares-of-off-the-hook-ys-inc-oth)  2025-11-25T12:44Z 13.8K followers, XXX engagements


"U.S. Government Plans Equity Investments in Critical Minerals Fi"  
[X Link](https://www.gurufocus.com/news/3234414/us-government-plans-equity-investments-in-critical-minerals-firm-mp)  2025-12-04T20:15Z 13.8K followers, XXX engagements


"F5 Expands Strategic Collaboration With NetApp to Enhance AI App"  
[X Link](https://www.gurufocus.com/news/3239354/f5-expands-strategic-collaboration-with-netapp-to-enhance-ai-application-performance-and-safeguard-data-with-postquantum-cryptography)  2025-12-09T18:09Z 13.8K followers, X engagements


"Kalshi's Record-Breaking Trades Impact Sports Betting Stocks"  
[X Link](https://www.gurufocus.com/news/3126452/kalshis-recordbreaking-trades-impact-sports-betting-stocks)  2025-12-09T19:51Z 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](https://x.com/gurufocus/status/1989347969154367867)  2025-11-14T15:01Z 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](https://x.com/gurufocus/status/1993349490971988147)  2025-11-25T16:02Z 13.8K followers, XXX engagements


"Analyst Baird Raises Ulta Beauty (ULTA) Price Target to $XXX U"  
[X Link](https://www.gurufocus.com/news/3235515/analyst-baird-raises-ulta-beauty-ulta-price-target-to-670-ulta-stock-news)  2025-12-05T14:13Z 13.8K followers, XX 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, 6278 engagements


"YapWorld: The First AI Creator Economy Forging Human Connection"  
[X Link](https://www.gurufocus.com/news/3222039/yapworld-the-first-ai-creator-economy-forging-human-connection)  2025-12-03T13:18Z 13.8K followers, XXX engagements


"Saudi Arabia's PIF Nears Full Control of Electronic Arts (EA)"  
[X Link](https://www.gurufocus.com/news/3230663/saudi-arabias-pif-nears-full-control-of-electronic-arts-ea)  2025-12-03T04:26Z 13.8K followers, XXX engagements


"Fintech is reshaping the economics of Alternative Assets $NTRS $BR $SSNC $FRGE #stocks #investing #valueinvesting #Fintech #Growth"  
[X Link](https://x.com/gurufocus/status/1985709770720911697)  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](https://x.com/gurufocus/status/1985868051309273370)  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](https://x.com/gurufocus/status/1985868420223512683)  2025-11-05T00:35Z 13.8K followers, XXX 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](https://x.com/gurufocus/status/1986206994944925788)  2025-11-05T23:00Z 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](https://x.com/gurufocus/status/1986596278189351252)  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](https://x.com/gurufocus/status/1986931965509935450)  2025-11-07T23:01Z 13.8K followers, XXX engagements


"P20251109 - JOYY's Reset: A Cash-Rich Turnaround Story $JOYY $WB #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1987626965973545002)  2025-11-09T21:02Z 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](https://x.com/gurufocus/status/1987928392948130017)  2025-11-10T17:00Z 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](https://x.com/gurufocus/status/1988955353246060794)  2025-11-13T13:01Z 13.8K followers, XXX engagements


"From Boom to Base Case: Execution Is the Real Story with Argan $AGX $PWR $MTZ #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1988977439905574913)  2025-11-13T14:29Z 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](https://x.com/gurufocus/status/1989001169935425577)  2025-11-13T16:03Z 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](https://x.com/gurufocus/status/1989091948234166326)  2025-11-13T22:04Z 13.8K followers, XXX engagements


"Akre Capital Management's Strategic Move: Significant Increase in Fair Isaac Corp Holdings $MA $BN $KKR $V $MCO $FICO $CPRT $DHR #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1989092069290164493)  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](https://x.com/gurufocus/status/1989092180930040305)  2025-11-13T22:05Z 13.8K followers, 1360 engagements


"Seth Klarman's Strategic Moves: Union Pacific Corp Takes Center Stage with XXXX% Portfolio Share $QSR $GOOG $ELV $CRH $WTW $UNP $GPC $COLD $VSAT $LBRDK $WCC #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1989106111169933387)  2025-11-13T23:00Z 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](https://x.com/gurufocus/status/1989106360013721757)  2025-11-13T23:01Z 13.8K followers, 1619 engagements


"Yale University's Strategic Investment in Vera Therapeutics Inc: A XXXXX% Portfolio Stake $ITOT $VERA $DOOO $REI #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1989332964342202852)  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](https://x.com/gurufocus/status/1989347720331448802)  2025-11-14T15:00Z 13.8K followers, XXX engagements


"Third Avenue Management Exits Deutsche Bank AG Impacting Portfolio by -XXXX% $TDW $HCC $VAL $BN $FPH $BCC $ROG $SKY $UNF $DB $ORI $MYRG $ITIC #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1989363204628058154)  2025-11-14T16:02Z 13.8K followers, XXX engagements


"Stanley Druckenmiller's Strategic Moves: Exiting Philip Morris International Inc with a -XXXX% Impact $NTRA $INSM $TEVA $TSM $WWD $EEM $AMZN $FIGR $BAC $NAMS $PM $ENTG $FLUT #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1989424459044831681)  2025-11-14T20:05Z 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](https://x.com/gurufocus/status/1991280471175545168)  2025-11-19T23:00Z 13.8K followers, XXX engagements


"Market Today: Stocks rally AI chip rivalry consumers cool; utilities' ROE cut eyed $AAPL $GOOGL $NVDA $META $AMZN $WMT $TGT $FNMA $FMCC $AVGO $BLK $CPB $DKS $FL $DJT $COIN $BP $DAL $ALK $BA $V $PLTR $EQR $AVB $HD $XOM $BBY $NVO $PCG $EIX $SRE $DE $WDAY $ZS $HPQ $NTAP $JNJ $SPGI $PIPR $CDW $RHI $RJET $CARR $LLY $CVX $NUVL $STAA #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1994002919838957635)  2025-11-27T11:18Z 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


"Greif: When Industrial Discipline Becomes Its Own Catalyst $gef $ see $ ip #stocks #investing #valueinvesting #"  
[X Link](https://x.com/gurufocus/status/1997242906285855184)  2025-12-06T09:53Z 13.8K followers, XXX engagements