Wallace Weitz Buys Gartner, Boosts 2 Top Holdings

Summary Investor entered one new position and increased the CoStar and Meta Platforms stakes. He also reduced the holdings of Charles Schwab and Aon AON . Wallace Weitz (Trades, Portfolio), head of We...

David Rolfe Curbs Keysight Technologies, Boosts Meta Platforms Stake

Summary The investor reduced his holdings of Keysight Technologies KEYS and Alphabet GOOGL . He added to the PayPal PYPL , Meta Platforms FB and Taiwan Semiconductor Manufacturing positions. David Rol...

Warren Buffett Dumps Wells Fargo, Picks Up Citigroup

Summary The guru entered eight new positions during the quarter, including two that were previously disclosed. He sold out of AbbVie ABBV , Bristol-Myers Squibb and Wells Fargo WFC . Warren Buffett (T...

Chris Davis Whittles Down Top Holding Wells Fargo, Adds To Meta Platforms Stake

Summary The guru reduced his holdings of Wells Fargo WFC and American Express AXP . Davis also increased his positions in Meta Platforms FB , Viatris VTRS and Coupang. Chris Davis (Trades, Portfolio),...

Charlie Munger’s Daily Journal Halves Alibaba Position

Summary The Chinese e-commerce company has seen its shares fall for more than a year. Munger’s company did not make any other changes to its equity portfolio. Renowned investor Charlie Munger (T...