Summary Loeb and Rolfe both have positions in UnitedHealth and Disney as of the three months ended June 30. They both sold shares of one stock, while buying the other. Even though gurus Daniel Loeb (T...
Tag: 2Q
Bill Nygren Buys Amazon, Curbs Humana Investment
Summary The guru established a stake in AmazonAMZN . He also reduced his HumanaHUM position by 74.12%. Nygren sold out of ConstellationDAG BrandSTZ s, Keurig Dr Petter and DXC TechnologyDXC . Bill Nyg...
Chase Coleman’s Tiger Global Carves Up Top Tech, Retail Holdings
Summary The investor curbed his positions in Snowflake, JD.com, Carvana, ServiceNowNOW and MicrosoftMSFT . Several of the stocks are among his top holdings. Chase Coleman (Trades, Portfolio), founder ...
David Tepper Buys Constellation Energy, Adds To Kohl’s Position
Summary The investor entered a stake in ConstellationDAG Energy. He added to his Kohl’s position. Tepper trimmed his holdings of Micron, Occidental and PG&E. Appaloosa Management leader Davi...
Robert Olstein Buys Scotts Miracle-Gro, Boosts 2 Top Holdings
Summary The investor added to his holdings of WestRockWRK and Zimmer BiometZBH . He whittled down his Timken position. Olstein sold out of JetBlue. Olstein Capital Management founder and Chief Investm...