Warren Buffett Slashes Taiwan Semiconductor, Adds To Louisiana-Pacific

Berkshire Hathaway’s 13F reveals it was buying Lousiana-Pacific, Apple and Paramount Global in the fourth quarter of 2022. The firm also reduced several positions. There were no new buys or sold...

Tom Gayner’s Firm Buys Brookfield Asset Management, Dumps Texas Pacific Land

Summary The guru invested in Brookfield Asset Management following its spinoff. He added to the Lockheed MartinLMT and Activision BlizzardATVI positions, while trimming the Regeneron holding. Gayner s...

Steven Romick Swaps Prosus For Naspers, Trims Top Holding Glencore

Summary The guru entered a new position in Naspers. He sold out of Prosus and Flutter Entertainment. Romick trimmed his Glencore and BroadcomAVGO investments. Steven Romick (Trades, Portfolio) disclos...

Bill Nygren Adds 3 Stocks To Portfolio, Boosts T-Mobile Stake

Summary The investor established positions in Willis Towers Watson, BorgWarner and Take-Two Interactive. He also increased his T-Mobile stake. Nygren curbed his investment in Bank of America. Oakmark ...

Li Lu Bulks Up Meta And Bank Of America Positions, Sheds Pinduoduo

Summary Guru increased his bets on Facebook’s parent company and Bank of America BAC . He sold out of Pinduoduo PDD . Li Lu (Trades, Portfolio), founder of Himalaya Capital Management, released ...

Cathie Wood Focuses On Top Holdings In 4th Quarter

Summary Wood boosted Zoom and Roku during the quarter. She reduced her positions in Tesla, Zillow and Unity Software. Catherine Wood (Trades, Portfolio) disclosed her firm’s fourth-quarter 2021 portfo...