Summary Both gurus have positions in Kraft Heinz, Taiwan Semiconductor, AppleAAPL , Johnson & JohnsonJNJ , VisaV and U.S. BancorpTBBK . Warren Buffett (Trades, Portfolio), the legendary investor w...
Tag: David Rolfe
2 Stocks David Rolfe And Daniel Loeb See Eye To Eye On
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...
David Rolfe Stakes A Claim On Texas Pacific Land, Exits Electronic Arts
Summary Guru entered position in Texas Pacific Land and sold out of Electronic Arts. He added to his Visa holding. Rolfe whittled down Edwards Lifesciences and Motorola Solutions. David Rolfe (Trades,...