Guru Portfolios
94 posts
Smart Money Is Buying ABM Industries Inc. (ABM)According to the most recent reported 13F filings, institutional investors continued to show notable buying interest in ABM Industries Inc. (ABM), with several respected value i…
Joel Greenblatt’s Latest Portfolio: Top Stocks, Biggest Buys, and Key ChangesJoel Greenblatt reported an equity portfolio valued at approximately $32.65 billion in the latest reported quarter, reflecting Gotham Asset Management’s long-standing emphasis o…
Smart Money Is Buying Avantor Inc (AVTR)According to the most recent reported 13F filings, institutional investors showed renewed buying interest in Avantor Inc (AVTR), with several prominent hedge funds, quantitative…
Smart Money Is Buying LKQ Corp (LKQ)According to the most recent reported 13F filings, institutional investors continued to show notable buying interest in LKQ Corp (LKQ), with several respected value investors, q…
Smart Money Is Buying Netflix Inc (NFLX)According to the most recent reported 13F filings, institutional investors continued to show strong buying interest in Netflix Inc (NFLX), with several prominent hedge funds, qu…
Smart Money Is Buying Broadcom Inc. (AVGO)According to the most recent reported 13F filings, institutional investors continued to show strong buying interest in Broadcom Inc. (AVGO), with several prominent hedge funds, …
Smart Money Is Buying Avantor Inc. (AVTR)According to the most recent reported 13F filings, institutional investors showed constructive and increasingly broad buying interest in Avantor Inc. (AVTR), with activity led b…
Smart Money Is Buying Owens Corning (OC)According to the most recent reported 13F filings, institutional investors showed selective buying interest in Owens Corning (OC), with activity led by quantitative firms, value…
Rob Vinall’s (RV CAPITAL) Top Holdings, Trades & Investment StrategyRV Capital AG reported an equity portfolio of approximately $429.5 million in the latest reported quarter, reflecting founder Rob Vinall’s highly concentrated, long-term investm…
Smart Money Is Buying Mohawk Industries Inc. (MHK)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Mohawk Industries Inc. (MHK), with activity led b…
Tweedy, Browne Co LLC Top Holdings, Trades & Investment StrategyTweedy, Browne Co LLC reported an equity portfolio of approximately $1.26 billion in the latest quarter, continuing the firm’s long-standing commitment to classic value investin…
Smart Money Is Buying Darling Ingredients Inc. (DAR)According to the most recent reported 13F filings, institutional investors showed selective but constructive buying interest in Darling Ingredients Inc. (DAR), with activity led…
Nick Train Portfolio Update: Top Holdings, Latest Buys & Stock MovesNick Train’s Lindsell Train Ltd reported an equity portfolio of approximately $3.14 billion in the latest reported quarter, continuing to reflect Train’s long-standing philosoph…
Smart Money is Buying Baxter International Inc. (BAX)According to the most recent 13F filings, institutional investors showed broad-based buying interest in Baxter International Inc. (BAX), with activity spanning value-oriented ma…
Inside Ed Wachenheim’s Portfolio: Why Greenhaven is Doubling Down on HomebuildersEd Wachenheim’s Greenhaven Associates Inc. reported an equity portfolio of approximately $6.07 billion in the latest reported quarter, continuing to reflect a disciplined, low-P…
Top Superinvestors Are Buying Broadcom Inc. (AVGO)According to the most recent 13F filings, institutional investors showed broad-based buying interest in Broadcom Inc. (AVGO), with activity spanning quantitative managers, long-…
Top Superinvestors Are Buying Progressive Corp (PGR)According to the most recent 13F filings, institutional investors showed targeted buying interest in Progressive Corp (PGR), with activity spanning quantitative, value-oriented,…
Top Superinvestors Are Buying Target Corporation (TGT)According to the most recent 13F filings, institutional investors made selective additions to Target Corporation (TGT), signaling cautious but notable interest from quantitative…