Berkshire Hathaway reduced its position in Capital 1.
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Super Investors Are Buying Again — 7 Stocks Ranked
The creator analyzes investor filings to identify stocks that super investors are buying, focusing on consensus buys and ranking the seven most interesting opportunities. The analysis highlights that the market rally is broad-based, driven by earnings, and not just concentrated in tech, making valuation important. Several prominent investors are buying Uber, while there are mixed views on Alphabet and Amazon.
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American Express is mentioned as Berkshire Hathaway's second-largest disclosed equity exposure.
Apple is mentioned as Berkshire Hathaway's largest disclosed equity exposure.
Seth Klarman increased his Alphabet holdings, contributing to a mix of recovery trades and high-quality platforms.
Seth Klarman opened a new position in CME.
Seth Klarman increased his stake in GDS.
Seth Klarman increased his stake in Genuine Parts.
Seth Klarman increased his stake in Norwegian Cruise Line.
Oak Tree made additions to Telephone and Data Systems.
Terry Smith opened a new position in Verona as part of a portfolio transformation.