GuruTrack

2000 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed8
Total value$1.55T
Stocks covered634
Summary
2000 Q3 report: 8 tracked hedge-fund managers held 634 stocks this quarter, a combined reported value of ~$1.55T. Most new buys: ALFCQ 6 11.01.02, VSTNQ, NOC. Most-held: VSTNQ, EME, SEE 2 04.01.18 A. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1ALFCQ 6 11.01.02ALFCQ 6 11.01.02ASSISTED LIVING CONCEPTS2 new
2VSTNQVSTNQVISTEON CORP2 new
3NOCNOCNORTHROP GRUMMAN CORP2 new
4FLYRFLYRNAVIGANT INTERNATIONAL INC2 new
5MEIMEIMETHODE ELECTRONICS INC2 new
6CLSCN 0 08.01.20CLSCN 0 08.01.20CELESTICA INC1 new
7RVTY 0 08.07.20RVTY 0 08.07.20PERKINELMER INC1 new
8PWR 4 07.01.07PWR 4 07.01.07QUANTA SERVICES INC1 new
Most adds this quarter
1FCXFCXFREEPORT-MCMORAN INC2 added
2GTIVGTIVGentiva Health Services2 added
3MATMATMATTEL INC2 added
4A102DIVA102DIVTELECOMUNICACOES DE SAO PAUL1 added
5VAL 0 04.24.18VAL 0 04.24.18PRIDE INTERNATIONAL INC1 added
6SANM 3 03.15.07SANM 3 03.15.07SCI SYSTEMS INC1 added
7TMBTMBTELEMIG CELULAR PART S A SPON ADR1 added
8PNFTQPNFTQPENN TRAFFIC1 added
Most trims / exits this quarter
1BCEBCEBCE INC3 trimmed
2LULULUCENT TECHNOLOGIES INC3 trimmed
3COMSCOMS3COM CORP2 trimmed
4RXRXIMS HEALTH INC2 trimmed
5SOLUQSOLUQSOLUTIA INC2 trimmed
6TMOTMOTHERMO FISHER SCIENTIFIC INC2 trimmed
7AVGO 4 02.15.05AVGO 4 02.15.05LSI CORP1 trimmed
8SEE 2 04.01.18 ASEE 2 04.01.18 ASEALED AIR CORP (NEW)1 trimmed
Most-held
1VSTNQVSTNQVISTEON CORP3 holders
2EMEEMEEMCOR GROUP INC2 holders
3SEE 2 04.01.18 ASEE 2 04.01.18 ASEALED AIR CORP (NEW)2 holders
4KOKOCOCA-COLA CO/THE2 holders
5AXPAXPAMERICAN EXPRESS CO2 holders
6FCXFCXFREEPORT-MCMORAN INC2 holders
7WFCWFCWELLS FARGO & CO2 holders
8STISTISunTrust Banks Inc2 holders
9CXXXXCXXXXCITIGROUP INC C2 holders
10ALFCQ 6 11.01.02ALFCQ 6 11.01.02ASSISTED LIVING CONCEPTS2 holders

Hot sectors this quarter

Warren Buffett · Berkshire2 holdersHigh Dividend2 holdersCritical Minerals2 holdersDefense & Space2 holdersDefense AI & Drones2 holdersQuantum Computing1 holdersAI Power & Grid1 holdersNuclear Renaissance1 holdersAntibody-Drug Conjugates1 holdersTim Cook · Apple Supply Chain1 holders

Public SEC 13F filings may appear up to 45 days after quarter-end and cover only some long positions. Research only, not investment advice.