GuruTrack

2003 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed10
Total value$201.34B
Stocks covered2354
Summary
2003 Q3 report: 10 tracked hedge-fund managers held 2354 stocks this quarter, a combined reported value of ~$201.34B. Most new buys: MIM, CFC, CCU. Most-held: EBAY, WFC, GAP. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1MIMMIMMI Developments Inc - Cl A COMMON3 new
2CFCCFCCOUNTRYWIDE FINANCIAL CORP2 new
3CCUCCUClear Channel Communications COMMON2 new
4ALLSBALLSBALLSTREAM INC CL B LT VTG2 new
5XINGFXINGFQIAO XING UNVL RESOURCES INC2 new
6MHSMHSMEDCO HEALTH SOLUTIONS INC2 new
7AFRAFRAMERICAN FINL RLTY TR2 new
8SSSPRINT NEXTEL CORP2 new
Most adds this quarter
1EBAYEBAYEBAY INC3 added
2WFCWFCWELLS FARGO & CO2 added
3HCAHCAHCA INC2 added
4WYEWYED Wyeth COMMON2 added
5TVTVGRUPO TELEVISA SA-SPON ADR2 added
6COSTCOSTCOSTCO WHOLESALE CORP2 added
7ABTABTABBOTT LABORATORIES2 added
8CREECREECREE INC2 added
Most trims / exits this quarter
1CPSCPSChoicepoint Inc COMMON3 trimmed
2SEE 2 04.01.18 ASEE 2 04.01.18 ASEALED AIR CORP (NEW)2 trimmed
3POLPOLPOLYONE CORPORATION2 trimmed
4JJZJJZJACUZZI BRANDS INC2 trimmed
5ADPADPAUTOMATIC DATA PROCESSING2 trimmed
6LVLTXXXXLVLTXXXXLEVEL 3 COMMUNICATIONS INC2 trimmed
7LXKLXKLEXMARK INTERNATIONAL INC-A2 trimmed
8FMCCFMCCFREDDIE MAC2 trimmed
Most-held
1EBAYEBAYEBAY INC4 holders
2WFCWFCWELLS FARGO & CO3 holders
3GAPGAPGAP INC/THE3 holders
4PFEPFEPFIZER INC3 holders
5COSTCOSTCOSTCO WHOLESALE CORP3 holders
6SJRSJRSHAW COMMUNICATIONS INC-B3 holders
7IRMXXXXIRMXXXXIron Mountain Inc COMMON3 holders
8KOKOCOCA-COLA CO/THE3 holders
9MDCMDCMDC HOLDINGS INC3 holders
10CFCCFCCOUNTRYWIDE FINANCIAL CORP3 holders

Hot sectors this quarter

Warren Buffett · Berkshire5 holdersHigh Dividend4 holdersSemiconductors4 holdersAntibody-Drug Conjugates3 holdersAI & Compute3 holdersJensen Huang · NVIDIA AI Ecosystem3 holdersTim Cook · Apple Supply Chain3 holdersChina ADRs3 holdersCybersecurity3 holdersCloud & SaaS2 holders

Public SEC 13F filings may appear up to 45 days after quarter-end; STOCK Act / OGE trade filings are generally due within 45 days but may be late. Partial data only — research, not investment advice.