GuruTrack

2004 Q4 report

What hedge-fund gurus bought and sold this quarter

Managers filed8
Total value$159.04B
Stocks covered1755
Summary
2004 Q4 report: 8 tracked hedge-fund managers held 1755 stocks this quarter, a combined reported value of ~$159.04B. Most new buys: NEWCQ, AAPL, S. Most-held: MDC, SINA, AMX. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1NEWCQNEWCQNEW CENTURY FINANCIAL CORP2 new
2AAPLAAPLAPPLE INC2 new
3SSSPRINT NEXTEL CORP2 new
4WLTGQWLTGQWALTER ENERGY INC2 new
5BLOAQBLOAQBLOCKBUSTER INC2 new
6SSISSISPECTRASITE INC2 new
7AMTAMTAMERICAN TOWER CORP2 new
8DFDFDEAN FOODS CO NEW2 new
Most adds this quarter
1SINASINASINA CORP2 added
2GAPGAPGAP INC/THE2 added
3CNQCNQCANADIAN NATURAL RESOURCES2 added
4VGRVGRVECTOR GROUP LTD2 added
5IDTIDTIDT CORP2 added
6RVSNRVSNRADVISION LTD1 added
7OMNOMNOMNOVA SOLUTIONS INC1 added
8PRSUPRSUPURSUIT ATTRACTIONS AND HOSP1 added
Most trims / exits this quarter
1NCENNCENNEW CENTURY FINANCIAL CORP3 trimmed
2TASRTASRTASER INTL INC3 trimmed
3QCOMQCOMQUALCOMM INC2 trimmed
4BNKBNKBANKNORTH GROUP INC2 trimmed
5ADBEADBEADOBE INC2 trimmed
6WCWCWELLCHOICE INC2 trimmed
7GNWGNWGENWORTH FINANCIAL INC2 trimmed
8IACIIACIIAC/INTERACTIVECORP2 trimmed
Most-held
1MDCMDCMDC HOLDINGS INC3 holders
2SINASINASINA CORP3 holders
3AMXAMXAMERICA MOVIL-SPN ADR CL L3 holders
4WNGWNGWASHINGTON GROUP INTL INC3 holders
5BLOAQBLOAQBLOCKBUSTER INC3 holders
6AMTAMTAMERICAN TOWER CORP3 holders
7YHOOYHOOYAHOO INC3 holders
8SSISSISPECTRASITE INC3 holders
9CTRPCTRPCTRIP.COM INTERNATIONAL-ADR3 holders
10STFCSTFCSTATE AUTO FINL CORP3 holders

Hot sectors this quarter

Warren Buffett · Berkshire3 holdersHigh Dividend2 holdersJensen Huang · NVIDIA AI Ecosystem2 holdersCybersecurity2 holdersCloud & SaaS2 holdersTim Cook · Apple Supply Chain2 holdersDuan Yongping2 holdersLiquid Cooling2 holdersChina ADRs2 holdersShipping2 holders

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.