GuruTrack

2005 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed11
Total value$58.59B
Stocks covered2680
Summary
2005 Q3 report: 11 tracked hedge-fund managers held 2680 stocks this quarter, a combined reported value of ~$58.59B. Most new buys: UBB, AMP, PXP. Most-held: HD, PHM, AXP. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1UBBUBBUNIBANCO-UNIAO DE BANCOS BRA GDR REP PFD UT3 new
2AMPAMPAMERIPRISE FINANCIAL INC2 new
3PXPPXPPlains Exploration & Production COMMON2 new
4FDXFDXFEDEX CORP2 new
5CEYCEYCertegy COMMON2 new
6CFCFCF INDUSTRIES HOLDINGS INC2 new
7DNBDNBDun & Bradstreet Corp COMMON2 new
8LGNDLGNDLigand Pharmaceuticals COMMON2 new
Most adds this quarter
1PHMPHMPULTEGROUP INC3 added
2AMXAMXAMERICA MOVIL-SPN ADR CL L2 added
3CNICNICANADIAN NATL RAILWAY CO2 added
4FAFXXXXFAFXXXXFIRST AMERN CORP CALIF2 added
5CMCSKCMCSK.............................. COMCAST CORP NEW2 added
6EYEEYEAdvanced Medical Optics COMMON2 added
7SSSPRINT NEXTEL CORP2 added
8DADEDADEDADE BEHRING HLDGS INC2 added
Most trims / exits this quarter
1HCBKHCBKHUDSON CITY BANCORP3 trimmed
2UNSUNSUNISOURCE ENERGY CORP3 trimmed
3DELLDELLDELL INC3 trimmed
4ORCLORCLORACLE CORP3 trimmed
5GOOGLXXXXGOOGLXXXXGOOGLE INC3 trimmed
6NTLINTLINTL INC DEL2 trimmed
7TLWTTLWTTELEWEST GLOBAL INC2 trimmed
8NWSAXXXXNWSAXXXXNEWS CORP2 trimmed
Most-held
1HDHDHOME DEPOT INC4 holders
2PHMPHMPULTEGROUP INC4 holders
3AXPAXPAMERICAN EXPRESS CO3 holders
4GOOGLXXXXGOOGLXXXXGOOGLE INC3 holders
5AMXAMXAMERICA MOVIL-SPN ADR CL L3 holders
6USGUSGU S G CORP3 holders
7COSTCOSTCOSTCO WHOLESALE CORP3 holders
8NTLINTLINTL INC DEL3 holders
9TYCXXXXTYCXXXXD Tyco International LTD COMMON3 holders
10NKENKENIKE INC -CL B3 holders

Hot sectors this quarter

Warren Buffett · Berkshire6 holdersAI & Compute5 holdersHigh Dividend4 holdersSemiconductors4 holdersSam Altman · OpenAI Ecosystem4 holdersCloud & SaaS4 holdersAntibody-Drug Conjugates4 holdersJensen Huang · NVIDIA AI Ecosystem4 holdersTim Cook · Apple Supply Chain3 holdersAI Power & Grid3 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.