GuruTrack

2006 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed9
Total value$793.99B
Stocks covered2906
Summary
2006 Q3 report: 9 tracked hedge-fund managers held 2906 stocks this quarter, a combined reported value of ~$793.99B. Most new buys: MLM, HD, BNI. Most-held: HD, FDC, MSFT. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1MLMMLMMARTIN MARIETTA MATERIALS3 new
2HDHDHOME DEPOT INC2 new
3BNIBNIBURLINGTON NORTHN SANTA FE C2 new
4MCDMCDMCDONALD'S CORP2 new
5AMATAMATAPPLIED MATERIALS INC2 new
6MAMAMASTERCARD INC - A2 new
7ECAECAENCANA CORP2 new
8SUPXSUPXSUPERTEX INC2 new
Most adds this quarter
1FSLBFSLBFREESCALE SEMICONDUCTOR-B3 added
2MLSMLSMILLS CORP/THE2 added
3HRZLHRZLHORIZON LINES INC2 added
4QNTAQNTAQUANTA CAPITAL HLDGS LTD2 added
5WFCWFCWELLS FARGO & CO2 added
6NKENKENIKE INC -CL B2 added
7UNHUNHUNITEDHEALTH GROUP INC2 added
8LOWLOWLOWE'S COS INC2 added
Most trims / exits this quarter
1TGTTGTTARGET CORP3 trimmed
2PFEPFEPFIZER INC3 trimmed
3SSSPRINT NEXTEL CORP3 trimmed
4MSFTMSFTMICROSOFT CORP3 trimmed
5AMPAMPAMERIPRISE FINANCIAL INC2 trimmed
6VIABVIABVIACOM INC-CLASS B2 trimmed
7STJSTJST JUDE MED INC2 trimmed
8GSGSGOLDMAN SACHS GROUP INC2 trimmed
Most-held
1HDHDHOME DEPOT INC4 holders
2FDCFDCFIRST DATA CORP4 holders
3MSFTMSFTMICROSOFT CORP4 holders
4WLTGQWLTGQWALTER ENERGY INC3 holders
5CORECORECORE-MARK HOLDING CO INC3 holders
6BUDBUDANHEUSER BUSCH COS INC3 holders
7COPCOPCONOCOPHILLIPS3 holders
8AXPAXPAMERICAN EXPRESS CO3 holders
9NKENKENIKE INC -CL B3 holders
10JNJJNJJOHNSON & JOHNSON3 holders

Hot sectors this quarter

Warren Buffett · Berkshire4 holdersAI & Compute4 holdersCloud & SaaS4 holdersSam Altman · OpenAI Ecosystem4 holdersHigh Dividend3 holdersJensen Huang · NVIDIA AI Ecosystem3 holdersSemiconductors3 holdersAdvanced Packaging3 holdersAntibody-Drug Conjugates2 holdersGrid & Electrification2 holders

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