GuruTrack

2007 Q1 report

What hedge-fund gurus bought and sold this quarter

Managers filed10
Total value$99.75B
Stocks covered4390
Summary
2007 Q1 report: 10 tracked hedge-fund managers held 4390 stocks this quarter, a combined reported value of ~$99.75B. Most new buys: UFS, FRH, P105PS. Most-held: BUD, WFC, UNP. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1UFSUFSDOMTAR CORP4 new
2FRHFRHFREEDOM ACQUISITION HLDGS IN3 new
3P105PSP105PSINTEGRYS ENERGY GROUP INC3 new
4USBUSBUS BANCORP2 new
5TRVTRVTRAVELERS COS INC/THE2 new
6DTEDTEDTE ENERGY COMPANY2 new
7KSUKSUKANSAS CITY SOUTHERN2 new
8SINASINASINA CORP2 new
Most adds this quarter
1CMCSKCMCSKCOMCAST CORP NEW4 added
2UNPUNPUNION PACIFIC CORP3 added
3FRXFRXFOREST LABS INC3 added
4TSOTSOTESORO CORP3 added
5MHFIMHFIMCGRAW HILL FINL INC3 added
6RAIRAIREYNOLDS AMERICAN INC3 added
7LHLHLABORATORY CORP AMER HLDGS3 added
8AIZAIZASSURANT INC3 added
Most trims / exits this quarter
1AMPAMPAMERIPRISE FINANCIAL INC5 trimmed
2UNHUNHUNITEDHEALTH GROUP INC4 trimmed
3CORECORECORE-MARK HOLDING CO INC3 trimmed
4GMGMQGMGMQGENERAL MTRS CORP3 trimmed
5AAPLAAPLAPPLE INC3 trimmed
6SLBSLBSLB LTD3 trimmed
7HSPHSPHOSPIRA INC3 trimmed
8PDPDPHELPS DODGE CORP3 trimmed
Most-held
1BUDBUDANHEUSER BUSCH COS INC4 holders
2WFCWFCWELLS FARGO & CO4 holders
3UNPUNPUNION PACIFIC CORP4 holders
4AXPAXPAMERICAN EXPRESS CO4 holders
5WMTWMTWALMART INC4 holders
6USBUSBUS BANCORP4 holders
7USGUSGU S G CORP4 holders
8NKENKENIKE INC -CL B4 holders
9ASDASDAMERICAN STANDARD COS INC4 holders
10MLMMLMMARTIN MARIETTA MATERIALS4 holders

Hot sectors this quarter

Warren Buffett · Berkshire5 holdersSemiconductors5 holdersTim Cook · Apple Supply Chain5 holdersHigh Dividend4 holdersAI & Compute4 holdersCloud & SaaS4 holdersAntibody-Drug Conjugates4 holdersSam Altman · OpenAI Ecosystem4 holdersRobotaxi & AV4 holdersQuantum Computing3 holders

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