GuruTrack

2010 Q3 report

What hedge-fund gurus bought and sold this quarter

Managers filed13
Total value$112.74B
Stocks covered7880
Summary
2010 Q3 report: 13 tracked hedge-fund managers held 7880 stocks this quarter, a combined reported value of ~$112.74B. Most new buys: ORIT, CAG, LNCR. Most-held: AAPL, KO, BRK.B. From public SEC 13F filings, delayed up to ~45 days.
Most new buys this quarter
1ORITORITORITANI FINANCIAL CORP4 new
2CAGCAGCONAGRA BRANDS INC3 new
3LNCRLNCRLINCARE HLDGS INC3 new
4GRMNGRMNGARMIN LTD3 new
5AIGAIGAMERICAN INTERNATIONAL GROUP3 new
6QEPQEPQEP RESOURCES INC3 new
7OGEOGEOGE ENERGY CORP3 new
8CLXCLXCLOROX COMPANY3 new
Most adds this quarter
1AAPLAAPLAPPLE INC5 added
2CFNCFNCAREFUSION CORP4 added
3LSTZALSTZALIBERTY MEDIA CORP NEW LIB STAR COM4 added
4CSCCSCCOMPUTER SCIENCES CORP4 added
5METMETMETLIFE INC4 added
6LLTCLLTCLINEAR TECHNOLOGY CORP4 added
7DLMDLMDEL MONTE FOODS CO4 added
8TLABTLABTELLABS INC4 added
Most trims / exits this quarter
1HDHDHOME DEPOT INC5 trimmed
2SNDKSNDKSANDISK CORP4 trimmed
3MMMACY'S INC4 trimmed
4AMTAMTAMERICAN TOWER CORP4 trimmed
5FDXFDXFEDEX CORP4 trimmed
6AMZNAMZNAMAZON.COM INC4 trimmed
7BDXBDXBECTON DICKINSON AND CO4 trimmed
8LTDLTDLIMITED BRANDS INC4 trimmed
Most-held
1AAPLAAPLAPPLE INC8 holders
2KOKOCOCA-COLA CO/THE6 holders
3BRK.BBRK.BBERKSHIRE HATHAWAY INC-CL B5 holders
4WMTWMTWALMART INC5 holders
5AXPAXPAMERICAN EXPRESS CO5 holders
6COSTCOSTCOSTCO WHOLESALE CORP5 holders
7CNICNICANADIAN NATL RAILWAY CO5 holders
8USBUSBUS BANCORP5 holders
9XOMXOMEXXON MOBIL CORP5 holders
10MTBMTBM & T BANK CORP5 holders

Hot sectors this quarter

Warren Buffett · Berkshire10 holdersDuan Yongping9 holdersTim Cook · Apple Supply Chain8 holdersHigh Dividend6 holdersSam Altman · OpenAI Ecosystem6 holdersAI & Compute6 holdersSemiconductors5 holdersCloud & SaaS5 holdersJensen Huang · NVIDIA AI Ecosystem5 holdersAntibody-Drug Conjugates5 holders

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