---
title: 13F filings, Q3 2013
canonical: https://sweetvaluelab.com/investors/13f/2013-q3
quarter: 2013-09-30
deadline: 2013-11-14
filed: 2015-11-12
---
# 13F filings, Q3 2013

Holdings as of Sep 30, 2013, due by Nov 14, 2013. 65 of 85 tracked investors have filed; changes are computed for the 64 with holdings in both Q3 2013 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| TWENTY FIRST CENTY FOX INC | 8 | $4.6B |
| MOS | 6 | $204.9M |
| SPRINT CORP (first appearance: spin-off or new listing) | 5 | $637.2M |
| BB (first appearance: spin-off or new listing) | 5 | $527.0M |
| NWSA | 5 | $227.0M |
| HAL | 5 | $127.6M |
| AAPL | 4 | $2.2B |
| LOW | 4 | $945.5M |
| NWS (first appearance: spin-off or new listing) | 4 | $536.1M |
| META | 4 | $465.0M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| NEWS CORP | 6 | $1.5B |
| SPRINT CORP | 5 | $2.4B |
| RESEARCH IN MOTION LTD | 5 | $752.1M |
| DELL INC | 4 | $3.2B |
| MSFT | 4 | $173.0M |
| ADP | 4 | $106.9M |
| GOOGLE INC | 3 | $72.5M |
| BMC SOFTWARE INC | 3 | $72.4M |
| WMT | 3 | $53.1M |
| TIME WARNER CABLE INC | 3 | $51.5M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| TWENTY FIRST CENTY FOX INC | 9 / 0 | +$4.6B |
| AAPL | 10 / 10 | +$1.9B |
| BRK/B | 7 / 11 | +$1.5B |
| MU | 4 / 1 | +$1.3B |
| MSFT | 16 / 14 | +$1.3B |
| BIDU | 4 / 2 | +$1.3B |
| XOM | 7 / 9 | +$922.6M |
| APD | 3 / 4 | +$828.7M |
| BAC | 8 / 8 | +$777.1M |
| ORCL | 11 / 10 | +$755.9M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| DELL INC | 1 / 8 | −$3.3B |
| SPRINT CORP | 0 / 5 | −$2.4B |
| BA | 3 / 8 | −$1.6B |
| NEWS CORP | 0 / 6 | −$1.5B |
| ISRG | 2 / 3 | −$1.3B |
| YAHOO INC | 2 / 3 | −$996.3M |
| TWXCHF | 1 / 5 | −$822.6M |
| RESEARCH IN MOTION LTD | 0 / 5 | −$752.1M |
| CX | 1 / 5 | −$743.5M |
| COP | 3 / 9 | −$742.6M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | added XOM +$761.0M; reduced COP −$736.4M; added DVA +$85.3M; reduced GLAXOSMITHKLINE PLC −$56.7M; reduced DIRECTV −$45.5M |
| Druckenmiller (Duquesne Family Office LLC) | bought SLB +$87.7M; reduced CBS Corp −$86.2M; bought AMZN +$49.3M; sold PG −$43.6M; bought ILMN +$41.0M |
| Soros (Soros Fund Management LLC) | bought MSFT +$419.1M; reduced GOOGLE INC −$203.6M; sold MU 1.875 06/01/14 −$178.3M; bought FDX +$173.0M; bought TEVA +$136.3M |
| Bridgewater (Bridgewater Associates, LP) | reduced FFIV −$22.6M; sold TESORO CORP −$20.1M; sold BEN −$18.3M; sold CTSH −$17.9M; bought HEWLETT PACKARD CO +$17.5M |
| Ackman (Pershing Square Inc.) | added APD +$1.1B; sold JCPCHF −$667.4M; reduced GENERAL GROWTH PPTYS INC NEW −$619.4M; reduced PG −$515.2M; reduced CANADIAN PAC RY LTD −$127.6M |
| Klarman (Baupost Group LLC) | reduced BP −$546.4M; sold AIG −$452.4M; added MU +$393.1M; added THERAVANCE INC +$80.6M; sold INVA 3 01/15/15 −$79.4M |
| Tepper (Appaloosa LP) | reduced GT −$70.9M; reduced AAPL −$66.2M; sold CMCSA −$61.4M; bought FCX +$58.0M; reduced BAC −$56.9M |
| Loeb (Third Point LLC) | reduced YAHOO INC −$1.5B; bought FDX +$228.2M; added BID1EUR +$179.3M; sold NEWS CORP −$130.3M; sold TIFEUR −$120.2M |

Not filed for Q3 2013: Burry (last: none), Li Lu (last: none), Duan Yongping (last: none), Norbert Lou (last: none), Henry Ellenbogen (last: none), Valley Forge (last: none), Glenn Welling (last: none), Clifford Sosin (last: none), AltaRock (last: none), Francois Rochon (last: none), Bryan Lawrence (last: none), Pat Dorsey (last: none), Chris Hohn (last: none), AKO Capital (last: none), Greg Alexander (last: none), Dennis Hong (last: none), Samantha McLemore (last: none), Robert Vinall (last: none), Josh Tarasoff (last: none), Guy Spier (last: none).

---

Source: https://sweetvaluelab.com/investors/13f/2013-q3 (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs; share changes priced at each quarter's reported value. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.