---
title: 13F filings, Q4 2013
canonical: https://sweetvaluelab.com/investors/13f/2013-q4
quarter: 2013-12-31
deadline: 2014-02-14
filed: 2014-04-18
---
# 13F filings, Q4 2013

Holdings as of Dec 31, 2013, due by Feb 14, 2014. 66 of 85 tracked investors have filed; changes are computed for the 65 with holdings in both Q4 2013 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| EBAY | 8 | $612.2M |
| GHC (first appearance: spin-off or new listing) | 6 | $1.6B |
| AAL (first appearance: spin-off or new listing) | 4 | $348.5M |
| BIDU | 4 | $291.4M |
| ABEV (first appearance: spin-off or new listing) | 4 | $283.8M |
| E M C CORP MASS | 4 | $215.4M |
| VZ | 4 | $86.9M |
| TIME WARNER CABLE INC | 4 | $62.5M |
| ICE | 3 | $591.7M |
| Baker Hughes Inc. | 3 | $523.7M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| WASHINGTON POST CO | 6 | $1.5B |
| DELL INC | 6 | $526.1M |
| COMPANHIA DE BEBIDAS SPON ADR PFD | 4 | $271.5M |
| PERRIGO CO | 3 | $394.0M |
| U S AIRWAYS GROUP INC | 3 | $259.5M |
| LOW | 3 | $146.4M |
| ALL | 3 | $122.9M |
| TELLABS INC | 3 | $83.6M |
| SPREADTRUM COMMUNICATIONS IN | 3 | $65.1M |
| MOS | 3 | $58.7M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| GS | 2 / 11 | +$2.2B |
| GHC | 6 / 0 | +$1.6B |
| TALISMAN ENERGY INC | 1 / 1 | +$810.9M |
| HO1 | 2 / 1 | +$772.4M |
| ORCL | 14 / 9 | +$748.6M |
| EBAY | 12 / 2 | +$728.1M |
| WALGREEN CO | 4 / 4 | +$660.6M |
| AAPL | 14 / 6 | +$635.2M |
| DVA | 6 / 0 | +$601.4M |
| SBA Comms Corp | 3 / 1 | +$592.9M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| WASHINGTON POST CO | 0 / 6 | −$1.5B |
| NFLX | 2 / 3 | −$982.5M |
| ADBE | 3 / 5 | −$805.0M |
| FDX | 4 / 5 | −$782.2M |
| MNKD 3.75 12/15/13 | 0 / 2 | −$733.0M |
| CMCSA | 5 / 8 | −$709.3M |
| MOLEX INC -CL A | 0 / 1 | −$679.6M |
| BRK/B | 8 / 9 | −$575.6M |
| Google Inc. | 9 / 14 | −$553.6M |
| AXP | 2 / 15 | −$534.8M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | bought GS +$2.2B; bought GHC +$1.1B; sold WASHINGTON POST CO −$1.1B; added U S G CORP +$505.7M; added DVA +$317.8M |
| Druckenmiller (Duquesne Family Office LLC) | bought FDX +$51.3M; bought BMY +$50.7M; bought TEVA +$49.7M; bought Alcoa Inc. +$42.5M; bought Crwn Castle Int'l Corp. +$39.7M |
| Soros (Soros Fund Management LLC) | reduced MSFT −$375.0M; added TEVA +$228.8M; bought ESNT +$181.6M; reduced NTAP −$179.6M; bought JPM +$166.2M |
| Bridgewater (Bridgewater Associates, LP) | reduced MU −$29.0M; bought PEP +$23.8M; reduced ALLERGAN INC −$20.6M; added CTXSEUR +$17.2M; bought LVS +$17.1M |
| Ackman (Pershing Square Inc.) | reduced CANADIAN PAC RY LTD −$902.7M; reduced GENERAL GROWTH PPTYS INC NEW −$161.7M; reduced PG −$112.7M; added APD +$423,869.8; added BURGER KING WORLDWIDE INC +$359,930.9 |
| Klarman (Baupost Group LLC) | reduced MU −$268.5M; sold ORCL −$79.2M; reduced ROVIEUR −$78.8M; bought FIDELITY NATIONAL FINANCIAL +$64.1M; added THERAVANCE INC +$58.2M |
| Tepper (Appaloosa LP) | sold U S AIRWAYS GROUP INC −$178.0M; bought AAL +$177.3M; reduced GT −$159.5M; reduced QCOM −$104.2M; added GOOGLE INC +$102.9M |
| Loeb (Third Point LLC) | bought DOW CHEM CO +$343.0M; reduced YAHOO INC −$323.5M; bought TMUS +$256.5M; sold CF −$183.4M; bought HERTZ GLOBAL HOLDINGS INC +$171.7M |

Not filed for Q4 2013: Burry (last: none), Li Lu (last: none), Duan Yongping (last: none), Norbert Lou (last: none), Henry Ellenbogen (last: none), Valley Forge (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).

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Source: https://sweetvaluelab.com/investors/13f/2013-q4 (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.