---
title: 13F filings, Q1 2017
canonical: https://sweetvaluelab.com/investors/13f/2017-q1
quarter: 2017-03-31
deadline: 2017-05-15
filed: 2017-06-29
---
# 13F filings, Q1 2017

Holdings as of Mar 31, 2017, due by May 15, 2017. 74 of 85 tracked investors have filed; changes are computed for the 73 with holdings in both Q1 2017 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| SPGI | 5 | $191.3M |
| CSX | 4 | $706.2M |
| CRM | 4 | $541.5M |
| CNDT (first appearance: spin-off or new listing) | 4 | $465.8M |
| ADBE | 4 | $241.6M |
| SBAC (first appearance: spin-off or new listing) | 4 | $203.3M |
| SNAP (first appearance: spin-off or new listing) | 4 | $125.0M |
| COLONY NORTHSTAR INC (first appearance: spin-off or new listing) | 3 | $763.7M |
| TMUS | 3 | $724.8M |
| MCO | 3 | $569.2M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| PNC | 5 | $610.9M |
| TDG | 4 | $824.3M |
| LINEAR TECHNOLOGY CORP | 3 | $879.7M |
| FMC TECHNOLOGIES INC | 3 | $456.5M |
| MANITOWOC FOODSERVICE INC | 3 | $423.9M |
| TAP | 3 | $377.6M |
| PRGO | 3 | $276.1M |
| QCOM | 3 | $241.4M |
| Harman Intl Industries, Inc. | 3 | $169.3M |
| MEAD JOHNSON NUTRITION CO | 3 | $115.9M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AAPL | 6 / 11 | +$9.6B |
| PG | 3 / 7 | +$2.7B |
| GM | 3 / 2 | +$1.6B |
| FWONKUSD | 4 / 2 | +$804.1M |
| COLONY NORTHSTAR INC | 3 / 0 | +$763.7M |
| CMCSA | 6 / 10 | +$750.1M |
| MCO | 8 / 2 | +$744.1M |
| CANADIAN PAC RY LTD | 2 / 1 | +$734.9M |
| FTI | 2 / 0 | +$690.8M |
| ATVIEUR | 4 / 1 | +$666.8M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| IBM | 4 / 11 | −$2.9B |
| AMZN | 4 / 7 | −$1.6B |
| MSFT | 10 / 16 | −$1.5B |
| FEDERAL MOGUL HOLDINGS CORP | 0 / 1 | −$1.4B |
| BRK/B | 5 / 12 | −$1.1B |
| BAC | 3 / 15 | −$1.0B |
| LINEAR TECHNOLOGY CORP | 0 / 3 | −$879.7M |
| Du Pont E I De Nemours & Co. | 2 / 4 | −$705.0M |
| JPM | 3 / 12 | −$704.7M |
| GOOG | 13 / 15 | −$657.1M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | added AAPL +$10.3B; reduced IBM −$2.9B; added BNY +$535.6M; sold TWENTY FIRST CENTY FOX INC −$251.0M; added LUV +$239.5M |
| Druckenmiller (Duquesne Family Office LLC) | bought MSFT +$107.0M; bought GOOGL +$85.1M; bought CRM +$79.6M; sold ABBV −$76.5M; bought Priceline Grp Inc +$72.4M |
| Soros (Soros Fund Management LLC) | reduced VIAV 0.625 08/15/33 −$114.0M; added TIVO 0.5 03/01/20 +$75.6M; bought LRCXEUR +$72.0M; added SREV 1.5 08/01/18 +$56.6M; added HPE +$50.5M |
| Bridgewater (Bridgewater Associates, LP) | sold AAPL −$48.2M; reduced MSFT −$41.4M; bought CLIFFS NAT RES INC +$31.6M; sold TAP −$27.7M; reduced CSCO −$26.3M |
| Ackman (Pershing Square Inc.) | sold VALEANT PHARMACEUTICALS INTL −$263.0M; reduced APD −$215.2M; reduced MDLZ −$129.2M |
| Klarman (Baupost Group LLC) | bought COLONY NORTHSTAR INC +$618.5M; bought QRVO +$492.6M; bought QCOM +$299.1M; sold NORTHSTAR ASSET MGMT GROUP I −$279.1M; reduced ALLERGAN PLC −$238.9M |
| Tepper (Appaloosa LP) | reduced ALLERGAN PLC −$316.4M; bought BAC +$207.2M; bought GM +$183.2M; added LUV +$102.0M; sold CFG −$100.8M |
| Loeb (Third Point LLC) | bought TMUS +$322.9M; reduced BAX −$306.1M; reduced HUM −$304.1M; bought CRM +$247.5M; sold AAPL −$214.3M |

Not filed for Q1 2017: Burry (last: 2016-09-30), Duan Yongping (last: none), Henry Ellenbogen (last: none), Clifford Sosin (last: none), Leon Cooperman (last: 2014-06-30), Hillman Capital (last: 2013-12-31), Greg Alexander (last: none), Dennis Hong (last: none), Samantha McLemore (last: none), Robert Vinall (last: none), Josh Tarasoff (last: none).

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Source: https://sweetvaluelab.com/investors/13f/2017-q1 (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.