---
title: 13F filings, Q2 2017
canonical: https://sweetvaluelab.com/investors/13f/2017-q2
quarter: 2017-06-30
deadline: 2017-08-14
filed: 2017-08-15
---
# 13F filings, Q2 2017

Holdings as of Jun 30, 2017, due by Aug 14, 2017. 74 of 85 tracked investors have filed; changes are computed for the 74 with holdings in both Q2 2017 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| AABAUSD (first appearance: spin-off or new listing) | 10 | $6.3B |
| DXC (first appearance: spin-off or new listing) | 6 | $1.3B |
| BABA | 5 | $1.4B |
| OPTU (first appearance: spin-off or new listing) | 5 | $401.7M |
| CARS (first appearance: spin-off or new listing) | 4 | $103.1M |
| NKE | 4 | $6.3M |
| ORLY | 3 | $626.0M |
| MA | 3 | $584.7M |
| NOW (first appearance: spin-off or new listing) | 3 | $392.1M |
| HDB | 3 | $209.7M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| YAHOO INC | 7 | $4.7B |
| DIS | 6 | $375.9M |
| RICEEUR | 5 | $453.3M |
| COMPUTER SCIENCES CORP | 4 | $193.3M |
| SYTUSD | 4 | $144.6M |
| SYMCEUR | 4 | $106.7M |
| COACH INC | 4 | $31.6M |
| MCD | 4 | $7.9M |
| V | 3 | $928.5M |
| PRICELINE GRP INC | 3 | $737.3M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AABAUSD | 10 / 0 | +$6.3B |
| MSFT | 10 / 18 | +$4.0B |
| BABA | 11 / 1 | +$1.6B |
| DXC | 6 / 0 | +$1.3B |
| JCI | 1 / 4 | +$1.1B |
| SYF | 3 / 0 | +$873.4M |
| VST | 1 / 0 | +$844.9M |
| SLB | 6 / 4 | +$840.8M |
| BNY | 2 / 9 | +$775.2M |
| ORLY | 7 / 2 | +$751.3M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| YAHOO INC | 0 / 7 | −$4.7B |
| XEROX CORP | 0 / 2 | −$2.1B |
| IBM | 6 / 11 | −$1.7B |
| JD | 3 / 3 | −$1.3B |
| GOOG | 12 / 14 | −$1.2B |
| PYPL | 4 / 4 | −$1.2B |
| META | 11 / 7 | −$1.2B |
| BRK/B | 8 / 8 | −$997.1M |
| ADVANCEPIERRE FOODS HOLDINGS INC | 0 / 1 | −$989.1M |
| NKE | 8 / 2 | −$972.3M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced IBM −$1.6B; added BNY +$878.4M; reduced WFC −$649.2M; bought SYF +$520.7M; bought S76 +$418.1M |
| Druckenmiller (Duquesne Family Office LLC) | sold LYB −$105.6M; added META +$102.3M; bought BABA +$100.1M; added MSFT +$69.5M; added GOOGL +$69.0M |
| Soros (Soros Fund Management LLC) | bought AABAUSD +$138.7M; sold INVN 1.75 11/01/18 −$135.9M; reduced VIAV 0.625 08/15/33 −$109.3M; sold ADECOAGRO S A −$102.2M; sold HPE −$75.9M |
| Bridgewater (Bridgewater Associates, LP) | added SWN1EUR +$27.1M; bought CHKEUR +$26.1M; reduced ENDO INTL PLC −$25.5M; added RL +$22.8M; bought RY +$21.2M |
| Ackman (Pershing Square Inc.) | sold APD −$308.5M; reduced MDLZ −$235.2M; bought ADP +$179.4M; added HHC* +$139.6M |
| Klarman (Baupost Group LLC) | added SYF +$346.8M; sold INVA −$160.1M; sold MCK −$148.3M; added AR +$144.0M; added QRVO +$114.9M |
| Tepper (Appaloosa LP) | bought BABA +$520.5M; sold ENERGY TRANSFER PRTNRS L P −$436.8M; bought ENERGY TRANSFER PARTNERS LP +$302.6M; bought AABAUSD +$279.4M; added MU +$185.4M |
| Loeb (Third Point LLC) | bought BLKCHF +$654.7M; bought BABA +$634.0M; sold JPM −$329.4M; reduced BAX −$302.7M; bought NXPI +$295.5M |

Not filed for Q2 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-q2 (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.