---
title: 13F filings, Q3 2017
canonical: https://sweetvaluelab.com/investors/13f/2017-q3
quarter: 2017-09-30
deadline: 2017-11-14
filed: 2017-11-21
---
# 13F filings, Q3 2017

Holdings as of Sep 30, 2017, due by Nov 14, 2017. 74 of 85 tracked investors have filed; changes are computed for the 74 with holdings in both Q3 2017 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| DOWDUPONT INC (first appearance: spin-off or new listing) | 10 | $2.3B |
| BKR (first appearance: spin-off or new listing) | 5 | $2.2B |
| CB | 5 | $178.1M |
| Micro Focus International PLC (first appearance: spin-off or new listing) | 4 | $1.4B |
| BHF (first appearance: spin-off or new listing) | 4 | $667.6M |
| BABA | 3 | $576.8M |
| ORLY | 3 | $462.3M |
| NWL | 3 | $415.0M |
| ADSK | 3 | $410.2M |
| BUD | 3 | $344.9M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| DOW CHEM CO | 6 | $1.4B |
| Du Pont E I De Nemours & Co. | 6 | $789.6M |
| BAKER HUGHES INC | 5 | $3.3B |
| SNI | 5 | $498.8M |
| STAPLES INC | 4 | $323.0M |
| TWXCHF | 3 | $410.9M |
| OPTU | 3 | $300.0M |
| UAL | 3 | $23.4M |
| LUV | 3 | $13.2M |
| NKE | 3 | $11.0M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| BAC | 5 / 12 | +$17.2B |
| DOWDUPONT INC | 10 / 0 | +$2.3B |
| BKR | 5 / 0 | +$2.2B |
| BRK/B | 10 / 6 | +$1.6B |
| GOOG | 13 / 13 | +$1.5B |
| Micro Focus International PLC | 4 / 0 | +$1.4B |
| NFLX | 4 / 0 | +$1.2B |
| IDXX | 3 / 1 | +$1.2B |
| LLY | 2 / 2 | +$1.2B |
| Despegar Com Corp | 2 / 0 | +$976.1M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| BAKER HUGHES INC | 0 / 5 | −$3.3B |
| IBM | 4 / 8 | −$2.5B |
| CHTR | 3 / 8 | −$2.0B |
| TWXCHF | 1 / 6 | −$1.4B |
| DOW CHEM CO | 0 / 6 | −$1.4B |
| BIDU | 3 / 11 | −$1.3B |
| HPE | 2 / 6 | −$1.0B |
| MSFT | 11 / 16 | −$996.3M |
| DE | 1 / 3 | −$968.4M |
| GM | 3 / 4 | −$905.8M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | bought BAC +$17.2B; reduced IBM −$2.5B; added AAPL +$601.2M; reduced CHTR −$346.7M; reduced WFC −$207.1M |
| Druckenmiller (Duquesne Family Office LLC) | bought C +$79.7M; sold CMCSA −$76.6M; added WDAY +$56.4M; added GOOGL +$55.7M; sold MRK −$48.4M |
| Soros (Soros Fund Management LLC) | sold PRO 2 12/01/19 −$72.7M; reduced META −$62.8M; sold VIAV 0.625 08/15/33 −$53.0M; sold WMB −$47.3M; added TWXCHF +$43.3M |
| Bridgewater (Bridgewater Associates, LP) | added KR +$31.6M; reduced SWN1EUR −$26.3M; sold CHKEUR −$26.1M; reduced INTC −$23.2M; reduced FE −$20.0M |
| Ackman (Pershing Square Inc.) | reduced QSR −$808.1M; added ADP +$770.4M; sold NOMD −$470.3M; reduced MDLZ −$23.1M |
| Klarman (Baupost Group LLC) | sold QCOM −$288.0M; reduced DELL TECHNOLOGIES INC −$200.7M; reduced CAR −$112.8M; added ALLERGAN PLC +$109.0M; bought MCK +$76.8M |
| Tepper (Appaloosa LP) | added NRG +$184.0M; added MU +$163.4M; added META +$161.3M; added ALLY +$138.6M; reduced ALLERGAN PLC −$127.4M |
| Loeb (Third Point LLC) | bought DOWDUPONT INC +$1.0B; sold DOW CHEM CO −$1.0B; added BABA +$362.7M; reduced GOOGL −$253.2M; sold GD −$237.7M |

Not filed for Q3 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-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.