---
title: 13F filings, Q1 2019
canonical: https://sweetvaluelab.com/investors/13f/2019-q1
quarter: 2019-03-31
deadline: 2019-05-15
filed: 2022-08-03
---
# 13F filings, Q1 2019

Holdings as of Mar 31, 2019, due by May 15, 2019. 80 of 85 tracked investors have filed; changes are computed for the 79 with holdings in both Q1 2019 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| FOXA (first appearance: spin-off or new listing) | 7 | $2.8B |
| CELG | 6 | $1.2B |
| FOX (first appearance: spin-off or new listing) | 4 | $725.1M |
| WAB | 4 | $94.0M |
| FLT1EUR | 4 | $62.4M |
| AMZN | 3 | $1.2B |
| PCG | 3 | $485.2M |
| MHK | 3 | $197.5M |
| BMY | 3 | $197.4M |
| TWLO (first appearance: spin-off or new listing) | 3 | $155.9M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| TWENTY FIRST CENTY FOX INC | 7 | $12.2B |
| TWENTY FIRST CENTY FOX INC | 5 | $3.5B |
| SHIRE PLC | 5 | $556.2M |
| DOWDUPONT INC | 5 | $456.1M |
| ATVIEUR | 3 | $747.5M |
| PLATFORM SPECIALTY PRODS COR | 3 | $426.0M |
| QCOM | 3 | $215.7M |
| ENCANA CORP | 3 | $68.3M |
| MDT | 3 | $61.1M |
| CELG | 3 | $59.5M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| FOXA | 7 / 0 | +$2.8B |
| UTXZ | 9 / 3 | +$1.3B |
| CELG | 6 / 5 | +$1.1B |
| JPM | 9 / 7 | +$978.1M |
| PCG | 6 / 1 | +$938.1M |
| SPGI | 4 / 3 | +$888.4M |
| LINDE PLC | 3 / 5 | +$880.3M |
| FISV | 3 / 2 | +$849.8M |
| CZREUR | 3 / 2 | +$833.5M |
| BKNG | 10 / 6 | +$745.4M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| TWENTY FIRST CENTY FOX INC | 0 / 7 | −$12.2B |
| TWENTY FIRST CENTY FOX INC | 0 / 5 | −$3.5B |
| MSFT | 12 / 18 | −$1.9B |
| ORCL | 3 / 13 | −$1.2B |
| BRK/B | 10 / 11 | −$1.1B |
| CHTR | 3 / 4 | −$996.1M |
| WFC | 7 / 12 | −$846.8M |
| GOOGL | 8 / 15 | −$732.8M |
| General Electric Co | 2 / 9 | −$691.9M |
| GM | 0 / 1 | −$682.1M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | added JPM +$951.4M; bought AMZN +$860.6M; reduced WFC −$819.8M; reduced PSX −$603.7M; reduced CHTR −$458.9M |
| Burry (Scion Asset Management, LLC) | sold ALEX −$9.2M; bought JD +$9.0M; sold MCK −$4.4M; bought GSKYGBP +$3.5M; added AABAUSD +$3.5M |
| Druckenmiller (Duquesne Family Office LLC) | added NFLX +$169.0M; sold CRM −$146.9M; added BABA +$137.6M; bought TMUS +$132.4M; added ADBE +$90.4M |
| Soros (Soros Fund Management LLC) | bought DAY +$84.6M; reduced CZREUR −$72.5M; bought CMCSA +$44.0M; bought GRFS +$42.8M; bought DHI +$40.0M |
| Bridgewater (Bridgewater Associates, LP) | reduced XECEUR −$70.3M; sold UNITED STATES STL CORP NEW −$66.9M; sold CELG −$56.3M; reduced IP −$47.1M; added BIIB +$46.0M |
| Ackman (Pershing Square Inc.) | sold PLATFORM SPECIALTY PRODS COR −$417.9M; reduced SBUX −$130.9M; reduced QSR −$87.4M; reduced CMG −$55.5M; added UTXZ +$31.1M |
| Klarman (Baupost Group LLC) | sold TWENTY FIRST CENTY FOX INC −$2.5B; bought FOXA +$1.0B; sold TWENTY FIRST CENTY FOX INC −$814.2M; reduced PXDEUR −$380.4M; bought CELG +$377.4M |
| Tepper (Appaloosa LP) | added PCG +$296.1M; bought AMZN +$293.8M; added ALLERGAN PLC +$290.5M; added MU +$134.3M; bought BABA +$127.7M |

Not filed for Q1 2019: Li Lu (last: 2018-09-30), Henry Ellenbogen (last: none), Hillman Capital (last: 2013-12-31), Greg Alexander (last: none), Samantha McLemore (last: none).

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Source: https://sweetvaluelab.com/investors/13f/2019-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.