---
title: 13F filings, Q2 2019
canonical: https://sweetvaluelab.com/investors/13f/2019-q2
quarter: 2019-06-30
deadline: 2019-08-14
filed: 2022-08-03
---
# 13F filings, Q2 2019

Holdings as of Jun 30, 2019, due by Aug 14, 2019. 80 of 85 tracked investors have filed; changes are computed for the 80 with holdings in both Q2 2019 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| DD (first appearance: spin-off or new listing) | 6 | $343.4M |
| UBER (first appearance: spin-off or new listing) | 5 | $1.2B |
| ALC (first appearance: spin-off or new listing) | 5 | $188.3M |
| CTVA (first appearance: spin-off or new listing) | 5 | $114.5M |
| DOW | 5 | $34.2M |
| FOXA | 4 | $77.3M |
| BX (first appearance: spin-off or new listing) | 4 | $37.9M |
| BRK/B | 3 | $1.0B |
| FANG | 3 | $341.8M |
| CHWY (first appearance: spin-off or new listing) | 3 | $194.8M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| DOWDUPONT INC | 8 | $697.3M |
| CELG | 4 | $583.8M |
| BXUSD | 4 | $55.0M |
| STZ | 3 | $1.1B |
| BABA | 3 | $409.5M |
| GOLDCORP INC NEW | 3 | $316.0M |
| CTAS | 3 | $182.3M |
| W | 3 | $91.7M |
| VSMEUR | 3 | $34.1M |
| U S G CORP | 2 | $1.8B |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| OXY | 3 / 2 | +$2.9B |
| ADPT | 1 / 0 | +$1.9B |
| CTSH | 4 / 2 | +$1.2B |
| UBER | 5 / 0 | +$1.2B |
| BAC | 8 / 5 | +$821.7M |
| META | 9 / 20 | +$809.9M |
| MFGPUSD | 1 / 0 | +$785.2M |
| GM | 1 / 0 | +$779.9M |
| CNC | 6 / 0 | +$774.1M |
| BBIO | 1 / 0 | +$718.0M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| APC3EUR | 1 / 3 | −$2.6B |
| MSFT | 8 / 20 | −$2.3B |
| U S G CORP | 0 / 2 | −$1.8B |
| CMCSA | 3 / 14 | −$1.5B |
| UNP | 2 / 8 | −$1.2B |
| AXP | 2 / 12 | −$1.1B |
| CSX | 0 / 2 | −$1.0B |
| LINDE PLC | 0 / 6 | −$976.7M |
| Micro Focus International PLC | 0 / 1 | −$932.0M |
| MA | 4 / 12 | −$927.5M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | sold U S G CORP −$1.7B; added BAC +$901.3M; added USB +$165.1M; reduced CHTR −$112.3M; added AMZN +$102.3M |
| Burry (Scion Asset Management, LLC) | bought FDX +$9.9M; bought GOOG +$9.7M; bought CAH +$9.4M; sold JD −$9.0M; sold FPH −$8.9M |
| Druckenmiller (Duquesne Family Office LLC) | bought UBER +$124.8M; sold GOOGL −$86.0M; reduced TMUS −$85.3M; sold ISRG −$74.8M; bought CRM +$73.1M |
| Soros (Soros Fund Management LLC) | sold DAY −$84.6M; bought GOOGL +$71.2M; reduced CZREUR −$68.3M; reduced GLIBAEUR −$64.8M; sold COUPEUR −$55.0M |
| Bridgewater (Bridgewater Associates, LP) | sold BMY −$47.2M; added BFH +$39.6M; added XECEUR +$39.2M; added SWN1EUR +$39.0M; added KR +$38.2M |
| Ackman (Pershing Square Inc.) | sold UTXZ −$750.0M; bought BRK/B +$748.9M; reduced QSR −$187.9M; reduced CMG −$58.6M; reduced SBUX −$57.0M |
| Klarman (Baupost Group LLC) | added BMY +$408.1M; sold CELG −$377.4M; sold PXDEUR −$304.8M; reduced EBAY −$203.0M; reduced ALLERGAN PLC −$182.5M |
| Tepper (Appaloosa LP) | reduced MU −$708.1M; reduced ALLERGAN PLC −$307.9M; reduced PCG −$143.7M; sold BABA −$127.7M; reduced AABAUSD −$90.2M |

Not filed for Q2 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).

---

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