---
title: 13F filings, Q3 2019
canonical: https://sweetvaluelab.com/investors/13f/2019-q3
quarter: 2019-09-30
deadline: 2019-11-14
filed: 2022-08-03
---
# 13F filings, Q3 2019

Holdings as of Sep 30, 2019, due by Nov 14, 2019. 80 of 85 tracked investors have filed; changes are computed for the 80 with holdings in both Q3 2019 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| APOEUR (first appearance: spin-off or new listing) | 4 | $1.5B |
| BX | 4 | $679.3M |
| GPN (first appearance: spin-off or new listing) | 3 | $582.5M |
| NOW | 3 | $450.6M |
| CRM | 3 | $304.3M |
| RTN1USD | 3 | $237.7M |
| RH | 3 | $218.5M |
| KHC | 3 | $171.7M |
| MIDD | 3 | $135.8M |
| PGR | 3 | $97.3M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| ALLERGAN PLC | 5 | $1.0B |
| APC3EUR | 4 | $1.5B |
| APOLLO GLOBAL MGMT LLC | 4 | $1.3B |
| BXUSD | 4 | $65.7M |
| RHT1EUR | 3 | $1.1B |
| WP | 3 | $288.9M |
| NXPI | 3 | $69.8M |
| QRVO | 3 | $33.5M |
| LEXEA | 3 | $26.2M |
| MTH | 3 | $14.9M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| BRK/B | 14 / 11 | +$1.8B |
| OXY | 4 / 3 | +$1.6B |
| APOEUR | 4 / 0 | +$1.5B |
| BABA | 12 / 4 | +$1.3B |
| HPQ | 3 / 1 | +$1.2B |
| NFLX | 6 / 3 | +$1.2B |
| GOOG | 15 / 13 | +$1.1B |
| CRM | 8 / 1 | +$1.0B |
| AMZN | 10 / 6 | +$904.5M |
| XYZ | 2 / 1 | +$726.3M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| MSFT | 6 / 17 | −$2.3B |
| APC3EUR | 0 / 4 | −$1.5B |
| WFC | 9 / 11 | −$1.5B |
| APOLLO GLOBAL MGMT LLC | 0 / 4 | −$1.3B |
| CHTR | 2 / 5 | −$1.3B |
| AXP | 3 / 10 | −$1.1B |
| RHT1EUR | 0 / 3 | −$1.1B |
| XRXCHF | 0 / 2 | −$883.1M |
| JPM | 3 / 14 | −$825.0M |
| LIBERTY GLOBAL PLC | 1 / 6 | −$793.0M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced WFC −$1.6B; sold RHT1EUR −$971.1M; bought GL +$608.4M; sold TMK −$568.4M; bought OXY +$332.1M |
| Burry (Scion Asset Management, LLC) | bought GME +$16.6M; sold WDC −$11.9M; sold CLF −$11.7M; sold FDX −$9.9M; sold CAH −$9.4M |
| Druckenmiller (Duquesne Family Office LLC) | reduced MSFT −$171.2M; reduced ADBE −$134.1M; reduced BABA −$93.2M; added NOW +$77.9M; added General Electric Co +$77.4M |
| Soros (Soros Fund Management LLC) | sold RHT1EUR −$97.4M; reduced CZREUR −$72.4M; reduced VICI −$45.3M; sold DIS −$44.0M; bought MCHP 2.25 02/15/37 +$41.1M |
| Bridgewater (Bridgewater Associates, LP) | reduced KR −$44.8M; added ALXN +$43.6M; sold BBBYEUR −$42.5M; added DVA +$35.1M; added LBEUR +$34.9M |
| Ackman (Pershing Square Inc.) | sold ADP −$666.2M; bought A +$223.5M; added BRK/B +$104.6M; reduced CMG −$49.1M; reduced QSR −$39.6M |
| Klarman (Baupost Group LLC) | sold ALLERGAN PLC −$616.1M; reduced EBAY −$292.3M; reduced QRVO −$222.4M; reduced MCK −$176.2M; reduced BMY −$152.1M |
| Tepper (Appaloosa LP) | added GOOG +$280.2M; added AABAUSD +$249.1M; added MU +$218.5M; bought BABA +$217.4M; added META +$173.6M |

Not filed for Q3 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-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.