---
title: 13F filings, Q2 2020
canonical: https://sweetvaluelab.com/investors/13f/2020-q2
quarter: 2020-06-30
deadline: 2020-08-14
filed: 2022-08-03
---
# 13F filings, Q2 2020

Holdings as of Jun 30, 2020, due by Aug 14, 2020. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q2 2020 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| RTX (first appearance: spin-off or new listing) | 9 | $3.0B |
| AON | 8 | $1.1B |
| OTIS (first appearance: spin-off or new listing) | 7 | $987.6M |
| TMUSREUR (first appearance: spin-off or new listing) | 7 | $2.5M |
| CARR (first appearance: spin-off or new listing) | 5 | $1.7B |
| DIS | 5 | $494.8M |
| CRM | 4 | $1.2B |
| TMUS | 4 | $1.1B |
| JPM | 4 | $186.3M |
| META | 3 | $1.4B |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| UTXZ | 11 | $4.1B |
| AON PLC | 6 | $801.8M |
| BKNG | 6 | $292.7M |
| DAL | 5 | $2.1B |
| RTN1USD | 5 | $1.6B |
| ALLERGAN PLC | 5 | $1.1B |
| GOOGL | 5 | $465.4M |
| AXP | 5 | $359.7M |
| LUV | 4 | $1.9B |
| BRK/B | 4 | $1.0B |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| RTX | 9 / 0 | +$3.0B |
| TMUS | 7 / 2 | +$2.0B |
| CARR | 5 / 0 | +$1.7B |
| CRM | 9 / 2 | +$1.3B |
| META | 17 / 16 | +$1.2B |
| AON | 8 / 1 | +$1.1B |
| PYPL | 5 / 8 | +$1.0B |
| SBUX | 7 / 2 | +$1.0B |
| OTIS | 7 / 0 | +$987.6M |
| TDG | 5 / 1 | +$957.4M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| UTXZ | 0 / 11 | −$4.1B |
| JPM | 11 / 10 | −$3.0B |
| PG | 3 / 8 | −$2.3B |
| LUV | 1 / 5 | −$2.0B |
| DAL | 3 / 6 | −$2.0B |
| NFLX | 1 / 7 | −$1.8B |
| WFC | 12 / 10 | −$1.8B |
| RTN1USD | 0 / 5 | −$1.6B |
| AMZN | 8 / 14 | −$1.2B |
| ALLERGAN PLC | 0 / 5 | −$1.1B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced JPM −$3.3B; reduced WFC −$2.2B; sold DAL −$2.1B; sold LUV −$1.9B; sold UAL −$699.1M |
| Burry (Scion Asset Management, LLC) | reduced MAXRUSD −$10.8M; bought BBBYEUR +$10.6M; sold JACK −$10.5M; sold META −$10.0M; sold BA −$8.9M |
| Druckenmiller (Duquesne Family Office LLC) | reduced AMZN −$263.4M; reduced NFLX −$244.4M; reduced META −$229.7M; reduced WDAY −$178.6M; bought TMUS +$163.7M |
| Soros (Soros Fund Management LLC) | reduced PTON −$143.6M; bought SLQT +$140.7M; added TMUS +$138.7M; bought HAIN +$138.4M; bought PCG +$104.5M |
| Bridgewater (Bridgewater Associates, LP) | added BABA +$145.0M; added JD +$59.6M; added PDD +$52.1M; added NTES +$47.3M; added BIDU +$28.6M |
| Ackman (Pershing Square Inc.) | sold BRK/B −$997.0M; added QSR +$548.2M; reduced HHC* −$66.5M; added LOW +$61.7M; sold BX −$25.0M |
| Klarman (Baupost Group LLC) | sold LNG −$272.2M; reduced META −$257.2M; reduced GOOG −$121.3M; bought HCA +$97.1M; reduced 0VVB −$85.4M |
| Tepper (Appaloosa LP) | added TMUS +$534.3M; bought T +$274.4M; added BABA +$239.4M; bought V +$162.3M; bought MA +$161.2M |

Not filed for Q2 2020: Samantha McLemore (last: none).

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Source: https://sweetvaluelab.com/investors/13f/2020-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.