---
title: 13F filings, Q4 2021
canonical: https://sweetvaluelab.com/investors/13f/2021-q4
quarter: 2021-12-31
deadline: 2022-02-14
filed: 2022-08-03
---
# 13F filings, Q4 2021

Holdings as of Dec 31, 2021, due by Feb 14, 2022. 85 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q4 2021 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| RIVN (first appearance: spin-off or new listing) | 5 | $2.9B |
| ATVIEUR | 4 | $1.0B |
| CANADIAN PAC RY LTD | 4 | $381.9M |
| MA | 3 | $1.7B |
| GTX 11 PERP A (first appearance: spin-off or new listing) | 3 | $791.7M |
| HTZ (first appearance: spin-off or new listing) | 3 | $524.5M |
| FISV | 3 | $445.2M |
| PERIMETER SOLUTIONS SA (first appearance: spin-off or new listing) | 3 | $256.4M |
| PTON | 3 | $234.8M |
| CNI | 3 | $199.0M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| META | 6 | $1.4B |
| TWTRUSD | 5 | $1.4B |
| BABA | 4 | $808.6M |
| PINS | 4 | $451.5M |
| REINVENT TECHNOLOGY PARTNERS | 4 | $4.5M |
| BILI | 3 | $606.5M |
| KSUEUR | 3 | $599.1M |
| INTC | 3 | $492.7M |
| PYPL | 3 | $386.9M |
| PAYSAFE LIMITED | 3 | $380.5M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| RIVN | 5 / 0 | +$2.9B |
| NU | 1 / 0 | +$2.5B |
| FISV | 9 / 3 | +$2.4B |
| AMZN | 17 / 7 | +$2.3B |
| V | 17 / 10 | +$2.2B |
| MA | 15 / 5 | +$2.0B |
| VMWEUR | 3 / 3 | +$2.0B |
| CVX | 5 / 5 | +$1.2B |
| JHG | 2 / 0 | +$1.2B |
| FDX | 7 / 1 | +$1.0B |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| MSFT | 5 / 23 | −$2.8B |
| DELL | 1 / 5 | −$2.5B |
| META | 18 / 21 | −$2.2B |
| BRK/B | 4 / 17 | −$1.7B |
| LINDE PLC | 2 / 3 | −$1.7B |
| ABBV | 3 / 5 | −$1.5B |
| TDG | 4 / 4 | −$1.5B |
| BMY | 4 / 9 | −$1.4B |
| TWTRUSD | 0 / 6 | −$1.4B |
| RBLX | 0 / 1 | −$1.3B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced ABBV −$1.5B; added CVX +$1.1B; reduced BMY −$1.1B; bought NU HLDGS LTD +$1.0B; bought ATVIEUR +$975.2M |
| Burry (Scion Asset Management, LLC) | bought BMY +$18.7M; sold CVS −$17.0M; bought FNF +$17.0M; bought GD +$16.7M; sold LMT −$10.4M |
| Druckenmiller (Duquesne Family Office LLC) | reduced SBUX −$204.2M; reduced EXPE −$137.4M; reduced AMZN −$135.7M; bought CVX +$96.7M; reduced PANW −$94.4M |
| Soros (Soros Fund Management LLC) | bought RIVN +$2.1B; sold VER −$197.1M; sold PPD INC −$131.0M; bought SEALTD 2.375 12/01/25 +$130.0M; bought CERNCHF +$108.7M |
| Bridgewater (Bridgewater Associates, LP) | reduced WMT −$317.4M; reduced DHR −$226.6M; added BABA +$116.2M; added PG +$82.1M; reduced EL −$71.9M |
| Ackman (Pershing Square Inc.) | bought CANADIAN PAC RY LTD +$202.4M; reduced HLT −$45.4M |
| Klarman (Baupost Group LLC) | sold EBAY −$416.8M; reduced MU −$364.5M; bought FISV +$316.6M; sold SJR/BEUR −$218.7M; bought GTX 11 PERP A +$213.5M |
| Tepper (Appaloosa LP) | reduced TMUS −$147.2M; bought GM +$131.9M; sold HCA −$93.9M; added M +$81.1M; sold BABA −$77.7M |

Every tracked investor has filed for Q4 2021.

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Source: https://sweetvaluelab.com/investors/13f/2021-q4 (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.