---
title: 13F filings, Q3 2022
canonical: https://sweetvaluelab.com/investors/13f/2022-q3
quarter: 2022-09-30
deadline: 2022-11-14
filed: 2023-08-31
---
# 13F filings, Q3 2022

Holdings as of Sep 30, 2022, due by Nov 14, 2022. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q3 2022 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| TSM | 5 | $4.2B |
| GSK | 5 | $1.7B |
| HLN (first appearance: spin-off or new listing) | 5 | $459.8M |
| TWTRUSD | 3 | $978.5M |
| COHR (first appearance: spin-off or new listing) | 3 | $599.8M |
| AMZN | 3 | $430.4M |
| AVTR | 3 | $142.3M |
| MU | 3 | $51.1M |
| THC | 3 | $20.4M |
| J (first appearance: spin-off or new listing) | 2 | $302.7M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| GSK PLC | 5 | $3.3B |
| II-VI INC | 3 | $574.9M |
| BA | 3 | $212.7M |
| DIS | 3 | $200.8M |
| BKNG | 3 | $172.6M |
| WBD | 3 | $23.0M |
| NLYEUR | 3 | $5.5M |
| INTC | 2 | $384.2M |
| JECUSD | 2 | $360.8M |
| LRCXEUR | 2 | $333.9M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| MSFT | 16 / 16 | +$9.3B |
| CNI | 3 / 3 | +$4.7B |
| TSM | 8 / 7 | +$4.0B |
| WM | 2 / 2 | +$2.6B |
| OXY | 2 / 3 | +$1.9B |
| GSK | 5 / 1 | +$1.7B |
| AMZN | 16 / 11 | +$1.1B |
| AAPL | 7 / 5 | +$1.1B |
| DE | 3 / 2 | +$978.5M |
| TWTRUSD | 3 / 1 | +$976.9M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| GSK PLC | 0 / 7 | −$3.3B |
| USB | 6 / 6 | −$1.7B |
| BRK/B | 7 / 13 | −$1.5B |
| CI | 0 / 6 | −$1.3B |
| TMUS | 3 / 5 | −$1.0B |
| CRWD | 2 / 3 | −$896.2M |
| MA | 5 / 10 | −$890.0M |
| DPZ | 3 / 2 | −$736.5M |
| CNC | 1 / 1 | −$694.1M |
| NU | 0 / 1 | −$689.4M |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | bought TSM +$4.1B; added OXY +$2.2B; reduced USB −$1.7B; reduced ATVIEUR −$614.0M; added CVX +$563.1M |
| Burry (Scion Asset Management, LLC) | added GEO +$11.7M; bought QURATE RETAIL INC +$10.0M; bought CXW +$6.4M; bought AJRDEUR +$5.3M; bought CHTR +$3.0M |
| Druckenmiller (Duquesne Family Office LLC) | reduced MSFT −$127.5M; bought AMZN +$102.4M; bought LW +$73.3M; added LLY +$60.7M; reduced FCX −$56.4M |
| Soros (Soros Fund Management LLC) | added DREUSD +$295.2M; sold ACCUSD −$201.5M; added BIOHAVEN PHARMACTL HLDG CO L +$153.8M; sold RCL 4.25 06/15/23 −$149.0M; bought CCXIEUR +$81.4M |
| Bridgewater (Bridgewater Associates, LP) | sold MDT −$224.8M; added V +$128.8M; added MDLZ +$126.7M; reduced WMT −$86.6M; reduced BRK/B −$85.9M |
| Ackman (Pershing Square Inc.) | added CANADIAN PAC RY LTD +$820.2M; sold DPZ −$803.3M; added LOW +$31.5M; added QSR +$19.8M; added HLT +$14.8M |
| Klarman (Baupost Group LLC) | sold INTC −$326.4M; reduced GOOG −$192.3M; added WBD +$126.5M; added WTW +$72.0M; sold DIGITALBRIDGE GROUP INC −$64.2M |
| Tepper (Appaloosa LP) | sold KSS −$66.9M; sold OXY −$51.5M; sold MU −$31.8M; sold APTIV PLC −$22.3M; reduced META −$17.0M |

Not filed for Q3 2022: Guy Spier (last: 2022-06-30).

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Source: https://sweetvaluelab.com/investors/13f/2022-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.