---
title: 13F filings, Q4 2022
canonical: https://sweetvaluelab.com/investors/13f/2022-q4
quarter: 2022-12-31
deadline: 2023-02-14
filed: 2023-08-30
---
# 13F filings, Q4 2022

Holdings as of Dec 31, 2022, due by Feb 14, 2023. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q4 2022 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| BN (first appearance: spin-off or new listing) | 9 | $1.1B |
| BAM (first appearance: spin-off or new listing) | 7 | $186.6M |
| UHAL/B (first appearance: spin-off or new listing) | 4 | $587.9M |
| TEAM (first appearance: spin-off or new listing) | 4 | $407.2M |
| MBC (first appearance: spin-off or new listing) | 4 | $75.8M |
| DIS | 3 | $816.3M |
| AMD | 3 | $396.7M |
| RRX | 3 | $103.5M |
| LAD | 3 | $103.0M |
| BA | 3 | $62.4M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| BROOKFIELD ASSET MGMT INC | 9 | $1.6B |
| TWTRUSD | 5 | $985.1M |
| PYPL | 4 | $1.3B |
| TSM | 4 | $344.1M |
| ATLASSIAN CORP PLC | 3 | $973.4M |
| META | 3 | $781.4M |
| YUSD | 3 | $537.4M |
| AMZN | 3 | $417.7M |
| LINDE PLC | 3 | $389.7M |
| EQT | 3 | $384.1M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AMZN | 15 / 12 | +$1.7B |
| AAPL | 9 / 6 | +$1.5B |
| FIS | 6 / 1 | +$1.4B |
| BN | 9 / 0 | +$1.1B |
| TMO | 4 / 7 | +$1.0B |
| DIS | 13 / 8 | +$842.4M |
| RYAAY | 3 / 0 | +$593.9M |
| UHAL/B | 4 / 0 | +$587.9M |
| IEP | 1 / 0 | +$579.5M |
| ICE | 3 / 4 | +$539.7M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| PTON 0 02/15/26 | 1 / 1 | −$13.4B |
| TSM | 8 / 9 | −$4.1B |
| USB | 3 / 7 | −$3.1B |
| META | 17 / 17 | −$2.0B |
| BRK/B | 6 / 14 | −$1.8B |
| BNY | 5 / 8 | −$1.6B |
| BROOKFIELD ASSET MGMT INC | 0 / 9 | −$1.6B |
| PYPL | 4 / 10 | −$1.4B |
| TMUS | 2 / 7 | −$1.3B |
| UNP | 4 / 5 | −$1.2B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced TSM −$3.9B; reduced USB −$3.1B; reduced BNY −$1.7B; reduced ATVIEUR −$568.4M; sold NU HLDGS LTD −$471.3M |
| Burry (Scion Asset Management, LLC) | reduced GEO −$10.5M; bought BKIEUR +$9.3M; sold CXW −$6.4M; reduced QURATE RETAIL INC −$5.7M; sold AJRDEUR −$5.3M |
| Druckenmiller (Duquesne Family Office LLC) | sold AMZN −$102.4M; added LLY +$92.5M; added META +$89.2M; bought NVDA +$85.2M; added LW +$63.5M |
| Soros (Soros Fund Management LLC) | sold BIOHAVEN PHARMACTL HLDG CO L −$343.5M; bought HORIZON THERAPEUTICS PUB L +$325.3M; sold DREUSD −$307.8M; bought FHN +$209.1M; reduced DHI −$171.5M |
| Bridgewater (Bridgewater Associates, LP) | reduced PG −$245.5M; reduced JNJ −$202.2M; reduced KO −$193.7M; reduced PEP −$180.8M; reduced MCD −$140.9M |
| Ackman (Pershing Square Inc.) | added HHC* +$173.9M |
| Klarman (Baupost Group LLC) | added GOOG +$232.3M; sold DBX −$162.0M; reduced FISV −$154.6M; sold EHC −$133.4M; added META +$125.0M |
| Tepper (Appaloosa LP) | reduced META −$36.1M; bought DIS +$26.1M; added HCA +$25.8M; reduced CEG −$19.9M; bought CZR +$17.7M |

Not filed for Q4 2022: Guy Spier (last: 2022-06-30).

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