Sunday, April 30, 2017

Which stocks famous money managers hold?

Dataroma tracks famous value oriented money managers that they call "superinvestors". Among them are legendary investors like Warren Buffett.

I regularly take a look what they hold, what they have bought and what let go.

Here is "Top 20" by ownership count compared to situation I had on file from September 2016 (please click to enlarge):






I included all stocks that had up to 10 owners among the famous investors tracked by Dataroma.
 
The notable changes since September 2016:

  • Apple ownership increased significantly (+5)
  • Wells Fargo made to pole position by continuing to rise in the list (again +3 since last time I checked)
  • Allergan, Comcast and Amazon made it to the list (I have not tracked these before)
  • JPMorgan made again to the list (have been in top 20 before)
  • United Health Group, Liberty Global and Wal-Mart Stores dropped from the list (less than 10 owners this time)