Bookmark and Share
Showing posts with label BRK.B. Show all posts
Showing posts with label BRK.B. Show all posts

100 Most Bought Stocks By Popular Investment Gurus

100 most bought stocks by investment professionals originally published on Dividend Yield – Stock, Capital, Investment

I personally follow the activities from Warren Buffett. He is a highly trusted investor with a proven long-term track record. I also look at Carl Ichan’s (estimated net worth of USD 20 billion) stock purchases because he is one younger investor who can replace Warren Buffett's presence one day. 

Both have a different view on the capital market but they are very successful in the way how they act. These two guys are only an example of people who have build a great career on Wall-Street and developed to a top investment guru.

Investment gurus are asset or fund managers with big amounts of cash under management. They became popular by big returns and spectacular investment strategies. I also talk about investors like George Soros. They all have one thing in common: The average return beats the market and if they invest, the market follows.


In order to find the hottest stocks at the investment premier league, I made a screen of the biggest stock buys from 49 super investors over the recent six months and ranked them in my 100 best guru buy list. They all combined bought 569 stocks within the recent half year.


The top stock picks are now Berkshire Hathaway and AIG. Berkshire was bought by 14 gurus and AIG stakes were increased by 12 investors. Technology dividend stocks and insurers are hot picks within the guru scene. 71 of the top 100 guru stock buys pay dividends.

Richard T. Cunniff – Sequoia Q4/2011 Fund Portfolio

Richard T. Cunniff – Sequoia Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 37 stocks with a total portfolio worth of USD 3,651,210,000.

Michael Larson - Bill & Melinda Gates Foundation Trust Q4/2011 Portfolio

Michael Larson - Bill & Melinda Gates Foundation Trust Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Michael Larson’s - Bill & Melinda Gates Foundation Trust - portfolio movements as of Q4/2011 (December 31, 2011). In total, they have 29 stocks with a total portfolio worth of USD 15,340,296,000.

Chuck Akre - Akre Capital Management Q4/2011 Fund Portfolio

Chuck Akre - Akre Capital Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Chuck Akre’s - Akre Capital Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he manages 31 stocks with a total portfolio worth of USD 628,555,000.

Mohnish Pabrai - Pabrai Investments Q4/2011 Fund Portfolio

Mohnish Pabrai - Pabrai Investments Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Mohnish Pabrai - Pabrai Investments - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 13 stocks with a total portfolio worth of USD 235,524,000. He bought six companies of which Berkshire Hathaway (BRK.B) and Terex (TEX)  had the biggest influence to his asset allocation.

Why You Should Buy Homes Right Now - An Advice From Billionaire Warren Buffett

"Now is a good time to buy a home and finance it with a 30-year mortgage, says Warren Buffett, Berkshire Hathaway chairman/CEO. Buffett discusses why he wants to invest in more businesses, explains why he bought eight European stocks at the end of 2011 and also shares why he decided to invest in the Omaha World-Herald." live on CNBC.

David Winters - Wintergreen Advisers Q4/2011 Fund Portfolio

David Winters - Wintergreen Advisers Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of David Winters - Wintergreen Advisers - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 14 stocks with a total portfolio worth of USD 579,185,000.

Whitney R. Tilson - T2 Partners Q4/2011 Fund Portfolio

Whitney R. Tilson - T2 Partners Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Whitney R. Tilson’s - T2 Partners - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 45 stocks with a total portfolio worth of USD 169,519,000.

Thomas S. Gayner - Markel Asset Management Q4/2011 Fund Portfolio

Thomas S. Gayner - Markel Asset Management Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Thomas S. Gayner’s - Markel Asset Management - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 97 stocks with a total portfolio worth of USD 1,895,525,000.

Thomas Russo - Gardner Russo & Gardner Fund Portfolio Q4/2011

Thomas Russo Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Thomas Russo’s portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 233 stocks with a total portfolio worth of USD 5,419,888,000.

Bruce Berkowitz - Fairholme Fund Portfolio Q4/2011

Bruce Berkowitz - Fairholme Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Bruce Berkowitz’s - Fairholme - portfolio movements as of Q4/2011 (November 30, 2011). In total, he held 13 stocks with a total portfolio worth of USD 6,789,120,000.

Wallace R. Weitz - Weitz Value Q4-2011 Fund Portfolio

Wallace R. Weitz - Weitz Value Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Wallace R. Weitz’s - Weitz Value - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 29 stocks with a total portfolio worth of USD 744,184,000.

Arnold Van Den Berg - Century Management Advisers Portfolio Q4/2011

Arnold Van Den Berg Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Arnold Van Den Berg’s - Century Management Advisers - portfolio movements as of Q4/2011 as of November 30, 2011. In total, he held 77 stocks with a total portfolio worth of USD 101,996,000.

Richard T. Cunniff – Sequoia Q3-2011 Fund Portfolio

Richard T. Cunniff – Sequoia Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Richard T. Cunniff’s - Sequoia - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 35 stocks with a total portfolio worth of USD 3,000,849,000.

Richard T. Cunniff’s fund positions as of Q3/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
VRX - Valeant Pharmaceuticals Int'l
14
0
$37.12
BRK.A - Berkshire Hathaway CL A
11.69
Add 0.34%
$106799.94
TJX - TJX Companies Inc.
9.49
Add 4.05%
$55.47
FAST - Fastenal
7.71
0
$33.28
IDXX - IDEXX Laboratories
5.06
Reduce 12.86%
$68.97
PCP - Precision Castparts
4.91
0
$155.46
AAP - Advance Auto Parts
4.84
Add 2.07%
$58.10
RYCEF - Rolls-Royce GP Plc
3.83
0
$9.28
MHK - Mohawk Industries
3.8
0
$42.91
ORLY - O'Reilly Automotive
3.68
0
$66.63
MA - Mastercard Inc.
3.15
0
$317.16
GOOG - Google Inc.
2.78
0
$514.38
IBM - International Bus. Machines
2.78
0
$175.03
BRK.B - Berkshire Hathaway CL B
2.77
Add 66.86%
$71.04
TGT - Target Corp.
2.4
0
$49.04
PRGO - Perrigo Co.
1.71
0
$97.11
WMT - Wal-Mart Stores
1.64
0
$51.90
PX - Praxair Inc.
1.42
Add 27.21%
$93.48
QNTQF - Qinetiq Group Plc.
1.4
0
$1.82
GS - Goldman Sachs Group
1.37
0
$94.55
GLW - Corning Inc.
1.24
Buy
$12.36
HCXLF - Hiscox Ltd.
1.2
0
$5.75
OMC - Omnicom Group
1.15
0
$36.84
DHR - Danaher Corp.
1.07
0
$41.94
BDX - Becton Dickinson
1.02
0
$73.32
RBA - Ritchie Bros. Auctioneers Inc.
1.02
0
$20.19
FSLR - First Solar Inc.
0.72
0
$63.21
BRO - Brown & Brown Inc.
0.67
0
$17.80
TRMB - Trimble Navigation Ltd.
0.53
Add 510.74%
$33.55
EXPD - Expeditors Int'l
0.35
0
$40.55
SMTGF - SMA Solar Technology AG
0.19
Reduce 75.35%
$52.75
CNQ - Canadian Natural Resources
0.18
0
$29.27
COST - Costco Co.
0.11
0
$82.11
MTD - Mettler-Toledo International Inc.
0.09
0
$139.97
VRSK - Verisk Analytics Inc.
0.02
0
$34.76





Related Stock Ticker:
VRX, BRK.A, TJX, FAST, IDXX, PCP, AAP, RYCEF, MHK, ORLY, MA, GOOG, IBM, BRK.B, THT, PRGO, WMT, PX, QNTQF, GS, GLW, HCXLF, OMC, DHR, BDX, RBA, FSLR, BRO, TRMB, EXPD, SMTGF, CNQ, COST, MTD, VRSK

Ronald H. Muhlenkamp - Muhlenkamp Q3-2011 Fund Portfolio

Ronald H. Muhlenkamp - Muhlenkamp Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Ronald H. Muhlenkamp’s - Muhlenkamp - portfolio movements as of Q3/2011 (September 30, 2011). In total, he has 37 stocks with a total portfolio worth of USD 362,029,000.

Ronald H. Muhlenkamp’s fund positions as of Q3/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
PM - Philip Morris Intl.
6.73
Reduce 20.38%
$62.38
INTC - Intel Corp.
5.69
0
$21.33
ABT - Abbott Labs
5.65
0
$51.14
MSFT - Microsoft Corp.
5.43
0
$24.89
ADS - Alliance Data Systems
5.38
Add 40.00%
$92.70
BRK.B - Berkshire Hathaway CL B
5.33
0
$71.04
UNH - United Health Group Inc.
5.1
Reduce 40.74%
$46.12
PNC - PNC Financial Services
4.53
0
$48.19
ORCL - Oracle Corp.
4.37
Reduce 26.67%
$28.74
EXC - Exelon Corp.
4.3
Buy
$42.61
COV - Covidien Plc.
4.2
0
$44.10
CSCO - Cisco Systems
3.89
0
$15.49
LH - Laboratory Corp. of America Holding
3.71
Reduce 37.04%
$79.05
CHK - Chesapeake Energy
3.53
0
$25.55
STT - State Street Corp.
3.47
0
$32.16
SAH - Sonic Automotive Inc.
3.06
Reduce 15.64%
$10.79
PFE - Pfizer Inc.
2.69
Reduce 26.67%
$17.68
C - Citigroup Inc.
2.48
Buy
$25.62
CNX - CONSOL Energy Inc.
2.48
0
$33.93
WPRT - Westport Innovations Inc.
2.4
0
$28.93
DAL - Delta Air Lines Inc.
2.07
0
$7.50
HLX - Helix Energy Solutions
1.81
Reduce 16.67%
$13.10
ALGT - Allegiant Travel Company
1.8
Reduce 30.23%
$47.13
T - AT&T Inc.
1.65
0
$28.52
HSP - Hospira Inc.
1.48
Reduce 40.82%
$37.00
GLW - Corning Inc.
1.24
Reduce 52.48%
$12.36
FSYS - Fuel Systems Solutions Inc.
1.22
0
$19.21
RUSHA - Rush Enterprises Inc.
1.21
Add 3.33%
$14.16
LSCC - Lattice Semconductor
0.97
0
$5.25
ISSC - Innovative Solutions & Support Inc.
0.72
0
$4.83
PWER - Power-One Inc.
0.5
0
$4.50
DRWI - DragonWave Inc.
0.34
Reduce 11.32%
$3.30
STLY - Stanley Furniture Co.
0.22
0
$2.95
PHM - PulteGroup Inc.
0.22
Reduce 33.33%
$3.95
RUSHB - Rush Enterprises Inc. - CL B
0.1
0
$11.69
NVGN - Novogen Ltd.
0.04
0
$0.60
MSHL - Marshall Edwards Inc.
0
0
$1.46





Related Stock Ticker:
PM, INTC, ABT, MSFT, ADS, BRK.B, UNH, PNC, ORCL, EXC, COV, CSCO, LH, CHK, STT, SAH, PFE, C, CNX, WPRT, DAL, HLX, ALGT, T, HSP, GLW, FSYS, RUSHA, LSCC, ISSC, PWER, DRWI, STLY, PHM, RUSHB, NVGN, MSHL