Q2 13F filings
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 15 August 2023
⏱️ 7 minutes
🧾️ Download transcript
Summary
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Transcript
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| 0:00.0 | Welcome to See King Alpha's Wall Street breakfast where we cover the top news for |
| 0:05.4 | investors every morning. Good morning today is Tuesday August 15th and I'm your |
| 0:10.6 | host Julie Morgan. We're diving into 13F filings. Saudi Arabia and UAE are said to buy thousands of |
| 0:18.2 | GPUs from NVIDIA for AI and Catalan is accused of misleading investors in a shareholder lawsuit. |
| 0:25.0 | Here is what's making headlines today. |
| 0:28.0 | According to its 13F filing, Daniel Loeb's third point took new stakes and takeover targets Activision Blizzard and Black Knight. |
| 0:35.8 | It also established new positions in Amazon and Uber during Q2, 2023. |
| 0:41.9 | In addition, third point increased its stake in Alibaba, slashed its stake in alphabet and |
| 0:48.0 | exited Colgate-Palmolive. |
| 0:50.3 | The firm boosted stakes in Alibaba to 2.95 million shares from 1.33 million. |
| 0:56.2 | In Microsoft to 1.52 million shares from 1.05 million, |
| 1:01.5 | and in Jacob Solutions to 1.35 million shares from 186,000. |
| 1:07.0 | Billionaire investor Bill Ackman's Pershing Square capital management added to its stake in Google Parent Alphabet in Q2 of |
| 1:15.0 | 2023 while continuing to reduce its holdings in Chipotle and Lowe's. |
| 1:19.8 | The hedge fund raised its position in Alphabet's Class C capital stock to 9.38 million shares in Q2, |
| 1:27.3 | after disclosing a stake of 8.07 million in Q1 of 2023. |
| 1:32.8 | Ackman's fund trimmed its stake in Chipotle to around 954,000 shares from 1.03 million, |
| 1:39.8 | and in lows to 7.47 million shares from 10.04 million. |
| 1:46.2 | And finally, Warren Buffett's Berkshire Hathaway |
| 1:49.0 | added new holdings in Home Builders, |
| 1:51.2 | D.R. Horton, Env, and Lenar, during Q2 and divested its stakes in McKesson, |
| 1:57.3 | Martian McLennan, and VITES Energy during the second quarter of 2023 according to its latest 13F filing. |
... |
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