The Motley Fool

MARCH 19, 2025

Warren Buffett is one of the most closely followed investors in the world. Those subsidiaries generated plenty of cash for building Berkshire's investment portfolio. Today, that portfolio is worth $276 billion and holds positions in 44 stocks. billion stake now accounts for 2.9% of its portfolio. in 2023 and 8.7%

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Private Equity Insights

FEBRUARY 14, 2025

The deal involves Blackstone purchasing a significant equity interest in the property, which is currently co-owned by institutional investors advised by JPMorgan Global Alternatives and real estate firm Fisher Brothers. JPMorgans investors hold a 49% stake, while Fisher Brothers controls 51%. Can`t stop reading?

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The Motley Fool

NOVEMBER 30, 2024

Both companies play important roles in the burgeoning artificial intelligence (AI) economy, but several billionaire fund managers sold some of their Palantir stakes and bought more shares of Nvidia during the third quarter. Nvidia is now the largest position in AQR's portfolio. million shares of Palantir, reducing his stake by 91%.

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The Motley Fool

NOVEMBER 11, 2024

A 13F is a required filing with the Securities and Exchange Commission for institutional investors with at least $100 million in assets under management. It's a tool that allows investors to see which stocks Wall Street's smartest money managers have been buying and selling. Image source: Getty Images. Image source: Getty Images.

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Private Equity Insights

JANUARY 23, 2025

Arctos Partners, through its $9.9bn AUM Arctos Sports division, has acquired a 10% stake in the Buffalo Bills, becoming one of the first private equity firms to invest in an NFL team. This follows recent NFL rule changes allowing PE firms to hold up to 10% stakes in franchises. Dodgers, and Paris Saint-Germain F.C.

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The Motley Fool

JANUARY 11, 2025

Warren Buffett, the famed investor and one of the world's wealthiest individuals, built his fortune primarily through his holding company, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). If Berkshire Hathaway's stakes in public companies happen to pay dividends , they go to Berkshire's balance sheet in the same way.

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The Motley Fool

FEBRUARY 27, 2025

Quarterly filed Form 13Fs allow investors to see which stocks he and his top advisors, Todd Combs and Ted Weschler, have been buying and selling. Although these shareholder letters are typically known for their unwavering optimism, Buffett's newly released letter contains four of the most chilling words investors will ever witness.

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The Motley Fool

MARCH 6, 2025

Berkshire significantly trimmed its stakes in two of its largest holdings, Apple and Bank of America , and the company hasn't been too interested in buying its own stock, repurchasing far fewer shares in 2024 than in prior years. The company runs one of the four large credit card networks in the world and has a large credit card portfolio.

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The Motley Fool

JANUARY 3, 2025

Nvidia (NASDAQ: NVDA) and Apple (NASDAQ: AAPL) are very popular stocks among individual and institutional investors, but two highly successful hedge fund managers aggressively bought one and sold the other in the third quarter: Ken Griffin of Citadel Advisors purchased 4.7 million shares of Nvidia, nearly tripling his stake.

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Private Equity Insights

JANUARY 16, 2025

It highlights the growing demand for liquidity solutions among institutional investors. The capital was secured from a broad range of global investors, including pension funds, insurance companies, sovereign wealth funds, and family offices. This fundraising milestone is one of the largest in the private equity secondary market.

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The Motley Fool

NOVEMBER 16, 2024

Uber (NYSE: UBER) has taken investors on a wild ride since its IPO on May 9, 2019. In the second quarter of 2024, David Tepper increased his stake in Uber by 10% to 1.5 million shares, and Daniel Loeb lifted his stake by 320% to 2.1 on March 18, 2020. million shares, Ken Griffin beefed up his position by 179% to 2.65

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The Motley Fool

FEBRUARY 14, 2025

A 13F allows investors to see which stocks Wall Street's most-prominent and successful asset managers purchased and sold during the previous quarter. No billionaire investor garners more attention on Wall Street than Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Amid a seemingly endless parade of operating results is the Feb.

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The Motley Fool

NOVEMBER 10, 2024

The company, run by investor Warren Buffett, keeps trimming its equity portfolio and is now sitting on close to $325 billion in cash on its balance sheet. He sold yet again in the third quarter, reducing the stake for Berkshire Hathaway to an estimated 300 million shares worth around $69.9

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Private Equity Insights

FEBRUARY 5, 2025

The Australia expansion allows eligible investors to access funds from top managers like KKR, EQT, and the Carlyle Group with lower investment minimums. Moonfares portfolio investments provide diversified exposure across buyout, growth equity, venture, and infrastructure. Can’t stop reading?

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The Motley Fool

NOVEMBER 8, 2024

Warren Buffett is one of the most well-respected portfolio managers in the world, and there's good reason for that. in 1965, he grew the value of shareholders' stakes by an average compound annual rate of 19.8% Here's how Berkshire got here, and what it means for investors. billion portfolio at the end of the third quarter.

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The Motley Fool

JANUARY 2, 2025

They are also the company's largest shareholders, which means they have a direct stake in its long-term success. It's a thoughtful question Serve posed to investors in a recent presentation. However, as part of the spinoff, Uber retained a stake in Serve and it currently holds around 12% of its outstanding shares.

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The Motley Fool

OCTOBER 10, 2024

While most investors were focused on the heart of earnings season in mid-August, as well as the release of the July inflation report, they may have missed the deadline for Wall Street's smartest and most-successful money managers to file their Form 13F with the Securities and Exchange Commission. and global economy.

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Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. Many firms borrowed against their portfolio companies to sustain the private market boom while dealmaking dwindled.

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The Motley Fool

MARCH 28, 2025

While it includes 24 holdings, just three stocks represent the lion's share of the portfolio. as of February compared to about 34% in February 2024 -- but Microsoft still represents the largest position in the trust portfolio. As the only tech stock in the portfolio, it offers significant artificial intelligence (AI) exposure.

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The Motley Fool

OCTOBER 17, 2024

On Wall Street, investors are never hurting for data. This date marked the filing deadline for institutional investors with at least $100 million in assets under management (AUM) to file Form 13F with the Securities and Exchange Commission. In addition to a barrage of operating results, economic data releases occur almost every day.

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The Motley Fool

FEBRUARY 20, 2025

Each quarter, investors wait for Warren Buffett's company Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) By comparing 13-F filings, investors can gain insight into what stocks Berkshire bought and sold each quarter. By comparing 13-F filings, investors can gain insight into what stocks Berkshire bought and sold each quarter.

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The Motley Fool

OCTOBER 24, 2024

14, investors received what can arguably be described as the most important data release of the third quarter -- and I'm not talking about any inflation report. Interestingly, 13Fs from the second quarter show that billionaire investors, including Citadel's Ken Griffin, have a mixed view of the companies powering the AI revolution.

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The Motley Fool

OCTOBER 22, 2024

Over the span of roughly six weeks, a majority of America's most-important publicly traded companies will spill the beans to Wall Street and investors regarding their operating performance over the prior quarter. Image source: Getty Images. When these lofty expectations are, inevitably, not met, the music stops and the bubble bursts.

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Private Equity Wire

JANUARY 23, 2025

Calpine Corp’s $16.4bn sale to Constellation Energy is set to deliver a major windfall to its owners offering optimism in the private equity sector that similar mega-deals could help an industry grappling with sluggish investor payouts, according to a report by Reuters. Deals of this magnitude remain uncommon in the buyout world.

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The Motley Fool

JANUARY 6, 2025

However, from time to time, a company may invest in other businesses and acquire a small equity stake. See the 10 stocks Within this portfolio, none has gained more attention than SoundHound. Without a doubt, SoundHound AI is a tempting opportunity for AI investors. Is Nebius stock a buy in 2025?

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Private Equity Insights

JANUARY 16, 2025

By integrating Epipoli into its portfolio, Investcorp reinforces its commitment to backing businesses that are reshaping consumer and business payment experiences across Europe. read more Bain Capital acquires stake in leading automotive company Bain Capital has acquired a minority stake in an Indian auto components manufacturer.

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The Motley Fool

NOVEMBER 16, 2024

Nvidia (NASDAQ: NVDA) first disclosed a stake in fellow semiconductor company Arm Holdings (NASDAQ: ARM) in the fourth quarter of 2023. The position was valued at $147 million at the time, but a recently filed Form 13F shows the position is now worth more than $280 million and accounts for about 65% of Nvidia's $433 million stock portfolio.

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The Motley Fool

NOVEMBER 19, 2024

While most investors were laser-focused on the October inflation report on Nov. 13, the deadline for institutional investors to file Form 13F on Nov. However, this didn't stop Englander from overseeing the disposition of 4,492,425 shares of Palantir during the third quarter, which reduced his fund's stake by 90.3%!

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The Motley Fool

JANUARY 23, 2025

However, four existing holdings in Berkshire's $297 billion portfolio of publicly traded securities are using AI to supercharge their legacy businesses. of Berkshire Hathaway's portfolio Berkshire bought shares in Domino's Pizza (NASDAQ: DPZ) during the third quarter of 2024 (ended Sept. Start Your Mornings Smarter! Amazon: 0.8%

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The Motley Fool

SEPTEMBER 30, 2024

It's harder to find high-yield stocks that investors can rely on, but it isn't impossible. These specialized entities are popular among income-seeking investors because they can avoid paying income taxes by distributing nearly all of their earnings to shareholders in the form of dividend payments. of total investments at cost.

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Investors Debt Professional Services Stakes 245

Private Equity Insights

APRIL 9, 2025

The programme will target portfolios of senior secured, floating-rate, sponsor-backed assets across both LP-led and GP-led transactions. The firm will continue executing its selective investment approach, targeting strong risk-adjusted returns for its global investor base. Can`t stop reading?

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The Motley Fool

OCTOBER 9, 2024

Each quarter, intuitional investors managing more than $100 million are required to file a form 13F. These filings reveal which stocks "smart money" portfolio managers bought and sold during the most recent quarter. However, during a recent interview on CNBC, Tepper didn't hold back.

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The Motley Fool

FEBRUARY 28, 2025

On March 2, investors may get an answer. Let's dig into why that is such an important date for Netflix and explore what's at stake for the company's reputation. Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More Have these investments been worth the price tag?

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The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4% Apple: $92.2

Portfolios 246

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The Motley Fool

OCTOBER 5, 2024

Billionaire investor Larry Robbins of hedge fund Glenview Capital Management has taken a large stake in healthcare company CVS Health (NYSE: CVS) and has met with management on ways to help turn around the struggling business. According to The Wall Street Journal , Glenview has amassed about a $700 million stake in the company.

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The Motley Fool

SEPTEMBER 28, 2024

That wasn't quite all of Appaloosa's stake. Though Appaloosa actually trimmed its stake in Alibaba, that Chinese e-commerce stock remained his top holding, making up 12.2% of the Appaloosa portfolio. That theory seems reasonable, but investors have been saying that for years, and China has continued to struggle.

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Hedge Funds Investors Stakes Funds 246

The Motley Fool

OCTOBER 21, 2024

Every quarter, institutional investors with at least $100 million in assets under management (AUM) are required to file Form 13F with the Securities and Exchange Commission. A 13F allows investors an over-the-shoulder look to see what Wall Street's smartest money managers bought and sold in the latest quarter.

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