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2021-08-18

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Q2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios

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The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></li>\n <li>ODP Corp</li>\n <li>SPDR S&amp;P 500 ETF Trust</li>\n <li><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>ADT Inc</li>\n <li><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></li>\n <li>CNX Resources Corp</li>\n</ul>\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>T-Mobile Us Inc</li>\n <li><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</li>\n <li><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</li>\n <li><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</li>\n <li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</li>\n <li><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</li>\n</ul>\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></li>\n <li>Alibaba Group Holding Ltd - ADR</li>\n <li><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></li>\n <li>Vanguard500 Index Fund ETF</li>\n <li><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</li>\n</ul>\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n<ul>\n <li>Encompass Health Corp</li>\n <li><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</li>\n <li>SPDR S&amp;P 500 ETF Trust</li>\n <li><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>Conagra Brands Inc</li>\n <li>TreeHouse Foods Inc.</li>\n <li>Laboratory Corp. of America Holdings</li>\n</ul>\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n<ul>\n <li>Papa John's Int'l, Inc.</li>\n <li><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</li>\n <li><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</li>\n <li><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>Aecom</li>\n <li>NortonLifeLock Inc</li>\n <li>Corteva Inc</li>\n <li><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</li>\n</ul>\nWarren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a>\nNotable Q2 Buys/Increases:\n<ul>\n <li>Kroger Co</li>\n <li>Organon &amp; Co</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</li>\n <li><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</li>\n <li><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</li>\n <li><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</li>\n <li><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</li>\n</ul>\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n<ul>\n <li>Amazon.com, Inc.</li>\n <li>Walt Disney Co</li>\n <li>Airbnb Inc</li>\n <li><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></li>\n <li>Alphabet Inc</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></li>\n <li>iShares iBoxx $ Inv Grade Corporate Bond ETF</li>\n <li>T-Mobile Us Inc</li>\n <li><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</li>\n</ul>\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></li>\n <li><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</li>\n <li><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</li>\n <li><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</li>\n <li>Welbilt Inc</li>\n</ul>\nBill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital\nNotable Q2 Buys/Increases:\n<ul>\n <li>Domino's Pizza, Inc.</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</li>\n <li>Lowe’s Companies Inc</li>\n <li><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</li>\n <li><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</li>\n</ul>\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</li>\n <li>Facebook, Inc.</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></li>\n <li><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</li>\n</ul>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQ2 13F Roundup: How Buffett, Einhorn, Ackman And Others Adjusted Their Portfolios\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-08-18 09:34\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<img src=\"https://static.tigerbbs.com/21f6d0ecef322eb7d493d53b88c9b1b5\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\">\nThe latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:<a href=\"https://laohu8.com/S/ISBC\">Investors</a> who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&amp;P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n<ul>\n <li>Google parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> has the attention of fund managers, with Tepper selling and Soros buying.</li>\n <li><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> had a brutal quarter in part due to a regulatory on big tech stocks in <a href=\"https://laohu8.com/S/CAAS\">China</a>, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.</li>\n <li>Buffett continued accumulating <a href=\"https://laohu8.com/S/KR\">Kroger</a> shares while selling off health care investments.</li>\n <li>Several fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. &amp; Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.</li>\n</ul>\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable <a href=\"https://laohu8.com/S/QTWO\">Q2</a> Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/GPRO\">GoPro</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/TECK\">Teck Resources Ltd</a></li>\n <li>ODP Corp</li>\n <li>SPDR S&amp;P 500 ETF Trust</li>\n <li><a href=\"https://laohu8.com/S/EXPE\">Expedia</a> Group Inc</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>ADT Inc</li>\n <li><a href=\"https://laohu8.com/S/APG\">APi Group Corp</a></li>\n <li>CNX Resources Corp</li>\n</ul>\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/UBER\">Uber</a> Technologies Inc</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>T-Mobile Us Inc</li>\n <li><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Inc.</li>\n <li><a href=\"https://laohu8.com/S/09988\">Alibaba</a> Group Holding Ltd - ADR</li>\n <li><a href=\"https://laohu8.com/S/FB\">Facebook</a>, Inc.</li>\n <li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, Inc.</li>\n <li><a href=\"https://laohu8.com/S/NFLX\">Netflix</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> Co</li>\n</ul>\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/LAD\">Lithia Motors</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/FOA\">Finance of America Companies Inc</a></li>\n <li>Alibaba Group Holding Ltd - ADR</li>\n <li><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a></li>\n <li>Vanguard500 Index Fund ETF</li>\n <li><a href=\"https://laohu8.com/S/EFA\">iShares MSCI EAFE ETF</a></li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/FOE\">Ferro</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/CMCSA\">Comcast</a> Corporation</li>\n</ul>\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n<ul>\n <li>Encompass Health Corp</li>\n <li><a href=\"https://laohu8.com/S/VG\">Vonage</a> Holdings Corp.</li>\n <li>SPDR S&amp;P 500 ETF Trust</li>\n <li><a href=\"https://laohu8.com/S/CONE\">CyrusOne</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/CSOD\">Cornerstone OnDemand</a>, Inc.</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>Conagra Brands Inc</li>\n <li>TreeHouse Foods Inc.</li>\n <li>Laboratory Corp. of America Holdings</li>\n</ul>\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n<ul>\n <li>Papa John's Int'l, Inc.</li>\n <li><a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> Corp</li>\n <li><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000</a> ETF</li>\n <li><a href=\"https://laohu8.com/S/IWR\">iShares Russell Mid-Cap ETF</a></li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li>Aecom</li>\n <li>NortonLifeLock Inc</li>\n <li>Corteva Inc</li>\n <li><a href=\"https://laohu8.com/S/CVLT\">CommVault</a> Systems, Inc.</li>\n</ul>\nWarren Buffett’s <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a>\nNotable Q2 Buys/Increases:\n<ul>\n <li>Kroger Co</li>\n <li>Organon &amp; Co</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/MRK\">Merck</a> &amp; Co., Inc.</li>\n <li><a href=\"https://laohu8.com/S/GM\">General Motors</a> Company</li>\n <li><a href=\"https://laohu8.com/S/AXTA\">Axalta Coating</a> Systems Ltd</li>\n <li><a href=\"https://laohu8.com/S/ABBV\">AbbVie</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/CVX\">Chevron</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> Co</li>\n <li><a href=\"https://laohu8.com/S/BIIB\">Biogen</a> Inc</li>\n</ul>\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n<ul>\n <li>Amazon.com, Inc.</li>\n <li>Walt Disney Co</li>\n <li>Airbnb Inc</li>\n <li><a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a></li>\n <li>Alphabet Inc</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a></li>\n <li>iShares iBoxx $ Inv Grade Corporate Bond ETF</li>\n <li>T-Mobile Us Inc</li>\n <li><a href=\"https://laohu8.com/S/NKE\">Nike</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/BGC\">General</a> Motors Company</li>\n</ul>\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/IEPRR\">Icahn Enterprises LP</a></li>\n <li><a href=\"https://laohu8.com/S/XRX\">Xerox</a> Holdings Corp</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/HLF\">Herbalife</a> Nutrition Ltd</li>\n <li><a href=\"https://laohu8.com/S/OXY\">Occidental</a> Petroleum Corporation</li>\n <li><a href=\"https://laohu8.com/S/TEN\">Tenneco</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/DK\">Delek US</a> Holdings Inc</li>\n <li>Welbilt Inc</li>\n</ul>\nBill Ackman’s <a href=\"https://laohu8.com/S/PGLC\">Pershing</a> <a href=\"https://laohu8.com/S/SQ\">Square</a> Capital\nNotable Q2 Buys/Increases:\n<ul>\n <li>Domino's Pizza, Inc.</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/QSR\">Restaurant</a> Brands International Inc</li>\n <li>Lowe’s Companies Inc</li>\n <li><a href=\"https://laohu8.com/S/A\">Agilent</a> Technologies Inc</li>\n <li><a href=\"https://laohu8.com/S/HLT\">Hilton</a> Hotels Corporation</li>\n</ul>\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n<ul>\n <li><a href=\"https://laohu8.com/S/SJR\">Shaw</a> <a href=\"https://laohu8.com/S/JCS\">Communications</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>, Inc.</li>\n <li>Facebook, Inc.</li>\n</ul>\nNotable Q2 Sells/Reductions:\n<ul>\n <li><a href=\"https://laohu8.com/S/EBAYL\">eBay</a> Inc</li>\n <li><a href=\"https://laohu8.com/S/FOXBV\">Fox Corp</a></li>\n <li><a href=\"https://laohu8.com/S/INTC\">Intel</a> Corporation</li>\n <li><a href=\"https://laohu8.com/S/PEAK\">Healthpeak Properties</a> Inc</li>\n</ul>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","BRK.A":"伯克希尔","GOOGL":"谷歌A","BABA":"阿里巴巴",".IXIC":"NASDAQ Composite","QTWO":"Q2 Holdings Inc",".SPX":"S&P 500 Index","ABNB":"爱彼迎","BRK.B":"伯克希尔B"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137059057","content_text":"The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling.\nTakeaways From 13F Season:Investors who follow particular fund managers can easily look up what each was buying and selling in the quarter, but other investors may be more interested in overall themes from 13F filings. The second quarter of 2021 was another big quarter for the S&P 500, and investors were likely interested in what top managers were buying and selling heading into the second half of 2021.\n\nGoogle parent Alphabet has the attention of fund managers, with Tepper selling and Soros buying.\nAlibaba had a brutal quarter in part due to a regulatory on big tech stocks in China, and fund managers took notice. Tepper was selling while Cooperman was buying the dip.\nBuffett continued accumulating Kroger shares while selling off health care investments.\nSeveral fund managers traded ETFs to play particular themes. Despite a booming U.S. Market, Cooperman invested in developed markets outside of the U.S. & Canada by buying the EFA ETF, while Smith made big bets on small and mid-cap stocks by buying the IWR and IWM funds.\n\nHere’s a rundown of how the smart money was playing some of the most popular stocks last quarter.\nDavid Einhorn’s Greenlight Capital\nNotable Q2 Buys/Increases:\n\nGoPro Inc\nTeck Resources Ltd\nODP Corp\nSPDR S&P 500 ETF Trust\nExpedia Group Inc\n\nNotable Q2 Sells/Reductions:\n\nADT Inc\nAPi Group Corp\nCNX Resources Corp\n\nDavid Tepper’s Appaloosa Management\nNotable Q2 Buys/Increases:\n\nUber Technologies Inc\n\nNotable Q2 Sells/Reductions:\n\nT-Mobile Us Inc\nAmazon.com, Inc.\nAlibaba Group Holding Ltd - ADR\nFacebook, Inc.\nMicrosoft Corporation\nTwitter Inc\nAlphabet, Inc.\nNetflix Inc\nWalt Disney Co\n\nLeon Cooperman’s Omega Advisors\nNotable Q2 Buys/Increases:\n\nLithia Motors Inc\nFinance of America Companies Inc\nAlibaba Group Holding Ltd - ADR\nBausch Health Companies Inc\nVanguard500 Index Fund ETF\niShares MSCI EAFE ETF\n\nNotable Q2 Sells/Reductions:\n\nFerro Corporation\nComcast Corporation\n\nBarry Rosenstein’s Jana Partners\nNotable Q2 Buys/Increases:\n\nEncompass Health Corp\nVonage Holdings Corp.\nSPDR S&P 500 ETF Trust\nCyrusOne Inc\nCornerstone OnDemand, Inc.\n\nNotable Q2 Sells/Reductions:\n\nConagra Brands Inc\nTreeHouse Foods Inc.\nLaboratory Corp. of America Holdings\n\nJeff Smith’s Starboard Value\nNotable Q2 Buys/Increases:\n\nPapa John's Int'l, Inc.\nON Semiconductor Corp\niShares Russell 2000 ETF\niShares Russell Mid-Cap ETF\n\nNotable Q2 Sells/Reductions:\n\nAecom\nNortonLifeLock Inc\nCorteva Inc\nCommVault Systems, Inc.\n\nWarren Buffett’s Berkshire Hathaway\nNotable Q2 Buys/Increases:\n\nKroger Co\nOrganon & Co\n\nNotable Q2 Sells/Reductions:\n\nMerck & Co., Inc.\nGeneral Motors Company\nAxalta Coating Systems Ltd\nAbbVie Inc\nChevron Corporation\nBristol-Myers Squibb Co\nBiogen Inc\n\nGeorge Soros’ Soros Fund Management\nNotable Q2 Buys/Increases:\n\nAmazon.com, Inc.\nWalt Disney Co\nAirbnb Inc\nMGM Resorts International\nAlphabet Inc\n\nNotable Q2 Sells/Reductions:\n\nViacomCBS Inc.\niShares iBoxx $ Inv Grade Corporate Bond ETF\nT-Mobile Us Inc\nNike Inc\nGeneral Motors Company\n\nCarl Icahn’s Icahn Capital\nNotable Q2 Buys/Increases:\n\nIcahn Enterprises LP\nXerox Holdings Corp\n\nNotable Q2 Sells/Reductions:\n\nHerbalife Nutrition Ltd\nOccidental Petroleum Corporation\nTenneco Inc\nDelek US Holdings Inc\nWelbilt Inc\n\nBill Ackman’s Pershing Square Capital\nNotable Q2 Buys/Increases:\n\nDomino's Pizza, Inc.\n\nNotable Q2 Sells/Reductions:\n\nRestaurant Brands International Inc\nLowe’s Companies Inc\nAgilent Technologies Inc\nHilton Hotels Corporation\n\nSeth Klarman’s Baupost Group\nNotable Q2 Buys/Increases:\n\nShaw Communications Inc\nMicron Technology, Inc.\nFacebook, Inc.\n\nNotable Q2 Sells/Reductions:\n\neBay Inc\nFox Corp\nIntel Corporation\nHealthpeak Properties Inc","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/833759424"}