
Several prominent investors have recently updated their portfolios as disclosed in their 13F filings for the fourth quarter of 2024. Warren Buffett's Berkshire Hathaway increased its stakes in Domino's Pizza, Pool Corp., and Sirius XM Holdings, while reducing its positions in Apple, Bank of America, and Ulta Beauty. Bill Ackman's Pershing Square Capital Management increased its stake in Nike by 15%, now holding 18.8 million shares, and reduced its stake in Chipotle Mexican Grill by 14% to 24.7 million shares. Additionally, Pershing Square cut its stake in Hilton Worldwide Holdings by 26% to 5.4 million shares, with its largest holding being Brookfield with approximately 35 million shares. Michael Burry's Scion Asset Management made new investments in PDD Holdings, Estée Lauder, HCA Healthcare, VF Corp., Oscar Health, and Canada Goose, while exiting its position in RealReal and reducing stakes in Alibaba, JD.com, and Molina Healthcare. Leon Cooperman's Omega Advisors added KBR Inc. to its portfolio with 1.46 million shares, and also increased its stake in Elevance Health and Ashland Inc. Cooperman sold out of DT Midstream and CommScope Holding, and reduced positions in Lithia Motors and Regal Rexnord. Other notable updates include Chase Coleman's Tiger Global Management, which made new buys in several stocks and reduced or exited others, and Daniel Loeb's Third Point, managing approximately $7.3 billion, which also adjusted its portfolio.
























William Ackman’s firm boosts stake in Nike, cuts Chipotle during Q4 https://t.co/uGNy9cVq99
Bill Ackman’s Pershing Square slashes stake in Chipotle, continues to bet on Nike https://t.co/6ues27JZEQ https://t.co/Voojp5fvwz
I just saw a Pershing Square presentation from @BillAckman saying they sold $NKE common equity for options, but the 13F shows they increased their position. Does anyone know what explains the discrepancy? https://t.co/EJQeQ7z5eB https://t.co/L17pBMpgaA