Buffett's announced 24Q2 13F featured one company that appeared out of the blue, in addition to the known big cut in Apple.Berkshire opened its first position in Ulta Beauty, a beauty and cosmetics retailer. $ulta beauty(ULTA)$ $Berkshire Hathaway(BRK.B)$ $Berkshire Hathaway(BRK.A)$ The deal is worth $267 million and holds about 690,000 shares of ULTA. Whether it's Buffett's intention, Munger's last wish, or the hands of Ted Weschler and Todd Combs, who are over 100 years old, it's interesting to see these little old men suddenly take an interest in this industry.But beware:This position represents only 0.1% of Berkshire's portfolio.After all, Warren Buffett "d

Some things people may have missed from Stanley Druckenmiller’s latest 13F filings: He added: $iShares Russell 2000 ETF(IWM)$ —> $664M worth of calls, this to me is incredible…he really sees the broadening of this market to small caps $SPDR S&P Regional Banking ETF(KRE)$ —> 307K shares, Stan likes regional banks… $Reddit(RDDT)$ Reddit —> 175K shares, seems like he saw the need for real time data from platforms like Reddit $Palo Alto Networks(PANW)$ —> 74K shares, likely on the Q1 dip with Nancy Sold: All of his $AbCellera Biologics(ABCL)$ and

13F Filings for the December 31, 2023 Quarter are due 2024-02-14, 7338 filings already imported!What is a 13F filing?The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide insights into what the smart money is doing in the market.Below are a thread about the Top 100 tickers with the highest $ inflows based on the last 13F filings, organized by sector: Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology UtilitiesTop 100 Holdings in Basic Materials Ranked By Fund Flow Across All 13F Filings, 2023-12-31

Billionaire investor Bill Ackman just released his 13F filings for Q3 2023. Here are the holdings: $Alphabet(GOOG)$ $Alphabet(GOOGL)$: 17.21% $Chipotle Mexican Grill(CMG)$ : 16.65% $Restaurant(QSR)$ : 14.82% $Hilton(HLT)$ : 14.75% $Lowe's(LOW)$ : 14.0% $Howard Hughes Holding(HHH)$ : 11.87% $CANADIAN PAC KANS CITY LTD(CP)$ : 10.70% ImageAdded To: $Alphabet(GOOG)$ $Hilton(HL