Super Investor Portfolio Updates Feed

Currently tracking portfolios of 51 Super Investors.

Latest significant* insider buys

Date Filed Stock Total Value $ Price $
17 May CRR - CARBO CERAMICS INC 34,675 69.35
17 May CRR - CARBO CERAMICS INC 69,800 69.80
17 May PBI - PITNEY BOWES INC 146,700 14.67
17 May GNE - Genie Energy Ltd. 23,675 9.47
17 May GNE - Genie Energy Ltd. 23,675 9.47
17 May GNE - Genie Energy Ltd. 49,200 8.20
16 May MDRX - ALLSCRIPTS HEALTHCARE SOLUTIONS Inc 99,822 14.02
16 May FSC - Fifth Street Finance Corp 21,580 10.79
16 May LFVN - Lifevantage Corp 122,000 2.44
15 May CAH - CARDINAL HEALTH INC 20,119 46.25
14 May EPD - ENTERPRISE PRODUCTS PARTNERS L P 122,880 61.44
14 May EPD - ENTERPRISE PRODUCTS PARTNERS L P 122,920 61.46
14 May SMG - SCOTTS MIRACLE-GRO CO 47,880 47.88
14 May SMG - SCOTTS MIRACLE-GRO CO 24,125 48.25
14 May ADT - ADT Corp 65,190 43.46
13 May Y - ALLEGHANY CORP 196,750 393.50
13 May Y - ALLEGHANY CORP 98,688 394.75
13 May Y - ALLEGHANY CORP 98,500 394.00
13 May SMG - SCOTTS MIRACLE-GRO CO 33,229 47.47
13 May MUR - MURPHY OIL CORP 1,285,958 64.30
13 May MUR - MURPHY OIL CORP 629,990 63.00
13 May OLP - ONE LIBERTY PROPERTIES INC 23,700 23.70
13 May IMN - IMATION CORP 82,525 3.80
10 May CFX - Colfax CORP 94,710 45.10
10 May CFX - Colfax CORP 475,477 45.28
10 May CFX - Colfax CORP 139,810 45.10
10 May CFX - Colfax CORP 27,060 45.10
10 May HTH - Hilltop Holdings Inc 159,170 14.47
10 May ONB - OLD NATIONAL BANCORP 27,700 12.73
09 May BBT - BB&T CORP 120,890 31.40
09 May HTCH - HUTCHINSON TECHNOLOGY INC 48,204 3.21
09 May NVR - NVR INC 300,009 1000.03
08 May IRDM - Iridium Communications Inc 72,300 7.23
08 May BSX - BOSTON SCIENTIFIC CORP 232,800 7.76
08 May CLMS - Calamos Asset Management Inc 31,868 10.91
08 May CLMS - Calamos Asset Management Inc 26,378 11.00
08 May CLMS - Calamos Asset Management Inc 77,745 10.95
08 May CLMS - Calamos Asset Management Inc 39,822 10.94
08 May CLMS - Calamos Asset Management Inc 44,170 10.89
08 May CLMS - Calamos Asset Management Inc 20,824 10.96
08 May CLMS - Calamos Asset Management Inc 71,700 10.90
08 May CLMS - Calamos Asset Management Inc 22,953 10.93
08 May GNW - GENWORTH FINANCIAL INC 108,890 10.89
08 May NYT - NEW YORK TIMES CO 50,191 9.35
08 May HBI - Hanesbrands Inc 26,387 49.79
08 May PBI - PITNEY BOWES INC 116,766 15.36
08 May PBI - PITNEY BOWES INC 896,855 15.36
08 May MWA - Mueller Water Products Inc 69,238 6.96
08 May MWA - Mueller Water Products Inc 83,699 7.00
08 May MWA - Mueller Water Products Inc 49,308 6.95

* Real time Open market common equity purchases of minimum $20,000 by company insiders, applicable to current value holdings

Articles Feed

19 May 2013 Ray Kurzweil: The law of accelerating returns

Presentation by Ray Kurzweil, inventor, futurist, and director of engineering at Google


17 May 2013 Dell An ill wind
17 May 2013 Sergey Brin: Why Google Glass?

It's not a demo, more of a philosophical argument: Why did Sergey Brin and his team at Google want to build an eye-mounted camera/computer, codenamed Glass? Onstage at TED2013, Brin calls for a new way of seeing our relationship with our mobile computers -- not hunched over a screen but meeting the world heads-up.


12 May 2013 The Housing Mirage

Archive...

"Chance seldom interferes with the wise man. His greatest and highest interests have been, are, and will be, directed by reason throughout his whole life."
-- Epicurus

Super Investor Stats

Top 10 most owned stocks

MSFT - Microsoft Corp.
GOOG - Google Inc.
JNJ - Johnson & Johnson
BRK.B - Berkshire Hathaway CL B
WFC - Wells Fargo
BAC - Bank of America Corp.
C - Citigroup Inc.
ORCL - Oracle Corp.
AAPL - Apple Inc.
BK - Bank of New York
>> more

Top 10 stocks by %

BRK.B - Berkshire Hathaway CL B
AIG - American Int'l. Group
INTL - INTL FCStone Inc.
VRX - Valeant Pharmaceuticals Int'l
MSFT - Microsoft Corp.
BAC - Bank of America Corp.
WFC - Wells Fargo
C - Citigroup Inc.
GOOG - Google Inc.
JNJ - Johnson & Johnson
>> more
Top 10 buys last qtr  ( Q1 2013 ) i
Based on 42 out of 51 SuperInvestor filings so far
MSFT - Microsoft Corp.
ORCL - Oracle Corp.
KO - Coca Cola Co.
AAPL - Apple Inc.
AIG - American Int'l. Group
DTV - DIRECTV Group Inc.
GOOG - Google Inc.
WFC - Wells Fargo
EMC - EMC Corp.
HSP - Hospira Inc.
>> more

Top 10 buys last qtr by %

MSFT - Microsoft Corp.
AAPL - Apple Inc.
BP - BP plc
AIG - American Int'l. Group
ORCL - Oracle Corp.
ESRX - Express Scripts
DTV - DIRECTV Group Inc.
COWN - Cowen Group Inc.
HES - Hess Corp.
COH - Coach Inc.
>> more

Top 10 buys last 6 months

MSFT - Microsoft Corp.
ORCL - Oracle Corp.
GOOG - Google Inc.
AIG - American Int'l. Group
KO - Coca Cola Co.
AAPL - Apple Inc.
BRK.B - Berkshire Hathaway CL B
NOV - National Oilwell Varco Inc.
DTV - DIRECTV Group Inc.
SCHW - Charles Schwab
>> more

Top 10 buys last 6 months by %

AAPL - Apple Inc.
AIG - American Int'l. Group
MSFT - Microsoft Corp.
ESRX - Express Scripts
BP - BP plc
ORCL - Oracle Corp.
DTV - DIRECTV Group Inc.
MCO - Moody's Corp.
KO - Coca Cola Co.
SHOS - Sears Hometown & Outlet Stores
>> more
>> history

Value stocks with most insider buys in the last 3 months

Stock Count Total Amount $
CLMS - Calamos Asset Management Inc 138 4,384,881
SYBT - S Y BANCORP INC 33 92,814
DVA - DAVITA HEALTHCARE PARTNERS Inc 29 108,104,309
TEX - TEREX CORP 22 146,157
GROW - U S GLOBAL INVESTORS INC 16 23,670
NRP - NATURAL RESOURCE PARTNERS LP 16 601,357
TIF - TIFFANY & CO 15 238,398,665
JPM - JPMORGAN CHASE & CO 13 34,780,646
CHDN - CHURCHILL DOWNS INC 10 1,182,492
FSYS - Fuel Systems Solutions Inc 8 1,584,264
PANL - UNIVERSAL DISPLAY CORP 7 10,993,028
FSC - Fifth Street Finance Corp 7 114,814
IMN - IMATION CORP 6 113,799
HAE - HAEMONETICS CORP 6 85,380
M - Macy's Inc 6 300,577
HEOP - HERITAGE OAKS BANCORP 6 27,144
CTO - CONSOLIDATED TOMOKA LAND CO 6 85,718
LARK - LANDMARK BANCORP INC 6 12,614
MDRX - ALLSCRIPTS HEALTHCARE SOLUTIONS Inc 6 1,582,623
WFT - Weatherford International Ltd./Switzerland 5 302,659
ANV - Allied Nevada Gold Corp 5 53,890
ONB - OLD NATIONAL BANCORP 5 60,480
YUM - YUM BRANDS INC 5 90,036
FIBK - FIRST INTERSTATE BANCSYSTEM INC 5 15,980
ACNB - ACNB CORP 5 29,255
MWA - Mueller Water Products Inc 5 319,347
OI - OWENS ILLINOIS INC 5 176,176
NSH - NuStar GP Holdings LLC 5 2,428,880
PCTI - PC TEL INC 4 39,068
DV - DEVRY INC 4 129,979
TBBK - Bancorp Inc 4 24,320
TWO - Two Harbors Investment Corp 4 356,874
CFX - Colfax CORP 4 737,057
OII - OCEANEERING INTERNATIONAL INC 4 312,683
HTCH - HUTCHINSON TECHNOLOGY INC 4 168,508

* Current Value holdings with highest number of open market insider buys in the last 3 months.
Note: This is the 3 month period going back from and including today - not the last financial quarter.

Shareholder Reports & Commentaries Feed

13 May 2013 David Winters on Bloomberg ( Portfolio )

David Winters, chief executive officer of Wintergreen Advisers LLC, talks about Asia markets and his investment strategy:


08 May 2013 Whitney Tilson's updated Berkshire Hathaway analysis ( Portfolio )

Current intrinsic value: $193,500/share
• Plus 8% growth of intrinsic value of the business
• Plus $7,500/share cash build over next 12 months
• Equals intrinsic value in one year of $216,500
• 33% above today’s price
07 May 2013 "Standstill agreement" between Berkshire Hathaway and DaVita limits ownership to 25% ( Portfolio )

On May 7, 2013, the Company entered into a letter agreement (the “Standstill Agreement”) with Berkshire Hathaway Inc., on behalf of itself and its Affiliates (as defined in Rule 12b-2 under the Securities Exchange Act of 1934, as amended) (collectively, “Investor”) pursuant to which Investor agreed, subject to certain exceptions and to the termination provisions specified in the Standstill Agreement, not to acquire beneficial ownership of the Company exceeding 25% of the Company’s then-outstanding Common Stock, and to certain other provisions respecting stockholders meetings, mergers and other matters specified therein.

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