|
DVA
|
Healthcare |
Sell
|
BERKSHIRE HATHAWAY INC
|
1,220,376
|
$149.84
|
$182.9M
|
28,880,209
|
4.0% |
$13.7B
|
$157.04
|
+23.5%
|
+1.2%
|
+1.2%
|
+0.1%
|
+0.8%
|
|
STKL
|
Consumer Defensive |
Sell
|
Oaktree Capital Group Holdings GP, LLC
|
20,651,812
|
$6.50
|
$134.2M
|
—
|
100.0% |
$769M
|
$6.50
|
+0.0%
|
+0.0%
|
+0.0%
|
—
|
—
|
|
FTAI
|
Industrials |
Sell
|
TUCHMAN MARTINDir
|
143,584
|
$242.44
|
$34.8M
|
236,302
|
37.8% |
$26.6B
|
$244.37
|
+16.9%
|
-4.6%
|
-0.8%
|
+3.7%
|
-5.0%
|
|
FTAI
|
Industrials |
Sell
|
TUCHMAN MARTINDir
|
67,500
|
$241.99
|
$16.3M
|
210,491
|
24.3% |
$26.6B
|
$244.37
|
+16.9%
|
-4.6%
|
-0.8%
|
+3.7%
|
-5.0%
|
|
STGW
|
Communication Services |
Sell
|
Gross Bradley J.Dir
|
2,163,790
|
$6.04
|
$13.1M
|
8,789
|
99.6% |
$1.7B
|
$6.64
|
-3.6%
|
+0.9%
|
+0.2%
|
-3.4%
|
-3.0%
|
|
REG
|
Real Estate |
Sell
|
STEIN MARTIN E JR
|
157,892
|
$78.39
|
$12.4M
|
—
|
100.0% |
$14.8B
|
$78.89
|
+0.2%
|
-1.5%
|
-0.3%
|
+0.2%
|
-0.1%
|
|
FTAI
|
Industrials |
Sell
|
TUCHMAN MARTINDir
|
43,176
|
$240.64
|
$10.4M
|
193,126
|
18.3% |
$26.6B
|
$244.37
|
+16.9%
|
-4.6%
|
-0.8%
|
+3.7%
|
-5.0%
|
|
AVLN
|
— |
Buy
|
Novo Holdings A/S
|
555,555
|
$18.00
|
$10.0M
|
3,883,289
|
16.7% |
$1.3B
|
$27.43
|
+1.0%
|
-2.8%
|
+1.5%
|
+8.2%
|
+1.1%
|
|
CHEF
|
Consumer Defensive |
Sell
|
Pappas ChristopherDir/Off
|
125,000
|
$78.00
|
$9.8M
|
2,189,453
|
5.4% |
$3.9B
|
$79.03
|
+1.4%
|
+0.2%
|
+1.7%
|
-1.2%
|
-0.9%
|
|
APH
|
Technology |
Sell
|
NORWITT RICHARD ADAMDir/Off
|
61,072
|
$143.90
|
$8.8M
|
1,927,507
|
3.1% |
$200.5B
|
$136.69
|
+1.3%
|
-1.3%
|
-6.3%
|
-4.3%
|
+4.4%
|
|
REG
|
Real Estate |
Sell
|
STEIN MARTIN E JR
|
110,263
|
$78.40
|
$8.6M
|
—
|
100.0% |
$14.8B
|
$78.89
|
+0.2%
|
-1.5%
|
-0.3%
|
+0.2%
|
-0.1%
|
|
GS
|
Financial Services |
Sell
|
FREDMAN SHEARA JOff
|
8,166
|
$930.21
|
$7.6M
|
6,338
|
56.3% |
$306.2B
|
$918.89
|
+2.0%
|
-1.2%
|
+1.1%
|
+0.9%
|
+0.1%
|
|
AMZN
|
Consumer Cyclical |
Sell
|
Herrington Douglas JOff
|
27,500
|
$275.00
|
$7.6M
|
471,361
|
5.5% |
$2.5T
|
$273.55
|
+0.5%
|
-1.4%
|
+0.6%
|
-1.4%
|
-1.2%
|
|
APH
|
Technology |
Sell
|
NORWITT RICHARD ADAMDir/Off
|
52,203
|
$142.04
|
$7.4M
|
1,927,507
|
2.6% |
$200.5B
|
$136.69
|
+1.3%
|
-1.3%
|
-6.3%
|
-4.3%
|
+4.4%
|
|
AAMI
|
Financial Services |
Sell
|
Hart Richard JonathanOff
|
88,792
|
$66.87
|
$5.9M
|
85,071
|
51.1% |
$2.6B
|
$68.34
|
-0.7%
|
-2.0%
|
+3.2%
|
+5.5%
|
-2.6%
|
|
OSIS
|
Technology |
Sell
|
CHOPRA DEEPAK
|
20,000
|
$281.84
|
$5.6M
|
253,044
|
7.3% |
$3.6B
|
$234.74
|
+2.4%
|
+0.3%
|
-4.3%
|
+0.5%
|
-1.9%
|
|
TXN
|
Technology |
Sell
|
Ilan HavivDir/Off
|
20,000
|
$280.32
|
$5.6M
|
204,339
|
8.9% |
$275.2B
|
$281.00
|
+3.0%
|
-1.5%
|
+0.9%
|
+3.5%
|
-0.9%
|
|
BYD
|
Consumer Cyclical |
Sell
|
JOHNSON MARIANNE BOYDDir/Off
|
62,914
|
$84.03
|
$5.3M
|
1,609,808
|
3.8% |
$6.6B
|
$84.07
|
+1.3%
|
+0.1%
|
+0.5%
|
-3.4%
|
-0.7%
|
|
CAT
|
Industrials |
Sell
|
Kaiser JasonOff
|
5,642
|
$883.03
|
$5.0M
|
9,594
|
37.0% |
$468.9B
|
$904.59
|
+2.4%
|
-3.3%
|
+0.2%
|
+3.3%
|
-1.6%
|
|
ETSY
|
Consumer Cyclical |
Sell
|
Silverman Josh
|
74,273
|
$64.11
|
$4.8M
|
144,771
|
33.9% |
$7.3B
|
$62.95
|
+3.2%
|
-1.5%
|
+0.6%
|
-7.0%
|
-3.9%
|