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

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.

Takeaways 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.

Here’s a rundown of how the smart money was playing some of the most popular stocks last quarter.

Related Link: The Case For A Stock Market Bubble: 'Speculation Pervading Society'

David Einhorn’s Greenlight Capital

Notable Q2 Buys/Increases:

Notable Q2 Sells/Reductions:

  • ADT Inc (NYSE:ADT)
  • APi Group Corp (NYSE:APG)
  • CNX Resources Corp (NYSE:CNX)

David Tepper’s Appaloosa Management

Notable Q2 Buys/Increases:

  • Uber Technologies Inc (NYSE:UBER)

Notable Q2 Sells/Reductions:

Leon Cooperman’s Omega Advisors

Notable Q2 Buys/Increases:

Notable Q2 Sells/Reductions:

  • Ferro Corporation (NYSE:FOE)
  • Comcast Corporation (NASDAQ:CMCSA)

Barry Rosenstein’s Jana Partners

Notable Q2 Buys/Increases:

Notable Q2 Sells/Reductions:

  • Conagra Brands Inc (NYSE:CAG)
  • TreeHouse Foods Inc. (NYSE:THS)
  • Laboratory Corp. of America Holdings (NYSE:LH)

Jeff Smith’s Starboard Value

Notable Q2 Buys/Increases:

Notable Q2 Sells/Reductions:

Warren Buffett’s Berkshire Hathaway

Notable Q2 Buys/Increases:

George Soros’ Soros Fund Management

Notable Q2 Buys/Increases:

Notable Q2 Sells/Reductions:

Carl Icahn’s Icahn Capital

Notable Q2 Buys/Increases:

Bill Ackman’s Pershing Square Capital

Notable Q2 Buys/Increases:

  • Domino's Pizza, Inc. (NYSE:DPZ)

Notable Q2 Sells/Reductions:

Seth Klarman’s Baupost Group

Notable Q2 Buys/Increases:

  • Shaw Communications Inc (NYSE:SJR)
  • Micron Technology, Inc. (NASDAQ:MU)
  • Facebook, Inc. (NASDAQ:FB)

Notable Q2 Sells/Reductions:

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