StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2026-10-17
Judgments on holdings that ultimately split into a 19% decline and a 140% gain — the record of a sell and a hold that Oakmark made public. On September 30, 2026, Harris | Oakmark, the manager of the Oakmark Internationa…
Updated 2026-10-03
Two investors are telling very different stories about SpaceX. Ron Baron's fund emphasizes the growth potential of a company it has held for years. David Einhorn's Greenlight, meanwhile, looks at the price set at the IP…
Updated 2026-09-27
On August 14, 2026, Berkshire Hathaway filed its Q2 13F with the SEC. It is the second quarterly report since Warren Buffett handed the CEO seat to Greg Abel, and this time it includes one number that is hard to pass ov…
Updated 2026-09-19
A Look at George Soros's AI Investment Views Through the Soros Fund 13F The 13F filings that institutional investors submit to the U.S. Securities and Exchange Commission (SEC) to report their quarterly stock holdings r…
Updated 2026-08-27
CDW Corporation made its first appearance in Duquesne Family Office's Q2 2026 13F, filed on August 14, 2026, with a reporting date of June 30, 2026. The filing recorded 743,950 shares of common stock valued at $104.6 mi…
Updated 2026-08-24
August 2026: Berkshire Hathaway's latest 13F filing with the SEC confirms a striking change. Having first taken a position in Alphabet (Google's parent company) in the third quarter of 2025, Berkshire grew its stake to…
