QUARTERLY 13-F FILINGS: Berkshire buys CVX and cuts AMZN; Pershing square exits CMG

Appaloosa New Buy: Ball Corporation (BALL). Raised: Micron (MU), Alphabet (GOOG), Meta (META), American Air (AAL), Owens Corning (OC). Cut: Alibaba (BABA), Whirlpool (WHR), JD.com (JD), Vistra (VST) Exited: Fiserv (FISV), Truist Financial (TFC), Caesars Entertainment (CZR), KeyCorp (KEY), Citizens Financial (CFG). Top Holdings: Alibaba (BABA), Alphabet (GOOGL), Amazon (AMZN), Micron (MU), Meta (META). Berkshire Hathaway New: New York Times (NYT). Raised: Chubb (CB), Chevron (CVX), Domino's Pizza (DPZ), Lamar (LAMR). Cut: Amazon (AMZN), Bank of America (BAC), DaVita (DVA), Pool Corp (POOL),  Aon PLC (AON). Exited: N/A. Top:  Apple (AAPL), American Express (AXP), Bank of America (BAC), Coca-Cola (KO), Chevron (CVX). Icahn Capital New: N/A. Raised: Centuri Holdings (CTRI), Monro (MNRO), SandRidge Energy (SD), Icahn Enterprises (IEP) Cut: International Flavors (IFF), EchoStar (SATS). Exited: N/A. Top: Icahn Enterprises (IEP), CVR Energy (CVI), Southwest Gas (SWX), CVR Partners (UAN), EchoStar (SATS) Jana Partners New: Fiserv (FISV). Raised: Cooper Companies (COO), Alkami Technology (ALKT), Rapid7 (RPD), Six Flags (FUN). Cut: Markel Group (MKL), Mercury Systems (MRCY), Freshpet (FRPT), Enhabit (EHAB). Exited: Trimble (TRMB). Top: Mercury Systems (MRCY), Cooper Companies (COO), Lamb Weston (LW), Markel Group (MKL). Lone Pine Capital New: ASML (ASML), DoorDash (DASH), Carpenter Technology (CRS), Tenet (THC), Clean Harbors (CLH) Raised: KKR (KKR), Nubank (NU), Broadcom (AVGO), Carvana (CVNA), Vulcan Materials (VMC). Cut: Philip Morris (PM), AppLovin (APP), Booking (BKNG), Amazon (AMZN), LPL Financial (LPLA). Exited: Meta (META), Starbucks (SBUX), EQT Corp (EQT), Flutter (FLUT), Sea Ltd (SE) Top: TSMC (TSM), Vistra (VST), Carvana (CVNA), LPL Financial (LPLA), Brookfield (BAM). Paulson & Co. New: Solstice Advanced Materials (SOLS). Raised: Bausch Health (BHC), Thryv (THRY). Cut: Madrigal Pharma (MDGL). Exited: Honeywell (HON), Trilogy Metals (TMQ). Top: Madrigal (MDGL), Perpetua Resources (PPTA), Bausch Health (BHC), Acadian Asset Management (AAMI), Novagold Resources (NG). Pershing Square New: Meta Platforms (META). Raised: Amazon (AMZN). Cut: Alphabet Class A (GOOGL), Uber (UBER), Brookfield (BAM), Hilton Worldwide (HLT), Restaurant Brands (QSR). Exited: Chipotle (CMG). Top: Brookfield (BAM), Uber (UBER), Amazon (AMZN), Alphabet Class C (GOOG), Meta (META). Point72 New: Akamai (AKAM), Visa (V), Micron (MU), Lululemon (LULU), Paylocity (PCTY). Raised: TSMC (TSM), Amazon (AMZN), Nvidia (NVDA), Equinix (EQIX), Broadcom (AVGO). Cut: Meta (META), Airbnb (ABNB), Microsoft (MSFT), T-Mobile (TMUS), S&P Global (SPGI). Exited: Confluent (CFLT), HP Enterprise (HPE), Walmart (WMT), TransUnion (TRU), Church & Dwight (CHD). Top: Nvidia (NVDA), TSMC (TSM), Amazon (AMZN), Microsoft (MSFT), Arista Networks (ANET). Starboard Value New: Clearwater Analytics (CWAN), Fluor (FLR) Raised: Kenvue (KVUE), Riot Platforms (RIOT), TripAdvisor (TRIP), Match Group (MTCH). Cut: Autodesk (ADSK), News Corp. (NWSA), Gen Digital (GEN), Healthcare Realty Trust (HR), Salesforce (CRM). Exited: Alight (ALIT) Top: Qorvo (QRVO), Kenvue (KVUE), Algonquin Power (AQN), Bill (BILL), Match Group (MTCH). Third Point New: Progressive (PGR), Chipotle (CMG), ARS Pharmaceutical (SPRY) Raised: NVIDIA (NVDA), Constellation Energy (CEG) Cut: Microsoft (MSFT), Capital One Financial (COF), Kenvue (KVUE), PG&E (PCG) Exited: N/A Top: N/A Trian Fund Management New: N/A Raised: General Electric Aerospace (GE), GE Healthcare (GEHC), Wendy's (WEN) Cut: Invesco (IVZ), Solventum (SOLV). Exited: N/A Top: Janus Henderson (JHG), General Electric Aerospace, Solventum, Wendy's, Ferguson (FERG).