L3VLUP
ProSign in

Letters and positions

23 letters by 10 managers whose 13F filings are tracked, naming 21 listed companies. Beside each company, the manager’s reported position in the quarter ending on or before the letter and in the quarter after it.

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Manager
AllBerkshire Hathaway IncElliott Investment Management LPGAMCO Investors IncJana PartnersMarkel Group IncPershing Square Capital Management LPSachem Head Capital Management LPStarboard Value LPThird Point LLCTrian Fund Management LP
Role
AllSubject of the letterMentionedThe writer’s own company

Sachem Head Capital Management LP

  • Sachem Head's April 2022 letter to US Foods stockholders26 Apr 2022 · Activist letter

    • SYY Sysco Corporation · Mentioned

      Before the letter
      31 Mar 2022 (Q1 2022 13F): not among Sachem Head Capital Management LP’s listed positions. A holding below the listed range, under another security, or none at all would read the same.
      After the letter
      30 Jun 2022 (Q2 2022 13F): not among Sachem Head Capital Management LP’s listed positions. A holding below the listed range, under another security, or none at all would read the same.

Starboard Value LP

Berkshire Hathaway Inc

  • Berkshire Hathaway's 2008 letter to shareholders27 Feb 2009 · Shareholder letter

    • COP ConocoPhillips · Mentioned

      Before the letter
      31 Dec 2008 (Q4 2008 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
      After the letter
      31 Mar 2009 (Q1 2009 13F): no Berkshire Hathaway Inc filing for this quarter is on file.

    • GS Goldman Sachs · Mentioned

      Before the letter
      31 Dec 2008 (Q4 2008 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
      After the letter
      31 Mar 2009 (Q1 2009 13F): no Berkshire Hathaway Inc filing for this quarter is on file.

    • GE General Electric · Mentioned

      Before the letter
      31 Dec 2008 (Q4 2008 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
      After the letter
      31 Mar 2009 (Q1 2009 13F): no Berkshire Hathaway Inc filing for this quarter is on file.

How to read this

A letter appears here only when its record names the company. The before figure is the manager’s 13F at the last quarter end on or before the letter’s date; the after figure is the next quarter end. A 13F shows the long US-listed equity book at a quarter end, filed up to 45 days later, and large books are listed to their largest positions. A company that is not among a manager’s listed positions may still be held below that range, through another security, or not at all: the filing cannot say which.

Every letter in the catalogue →Back to the 13F Explorer →