June 1, 2012

What They're Buying

Though tending to sell more often than buy last quarter, SuperInvestors still found plenty of bargains, particularly in technology and insurance.

	Table:		Taking a Swing

	Table:		Biggest New Bets

What They're Selling

Cyclical (i.e. energy) and more-speculative (i.e. bank) stocks were well represented among those most actively sold by top investors in the first quarter.

	Table:		Off the Table

	Table:		Selling Out

What They Own

They have fixated on two stocks in particular – Apple and Google – but star investors also continued to cast their collective gaze broadly in the first quarter.

	Table:		With the Crowd

	Table:		Top Holdings

Stock Spotlight

While the market seems to question DirecTV's resiliency, SuperInvestors appear quite comfortable with the company’s competitive chops and capital-allocation skills.

Companies in this Issue

A – E

Abercrombie & Fitch, Aetna, Apple, AutoZone, CVS Caremark, Caesars Entertainment, Calpine, Canadian Natural Resources, Canadian Pacific Railway, Capital One, CareFusion, Cisco, Citigroup, Coca-Cola, Corning, Delphi Automotive, DirecTV, Dollar General, El Paso, Equinix, Express Scripts, eBay

F – J

Family Dollar Stores, Federal-Mogul, Fidelity National Information, Freeport-McMorAn, General Motors, Genworth Financial, Google, HCA Holdings, Hartford Financial, Hewlett-Packard, JPMorgan Chase

K – O

Liberty Global, Life Technologies, Lowe’s, MetLife, Microsoft, Mosaic, Motorola Solutions, NetApp, News Corp., Oracle

P – T

PepsiCo, Pioneer Natural Resources, Priceline.com, Qualcomm, Range Resources, SBA Communications, SPDR Gold Trust, Sara Lee, Sears, Shire, Skyworks Solutions, Suncor, Tenet Healthcare, TripAdvisor

U – Z

U.S. Bancorp, Union Pacific, VIaSat, Valeant Pharmaceuticals, Viacom, Visa, Williams, Willis Group, Wynn Resorts, Yahoo