September 3, 2015

What They're Buying

If stocks in evolving pharmaceutical, media and health-insurance sectors that attracted star-investor buying interest last quarter were bargains then, they're likely more so now.

	Table:		Change for the Better?

	Table:		Biggest New Bets

What They're Selling

SuperInvestors have been selling down long-held positions like eBay and HCA, as well as more recent favorites like U.S. airlines Delta and United Continental.

	Table:		Slow Goodbyes

	Table:		Selling Out

What They Own

Top investors appear to be standing firm even though the share-price news for a number of their widely-held stocks, like Cheniere Energy and General Motors, hasn't been so great.

	Table:		Focused Attention

	Table:		Small is Beautiful

Stock Spotlight

It's hardly the biggest or best-known railroad, but Kansas City Southern drew considerable SuperInvestor interest last quarter.

Companies in this Issue

A – E

21st Century Fox, AerCap Holdings, Aetna, Allegion, Allergan, Amazon.com, American Express, American International Group, Apple, Avis Budget, Axalta Coating Systems, Axiall, Baidu, Bank of New York Mellon, Baxter, Broadcom, Brookfield Asset Management, Charter Communications, Cheniere Energy, Citizens Financial, ConAgra Foods, Crown Castle, Danaher, Delta Air Lines, Dollar General, Dril-Quip, Endo International, eBay

F – J

FleetCor Technologies, General Motors, Google, HCA Holdings, HD Supply, Halliburton, Hertz, InterXion

K – O

Kansas City Southern, Keysight Technologies, Kinder Morgan, Laboratory Corporation of America, Liberty Global, MGIC Investment, Macy’s, Manitowoc, McKesson, Microsoft, Mondelez, Mylan, Netflix, Oil States International

P – T

Pentair, Perrigo, Platform Specialty Products, Popular, Precision Castparts, Priceline, Realogy, Starwood Hotels & Resorts, SunEdison, Supervalu, Time Warner, TransDigm

U – Z

United Continental, Valeant Pharmaceuticals, Vereit, Williams