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巴菲特亲自推荐,传奇价值基金:红杉基金 2026最新持仓分布 共持有33只证券 重仓股 劳斯莱斯: $RYCEF 10.79% Alphabet A 类股: $GOOGL 8.78% Liberty Media C 类股: $FWONK 7.18%、 Eurofins Scientific : $ERFSF 6.52% 环球音乐集团 : $UMGNF 6.15% 新增股 SUNBELT RENTALS HOLDINGS INC: $SUNB ZOETIS INC: $ZTS BIO-TECHNE CORP: $TECH 增持股 $SAP 增持434.83% $UMGNF 增持19.6% 减持股 $LBRDK 减持11.43% $TSM 减持18.38% $RYCEF 减持23.04% $AMTM 减持24.32% $META 减持25.38% $CACC 减持65.37% $LBRDA 减持80.70% 完全清仓 ASHTEAD GROUP PLC : $ASHTF 作为巴菲特亲自推荐的传奇基金,红杉基金的每一次调整都值得我们认真研究 #美股 #WarrenBuffett #价值投资
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Thomas Russo initiating a 5% position in Sunbelt Rentals $SUNB and also buying Eurofins $ERFSF 👇🏻 Reducing $GOOG exposure a little.
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$APP On November 20, 2024, Muddy Waters Research put out a short report on $ELF. Its been almost a year now - The stock was $119 and is now $145. On June 24, 2024, they put out a short report on $ERFSF. The stock was at $56, and now is at $73. On Jan 15, 2025, they put out a short report on $FTAI. The stock was $116, and is now $170. On March 27, 2025 they shorted $APP. The stock was $261, and is now $629. Why should we listen to them?
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Some Terminations that caught my attention today. Additional details in my feed, and summaries archived in my highlights. #Layoff #Layoffs #Furlough #Redundancy #WarnNotice Warn Notice Notices Intel $INTC, staff cuts in progress, Global Sodexo $SW.PA, 71 staff cut, Arizona Americold Logistics, 110 staff cut, Georgia Pourlessoins, 8 staff cut, Georgia Hyatt $H, 102 staff cut, Georgia Lennox, 62 staff cut, Iowa WMBE Payrolling Inc. dba TCWGlobal, 30 staff cut, Maryland Zenimax Media, Inc., 164 staff cut, Maryland Eurofins Lancaster Laboratories Professional Scientific Services, LLC $ERFSF, 25 staff cut, Maryland The Broad Institute, 75 staff cut, Massachusetts Boston University, 120 staff cut, Massachusetts Hollister, 7 staff cut, Missouri ImageFIRST Healthcare Laundry Specialists, LLC, 92 staff cut, Missouri FedEx $FDX, 102 staff cut, Nebraska Hyatt $H, 286 staff cut, Nebraska Mau Workforce Solutions, 74 staff cut, Utah Nayax $NYAX, 70 staff cut, Israel 🇮🇱 Newmont $NEM, 10 - 15% staff cut, Suriname 🇸🇷 Vietnam Government, 100,000 positions being cut, Vietnam 🇻🇳
Some Terminations that caught my attention today. Additional details in my feed, and summaries archived in my highlights. #Layoff #Layoffs #Furlough #Redundancy #WarnNotice Warn Notice Notices Young's Market Company, Republic National Distributing Company, 1,756 staff cut, California Santa Fe Springs Swap Meet, 109 staff cut, California Pocino Foods Company, 124 staff cut, California Ford Design Studio, 263 staff cut, California Sharp Healthcare, 394 staff cut, California Coastal Trading Ventures, 74 staff cut, California Gulf Coast Optometry, 116 staff cut, Florida Pourlessoins, 8 staff cut, Georgia Lennox Industries $LII, 62 staff cut, Iowa FedEx $FDX, 84 staff cut, Iowa United States Cellular Corp $USM, 30 staff cut, Iowa Community Crisis Services, 49 staff cut, Iowa JP Morgan Chase $JPM, 88 staff cut, New Jersey Plug Power $Plug, 276 staff cut, New York Cherokee Nation Management & Consulting, 100’s of staff cut, New York Rogue Valley Transportation District, 82 staff cut, Oregon BlueCross BlueShield of Tennessee, 150 staff cut, Tennessee IBM $IBM, 59 staff cut, Texas FedEx $FDX, 131 staff cut, Texas Santa Maria Hostel, 41 staff cut, Texas Memorial Herman Health System Skilled Nursing Facility, 83 staff cut, Texas TT Electronics $TTGPF, 75 staff cut, Texas Ghent Government, 400 staff cut, Belgium 🇧🇪 Andrew Paul Furniture, 178 staff cut, UK 🇬🇧 Prohire #Trucking, 80 staff cut, UK 🇬🇧 Roberts Bakery, up to 250 staff cut, UK 🇬🇧
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🧙 Guru Portfolio de la semana: Ruane Cunniff - Sequoia Fund (al 31/03/2025) ¡Te dejo sus 10 posiciones principales! 👇 $RYCEF – Rolls Royce Holdings: 12.26% $CNSWF – Constellation Software: 7.96% $FWONK – Liberty Media (F1): 7.47% $SCHW – Charles Schwab: 6.00% $UMGNF – Universal Music Group: 5.94% $ELV – Elevance Health: 5.51% $GOOGL – Alphabet: 5.41% $ICE – Intercontinental Exchange: 5.31% $UNH – UnitedHealth Group: 5.03% $ERFSF – Eurofins Scientific: 4.71% 🧠 Este gestor es conocido por su estilo fundamentalista a largo plazo, apostando por empresas con ventajas competitivas duraderas, liderazgo en sus industrias y sólida generación de caja. El Sequoia Fund fue fundado en 1970 y es considerado uno de los fondos "old school" más respetados del value investing. 📌 Guardá este post y revisá en qué invierten los grandes CADA SEMANA. 💬 ¿Cuál te llama la atención? ¿Tenés alguna en cartera? 📈 #GuruPortfolio #Inversión #Acciones #Stocks
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Steven Romick - FPA Crescent Fund Posiciones en cartera a 30 de Septiembre de 2024 Bought: $PDRDY $SATS $FBIN $TKAYF $MTAL Added to: $HKHHF $ERFSF $NTDOF $JDEPY
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Steven Romick - FPA Crescent Fund Posiciones en cartera 30 de Junio de 2024 Bought: $MTN $BIO $ERFSF $RTO Added to: $VYX $JDEPF $NEXOF
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💰 UPCOMING DIVIDEND PAYMENTS 🗓 July 05, 2024 $MAU.PA $MLHPE.PA $XDTE $OVM $CEN.PA $MDOUF $JBOG.PA $MDM.PA $ERF.PA $ALHF.PA $CFN.LS $GRUPF $OVL $OVS $AAA.PA $QDTE $FNAC.PA $CROS.PA $ERFSF $RBO.PA 💸 Will you receive dividends tomorrow? (1/24)
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10/ $ERFSF - Eurofins Scientific % of portfolio: 4.94% A French group of laboratories that provides testing & support services to the pharmaceutical, food, environment, agriscience and consumer products industries. P/E: 24.4 P/B: 2.1 Debt/Equity: 0.7 ROIC: 7.7% GM: 66.8%
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$ERFSF $IKTSF - Introduction To The Testing, Inspection, And Certification (TIC) Market. seekingalpha.com/article/459… #finance #markets #stocks

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$ERFSF - Eurofins Scientific SE (ERFSF) Q4 2022 Earnings Call Transcript. seekingalpha.com/article/458… #business #stocks #stockmarket

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🔎 Trending Stocks : $ERFSF Eurofins Scientific SE #TrendingStocks February 20, 2023 09:00:00 am dlvr.it/SkFTRF

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$ERFSF $ERRFY - Eurofins Scientific: Short Term Pain, But Keep Your Eyes On The Long-Term Potential. seekingalpha.com/article/458… #business #stockmarket #markets

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"We like to buy beach balls being pushed underwater with the water level rising." - Don Yacktman Some businesses where the fundamentals are strong with good industry backdrops but being pushed underwater by investor sentiment: $KKR $BN $GPN $PYPL $SSNC $ERFSF $TSM $CI
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Ruane, Cunniff & Goldfarb - Sequoia Fund Posiciones en cartera a 31 de Diciembre de 2022 Added to: $ERFSF
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