Fair Isaac Stock Forum

Sure, HFs actively trade around positions and what you see might not be completely relevant.
But it's a way to find interesting companies and ideas that you otherwise wouldn't have found.
A thread on this week's major HF 13-F filings ...
1/ Pershing Square Capital
Bill Ackman wasn't fairly active this quarter.
His only move:
• Adding 16.70% to Howard Hughes $The Howard Hughes (HHC.US)$
2/ Chuck Akre: Akre Capital Management
Akre's fund made a ton of moves this past quart...

$McDonald's (MCD.US)$ shares rose slightly on Friday, bringing shares of the fast-food giant to trade near all-time highs dating back to its 1965 initial public offering. $Eli Lilly and Co (LLY.US)$ shares also gained, hitting highs back to 1952.
Here are some of the other companies hitting new highs Friday:
$O'Reilly Automotive (ORLY.US)$ trading at all-time high levels back to its IPO in Apr, 1993
$Tractor Supply (TSCO.US)$ trading at all-time h...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after the previous market closed (gaps range from large to small):
Gap Ups
1. $Fair Isaac (FICO.US)$ - up 15.95%
2. $NICE Ltd (NICE.US)$ - up 15.35%
3. $BILL Holdings (BILL.US)$ - up 8.69%
4. $Datadog (DDOG.US)$ - up 7.05%
5. $Coupang (CPNG.US)$ - up 6.21%
6. $Match group (MTCH.US)$ - up 5.98%
7. $Zscaler (ZS.US)$ - up 5.97%
8. $ServiceNow (NOW.US)$ - up 5...

Gapping up
$Fair Isaac (FICO.US)$ +11.55% (Its quarterly earnings beat analyst estimates and revenue grew in both its credit score and software units. The company, known for FICO credit scores, also gave an upbeat full-year forecast.)
$ZipRecruiter (ZIP.US)$ +13.9% (The online jobs site operator posted better-than-expected quarterly results and raised its full-year forecast. ZipRecruiter also announced a $200 million increase in its sha...

Another data point that there is going to be a housing slowdown, provided by $Fair Isaac (FICO.US)$ .