IAC Inc Stock Discussion

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $Azenta(AZTA.US)$ - up 14.9%
2. $Toast(TOST.US)$ - up 12.1%
3. $Celsius Holdings(CELH.US)$ - up 9.6%
4. $Axon Enterprise(AXON.US)$ - up 9.2%
5. $Marqeta(MQ.US)$ - up 7.6%
6. $Akamai(AKAM.US)$ - up 6.1%
7. $Coupang(CPNG.US)$ - up 5.8%
8. $Penn Entertainment(PENN.US)$ - up 5.3%
9...

Davis Selected Advisers 13F portfolio value increased from $14.71B to $15.13B this quarter.
They increased Amazon and JD.com while reducing Quest Diagnostics.
The top three positions are Meta Platforms, Berkshire Hathaway, and Wells Fargo, and they add up to ~25% of the portfolio.
Stake Increases:
$Alphabet-C(GOOG.US)$ $Alphabet-A(GOOGL.US)$
$Amazon(AMZN.US)$
$Viatris(VTRS.US)$
$Teck Resources(TECK.US)$ $JD.com(JD.US)$ $Coupang(CPNG.US)$ $Hollysys Automation Technologies(HOLI.US)$ $IAC Inc(IAC.US)$ : These s...

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...