Kindred Ideas
Recent stock pitches and investment ideas from kindred investors, unified view
Total Ideas
3
In-site
0
External
3
Kindred
3
X/Twitter
Terry Smith's Fundsmith Top Holding: Stryker (SYK)
Fundsmith holds a significant long position in Stryker, a high-quality global business with strong pricing power and high returns on capital. The investment is part of a concentrated portfolio of consumer and technology franchises, reflecting a long-term, quality-first investment framework.
Other
O'Reilly Automotive Inc Sees Significant Reduction in Akre Capital Management's Portfolio
Akre Capital Management reduced its position in O'Reilly Automotive Inc by 1,892,609 shares, a 21.98% decrease. The stock traded at an average price of $97.57 during the quarter.
X/Twitter
Increased stake in Transocean Ltd
Mohnish Pabrai increased his stake in Transocean Ltd by 10.63%, adding 2,597,801 shares. The total holding is now 27,040,133 shares, valued at $111,675,750, making it 27.78% of his portfolio.