13F Insights: Buffett, Burry Buy Up Financials; Ackman Targets Discretionaries

,Domestic foreign exchange platforms and slowing .

Source: InvestingPro, Top Ideas Screen

:

), 850,000 shares in New York Community Bancorp (NYSE:), and 125,000 shares of Western Alliance Bancorporation (NYSE:) during Q1 this year.

) and Zoom Video Communications (NASDAQ:).

Source: InvestingPro, Investor Overview Screen

), showing that the increased exposure to the banking sector is not only limited to smaller, regional banks.

) and Alibaba Group Holdings (NYSE:).

Source: InvestingPro, Investor Overview Screen

Buffett Doubles Down on Big Banks, Sells Car Companies

) (NYSE:) acquired nearly 10 million shares of Capital One (NYSE:) stock and increased its stake in Bank of America (NYSE:) and Citigroup (NYSE:). On the other hand, the fund decided to completely exit its long-held positions in U.S. Bancorp (NYSE:) and at Bank of New York Mellon (NYSE:).

) shares, despite dwindling and meager from the Houston-based energy behemoth.

), Diageo (NYSE:), and Markel (NYSE:). Here's the full list of Buffett's biggest acquisitions in the quarter, found on InvestingPro:

) during the quarter, dropping his holdings from 52.7 million shares at the start of the year to 49.4 million shares as of May the 15th. ) and almost dropping his entire stake in Chinese EV maker BYD (OTC:) (HK:) — which was reported separately on the Hong Kong Exchange.

) due to the geopolitical risks incoming from growing tensions between Taiwan and China.

) still accounting for the greatest chunk of the mixture.

.

), which now makes up a substantial 19.64% of Pershing Square Holdings’ portfolio. Despite a slight decrease in shares held by about 3%, the firm retained over ten million shares worth approximately $2 billion by quarter-end.

) now comes in second place, accounting for an also impressive 17.21% of Pershing Square’s investment pool. Ackman also raised his stake in Restaurant Brands International (NYSE:) – the parent company of Burger King, Tim Hortons, and Popeyes.

) and Canadian Pacific Kansas City Limited (NYSE:), which now constitute 12.82% and 11.48% of Pershing Squares’ portfolio, respectively.

) (NASDAQ:) stock. With more than ten million combined shares across both classes, this investment now accounts for over 10% of Pershing Square Holdings’ total assets under management.

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