2Q 13-F FILINGS
* Berkshire Hathaway Took Stakes in NOV, PSX
* Exited Stake in INTC
* Cuts Stakes in KFT, GE, V, IR, DG, CVS, JNJ, PG, UPS
* Boosted Stakes in IBM, BK, LMCA, WFC, DVA
* THIRD POINT LLC Took Stakes in UNH, NWSA, COG, PXP, CCE
* Exited Stakes in GOOG, MRVL, FDO, CSCO, ANF
* Boosted Stakes in AAPL, LBTYA, THOR, BIOF
* Cut Stakes in DLPH, HSH, UTX, COF, WFT
* FAIRHOLME CAPITAL MANAGEMENT Exited Stakes in MCY, RF
* Cut Stakes in CIT, BRK/A, BAC, LUK, CIT, JOE
* Boosted Stakes in JEF, SHLD
* APPALOOSA Boosted Stakes in LCC, UAL, DAL, GM, GT
* Cut Stakes in QQQ, AAPL, HIG, BAC, NUAN
* Took Stakes in WHR, MGM, LRCX, CE, JBLU
* Exited Stakes in CVI, XLF, SPY
* PERSHING SQUARE CAPITAL Took Stake in PG
* Exited Stakes in KFT, FBHS, FDO
* TRIAN FUND MANAGEMENT LP Exited Stakes in DPZ, USO
* Boosted Stakes in IR, FDO
* Cut Stakes in TIF, KFT
* LONE PINE CAPITAL Exited Stakes in LVS, GMCR, FOSL, LMCA,
CTRP
* Took Stakes in EBAY, NWSA, LBTYA, DVA, HCA
* Cut Stakes in DG, TDC, V, ST, GRA
* Boosted Stakes in KMI, DIS, GPS, TSCO, ULTA
* BP Capital Management Boosted Stake in VLO
* Cut Stakes in ECA, NOV, SD, WFT, DVN
* Took Stakes in PXD, MMR, SWN, EOG, KWK
* Exited Stakes in BP, CHK, SU, GLNG, EXC
* HIGHFIELDS CAPITAL Boosted Stakes in IRM, CRI, CNQ, APC
* Cut Stakes in TGT, JPM, BLK, TWC
* Took Stakes in IR, STX, GOOG, KFT
* Exited Stakes in CVS, WFC, BEN, MCK
* GREENLIGHT CAPITAL Took Stakes in CI, CVH, UNH, HUM, WLP
* Exited Stakes in DELL, HCA, CA, GDXJ, RIMM
* Boosted Stakes in STX, XRX, S, ABX, CSC
* Cut Stakes in BBY, CFN, GDX, DLPH, CPWR
* RBS Partners Boosted Stakes in SFI, GNW
* Cut Stakes in AZO, OSH, STX, COF, GPS
* Took Stake in AVP
* SOROS FUND MANAGEMENT Took Stakes in WMT, NTAP, EQT, DIS,
CLX
* Exited Stakes in CVI, IOC, HSH, CVX, XLP
* Boosted Stakes in GE, GLD, SFLY, CHTR, DISH
* Cut Stakes in M, MSI, STI, CMVT, XYL
* PAULSON & CO Exited Stakes in APC, STI, FDO, URI
* Took Stakes in EQIX, JPM, CBE, CVC, NCQ
* Cut Stakes in DLPH, HIG, COF, BAX, XL
* Boosted Stakes in GLD, HCA, QSFT, HSH, GET
* ICAHN ASSOCIATES Cut Stakes in IEP, CMC
* RELATIONAL INVESTORS LLC Exited CAT, AMAT, BAX, CRI
* Cut OXY, WU, UNM, ZMH, MET
* Boosted ITW, HPQ, FLS, ESL, HAR
* GATES FOUNDATION Boosted Stakes in WMT, CX
* Cut Stake in BRK/B
* Took Stake in TM
* JAT CAPITAL Exited Stakes in TPX, BIDU, RL, NFLX, PCLN
* Took Stakes in AAPL, EXPE, AKAM, WYN, CRM
* Cut Stakes in STX, URI, EQIX, FTNT, IPGP
* Boosted Stakes in CBS, EBAY, LNKD, P, GRPN