The fourth-quarter 13F filings are out, and as usual, they reveal some significant changes to the holdings of many prominent funds, including Eminence Capital, Jana Partners, D1 Capital, and Baupost Group.
Of course, by scrutinizing the investment strategies of these Wall Street giants, we can uncover valuable insights into the current market trends, potential shifts in sentiment, and emerging opportunities or risks that investors should consider.
Eminence Capital's Tech and Consumer Focus
Ricky Sandler, who serves as the president of Eminence Capital, has made a concerted effort to grow into new positions within the consumer and technology sectors. Specifically,...
