# What value investors bought and sold in Q2 2013 | moatshark

In Q2 2013, 27 value investors filed 13Fs. The most popular buy was Visa, added to by 2 managers (1 buying for the first time), followed by Mgic…

## Most bought

| Company | Buyers | New positions | Bought |
| --- | --- | --- | --- |
| Visa (V) | 2 | 1 | $93.6m |
| Mastercard (MA) | 1 | 1 | $228m |
| Moody's (MCO) | 1 | 1 | $212m |
| Colfax (ENOV) | 1 | 1 | $203m |
| Directv | 1 | 1 | $201m |
| American Tower (AMT) | 1 | 1 | $140m |
| Markel (MKL) | 1 | 1 | $130m |
| Dollar Tree (DLTR) | 1 | 1 | $123m |
| Becton Dickinson & Co (BDX) | 1 | 1 | $109m |
| Ross Stores (ROST) | 1 | 1 | $106m |
| Automatic Data Processing (ADP) | 1 | 1 | $97.0m |
| O'Reilly Automotive (ORLY) | 1 | 1 | $92.3m |
| Td Ameritrade Holding (AMTD) | 1 | 1 | $76.7m |
| Enstar Group (ESGR) | 1 | 1 | $66.2m |
| LPL Financial Holdings (LPLA) | 1 | 1 | $64.2m |
| Hartford Financial Services Group (HIG) | 1 | 1 | $62.7m |
| Leucadia Nat'l | 1 | 1 | $52.4m |
| Live Nation Entertainment (LYV) | 1 | 1 | $50.4m |
| Nustar Energy (NS) | 1 | 1 | $47.9m |
| Verisk Analytics (VRSK) | 1 | 1 | $47.8m |
| Mgic Investment (MTG) | 1 | 0 | $45.5m |
| Berkshire Hathaway (BRK.B) | 1 | 1 | $43.8m |
| Apple (AAPL) | 1 | 1 | $36.1m |
| Monro (MNRO) | 1 | 1 | $24.0m |
| Choice Hotels International (CHH) | 1 | 0 | $15.9m |
| Waters (WAT) | 1 | 0 | $15.1m |
| Bank of America (BAC) | 1 | 1 | $14.1m |
| Factset Research Systems (FDS) | 1 | 1 | $13.3m |
| Dynegy | 1 | 0 | $13.0m |
| Sears Holdings (SHLD) | 1 | 1 | $12.6m |

## Most sold

| Company | Sellers | Sold out | Sold |
| --- | --- | --- | --- |
| Becton Dickinson & Co | 1 | 1 | $99.9m |
| Automatic Data Processing | 1 | 1 | $91.1m |
| Delphi Automotive | 1 | 0 | $44.4m |
| General Motors (GM) | 1 | 1 | $18.4m |
| Cit Group (CIT) | 1 | 1 | $17.7m |
| Pulse Electronics | 1 | 0 | $14.0m |
| Safeway | 1 | 0 | $13.2m |
| Sigma-Aldrich | 1 | 0 | $11.8m |
| First Citizens Bancshares (FCNCA) | 1 | 1 | $10.9m |
| Capital Bank Financial-Cl A | 1 | 1 | $10.6m |
| Qihoo 360 Technology | 1 | 1 | $7.7m |
| Caesars Entertainment (CZR) | 1 | 0 | $7.3m |
| United Microelectronics (UMC) | 1 | 1 | $5.0m |
| Melco Resorts and Entmnt (MLCO) | 1 | 1 | $4.9m |
| Genesee & Wyo (GWR) | 1 | 0 | $4.5m |
| Arcos Dorados Holdings (ARCO) | 1 | 1 | $4.1m |
| Cia Energetica de Minas Gerais (CIG) | 1 | 1 | $3.6m |
| EPR Properties (EPR) | 1 | 0 | $3.6m |
| Charter Communications (CHTR) | 1 | 0 | $2.8m |
| Furniture Brands International | 1 | 0 | $2.2m |
| United Technologies (UTXZ) | 1 | 0 | $1.5m |
| Goldcorp (18614USD) | 1 | 0 | $749k |
| Ternium (TX) | 1 | 1 | $610k |
| Southern Copper (SCCO) | 1 | 1 | $606k |

## Most widely held

| Company | Managers | Value held | Largest weight |
| --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | 12 | $7.6bn | 23.9% |
| Microsoft (MSFT) | 11 | $6.5bn | 20.5% |
| Visa (V) | 11 | $2.4bn | 7.6% |
| Johnson & Johnson (JNJ) | 11 | $1.2bn | 20.4% |
| Wal-Mart Stores (WMT) | 10 | $5.4bn | 4.0% |
| Exxon Mobil (EXMOC) | 10 | $3.4bn | 15.1% |
| Mastercard (MA) | 10 | $2.9bn | 10.3% |
| Wells Fargo & Company (WFC) | 9 | $27bn | 20.8% |
| International Business Machines (IBM) | 9 | $13bn | 14.2% |
| Procter & Gamble (PG) | 9 | $4.9bn | 7.0% |
| Alphabet (GOOG) | 9 | $4.9bn | 8.7% |
| Oracle (ORCL) | 9 | $3.2bn | 8.7% |
| General Electric (GE) | 9 | $2.2bn | 2.5% |
| Philip Morris International (PM) | 9 | $1.9bn | 9.3% |
| 3M Company (MMM) | 9 | $1.1bn | 6.4% |
| Coca-Cola (KO) | 8 | $17bn | 17.5% |
| American Express (AXP) | 8 | $15bn | 12.3% |
| BNY (BK) | 8 | $7.0bn | 6.2% |
| Comcast (CMCSA) | 8 | $4.5bn | 5.1% |
| US Bancorp (USB) | 8 | $3.6bn | 4.2% |
| Bank of America (BAC) | 8 | $2.8bn | 22.9% |
| Walt Disney (DIS) | 8 | $1.3bn | 17.4% |
| Pepsico (PEP) | 8 | $1.1bn | 19.8% |
| Automatic Data Processing (ADP) | 8 | $494m | 6.8% |
| Schlumberger (SLB) | 7 | $3.2bn | 3.6% |
| Goldman Sachs Group (GS) | 7 | $2.5bn | 5.1% |
| ConocoPhillips (COP) | 7 | $2.2bn | 4.5% |
| American International Group (AIG) | 7 | $1.9bn | 11.6% |
| Apple (AAPL) | 7 | $500m | 3.4% |
| Du Pont EI de Nemours & Co | 7 | $375m | 6.0% |
| Leucadia Nat'l | 7 | $105m | 4.5% |
| Charles Schwab (SCHW) | 6 | $2.8bn | 9.2% |
| Intel (INTC) | 6 | $2.6bn | 4.1% |
| Merck & Co. (MRK) | 6 | $2.5bn | 3.8% |
| JPMorgan Chase (JPM) | 6 | $2.4bn | 2.8% |
| Mondelez International (MDLZ) | 6 | $2.4bn | 23.0% |
| National Oilwell Varco (NOV) | 6 | $2.0bn | 3.0% |
| Costco Wholesale (COST) | 6 | $2.0bn | 3.6% |
| Chevron (CVX) | 6 | $1.5bn | 1.7% |
| Washington Post - | 6 | $1.1bn | 1.3% |

Source: SEC filings, via moatshark (https://www.moatshark.com/q/2013-q2). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.