Sector: consumermedia
Conviction from: NASDAQS&PCitrini
Warner Bros. Discovery is a media and entertainment company that produces film and television, operates cable networks, and runs the Max (HBO) streaming service.
6 tracked filer(s) hold this · 1 opened, 3 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 54 — mean of 6 scored holder(s) · buyers (new/add) avg 50. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| TOMS Capital Investment Management LP (auto-surfaced) | 69 | New buy | 3,900,000 | $107,094,000 | 2.8% |
| Ancora | 42 | Added +37605% | 1,768,357 | $48,559,084 | 1.0% |
| George Soros / Soros Fund Mgmt | 31 | Added +628% | 1,092,610 | $30,003,071 | 0.3% |
| Louis Bacon / Moore | 56 | Added +100% | 280,000 | $7,688,800 | 0.2% |
| Bill Nygren / Oakmark (Harris Associates) | 68 | Trimmed -58% | 32,874,039 | $902,721,111 | 1.2% |
| Bridgewater | 55 | Trimmed -97% | 10,948 | $300,632 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
7 disclosed trade(s) by 4 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-03-27 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | August Lee Pfluger II TX11 | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | Gilbert Cisneros CA31 | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
| 2025-12-08 | Julia Letlow LA05 | SELL | $1,001 - $15,000 | PTR |
| 2025-07-25 | Julia Letlow LA05 | SELL | $1,001 - $15,000 | PTR |
| 2024-11-01 | Julia Letlow LA05 | BUY | $1,001 - $15,000 | PTR |
5 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |