APPLIED MATERIALS INC

AMAT stock holders 13F

7 superinvestors reported owning AMAT (Common Stock) according to the gurus' 2022 Q3 reports.

Top 5 gurus who own (AMAT) APPLIED MATERIALS INC

The top 5 super investors (holders) owning AMAT (by the percentage (%) of portfolio) are Paul Lountzis - Lountzis Asset Management (6.38%), John Armitage - Egerton Capital (3.73%), C.T. Fitzpatrick - Vulcan Value Partners (3.69%), Christopher Davis - Clipper Fund (2.90%) and William Von Mueffling - Cantillon Capital Management (2.58%) as of their 2022 Q3 reports.

To check the latest activities of the top AMAT shareholders between value investors, please click on the "Activity" tab.

To see the historical data of AMAT's holders please click on the "2022 Q3" dropdown menu and select the date.

# of holders: 7
Period: 2022 Q3
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
C.T. Fitzpatrick
Vulcan Value Partners
3.69%
3,844,676
$81.93
$314,994,000
-5.78% (-235,704)
-0.23%
Christopher Davis
Clipper Fund
2.90%
287,220
$81.93
$23,531,934
-3.40% (-10,100)
-0.10%
Harry Burn
Sound Shore Management
2.06%
622,573
$81.93
$51,007,000
-16.81% (-125,759)
-0.42%
Jim Cullen
Cullen Value Fund
1.48%
3,760
$81.93
$308,056
buy
+1.48%
John Armitage
Egerton Capital
3.73%
5,863,402
$81.93
$480,389,000
+19.49% (+956,360)
+0.61%
Paul Lountzis
Lountzis Asset Management
6.38%
114,677
$81.93
$9,395,000
-0.64% (-737)
-0.04%
William Von Mueffling
Cantillon Capital Management
2.58%
3,470,583
$81.93
$284,345,000
-0.89% (-31,175)
-0.02%
Current price: $199.89 143.98% AVG reported hold price*: $81.93

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Chris Hohn
TCI Fund Management
1,897,488
-0.60%
Parnassus Investments
Parnassus Endeavor Fund
244,608
-0.54%
Robert Torray
Torray Fund
84,166
-2.69%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.