$Estee Lauder(EL)$ is scheduled to release its fiscal Q4 2025 earnings before the market opens on August 20, 2025. Estée Lauder (EL), which is down over 80% from its peak of $350 to $69, is showing signs of a potential turnaround. Based on he 13F filing, we can see that despite its decline, it is the only remaining stock in Michael Burry’s 13F portfolio, and recent activity such as sizable January 2027 $110 call purchases and insider buying near current levels, these suggests renewed investor confidence. Overall Revenue : Analysts are expecting a decline in both the top and bottom lines for Q4. The Zacks consensus estimate for revenue is approximately $3.4 billion, representing a drop of over 12% year-over-year. Overall Earnings Per Share (EPS) : Th

​Berkshire Hathaway's 13F filing for the second quarter of 2025 has been released, revealing significant changes to Warren Buffett's and his team's stock portfolio. The filing provides a snapshot of the firm's equity holdings as of June 30, 2025. ​Key Buys and New Positions ​✅️ UnitedHealth Group (UNH) The most notable and surprising new position is a significant stake in UnitedHealth Group. This investment, worth about $1.6 billion, was accumulated under a request for confidential treatment from the SEC to avoid a price spike. The purchase is particularly interesting given that UnitedHealth has faced a Justice Department probe and other challenges. I do have stakes in UNH as well. ✅️ ​Chevron (CVX) Berkshire added to its position in C

Major institutions have been submitting their 13F filings to the SEC, revealing their U.S. stock holdings and shifts in positions for the second quarter. These filings offer a glimpse into what some of the world’s most successful investors are doing. Highlights From the Latest 13F Filings Warren Buffett / Berkshire Hathaway: Buffett took a $1.57 billion position in a healthcare giant, while continuing to trim his Apple holdings. The move underscores his cautious optimism in healthcare, even as he steadily reduces exposure to a tech behemoth he has long championed. Hillhouse Capital: Hillhouse maintained heavy positions in Chinese concept stocks, signaling continued confidence in the long-term potential of the region despite regulatory and geopolitical uncertainties. Goldman Sachs: The bank

13F Filing Secrets 📊 — What Buffett, BlackRock & Goldman Are Really Buying Every quarter, U.S. institutions with $100M+ in assets pull back the curtain on their portfolios through 13F filings. These snapshots reveal billions in moves — but with a three-month lag. Still, they’re a goldmine for spotting trends and gauging where “smart money” is leaning. This quarter’s filings show healthcare bets, selective tech rotation, and a mixed stance on China. Here’s the breakdown 👇 --- Big Headlines from Q2 2025 Buffett’s Berkshire Hathaway: Dropped $1.57B into UnitedHealth ($UnitedHealth(UNH)$  ) at ~$314/share, trimmed Apple for the second straight quarter. Hillhouse Capital: Added to Alibaba