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Cisco Beefs Up Cybersecurity Software Offering With Splunk

The companies entered a $28 billion acquisition deal

Parnassus value equity fundBridgewater associatesCaxton associatesJefferies groupJim simonsRenaissance technologiesYacktman asset managementRay dalioBaillie giffordJerome dodsonJoel greenblattKen fisherLouis moore baconPlunk president and ceo gay steele

Seth Klarman Buys Amazon, Curbs 2 Top Holdings In 2nd Quarter

In his second-quarter portfolio, the Baupost leader revealed a new position in Amazon, changes to several holdings and an exit from Garrett Motion preferred stock.

United statesMountain viewBaillie giffordPaul tudor jonesBill ackmanSeth klarmanHoward marksAl goreSteven cohenTom russoFrank sandsSteven scruggsChuck royceWarren buffettKen fisherHotchkis wiley

Li Lu Dumps Micron Technology, Adds To East West Bancorp

Himalaya Capital leader reveals equity portfolio for second quarter, selling out of Micron and adding to East West Bancorp

United statesHotchkis wileyBenjamin grahamCi select canadian equity fundBerkshire hathawayEast west bancorpBrkb incMicron technology incMicron technologyParnassus value equity fundBancorp incEast westCapital managementWarren buffettCharlie mungerAltmanz score

Robert Olstein Buys The Dip On Target, Exits 2 Holdings

Olstein Capital Management leader reveals firm s second-quarter portfolio, showing a new position in Target. It also sold out of Walgreens and Oracle.

United statesMewhinney straussCushman wakefieldWalgreens boots alliance incOracle corpWalgreens boots allianceSmead value fundDeere coParnassus value equity fundT rowe price equity income fundOlstein all cap value fundSouthwest airlinesOlstein capital managementNew york basedKen fisherRay dalio

Steven Romick Trims Alphabet Stakes, Adds to Heineken, Douglas Emmett

The manager of the FPA Cresecent Fund releases 2nd-quarter portfolio

Mountain viewUnited statesSanta monicaMewhinney straussDouglas emmettBrian selmoHotchkis wileyDouglass emmettMark landeckerHolcim ltdHarbor capital appreciation fundCrescent fundPortfolio international value fundAlphabet incInternational flavorsBroadcom inc

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