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Berkshire triples GOOGL stake, buys DAL, dumps AMZN. New CEO Abel reshapes portfolio.
HURN shares down 30% despite record revenue. Fund trims stake but still holds $32M. Valuation may attract buyers.
RDN beats revenue estimates, boosted by Inigo acquisition. Buybacks & debt management key.
AAUC up 140% on gold rally; Vazirani bets big with 15% portfolio stake despite political risks.
MTDR revenue misses big, but EPS beats. Oil output up, debt down. Valuation metrics mixed.
CWEN's 5% yield & 7-8%+ cash flow growth fueled by AI data centers. Solid balance sheet, expansion plans.
REPX beats revenue estimates on strong production, but EPS and EBITDA miss. Margins dip.
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