Posted by Davy Bui on August 14th, 2008 in Gurus, Pro's Picks
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Professional money managers have filed their 13F filings for Q2 2008. I will examine them over the weekend and publish my comments next week but submit the spreadsheet links below for readers.

Also, if you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep in mind that I use a perl script to parse these filings into the spreadsheet format (ha! I use perl for a lot of things) and some information may be misrepresented. As always, YMMV.

• Seth Klarman Q2 2008 13F Holdings Spreadsheet
• Bruce Berkowitz Q2 2008 13F Holdings Spreadsheet
• Robert Rodriguez Q2 2008 13F Holdings Spreadsheet
• Meryl Witmer Q2 2008 13F Holdings Spreadsheet
• Mohnish Pabrai Q2 2008 13F Holdings Spreadsheet
• David Winters Q2 2008 13F Holdings Spreadsheet
• Jim Puplava Q2 2008 13F Holdings Spreadsheet
• Boone Pickens Q2 2008 13F Holdings Spreadsheet
• Marty Whitman Q2 2008 13F Holdings Spreadsheet

Links to my thoughts on Q2 2008 13F filings:

• An in-depth look at holdings of Seth Klarman, Meryl Witmer and Marty Whitman.
• More analysis of filings from value investors Bruce Berkowitz, Bob Rodriguez and Mohnish Pabrai.
• A look at some of the more speculative managers I follow: Boone Pickens, David Winters & Jim Puplava.