Q3 2008 13F Portfolio Holdings

Posted by Davy on November 16th, 2008 in Pro's Picks
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Professional money managers have filed their 13F filings for Q3 2008. I will examine them over the weekend and publish my comments next week but submit the spreadsheet links below for readers.  Marty Whitman’s filing was slightly incomplete so I substituted David Einhorn for Third Avenue.

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.

More on this topic (What's this?)
PHILIPPINE STOCKS: DMC (DMCI HOLDINGS, INC.) 10-3-2008 (, 10/3/08)
Alternative holdings sour for endowments, pensions (Hedge Fund Blogs From HedgeCo.Net, 12/3/08)
Pershing Square Capital Management 13F Holdings Analysis (HedgeFundBlogger.com by Richard ..., 11/18/08)
Read more on Holdings at Wikinvest

5 Responses to “Q3 2008 13F Portfolio Holdings”

  1. Jae Jun Says:
    November 17th, 2008 at 6:15 am

    wow this is very helpful. Much easier than going through the txt files.

    I see Seth Klarman has added IACI, a company that I was looking into.

  2. Davy Bui Says:
    November 17th, 2008 at 9:07 am

    Hey Jae,

    Thanks for the comment. I’ve also watched IACI for some time now but decided I didn’t know enough about its industry and how to value it.

    My sense is that Seth Klarman is one of the most dangerous guys to piggyback ideas off of. Looks like he sold off most of his health insurer positions that were recently opened. I remember a similar case with Sallie Mae not too long ago.

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    November 19th, 2008 at 10:44 am

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