Q2 2009 13F Hedge Fund Portfolio Holdings
Meryl Witmer’s filing under Eagle Value Partners is puzzling as it contains only two stocks — I am unaware of any pertinent factors that may explain this filing so if readers have more knowledge than I, please clue us in. In any case, I have excluded Witmer’s filing but am please to bring back Marty Whitman’s Third Ave filing as well as adding ValueAct Capital.
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 2009 13F Holdings Spreadsheet
- Bruce Berkowitz Q2 2009 13F Holdings Spreadsheet
- Robert Rodriguez Q2 2009 13F Holdings Spreadsheet
- ValueAct Capital Q2 2009 13F Holdings Spreadsheet
- Mohnish Pabrai Q2 2009 13F Holdings Spreadsheet
- David Winters Q2 2009 13F Holdings Spreadsheet
- Jim Puplava Q2 2009 13F Holdings Spreadsheet
- Boone Pickens Q2 2009 13F Holdings Spreadsheet
- David Einhorn Q2 2009 13F Holdings Spreadsheet
- John Paulson Q2 2009 13F Holdings Spreadsheet
- Martin Whitman Q2 2009 13F Holdings Spreadsheet
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August 15th, 2009 at 10:43 pm
Thanks for the update Davy. I looked over what Buffett had and I’ll be taking a look at some of these people.
August 17th, 2009 at 11:22 am
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August 17th, 2009 at 11:48 pm
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August 18th, 2009 at 10:15 am
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