Q2 2009 13F Hedge Fund Portfolio Holdings

Posted by Davy Bui on August 15th, 2009 in Pro's Picks
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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.

4 Responses to “Q2 2009 13F Hedge Fund Portfolio Holdings”

  1. Jae Jun Says:
    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.

  2. The Enlightened American » Seth Klarman, Marty Whitman & David Einhorn 2009 Q2 13F Filings Says:
    August 17th, 2009 at 11:22 am

    [...] Q2 2009 13F Hedge Fund Portfolio Holdings [...]

  3. Warren Buffett Stock Pick Portfolio | Old School Value Says:
    August 17th, 2009 at 11:48 pm

    [...] way of generating ideas. Davy Bui of The Enlightened American does a fine job of tracking and displaying hedge fund holdings of respected investors in an easy to read [...]

  4. The Enlightened American » Q2 2009 Portfolio Holdings for Bruce Berkowitz, Mohnish Pabrai, and Bob Rodriguez Says:
    August 18th, 2009 at 10:15 am

    [...] Q2 2009 13F Hedge Fund Portfolio Holdings [...]

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