Unlike some of the managers I reviewed yesterday, Bruce Berkowitz and his cohorts at the Fairholme Capital have been buying. A scan of their Q3 2009 holdings spreadsheet suggests they favor healthcare companies and Berkshire Hathaway (BRK-A, BRK-B).
Fairholme opened two new positions, both in the healthcare industry: Wyeth (WYE) and Cardinal Health (CAH). However, Berkowitz [...]
A reader asks if there is a way to monitor non-equity positions for Seth Klarman’s Baupost Group. The short answer is no, I know of no way to track non-equity holdings for any money manager unless they disclose that information voluntarily via a report or letter. As mentioned on this blog last week, Klarman doesn’t [...]
Meryl Witmer is back as it appears Eagle Value Partners is building its stock portfolio.
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 [...]
OK, that has to be one of the most misleading post titles ever but I couldn’t resist. Seth Klarman recently held the first-ever Baupost Group annual meeting after two-plus decades of existence. At the meeting, Klarman shared his views on the markets, housing, investment strategies and more.
For those who may need an introduction to Seth [...]
View the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. through October 31, 2009.
THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET
Enlightened-American Portfolio: +33.5% YTD (my actual IRR, including cash balance)
DJIA: +10.7%
Nasdaq: +29.7%
S&P 500: +14.7%
DJ Wilshire 5000: +16.9%
Russell 2000 (smallcap): +12.7%
(What's this?)
Dow 10,000: Buy it, Or Sell [...]
