The Wintergreen Fund, managed by David Winters, was fairly steady judging from its 13F filing. My spreadsheet is a little off as it seems some of the CUSP IDs were changed from last quarter so disregard the new positions shown in GLD & CNQ.
Winters opened only 1 new position, eBay. I’ve seen some [...]
In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare:
Seth Klarman’s Baupost Group continues its move into the healthcare sector as evidenced by the latest Q2 13F-HR filing:
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. [...]
A couple of interesting Bloomberg links for readers this morning.
First, the recommended Open Exchange program (weekday mornings 8am PST) interviewed one of my favorite money managers, Mohnish Pabrai. I caught most of the program but missed the beginning. I will probably go back and listen to it today as I am curious if [...]
T. Boone Pickens, via BP Capital, was fairly active in adding and building positions. Pickens made headlines earlier this year by predicting a drop in oil prices for the first half of 2008 and then quickly backtracking as oil has smashed through record prices. Here are some highlights from the filing:
Reopened a big [...]
