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 and some information may be misrepresented. As always, YMMV. Seth Klarman Q3 2011 13F Holdings [...]
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 and some information may be misrepresented. As always, YMMV. Seth Klarman Q2 2011 13F Holdings [...]
I’m a bit late on breaking down this quarter’s hedge fund holdings. At times, investing and blogging are somewhat incompatible as posts take time and with the recent market action, I chose to spend that time focusing on my portfolio. If you have a strong case for other managers I should include, send me an [...]
Readers can scan Pickens’ hedge fund holdings in BP Capital in spreadsheet form here. His activity in Q4 2009 suggests a strong bullish stance. As Pickens is an oil man, it is no surprise that nearly all his holdings are energy-related. BP Capital does not typically have a large number of stocks in its portfolio [...]
Hedge fund managers are filing their Q4 2009 13F-HR forms over the next few days. I’ve posted some of their holding spreadsheets below and will add links as reports come in. If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep [...]
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 [...]
