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	<title>The Enlightened American &#187; Boone Pickens</title>
	<atom:link href="http://enlightened-american.com/tag/boone-pickens/feed" rel="self" type="application/rss+xml" />
	<link>http://enlightened-american.com</link>
	<description>One person's quest to make sense of a senseless American economy and society.</description>
	<lastBuildDate>Wed, 08 Feb 2012 22:59:49 +0000</lastBuildDate>
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		<title>Q3 2011 Hedge Fund Holdings</title>
		<link>http://enlightened-american.com/2011/11/14/q3-hedge-fund-holdings</link>
		<comments>http://enlightened-american.com/2011/11/14/q3-hedge-fund-holdings#comments</comments>
		<pubDate>Mon, 14 Nov 2011 22:15:00 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[General Investment]]></category>
		<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>
		<category><![CDATA[ValueAct Small Cap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=895</guid>
		<description><![CDATA[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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/11/14/q3-hedge-fund-holdings/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Hedge Fund Holdings For Q2 2011</title>
		<link>http://enlightened-american.com/2011/08/12/hedge-fund-holdings-for-q2-2011</link>
		<comments>http://enlightened-american.com/2011/08/12/hedge-fund-holdings-for-q2-2011#comments</comments>
		<pubDate>Fri, 12 Aug 2011 23:43:50 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>
		<category><![CDATA[ValueAct Small Cap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=844</guid>
		<description><![CDATA[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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2011/08/12/hedge-fund-holdings-for-q2-2011/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Q1 2010 Hedge Fund 13F-HR Spreadsheets</title>
		<link>http://enlightened-american.com/2010/05/22/q1-2010-hedge-fund-13f-hr-spreadsheets</link>
		<comments>http://enlightened-american.com/2010/05/22/q1-2010-hedge-fund-13f-hr-spreadsheets#comments</comments>
		<pubDate>Sat, 22 May 2010 17:53:11 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[13F-HR]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[hedge fund]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[John Paulson]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=702</guid>
		<description><![CDATA[I&#8217;m a bit late on breaking down this quarter&#8217;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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/05/22/q1-2010-hedge-fund-13f-hr-spreadsheets/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Tracking Portfolios of Boone Pickens &amp; Jim Puplava</title>
		<link>http://enlightened-american.com/2010/02/22/tracking-portfolios-of-boone-pickens-jim-puplava</link>
		<comments>http://enlightened-american.com/2010/02/22/tracking-portfolios-of-boone-pickens-jim-puplava#comments</comments>
		<pubDate>Mon, 22 Feb 2010 19:15:27 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[CSCO]]></category>
		<category><![CDATA[GST]]></category>
		<category><![CDATA[JAG]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[JNJ]]></category>
		<category><![CDATA[MMR]]></category>
		<category><![CDATA[MON]]></category>
		<category><![CDATA[OXY]]></category>
		<category><![CDATA[PTR]]></category>
		<category><![CDATA[RIG]]></category>
		<category><![CDATA[SD]]></category>
		<category><![CDATA[WFR]]></category>
		<category><![CDATA[WTR]]></category>
		<category><![CDATA[XOM]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=639</guid>
		<description><![CDATA[Readers can scan Pickens&#8217; 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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/02/22/tracking-portfolios-of-boone-pickens-jim-puplava/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Q4 2009 13F-HR Hedge Fund Portfolio Holdings</title>
		<link>http://enlightened-american.com/2010/02/12/q4-2009-13f-hr-hedge-fund-portfolio-holdings</link>
		<comments>http://enlightened-american.com/2010/02/12/q4-2009-13f-hr-hedge-fund-portfolio-holdings#comments</comments>
		<pubDate>Sat, 13 Feb 2010 01:06:06 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[13F-HR]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[hedge fund]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[John Paulson]]></category>
		<category><![CDATA[martin whitman]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[robert rodriguez]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>
		<category><![CDATA[ValueAct Smallcap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=622</guid>
		<description><![CDATA[Hedge fund managers are filing their Q4 2009 13F-HR forms over the next few days. I&#8217;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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2010/02/12/q4-2009-13f-hr-hedge-fund-portfolio-holdings/feed</wfw:commentRss>
		<slash:comments>6</slash:comments>
		</item>
		<item>
		<title>Q3 2009 13F-HR Hedge Fund Portfolio Holdings</title>
		<link>http://enlightened-american.com/2009/11/13/q3-2009-13f-hr-hedge-fund-portfolio-holdings</link>
		<comments>http://enlightened-american.com/2009/11/13/q3-2009-13f-hr-hedge-fund-portfolio-holdings#comments</comments>
		<pubDate>Sat, 14 Nov 2009 00:04:29 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[13F-HR]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[hedge fund]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[John Paulson]]></category>
		<category><![CDATA[martin whitman]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[robert rodriguez]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>
		<category><![CDATA[ValueAct Smallcap]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=532</guid>
		<description><![CDATA[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 [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/11/13/q3-2009-13f-hr-hedge-fund-portfolio-holdings/feed</wfw:commentRss>
		<slash:comments>1</slash:comments>
		</item>
		<item>
		<title>Q2 2009 13F Hedge Fund Portfolio Holdings</title>
		<link>http://enlightened-american.com/2009/08/15/q2-2009-13f-hedge-fund-portfolio-holdings</link>
		<comments>http://enlightened-american.com/2009/08/15/q2-2009-13f-hedge-fund-portfolio-holdings#comments</comments>
		<pubDate>Sun, 16 Aug 2009 01:19:38 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[13F-HR]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[hedge fund]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[John Paulson]]></category>
		<category><![CDATA[martin whitman]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[mohnish pabrai]]></category>
		<category><![CDATA[robert rodriguez]]></category>
		<category><![CDATA[Seth Klarman]]></category>
		<category><![CDATA[ValueAct Capital]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=392</guid>
		<description><![CDATA[Meryl Witmer&#8217;s filing under Eagle Value Partners is puzzling as it contains only two stocks &#8212; 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&#8217;s filing but am please to bring back Marty [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/08/15/q2-2009-13f-hedge-fund-portfolio-holdings/feed</wfw:commentRss>
		<slash:comments>4</slash:comments>
		</item>
		<item>
		<title>Boone Pickens, David Winters &amp; Jim Puplava Q4 2008 Holdings</title>
		<link>http://enlightened-american.com/2009/02/18/boone-pickens-david-winters-jim-puplava-q4-2008-holdings</link>
		<comments>http://enlightened-american.com/2009/02/18/boone-pickens-david-winters-jim-puplava-q4-2008-holdings#comments</comments>
		<pubDate>Wed, 18 Feb 2009 17:36:16 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[ABB]]></category>
		<category><![CDATA[BEN]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[BTU]]></category>
		<category><![CDATA[CHK]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[dvn]]></category>
		<category><![CDATA[ebay]]></category>
		<category><![CDATA[ERF]]></category>
		<category><![CDATA[FLR]]></category>
		<category><![CDATA[FWLT]]></category>
		<category><![CDATA[GS]]></category>
		<category><![CDATA[HGT]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[LUK]]></category>
		<category><![CDATA[OXY]]></category>
		<category><![CDATA[RIG]]></category>
		<category><![CDATA[SRE]]></category>
		<category><![CDATA[TV]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=308</guid>
		<description><![CDATA[Boone Pickens&#8217; recent investment hiccups have been well-publicized. A few months back, Pickens appeared on CNBC and disclosed that he had moved BP Capital almost entirely to cash. As you can see in the spreadsheet view, he wasn&#8217;t exaggerating. Still, Pickens found did retain and open a few positions: Pickens bought new stakes into Chesapeake [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2009/02/18/boone-pickens-david-winters-jim-puplava-q4-2008-holdings/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Q4 2008 13F Portfolio Holdings</title>
		<link>http://enlightened-american.com/2009/02/16/q4-2008-13f-portfolio-holdings</link>
		<comments>http://enlightened-american.com/2009/02/16/q4-2008-13f-portfolio-holdings#comments</comments>
		<pubDate>Mon, 16 Feb 2009 09:09:27 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Pro's Picks]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[bruce berkowitz]]></category>
		<category><![CDATA[David Einhorn]]></category>
		<category><![CDATA[David Winters]]></category>
		<category><![CDATA[Jim Puplava]]></category>
		<category><![CDATA[Meryl Witmer]]></category>
		<category><![CDATA[Mohnish Pabria]]></category>
		<category><![CDATA[robert rodriguez]]></category>
		<category><![CDATA[Seth Klarman]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=305</guid>
		<description><![CDATA[I&#8217;ve broken down most of the Q4 2008 13F filings for the money managers I watch, including Seth Klarman, Bruce Berkowitz and Meryl Witmer. You can click on the links below to view the detailed spreadsheets. A few notable exceptions yet to file include Mohnish Pabrai, Boone Pickens&#8217; BP Capital and Warren Buffett&#8217;s Berkshire Hathaway. [...]]]></description>
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		<slash:comments>3</slash:comments>
		</item>
		<item>
		<title>Who Knows Better Than Buffett, Icahn, Pickens &amp; Kerkorian?  Journalists!</title>
		<link>http://enlightened-american.com/2008/10/27/who-knows-better-than-buffett-icahn-pickens-kerkorian-journalists</link>
		<comments>http://enlightened-american.com/2008/10/27/who-knows-better-than-buffett-icahn-pickens-kerkorian-journalists#comments</comments>
		<pubDate>Mon, 27 Oct 2008 19:11:29 +0000</pubDate>
		<dc:creator>Davy</dc:creator>
				<category><![CDATA[Gurus]]></category>
		<category><![CDATA[Worth Reading (links to articles, etc.)]]></category>
		<category><![CDATA[Boone Pickens]]></category>
		<category><![CDATA[carl icahn]]></category>
		<category><![CDATA[kirk kerkorian]]></category>
		<category><![CDATA[Warren Buffett]]></category>

		<guid isPermaLink="false">http://enlightened-american.com/?p=245</guid>
		<description><![CDATA[In one of those semi-ridiculous scenes that pop up from time to time, the back page of today&#8217;s WSJ Money &#38; Investing section (called &#8220;Heard on the Street&#8221;) runs the two following articles [$]: Even the Oracle Didn&#8217;t Time It Perfectly Investing All-Stars Need to Tweak Games In these two articles written by little-known investing [...]]]></description>
		<wfw:commentRss>http://enlightened-american.com/2008/10/27/who-knows-better-than-buffett-icahn-pickens-kerkorian-journalists/feed</wfw:commentRss>
		<slash:comments>0</slash:comments>
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