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 [...]
Boone Pickens’ 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’t exaggerating. Still, Pickens found did retain and open a few positions: Pickens bought new stakes into Chesapeake [...]
I’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’ BP Capital and Warren Buffett’s Berkshire Hathaway. [...]
In one of those semi-ridiculous scenes that pop up from time to time, the back page of today’s WSJ Money & Investing section (called “Heard on the Street”) runs the two following articles [$]: Even the Oracle Didn’t Time It Perfectly Investing All-Stars Need to Tweak Games In these two articles written by little-known investing [...]
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 investors [...]
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. [...]
