Q3 2008 13F Portfolio Holdings

Professional money managers have filed their 13F filings for Q3 2008. I will examine them over the weekend and publish my comments next week but submit the spreadsheet links below for readers. ┬áMarty Whitman’s filing was slightly incomplete so I substituted David Einhorn for Third Avenue.

Also, 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 (ha! I use perl for a lot of things) and some information may be misrepresented. As always, YMMV.

5 Responses to “Q3 2008 13F Portfolio Holdings”

  1. Jae Jun Says:

    wow this is very helpful. Much easier than going through the txt files.

    I see Seth Klarman has added IACI, a company that I was looking into.

  2. Davy Bui Says:

    Hey Jae,

    Thanks for the comment. I’ve also watched IACI for some time now but decided I didn’t know enough about its industry and how to value it.

    My sense is that Seth Klarman is one of the most dangerous guys to piggyback ideas off of. Looks like he sold off most of his health insurer positions that were recently opened. I remember a similar case with Sallie Mae not too long ago.

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