Q2 2009 13F Hedge Fund Portfolio Holdings

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 Whitman’s Third Ave filing as well as adding ValueAct Capital.

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.

More on this topic (What's this?)
Elliott Repeats Riverbed Offer
Ackman Donates to Harvard University
My Dividend Portfolio Holdings
Read more on Hedge Funds, Holdings at Wikinvest

4 Responses to “Q2 2009 13F Hedge Fund Portfolio Holdings”

  1. Jae Jun Says:

    Thanks for the update Davy. I looked over what Buffett had and I’ll be taking a look at some of these people.

  2. The Enlightened American » Seth Klarman, Marty Whitman & David Einhorn 2009 Q2 13F Filings Says:

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  3. Warren Buffett Stock Pick Portfolio | Old School Value Says:

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