ValueAct Capital Q4 2009 Portfolio Moves

The current issue of Barron’s carries a brief article on activist hedge funds[$] and makes brief mention of ValueAct Capital as being one of the elite activist funds, who as a group averaged gains of 144% in companies where they filed 13D forms. Readers can scan ValueAct’s holdings in spreadsheet form here but be warned [...]


Tracking Portfolios of Boone Pickens & Jim Puplava

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 [...]

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John Paulson & Martin Whitman Q4 2009 Portfolio Tracking

Scanning the 13F-HR SEC filing of Paulson and Co. suggests John Paulson employs an active trading strategy. Readers can best view Paulson’s moves in spreadsheet format but some broader themes do emerge: Similar to some of the other money managers already profiled (Berkowitz, Klarman), Paulson is bullish in the financial sector, as evidenced by sizable [...]


Bruce Berkowitz & David Einhorn 2009 Q4 Portfolio Tracking

Bruce Berkowitz is a respected value investor who helms Fairholme Capital, a firm with an enviable track record over the last decade or so. You can view their holdings in spreadsheet format here. Highlights include the following: Less than two years after dismissing Berkshire Hathaway (BRK-A, BRK-B) as a company with its best years in [...]

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2009 Q4 Moves – Mohnish Pabrai and David Winters

You can view the latest portfolio moves in spreadsheet format of Mohnish Pabrai, renown value investor. Despite his shift toward a less concentrated portfolio, Pabrai’s portfolio is still rather focused compared to the average money manager. Only one new position, CapitalSource (CSE), which should be familiar to regular readers of this blog as Seth Klarman’s [...]

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Seth Klarman & Meryl Witmer Q4 2009 Hedge Fund Moves

The ever-secretive Seth Klarman and his Baupost Group filed their 13F-HR filing for Q4 2009: Eye-catching new position in CIT Group (CIT) was the sole new position in Baupost’s filing. As mentioned numerously in previous postings, Klarman thrives on complexity and uses his army of analysts to seek out thorny  opportunities which scare off average [...]