Q2 2008 13F Portfolio Holdings

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. [...]

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2008 Q1 13F-HR Filings: Speculative Edition

T. Boone Pickens, via BP Capital, was fairly active in adding and building positions. Pickens made headlines earlier this year by predicting a drop in oil prices for the first half of 2008 and then quickly backtracking as oil has smashed through record prices. Here are some highlights from the filing:

Reopened a big [...]

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