Quarter Ending 12/31/2009 Back to the Enlightened American Website
Eagle Value Partners (Meryl Witmer)
*****  NEW POSITIONS TAKEN
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A COMPASS MINERALS INTL INC 74,800 $67.19 $5,026,000
N/A N/A LIBERTY MEDIA LIB STAR COM A 9,000 $46.11 $415,000
N/A N/A STEWART INFORMATION SVCS COR 500,777 $11.28 $5,649,000
*****  SOLD OFF
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
N/A N/A VALEANT PHARMACEUTICALS INTL 57,100 $28.06 $1,602,000
*****  HOLD POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
0.00% 15.56% HASBRO INC 25,000 25,000 $32.08 $27.76 $802,000 $694,000
0.00% -22.51% HUNTINGTON BANCSHARES INC 100,000 100,000 $3.65 $4.71 $365,000 $471,000
0.00% -35.30% SEACOAST BKG CORP FLA 496,700 496,700 $1.63 $2.52 $810,000 $1,252,000
*****  AUGMENTED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
465.35% 0.51% 576,732 E TRADE FINANCIAL CORP 700,668 123,936 $1.76 $1.75 $1,233,000 $217,000
16.56% 6.33% 5,000 KERYX BIOPHARMACEUTICALS INC 35,186 30,186 $2.50 $2.35 $88,000 $71,000
178.94% 45.41% 117,385 ALTISOURCE PORTFOLIO SOLNS S 182,985 65,600 $20.99 $14.44 $3,841,000 $947,000
*****  REDUCED POSITIONS
% pos ch % val ch Change COMPANY Cur. Pos. Prev. Pos. Approx PPS Prev PPS Value Prev Value
-7.84% 2.30% -2,543 FIRST AMERN CORP CALIF 29,900 32,443 $33.11 $32.36 $990,000 $1,050,000
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