Hedge Funds

AIG and Sears Holdings are Top Two Positions in the Fairholme Fund

by Glenn Busch November 17, 2011
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Bruce Berkowitz is the reigning domestic equity manager of the decade as selected by Morningstar. During the decade ending December 31, 2009 his flagship mutual fund, the Fairholme Fund (FAIRX), generated annualized returns of 13.2% versus his category average of 0.01%. However, since that time the Fairholme fund is down 16.48% versus the S&P 500 which is up over 10% based on price changes.

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Apple and Amazon Remain Top Two Holdings for Tiger Management

by Glenn Busch November 16, 2011
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Legendary hedge fund pioneer Julian Robertson closed his Tiger Fund in 2000 and focused on seeding up-and-coming hedge fund managers branded as Tiger Cubs. Recently, Mr. Robertson reopened the Tiger Fund to outside investors and we get to follow his portfolio moves again through 13F filings. An added bonus of looking at Tiger Management’s 13Fs is they act as a proxy for the best ideas of Julian’s Tiger Cubs due to Julian’s constant contact with them.

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Apple and GDX Top Greenlight Capital’s Portfolio

by Glenn Busch November 15, 2011
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Today’s 13F filing will focus on David Einhorn and his hedge fund Greenlight Capital. While being extremely successful on the long side, Mr. Einhorn made his name on the short side. First it was his long and very public battle with Allied Capital, which you can read in his book “Fooling Some of the People All of the Time, A Long Short (and Now Complete) Story“, then his battle with now defunct Lehman Brothers, and now he is taking on Wall Street darling, Green Mountain Coffee Roasters (GMCR).

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BP plc and Hewlett-Packard are Top Equity Holdings for the Baupost Group

by Glenn Busch November 14, 2011
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BP plc (BP) and Hewlett-Packard (HPQ) are the top two equity holdings for the Baupost Group. BP plc was already a holding of theirs but Baupost has added to their position making BP their top equity holding. Helwett-Packard is a brand new position and their second largest holding.

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Pfizer, Microsoft, & Apple Top Greenlight Capital’s Portfolio

by Glenn Busch August 19, 2011
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Mr. Einhorn runs the hedge fund Greenlight Capital and he made a name for him self shorting Allied Capital and the very public fight that ensued. Greenlight’s latest 13F filing still shows Pfizer (PFE) as their top holding with Microsoft (MSFT) and Apple (AAPL) taking the number 2 and 3 spots respectively.

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Apple and Amazon Top Tiger Management’s Portfolio

by Glenn Busch August 17, 2011
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Julian Robertson and his legendary hedge fund the Tiger Fund recently reopened its doors to outside investors. We’ve looked at the 13F filings of his hedge fund offspring, the tiger cubs, and now it’s time to look at the portfolio of the patriarch.

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Baupost Group Reports New Positions in Microsoft and BP Plc.

by Glenn Busch August 15, 2011
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Seth Klarman and Baupost have joined many other value investors and started a brand new and large position in Microsoft (MSFT). Baupost’s stock holdings are much smaller in regards to its credit holdings so it is significant that Microsoft accounts for over 13% of their equity holdings.

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Twitter Hedge Fund

by Glenn Busch June 21, 2011
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Trading by Twitter alone? Derwent Capital Markets, a hedge fund, has created a new fund that will trade stocks based solely on sentiment. This is nothing new but the medium by which Derwent will measure sentiment is. They will track stock sentiment via twitter using a series of algorithims and place their trades accordingly.

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13F Comparison: David Einhorn & Greenlight Capital 1Q 2010 vs 2Q 2010

by Glenn Busch August 24, 2010
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A 13F comparison for Greenlight Capital, 1Q 2010 versus 2Q 2010, and a look at their position in recently spun-off Furiex Pharmaceuticals (FURX).

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Fairholme Fund 13F Comparison, BP Plc, & LEAPs

by Glenn Busch August 19, 2010
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Latest 13F comparison for the Fairholme Fund manged by Bruce Berkowitz, a discussion of their investment in BP Plc, and using LEAPs to improve the risk/reward profile.

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