I make changes to my portfolio and those of my clients once a quarter, where I trade out of 2-4 of my ~35 companies, and buy a similar number of new companies.? I have detailed that in this article.
But one thing that I do differently now is where I source ideas.? There are three places:
- Articles I read that seem to have good ideas.? I print them out and put them in a folder.
- My industry studies.
- Scanning the 13Fs of ~75 clever investors.? That’s the new part.
I’m not going to write a lot more commentary this evening.? I’m just going to give you a results dump.? I have already gone through my results and made changes to my clients’ portfolios, save for one stock that is a little illiquid, and will take some time to acquire.
As it is, I want to share the following data with you from my trolling through the 13F filings:
Number of investors adding a new stock:
| CUSIP | New | Ticker | Name |
| 026874784 |
6 |
AIG | AMERICAN INTL GROUP INC |
| 25490A309 |
5 |
DTV | DIRECTV |
| 38259P508 |
5 |
GOOG | GOOGLE INC. |
| 50075N104 |
5 |
MDLZ | Mondelez International, Inc. |
| 65334H102 |
5 |
NXY | NEXEN INC COMMON STOCK NPV |
| 896945201 |
5 |
TRIP | TRIPADVISOR INC |
| 37045V100 |
4 |
GM | GENERAL MTRS CO |
| 399473107 |
4 |
GRPN | GROUPON INC |
| 46625H100 |
4 |
JPM | JPMORGAN CHASE & CO |
| 53071M880 |
4 |
LVNTA | LIBERTY VENTURES – SER A |
Umm, Groupon, GM?? Interesting.
Number of investors adding to a stock position:
| CUSIP | Increased | Ticker | Name |
| 026874784 |
13 |
AIG | AMERICAN INTL GROUP INC |
| 38259P508 |
12 |
GOOG | GOOGLE INC. |
| 191216100 |
12 |
KO | COCA COLA COMPANY |
| 37045V100 |
11 |
GM | GENERAL MTRS CO |
| 24702R101 |
10 |
DELL | Dell Inc |
| 742718109 |
9 |
PG | PROCTER & GAMBLE CO/THE |
| 172967424 |
9 |
C | CITIGROUP INC |
| 50075N104 |
8 |
MDLZ | Mondelez International, Inc. |
| 65248E104 |
8 |
NWSA | NEWS CORP |
| 741503403 |
8 |
PCLN | PRICELINE COM INC |
| 037833100 |
8 |
AAPL | APPLE INC |
| 896945201 |
7 |
TRIP | TRIPADVISOR INC |
| 125509109 |
7 |
CI | CIGNA CORP |
| 78463V107 |
7 |
GLD | SPDR GOLD TRUST |
| 68389X105 |
7 |
ORCL | Oracle Corp |
The companies most held by my group of investors:
| CUSIP | Owned | Ticker | Name |
| 38259P508 |
28 |
GOOG | GOOGLE INC. |
| 037833100 |
21 |
AAPL | APPLE INC |
| 594918104 |
20 |
MSFT | MICROSOFT CORP |
| 68389X105 |
17 |
ORCL | Oracle Corp |
| 026874784 |
15 |
AIG | AMERICAN INTL GROUP INC |
| 172967424 |
15 |
C | CITIGROUP INC |
| 478160104 |
15 |
JNJ | JOHNSON & JOHNSON |
| 931142103 |
15 |
WMT | WAL-MART STORES INC |
| 084670702 |
14 |
BRK.B | BERKSHIRE HATHAWAY INC-CL B |
| 24702R101 |
13 |
DELL | Dell Inc |
| 65248E104 |
13 |
NWSA | NEWS CORP |
| 060505104 |
13 |
BAC | BANK OF AMERICA CORP |
| 747525103 |
13 |
QCOM | QUALCOMM INC |
| 084670108 |
13 |
BRK.A | BERKSHIRE HATHAWAY INC-CL A |
| 191216100 |
12 |
KO | COCA COLA COMPANY |
| 949746101 |
12 |
WFC | WELLS FARGO & CO NEW |
Number of investors decreasing a stock position:
| CUSIP | Decreased | Ticker | Name |
| 38259P508 |
16 |
GOOG | GOOGLE INC. |
| 594918104 |
15 |
MSFT | MICROSOFT CORP |
| 037833100 |
13 |
AAPL | APPLE INC |
| 931142103 |
12 |
WMT | WAL-MART STORES INC |
| 68389X105 |
10 |
ORCL | Oracle Corp |
| 17275R102 |
10 |
CSCO | CISCO SYS INC COM |
| 902973304 |
10 |
USB | US BANCORP DEL |
| 084670702 |
9 |
BRK.B | BERKSHIRE HATHAWAY INC-CL B |
| 060505104 |
9 |
BAC | BANK OF AMERICA CORP |
| 57636Q104 |
9 |
MA | Mastercard Inc – Class A |
| 65248E104 |
8 |
NWSA | NEWS CORP |
| 949746101 |
8 |
WFC | WELLS FARGO & CO NEW |
| 254687106 |
8 |
DIS | DISNEY WALT CO |
| 717081103 |
8 |
PFE | PFIZER INC |
| 92826C839 |
8 |
V | Visa Inc-Class A Shares |
| 931422109 |
8 |
WAG | WALGREEN CO |
Number of investors selling a stock entirely:
| CUSIP | Sold | Ticker | Name |
| 25490A101 |
6 |
DTV | DIRECTV-CLASS A |
| 594918104 |
4 |
MSFT | MICROSOFT CORP |
| 931422109 |
4 |
WAG | WALGREEN CO |
| 87612E106 |
4 |
TGT | TARGET CORP |
| 032346108 |
4 |
AMLN | AMYLIN PHARMACEUTICALS INC |
| 037833100 |
3 |
AAPL | APPLE INC |
| 060505104 |
3 |
BAC | BANK OF AMERICA CORP |
| 57636Q104 |
3 |
MA | Mastercard Inc – Class A |
| 65248E104 |
3 |
NWSA | NEWS CORP |
| 871503108 |
3 |
SYMC | SYMANTEC CORP |
| 172967424 |
3 |
C | CITIGROUP INC |
| 78463V107 |
3 |
GLD | SPDR GOLD TRUST |
| 032511107 |
3 |
APC | ANADARKO PETROLEUM CORP |
| 53217V109 |
3 |
LIFE | LIFE TECHNOLOGIES CORP. |
| 855030102 |
3 |
SPLS | Staples Inc |
| 053332102 |
3 |
AZO | AUTOZONE INC |
| 086516101 |
3 |
BBY | Best Buy Company Inc |
| 64110L106 |
3 |
NFLX | NETFLIX INC |
| 844741108 |
3 |
LUV | Southwest Airlines Co |
| 256677105 |
3 |
DG | DOLLAR GEN CORP NEW |
| 91324P102 |
3 |
UNH | Unitedhealth Group Inc |
| 30161N101 |
3 |
EXC | Exelon Corp |
| 778296103 |
3 |
ROST | ROSS STORES INC |
| 690742101 |
3 |
OC | OWENS CORNING NEW |
| 46120E602 |
3 |
ISRG | INTUITIVE SURGICAL INC |
| 726505100 |
3 |
PXP | Plains Exploration |
| 88023U101 |
3 |
TPX | TEMPUR PEDIC INTL INC |
| 382388106 |
3 |
GR | GOODRICH CORP |
| 532791100 |
3 |
LNCR | LINCARE HOLDINGS INC. |
As a percentage of market cap, new positions added:
| CUSIP | New | Ticker | Name |
| G5784H106 |
NA |
MANU | MANCHESTER UTD PLC NEW |
| 64107N206 |
27.49% |
UEPS | Net 1 UEPS Technologies Inc |
| 06652K103 |
27.20% |
BKU | BANKUNITED INC |
| 86663B102 |
26.98% |
SNBC | Sun Bancorp Inc |
| 147154207 |
25.80% |
CACB | Cascade Bancorp |
| 584404107 |
25.36% |
MEG | MEDIA GEN INC |
| 09064Y307 |
23.66% |
BIOF | BioFuel Energy Corp. |
| 269279402 |
14.54% |
XCO | EXCO RESOURCES |
| 912318201 |
12.88% |
UNG | UNITED STATES NATL GAS FUND |
| 121220107 |
12.21% |
BKW | BURGER KING WORLDWIDE INC |
| 29788A104 |
10.06% |
EOPN | E2open, Inc. |
| G0585R106 |
10.03% |
AGO | Assured Guaranty Ltd. |
| 25490A309 |
9.48% |
DTV | DIRECTV |
| 44047T109 |
8.94% |
HZNP | HORIZON PHARMA INC |
| 92343E102 |
8.74% |
VRSN | VeriSign Inc. |
| 57686G105 |
8.58% |
MATX | Matson Inc |
| 896945201 |
7.58% |
TRIP | TRIPADVISOR INC |
| 39530A104 |
7.53% |
GRH | Greenhunter Energy Inc-Restric |
Increases in positions as a percentage of market cap:
| CUSIP | Increased | Ticker | Name |
| G5784H106 |
361.97% |
MANU | MANCHESTER UTD PLC NEW |
| 64107N206 |
27.49% |
UEPS | Net 1 UEPS Technologies Inc |
| 06652K103 |
27.20% |
BKU | BANKUNITED INC |
| 86663B102 |
26.98% |
SNBC | Sun Bancorp Inc |
| 147154207 |
25.80% |
CACB | Cascade Bancorp |
| 584404107 |
25.36% |
MEG | MEDIA GEN INC |
| 09064Y307 |
24.24% |
BIOF | BioFuel Energy Corp. |
| 912318201 |
15.09% |
UNG | UNITED STATES NATL GAS FUND |
| 269279402 |
14.54% |
XCO | EXCO RESOURCES |
| 121220107 |
12.21% |
BKW | BURGER KING WORLDWIDE INC |
| 53635B107 |
11.90% |
LQDT | Liquidity Services, Inc. |
| 29788A104 |
10.06% |
EOPN | E2open, Inc. |
| G0585R106 |
10.03% |
AGO | Assured Guaranty Ltd. |
| 25490A309 |
9.48% |
DTV | DIRECTV |
| 896945201 |
9.21% |
TRIP | TRIPADVISOR INC |
| 779376102 |
9.21% |
ROVI | ROVI CORP |
| 44047T109 |
8.94% |
HZNP | HORIZON PHARMA INC |
| 92343E102 |
8.74% |
VRSN | VeriSign Inc. |
| 57686G105 |
8.58% |
MATX | Matson Inc |
| 760975102 |
7.60% |
RIMM | RESEARCH IN MOTION LTD |
| 39530A104 |
7.53% |
GRH | Greenhunter Energy Inc-Restric |
| 07556Q105 |
7.41% |
BZH | Beazer Homes USA Inc |
| 194014106 |
7.06% |
CFX | Colfax Corporation |
Decreases in positions as a percentage of market cap:
| CUSIP | Decreased | Ticker | Name |
| 147154207 |
-28.97% |
CACB | Cascade Bancorp |
| 98417P105 |
-27.68% |
XIN | XINYUAN REAL ESTATE CO LTD |
| 624756102 |
-27.02% |
MLI | MUELLER INDS INC |
| 06652K103 |
-26.06% |
BKU | BANKUNITED INC |
| 64107N206 |
-24.77% |
UEPS | Net 1 UEPS Technologies Inc |
| 86663B102 |
-21.46% |
SNBC | Sun Bancorp Inc |
| 83545G102 |
-18.35% |
SAH | SONIC AUTOMOTIVE INC CL A |
| 09064Y109 |
-15.81% |
BIOF | BIOFUEL ENERGY CORP |
| 014481105 |
-15.75% |
ALEX | Alexander & Baldwin Inc |
| 269279402 |
-13.78% |
XCO | EXCO RESOURCES |
| 007865108 |
-11.85% |
ARO | Aeropostale Inc |
| 205862402 |
-11.69% |
CMVT | COMVERSE TECHNOLOGY INC |
| G0585R106 |
-10.38% |
AGO | Assured Guaranty Ltd. |
| 499183804 |
-10.21% |
KNOL | KNOLOGY INC |
| 25490A101 |
-9.29% |
DTV | DIRECTV-CLASS A |
| 74165N105 |
-8.79% |
PRMW | PRIMO WTR CORP |
| 760276105 |
-8.36% |
RJET | REPUBLIC AWYS HLDGS INC |
| 359360104 |
-8.22% |
FFEX | FROZEN FOOD EXPRESS INDS INC |
| 440441400 |
-8.16% |
HRZCA | HORIZON TELCOM – CLASS A |
| 647581107 |
-8.06% |
EDU | NEW ORIENTAL ED & TECH GRP I |
| 939640108 |
-7.94% |
WPO | Washington Post |
| 960908309 |
-7.67% |
WPRT | WESTPORT INNOVATIONS INC |
| 871206405 |
-7.48% |
SCMR | SYCAMORE NETWORKS INC |
| 863236105 |
-7.44% |
STRA | STRAYER ED INC |
| 918866104 |
-7.31% |
VCI | VALASSIS COMMUNICATIONS INC |
| 532791100 |
-7.07% |
LNCR | LINCARE HOLDINGS INC. |
Largest amount of stocks sold out in entire:
| CUSIP | Sold | Ticker | Name |
| 147154207 |
-28.97% |
CACB | Cascade Bancorp |
| 98417P105 |
-27.68% |
XIN | XINYUAN REAL ESTATE CO LTD |
| 624756102 |
-27.02% |
MLI | MUELLER INDS INC |
| 06652K103 |
-26.06% |
BKU | BANKUNITED INC |
| 64107N206 |
-24.77% |
UEPS | Net 1 UEPS Technologies Inc |
| 86663B102 |
-21.46% |
SNBC | Sun Bancorp Inc |
| 09064Y109 |
-15.81% |
BIOF | BIOFUEL ENERGY CORP |
| 014481105 |
-15.75% |
ALEX | Alexander & Baldwin Inc |
| 269279402 |
-13.78% |
XCO | EXCO RESOURCES |
| 007865108 |
-11.85% |
ARO | Aeropostale Inc |
| 205862402 |
-11.69% |
CMVT | COMVERSE TECHNOLOGY INC |
| G0585R106 |
-10.38% |
AGO | Assured Guaranty Ltd. |
| 499183804 |
-10.21% |
KNOL | KNOLOGY INC |
| 25490A101 |
-9.29% |
DTV | DIRECTV-CLASS A |
| 74165N105 |
-8.79% |
PRMW | PRIMO WTR CORP |
| 760276105 |
-8.36% |
RJET | REPUBLIC AWYS HLDGS INC |
| 440441400 |
-8.16% |
HRZCA | HORIZON TELCOM – CLASS A |
| 939640108 |
-7.94% |
WPO | Washington Post |
| 871206405 |
-7.48% |
SCMR | SYCAMORE NETWORKS INC |
| 647581107 |
-7.47% |
EDU | NEW ORIENTAL ED & TECH GRP I |
| 863236105 |
-7.44% |
STRA | STRAYER ED INC |
| 918866104 |
-7.31% |
VCI | VALASSIS COMMUNICATIONS INC |
| 532791100 |
-7.07% |
LNCR | LINCARE HOLDINGS INC. |
Finally, a list of the largest companies held by my investors where there is still net buying going on:
| G5784H106 |
NA |
MANU | MANCHESTER UTD PLC NEW |
| 313549404 |
94.11% |
FDML | FEDERAL MOGUL CORP |
| 451100101 |
92.72% |
IEP | ICAHN ENTERPRISES LP |
| 25388BAD6 |
51.94% |
DRIV | DIGITAL RIV INC |
| 09064Y307 |
40.95% |
BIOF | BioFuel Energy Corp. |
| 63934E108 |
33.61% |
NAV | Navistar International Corp |
| 708160106 |
31.98% |
JCP | PENNEY J C INC |
| 254423106 |
31.23% |
DIN | DINEEQUITY INC |
| 584404107 |
29.86% |
MEG | MEDIA GEN INC |
| 64107N206 |
27.49% |
UEPS | Net 1 UEPS Technologies Inc |
| 06652K103 |
27.20% |
BKU | BANKUNITED INC |
| 86663B102 |
26.98% |
SNBC | Sun Bancorp Inc |
| 76117W109 |
24.37% |
RFP | Resolute Forest Products Inc |
| 92552V100 |
23.72% |
VSAT | VIASAT INC |
| 896945201 |
23.44% |
TRIP | TRIPADVISOR INC |
| L00849106 |
23.41% |
AGRO | ADECOAGRO SA |
| 549463AH0 |
22.73% |
ALU | LUCENT TECHNOLOGIES INC |
| 405217100 |
21.86% |
HAIN | HAIN CELESTIAL GROUP INC |
| 165167107 |
20.76% |
CHK | CHESAPEAKE ENERGY CORP |
| 615369105 |
20.32% |
MCO | Moody’s |
| 912318201 |
20.06% |
UNG | UNITED STATES NATL GAS FUND |
| 812139301 |
19.92% |
ZZ | SEALY CORP |
| 874054109 |
18.64% |
TTWO | TAKE-TWO INTERACTIVE SOFTWAR |
| 205363104 |
18.40% |
CSC | COMPUTER SCIENCES CORP |
| 92927K102 |
17.65% |
WBC | WABCO HOLDINGS INC |
| 459028106 |
17.54% |
INTL | INTL FCStone Inc |
| 92343E102 |
17.33% |
VRSN | VeriSign Inc. |
| 42983D104 |
17.30% |
ONE | HIGHER ONE HLDGS INC |
| N7902X106 |
17.11% |
ST | SENSATA TECHNOLOGIES HLDG BV |
| 913837100 |
16.53% |
USAP | UNIVERSAL STAINLESS & ALLOY |
| 194014106 |
15.31% |
CFX | Colfax Corporation |
| N93540107 |
15.30% |
VPRT | VISTAPRINT N V |
| 760975102 |
14.96% |
RIMM | RESEARCH IN MOTION LTD |
| 269279402 |
14.84% |
XCO | EXCO RESOURCES |
| 806037107 |
14.56% |
SCSC | Scansource Inc |
| 79377W108 |
14.37% |
SKS | Saks Incorporated |
| M25082104 |
14.06% |
CKSW | ClickSoftware Ltd. |
| 151290889 |
13.89% |
CX | CEMEX SAB-SPONS ADR PART CER |
| 45166R204 |
13.86% |
IDIX | IDENIX PHARMACEUTICALS INC |
| H84989104 |
13.58% |
TEL | TE CONNECTIVITY LTD |
| 064058100 |
13.57% |
BK | BANK OF NEW YORK MELLON CORP |
| 88033G100 |
13.46% |
THC | TENET HEALTHCARE CORP |
| 53635B107 |
12.86% |
LQDT | Liquidity Services, Inc. |
| 779376102 |
12.63% |
ROVI | ROVI CORP |
| 121220107 |
12.21% |
BKW | BURGER KING WORLDWIDE INC |
| 345838106 |
12.16% |
FRX | Forest Labs |
| 79546E104 |
12.09% |
SBH | SALLY BEAUTY HLDGS INC |
| 00724F101 |
11.91% |
ADBE | ADOBE SYSTEMS INC |
| 65248E104 |
11.82% |
NWSA | NEWS CORP |
| 421933102 |
11.64% |
HMA | HEALTH MGMT ASSOC INC NEW |
| 24702R101 |
11.59% |
DELL | Dell Inc |
| 31428X106 |
11.54% |
FDX | FEDEX CORP |
| 62944T105 |
11.29% |
NVR | NVR INC |
| 741503403 |
11.13% |
PCLN | PRICELINE COM INC |
| 512815101 |
10.95% |
LAMR | LAMAR ADVERTISING CO |
| 84264A102 |
10.87% |
SSE | Southern Connecticut Bancorp |
| 037604105 |
10.57% |
APOL | Apollo Group Inc Cl A |
| 90341W108 |
10.51% |
LCC | US Airways Group Inc |
| 150870103 |
10.28% |
CE | CELANESE CORP-SERIES A |
| 66988K102 |
10.24% |
NCQ | NOVACOPPER INC |
| 191216100 |
10.21% |
KO | COCA COLA COMPANY |
| 20854P109 |
10.09% |
CNX | CONSOL ENERGY INC |
| 14040H105 |
10.08% |
COF | CAPITAL ONE FINANCIAL CORP |
| 29788A104 |
10.06% |
EOPN | E2open, Inc. |
| 12504L109 |
10.02% |
CBG | CBRE GROUP INC |
| 489170100 |
9.97% |
KMT | Kennametal Inc. |
| 871503108 |
9.90% |
SYMC | SYMANTEC CORP |
| G02602103 |
9.71% |
DOX | AMDOCS LTD COMMON STOCK GBP.00 |
| 30226D106 |
9.59% |
EXTR | EXTREME NETWORKS INC |
| 25490A309 |
9.48% |
DTV | DIRECTV |
| G27823106 |
9.16% |
DLPH | Delphi Automotive PLC |
| 774341101 |
9.09% |
COL | Rockwell Collins Inc. |
| 880779103 |
9.08% |
TEX | TEREX CORP NEW |
| 984332106 |
9.01% |
YHOO | YAHOO! INC |
| 44047T109 |
8.94% |
HZNP | HORIZON PHARMA INC |
| 45031U101 |
8.88% |
SFI | ISTAR FINL INC |
| 447011107 |
8.68% |
HUN | HUNTSMAN CORP |
| 66987E206 |
8.58% |
NG | NOVAGOLD RES INC |
| 57686G105 |
8.58% |
MATX | Matson Inc |
| 003881307 |
8.54% |
ACTG | ACACIA RESH CORP |
| 887317303 |
8.36% |
TWX | TIME WARNER INC |
| 53219L109 |
8.33% |
LPNT | LIFEPOINT HOSPITALS INC |
| 808513105 |
8.28% |
SCHW | SCHWAB CHARLES CORP NEW |
| 751212101 |
8.16% |
RL | RALPH LAUREN CORP |
| 812139400 |
8.15% |
ZZ | Sealy Corp |
| 370023103 |
7.92% |
GGP | GENERAL GROWTH PPTYS INC NEW |
| 171779309 |
7.86% |
CIEN | Ciena Corp. |
| 73172K104 |
7.73% |
PLCM | Polycom Inc |
| 774415103 |
7.72% |
ROC | ROCKWOOD HLDGS INC |
| 07556Q105 |
7.69% |
BZH | Beazer Homes USA Inc |
| 31620M106 |
7.65% |
FIS | Fidelity National Information |
| 39530A104 |
7.53% |
GRH | Greenhunter Energy Inc-Restric |
| 103304101 |
7.42% |
BYD | BOYD GAMING CORP |
| 257559203 |
7.42% |
UFS | DOMTAR CORP |
| 20451N101 |
7.41% |
CMP | Compass Minerals |
| 125581801 |
7.36% |
CIT | CIT GROUP INC. |
| 45666Q102 |
7.27% |
INFA | INFORMATICA CORP |
| G3157S106 |
7.26% |
ESV | ENSCO PLC |
| 251893103 |
7.23% |
DV | DeVry Inc. |
| 256677105 |
7.14% |
DG | DOLLAR GEN CORP NEW |
| Y2573F102 |
7.09% |
FLEX | FLEXTRONICS INTL LTD |
| 439734104 |
6.98% |
HFBC | HopFed Bancorp Inc. |
| 20564W105 |
6.97% |
SCOR | COMSCORE INC |
| 302130109 |
6.96% |
EXPD | Expeditors Int’l Wash Inc |
| 95082P105 |
6.95% |
WCC | WESCO INTL INC (this can?t be right) |
| 125509109 |
6.93% |
CI | CIGNA CORP |
| 192446102 |
6.86% |
CTSH | COGNIZANT TECHNOLOGY SOLUTIO |
| 588056101 |
6.75% |
MERC | Mercer International Inc. |
| 232820100 |
6.69% |
CYT | CYTEC INDUSTRIES INC |
| 591708102 |
6.68% |
PCS | METROPCS COMMUNICATIONS INC |
| 90384S303 |
6.50% |
ULTA | ULTA SALON COSMETCS & FRAG I |
| 868536103 |
6.46% |
SVU | SUPERVALU INC |
| 413160102 |
6.44% |
HLIT | HARMONIC INC |
| 204018105 |
6.39% |
CPBC | Community Partners Bancorp |
| 382550101 |
6.24% |
GT | GOODYEAR TIRE & |
| 265504100 |
6.18% |
DNKN | DUNKIN BRANDS GROUP INC |
| 432589109 |
6.12% |
HSH | Hillshire Brands Co |
| 918194101 |
6.08% |
WOOF | VCA Antech Inc |
| 024061103 |
5.90% |
AXL | American Axle & Mfg Hldgs |
| 233326107 |
5.86% |
DST | D S T SYSTEMS INC |
| 58501N101 |
5.84% |
MDVN | MEDIVATION INC |
| 867892101 |
5.75% |
SHO | SUNSTONE HOTEL INVS INC N |
| 143130102 |
5.72% |
KMX | CARMAX INC |
| 073302101 |
5.42% |
BEAV | BE Aerospace, Inc. |
| 026874784 |
5.34% |
AIG | AMERICAN INTL GROUP INC |
| 863667101 |
5.30% |
SYK | Stryker Corp |
| 05615F102 |
5.30% |
BWC | BABCOCK & WILCOX CO NEW |
That?s all for now.? Comments are welcomed below.
Full disclosure: long ORCL, WFC, SPLS, ESV, TEL
These charts are great, thanks for sharing them.
I’m curious – how are you generating them? How did you select your set of investors to follow?
Pulled the 13Fs from EDGAR for the last two quarters. Had to create my own database connecting CUSIPs to tickers.
Developed the list of managers from other manager lists, and then tossed out managers I did not think had talent, and added a few that I thought did have talent. Here’s the list:
Akre
Altai
Ancient Art
Appaloosa
Atlantic
Bares
Baupost
Blue Ridge
BP Capital (Pickens)
Brave Warrior
Breeden
Bridgewater
BRK
Capital Growth
Centaur
Centerbridge
Chou
Coatue
Dodge & Cox
Dreman
Eagle Capital
Eagle Value
Edinburgh
Fairfax
Farallon
Fiduciary
Force
FPA
Gates
Glenview
GoldenTree
Greenhaven
Greenlight
H Partners
Hawkshaw
Hayman
Hound
Hovde
Icahn
Intl Value
Invesco
Jana
JAT
Jensen
Joho
Lane Five
Leucadia
Lone Pine
M3F
Markel
Matrix
Maverick
MHR
Montag
MSD
Muhlenkamp
Pabrai
Parnassus
Passport
Pennant
Perry
Pershing Square
Price
Sageview
Scout
Soros
Southeastern
Third Point
Tiger Global
Tweedy Browne
ValueAct
Viking
Weitz
West Coast
Wintergreen
Yacktman
Looking forward to your commentary on the analysis of the 13F filings. Does this not result in simply chasing the herd? Interested to know if/how you adjust for the lag effect of the filings. @hawkingvalue