Clint Carlson of Carlson Capital has also shared his big bets from this fall. In a recent SEC filing, Carlson revealed his biggest bet is Bunge Ltd (NYSE:BG). Carlson has reported ownership of approximately 2.5 million shares valued at $186 million. The fund’s second biggest holding is WellPoint, Inc.(NYSE:WLP), with 1.6 million shares and a reported value of $140 million.
Carlson is also invested in Life Technologies Corp. (NASDAQ:LIFE), Elan Corporation, plc (ADR)(NYSE:ELN) and Valero Energy Corporation (NYSE:VLO), rounding out its top five.