Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

Hedge Fund Manager Boykin Curry’s Top Stock Picks

Page 1 of 2

Ravenel Boykin Curry III founded Eagle Capital Management in 1988. Eagle looks for a combination of two things when it invests: a reasonable price for the current business (though not necessarily “undervalued”) and some strategic development that gives the fund the equivalent of a call option- if it works out the stock appreciates in price dramatically, while if it doesn’t there is in theory little change in the stock price as Eagle has been sure to buy at an understandable price. The fund also likes to snap up stocks which are temporarily depressed due to poor investor sentiment.

The most recent 13F filing for Eagle covers many of its long equity positions at the end of September. That is some time ago, obviously, but our analysis of the fund is that it tends to be a long-term investor with only modest changes in its position sizes from quarter to quarter. As a result we’d think that most of its top picks are still among the largest holdings in its portfolio. Read on for a quick look at the five largest 13F positions as of the end of the third quarter or see the full list of stocks Eagle reported owning.

EAGLE CAPITAL MANAGEMENTBerkshire Hathaway Inc. (NYSE:BRK.B). Curry apparently believes that Warren Buffett and his team are still great money managers, and Eagle actually increased its stake in Berkshire during the third quarter to a total of 8.6 million shares. This gave the fund more than $750 million invested in the holding company. Check out Buffett’s stock picks. Berkshire currently trades at a premium to the book value of its equity.

Wal-Mart, Comcast, and two more stocks:

Page 1 of 2
Loading Comments...
X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!