John Horseman’s Top Picks From the Latest 13F

In its latest 13F, John Horseman‘s Horseman Capital Management has disclosed its holdings as held at the end of the fourth quarter of 2013. The total value of the fund’s equity portfolio is approximately $322.72 million.

Vipshop Holdings Ltd

We have picked Horseman Capital Management’s top five holdings in terms of value that the fund has held in its equity portfolio at the end of last year.

First on the list is Vipshop Holdings Ltd (ADR) (NYSE:VIPS), in which the fund owns 371,800 shares, with a reported value of $31.12 million. The holding decreased from 401,600 shares at the end of third quarter. The China based online discount retailer has a market cap of $5.67 billion.

The next is the global technology giant, Google Inc. (NASDAQ:GOOG). The fund upped its stake to 24,900 shares, from 22,900 shares held at the end of September. The value of the current holding has surged to $27.91 million from $20.06 million in the previous quarter.

On the third spot is Wells Fargo & Co (NYSE:WFC), in which the fund disclosed a $25.84 million stake, which amasses 569,200 shares. The holding increased marginally from 523,600 shares held at the end of the third quarter of 2013. Another fund who is bullish on the bank holding company is Warren Buffett’s Berkshire Hathaway, with the largest stake of 463.46 million shares in the company.

The next on the list is the global investment bank, Goldman Sachs Group Inc (NYSE:GS), another stock, in which John Horseman increased his position to 135,500 shares, from 124,600 shares. The value of the current holding surged to $24.02 million from $19.71 million at the end of the third quarter.

Coach Inc (NYSE:COH), is the fifth largest holding. Horseman Capital Management increased its stake to 417,000 shares, which is equivalent to $23.41 million at the end of last year. This compares to 387,000 shares, worth $21.10 million, held by the fund in the third quarter of 2013.

Disclosure:none

Recommended Reading:

Richard Blum’s Latest 13F Shows Strong Focus on Services

Broadfin Capital Initiates Stake in Eleven Biotherapeutics (EBIO) Following Its IPO

Hedge Fund News: Thomas Steyer, David Einhorn & Carl Icahn

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

10 Most Influential Papers In Economics

Top 8 Biggest Charities in the US

10 Worst Celebrity Career Moves Ever

Top 10 Best Paid Tennis Stars in the World

10 Cities with High Demand for Nurses

6 of the Worst Greeting Card Messages Ever Crafted

6 Ways to Make Money in ArcheAge and Build Your Empire

10 Foods To Eat To Lower Cholesterol Levels

The 10 Most Hated Television Characters of All Time

The 30 Worst Halloween Costume Ideas Ever Brought to Horrible Life

10 Vocational Skills in Demand Today with Jobs Waiting to be Filled

10 Best Places to Visit in Central and South America

The 10 Greatest Empires in History Which Nearly Conquered the World

The 6 Cheapest Boarding Schools In America 2015

5 Clear Reasons LoL is Better than DotA, Continues to Rule MOBAs

The Only 9 Teams with a Chance to Win the Super Bowl

The 15 Most Common Phobias in America that Induce Fits of Panic

Top 6 Least Expensive Tourist Destinations in 2014

Jim Goetz, Peter Fenton, Jim Breyer: Top 6 Venture Investors for 2014

Top 15 Billionaires in 2014

5 Pitfalls To Avoid When Buying a Franchise

Top 20 Medical Schools in the US – 2014 Rankings

4 Business Strategies that Turned Jamie Oliver into the World’s Richest Chef

6 Qualities That Make You A Good Team Player

10 High Paying Seasonal Jobs in America this Holiday Season

The 10 Busiest Shipping Lanes in the World

5 Most Valuable Brands in China

The 10 States with Highest Substance Abuse Rates Crippling Their Populace

The Top 10 Things to Do Before You Die That Will Echo for Eternity

The 10 Best Selling Items on Etsy

Top 10 Things to Do in Tokyo, the Greatest City in the World

10 Mistakes on Social Media that Can Harm You and Will Probably Get You Canned

The 10 Best Cities to Find Jobs in 2014

The 10 Most Controversial Songs Of All Time to Hit (and get Banned from) the Airwaves

The 20 Biggest IPOs in US History

The 10 Best Places to Visit in Mexico that Are Beautiful and Safe

7 Bad Habits that Age You Beyond Your Years

The 40 Best Fortune Cookie Sayings That Will Leave You Bemused, Befuddled, or Beguiled

10 Foods to Eat Before a Workout to Make Every Drop of Sweat Count

The 5 Best Documentaries On Netflix You Must See

The Most Heartwarming and Inspirational Story Of This Halloween Season, It Will Make You Cry and Jump For Joy

10 Best Party Songs of All Time to Bring the House Down With

5 New World Order Conspiracy Theories that Will Strangle the World

The 10 Highest Rated Movies of 2014

The 10 Largest Container Shipping Companies in the World

The 10 Largest Armies in the World: Who Should We Be Afraid Of?

Best Warren Buffett Quotes on Money You Need to Hear

The 10 Highest Suicide Rates by Profession

The 20 Most Underrated Movies of All Time

The 10 Fastest Growing Companies in America

Subscribe

Enter your email:

Delivered by FeedBurner

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 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!