Kyle Bass and Hayman Capital’s Top Stock Picks: General Motors Company (GM), Vodafone Group Plc (ADR) (VOD) & Others

In its 13F filing, Kyle Bass’ Hayman Advisors, revealed its holdings for the fourth quarter ended 2013. The value of its equity portfolio surged to $774.72 million from $29.89 million at the end of the third quarter of 2013. We have picked five companies in which the Hayman Advisors holds the largest long positions in terms of value.

Kyle Bass
The first one is General Motors Company (NYSE:GM). Hayman Advisors initiated a stake in the company during the last three months of 2013, and currently holds 4.61 million shares of GM, worth $188.25 million.

On the second position is Vodafone Group Plc (ADR) (NASDAQ:VOD), a mobile communications company, in which Hayman Advisors revealed holding 3.12 million shares, worth $122.73 million. The position has been significantly boosted from 1.35 million shares held at the end of the third quarter.

Paulson & Co, managed by John Paulson, held 20.0 million shares of Vodafone Group Plc (ADR) (NASDAQ:VOD), at the end of the third quarter.

Next on the list is NRG Energy Inc (NYSE:NRG), a wholesale power generation and retail electricity company. The fund upped its position in this company to 2.97 million shares from 1.15 million shares held at the end of the previous quarter. The value of the current holding is $85.31 million.

At the end of the last quarter, David Crane, President & CEO at NRG Energy Inc (NYSE:NRG), sold 554,515 shares of the company.

On the third spot is another new position represented by Kinder Morgan Inc (NYSE:KMI), a company that owns and manages a portfolio of energy transportation and storage assets. As at the end of last year, Hayman revealed holding 2.35 million shares with a reported value of $84.72 million.

Richard Kinder, Chairman and CEO at Kinder Morgan Inc (NYSE:KMI), purchased 828,324 shares of the company a couple of months ago.

PennyMac Mortgage Investment Trust (NYSE:PMT), a specialty finance company, stood on the fifth spot, with a stake of 3.57 million shares. The position was added in the third quarter and remained unchanged over the quarter, the value of the holding, however, increased to $81.97 million from $80.97 million.

Disclosure: none

Recommended reading:

Valiant Capital’s Top Picks From The Latest 13: Apple Inc. (AAPL), Liberty Global plc (LBTYA) & More

A Look At The Top Five Picks of John Griffin’s Blue Ridge Capital

Wilbur Ross’ Invesco Private Capital Top Picks: Navigator Holdings Ltd. (NVGS), Assured Guaranty Ltd. (AGO) & More

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. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

On the Move: The 10 Fastest Growing Businesses in 2015

Fast Money: The 10 Highest Paying Fast Food Restaurants

Mixing It Up: The 14 Best Music Mashups of 2014

Rito Pls Buff: The 10 Least Played Champions in LoL Season 4

10 Covers of Popular Songs that are Better than the Originals

Must See TV: The 9 Most Anticipated Shows of 2015

The 15 Biggest Box Office Bombs of All Time

10 Things The World Can’t Stand About Americans

Picture Perfect: The 6 Smartphones with the Best Cameras

The 10 Best Countries To Work In the World

A Profitable Day At The Track: 5 Tips For Betting On Horses

Tearing You Apart: 6 Bad Habits That Ruin Relationships

Learning on the Job: The 6 Biggest Mistakes Parents Make

Shopaholics Rejoice: The 12 Biggest Malls in the World

Fright Night: 10 Horror Movies Based on True Stories

Mach Mania: The 10 Fastest Jets in the World

Military Heavyweights: The 10 Countries with the Most Tanks

All In: The 7 Richest Poker Players in the World

Abracadabra: The 10 Best Magicians in the World

The 10 Richest Asian Countries in the World in 2014

Eyes in the Sky: 10 Things You Need to Know About Drones

Rising Stars: The 6 Best Silicon Valley Startups

Military Muscle: The 5 Most Advanced Armies in South America

All that Glitters: The 7 Most Luxurious Jewelry Brands in the World

5 Things You Didn’t Know About ISIS but Should

Empowering Your Money: The 5 Best Energy Stocks to Invest In

The 11 Best Android Apps You Can’t Get on iOS

The 10 Most Important International Conflicts in 2014

Mood Enhancers: The 20 Most Uplifting Songs of all Time

Lover Beware: The 8 Countries that Cheat the Most

Breath of Fresh Air: The 25 Countries with the Best Air Quality on the Planet

Singles Beware: The 8 Worst Mistakes Made on First Dates

Healthy and Happy: The 10 Countries with Lowest Healthcare Costs

The 6 Best Company Team Building Activities to Build Workplace Camaraderie

Ships Ahoy: The 10 Busiest Shipping Ports in the World

10 Productivity Tips to Save You Time and Help You Do More With Less

Grab a Bite: The Most Popular Fast Food Restaurants in America

Friday Night Thirst: The 10 Most Popular Cocktails in the World

The 6 Greatest Unsolved Mysteries We May Never Figure Out

7 Useless Products You Never Should’ve Bought

The 5 Reasons Why You’re Single and Miserable

The 7 Most Addictive Foods in the World We Can’t Stop Eating (Even Though We Should)

5 Amazing Places You Can Swim with Dolphins

The Top 7 Most Livable Countries In The World

The 10 Most Expensive Baseball Cards Ever Pulled From A Pack

The 5 Easiest Second Languages to Learn for English Speakers

Silver Spoon: The 6 Richest Families in the World

The 20 Countries with the Largest Prison Populations in the World

The Top 10 Richest Actors in the World

The 10 Best Airline Stocks to Invest In Before They Fly Too High

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!