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 Click to see monthly returns in table format!

Lists

6 Movies That You Should Watch to Better Understand The Cold War

Top 15 Best Paying Jobs for Women in 2014

Top 6 Things Rich People Do Differently Every Day

5 Retirement Mistakes To Avoid (and Einstein’s Famous Quote)

11 Smartest People in the World

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Top 9 Most Popular Free iPhone Apps

Top 10 Least Expensive Private Business Schools in the US

Top 15 Most Expensive Countries in the World – 2014

Top 6 Tax Scams and How to Protect Yourself

Top Businesses to Invest In

Top 5 Things You Might Be Doing Wrong With Your Business

Top 5 Strategic Technology Trends in 2014

Top Rags to Riches Stories

Parenting Behavior That Promotes Future Leaders

Top 5 Mistakes Made by Small Businesses

Top 5 Most Common and Potentially Devastating Financial Blunders

Top 5 Highest Paying Jobs for Web Designers

Top 6 Most Respected Professions that Also Pay Well

Top 5 Pitfalls Investors Should Avoid

Top 6 Lawyers and Policy Makers Under 30

Top 6 New Year’s Resolutions for Entrepreneurs

Top 7 Locations to Check in on Facebook

Top 5 Mistakes made by Rookie eBay Sellers

Top 7 eBook Publishers in 2013

Top 6 Health Industry Trends in 2014

5 Lessons for Entrepreneurs from Seth Godin

Top 5 Success Tips from Jordan Belfort – the Wolf of Wall Street

Best Master’s in Finance Degree Programs

Top 6 Earning Celebrities Over 50

The most expensive sports to play

Top 7 Earning Celebrities Under 25

Best 7 Online Courses to Take: Free Finance MOOCs

Top 6 Bad Habits that Promote Failure

20 Most Valuable Soccer Teams in the World in 2013

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!