Ron Gutfleish runs hedge fund Elm Ridge Capital, with over $2 billion in AUM. Elm Ridge Capital returned an average of 9.5% between 2009 and 2011. Ron Gutfleish previously worked at Leon Cooperman’s Omega Advisors and Goldman Sachs. He has a Ph.D. from University of California Berkeley.
| Fund Name: | Elm Ridge Capital |
| Manager | Ron Gutfleish |
| Portfolio Value | $892,625,000 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | LMT | 437,636 | $42,241 |  |
4.73% | |
| 2.) | MBI | 3,941,977 | $40,484 | |
4.53% | |
| 3.) | AGO | 1,921,452 | $39,601 | |
4.43% | |
| 4.) | RRD | 3,185,815 | $38,389 | |
4.3% | |
| 5.) | BSX | 4,852,041 | $37,894 | |
4.24% | |
| 6.) | MRK | 808,240 | $35,724 | |
4% | |
| 7.) | SWY | 1,325,728 | $34,933 | |
3.91% | |
| 8.) | QUAD | 1,445,931 | $34,616 | |
3.87% | |
| 9.) | AIG | 880,743 | $34,190 | |
3.83% | |
| 10.) | DELL | 2,234,141 | $32,015 | |
3.58% |
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