Donald Yacktman’s Top Five Picks
We generally follow hedge funds, but we also keep a close eye on successful mutual fund managers. Donald Yacktman has been very successful over the last decade. However, Donald Yacktman’s eponymous...
Hedge Fund - Legg Mason Capital Management
Bill Miller Bio, Returns, Net Worth
Bill Miller was on top of the investment world just 5 years ago. Since then his $3.85 Billion Legg Mason Capital Management Value (LMVTX) mutual fund lost nearly 40%, whereas the SPY had a slightly positive return.
Fund Profile
Showing:
| Fund Name: | Legg Mason Capital Management |
| Manager | Bill Miller |
| Portfolio Value | $7,168,973,000 |
| Change This QTR | +0.96% |
Top Holdings
Showing:
Sorted by:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | AAPL | 544,599 | $220,563 | -9% |
3.07% | |
| 2.) | EBAY | 6,400,998 | $194,143 | -15% |
2.7% | |
| 3.) | BLK | 901,321 | $160,652 | -17% |
2.24% | |
| 4.) | PM | 2,007,563 | $157,554 | -16% |
2.19% | |
| 5.) | EMC | 6,801,733 | $146,510 | -16% |
2.04% | |
| 6.) | MSFT | 5,590,077 | $145,119 | -32% |
2.02% | |
| 7.) | GE | 8,070,266 | $144,539 | -5% |
2.01% | |
| 8.) | PEP | 2,177,347 | $144,467 | -22% |
2.01% | |
| 9.) | ABT | 2,496,944 | $140,403 | -10% |
1.95% | |
| 10.) | MDT | 3,632,012 | $138,925 | -18% |
1.93% | |
| 11.) | CELG | 2,029,561 | $137,199 | -19% |
1.91% | |
| 12.) | PG | 2,043,173 | $136,301 | -21% |
1.9% | |
| 13.) | PFE | 6,255,792 | $135,376 | -8% |
1.88% | |
| 14.) | CSCO | 7,347,844 | $132,850 | -28% |
1.85% | |
| 15.) | LOW | 5,196,096 | $131,877 | +147% |
1.83% | |
| 16.) | TWX | 3,553,889 | $128,438 | -8% |
1.79% | |
| 17.) | UAL | 6,812,003 | $128,543 | -15% |
1.79% | |
| 18.) | JNJ | 1,944,242 | $127,504 | -12% |
1.77% | |
| 19.) | COP | 1,729,910 | $126,059 | -9% |
1.75% | |
| 20.) | PNC | 2,165,341 | $124,876 | -11% |
1.74% |
News, Interviews and Investor Letters
What Does Warren Buffett See in US Bancorp?
Warren Buffett is one of the most well-respected money managers in history, so, when his Berkshire Hathaway has a large position in a company, it is generally worth taking note. US Bancorp (USB) is one...
Is Bristol Myers A Good Investment?
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Making a Case for Teva Pharmaceutical Industries $TEVA
Teva Pharmaceutical Industries (TEVA) has been expanding and gaining market share through aggressive acquisitions and product development programs recently. Over the past few years, the company has grown...
Jim Cramer’s Top Dividend Stock Picks
Former hedge fund manager Jim Cramer believes that “there is always a bull market somewhere.” Cramer, who is the host of CNBC’s “Mad Money,” helps investors to find this “bull market”. Thousands...
Hedge Fund News: Paulson in Bermuda, Legg Mason, Leverage, China Mobile
The Bermuda government has welcomed the news that a new reinsurance entity will set up shop in Bermuda from June 1, 2012, as part of a joint venture between Validus Group and hedge fund manager John Paulson...
Legg Mason’s Top 10 Positions Returned 20% So Far This Year
Bill Miller, Legg Mason Capital Management’s former Chairman and Chief Investment Officer, announced last November that he would turn over full management of the Value Trust to Sam Peters, who was the...
Why Hedge Funds Love Abbott Laboratories $ABT
Spinoffs are usually able to unlock some value in a company– usually a sizable value. As such, when a company announces a spin off, investors of all sorts clamor to get a piece of the action, hedge...
Is GM A Good Stock To Buy Right Now?
General Motors (NYSE: GM) has been through bankruptcy and back, exiting a Chapter 11 reorganization in 2009. Since then, the manufacturer of automobiles under brands such as Chevrolet, Buick, and Cadillac...
Is EMC Corp A Good Stock To Buy?
EMC Corp (EMC) was the top provider of disk storage systems in the fourth quarter of 2011. According to research firm IDC, EMC has a market share of nearly 23%, followed by Hewlett-Packard Company (HPQ...
Best High Dividend Pharma Stocks
In an investor’s quest for yield, stocks in the pharmaceutical industry are a great place to look. In spite of the oft-talked about looming patent cliff, large pharmaceutical companies still have large...
Tom Gayner’s Top Stock Picks
Tom Gayner has been the president of Market Gayner Asset Management Corporation, a subsidiary to Markel Corp (MKL), since December 1990. He is also currently the president and Chief Investment Officer...
Tom Brown’s Top Financial Picks
Tom Brown founded Second Curve Capital in 2000. The New York based hedge fund invests exclusively in the financial sector. Prior to founding Second Curve, Brown was working for Julian Robertson. He was...
Why Do Hedge Funds Love Pfizer $PFE?
Japan is not alone in undergoing a “lost decade.” Investors who bought shares of large cap pharmaceutical companies ten years ago have seen an overall price decline or flat performance from 2001 to...
What Do Hedge Funds See in General Motors $GM?
General Motors Company (GM) is the most popular automobile stock among hedge funds tracked by us. At the end of last year, there were 80 hedge funds reported to own GM in their 13F portfolios. David Einhorn...
