Bruce Berkowitz’s Top Buys
Mercury General: MCY writes risk classifications for automobile insurance; the company’s biggest market is California. We view MCY as a turnaround story given a tough last few years. In December 2011...
| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1.) | Berkshire Hathaway Warren Buffett |
200,000,000 | $13,994,002 |  |
21.15% |
| 2.) | Cantillon Capital Management William Von Mueffling |
3,564,822 | $249,431 | +7% |
13.19% |
| 3.) | Horseman Capital Management John Horseman |
421,000 | $29,457 | +17% |
10.05% |
| 4.) | Manikay Partners Shane Finemore |
600,000 | $41,982 | |
8.41% |
| 5.) | Lansdowne Partners Paul Ruddock And Steve Heinz |
5,593,326 | $391,365 | -41% |
6.12% |
| Insider | Price | Amount | Relationship | Remaning Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.7481 | 6507 | Director | 14029 | 2012-04-27 | Filing | |
| $76.9756 | 264000 | Director | 2000000 | 2012-04-27 | Filing | |
| $68.8605 | 3626 | Director | 7522 | 2012-02-28 | Filing | |
| $68.8597 | 1000 | Director | 1000 | 2012-02-24 | Filing | |
| $69.27 | 3000 | Director | 7825 | 2012-02-22 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.3349 | 91782 | Other | 52369 | 2012-04-30 | Filing | |
| $76.7847 | 20000 | Officer | 36354 | 2012-05-01 | Filing | |
| $76 | 85000 | Officer | 0 | 2012-04-27 | Filing | |
| $73.45 | 15000 | Officer | 36354 | 2012-03-29 | Filing | |
| $72 | 85000 | Officer | 0 | 2012-03-28 | Filing |
