Seth Klarman’s Q1 Top Stock Picks
Last year was not a good year for hedge funds. The entire hedge fund industry struggled during the past year, but there were some exceptions. Take Seth Klarman’s Baupost Group for example. It ended...
| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1.) | 117,800 | $10,883 |  |
10.72% | |
| 2.) | Cantillon Capital Management William Von Mueffling |
1,862,047 | $172,035 | +5% |
9.1% |
| 3.) | Manikay Partners Shane Finemore |
300,000 | $27,717 | |
5.55% |
| 4.) | Generation Investment Management David Blood And Al Gore |
1,323,126 | $122,244 | -20% |
4.32% |
| 5.) | Lansdowne Partners Paul Ruddock And Steve Heinz |
2,540,351 | $234,703 | -4% |
3.67% |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.1883 | 8200 | Officer | 13740 | 2012-05-03 | Filing | |
| $100.1883 | 2839 | Officer | 10901 | 2012-05-03 | Filing | |
| $100.15 | 2664 | Officer | 14794 | 2012-05-03 | Filing | |
| $100.411 | 300 | Officer | 8665 | 2012-05-03 | Filing | |
| $100.41 | 150 | Officer | 8965 | 2012-05-03 | Filing |
