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.) | Alden Global Capital Randall Smith |
9,475,613 | $126,689 | +2% |
13.59% |
| 2.) | Tcs Capital Management Eric Semler |
699,892 | $9,358 |  |
6.39% |
| 3.) | Goldentree Asset Management Steven Tananbaum |
993,065 | $13,277 | -81% |
4.79% |
| 4.) | Ariel Investments John W. Rogers |
11,519,553 | $154,016 | -11% |
3.54% |
| 5.) | Wexford Capital Charles Davidson |
1,250,000 | $16,713 | +6% |
1.95% |
| Insider | Price | Amount | Relationship | Remaning Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.0858 | 20000 | Director | 71800 | 2012-05-01 | Filing | |
| $14.8187 | 2500 | Director | 16153 | 2012-03-02 | Filing | |
| $14.9943 | 8000 | Director | 10000 | 2012-02-28 | Filing | |
| $15.2898 | 11100 | Director | 24332 | 2012-02-24 | Filing | |
| $15.51 | 15000 | Director | 51800 | 2012-02-23 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.2492 | 35750 | Officer | 0 | 2012-05-17 | Filing | |
| $13.13 | 9250 | Officer | 0 | 2012-05-18 | Filing | |
| $13.47 | 1004 | Officer | 7182 | 2011-12-30 | Filing | |
| $13.4612 | 8500 | Officer | 4819.947 | 2011-12-23 | Filing | |
| $16.29 | 16250 | Officer | 11497.079 | 2011-02-25 | Filing |
