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.) | Childrens Investment Fund Chris Hohn |
51,556,633 | $919,770 | -4% |
47.29% |
| 2.) | Beach Point Capital Management Carl Goldsmith And Scott Klein |
2,981,917 | $56,149 | +0% |
44.14% |
| 3.) | Deccan Value Advisors Vinit Bodas |
1,537,200 | $27,424 | +2% |
22.28% |
| 4.) | Route One Investment Company William Duhamel |
3,231,000 | $58,740 |  |
13.6% |
| 5.) | Egerton Capital Limited John Armitage |
10,715,294 | $191,482 | +27% |
13.17% |
| Insider | Price | Amount | Relationship | Remaning Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.19 | 2719350 | Director | 3933990 | 2011-02-11 | Filing | |
| $17.53 | 80550 | Director | 4014540 | 2011-02-11 | Filing | |
| $16.81 | 1200100 | Director | 1214640 | 2011-02-08 | Filing | |
| $10.6 | 1850 | Director | 4350 | 2009-09-01 | Filing | |
| $6.5 | 5000 | Director | 5000 | 2009-03-12 | Filing |
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $20.26 | 120000 | Director | 29960 | 2012-02-29 | Filing | |
| $19.55 | 127800 | Officer | 235913 | 2012-02-23 | Filing | |
| $19.3 | 4550 | Officer | 4445 | 2012-02-13 | Filing | |
| $17.68 | 2500 | Director | 2500 | 2011-12-16 | Filing | |
| $16.76 | 1005084 | Director | 381229 | 2011-11-17 | Filing |
