Delta Air Lines, Inc. (DAL), Signet Jewelers Ltd. (SIG), Wells Fargo & Co (WFC): Mega-Investor Crispin Odey’s Top 5 Stocks

Rounding out our top five is Tesoro Corporation (NYSE:TSO), with the fund holding 2,247,416 shares worth approximately $131.6 million as of March 31, 2013, a big rise of over 1.5 million shares, or 223%, from the end of the prior quarter. Odey’s bullishness on Tesoro Corporation (NYSE:TSO) is shared by others; Barclays, for example, recently set a price target of $120 a share on the company, nearly double its current levels, primarily driven by the company’s acquisition of refinery assets in Canada, which originally belonged to BP plc (ADR) (NYSE:BP). Price action has also been strong, with Tesoro more than doubling over the past year to currently trade near the $62 mark.

Final thoughts

Crispin Odey is a large and very influential investor, and he has had some very successful years. The fund manager’s investments in Tesoro, PulteGroup, Inc. (NYSE:PHM), Wells Fargo & Co (NYSE:WFC), Signet Jewelers Ltd. (NYSE:SIG) and Delta Air Lines, Inc. (NYSE:DAL) are therefore worth watching for active investors. Continue preparing for 13F-filing season here.

Disclosure: none