Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

John Horseman’s Top Picks From the Latest 13F

In its latest 13F, John Horseman‘s Horseman Capital Management has disclosed its holdings as held at the end of the fourth quarter of 2013. The total value of the fund’s equity portfolio is approximately $322.72 million.

Vipshop Holdings Ltd

We have picked Horseman Capital Management’s top five holdings in terms of value that the fund has held in its equity portfolio at the end of last year.

First on the list is Vipshop Holdings Ltd (ADR) (NYSE:VIPS), in which the fund owns 371,800 shares, with a reported value of $31.12 million. The holding decreased from 401,600 shares at the end of third quarter. The China based online discount retailer has a market cap of $5.67 billion.

The next is the global technology giant, Google Inc. (NASDAQ:GOOG). The fund upped its stake to 24,900 shares, from 22,900 shares held at the end of September. The value of the current holding has surged to $27.91 million from $20.06 million in the previous quarter.

On the third spot is Wells Fargo & Co (NYSE:WFC), in which the fund disclosed a $25.84 million stake, which amasses 569,200 shares. The holding increased marginally from 523,600 shares held at the end of the third quarter of 2013. Another fund who is bullish on the bank holding company is Warren Buffett’s Berkshire Hathaway, with the largest stake of 463.46 million shares in the company.

The next on the list is the global investment bank, Goldman Sachs Group Inc (NYSE:GS), another stock, in which John Horseman increased his position to 135,500 shares, from 124,600 shares. The value of the current holding surged to $24.02 million from $19.71 million at the end of the third quarter.

Coach Inc (NYSE:COH), is the fifth largest holding. Horseman Capital Management increased its stake to 417,000 shares, which is equivalent to $23.41 million at the end of last year. This compares to 387,000 shares, worth $21.10 million, held by the fund in the third quarter of 2013.

Disclosure:none

Recommended Reading:

Richard Blum’s Latest 13F Shows Strong Focus on Services

Broadfin Capital Initiates Stake in Eleven Biotherapeutics (EBIO) Following Its IPO

Hedge Fund News: Thomas Steyer, David Einhorn & Carl Icahn

DOWNLOAD FREE REPORT: Warren Buffett's Best Stock Picks

Let Warren Buffett, George Soros, Steve Cohen, and Daniel Loeb WORK FOR YOU.

If you want to beat the low cost index funds by 19 percentage points per year, look no further than our monthly newsletter.In this free report you can find an in-depth analysis of the performance of Warren Buffett's entire historical stock picks. We uncovered Warren Buffett's Best Stock Picks and a way to for Buffett to improve his returns by more than 4 percentage points per year.

Bonus Biotech Stock Pick: You can also find a detailed bonus biotech stock pick that we expect to return more than 50% within 12 months.
Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading...