Lowe’s Companies, Inc. (LOW), Coach, Inc. (COH), Google Inc (GOOG): Horseman Capital’s Riding With These Stocks

And fifth on our list is Wells Fargo & Co (NYSE:WFC), which is represented in Horsman’s 13F by 465,800 shares, the value of the stake amounting to $17.2 million. During the first three months of 2013, the position in Wells Fargo & Co (NYSE:WFC) declined by 4% or 20,900 shares.

In total, Horseman Capial Management disclosed 21 positions in its equity portfolio, with the value of the portfolio amounting to $220.5 million, up from $202 million disclosed at the end of 2012. And while the value of Horseman Capital’s equity portfolio is high, we also advise you to take a look at the 10 top hedge funds from our database.

David Blood and Al Gore’s Generation Investment Management, Julian Robertson, and Miura Global Management are a few other hedgies we’ve covered lately, for those interested.

Disclosure: none.