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Meryl Witmer’s Top Pick At the Ira Sohn Conference

Meryl Witmer (Eagle Value Partners) recommended Gildan Activewear (GIL) at the Ira Sohn Conference. Gildan Activewear is the second largest position in Witmer’s 13F portfolio. Eagle Value Partners had $10 million invested in the stock. The fund’s largest position is Macquarie Infrastructure (MIC). The fund had $12 million invested in MIC at the end of March.

Viacom, Inc. (NASDAQ:VIAB)

Meryl Witmer also mentioned that she likes Viacom (VIA). Her fund had $3 million invested in Viacom,  one of her smaller positions.