Here are the Compelling Reasons to Own Ferrari N.V. (RACE)
Bell Global Equities Fund, managed by Bell Asset Management, released its May investor update. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Lansing Management Sims Lansing | 40,229 | $14,976,854 | -5% | 9.07% |
| 2. | Miura Global Management Pasco Alfaro / Richard Tumure | 1,500 | $558,435 | 2.21% | |
| 3. | Aquamarine Capital Management Guy Spier | 30,000 | $11,114 | 7.71% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 838,310 | $310,869,947 | 0.69% | |
| 2. | 461,060 | $171,648,028 | 1.07% | |
| 3. | 439,810 | $163,406,598 | 0.44% | |
| 4. | 308,619 | $114,449,568 | 0.11% | |
| 5. | 184,129 | $68,535,268 | 0.09% |