[Allan Mecham, AVM 400% Man]

Anyone know/have the 2013 AVM letter?

[The 400% Man!]

Any glaring reasons for selling 40% of LUK stake, a position that was just opened last quarter?

 

Allan is on here and posts rarely. Maybe he'll respond to a PM.

 

Seems that many value investors that held JEF that got shares of LUK have trimmed their LUK shares.  I personally think it is just a bit a profit taking not a negative on LUK at all.  Scan some of the 13f files for some of the investors we follow and you will see most of them trimmed a bit.

 

I would love to hear more wisdom from Allan here on the site.

[Boyle Capital - someone on here??]

Where was the info on his holdings found?  I can't seem to find it on the SEC site.