+33.7%
Top 10 holdings: GNW (biggest winner), AAPL, INTC (biggest loser), BRK-B, SYA, TEVA, GLW, F, CYD, EMC. Currently 125% long, 33% short. Other contributors: VQ, PPP, C.
My timing was above average, raised some cash going into Q2 and redeployed it going into Q3.
Have been actively investing since 2007. 2012 felt like a breakthrough in my thinking about investments, especially portfolio structure.