13_F Day

[AzCactus]

Some 13f's are already out.  The rest should be out shortly.  Let's use this forum to discuss specific ideas from recent 13-f filings.  I haven't really seen much.  The only 13f that came out that is meaningful to me is Mohnish Pabrai's and there did not appear to be any significant additions. 

[gfp]

Fairfax just came out -

 

http://www.sec.gov/Archives/edgar/data/915191/000110465914080915/xslForm13F_X01/a14-24274_3informationtable.xml

 

looks like they added to IBM before the drop

[smreitz]

Baupost Group (Klarman) opened new positions in:

 

1. OCN - Ocwen Financial Corp.

 

2. AR - Antero Resources

 

3. VRTV - Veritiv Corp.

 

He added positions largely in:

 

4. LNG - Cheniere Energy Inc.

 

5. KERX - Keryx Biopharmaceuticals Inc.

 

Reduced positions largely in:

 

6. BYD - Boyd Gaming Corp.

 

See below link for more detail:

 

http://www.dataroma.com/m/holdings.php?m=BAUPOST

[gary17]

Baupost Group (Klarman) opened new positions in:

 

Reduced positions largely in:

 

6. BYD - Boyd Gaming Corp.

 

 

Did Klarman reduce his position in Boyd Gaming after realizing that's not the symbol for BYD, the Chinese electric car maker? LOL

[Mephistopheles]

Baupost Group (Klarman) opened new positions in:

 

Reduced positions largely in:

 

6. BYD - Boyd Gaming Corp.

 

 

Did Klarman reduce his position in Boyd Gaming after realizing that's not the symbol for BYD, the Chinese electric car maker? LOL

 

HAHA

[investor-man]

Saw a good overview on value walk http://www.valuewalk.com/2014/11/13f-summary-q3-2014/

[beerbaron]

Where is Bruce Berkowitz 13F?

 

BeerBaron

[AzCactus]

You could use this link--basically a large reduction in Lands End and a 10% reduction in AIG.

 

http://www.dataroma.com/m/holdings.php?m=fairx