AzCactus Posted November 12, 2014 Share Posted November 12, 2014 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. Link to comment Share on other sites More sharing options...
gfp Posted November 14, 2014 Share Posted November 14, 2014 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 Link to comment Share on other sites More sharing options...
smreitz Posted November 14, 2014 Share Posted November 14, 2014 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 Link to comment Share on other sites More sharing options...
gary17 Posted November 14, 2014 Share Posted November 14, 2014 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 Link to comment Share on other sites More sharing options...
Mephistopheles Posted November 15, 2014 Share Posted November 15, 2014 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 Link to comment Share on other sites More sharing options...
investor-man Posted November 16, 2014 Share Posted November 16, 2014 Saw a good overview on value walk http://www.valuewalk.com/2014/11/13f-summary-q3-2014/ Link to comment Share on other sites More sharing options...
beerbaron Posted November 18, 2014 Share Posted November 18, 2014 Where is Bruce Berkowitz 13F? BeerBaron Link to comment Share on other sites More sharing options...
AzCactus Posted November 18, 2014 Author Share Posted November 18, 2014 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 Link to comment Share on other sites More sharing options...
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