Can someone redirect me to the FFH stock holdings spreadsheet? TIA

[Kiltacular]

I had to reload my computer and can't find it.

 

With the very large moves in Q1 for Kraft (over 13%), Wells Fargo (over 17%) and US Bancorp (over 17%), it seems like we could see a nice increase in BV from these positions, which, IIRC, are pretty significant for FFH.

 

 

[jegenolf]

Here you go:

 

https://spreadsheets.google.com/ccc?key=0AgRisBBB7yNgdG5ZcTlJQlQxRm1ONDlKd0RvcnBuZlE&hl=en

 

The US portfolio is up $450M for the quarter, or just over 12%. Not too bad...

[Kiltacular]

thanks jegenolf

[FlyingArrow]

Does anyone have a current file with up to date holdings they could share?