Kiltacular Posted March 25, 2010 Share Posted March 25, 2010 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. Link to comment Share on other sites More sharing options...
jegenolf Posted March 25, 2010 Share Posted March 25, 2010 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... Link to comment Share on other sites More sharing options...
Kiltacular Posted March 25, 2010 Author Share Posted March 25, 2010 thanks jegenolf Link to comment Share on other sites More sharing options...
FlyingArrow Posted April 26, 2011 Share Posted April 26, 2011 Does anyone have a current file with up to date holdings they could share? Link to comment Share on other sites More sharing options...
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