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Columbia Business School newsletter (Spring 2010) - Graham and Doddsville, Issue


roundball100
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  • 7 years later...

Glenn's (Brave Warrior) Q3 13-F just came out.  It seems like he might've been raising cash as there was a lot more selling than buying.  Sold out of ServiceMaster and sold decent chunks of Sensata, Brookfield, and Quintiles IMS.  He added a fair number of shares of Alliance Data, which was already one of his largest positions:

http://www.rocketfinancial.com/Holdings.aspx?id=232548&fC=1

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  • 3 months later...

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