Exclusive: Seth Klarman’s Secret Holdings

[jacobwolinsky]

Dont mean to self promote but thought u guys would like this http://www.valuewalk.com/2011/12/exclusive-seth-klarmans-secret-holdings/

[Guest misterstockwell]

Are many of those "B"'s supposed to be "M"'s?

[Guest misterstockwell]

Also, you mention "disinvestments"--for example, you say 20% decrease in ViaSat. Well, they actually increased the number of shares held, but the value went down. That's a significant difference. You need to check share counts, not values.

[jacobwolinsky]

My bad, someone who helped write it (Booth MBA!) made the millions/billions mistakes. I amended them as some1 already pointed them out. Thank you though.

 

Ill check on VSAT as well know.

[sswan11]

The HP buy is interesting:

 

new positions in three additional companies: Hewlett-Packard ($464m), Genworth Financial ($57m), and NovaGold Resources ($32m).