Cunninghamew Posted May 14, 2013 Share Posted May 14, 2013 I don't know if anyone will find this helpful, but below is a list of funds that I think highly of (of course all value guys). It is always fun to see what pops up in their 13-Fs Less obvious funds Brahman Capital - has not filed yet. Long/short equity.... these guys study mgmt intensively. Focus on high FCF Yield stocks with great capital allocators FPR Capital - has not filed yet. Long/short (mostly long)... focuses on high quality biz with good operators. The guy who runs this fund is smart and they are long-term shareholders of most stuff Litespeed - has not filed yet - great event driven fund Goodhaven - ex Fairholme guys running a mutual fund Corsair - has not filed yet - great long/short (mostly long) fund... good at special sits stuff Hirzel Capital - small L/S equity Big name funds Baupost, Third Point, Appaloosa, Berkshire, Lonepine, Viking, Fairholme, Sequoia, etc Link to comment Share on other sites More sharing options...
thecynic Posted May 14, 2013 Share Posted May 14, 2013 Thanks for those names, I'll add them to my sec filings RSS feed. Some other funds I track, which are mainly activists are: Starboard Value, Bulldog Investors, Baker Street Capital, Raging Capital, Masters Capital (25% for 15+ years), Martin Capital Management, Arlington Value Capital Link to comment Share on other sites More sharing options...
Yours Truly Posted May 15, 2013 Share Posted May 15, 2013 Thanks for those names, I'll add them to my sec filings RSS feed. Some other funds I track, which are mainly activists are: Starboard Value, Bulldog Investors, Baker Street Capital, Raging Capital, Masters Capital (25% for 15+ years), Martin Capital Management, Arlington Value Capital Interesting.. both Baker Street and Raging Capital have NYSE:CAS as their top position.... it looks to be turn around company Link to comment Share on other sites More sharing options...
Phaceliacapital Posted May 15, 2013 Share Posted May 15, 2013 Can you share an RSS feed? And if yes, would you share yours? Link to comment Share on other sites More sharing options...
Yours Truly Posted May 15, 2013 Share Posted May 15, 2013 Can you share an RSS feed? And if yes, would you share yours? You can use a combination of filingsanalysis.com dataroma.com whalewisdom.com Link to comment Share on other sites More sharing options...
Cunninghamew Posted May 15, 2013 Author Share Posted May 15, 2013 I follow whale wisdom on twitter and they tweet when new filings come in. This site is slow to update, but I like their formatting J3SG.com Link to comment Share on other sites More sharing options...
thecynic Posted May 15, 2013 Share Posted May 15, 2013 Can you share an RSS feed? And if yes, would you share yours? Here's my sec.gov rss feeds exported to an opml file via google reader. Other readers should be able to import it. The feed tracks 13G/D filings and 13F for a few funds.sec_gov.opml Link to comment Share on other sites More sharing options...
thecynic Posted May 15, 2013 Share Posted May 15, 2013 You can use a combination of filingsanalysis.com dataroma.com whalewisdom.com dataroma also has an rss feed, so whenever one of the guru's files, its available on the reader. I find rss feeds more convenient to use for keeping track of updates instead of websites. Websites are better for getting view of full portfolio. In addition to the above sites, I also like insidermonkey, because they have a wide selection of investors. I use it to see who holds interesting gold miners, etc. Link to comment Share on other sites More sharing options...
Ross812 Posted May 15, 2013 Share Posted May 15, 2013 Value Act Holdings - I asked the developer at Dataroma to add them and they were added to the website not too long ago. Link to comment Share on other sites More sharing options...
Phaceliacapital Posted May 15, 2013 Share Posted May 15, 2013 Tepper's Appaloosa Fund: http://www.zerohedge.com/sites/default/files/images/user5/imageroot/2013/05/Tepper%20Q1_1_0.jpg Link to comment Share on other sites More sharing options...
Yours Truly Posted May 16, 2013 Share Posted May 16, 2013 Can anone find Khrom Capitals 13F? Link to comment Share on other sites More sharing options...
Guest Posted May 16, 2013 Share Posted May 16, 2013 anyone know what "PRN" means on whalewisdom for the filer? Link to comment Share on other sites More sharing options...
Nnejad Posted May 16, 2013 Share Posted May 16, 2013 "Use the abbreviation “SH” to designate shares and “PRN” to designate principal amount." Link to comment Share on other sites More sharing options...
Guest Posted May 16, 2013 Share Posted May 16, 2013 ahhh thanks, nne! :) Link to comment Share on other sites More sharing options...
infinitee00 Posted May 16, 2013 Share Posted May 16, 2013 Can anone find Khrom Capitals 13F? I have looked for it but haven't been able to find them. Maybe their AUM is not that high yet. Link to comment Share on other sites More sharing options...
jay21 Posted May 16, 2013 Share Posted May 16, 2013 What are the rules for 13F filings? Why doesn't Cascade have to file one? Link to comment Share on other sites More sharing options...
dcollon Posted May 16, 2013 Share Posted May 16, 2013 You can essentially look at this one http://www.dataroma.com/m/holdings.php?m=GFT Link to comment Share on other sites More sharing options...
jay21 Posted May 16, 2013 Share Posted May 16, 2013 You can essentially look at this one http://www.dataroma.com/m/holdings.php?m=GFT Thanks. Yes, I am, but the sizing is much different with most of the weight towards BRK in the Trust. I saw that Cascade can have as much as $80 billion AUM. Link to comment Share on other sites More sharing options...
dcollon Posted May 16, 2013 Share Posted May 16, 2013 Jay, Attached is the Cascade data I could find. Cascade.xls Link to comment Share on other sites More sharing options...
jay21 Posted May 16, 2013 Share Posted May 16, 2013 Jay, Attached are is the Cascade data I could find. This is great. Thanks so much. Link to comment Share on other sites More sharing options...
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