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One person's quest to make sense of a senseless American economy and society.


Unlike some of the managers I reviewed yesterday, Bruce Berkowitz and his cohorts at the Fairholme Capital have been buying. A scan of their Q3 2009 holdings spreadsheet suggests they favor healthcare companies and Berkshire Hathaway (BRK-A, BRK-B).

Fairholme opened two new positions, both in the healthcare industry: Wyeth (WYE) and... read more

Posted on 20:52, November 17, 2009

A reader asks if there is a way to monitor non-equity positions for Seth Klarman’s Baupost Group. The short answer is no, I know of no way to track non-equity holdings for any money manager unless they disclose that information voluntarily via a report or letter. As mentioned on this blog last week, Klarman doesn’t [...]

Posted on 11:25, November 16, 2009

Meryl Witmer is back as it appears Eagle Value Partners is building its stock portfolio.

If you have a strong case for other managers I should include, send me an email or post in the comments below. Also, keep in mind that I use a perl script to parse these filings into the spreadsheet format [...]

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Posted on 16:04, November 13, 2009
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