20 Stocks Owned By Top Activist Funds

I have taken a look at the Top 10 activist funds as listed on Stockpickr.

While the holdings of these top 10 funds number over 150 stocks, I have used a consensus approach to gather a portfolio. Any stock that is held by more that one fund will be included in the mock portfolio I will call Activist Consensus.

I will begin tracking the portfolio on 12/31/2006, and update it quarterly (activist funds are not the most active of traders, but more the long time frame investors).

Of those 150 above-mentioned stocks, 20 are owned by two funds, and one [Symantec Corp (SYMC)] is owned by 3 funds.

These 20 holdings, including both hedge funds and mutual funds, that we will track in 2007 are:

AK Steel Holding Corp (AKS)
Blockbuster, Inc. (BBI)
Borders Group, Inc. (BGP)
Dade Behring Holding (DADE)
First Data CP (FDC)
GenCorp (GY)
Hilton Hotels CP (HLT)
IKON Office Solutions (IKN)
Ligand Pharmaceuticals (LGND)
Liberty Media Interactive (LINTA)
McDonald's Corp. (MCD)
Microsoft Corp. (MSFT)
Sears Holding Corp. (SHLD)
A. Schulman Inc. (SHLM)
SL Industries (SLI)
Symantec CP (SYMC)
Time Warner, Inc. (TWX)
UnumProvident CP (UNM)
Williams Companies (WMB)
Western Union (WU)

You can monitor these holdings here.