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Eddie Lampert is the founder and chairman of the hedge fund ESL Investments. Eddie Lampert's investing strategy is similar to that used by Warren Buffett. He has concentrated bets and he holds his top positions for several years. At the end of 2004, Lampert became the first financial manager who exceed an income of $1 billion in a single year.

Lampert sold out his positions in Wells Fargo and Cisco during the last quarter of 2011. Below we've compiled a list of Lampert's top picks from ESL Investment's most recent 13F filing. We obtained market data from Finviz and MSN Money, and hedge fund holdings from Insider Monkey.

Stock

Market Cap

Industry

Dividend Yield

P/E

Beta

Profit Margin

Autonation (AN)

4.1

Auto Dealerships

0.0%

17.1

1.25

2.1%

Sears Holdings (SHLD)

6.1

Department Stores

0.0%

0.0

1.95

-7.5%

Autozone (AZO)

14.8

Auto Parts Stores

0.0%

17.9

0.36

10.6%

Gap Inc (GPS)

13.0

Apparel Stores

1.9%

16.9

1.25

5.7%

Capital One Financial (COF)

24.4

Credit Services

0.4%

7.6

1.76

20.0%

1- Autonation (NYSE:AN): AutoNation is an automotive retailer operating in the United States. AutoNation recently traded at $32.97 and has a 0% dividend yield. AutoNation lost 0.1% during the past 12 months. The stock has a market cap of $4.1 billion, P/E ratio of 17.1 and Total Debt/Equity ratio of 0.87. AutoNation also had an EPS growth rate of 6.1% during the last five years.

2- Sears Holdings (NASDAQ:SHLD): Sears Holdings is a specialty retailer operating in the United States and Canada. Sears Holdings recently traded at $57.67 and lost 26.1% during the past 12 months. The stock has a market cap of $6.1 billion and Total Debt/Equity ratio of 0.82. Sears Holdings also had an EPS growth rate of 2.3% during the last five years.

3- Autozone (NYSE:AZO): AutoZone is a retailer and distributor of automotive replacement parts and accessories. Autozone recently traded at $380.97 and gained 36.2% during the past 12 months. The stock has a market cap of $14.8 billion, P/E ratio of 17.9 and Total Debt/Equity ratio of 0. Autozone also had an EPS growth rate of 21% during the last five years.

4- Gap (NYSE:GPS): Gap is a specialty retailer. Gap recently traded at $26.56 and has a 1.9% dividend yield. Gap gained 20.7% during the past 12 months. The stock has a market cap of $13 billion, P/E ratio of 16.9 and Total Debt/Equity ratio of 0.6. Gap also had an EPS growth rate of 10.1% during the last five years.

5- Capital One Financial Corporation (NYSE:COF): Capital One is a bank holding company operating worldwide. Capital One recently traded at $53.47 and has a 0.4% dividend yield. Capital One gained 4.2% during the past 12 months. The stock has a market cap of $24.4 billion, P/E ratio of 7.6 and Total Debt/Equity ratio of 1.33. Capital One also had an EPS growth rate of -1.7% during the last five years.

Source: Eddie Lampert's Top 5 Stock Picks