Okumus Capital - Portfolio Holdings

See intro to Leading Hedge Funds' Best Ideas. Ahmet's top four positions represent roughly 60% of the portfolio, and he added to each of them. He bought 8 million more shares of Office Depot (ODP), and 5 million each of Moody's (MCO) and Bed Bath and Beyond (BBBY).

Top sectors in the portfolio include:
Services 73%
Financials 21%

Top 10 holdings are:
ODP
MCO
(C)
BBBY
(WMT)
(LTD)
(UNH)
(CSG)
(PLCE)