Okumus Capital - Portfolio Holdings
Mebane Faber
About this author:- Profile & More Articles
- Mebane's firm: Cambria Investment Management
- Mebane's blog: World Beta
- Mebane's site: AlphaClone
- Email Mebane
-
Font Size:
-
Print
- TweetThis
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)
Related Articles
|
-
The Seeking Alpha 100
See allThe top 100 stock
market authors
selected for publication
Seeking Alpha 100 » -
Fastest Climbers
Authors with the largestSee all
increase in followers
in the last 7 days
Fastest Climbers » -
Top Commenters
Top commenters,See all
as ranked by their peers
Top Commenters » -
Top Instabloggers
The 100 most activeSee all
Instabloggers.
Top Instabloggers » -
Top StockTalkers
TopSee all
StockTalkers.
Top StockTalkers »
