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Private Capital - Portfolio Holdings

by: Mebane Faber November 21, 2007 | about: AT / BEAS / BSC / CA / EK / HET / HPQ / MGM / NTRS / SYMC    
Mebane Faber

Mebane Faber

539 Followers
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About this author:

See intro to Leading Hedge Funds' Best Ideas. Sold off a bit of the top holdings, but not much.

Top sectors in the portfolio include:
Services 35%
Technology 32%
Financials 22%

Top 10 holdings are:
(MGM)
(AT)
(CA)
(HPQ)
(BEAS)
(HET)
(NTRS)
(BSC)
(EK)
(SYMC)

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