Eminence Capital - Portfolio Holdings
See intro to Leading Hedge Funds' Best Ideas. Top sectors in the portfolio include:
Services 33%
Technology 30%
Financials 12%
Conglomerates 11%
Top 10 holdings are:
(PHG)
(ORCL)
(FISV)
(WU)
(AXO)
(UTX)
(ROST)
(MSFT)
(QCOM)
(MNST)
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Mebane Faber
About this author:- Bio & more articles
- Mebane's firm: Cambria Investment Management
- Mebane's blog: World Beta
- Email Mebane
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Symbols:
ETFs In Focus
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Editor's Picks
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Most Popular
- Apocalypse Dow: The Search for Scapegoats
- This Isn't a Bottom, It's a Disturbance in The Force
- Reading the S&P 500's Crashing Waves
- What Would Jim Rogers Do?
- On a Return to Normalcy: Dow 8,500
- Looking Back at Lehman: Lying, Scapegoating and a General Lack of Accountability
- Full list of Editor's Picks »
- Nation's Debt: It's Not Being Rescued, It's Being Moved Around »
- Clueless - Cramer's Mad Money (10/8/08) »
- Cramer Should Be Suspended »
- This Isn't a Bottom, It's a Disturbance in The Force »
- Crazy P/E Ratios »
- Bulls Take a Stand - Cramer's Stop Trading! (10/10/08) »
- Sirius Shares Priced Like Stamps »
- Where We Go from Here: Best and Worst Cases »
- Wall Street Breakfast: Must-Know News »
- Earnings Preview: General Electric »
- Cramer: Dow Could Drop Another 14%, Oil's Going to $50 »
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Long Ideas
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Short Ideas
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Cramer's Picks
- Largest Bond ETF Now Trading At a Massive Discount
- Single Worst Week - Fast Money Recap (10/10/08)
- 'When There's Blood in the Streets', Buy Biotech Stocks
- Midstream MLPs Crashing, Present Opportunity
- A Fresh Look at Shipping Company Stocks
- Panic Selling in InterOil: What Now?
- Potash Corp.: No Liquidity Problems Here
- The Year of the Bear
- Cobalt: More Than Just Blue
- Investors Can Find Comfort in Big Blue
- Full list of Long Ideas »
- The Short Case for General Electric
- Too Late to Short SPY? An Historical Perspective
- Henderson Group: Profit Warning Surprises Short Investors
- Decreasing Chipotle Traffic Could Spell Trouble
- Why I Sold Lowe's Short
- Accor, Host and Marriott: Short Interest Heats Up
- Global Financial Crisis Makes Oil a Great Hedge
- Michael Page International: Stock Down on Market Weakness
- Gaming Stocks Still a Poor Bet - Barron's
- After Coming Rate Cuts, Some Appealing Short ETFs
- Full list of Short Ideas »
- Back Room Deal? - Cramer's Mad Money (10/10/08)
- Prefer a Yield - Cramer's Lightning Round (10/10/08)
- Bulls Take a Stand - Cramer's Stop Trading! (10/10/08)
- Cramer Should Be Suspended
- Clueless - Cramer's Mad Money (10/8/08)
- Torpedo Dry Ships - Cramer's Lightning Round (10/8/08)
- Chocolate Lover - Cramer's Mad Money (10/7/08)
- Yield is King - Cramer's Lightning Round (10/7/08)
- Goldman Disses Solar - Cramer's Stop Trading ! (10/7/08)
- Time to Hoard Cash - Cramer's Mad Money (10/6/08)
- Full list of Cramers Picks »
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