Okumus Capital - Portfolio Holdings
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See intro to Leading Hedge Funds' Best Ideas.
Lots of turnover here. 80% of the portfolio is in the top 4 holdings with Bed Bath & Beyond (BBBY) accounting for almost 40%.
Top sectors in the portfolio include:
Services 95%
Top 10 holdings are:
BBBY
(MCO)
(LTD)
(ODP)
(MHP)
(PZZA)
(ARB)
(M)
(CMCSA)
(HOTT)
(SHOO)
(URI)
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Mebane Faber
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