Seeking Alpha

Mebane Faber


About this author:

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)