Seeking Alpha

Okumus Capital - Portfolio Holdings

by: Mebane Faber February 28, 2008 | about: ARB / BBBY / CMCSA / HOTT / LTD / M / MCO / MHP / ODP / PZZA / SHOO / URI    
Mebane Faber

Mebane Faber

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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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