Private Capital - Portfolio Holdings

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 |  Includes: BEAS, BSC, CA, HPQ, IGT, KODK, MGM, NTRS, RCL, SYMC
by: M F

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 37%
Technology 27%
Financials 26%

Top 10 holdings are:

(NASDAQ:CA)
(NYSE:HPQ)
(NYSE:MGM)
(BEAS)
(NASDAQ:SYMC)
(NASDAQ:NTRS)
(NYSE:RCL)
(NYSE:BSC)
(EK)
(NYSE:IGT)