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Private Capital - Portfolio Holdings 1 comment

by: Mebane Faber February 28, 2008 | about: BEAS / BSC / CA / EK / HPQ / IGT / MGM / NTRS / RCL / SYMC    
Mebane Faber

Mebane Faber

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About this author:

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:

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

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This article has 1 comment:

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    Anyone who thinks they will ever make money on Eastman Kodak is foolish. Whatever fundamentals you are looking at have been looked at before and thought to be a deal at 30 40, and 50 dollar stock prices. Nothing has changed now that it is under 20
    2008 Feb 28 05:24 PM | Link | Reply
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