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See intro to Leading Hedge Funds' Best Ideas.

Klarman doubled down on his top three holdings News Corp (NASDAQ:NWS), Wellpoint (WLP), and Exterran (NYSE:EXH). He sold out of his SLM (NASDAQ:SLM) position. New positions include Theravance (NASDAQ:THRX), Sapphire Industrials (FYR) and Borders (BGP).

Top sectors in the portfolio include:

Financials 30%
Services 21%
Energy 22%

Top 10 holdings are:

NWS
WLP
EXH
Linn Energy (NASDAQ:LINE)
Domtar Corp. (NYSE:UFS)
THRX
Atlas Pipeline (NYSE:APL)
Syneron (NASDAQ:ELOS)
Horizon Lines (HRZ)
FYR