See intro to Leading Hedge Funds' Best Ideas.
Klarman doubled down on his top three holdings News Corp (NASDAQ:NWS), Wellpoint (WLP), and Exterran (EXH). He sold out of his SLM (NASDAQ:SLM) position. New positions include Theravance (THRX), Sapphire Industrials (FYR) and Borders (BGP).
Top sectors in the portfolio include:
Top 10 holdings are: