Seeking Alpha

Mebane Faber


About this author:

See intro to Leading Hedge Funds' Best Ideas.

New positions in XTO Energy (XTO) and Monsanto (MON), sold out of Coach (COH).

Top sectors in the portfolio include:

Services 16%
Technology 43%
Energy 16%

Top 10 holdings are:

Google (GOOG)
Qualcomm (QCOM)
America Movil SA de CV (AMX)
Apple (AAPL)
XTO
SandRidge Energy (SD)
Fastenal Co. (FAST)
Southwestern Energy Company (SWN)
Infosys Technologies Ltd. (INFY)
Visa (V)