Seeking Alpha
Profile| Send Message|
( followers)  

See intro to Leading Hedge Funds' Best Ideas.

Okumus's top holding is a new position - Cadence Design System (NASDAQ:CDNS). He added to McGraw Hill (MHP) and initiated a position in CA (NASDAQ:CA). He sold out of Bed Bath and Beyond (NASDAQ:BBBY).

Top sectors in the portfolio include:

Technology 52%
Services 46%

Top 10 holdings are:

CDNS
MHP
Limited Brands (LTD)
Office Depot (NASDAQ:ODP)
Arbitron Inc. (NYSE:ARB)
Papa John's (NASDAQ:PZZA)
Steven Madden (NASDAQ:SHOO)
CA
Quest Software (NASDAQ:QSFT)

Source: Okumus Capital - Portfolio Holdings