Okumus Capital - Portfolio Holdings

See intro to Leading Hedge Funds' Best Ideas.

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

Top sectors in the portfolio include:

Technology 52%
Services 46%

Top 10 holdings are:

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

Comments

[PseudoBrain:]

Wow! No idea hedge funds were being so open about their positions. Must be desperate for capital.

2008 May 25 09:19 AM