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Private Capital - Portfolio Holdings

by: Mebane Faber May 19, 2008 | about: CA / EK / HPQ / JW.A / MGM / RCL / RJF / S / SYMC    
Mebane Faber

Mebane Faber

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About this author:

See intro to Leading Hedge Funds' Best Ideas.

Top sectors in the portfolio include:

Services 32%
Technology 35%
Financials 22%

Top 10 holdings are:

CA (CA)
Hewlett-Packard (HPQ)
MGM Mirage (MGM)
Symantec (SYMC)
Royal Caribbean Cruises (RCL)
[INTS]
Raymond James Financial (RJF)
Eastman Kodak (EK)
John Wiley & Sons Inc. (JW.A)
Sprint Nextel (S)

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