Seeking Alpha

Mebane Faber


About this author:

See intro to Leading Hedge Funds' Best Ideas.

New positions in Apollo (AINV) and Cree (CREE).

Top sectors in the portfolio include:

Services 33%
Technology 28%
Financial 14%

Top 10 holdings are:

CSX (CSX)
American Tower (AMT)
America Movil S.A.B. de C.V. (AMX)
MasterCard (MA)
Google (GOOG)
MercadoLibre Inc. (MELI)
Baidu.com (BIDU)
TransDigm Group Inc. (TDG)
SBA Communications Corp. (SBAC)
Priceline.com (PCLN)

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This article has 1 comment:

  •  
    It would help to know what is the date of this holding? Otherwise it has no meaning.
    2008 May 20 01:59 PM | Link | Reply
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