Davy Bui

Eye-Catching Portfolio Moves by Klarman, Witmer and Einhorn

Hi SeaKC,

Thanks for the comment. I use a perl script to parse the filings into spreadsheet format so some information may be lacking, probably by the filers' design.

In any case, it isn't a typo but rather just incomplete/misleading. The iStar position isn't equity but rather, convertible debt at 29 cents on the dollar. Obviously, Klarman doesn't go out of his way to tell us that in the filing!