Seeking Alpha

John Vincent

 
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  • Tracking Bill Ackman's Pershing Square Portfolio - Q1 2014 Update
    Fri, May. 16 AGN, AIV, APD 2 Comments

    Summary

    • Ackman’s US long portfolio increased marginally from $8.23B to $8.38B this quarter.
    • Pershing Square has large new positions in Platform Specialty Products & Allergan Inc.
    • Pershing Square is harvesting large gains from Beam Suntory Inc.
  • Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q1 2014 Update
    Thu, May. 15 FRFHF 2 Comments

    Summary

    • Prem Watsa’s US long portfolio increased ~9% from $1.31B to $1.43B this quarter.
    • Fairfax Financial is bullish on BlackBerry and Exco Resources. But, they are negative on equities overall and the portfolio hedges are maintained.
    • Fairfax Financial's largest stock position is Resolute Forest Products which stands at 40.88% of the US long portfolio.
  • Tracking Seth Klarman's Baupost Group Holdings - Q1 2014 Update
    Thu, May. 15 AIG, ALDW, AOI 7 Comments

    Summary

    • Seth Klarman’s US long portfolio increased ~17% from $3.53B to $4.14B this quarter.
    • Baupost Group is bullish on Cheniere Energy and Idenix Pharmaceuticals.
    • Baupost Group is bearish on BP PLC.
  • Tracking Mohnish Pabrai's Portfolio - Q1 2014 Update
    Wed, May. 14 BAC, BRK.B, C 1 Comment

    Summary

    • Pabrai’s US long portfolio decreased over 15% from $544M to $464M this quarter as he harvested some gains.
    • Pabrai Funds is bullish on GM Warrants, Horsehead Holding, and Chesapeake Energy.
    • Pabrai Funds is bearish on Bank of America, Citigroup, and Goldman Sachs.
  • Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2014 Update
    Sun, May. 11 ABEV, ADI, ALTR Comment!

    Summary

    • William Von Mueffling's U.S. long portfolio increased marginally this quarter from $4.22B to $4.32B.
    • Cantillon Capital Management is bullish on Fidelity National Information Services, W.W. Grainger Inc., Willis Group Holdings, & Sirona Dental Systems.
    • Cantillon Capital Management is bearish on Coca-Cola and LKQ Corporation.
  • Tracking Donald Yacktman's Yacktman Asset Management Portfolio - Q1 2014 Update
    Sun, May. 11 APOL, AVP, BCR 14 Comments

    Summary

    • Yacktman's US long equity portfolio remained steady at $24B this quarter.
    • Yacktman Asset Management is bullish on Avon Products, PepsiCo, and Procter & Gamble.
    • Yacktman Asset Management is bearish on Apollo Group, Corning Inc., and Hewlett-Packard.
  • Tracking Irving Kahn's Kahn Brothers Portfolio - Q1 2014 Update
    Sat, May. 10 BP, C, GNE Comment!

    Summary

    • Kahn Brothers Group's US long portfolio increased by ~20% this quarter as they increased equity exposure.
    • Kahn is bullish on BP plc, MBIA, Hologic, Seaboard, VOXX, and Nam Tai.
    • Kahn is bearish on Patterson-UTI Energy and SLM Corporation.
  • Tracking Ken Fisher's Fisher Asset Management Portfolio - Q1 2014 Update
    Fri, Apr. 25 AAPL, AMZN, AXP 24 Comments

    Summary

    • Fisher’s US long portfolio value increased marginally from $44.12B to $44.34B in Q1 2014.
    • American Express, Johnson & Johnson, Pfizer, United Technologies, and Wells Fargo are the largest five individual stock positions.
    • Fisher is bullish on Apple, Lloyds Banking Group, Siemens, BASF, & Chevron and bearish on Cisco & Oracle.
  • Tracking George Soros's Portfolio - Q4 2013 Update
    Tue, Feb. 18 AA, AAPL, ABBV 3 Comments
  • Tracking Carl Icahn's Portfolio - Q4 2013 Update
    Tue, Feb. 18 IEP 11 Comments
  • Tracking John Paulson's Paulson & Company Portfolio - Q4 2013 Update
    Mon, Feb. 17 AAL, AET, AMCX 8 Comments
  • Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q4 2013 Update
    Mon, Feb. 17 FRFHF 6 Comments
  • Tracking David Winters' Wintergreen Advisers Portfolio - Q4 2013 Update
    Mon, Feb. 17 BEN, BRK.B, BTI Comment!
  • Tracking Bill Ackman's Pershing Square Portfolio - Q4 2013 Update
    Sun, Feb. 16 APD, BEAM, BKW 5 Comments
  • Tracking Bruce Berkowitz's Fairholme Portfolio - Q4 2013 Update
    Sun, Feb. 16 AIG, BAC, BRK.A 10 Comments
  • Tracking David Einhorn's Portfolio - Q4 2013 Update
    Sat, Feb. 15 GLRE 15 Comments
  • Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q4 2013 Update
    Sat, Feb. 15 AXP, BK, BRK.A 14 Comments
  • Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q4 2013 Update
    Fri, Feb. 14 CMCSA, CMCSK, ESRX 8 Comments
  • Tracking Seth Klarman's Baupost Group Holdings - Q4 2013 Update
    Fri, Feb. 14 AIG, ALDW, AOI 2 Comments
  • Tracking Lou Simpson's SQ Advisors Portfolio - Q4 2013 Update
    Fri, Feb. 14 BAM, BRK.A, BRK.B Comment!
  • Tracking Mohnish Pabrai's Portfolio - Q4 2013 Update
    Thu, Feb. 13 BAC, C, CHK 12 Comments
  • Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q4 2013 Update
    Tue, Feb. 11 ABEV, ADI, ALTR 2 Comments
  • Tracking Carl Icahn's Portfolio - Q3 2013 Update
    Nov. 18, 2013 IEP 5 Comments
  • Tracking John Paulson's Paulson & Company Portfolio - Q3 2013 Update
    Nov. 18, 2013 AET, AMCX, AU Comment!
  • Tracking David Winters' Wintergreen Advisers Portfolio - Q3 2013 Update
    Nov. 17, 2013 BEN, BRK.B, BTI 6 Comments
  • Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q3 2013 Update
    Nov. 17, 2013 FRFHF 3 Comments
  • Tracking George Soros's Portfolio - Q3 2013 Update
    Nov. 16, 2013 ABBV, ACTG, AGRO 8 Comments
  • Tracking Bill Ackman's Pershing Square Portfolio - Q3 2013 Update
    Nov. 15, 2013 ALEX, APD, BEAM 5 Comments
  • Tracking Bruce Berkowitz's Fairholme Portfolio - Q3 2013 Update
    Nov. 15, 2013 AIG, BAC, BRK.A 10 Comments
  • Tracking David Einhorn's Portfolio - Q3 2013 Update
    Nov. 15, 2013 GLRE 8 Comments
  • Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q3 2013 Update
    Nov. 15, 2013 BRK.B, AXP, BK 10 Comments
  • Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q3 2013 Update
    Nov. 14, 2013 CMCSA, ESRX, FISV Comment!