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John Vincent

 
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  • 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 AAPL, ARII, CHK 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 BBRY, BCE, BWINB 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 AAPL, AET, AHL 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 AAPL, ARII, CHK 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 BBRY, BCE, BWINB 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 AAPL, AET, AHL 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!
  • Tracking Lou Simpson's SQ Advisors Portfolio - Q3 2013 Update
    Nov. 14, 2013 BAM, BRK.A, BRK.B Comment!
  • Tracking Seth Klarman's Baupost Group Holdings - Q3 2013 Update
    Nov. 14, 2013 AIG, AOI, AUY 2 Comments
  • Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q3 2013 Update
    Nov. 13, 2013 ABEV, ADI, ALTR Comment!
  • Tracking Mohnish Pabrai's Portfolio - Q3 2013 Update
    Nov. 13, 2013 BAC, C, CHK 6 Comments