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John Vincent

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  • John Vincent
    Michael Price (Mfp) upped Dolby($DLB), $BSX, $DD, $GCVRZ. Dropped $C. $INTC & $HES are largest positions. See http://bit.ly/1gsmwui
    Mar 15, 2:52 AM
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      • John Vincent
        Ken Fisher (Fisher Asset Mgmt) added $LYG & $SI. Also upped Daimler ($DDAIF). $PFE, $JNJ, $UTX @ 2% each. See http://bit.ly/1gq4Qzo
        Mar 14, 9:48 AM
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          • John Vincent
            Jim Chanos (Kynikos) established Huntington Ingalls ($HII), $CTSH, $MS, Noble ($NBL), & Tata ($TTM). See http://bit.ly/1nYFfQh
            Mar 14, 4:07 AM
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              • John Vincent
                Dinakar Singh (TPG-Axon) is bullish on energy: Halliburton ($HAL) & Sandridge ($SD) at ~33% of portfolio. See http://bit.ly/PzbslK
                Mar 14, 12:47 AM
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                  • John Vincent
                    Mark McGoldrick (Mount Kellett) bullish on $KWK, $WPX, & $GM. Largest positions are $DOOR, $EXXI, & $SD. See http://bit.ly/1iHA0RP
                    Mar 13, 11:26 PM
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                      • John Vincent
                        Wallace Weitz (Weitz Investment) increased media: $LBTYK, $DTV, $LINTA, $LMCA. Also added $ORCL & $ENDP. See http://bit.ly/1dTMHc8
                        Mar 13, 5:20 AM
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                          • John Vincent
                            Donald Yacktman (Yacktman Fund) added $EBAY. $PEP & $FOXA are largest. Increased $CSCO, $ORCL, & $KO. See http://bit.ly/O4HzII
                            Mar 13, 1:19 AM
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                              • John Vincent
                                Larry Robbins (Glenview Capital) upped $CCI & $MON. Bearish: $NOC, $RTN, $LMT. Bullish: $TMO, $HCA, $THC. See http://bit.ly/1nkcwbS
                                Mar 12, 12:38 PM
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                                  • John Vincent
                                    Ole Andreas Halvorsen (Viking Global) added $WAG & increased $VLO. $TMO, $FOXA, & $FB are top positions. See http://bit.ly/N5Yr0C
                                    Mar 12, 8:16 AM
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                                      • John Vincent
                                        Tweedy Browne reduced $UNP & $LUK. $JNJ, Banco Santander Brazil ($BSBR), & $HAL are largest positions. See http://bit.ly/1i58pel
                                        Mar 12, 4:01 AM
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                                          • John Vincent
                                            Eric Mindich (Eton Park) upped $EBAY, $MPC, & $FDO and dropped $LBTYA, $DG, & $DLTR. Also reduced $FOXA. See http://bit.ly/1lSrlAL
                                            Mar 11, 12:03 PM
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                                              • John Vincent
                                                Irving Kahn (Kahn Brothers) added Sterling Bancorp ($STL) and increased $BP and Trinity Place ($TPHS). See http://bit.ly/1ghpVfd
                                                Mar 11, 9:13 AM
                                                Reply (2)
                                                • toptrotter: Great synergy and profits ahead for $STL after the merger with $PBNY.
                                                  Mar 11, 6:56 PM
                                                • John Vincent: Provident was a very long-term holding (it was in his 1999 13F - the first one available online) and the size was increased periodically.
                                                  Mar 12, 9:40 PM
                                                  • John Vincent
                                                    John Griffin (Blue Ridge Capital) upped $ENDP, $CHTR, & $CAR while reducing $PCLN. $ACT & $MPC are new. See http://bit.ly/1fml7ka
                                                    Mar 11, 7:12 AM
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                                                      • John Vincent
                                                        Dan Loeb (Third Point) reduced $YHOO and upped $FDX, $DG, & $AIG. $DOW & $TMUS are new. Dropped $CF. See http://bit.ly/1ggHvA0
                                                        Mar 11, 3:49 AM
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                                                          • John Vincent
                                                            Thyra Zerhusen (Fairpointe) increased $JNPR & $AKAM, her largest positions while eliminating $MOLX. See http://bit.ly/1oFx49V
                                                            Mar 10, 12:03 PM
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                                                              • John Vincent
                                                                Chase Coleman (Tiger Global) upped $PCLN, $FOX, & $DG while reducing $LMCA, $SSYS, $V, & $GRPN. See http://bit.ly/1kH6MH9
                                                                Mar 10, 6:37 AM
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                                                                  • John Vincent
                                                                    Philippe Laffont (Coatue) upped $AMZN, $AAPL & $BIDU. Dropped $EQIX, $RHT & $ISRG. Pandora ($P) is new. See http://bit.ly/1lNjGUi
                                                                    Mar 10, 3:54 AM
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                                                                      • John Vincent
                                                                        Berkshire Hathaway ($BRK.A)($BRK.B) 2013 AR Notes @ http://bit.ly/1eG5sAG . $WFC, $KO, $AXP are largest. $TSCDY & $SNY also there.
                                                                        Mar 2, 7:53 AM
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                                                                          • John Vincent
                                                                            Stephen Mandel (Lone Pine) added Microsoft ($MSFT), dropped EBay ($EBAY), and upped $BIDU, $DG, &LBTYA. See http://bit.ly/Mw5U8Z
                                                                            Feb 26, 10:52 PM
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                                                                              • John Vincent
                                                                                John Armitage (Egerton) upped $CMCSA, $DIS, & $MON and eliminated $C. Largest positions: $FOXA, $AXP. See http://bit.ly/1fGkS7Z
                                                                                Feb 26, 6:37 AM
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