John Vincent

Long only, value, special situations, fund holdings
John Vincent
Long only, value, special situations, fund holdings
Contributor since: 2007
9/25/15
John Vincent
Mick McGuire (Marcato) has a ~12% stake in Sotheby's ($BID) at a cost-basis ~25% above current price. See http://bit.ly/1LaAVwK
9/25/15
John Vincent
Michael Price (MFP) has a ~4% stake in FMC Corp ($FMC) at a cost-basis ~45% above current price. See http://bit.ly/1LaAylR
9/25/15
John Vincent
Edward Lampert (RBS) has a ~5% stake in Gap ($GPS) at a cost-basis ~25% higher than current price. See http://bit.ly/1LaAoed
9/25/15
John Vincent
Eric Mindich (Eton Park) has a ~8% stake in AerCap ($AER) at a ~7% higher cost-basis than current price. See http://bit.ly/1KGyexm
9/25/15
John Vincent
John Griffin (Blue Ridge) has a ~2.5% stake in Air Products ($APD) at a marginally higher cost-basis. See http://bit.ly/1KGyexm
9/25/15
John Vincent
Thyra Zerhusen (Fairpointe) has a 3% stake in Copa ($CPA) at a ~60% higher cost-basis than current price. See http://bit.ly/1KGxPer
9/25/15
John Vincent
Chase Coleman (Tiger Global) has a huge ~25% stake in JD.com ($JD) at a ~17% higher cost-basis. See http://bit.ly/1KGxrwd
9/25/15
John Vincent
Philippe Laffont's (Coatue) has a 5% stake in JD.com ($JD) at a ~5% higher cost-basis than current price. See http://bit.ly/1KGx7Oi
9/25/15
John Vincent
John Armitage (Egerton) has ~4.5% stakes in $AIG & $CMCSA and they both trade below his cost-basis. See http://bit.ly/1KGwEvn
9/25/15
John Vincent
Leon Cooperman (Omega) has a ~2% of portfolio stake in General Motors ($GM) at ~20% above current price. See http://bit.ly/1Layvy0
9/25/15
Cooperman also owning a lot of $ATLS and some $ARP from higher prices
9/25/15
John Vincent
Charlie Munger (Daily Journal) has ~95% of the portfolio in just two businesses: $WFC & $BAC. See http://bit.ly/1LayjyL
9/21/15
John Vincent
Michael Dell has a huge 23% portfolio stake in Esterline ($ESL) at a cost-basis ~28% above current price. See http://bit.ly/1KqssSq
9/21/15
John Vincent
Stanley Druckenmiller (Duquesne) has a huge new ~22% portfolio stake in $GLD at ~5% above current price. See http://bit.ly/1L0A7dN
9/21/15
John Vincent
Chuck Akre has a ~12% stake in American Tower ($AMT). It was increased ~30% in Q2 above current prices. See http://bit.ly/1Kqp1eE
9/21/15
John Vincent
Francis Chou has huge stakes in $RFP & $SHLD and they both currently trade well below his cost-basis. See http://bit.ly/1Kqp1eE
9/21/15
John Vincent
Gates Foundation has a ~5% stake in Caterpillar ($CAT). It currently trades well below their cost-basis. See http://bit.ly/1KqoQQz
9/21/15
John Vincent
Joel Greenblatt increased $CA & $KORS in Q2 and they trade ~10% & ~20% below his cost-basis respectively. See http://bit.ly/1KqoCZw
9/18/15
John Vincent
Stephen Mandel (Lone Pine) increased $MSFT ~70% in Q2 2015 to a ~5% portfolio stake near current prices. See http://seekingalpha.com/a/22gz6
9/18/15
John Vincent
Mason Hawkins (Southeastern) built a ~5% portfolio stake in Wynn Resorts ($WYNN) at much higher prices. See http://seekingalpha.com/a/22dwc
9/18/15
John Vincent
Larry Robbins (Glenview) built a ~5% of portfolio stake in AbbVie ($ABBV) at a ~8% higher cost-basis. See http://seekingalpha.com/a/22b2y
9/18/15
John Vincent
Alex Roepers doubled Goodyear Tire (GT) stake to a ~15% of the portfolio position near current prices. See http://seekingalpha.com/a/228d6
9/18/15
John Vincent
Walace Weitz has a ~3% portfolio stake in $FOX built at a cost-basis ~20% above current price. See http://seekingalpha.com/a/228ls
9/18/15
John Vincent
Nelson Peltz (Trian) has a ~8% portfolio stake (~7% of business) in $PNR at a ~15% higher cost-basis. See http://seekingalpha.com/a/2267y
9/18/15
John Vincent
Robert Karr (Joho) has large new stakes in iKang ($KANG) & GrubHub ($GRUB) at much higher prices. See http://seekingalpha.com/a/2263s
9/18/15
John Vincent
Jeffrey Ubben (ValueAct) built a ~8% portfolio stake in $FOX at a cost-basis ~20% above current price. See http://seekingalpha.com/a/226j2
9/18/15
John Vincent
Halvorsen (Viking Global) has a ~4% portfolio stake in $LYB at a cost-basis ~10% above current price. See http://seekingalpha.com/a/225oi
9/18/15
John Vincent
Dan Loeb built a huge ~20% of portfolio (9.6% of business) stake in Baxter ($BAX) at ~10% higher prices. See http://seekingalpha.com/a/2241m
9/18/15
John Vincent
Kahn Brothers recently built a ~5% portfolio stake in Blackberry ($BBRY) at higher prices. See http://seekingalpha.com/a/20b75
9/17/15
John Vincent
David Tepper has a new ~8% of portfolio stake in $AAPL in Q1. It now trades ~8% below his cost-basis. See http://seekingalpha.com/a/223eu
9/17/15
John Vincent
Carl Icahn built a huge ~8% of business stake in $LNG in Q2. It now trades ~20% below his cost-basis. See http://seekingalpha.com/a/221aq
9/17/15
Look what he paid for CVRR .alot
9/18/15
I am trying to get out, where ever he hold shares. What is good for him not good for me.
9/17/15
John Vincent
Paulson added a ~7% stake in Starwood ($HOT) in Q2. It now trades ~12% below his cost-basis. See http://seekingalpha.com/a/223dq
9/17/15
yee pee Air B&B
9/17/15
John Vincent
Glenn Greenberg has a new 5.5% stake in Brookfield ($BAM). It now trades ~14% below his cost-basis. See http://seekingalpha.com/a/21ya4