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  • Farallon Capital: Another Hedge Fund Likes CapitalSource [View article]
    Andoverman, you didn't miss anything. The original title of the article is different on our site MarketFolly ("Farallon Fancies Capitalsource"). The SA Editors re-titled it and you are correct in insinuating that it is misleading a bit. We were merely pointing out in the article that is their largest US equity long position by a wide margin.
    Sep 08 15:56 pm |Rating: 0 0 |Link to Comment
  • Maverick Capital's 13F Filing for Q408 [View article]
    thanks for the comment. They added to their BRK-A position, so they added the A shares. Then they reduced their position in BRK-B, the B shares. The article should say BRK-B under the "reduced" column. I apologize for any confusion and I'll notify SA to edit this. Thanks.
    Mar 12 13:52 pm |Rating: 0 0 |Link to Comment
  • Hedge Fund Tracking: Farallon Capital Management (Thomas Steyer), Q3 2008 [View article]
    haha TimboM, now that would be something interesting... imagine if you could short the hedge fund itself hah
    Jan 06 17:53 pm |Rating: 0 0 |Link to Comment
  • Five Actionable Ideas for 2009 [View article]
    good stuff as always mebane. I suggest everyone definitely check out his alphaclone for following the smart money, very useful tool they've created. also, if you want to just check out some of the current portfolios of prominent hedge funds, we've been doing our hedge fund portfolio tracking over the past few weeks: www.marketfolly.com/20...
    Jan 02 12:16 pm |Rating: +1 0 |Link to Comment
  • Hedge Fund Tracking: Lee Ainslie's Maverick Capital, Q3 2008  [View article]
    maverick as in the dallas mavericks i believe... as the fund's capital founders were based in dallas
    Nov 20 12:49 pm |Rating: 0 0 |Link to Comment
  • Hedge Fund Tracking: Tremblant Capital [View article]
    edward lord clarendon.

    hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.

    kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs.
    Aug 15 10:09 am |Rating: 0 0 |Link to Comment
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