PWH

Heebner Pukes His Positions

You can see exactly what he's holder in all the CGM funds as of the end of the third quarter (September 30, 2008) by pulling the NQ filings at sec.gov. CGM of course won't tell you what's changed between the end of June and the end of September. A big bet on two Brazilian banks, Citigroup, Wells Fargo...well you can get the report yourself. I just had a hard time finding out anything about the current portfolio, which I thought was important since it changes by the minute.