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2011 Q1 Portfolio Tracking: Seth Klarman, David Winters, Meryl Witmer available

May 13, 2011 8:17 PM ETANV
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Davy Bui's Blog
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The latest 13F-HR reports from the following money managers has been processed & are available in readable spreadsheet format at my Enlightened American blog:

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The item that really jumped out at me was Seth Klarman opening a position in Allied Nevada Gold (ANV). At $87M, it is not a huge position but is the first time in the years I've been following him that I can recall Klarman's Baupost fund buying a gold mining stock.

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