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Index To Updates On Value Manager's Holdings

I have followed a number of managers for some time, and wanted to create an index of these reports, allowing interested readers to follow the updates on their favorite managers through time, and hopefully discover some new managers worth following. The positions are always reported to the SEC 1.5 months after the time period ends, so the Q4 2016 updates would have come out the middle of February 2017.

Scion Capital (Michael Burry of the Big Short)

Scion Capital is the vehicle Michael Burry has chosen to get back into the investment management game. I believe I was the first to publicly report on his holdings after he was once again required to file with the SEC, and given the precience he showed going into the great recession I think his positions are always worth a look.

Q3 2016 Update

Q2 2016 Update

Q1 2016 Update

Q4 2015 Update and Initial Write-up

Glazer Capital

This fund focuses on convertible arbitrage. Given their size, they focus on big-cap arbitrage, whereas in my subscription service, the Microcap Review, I publish multiple ideas per month on arbitrage in more overlooked/smaller securities.

Q1 2017 Update

Q4 2016 Update

Q3 2016 Update

Q2 2016 Update

North Star Microcap Fund

This fund focuses on microcap stocks, and has outperformed its benchmark the Russell 2000 over its life. It appears to outperform moreso in up markets than down.

Q1 2017 Update

Q4 2016 Update

Arlington Value - Allan Mecham

Allan Mecham runs the Arlington Value Fund out of Utah, and has become somewhat famous for a string of excellent returns. Some of them have come from leveraged investing in value stocks (including regular Berkshire Hathaway positions) and some from stock picking.

Q1 2017 Update

Q4 2016 Update

Q3 2016 Update

Q1 2016 Update

Q4 2015 Update

Q2 2015 Update

Q1 2015 Update

Q3 2014 Update

Q2 2014 Update

Q4 2013 Update

Q3 2013 Update

Q2 2013 Update

Chou Opportunity Fund

This fund is a highly concentrated value firm run by a Canadian stock picker, Francis Chou. They have recently underperformed due to a SHLD position, but previous to that performance was very good.

Q4 2013 Update

Oceanstone Fund - James Wang

While Mr Wang passed away after only a few updates, I found his fund exceptional and think the updates on it are still worth reading, more for the process used to generate the ideas than the ideas themselves.

Q2 2014 (RIP James Wang)

Q1 2014 Update

Q4 2013 Update

Q3 2013 Update

Q3 2013 Update

Author's Note

One of the things about most funds large enough to be SEC reporting is that their positions have to be large capitalization companies. Otherwise, to take a meaningful position they would own too high a percentage of a firm. I don't have that limitation, which is why I write extensively on Microcap stocks in my subscription research service, the Microcap Review.

It includes a number of arbitrage ideas each month, plus net-nets (companies selling for less than their current assets after subtracting all liabilities!), and general value ideas. Learn more!