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Tracking Mason Hawkins' Southeastern Asset Management Portfolio - Q3 2015 Update

2015-11-16 12:12:20| Industrial Machines - Topix.net

Mason Hawkins' 13F portfolio decreased ~20% from $14.95B to $11.85B this quarter. The number of positions increased from 28 to 31. The top-three positions are Level 3 Communications, Fedex Corporation, and McDonald's and they add up to around 30% of the portfolio.

Tags: management update portfolio tracking

 

Tracking David Winters' Wintergreen Advisers Portfolio - Q3 2015 Update

2015-11-15 23:06:42| Railroads - Topix.net

This article is part of a series that provides an ongoing analysis of the changes made to David Winters' 13F stock portfolio on a quarterly basis. It is based on Winters' regulatory 13F Form filed on 11/13/2015.

Tags: david update portfolio tracking

 
 

Tracking David Winters' Wintergreen Advisers Portfolio - Q3 2015 Update

2015-11-15 22:41:56| Beverages - Topix.net

This article is part of a series that provides an ongoing analysis of the changes made to David Winters' 13F stock portfolio on a quarterly basis. It is based on Winters' regulatory 13F Form filed on 11/13/2015.

Tags: david update portfolio tracking

 

Tracking David Abrams' Abrams Capital Management Portfolio - Q3 2015 Update

2015-11-15 14:07:04| Industrial Machines - Topix.net

David Abrams' 13F portfolio decreased ~5% this quarter from $1.47B to $1.40B. The number of positions increased from 12 to 14. The top-three positions are Western Union, Microsoft Corporation, and Wells Fargo and they add up to ~55% of the portfolio.

Tags: management david update capital

 

Tracking David Abrams' Abrams Capital Management Portfolio - Q3 2015 Update

2015-11-15 13:10:18| Biotech - Topix.net

David Abrams' 13F portfolio decreased ~5% this quarter from $1.47B to $1.40B. The number of positions increased from 12 to 14. The top-three positions are Western Union, Microsoft Corporation, and Wells Fargo and they add up to ~55% of the portfolio.

Tags: management david update capital

 

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