Tracking David Tepper's Appaloosa Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights David Tepper's Appaloosa Management Portfolio moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








To know more about Tepper's distress investing style, check out Distress Investing: Principles and Technique.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Ken Fisher's Fisher Asset Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Ken Fisher's Fisher Asset Management Portfolio moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:






To know more about Ken Fisher, check-out his Research Papers (most notably in Behavioral Finance), investment books (several of them were NY Times best sellers) and his father Philip Fisher’s scuttlebutt investment philosophy explained in the book “Common Stocks and Uncommon Profits and Other Writings”.


To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

Tracking Kahn Brothers' Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Irving Kahn's Kahn Brothers Group 13F US long portfolio moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








 Irving Kahn was a disciple of Benjamin Graham and is the author of "Benjamin Graham The Father of Financial Analysis". He was one of the closest followers of the original teachings of Benjamin Graham.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Yacktman Asset Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Donald Yacktman's moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:



 To know more about Yacktman's bottom-up value investing philosophy, check-out the book "Value Investing: From Graham to Buffett and Beyond".

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Dan Loeb's Third Point Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Dan Loeb's Third Point Portfolio this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








To know more about Dan Loeb's Third Point, check-out his letters to shareholders at their site. His activist investing style that is epitomized by scathing letters to CEOs is covered in "Chapter 7: The Poison Pen: Dan Loeb, Third Point" in the book "The Alpha Masters: Unlocking the genius of the world's top hedge funds".

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Tweedy, Browne Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Tweedy Browne's portfolio this quarter.  Please check-out our SeekingAlpha column for an analysis of the moves:










Tweedy Browne (TBGVX) (TWEBX) (TBHDX) (TBCUX) has released a number of investment research papers over the years and that is a valuable resource for anyone looking to learn from their investment philosophy.  The best known work is “What Has Worked in Investing: Studies of Investment Approaches and Characteristics Associated With Exceptional Returns” that was first released in 1992. Christopher Browne authored “The Little Book of Value Investing”, a great introduction.


To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Ole Andreas Halvorsen's Viking Global Portfolio this quarter.   Please check-out our SeekingAlpha column for an analysis of the moves:




 Viking Global was established in 1999 and Ole Andreas Halvorsen is considered one of the most successful among the "tiger cubs" and he currently manages over $25B. To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  

Tracking Jeffrey Ubben's ValueAct Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights changes to Jeffrey Ubben's ValueAct Capital US long stock portfolio this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




To know more about activist investing, check out Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

Tracking Robert Karr's Joho Capital Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights changes to Robert Karr's Joho Capital portfolio this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:






Karr is one of the most successful among the “tiger cubs” (protégés of Julian Robertson & his legendary Tiger Fund). Although Karr’s main expertise is in Asian equities, ~30% of the assets are typically in US listed 13F securities. To know more about Robert Karr and "tiger cubs", check out the book Julian Robertson: A Tiger in the Land of Bulls and Bears.  



To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.   



Tracking Nelson Peltz's Trian Fund Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Nelson Peltz's moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




To know more about activist investing, check out Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Wallace Weitz's moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




 To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.

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

Below is a spreadsheet that highlights David Abrams' moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




 To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

Tracking Alex Roepers' Atlantic Investment Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights Alex Roepers' moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:



To know more about activist investing, check out Deep Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

Tracking Larry Robbins' Glenview Capital Management Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Larry Robbins' Glenview Capital Holdings US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

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

Below is a spreadsheet that highlights the changes to Mason Hawkins' Southeastern Asset Management US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:








Southeastern is best known for its investor friendly attributes. The characteristics that make the fund family distinct are elaborated in Chapter 10 of David Swensen's (Yale Endowment) book "Unconventional Success: A Fundamental Approach to Personal Investment".

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  

Tracking Stephen Mandel's Lone Pine Capital Holdings - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Stephen Mandel's Lone Pine Capital US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




Stephen Mandel is a bonafide "tiger cub". To know more about Julian Robertson and his legendary Tiger Management, check out Julian Robertson: A Tiger in the Land of Bulls and Bears.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  

Tracking Allan Mecham's Arlington Value Capital Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Allan Mecham's Arlington Value Capital's US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:




To know more about value investing, check out Value Investing: A Value Investor's Journey Through The Unknown.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.   

Tracking Ruane, Cunniff & Goldfarb's Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Ruane, Cunniff & Goldfarb's US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:



To learn about Benjamin Graham's teachings on value investing, check out the classics The Intelligent Investor and Security Analysis

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.  

Tracking Gardner Russo & Gardner Portfolio - Q3 2015 Update

Below is a spreadsheet that highlights the changes to Gardner Russo & Gardner's US long portfolio holdings this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:






To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy

Tracking Charlie Munger's Daily Journal Portfolio - Q3 2015 Update

The spreadsheet below show Charlie Munger's Daily Journal US stock holdings as of Q3 2015. Please visit our previous updates to get an idea on how the portfolio has progressed:




To know more about Charlie Munger, check out the book Poor Charlie's Almanack: The Wit and Wisdom of Charles T. Munger.

To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .   

Labels

401k ( 15 ) Abad Turtle Beach ( 1 ) Abrams Capital Management ( 5 ) Acoustic Electric Guitars ( 1 ) Acoustic Guitars ( 1 ) ACT ( 1 ) Activist ( 4 ) Address Change ( 2 ) Advanced Placement ( 4 ) air asia ( 2 ) airlines ( 2 ) Akre Capital Management ( 18 ) Alex Roepers ( 5 ) AP ( 4 ) apartments ( 2 ) Appaloosa ( 15 ) ARIUS ( 1 ) Arlington Value Capital ( 3 ) Atlantic Investment Management ( 5 ) Ayemenem ( 1 ) Bangalore ( 3 ) Bangkok ( 2 ) Bannerghatta National Park ( 1 ) barbuda ( 2 ) Battery Park ( 1 ) Baupost ( 2 ) Baupost Group ( 17 ) bay area ( 2 ) BDCs ( 3 ) Benjamin Graham ( 2 ) Benjamin Graham Model ( 2 ) Berijam Lake ( 2 ) Berkshire Hathaway ( 30 ) best sites ( 9 ) Bill & Melinda Gates Foundation ( 13 ) Bill Ackman ( 19 ) Bill Gates ( 14 ) Blue Ridge Capital ( 13 ) Blum Capital Partners ( 12 ) books ( 4 ) Boone Pickens ( 2 ) BP Capital Management ( 2 ) Brave Warrior ( 3 ) Brave Warrior Advisors ( 12 ) british honduras ( 2 ) Bruce Berkowitz ( 19 ) Bruce Fund ( 12 ) Camcorders ( 3 ) canada ( 4 ) cancun ( 3 ) CANROYs ( 7 ) Cantillon ( 12 ) carl icahn ( 9 ) Carl Ichan ( 8 ) casino ( 3 ) Casio ( 2 ) CBRE ( 2 ) CEF ( 2 ) Charles Akre ( 15 ) Charlie Munger ( 14 ) Chase Coleman ( 13 ) Chou Associates ( 18 ) Christmas gifts ( 7 ) Christopher H. Browne ( 7 ) Chuck Akre ( 13 ) Cisco ( 2 ) Class Action Settlements ( 2 ) CLEP ( 1 ) Coatue Management ( 13 ) Cochin ( 2 ) coin collecting ( 266 ) collectibles ( 266 ) Consumer Product Reviews ( 29 ) cook islands ( 2 ) coonoor ( 2 ) Covered Calls ( 2 ) credai ( 4 ) Daily Journal ( 14 ) Dalal Street ( 8 ) Dan Loeb ( 10 ) DAT ( 1 ) David Abrams ( 5 ) David Einhorn ( 22 ) David Swensen ( 17 ) David Tepper ( 15 ) David Winters ( 15 ) DCF ( 2 ) Digital Piano ( 3 ) Dinakar Singh ( 13 ) Donald Yacktman ( 10 ) dry bulk shipping ( 2 ) Duquesne ( 18 ) Education ( 37 ) Edward Lampert ( 14 ) Egerton Capital ( 13 ) Egypt ( 3 ) Elementary Education ( 10 ) Elementary School Textbooks ( 5 ) eReaders ( 2 ) Eric Mindich ( 13 ) ESL Investments ( 9 ) ESPP ( 6 ) ETF ( 2 ) ETN ( 2 ) Eton Park ( 13 ) Everyday Musings ( 58 ) Exam Prep ( 7 ) Exiting the rat race - how to? ( 19 ) EXPLORE ( 1 ) Fair Value Estimates ( 4 ) Fairfax Financial ( 4 ) Fairfax Financial Holdings ( 14 ) Fairholme ( 19 ) Fairpointe ( 13 ) Family Office ( 5 ) FD Laddering ( 1 ) Financial Independence ( 93 ) Fisher Asset Management ( 10 ) Flash Camcorders ( 3 ) flat ( 4 ) flats ( 2 ) Flip ( 3 ) Francis Chou ( 18 ) free ( 17 ) frugal ( 3 ) Frugal Living ( 34 ) Fund Holdings ( 756 ) futures ( 2 ) FVE ( 2 ) gambling ( 3 ) garmin ( 2 ) Genting ( 2 ) george soros ( 21 ) giveaway ( 15 ) Glenn Greenberg ( 16 ) Glenview Capital ( 10 ) GMAT ( 1 ) Google ( 2 ) Gotham Asset Management ( 7 ) gps ( 5 ) GRE ( 1 ) Greenlight Capital ( 22 ) Guitars ( 3 ) Half Marathon ( 2 ) Hawaii ( 2 ) Hedge Funds ( 775 ) HELOC ( 1 ) High School Education ( 7 ) High School Textbooks ( 6 ) HOA ( 3 ) hobby ( 17 ) holiday shopping ( 7 ) Holidays ( 3 ) Holyland ( 11 ) Home Improvement ( 2 ) home ownership ( 5 ) Homes ( 18 ) Homeschool ( 18 ) Houses ( 2 ) Housing ( 3 ) Hykon ( 2 ) Ian Cumming ( 15 ) Icahn Enterprises ( 6 ) india real estate ( 5 ) Infinuvo ( 6 ) Insurance ( 2 ) invesco ( 17 ) investing strategies ( 2 ) Investment Portfolio ( 94 ) Investment Research ( 10 ) Investments ( 7 ) iRobot ( 5 ) Irving Kahn ( 10 ) israel ( 5 ) Jason Maynard ( 10 ) Jefferies ( 2 ) Jeffrey Bruce ( 13 ) Jeffrey Ubben ( 12 ) Jerusalem ( 2 ) Jim Chanos ( 13 ) Joel Greenblatt ( 7 ) John Armitage ( 13 ) John Griffin ( 13 ) John Paulson ( 17 ) Joho Capital ( 15 ) Jordan ( 3 ) Joseph Steinberg ( 9 ) Julian Robertson ( 4 ) Kahn Brothers ( 10 ) Kakkanad ( 4 ) Kanyakumari ( 2 ) Kawai ( 2 ) Ken Fisher ( 10 ) kerala real estate ( 5 ) Kids ( 49 ) Kids Yamaha ( 3 ) Kindle ( 2 ) kochi ( 8 ) Kodaikanal ( 2 ) Korg ( 2 ) Kraft ( 2 ) Kuala Lumpur ( 2 ) KWA ( 2 ) Kynikos ( 13 ) laptop ( 5 ) Larry Robbins ( 10 ) Las Vegas ( 2 ) Leon Cooperman ( 14 ) Leucadia ( 2 ) Leucadia National ( 13 ) Lone Pine Capital ( 9 ) long ( 6 ) long call ( 2 ) long puts ( 3 ) Lou Simpson ( 15 ) LSAT ( 1 ) Mahabalipuram ( 2 ) Malaysia ( 3 ) Marathon ( 2 ) Mark McGoldrick ( 10 ) Markel ( 13 ) Mason Hawkins ( 4 ) MCAT ( 1 ) Melinda Gates ( 7 ) memorabilia ( 266 ) MFP Investors ( 13 ) Michael Dell ( 15 ) Michael Price ( 13 ) Middle School Education ( 4 ) Middle School Textbooks ( 3 ) Mini Notebook ( 3 ) MODUS ( 1 ) Mohnish Pabrai ( 21 ) mortgage ( 2 ) Mount Kellett ( 10 ) MSD Capital ( 15 ) Music ( 6 ) Mutual Funds ( 5 ) mysore ( 2 ) Nelson Peltz ( 9 ) Netbook ( 4 ) Notebook ( 3 ) numismatics ( 266 ) O-Duster ( 1 ) Oahu ( 2 ) offers ( 2 ) Ole Andreas Halvorsen ( 10 ) Omega Advisors ( 14 ) online tax ( 4 ) ooty ( 2 ) Options ( 4 ) Pabrai Fund ( 17 ) passive income ( 7 ) pattaya ( 2 ) Paulson & Company ( 7 ) Paulson and Company ( 9 ) PEG ( 2 ) Pershing Square ( 19 ) Phil Fisher ( 5 ) philately ( 283 ) Philippe Laffont ( 13 ) Piano ( 9 ) PLAN Test ( 1 ) portfolio ( 4 ) Prem Watsa ( 17 ) product reviews ( 13 ) Property Taxes ( 2 ) PSAT ( 1 ) R2I ( 24 ) R2I Finances ( 3 ) R2I Housing ( 5 ) Raising Kids ( 41 ) Rat Race ( 15 ) RBS Partners ( 12 ) reading ( 5 ) real estate ( 6 ) Reducing Expenses ( 2 ) REIT ( 3 ) Retirement Portfolio ( 9 ) Reviews ( 81 ) Richard C. Blum ( 12 ) Robert Bruce ( 13 ) Robert Karr ( 15 ) Robotic Vacuum ( 4 ) Roland ( 2 ) Roomba ( 10 ) schooling ( 2 ) Sears ( 9 ) seeking alpha ( 2 ) Services - Reviews ( 33 ) Seth Klarman ( 19 ) Shipping ( 5 ) Shopping ( 3 ) short ( 5 ) short calls ( 2 ) short put ( 2 ) short puts ( 2 ) short selling ( 7 ) Ski ( 5 ) Sled ( 4 ) Solar Stocks ( 13 ) Soros Fund Management ( 14 ) Southeastern Asset Management ( 4 ) Southwest ( 2 ) spin-offs ( 2 ) SQ Advisors ( 15 ) stamp collecting ( 283 ) Stanley Druckenmiller ( 18 ) Statue of Liberty ( 2 ) Stephen Mandel ( 9 ) Stock Analysis ( 84 ) Stock Investments ( 4 ) Stock Portfolio Updates ( 6 ) stocks ( 3 ) summer ( 2 ) tax ( 6 ) TaxAct ( 3 ) TaxCut ( 1 ) Teacher's Editions ( 5 ) Technology ( 4 ) Test Prep ( 11 ) Thailand ( 3 ) Thekkady ( 2 ) theme park ( 2 ) Third Point ( 10 ) Thomas Gayner ( 13 ) Thyra Zerhusen ( 13 ) Tiger Cub ( 28 ) Tiger Global ( 14 ) Tiger Management ( 12 ) Time Square ( 2 ) TOEFL ( 1 ) TPG-Axon ( 13 ) Travel ( 278 ) Travel Reviews ( 82 ) Trian Fund Holdings ( 9 ) trip report ( 21 ) TurboTax ( 3 ) Tweedy Browne ( 10 ) Vacations ( 28 ) value investing ( 12 ) ValueAct ( 5 ) ValueAct Holdings ( 6 ) Vancouver ( 2 ) Video ( 3 ) Viking Global ( 10 ) Wallace Weitz ( 10 ) Warren Buffett ( 30 ) Wayanad ( 4 ) Weitz Investment Management ( 9 ) wilbur ross ( 17 ) William Von Mueffling ( 12 ) Wintergreen Advisors ( 15 ) Yacktman Asset Management ( 10 ) Yale Endowment ( 17 ) Yale University ( 7 ) Yamaha ( 7 ) YDP ( 1 ) YPG ( 1 )