- Jim Chanos’ 13F portfolio value decreased from $427M to $329M this quarter.
- Kynikos decreased large stakes in a number index ETFs during the quarter.
Jim Chanos’ 13F portfolio value decreased ~23% from $427M to
$329M this quarter. Recent 13F reports show around 45 positions. As Kynikos is
focused on short-selling, his long positions covered in the 13F are probably
hedged. For an introduction to short-selling, check-out the book "Short Stories from the Stock Market:
Uncovering Common Themes Behind Falling Stocks to Find Uncommon Short Ideas".
Below is a spreadsheet that shows the changes to Jim Chanos'
Kynikos US long portfolio holdings as of Q2 2017. To have an idea of how the
holdings have progressed click on our previous update:
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 .
No comments :
Post a Comment