- Jim Chanos’ 13F portfolio value increased from $329M to $355M this quarter.
- Kynikos dropped MetLife & iShares 20-year bond ETF during the quarter.
Jim Chanos’ 13F portfolio value increased ~8% from $329M to
$355M 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 Q3 2017. To have an idea of how the
holdings have progressed click on our previous update:
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