Tracking David Winters' Wintergreen Advisors Portfolio - Q2 2013 Update

Below is a spreadsheet that highlights David Winters' Wintergreen Advisors 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 John Paulson's Paulson and Co. Holdings - Q2 2013 Update

Below is a spreadsheet that highlights John Paulson'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 following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .

Tracking Carl Icahn's Holdings - Q2 2013 Update

Below is a spreadsheet that highlights Carl Icahn'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 following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .

Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q2 2013 Update

Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office US long stock portfolio as of Q2 2013. Druckenmiller is a protege of George Soros and follows his trend-following trading style. Check-out “The Alchemy of Finance” and other works to know more about Soros' trading style and philosophy.  For a look at how Duquesne portfolio has progressed, see our previous update:

This quarter, Druckenmiller’s US long portfolio decreased from $1.45B to $674M, a drop of 54%. The number of holdings in the portfolio also decreased from 21 to 17. The top five holdings represent close to 67% of the US long assets, making it a very concentrated portfolio. The largest holding is Google Inc. (GOOG) which has an allocation of just over 29% of the US long portfolio. Druckmiller’s assets are diversified globally and the US long portfolio is only a fraction of his overall assets (Stanley Druckenmiller’s personal net worth was $2.8B as of March 2013).

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 Robert Karr's Joho Capital Portfolio - Q2 2013 Update

Below is a spreadsheet that highlights the changes to Robert Karr's Joho Capital US long stock portfolio as of Q2 2013. Please check out our previous update to have an idea on how the portfolio is progressing:

 Karr's portfolio increased by around 29% this quarter from around $902M to just over $1.16M. Karr made several adjustments to the portfolio this quarter. The prominent ones are:

a) A large 13.68% position in Baidu Inc. (BIDU) established at prices between $84 and $113 last quarter was increased by 64% to an 18.56% stake,
b) A large 9.44% position in Micron Technology (MU) established at prices between $6.34 and $10 was reduced by ~36% at much higher prices to a 6.62% stake,
c) A large 7.21% stake establishment in Mindray Medical (MR) at around $38, and
d) The 4.35% position in Sina Group (SINA) was eliminated.

The largest position is a 21.72% stake in Google (GOOG).

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 Charles Akre's Akre Capital Management Portfolio - Q2 2013 Update

Below is a spreadsheet that highlights the changes to Charles Akre's Akre Capital Management US long stock portfolio as of Q2 2013. Please check out our previous update to have an idea on how the portfolio is progressing:

 Akre established a 2.28% position in Live Nation Entertainment (LYV) this quarter. Other significant moves include a ~140% stake increase in Colfax Corporation (CFX) and a stake doubling in Directv (DTV). The positions now account for over 9% of the US long portfolio each.

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 Francis Chou's Chou Associates Portfolio - Q2 2013 Update

Below is a spreadsheet that highlights the changes to Francis Chou's Chou Associates US long stock portfolio as of Q2 2013. For a look at how his portfolio has progressed, see our previous update:

 The only significant buy this quarter was a ~36% stake increase in Resolute Forest Products (RFP) - Francis Chou has been bullish on this name since 2010 when the company was named Abitibibowater. his average cost-basis is much higher. Chou also sold more than half of his stake in Overstock (OSTK) and about 45% of Actavis (ACT). ACT is a very long-term holding (prior to 2007 when it was Watson Pharmaceuticals) and Chou is harvesting large capital gains from this position.

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 .