Below is a spreadsheet that shows changes to Wilbur Ross's US long
portfolio as of Q4 2013. To see how his portfolio has progressed, click on our previous update:
The activity in the quarter includes a one-third stake reduction in Bankunited (BKU) and a huge 42.87% of the US long portfolio stake instantiation in Navigator Holdings (NVGS) - Ross bought a 44% stake in Navigator Holdings in 2012 from Lehman Brothers for $110M during bankruptcy proceedings and the IPO in November 2013 resulted in the shares getting allocated.
To know more about Wilbur Ross, check out the book The Vulture Investors. To learn more about their investing style and philosophy and how to profit from such strategies, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
The activity in the quarter includes a one-third stake reduction in Bankunited (BKU) and a huge 42.87% of the US long portfolio stake instantiation in Navigator Holdings (NVGS) - Ross bought a 44% stake in Navigator Holdings in 2012 from Lehman Brothers for $110M during bankruptcy proceedings and the IPO in November 2013 resulted in the shares getting allocated.
To know more about Wilbur Ross, check out the book The Vulture Investors. To learn more about their investing style and philosophy and how to profit from such strategies, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
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