Christopher R. Hansen’s global long/short equity hedge fund, Valiant Capital Management, has filed their 13F for the quarter ending 9/30/2012. Summary for 09/30/2012 13F Filing Market Value: $951,105,192 Prior Market Value: $866,756,386 New Purchases: 1 stock Additional Purchases: 3 stocks Sold out of: 1 stock Reduced holdings in: 1 stock Concentration % of Top 10 […]

Daniel Loeb’s Third Point LLC filed an amended 13F for the quarter ending June 30th, 2012 disclosing a new position in Murphy Oil.  Third Point held 1,500,000 shares of MUR valued at approximately $75,435,000.  This represents 2.25% of their reported 13F portfolio. From Yahoo! Finance, Murphy Oil Corporation, through its subsidiaries, engages in the exploration and […]

Starboard Value LP, a New York hedge fund run by Jeff Smith, filed a new 13D disclosing ownership of 1,192,000 shares of VVI as of August 13th. This gives Starboard Value a 5.9% stake in the company and is an increase of 402,930 shares over what they reported on their newly amended June 30th 13F filing.  Their original June […]

The Whalewisdom Heat Map for Q2 2012 is ready. The top 10 Heat Map Stocks (calculated from 107 filers) Stock Highlights Mead Johnson Nutrition Company (MJN) # of filers holding stock: 16 # of times in top 10 holdings: 3 Average portfolio rank: 282 # of filers increasing position: 9 # of filers decreasing position: 7 […]

Warren Buffett’s Berkshire Hathaway has filed a 13F for Q2 2012.  Get complete listings here. Summary for 06/30/2012 13F Filing Market Value: $74,321,385,223 Prior Market Value: $75,302,404,351 New Purchases: 2 stocks Additional Purchases: 8 stocks Sold out of: 1 stock Reduced holdings in: 12 stocks Concentration % of Top 10 Holdings: 87.04% 13F Holdings Summary […]