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Baillie Gifford exits First Solar

Posted on April 4th, 2012 by daniel

According to a newly released Schedule 13G, Baillie Gifford has exited its position in FLSR as of March 31st.  BG had owned FSLR since at least 2007 according to 13F filings.  They held 6,468,876 shares of FSLR as recently as December 31st, 2011. First Solar Inc designs and manufactures solar modules using a proprietary thin […]

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AAPL Holders over the years

Posted on March 27th, 2012 by daniel

Apple’s recent ascent past the $500 billion valuation level got me interested in 13f holders of the stock over the years.  Let’s run a few queries and see whose profited from the stock. Whalewisdom’s 13f database goes back to the March 2011 quarter.  From March 31, 2001 to Dec. 31, 2012 there have been 44 […]

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Glenview Capital opens a new position in Tenet Healthcare (THC)

Posted on March 23rd, 2012 by daniel

According to a newly released Schedule 13G, Lawrence Robbin’s Glenview Capital purchased 22,405,900 shares of THC on March 13th representing a 5.46% stake in the company. Tenet Healthcare  is an owner and operator of  hospitals, ambulatory surgery centers, diagnostic imaging centers, and related health care facilities in the United States.

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Latest Hedge Fund Reads

Posted on March 20th, 2012 by daniel

Hayman’s Kyle Bass thinks gold has a lot further to go [wallstcheatsheet.com] Warren Buffett trashes gold [wallstcheatsheet.com] Baupost’s Seth Klarman discusses 2011 performance [www.businessinsider.com] Warren Buffett’s Top Dividend Stocks [seekingalpha.com] Pershing Square Capital wants changes at CP [seekingalpha.com] Pershing’s Bill Ackman discusses worst investment he’s made [www.businessinsider.com] Seven stocks George Soros Loves [stockpickr.com] High Conviction Picks from […]

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Increased investment in Mueller Water Products from Mount Kellett Capital

Posted on March 19th, 2012 by daniel

Mount Kellett Capital just disclosed an increased ownership position in Mueller Water Products (MWA). They now have a 5.2% stake in the company owning 8,151,207 shares, an increase of 5,358,200 from their 13F filing for 12/31/2011.

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