For those who follow Whitney Tilson -
Our 10 largest long positions in descending order of size: Berkshire, Iridium, Howard Hughes, AIG, Goldman, Citigroup, JC Penney, Netflix, SanDisk, and Resource America. Other positions of note: we still own Dell and Microsoft; our newest position is Justice Holdings (Burger King); and we own Wells Fargo and JP Morgan Chase primarily via TARP warrants.
Our 10 largest short positions in descending order of size: InterOil, five homebuilders (the largest of which is Standard Pacific), three social networking companies (the largest of which is LinkedIn), Salesforce.com, Green Mountain Coffee Roasters, five for-profit education companies (the largest of which is ITT Education), St. Joe, Lululemon Athletica, Nokia, and Michael Kors. |
