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2023-06-20 21:39:46 ET Summary John Paulson's 13F portfolio value increased by around 8% from approximately $1.11B to $1.20B in Q1 2023. The top five positions in the portfolio are Bausch Health, Brightsphere Investment Group, Novagold, Perpetua Resources, and Horizon Therapeutics...
2023-06-05 23:26:12 ET Summary Fairholme's 13F stock portfolio value increased marginally from $1.20B to $1.21B in Q1 2023, with most assets invested in St. Joe Company. New stake in Magellan Midstream established, while Alibaba Group Holdings and Old Republic International were d...
2023-04-13 00:09:43 ET Summary Mark Calabria published the book Shelter From The Storm, which has some insights that investors can use to shelter from the storm of a restructuring of the GSE balance sheets. Calabria believes the single most important action he could have taken dur...
2023-03-21 22:34:21 ET Summary Bruce Berkowitz’s 13F stock portfolio value increased this quarter from $1.03B to $1.20B. They decreased Berkshire Hathaway and Intel Corp this quarter. They also dropped Kinder Morgan. The 13F portfolio is mostly invested in St. Joe Compa...
2023-03-09 23:03:35 ET Summary Carl Icahn’s 13F portfolio value increased from $21.23B to $21.75B this quarter. They decreased Cheniere Energy substantially this quarter. Icahn Enterprises, CVR Energy, and FirstEnergy are the three largest positions. This arti...
Summary John Paulson’s 13F portfolio value decreased from $1.37B to $1.11B this quarter. Paulson & Company decreased AngloGold Ashanti while increasing Agnico Eagle Mines. The top three positions are at 47% of the portfolio. For further details see: ...
Summary Bill Ackman’s 13F portfolio value increased from $7.88B to $8.78B this quarter. Pershing Square increased Howard Hughes Corp. substantially this quarter. The largest three 13F positions are Lowe's Companies, Restaurant Brands, and Chipotle Mexican Grill. They together...
Summary On January 9, 2023, the Supreme Court denied writ of certiorari on the Takings Claim. The potential massive dilution of common shares may seem negative for current common shareholders, but it ultimately maximizes the size of the government's ownership stake. Junior preferred...
Summary Bruce Berkowitz’s 13F stock portfolio value decreased this quarter from $1.21B to $1.03B. They increased Berkshire Hathaway while decreasing Kinder Morgan during the quarter. The 13F portfolio is mostly invested in St. Joe Company. This article is part of a ...
Summary Carl Icahn’s 13F portfolio value decreased from $21.87B to $20.86B this quarter. They reduced Cheniere Energy while increasing Southwest Gas Holdings. Icahn Enterprises, CVR Energy, and Cheniere Energy are the three largest positions. This article is p...