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Todd Combs', Warren Buffett's new investment hire, Portfolio at Castle Point

By valuehawk on Tue, 2010-10-26 09:56
(via www.rocketfinancial.com)

You can get a good look at Castle Point's portfolio here:
http://www.rocketfinancial.com/Holdings.aspx?fID=10102

He's obviously very focused on financial services companies. You can also look back over time and see what he held in the past!

Fairholme (Bruce Berkowitz) files 13F for December 31st, 2009

By valuehawk on Wed, 2010-02-17 09:41
(via www.rocketfinancial.com)

Fairholme's Q4 portfolio has been filed. New or increased positions include C, BNI, CIT, CMCSK, RF, CMCSA, MI, BRKa, ACF, HUM, WLP, HTZ, SPR, FUR, RRR, JOE, and LUK.