T2 Partners' Q1 portfolio has been filed. New or increased positions include WFC, GE, GGP, MSFT, COST, LH, SCC, CMG, AAPL, YHOO, AB, DPZ, ALD, MBI, etc.
Yesterday's SEC filings show that Bill Ackman has purchased approximately 7.5% of General Growth Properties' outstanding shares, throw in the total return swaps and Pershing's total exposure amounts to 19.9%. Before anyone gets too excited, please keep in mind that majority of Ackman's purchases took place in the 50 cent range.
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