Value Investing News

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!

Sequoia's Q4 portfolio has been filed. New positions include: WSH, ATLS, STRA, ACGL, FSC, AZO, MRK, KMR, CMCSK, LMT, LH, ORCL, APA, MMM, SLB, RHI, TROW, LOW, ADP, VAR, and YBTVA.

Tilson's Q4 portfolio has been filed. New positions include ATLS, JPM warrants, BKCC, BNCL, FNF, CMG, C, TCX, MSFT, SATS, WEN, KFT, MVC, PFCB, Y, FL, HEK, BGP, WINN, and DLIA.

Longleaf's Q3 portfolio has been filed. New or increased positions include DTV, BK, IHG, WSH, TWTC, YUM, LVLT, MKL, FIC, RE, WEN, AOC, DELL, and CHK.

Berkshire Hathaway's Q4 portfolio has been filed. New or increased positions include BNI, WMT, IR, RSG, IRM, BDX, and WFC.

Monish Pabrai's Q4 portfolio has been filed. New or increased positions include: CSE, POT, CRESY, and FFH.

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.

Pershing Square's Q4 portfolio has been filed. New or increased positions include: H, LNY, and CXW