Power of Compound Interest!
Did you know $500 contributed yearly compounded at 25% for 27 yrs = over $1 million !

Great Stock Investors.
  • 29% for 37 yrs. - George Soros
  • 21% for 40 yrs. - Warren Buffett
  • 29% for 18 yrs. - Eddie Lampert
  • 29% for 18 yrs. - Peter Lynch
  • 24% for 13 yrs. - Jim Cramer
  • 15% for 20 yrs. - Benjamin Graham
This blog is devoted to finding wonderful businesses trading at discounted prices so you too can Retire Rich!



Don't Forget To Bookmark This Site (Hit CTRL-D)

Wednesday, May 20, 2009

Eddie Lampert's lastest investing portfolio

Billionaire investor and Sears Holdings Corp. Chairman Edward Lampert

As of Mar 31 issued May 15 2009, comprehensive quarterly comparisons under RBS Partners LP.

Acxiom (ACXM, no change)
Sept 30: 3,293,989 shares (value: $41 million)
Mar 31: 3,293,989 shares (value: $24 million)

AutoNation (AN, increased)
June 30: 72,024,268 (value: $721 million)
Sept 30: 77,763,550 (value: $874 million, price ranged $7.57 - $13.32)
Dec 31: 79,285,250 (value: $783 million)
Mar 31: 79721834 (value: $1.1 billion)

AutoZone (AZO, increased)
Sept 30: 22,884,692 (value: $2.8 billion)
Mar 31: 23,370,297 (value: $3.8 billion)

CIT Group (CIT, reduced)
June 30: 3,925,000 (value: $26 million)
Sept 30: 7,269,321(value: $50 million, price range: $6.15 - $11.48)
Dec 31: 19,083,800 (value: $128 million)
Mar 31: 15,406,937 (value: $43 million)

Capital One (COF, increased)
Sept 30: 9,628,591, (value: $365 million, price range : $33.75-56.05)
Dec 31: 9,875,523 (value: $300 million)
Mar 31: 11,198,473 (value: $137 million)

Citigroup Inc (C, no change)
June 30: 19,083,800 (value: $319 million)
Sept 30: 19,083,800 (value: $319 million)
Mar 31:19,083,800 (value: $48 million)

Centex Corp (CTX, unchanged)
Sept 30: 608,100 (value: $9 million)
Mar 31: 608,100 (value: $4 million)

Federal National Mortgage Association (reduced)
Sept 30: 34,586,789 (value: $52 million)
Dec 31: 34,586,789 (value: $26 million)
Mar 31:29,500,000(value: $20 million)

Genworth Financial(GNW, no change)
Dec 31: 11,524,359 (value: $32 million)
Mar 31: 11,524,359 (value: $21 million)

Home Depot (HD, reduced)
Sept 30: 19,715,300 (value: $510 million)
Dec 31: 19,715,300 (value: $453 million)
Mar 31: 17,775,486 (value: $418 million)


The Hartford Financial Services Group, Inc. (HIG, no change)
Sept 30: 550,000 (value: $22 million, price range $40-$64)
Dec 31: 750,000 (value: $8 million)
Mar 31: 750,000 (value: $5 million)

HSN, Inc (HSNI, new position)
Mar 31: 21,187 ($109,000)

KB Home (KBH, unchanged)
Sept 30: 358,000 (value: $7 million)
Mar 31: 358,000 (value: $4 million)

PHH Corp (PHH, reduced)
Sept 30: 1,430,800 (value: $18 million)
Dec 31: 1,430,800 (value: $17 million)
Mar 31: 1,408,800 (value: $19 million)

Sears Holdings (SHLD, no change)
June 30: 65,639,184 (value: $4.8 billion)
Sept 30: 66,020,086 (value: $6.1 billion, price range $74-$94)
Dec 31: 66,024,366 (value: $3 billion)

SLM Corp (SLM, no reduced)
Sept 30: 6,018,100 (value: $74 million)
Dec 31: 6,018,100 (value: $53 million)
Mar 31: 5,518,100 (value $27 million)

Sept 30 Grand Total Market Value : $11.5 billion
Dec 31 Grand Total Market Value: $7.7 billion

Mar 31 Grand Total : $8.7 billion



Labels: , , ,

Tweet This Post

3 Comments:

Anonymous Anonymous said...

Hi
I was wondering if you could write a blog peice on current stock holdings of Atticus Capital. Do you track their holdings?
Thanks
Sam

9:45 AM  
Anonymous Anonymous said...

I would love to see that as well.

7:17 PM  
Anonymous prospero.us.ly said...

nice article.. nice nice

3:58 PM  

Post a Comment

Links to this post:

Create a Link

<< Home



Bruce Berkowitz
Carl Icahn's Portfolio
Carlos Slim Helu
Charles Munger
Eddie Lampert's Portfolio
Francis Chou
Jim Cramer
Joel Greenblatt
Ken Heebner
Li Ka-Shing
Mohnish Pabrai Portfolio
Martin Whitman Portfolio
Nelson Peltz Portfolio
Peter Lynch
Seth Klarman Portfolio
Warren Buffett's Portfolio
William Ackman's Portfolio
Book Value
Insider Buying
Investing Lessons
Saving Tips

Masters "O" Equity
One Bad Trade
Value Discipline
Worldwide Success
Do you want to exchange links.
Email me at cwoffspring@gmail.com