Investing guru, Seth Klarman's latest portfolio
Seth Klarman portfolio submitted MayFeb 14, 2008. Below are his top holdings. A lot of his picks are under the radar obscure companies.DOMTAR CORP (UFS, increased)
Dec 31: 10648600
Mar 31:18523400 (value $126 million)
EXTERRAN HLDGS INC (EXH, increased)
Dec 31: 860667
Mar 31: 2039318 (value $131 million)
HORIZON LINES INC (HRZ, increased)
Dec: 3771800
Mar 31: 4427419(value $82 million)
MARATHON ACQUISITION CORP (MAQ, no change)
Dec 31: 5277639 (value $40 million)
NEWS CORP (NWS-A, increased)
Dec 31: 6,113,600
Mar 31: 12,300,000(value $230 million)
Klarman really believes in News corp since it's one of his biggest positions.
SYNERON MEDICAL LTD (ELOS, increased)
Dec 31: 2650000
Mar 31: 3113519 (value $45 million)
Wellpoint (WLP, new position)
Mar 31: 4453300 (value $196 million)
This is one of his biggest position at 11.93% of his portfolio.
Labels: seth klarman
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