American Int'l. Group (AIG)
| Sector: | Financials |
| |
| Super Investor Stats: | |
| Ownership count: | 11 |
| Ownership Rank: | 15 |
| % of all portfolios: | 2.018% |
| Hold Price * : | $38.41 |
|
Portfolio Manager |
Activity |
Share change |
% change to portfolio |
| Q1  2013 |
| hist |
Seth Klarman - Baupost Group |
Add 69.29% |
4,850,200 |
6.42 |
| hist |
Richard Pzena - Hancock Classic Value |
Add 25.28% |
323,100 |
0.59 |
| hist |
Whitney Tilson - T2 Partners Management |
Add 24.08% |
58,882 |
2.43 |
| hist |
Bill Nygren - Oakmark Select |
Add 11.61% |
500,000 |
0.57 |
| hist |
Stephen Mandel - Lone Pine Capital |
Add 5.00% |
350,000 |
0.07 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Add 1.75% |
105 |
0.00 |
| hist |
Harry Burn - Sound Shore |
Reduce 5.02% |
62,600 |
0.15 |
| hist |
David Tepper - Appaloosa Management |
Reduce 28.60% |
1,732,945 |
1.48 |
| Q4  2012 |
| hist |
Harry Burn - Sound Shore |
Add 50.52% |
418,700 |
1.02 |
| hist |
Steven Romick - FPA Crescent Fund |
Add 19.62% |
847,800 |
0.50 |
| hist |
Bill Nygren - Oakmark Select |
Add 16.35% |
605,000 |
0.70 |
| hist |
Seth Klarman - Baupost Group |
Buy |
7,000,000 |
8.27 |
| hist |
Ronald Muhlenkamp - Muhlenkamp |
Buy |
375,000 |
3.15 |
| hist |
Stephen Mandel - Lone Pine Capital |
Buy |
6,993,600 |
1.59 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Buy |
6,000 |
0.00 |
| hist |
Bruce Berkowitz - Fairholme Fund |
Reduce 0.12% |
100,000 |
0.06 |
| hist |
Whitney Tilson - T2 Partners Management |
Reduce 6.71% |
17,578 |
0.63 |
| hist |
David Tepper - Appaloosa Management |
Reduce 26.56% |
2,191,000 |
1.78 |
| Q3  2012 |
| hist |
Whitney Tilson - T2 Partners Management |
Add 1504.28% |
245,800 |
7.77 |
| hist |
Steven Romick - FPA Crescent Fund |
Add 18.70% |
680,500 |
0.38 |
| hist |
David Tepper - Appaloosa Management |
Buy |
8,250,000 |
7.63 |
| hist |
Bill Nygren - Oakmark Select |
Buy |
3,700,000 |
4.22 |
| hist |
Harry Burn - Sound Shore |
Buy |
828,800 |
1.84 |
| hist |
Bruce Berkowitz - Fairholme |
Reduce 1.16% |
946,600 |
0.60 |
| hist |
Richard Pzena - Hancock Classic Value |
Reduce 7.22% |
99,400 |
0.23 |
| Q2  2012 |
| hist |
Steven Romick - FPA Crescent Fund |
Buy |
3,640,000 |
2.08 |
| hist |
Bruce Berkowitz - Fairholme |
Reduce 3.33% |
2,802,800 |
1.47 |
| hist |
Richard Pzena - Hancock Classic Value |
Reduce 4.54% |
65,475 |
0.14 |
| hist |
Whitney Tilson - T2 Partners Management |
Reduce 94.03% |
257,425 |
10.24 |
| Q1  2012 |
| hist |
Richard Pzena - Hancock Classic Value |
Add 1.57% |
22,239 |
0.04 |
* "Hold Price" is the term we use to indicate the price at which our Super Investors are happy to continue owning a security. It is the price of the security on the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.