Leucadia National Corp. (LUK)
| Sector: | Financials |
| |
| Super Investor Stats: | |
| Ownership count: | 5 |
| Ownership Rank: | 68 |
| % of all portfolios: | 0.236% |
| Hold Price * : | $27.18 |
|
Portfolio Manager |
Activity |
Share change |
% change to portfolio |
| Q1 2013 |
| hist |
Chuck Akre - Akre Capital Management |
Add 11.11% |
200,000 |
0.31 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 17.14% |
3,950 |
0.00 |
| hist |
Whitney Tilson - T2 Partners Management |
Sell 100.00% |
67,500 |
1.63 |
| Q4 2012 |
| hist |
Thomas Gayner - Markel Asset Management |
Add 11.11% |
74,500 |
0.07 |
| hist |
Chuck Akre - Akre Capital Management |
Add 5.88% |
100,000 |
0.17 |
| hist |
Bruce Berkowitz - Fairholme Fund |
Add 0.35% |
42,700 |
0.02 |
| hist |
Whitney Tilson - T2 Partners Management |
Buy |
67,500 |
1.63 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 35.52% |
12,700 |
0.01 |
| Q3 2012 |
| hist |
Chuck Akre - Akre Capital Management |
Add 6.25% |
100,000 |
0.18 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 0.03% |
233 |
0.00 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 2.72% |
1,000 |
0.00 |
| Q2 2012 |
| hist |
Chuck Akre - Akre Capital Management |
Add 164.81% |
995,800 |
1.71 |
| hist |
Tweedy Browne Team - Tweedy Browne Value |
Add 24.87% |
88,800 |
0.45 |
| hist |
Thomas Gayner - Markel Asset Management |
Add 2.29% |
15,000 |
0.01 |
| Q1 2012 |
| hist |
Thomas Gayner - Markel Asset Management |
Add 4.46% |
28,000 |
0.03 |
| hist |
Chuck Akre - Akre Capital Management |
Buy |
604,200 |
1.64 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 7.47% |
2,965 |
0.00 |
| Q4 2011 |
| hist |
Thomas Gayner - Markel Asset Management |
Add 6.71% |
39,500 |
0.05 |
| hist |
Bruce Berkowitz - Fairholme |
Add 0.49% |
60,000 |
0.02 |
| Q3 2011 |
| hist |
Bruce Berkowitz - Fairholme |
Add 0.03% |
3,076 |
0.00 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 61.01% |
62,135 |
0.03 |
| Q2 2011 |
| hist |
Thomas Gayner - Markel Asset Management |
Reduce 0.02% |
134 |
0.00 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 4.10% |
4,350 |
0.00 |
| Q1 2011 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 17.47% |
22,486 |
0.02 |
| hist |
David Winters - Wintergreen Advisers |
Sell 100.00% |
342,830 |
1.89 |
| Q4 2010 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 0.16% |
200 |
0.00 |
| hist |
David Winters - Wintergreen Advisers |
Reduce 10.29% |
39,339 |
0.22 |
| hist |
Mohnish Pabrai - Pabrai Investments |
Sell 100.00% |
749,605 |
6.04 |
| Q3 2010 |
| hist |
Thomas Gayner - Markel Asset Management |
Add 7.29% |
40,000 |
0.06 |
| hist |
Thomas Russo - Gardner Russo & Gardner |
Reduce 1.15% |
1,500 |
0.00 |
* "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.
