Super Investor Portfolio Updates
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- Mason Hawkins - Longleaf Partners updated 16 May 2013
- David Rolfe - Wedgewood Partners updated 16 May 2013
- Whitney Tilson - T2 Partners Management updated 15 May 2013
- Bill Ackman - Pershing Square Capital Management updated 15 May 2013
- Michael Larson - Bill & Melinda Gates Foundation Trust updated 15 May 2013
- Eddie Lampert - RBS Partners updated 15 May 2013
- David Einhorn - Greenlight Capital updated 15 May 2013
- Warren Buffett - Berkshire Hathaway updated 15 May 2013
- David Winters - Wintergreen Advisers updated 15 May 2013
- Chuck Akre - Akre Capital Management updated 15 May 2013
- Glenn Greenberg - Brave Warrior Advisors updated 15 May 2013
- Ian Cumming - Leucadia National updated 15 May 2013
- David Tepper - Appaloosa Management updated 15 May 2013
- Lou Simpson - SQ Advisors updated 15 May 2013
- Jeffrey Ubben - ValueAct Capital updated 14 May 2013
- Stephen Mandel - Lone Pine Capital updated 14 May 2013
- Prem Watsa - Fairfax Financial Holdings updated 14 May 2013
- Seth Klarman - Baupost Group updated 14 May 2013
- Michael Price - MFP Investors updated 14 May 2013
- Mohnish Pabrai - Pabrai Investments updated 13 May 2013
- Thomas Gayner - Markel Asset Management updated 09 May 2013
- Arnold Van Den Berg - Century Management Advisers updated 09 May 2013
- Robert Torray - Torray updated 06 May 2013
- Bill Nasgovitz - Heartland Select Value updated 06 May 2013
- Irving Kahn - Kahn Brothers Group updated 03 May 2013
- Bruce Berkowitz - Fairholme Fund updated 26 Apr 2013
- David Katz - Matrix Advisors Value updated 22 Apr 2013
- Tweedy Browne Team - Tweedy Browne Value updated 22 Apr 2013
- Thomas Russo - Gardner Russo & Gardner updated 17 Apr 2013
- Dodge & Cox Team - Dodge & Cox updated 16 Apr 2013
- William Von Mueffling - Cantillon Capital Management updated 15 Apr 2013
- Richard Pzena - Hancock Classic Value updated 15 Apr 2013
- Sam Peters - Legg Mason Value Trust updated 15 Apr 2013
- Wallace Weitz - Weitz Value updated 15 Apr 2013
- Donald Yacktman - Yacktman Focused updated 12 Apr 2013
- William Frels - Mairs & Power Growth updated 11 Apr 2013
- Mark Hillman - Hillman Focused updated 11 Apr 2013
- Robert Rodriguez - FPA Capital updated 10 Apr 2013
- Steven Romick - FPA Crescent Fund updated 10 Apr 2013
- Charles Bobrinskoy - Ariel Focus updated 04 Apr 2013
- John Rogers - Ariel Appreciation updated 04 Apr 2013
- Robert Zagunis - Jensen updated 03 Apr 2013
- Jean-Marie Eveillard - First Eagle U.S. Value updated 01 Apr 2013
- Christopher Davis, Kenneth Feinberg - Clipper updated 12 Mar 2013
- Ronald Muhlenkamp - Muhlenkamp updated 07 Mar 2013
- Harry Burn - Sound Shore updated 04 Mar 2013
- Robert Olstein - Olstein Value updated 04 Mar 2013
- Meridian Fund - Meridian Value updated 28 Feb 2013
- Richard Cunniff - Sequoia updated 28 Feb 2013
- William Fries, Connor Browne - Thornburg Value updated 22 Feb 2013
- Bill Nygren - Oakmark Select updated 01 Feb 2013
Currently tracking portfolios of 51 Super Investors.
Latest significant* insider buys
| Date Filed | Stock | Total Value $ | Price $ |
| 20 May | HES - HESS CORP | 137,040 | 68.52 |
| 20 May | AIG - AMERICAN INTERNATIONAL GROUP INC | 452,000 | 45.20 |
| 20 May | CPF - CENTRAL PACIFIC FINANCIAL CORP | 61,851 | 17.93 |
| 20 May | HES - HESS CORP | 68,548 | 68.55 |
| 17 May | CRR - CARBO CERAMICS INC | 34,675 | 69.35 |
| 17 May | CRR - CARBO CERAMICS INC | 69,800 | 69.80 |
| 17 May | PBI - PITNEY BOWES INC | 146,700 | 14.67 |
| 17 May | GNE - Genie Energy Ltd. | 23,675 | 9.47 |
| 17 May | GNE - Genie Energy Ltd. | 23,675 | 9.47 |
| 17 May | GNE - Genie Energy Ltd. | 49,200 | 8.20 |
| 16 May | MDRX - ALLSCRIPTS HEALTHCARE SOLUTIONS Inc | 99,822 | 14.02 |
| 16 May | FSC - Fifth Street Finance Corp | 21,580 | 10.79 |
| 16 May | LFVN - Lifevantage Corp | 122,000 | 2.44 |
| 15 May | CAH - CARDINAL HEALTH INC | 20,119 | 46.25 |
| 14 May | EPD - ENTERPRISE PRODUCTS PARTNERS L P | 122,920 | 61.46 |
| 14 May | EPD - ENTERPRISE PRODUCTS PARTNERS L P | 122,880 | 61.44 |
| 14 May | SMG - SCOTTS MIRACLE-GRO CO | 47,880 | 47.88 |
| 14 May | SMG - SCOTTS MIRACLE-GRO CO | 24,125 | 48.25 |
| 14 May | ADT - ADT Corp | 65,190 | 43.46 |
| 13 May | Y - ALLEGHANY CORP | 196,750 | 393.50 |
| 13 May | Y - ALLEGHANY CORP | 98,688 | 394.75 |
| 13 May | Y - ALLEGHANY CORP | 98,500 | 394.00 |
| 13 May | SMG - SCOTTS MIRACLE-GRO CO | 33,229 | 47.47 |
| 13 May | MUR - MURPHY OIL CORP | 1,285,958 | 64.30 |
| 13 May | MUR - MURPHY OIL CORP | 629,990 | 63.00 |
| 13 May | OLP - ONE LIBERTY PROPERTIES INC | 23,700 | 23.70 |
| 13 May | IMN - IMATION CORP | 82,525 | 3.80 |
| 10 May | CFX - Colfax CORP | 139,810 | 45.10 |
| 10 May | CFX - Colfax CORP | 27,060 | 45.10 |
| 10 May | CFX - Colfax CORP | 475,477 | 45.28 |
| 10 May | CFX - Colfax CORP | 94,710 | 45.10 |
| 10 May | HTH - Hilltop Holdings Inc | 159,170 | 14.47 |
| 10 May | ONB - OLD NATIONAL BANCORP | 27,700 | 12.73 |
| 09 May | BBT - BB&T CORP | 120,890 | 31.40 |
| 09 May | HTCH - HUTCHINSON TECHNOLOGY INC | 48,204 | 3.21 |
| 09 May | NVR - NVR INC | 300,009 | 1000.03 |
| 08 May | IRDM - Iridium Communications Inc | 72,300 | 7.23 |
| 08 May | BSX - BOSTON SCIENTIFIC CORP | 232,800 | 7.76 |
| 08 May | CLMS - Calamos Asset Management Inc | 77,745 | 10.95 |
| 08 May | CLMS - Calamos Asset Management Inc | 39,822 | 10.94 |
| 08 May | CLMS - Calamos Asset Management Inc | 71,700 | 10.90 |
| 08 May | CLMS - Calamos Asset Management Inc | 22,953 | 10.93 |
| 08 May | CLMS - Calamos Asset Management Inc | 20,824 | 10.96 |
| 08 May | CLMS - Calamos Asset Management Inc | 31,868 | 10.91 |
| 08 May | CLMS - Calamos Asset Management Inc | 44,170 | 10.89 |
| 08 May | CLMS - Calamos Asset Management Inc | 26,378 | 11.00 |
| 08 May | GNW - GENWORTH FINANCIAL INC | 108,890 | 10.89 |
| 08 May | NYT - NEW YORK TIMES CO | 50,191 | 9.35 |
| 08 May | HBI - Hanesbrands Inc | 26,387 | 49.79 |
| 08 May | PBI - PITNEY BOWES INC | 896,855 | 15.36 |
* Real time Open market common equity purchases of minimum $20,000 by company insiders, applicable to current value holdings
Articles
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20 May 2013 Peter Singer: The why and how of effective altruism
If you're lucky enough to live without want, it's a natural impulse to be altruistic to others. But, asks philosopher Peter Singer, what's the most effective way to give? He talks through some surprising thought experiments to help you balance emotion and practicality -- and make the biggest impact with whatever you can share.
If you're lucky enough to live without want, it's a natural impulse to be altruistic to others. But, asks philosopher Peter Singer, what's the most effective way to give? He talks through some surprising thought experiments to help you balance emotion and practicality -- and make the biggest impact with whatever you can share.
19 May 2013 Ray Kurzweil: The law of accelerating returns
Presentation by Ray Kurzweil, inventor, futurist, and director of engineering at Google
Presentation by Ray Kurzweil, inventor, futurist, and director of engineering at Google
17 May 2013 Sergey Brin: Why Google Glass?
It's not a demo, more of a philosophical argument: Why did Sergey Brin and his team at Google want to build an eye-mounted camera/computer, codenamed Glass? Onstage at TED2013, Brin calls for a new way of seeing our relationship with our mobile computers -- not hunched over a screen but meeting the world heads-up.
It's not a demo, more of a philosophical argument: Why did Sergey Brin and his team at Google want to build an eye-mounted camera/computer, codenamed Glass? Onstage at TED2013, Brin calls for a new way of seeing our relationship with our mobile computers -- not hunched over a screen but meeting the world heads-up.
"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price"
-- Warren Buffett
Value stocks with most insider buys in the last 3 months
| Stock | Count | Total Amount $ |
| CLMS - Calamos Asset Management Inc | 138 | 4,384,881 |
| SYBT - S Y BANCORP INC | 33 | 92,814 |
| TEX - TEREX CORP | 22 | 146,157 |
| DVA - DAVITA HEALTHCARE PARTNERS Inc | 19 | 70,391,267 |
| NRP - NATURAL RESOURCE PARTNERS LP | 16 | 601,357 |
| TIF - TIFFANY & CO | 15 | 238,398,665 |
| GROW - U S GLOBAL INVESTORS INC | 14 | 21,474 |
| JPM - JPMORGAN CHASE & CO | 13 | 34,780,646 |
| CHDN - CHURCHILL DOWNS INC | 10 | 1,182,492 |
| FSYS - Fuel Systems Solutions Inc | 8 | 1,584,264 |
| FSC - Fifth Street Finance Corp | 7 | 114,814 |
| PANL - UNIVERSAL DISPLAY CORP | 7 | 10,993,028 |
| M - Macy's Inc | 6 | 300,577 |
| IMN - IMATION CORP | 6 | 113,799 |
| HEOP - HERITAGE OAKS BANCORP | 6 | 27,144 |
| HAE - HAEMONETICS CORP | 6 | 85,380 |
| PHII - PHI INC | 6 | 34,521 |
| MDRX - ALLSCRIPTS HEALTHCARE SOLUTIONS Inc | 6 | 1,582,623 |
| CTO - CONSOLIDATED TOMOKA LAND CO | 6 | 85,718 |
| LARK - LANDMARK BANCORP INC | 6 | 12,614 |
| ACNB - ACNB CORP | 5 | 29,255 |
| MWA - Mueller Water Products Inc | 5 | 319,347 |
| YUM - YUM BRANDS INC | 5 | 90,036 |
| NSH - NuStar GP Holdings LLC | 5 | 2,428,880 |
| WFT - Weatherford International Ltd./Switzerland | 5 | 302,659 |
| ONB - OLD NATIONAL BANCORP | 5 | 60,480 |
| ANV - Allied Nevada Gold Corp | 5 | 53,890 |
| PCTI - PC TEL INC | 4 | 39,068 |
| TWO - Two Harbors Investment Corp | 4 | 356,874 |
| TBBK - Bancorp Inc | 4 | 24,320 |
| OI - OWENS ILLINOIS INC | 4 | 146,162 |
| CFX - Colfax CORP | 4 | 737,057 |
| APA - APACHE CORP | 4 | 1,144,752 |
| HTCH - HUTCHINSON TECHNOLOGY INC | 4 | 168,508 |
| OII - OCEANEERING INTERNATIONAL INC | 4 | 312,683 |
* Current Value holdings with highest number of open market insider buys in the last 3 months.
Note: This is the 3 month period going back from and including today - not the last financial quarter.
Shareholder Reports & Commentaries
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13 May 2013 David Winters on Bloomberg ( Portfolio )
David Winters, chief executive officer of Wintergreen Advisers LLC, talks about Asia markets and his investment strategy:
David Winters, chief executive officer of Wintergreen Advisers LLC, talks about Asia markets and his investment strategy:
08 May 2013 Whitney Tilson's updated Berkshire Hathaway analysis ( Portfolio )
Current intrinsic value: $193,500/share
• Plus 8% growth of intrinsic value of the business
• Plus $7,500/share cash build over next 12 months
• Equals intrinsic value in one year of $216,500
• 33% above today’s price
Current intrinsic value: $193,500/share
• Plus 8% growth of intrinsic value of the business
• Plus $7,500/share cash build over next 12 months
• Equals intrinsic value in one year of $216,500
• 33% above today’s price
07 May 2013 "Standstill agreement" between Berkshire Hathaway and DaVita limits ownership to 25% ( Portfolio )
On May 7, 2013, the Company entered into a letter agreement (the “Standstill Agreement”) with Berkshire Hathaway Inc., on behalf of itself and its Affiliates (as defined in Rule 12b-2 under the Securities Exchange Act of 1934, as amended) (collectively, “Investor”) pursuant to which Investor agreed, subject to certain exceptions and to the termination provisions specified in the Standstill Agreement, not to acquire beneficial ownership of the Company exceeding 25% of the Company’s then-outstanding Common Stock, and to certain other provisions respecting stockholders meetings, mergers and other matters specified therein.
On May 7, 2013, the Company entered into a letter agreement (the “Standstill Agreement”) with Berkshire Hathaway Inc., on behalf of itself and its Affiliates (as defined in Rule 12b-2 under the Securities Exchange Act of 1934, as amended) (collectively, “Investor”) pursuant to which Investor agreed, subject to certain exceptions and to the termination provisions specified in the Standstill Agreement, not to acquire beneficial ownership of the Company exceeding 25% of the Company’s then-outstanding Common Stock, and to certain other provisions respecting stockholders meetings, mergers and other matters specified therein.