Monday, April 2, 2012

Whitney Tilson's March 2012 Letter

Whitney Tilson's March 2012 Letter

15 Largest Long Positions
Here are our 15 largest long positions today (in descending order of size):
1. Berkshire Hathaway
2. Iridium (stock & warrants)
3. Howard Hughes Corp.
4. Citigroup
5. Goldman Sachs
6. JC Penney
7. Netflix
8. SanDisk
9. AIG
10. Pep Boys
11. Alexander & Baldwin
12. Dell
13. Resource America
14. MRV Communications
15. Grupo Prisa (B)
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