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    Prem Watsa's Favored Stock Holdings In Q2

    Wed, 08/31/2011 - 14:44 EDT - Seeking Alpha
    • ABH
    • Dell
    • Dividend Screen
    • ICO
    • INTC
    • JNJ
    • LVLT
    • RIMM
    • STEI

    By Dividend Screen:Prem Watsa is founder, chairman and chief executive officer of Fairfax Financial Holdings. In his asset management company, he has stock holdings in the amount of $2.7 billion under management. Within the second quarter of the year, Watsa has increased 2 stock positions and initiated 4 new positions. Research In Motion (RIMM) and Intel (INTC) are the buys effecting the biggest change to the portfolio. He sold 2 companies and reduced 2 stock positions of which International Coal Group (ICO) was the position with the largest influence for the portfolio. Here are the biggest portfolio-weighted buys and sells:
    Buys:
    Research In Motion (RIMM) was increased by 305.49 percent. Total change to portfolio: 6.69 percent. Intel (INTC) was initiated. Total change to portfolio: 0.44 percent. AbitibiBowater (ABH) was increased by 2.91 percent. Total change to portfolio: 0.37 percent.
    Sells:
    International Coal Group (ICO) was totally sold out. Total change to portfolio:Complete Story »

    • Original article
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      By Dividend Screen: Stephen Mandel is founder and hedge fund manager of Lone Pine Capital. In his flagship, Lone Pine Capital, he has stock holdings in an amount of USD 12.9 billion under management. Within the second quarter of the year, Mandel has increased 19 stock positions and initiated 11 new positions.

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