One Family's Blog

Tracking Charles Akre's Akre Capital Management Portfolio - Q1 2013 Update

2013-05-19T23:00:00.002-07:00

Below is a spreadsheet that highlights the changes to Charles Akre's Akre Capital Management US long stock portfolio as of Q1 2013. Please check out our previous update to have an idea on how the portfolio is progressing: The portfolio vaulted almost 30% this quarter from around $1.4B to over $1.8B. There were a large number of minor stake adjustments and a small number of significant

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Tracking David Tepper's Appaloosa Management Portfolio - Q1 2013 Update

2013-05-19T21:41:00.001-07:00

Below is a spreadsheet that highlights the changes to David Tepper's Appaloosa Management's US long stock portfolio as of Q1 2013. For a look at how his portfolio has progressed, see our previous update: Tepper increased Apple (AAPL) stake last quarter to his largest position at over 10%. This quarter saw an about-turn as the stake was reduced by almost 50% to a still large 5.07%. With

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Tracking Francis Chou's Chou Associates Portfolio - Q1 2013 Update

2013-05-18T08:33:00.000-07:00

Below is a spreadsheet that highlights the changes to Francis Chou's Chou Associates US long stock portfolio as of Q1 2013. For a look at how his portfolio has progressed, see our previous update: The portfolio remained steady this quarter. There were only four changes to the portfolio and they were all stake reductions: Goldman Sachs (GS) and Sprint Nextel (S) stakes were reduced

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Tracking David Winters' Wintergreen Advisors Portfolio - Q1 2013 Update

2013-05-18T08:06:00.002-07:00

Below is a spreadsheet that highlights the changes to David Winters' Wintergreen Advisors US long stock portfolio as of Q1 2013. For a look at how his portfolio has progressed, see our previous update: Wintergreen's portfolio vaulted around 19% this quarter from $759M to $906M. There were several minor stake increases: Canadian Natural Resources (CNQ), Coca Cola (KO), and Franklin

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Tracking Lou Simpson's SQ Advisors Portfolio - Q1 2013 Update

2013-05-18T04:17:00.001-07:00

Below is a spreadsheet that highlights the changes to Lou Simpson's SQ Advisors US long stock portfolio as of Q1 2013. Please check-out our previous update to see how his portfolio has progressed: Most of the portfolio was incrementally adjusted this quarter. Large changes include Directv (DTV), Oracle (ORCL), and Moodys Corp (MCO) which were hiked to 10.23%, 10.24%, and 6.80%

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Tracking John Paulson's Paulson and Co. Holdings - Q1 2013 Update

2013-05-18T02:35:00.000-07:00

Below is a spreadsheet that shows the changes to Paulson's 13F US long portfolio as of Q1 2013. For a look at how his portfolio has progressed, see our previous update: Paulson's portfolio went up around 9% this quarter from around $16.27B to around $17.73B. Notable new positions include 1.67% stake in Family Dollar Stores (FDO), 1.09% stake in Hess Corporation (HES), 0.51% stake in

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Tracking Ian Cumming and Joseph Steinberg's Leucadia National Portfolio - Q4 2012 Update

2013-05-18T01:37:00.001-07:00

The spreadsheet below show Cumming's US stock holdings as of Q1 2013. Please visit our previous updates to get an idea on how the portfolio has progressed: Leucadia's investment portfolio shrunk substantially this quarter as the huge position in Jefferies Group (JEF) was eliminated as a result of the merger agreement between Leucadia (LUK) and Jefferies (JEF) - JEF shareholders received

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Tracking Carl Icahn's Holdings - Q1 2013 Update

2013-05-18T00:54:00.000-07:00

Below is a spreadsheet that shows Carl Icahn's US long portfolio holdings as of Q1 2013. To know more on how his holdings have progress, check-out our previous update: Carl Icahn added four new positions and increased his stake in Transocean substantially this quarter: Herbalife (HLF), a significantly large 3.61% long position and small (less than 1% each) positions in CVR Refining (CVRR

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Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q1 2013 Update

2013-05-17T23:29:00.002-07:00

Below is a spreadsheet that highlights the changes to in Glenn Greenberg's Brave Warrior Advisors US long stock portfolio as of Q1 2013. To see how his portfolio has progressed, check our previous update: Several minor adjustments were made to the portfolio and the portfolio value increased by around 12% this quarter. The significant activity is summarized below: a) The 4.80% stake in

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Tracking Wilbur Ross's Holdings - Q1 2013 Update

2013-05-17T22:04:00.000-07:00

Below is a spreadsheet that shows changes to Wilbur Ross's US long portfolio as of Q1 2013. To see how his portfolio has progressed, click on our previous update: Below is a summary of Wilbur Ross's activity this quarter: a) Air Lease Corporation (AL), an 8.54% stake established in 2011 when the company IPOed with his backing was disposed of this quarter. The disposal indicates a clear

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Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q1 2013 Update

2013-05-15T01:40:00.001-07:00

Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office US long stock portfolio as of Q4 2012. For a look at how his portfolio has progressed, see our previous update: The portfolio increased around 12% during the quarter from $1.29B to $1.45B. Druckenmiller continues to play the uptrend in airlines with a large stake increase in Delta

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Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q1 2013 Update

2013-05-14T23:53:00.001-07:00

Below is a spreadsheet that shows changes to Prem Watsa's 13F US long holdings as of Q4 2012. To have a look at how the portfolio has progressed, see our previous update: The portfolio size increased marginally this quarter from $2.51B to $2.68B. No significantly large new positions were added in the quarter but a 2.74% position in Frontier Communications (FRO) was eliminated in the

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Tracking David Swensen's Yale Endowment Holdings - Q1 2013 Update

2013-05-14T23:41:00.003-07:00

Below is a spreadsheet that shows the changes to Yale Endowment's US long portfolio holdings as of Q1 2013. To have an idea of how the endowment's holdings have progressed click on our previous update: Note: Yale's 13F holdings are very small (less than 1%) compared to the endowment's overall portfolio value.

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Tracking Mohnish Pabrai's Portfolio - Q1 2013 Update

2013-05-14T04:31:00.002-07:00

Below is a spreadsheet that highlights Mohnish Pabrai's moves this quarter. Please check-out our SeekingAlpha column for an analysis of the moves:

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Robert Karr's Joho Capital Portfolio - Q1 2013 Update

2013-05-13T23:54:00.001-07:00

Below is a spreadsheet that highlights the changes to Robert Karr's Joho Capital US long stock portfolio as of Q1 2013. Please check out our previous update to have an idea on how the portfolio is progressing: Karr's portfolio increased by around 20% this quarter from around $755M to just over $900M. Karr made several adjustments to the portfolio this quarter: a) A large 13.68% position

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Mararikulam Beach Resorts - Abad Turtle Beach, CGH Marari Beach Resort, Carnoustie Beach Resort - Comparative Review

2013-04-27T22:37:00.000-07:00

We got a chance to check-out the three most popular beach resorts in Mararikulam recently. Below is a comparative look at the three options: Abad Turtle Beach, Marari Beach Resort (Casino Group Hotels), and Carnoustie Beach Resort. To reach these resorts from Ernakulam area, take a Right from NH-47 about 10KM after Cherthala at Kalithattu

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Mysore Trip Report - Chamundi Hills, Brindavan Gardens, St. Philomena Church

2013-04-23T22:01:00.001-07:00

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Mysore Trip Report - Palace and Zoo

2013-04-23T20:55:00.001-07:00

There are a couple of ways to reach Mysore from Ooty - a longer (25KM more) and more scenic route via Gudalur and a shorter but tougher (for the driver) route via Masinagudi with 36 hairpin bends. From Coimbatore, the best bet is to go via Sathyamangalam as the traffic is far less that way. Although the Gudalur route is scenic and easier to drive, it takes quite a bit more time as the road has

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Global Public School (GPS) Review - Three Year Mark Update: R2I - Schooling for Kids

2013-04-06T04:04:00.000-07:00

Our kids completed three years at Global Public School (GPS), Chottanikkara at the end of March this year (2013). We considered changing schools after the second year with the idea that the kids will probably be ready to grow out of the NRI oriented Global Public School (GPS). Ultimately, decided to stay put as there was no clear winner with respect to choosing a better school - Global Public

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2013 Tax Filing - TurboTax Usage Experience

2013-04-06T02:34:00.002-07:00

The filing went really smooth again this year and we had the added benefit of TurboTax offering to complete the FBAR forms - this is a form that needs to be filed separately with the Department of Treasury every year by June 30th, if you have foreign accounts whose total value at anytime exceed $10K. TurboTax also helps with the 8938 form (to report foreign assets $400K or over for outside

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Tracking David Tepper's Appaloosa Management Portfolio - Q4 2012 Update

2013-03-04T21:16:00.003-08:00

Below is a spreadsheet that highlights the changes to David Tepper's Appaloosa Management's US long stock portfolio as of Q4 2012. For a look at how his portfolio has progressed, see our previous update: The most significant move this quarter was an 80% stake increase in Apple (AAPL) to a large over 10% of the US long portfolio position. Other significant moves include a 20% stake increase

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Tracking Stanley Druckenmiller's Duquesne Family Office Portfolio - Q4 2012 Update

2013-03-04T20:48:00.001-08:00

Below is a spreadsheet that highlights the changes to Stanley Druckenmiller's Duquesne Family Office US long stock portfolio as of Q4 2012. For a look at how his portfolio has progressed, see our previous update: Several significant stakes were established this quarter: US Airways Group (LCC), a large 4.2% position, Southern Company (SO), a large 3.85% position and smaller (less than 2%)

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Tracking Francis Chou's Chou Associates Portfolio - Q4 2012 Update

2013-03-04T20:29:00.000-08:00

Below is a spreadsheet that highlights the changes to Francis Chou's Chou Associates US long stock portfolio as of Q4 2012. For a look at how his portfolio has progressed, see our previous update: The portfolio went through several minor adjustments with the total value marginally decreasing from around $396M to around $382M. The only significantly large stake establishment was MBIA Inc. (

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Tracking David Winters' Wintergreen Advisors Portfolio - Q4 2012 Update

2013-03-04T20:07:00.001-08:00

Below is a spreadsheet that highlights the changes to David Winters' Wintergreen Advisors US long stock portfolio as of Q4 2012. For a look at how his portfolio has progressed, see our previous update: The quarter saw several incremental adjustments to the heavily concentrated portfolio with the total number of positions remaining steady at 12. Coca Cola (KO) was the only major move this

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Tracking Lou Simpson's SQ Advisors Portfolio - Q4 2012 Update

2013-03-04T18:57:00.002-08:00

Below is a spreadsheet that highlights the changes to Lou Simpson's SQ Advisors US long stock portfolio as of Q4 2012. Please check-out our previous update to see how his portfolio has progressed: Changes this quarter include a 4.86% stake establishment in Moody's Corporation (MCO) and a 50% stake increase in Oracle (ORCL) to an 8.48% allocation.Stake reductions include a 50% disposal of

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