Investor Letters
Farallon Capital's Top Holdings; Visa, Nexen, Priceline And NewsCorp,
Arnold Van Den Berg Buys TOT, HPQ, LAYN, SCHW, Adds JEC, CSCO, AMAT
Kerrisdale Capital on the China Medical Short Saga
The Hidden Value in Vistaprint
Karsch Capital is Long JUSH & Short PNR, MAN, QBE
Dialectic Capital loses Money on its CAST and HLF Short Bets
SAC Capital Adds Facebook, Hess and AIG, Sells US Steel
Greenlight Capital Buys CI, CVH, UNH Adds To ABX, XRX, Sells DELL
John Burbank Buys KMI, HFC, LMT, Adds WYNN, EBAY, Sells ABT, AMZN
Eton Park Buys C, MS, CHK, GDX Largest Positions NWSA, AAPL, DG, EBAY
Tiger Consumer Buys DG, KORS, KFT, MCK, GOOG, Largest Holdings SHW, FB
Dodge & Cox Buys JCP JPM, DELL and DOX Adds to CS BHI and S
Tom Gayner's Markel Buys ADM, BRK.A, SLB, WAG, GOOG Sells ITC and NSH [UPDATED]
Klarman Compares Treasuries Bunds and JGBs to Subprime and Greek Debt
Jana Partners Exceeds Expectations: Fund Up 11.2 % YTD [UPDATED]
Pershing Square Hires Ben Hakim of BX for SR. Role; Fund Up 3.3% YTD
Dan Loeb's Third Point Sells PRQ Equity and Debt
Kingstown Capital Up 10.6% YTD; Fund Buys RGS, VRNT, BKS and CMVT

