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Whitney R. Tilson - T2 Partners Q4/2011 Fund Portfolio

Whitney R. Tilson - T2 Partners Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Whitney R. Tilson’s - T2 Partners - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 45 stocks with a total portfolio worth of USD 169,519,000.

Whitney R. Tilson - T2 Partners fund positions as of Q4/2011 with actual share movements:

Sym - Stock
Portfolio Weight
Recent activity
Reported Price*
BRK.B - Berkshire Hathaway CL B
11.16
Reduce 2.17%
$76.30
DELL - Dell Inc.
8.22
Reduce 11.19%
$14.63
HHC - Howard Hughes Corp.
7.41
Add 9.68%
$44.17
C - Citigroup Inc.
7.21
Add 69.16%
$26.31
JCP - Penney (J.C.)
6.59
Add 15.23%
$35.15
SNDK - SanDisk Corp.
4.85
Add 317.88%
$49.21
PBY - Pep Boys
3.74
Add 7.65%
$11.00
GS - Goldman Sachs Group
3.66
Add 19.08%
$90.44
BUD - Anheuser-Busch InBev
3.26
Reduce 2.16%
$60.99
MSFT - Microsoft Corp.
3.17
Reduce 6.75%
$25.96
REXI - Resource America Inc.
2.99
0
$4.67
CSTR - Coinstar Inc.
2.69
Add 28.21%
$45.64
ACOM - Ancestry.com Inc.
2.57
Add 72.73%
$22.96
ATVI - Activision Blizzard Inc.
2.4
Reduce 12.00%
$12.32
NNI - Nelnet Inc.
2.25
Reduce 48.21%
$24.47
IRDM - Iridium Communications Inc.
2.07
Add 43.56%
$7.71
DLIA - dELiAs Inc.
1.89
Add 0.13%
$1.02
AAPL - Apple Inc.
1.88
Add 42.73%
$404.97
XRX - Xerox Corp.
1.64
0
$7.96
DO - Diamond Offshore Drilling Inc.
1.63
Add 42.86%
$55.26
CSCO - Cisco Systems
1.6
Reduce 14.29%
$18.08
IBKR - Interactive Brokers Group Inc.
1.59
Reduce 14.29%
$14.94
MDT - Medtronic Inc.
1.58
Add 283.12%
$38.24
AHL - Aspen Insurance Holdings Ltd.
1.56
0
$26.50
CLMS - Calamos Asset Management Inc.
1.48
Reduce 19.13%
$12.51
WRLS - Telular Corp.
1.15
Reduce 31.21%
$7.50
HOLX - Hologic Inc.
1.06
Add 14.44%
$17.51
WSTL - Westell Technologies Inc.
1.01
Reduce 11.49%
$2.22
EMC - EMC Corp.
0.96
0
$21.55
BRK.A - Berkshire Hathaway CL A
0.88
0
$114769.23
WEYS - Weyco Group Inc.
0.86
0
$24.56
IDT - IDT Corp. CL B
0.8
Reduce 19.44%
$9.38
MVC - MVC Capital Inc.
0.75
Reduce 4.35%
$11.59
LOV - Spark Networks Inc.
0.72
Reduce 0.62%
$3.80
CSWC - Capital Southwest Corp.
0.59
Reduce 16.97%
$81.52
FSC - FIFTH STREET FINANCE
0.56
Reduce 50.00%
$9.57
WDC - Western Digital
0.42
Reduce 92.32%
$30.94
FUR - Winthrop Realty Trust Inc.
0.33
Reduce 45.15%
$10.17
TWO - Two Harbors Investment Corp.
0.2
0
$9.23
CIT - CIT Group
0.15
0
$34.90
ETR:UGL - US GLOBAL INVESTORS A
0.15
Reduce 21.89%
$6.04
STX - Seagate Technology
0.14
0
$16.40
DJCO - Daily Journal Corp.
0.14
0
$65.16
TCX - Tucows Inc.
0.05
0
$0.75
WFC - Wells Fargo
0
0
$30.00





Related Stock Ticker:
BRK.B, DELL, HHC, C, JCP, SNDK, PBY, GS, BUD, MSFT, REXI, CSTR, ACOM, ATVI, NNI, IRDM, DLIA, AAPL, XRX, DO, CSCO, IBKR, MDT, AHL, CLMS, WRLS, HOLX, WSTL, EMC, BRK:A, WEYS, IDT, MVC, LOV, CSWC, FSC, WDC, FUR, TWO, CIT, UGL, STX, DJCO, TCX, WFC

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