Mason Hawkins - Longleaf Partners Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Mason Hawkins’s - Longleaf Partners portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 21 stocks with a total portfolio worth of USD 7,083,963,000.
Dividend Income orientated Blog. Ideas and Thoughts about Stocks, Dividends and Growth Opportunities.
Showing posts with label LINTA. Show all posts
Showing posts with label LINTA. Show all posts
Bill Nygren, Henry Berghoef - Oakmark Select Q4/2011 Fund Portfolio
Bill Nygren, Henry Berghoef - Oakmark Select Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Bill Nygren and Henry Berghoef’s - Oakmark Select - portfolio movements as of Q4/2011 (December 31, 2011). In total, they have 20 stocks with a total portfolio worth of USD 2,373,087,000.
Wallace R. Weitz - Weitz Value Q4-2011 Fund Portfolio
Wallace R. Weitz - Weitz Value Q4-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Wallace R. Weitz’s - Weitz Value - portfolio movements as of Q4/2011 (December 31, 2011). In total, he held 29 stocks with a total portfolio worth of USD 744,184,000.
Bill Nygren, Henry Berghoef - Oakmark Select Q3-2011 Fund Portfolio
Bill Nygren, Henry Berghoef - Oakmark Select Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Bill Nygren and Henry Berghoef’s - Oakmark Select - portfolio movements as of Q3/2011 (September 30, 2011). In total, they have 20 stocks with a total portfolio worth of USD 2,155,851,000.
Bill Nygren and Henry Berghoef’s fund positions as of Q3/2011 with actual share movements:
| Sym - Stock | Portfolio Weight | Recent activity | Reported Price* |
| DISCK - Discovery Communications Inc. CL C | 9.47 | Reduce 3.33% | $35.15 |
| LINTA - Liberty Media Interactive | 6.51 | Reduce 5.00% | $14.77 |
| TEL - TE Connectivity | 6.09 | 0 | $28.14 |
| CMCSA - Comcast Corp. | 5.71 | 0 | $20.69 |
| MA - Mastercard Inc. | 5.15 | Reduce 12.50% | $317.16 |
| CPN - Calpine Corp. | 5.13 | 0 | $14.08 |
| INTC - Intel Corp. | 4.99 | 0 | $21.33 |
| EBAY - eBay Inc. | 4.72 | 0 | $29.49 |
| TXN - Texas Instruments | 4.7 | 0 | $26.65 |
| COF - Capital One Financial | 4.69 | Add 18.60% | $39.63 |
| DELL - Dell Inc. | 4.67 | 0 | $14.15 |
| CVE - Cenovus Energy Inc. | 4.59 | 0 | $30.71 |
| BMY - Bristol-Myers Squibb | 4.48 | Reduce 23.19% | $31.38 |
| DTV - DIRECTV Group Inc. | 4.41 | 0 | $42.25 |
| MDT - Medtronic Inc. | 4.32 | 0 | $33.24 |
| TWX - Time Warner Inc. | 4.25 | Add 3.38% | $29.97 |
| JPM - JPMorgan Chase & Co. | 4.18 | Add 20.05% | $30.12 |
| HRB - Block H&R | 4.18 | Add 7.97% | $13.31 |
| FDX - FedEx Corp. | 3.92 | Buy | $67.68 |
| NFX - Newfield Exploration | 3.83 | Add 31.65% | $39.69 |
Related Stock Ticker of Bill Nygren and Henry Berghoef’s Portfolio:
DISCK, LINTA, TEL, CMCSA, MA, CPN, INTC, EBAY, TXN, COF, DELL, CVE, BMY, DTV, MDT, TWX, JPM, HRB, FDX, NFX
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