Martin Whitman Portfolio - Stockpickr! Your Source for Stock Ideas

Martin Whitman

13061 views

TheStreet.com Rating: C-

Rate Now:

average rating: 3.65 / 20 ratings

printer friendly

send to a friend

DESCRIPTION:

Date updated:04-28-2007

Martin Whitman runs the Third Avenue Value Fund. He is a classic value investor who has outperformed the S&P 500 index on average every year since his inception in 1990. Here are his top holdings as of November 2006.

New Positions as of 1/31/07: MITEF.PK, HNLGY.PK, HDVTF.PK

Top Positions Increased as of 1/31/07: HLDVF.PK, WHLKF.PK, FCE-A, CHEUY.PK

CHEUY.PK
Cheung Kong Holdi
$13.14
+1.86%
$13.12

Increased position by 2.56%; now a 9% position in portfolio

People owning CHEUY.PK also tend to own: AVX BAM CVA FCE-A HLDVF.PK IVSBF.PK JOE

TheStreet.com Rating: No Rating What is this?

TYIDF.PK
Toyota Industries
$29.45
+0.17%
$29.40

8.7% of portfolio

People owning TYIDF.PK also tend to own: AVX BAM CHEUY.PK CVA FCE-A HLDVF.PK IVSBF.PK

TheStreet.com Rating: No Rating What is this?

HLDVF.PK
Henderson Land De
$7.50
-1.96%
$7.60

Increased position by 93.76%; Now a 7.8% position in portfolio

People owning HLDVF.PK also tend to own: AVX BAM CHEUY.PK CVA FCE-A IVSBF.PK JOE

TheStreet.com Rating: No Rating What is this?

JOE
St Joe Co (the)
$28.13
+4.38%
$27.42

4.6% of portfolio

People owning JOE also tend to own: BTU FWLT GRMN SPWR TWI AAPL DVN

TheStreet.com Rating: D What is this?

FCE-A
Forest City Ent C
$11.89
+6.45%
$11.66

Increased position by 11.6%; Now a 4.2% position in portfolio

People owning FCE-A also tend to own: AN AVID BEAS BOH BYD CA EK

TheStreet.com Rating: No Rating What is this?

BAM
Brookfield Asset
$21.45
+0.75%
$21.67

4.2% of portfolio

People owning BAM also tend to own: AVX CHEUY.PK CVA FCE-A HLDVF.PK IVSBF.PK JOE

TheStreet.com Rating: C+ What is this?

PKX
Posco
$124.94
+1.11%
$126.92

3.8% of portfolio

People owning PKX also tend to own: JAKK USU F HBI JRN MAS MGA

TheStreet.com Rating: No Rating What is this?

NBR
Nabors Inds Inc N
$20.23
-0.05%
$20.68

3.6% of portfolio

People owning NBR also tend to own: ESV HP RDC AMTD BNI GLW UNH

TheStreet.com Rating: C What is this?

Page 1 of 3
1
2
3

Comments not available

Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Dec. 4, 2009 According to Jim Cramer, the bears need a new line of argument. He said the doom-and-gloomers have been very quiet of late, but...

12.04.09 | 09:43 AM

Top-Yielding Monthly Dividend St...

By Fred Fuld Posted on Dec. 3, 2009 Everyone can appreciate the security offered by a regular income, whether in the form of a paycheck or retirement check -- or a divi...

12.03.09 | 16:15 PM

Cramer's Take on Headline Stocks...

Posted on Dec. 3, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is to gather as much in...

12.03.09 | 14:40 PM

'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Dec. 3, 2009 The traders of CNBC’s “Fast Money” think the path of least resistance for the stock market remains to the upside. On Tues...

12.03.09 | 12:05 PM

General market Technical Analysi...

11.14.07 | 22:55 PM From author ZA

Banjo's Garden Pic Thread

05.10.09 | 12:33 PM From author banjoman

The Presidential/Political Thread

01.02.08 | 08:05 AM From author Dave Cox

Full Disclosure

11.09.08 | 12:30 PM From author alchemist

more forums