TMFCHarris (99.56)

New Track Players in CAPS

March 06, 2008 – Comments (7)

We just added some new Wall Street players in CAPS – but they’re a little different from the usual Track Players. Unlike the regular Track Players who follow public calls made by analysts, these new players follow famous portfolio managers via their SEC disclosure statements.

Interested in what sectors interest Warren Buffett? Check out his player page and view his sector tab. Wonder how much of XM Bill Miller owns? Each pick has a pitch that details the number of shares he owns, what his real cost basis is, and other interesting statistics. These players will be updated as they file, and changes in their positions will be marked by replies to their original pitches.

So who are they?
Warren Buffett is there (of course), as well as legends like Carl Icahn and George Soros. There are also well regarded institutional investors like Bill Miller and the NWQ group. All told, there are over 40 portfolio managers being tracked. They are:

We hope you enjoy watching their performance and using their presence in CAPS as a guide when researching future stock ideas. It is important to remember that all of these players are entered in CAPS as though they assembled their portfolios on September 30th, 2007, though. Their scorecard performance will not reflect the actual performance of their portfolios, because we cannot take into account weighting or the original cost basis, but they will still show a birds-eye view of their holdings.

Fool on,
The CAPS Team