T2 Partners (Whitney Tilson) 2012-January Letter

Whitney Tilson and Glenn Tongue’s hedge fund T2 Partners investor letter, the letter mentions some of their longs: Pep Boys (PBY), Goldman Sachs (GS), Iridium (IRDM), Resource America (REXI), Dell (DELL), Howard Hughes (HHC), Citigroup (C), and Microsoft (MSFT).¬†Also, they mention they are long SanDisk (SNDK) and bought more after the company provided weak guidance.

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Greenlight Capital (David Einhorn) 2011-Q3 Letter

David Einhorn’s hedge fund Greenlight Capital just sent out its third quarter letter to investors and in it they reveal some of their latest portfolio activity. Einhorn’s firm initiated brand new positions in CBS Corp (CBS), General Motors (GM), and Marvell Technology (MRVL) in the third quarter.

Read the full letter here



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