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13F Filings for the March 31, 2013 Quarter are due
May 15th, 2013
4736 filings already imported!
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Q1 2013 Heat Map is Ready

Posted on May 17th, 2013

The Whalewisdom 13F Heat Map for Q1 2013 is ready. Initial results are in the table below. Please note that these values may change as new and amended 13F filings are processed.

The top 10 Heat Map Stocks (calculated from 107 filers)
Stock	Highlights
Virgin Media, Inc. (VMED)	# of filers holding stock: 38 # of times in top 10 holdings: 13 Average portfolio rank: 194 # of filers increasing position: 28 # of filers decreasing position: 21
Constellation Brands Inc. (STZ)	# of filers holding stock: 37 # of times in top 10 holdings: 6 Average portfolio rank: 249 # of filers increasing position: 23 # of filers decreasing position: 18
PHILLIPS 66 (PSX)	# of filers holding stock: 37 # of times in top 10 holdings: 5 Average portfolio rank: 122 # of filers increasing position: 22 # of filers decreasing position: 16
HJ Heinz Co. (HNZ)	# of filers holding stock: 33 # of times in top 10 holdings: 4 Average portfolio rank: 345 # of filers increasing position: 24 # of filers decreasing position: 9
Boeing Co. (BA)	# of filers holding stock: 38 # of times in top 10 holdings: 4 Average portfolio rank: 117 # of filers increasing position: 28 # of filers decreasing position: 12
SanDisk Corp. (SNDK)	# of filers holding stock: 34 # of times in top 10 holdings: 5 Average portfolio rank: 270 # of filers increasing position: 19 # of filers decreasing position: 17
MICHAEL KORS HOLDINGS LTD (KORS)	# of filers holding stock: 32 # of times in top 10 holdings: 7 Average portfolio rank: 373 # of filers increasing position: 20 # of filers decreasing position: 15
COPART INC (DE) (CPRT)	# of filers holding stock: 33 # of times in top 10 holdings: 1 Average portfolio rank: 473 # of filers increasing position: 22 # of filers decreasing position: 8
Community Health Systems, Inc. (CYH)	# of filers holding stock: 35 # of times in top 10 holdings: 1 Average portfolio rank: 337 # of filers increasing position: 28 # of filers decreasing position: 7
CBS CORP CL B (CBS)	# of filers holding stock: 49 # of times in top 10 holdings: 11 Average portfolio rank: 155 # of filers increasing position: 29 # of filers decreasing position: 2

Berkshire Hathaway Releases Q1 2013 13F Filing

Posted on May 15th, 2013

Berkshire Hathaway has revealed their 13F holdings for the quarter ending March 31st, 2013.

Summary for 03/31/2013 13F Filing

Market Value:	$85,001,377,329
Prior Market Value:	$75,313,577,902
New Purchases:	2 stocks
Additional Purchases:	9 stocks
Sold out of:	2 stocks
Reduced holdings in:	3 stocks
Concentration % of Top 10 Holdings:	97.60%

13F Holdings Summary

**Top** 13F Holdings on 03/31/2013
Stock	% of Portfolio
Wells Fargo & Company	19.94%
The Coca-Cola Company	19.03%
INTERNATIONAL BUSINESS MACHINES	17.09%
American Express Company	12.03%
Procter & Gamble Co.	4.79%
Wal-Mart Stores Inc.	4.34%
DIRECTV	2.48%
U.S. Bancorp	2.45%
PHILLIPS 66	2.24%
DaVita, Inc.	2.09%

Major **new** positions on 03/31/2013
Stock	% of Portfolio
Liberty Media Corporation	0.74%
CHICAGO BRIDGE & IRON CO N V	0.48%

Major positions **closed** on 03/31/2013
Stock	Prior % of Portfolio
General Dynamics Corp.	0.36%
Archer Daniels Midland Company	0.22%

Mohnish Pabrai's Dalal Street, LLC Files 13F For Q1 2013

Posted on May 13th, 2013

Mohnish Pabrai's hedge fund, Dalal Street, LLC has filed a new 13F for the quarter ending March 31st, 2013

Summary for 03/31/2013 13F Filing

Market Value:	$339,564,855
Prior Market Value:	$333,124,925
New Purchases:	0 stocks
Additional Purchases:	2 stocks
Sold out of:	1 stock
Reduced holdings in:	2 stocks
Concentration % of Top 10 Holdings:	101.93%

13F Holdings Summary

**Top** 13F Holdings on 03/31/2013
Stock	% of Portfolio
Bank of America Corporation	26.91%
Citigroup, Inc.	20.32%
Chesapeake Energy Corporation	19.32%
Horsehead Holding Corp.	6.71%
The Goldman Sachs Group, Inc.	6.15%
GENERAL MOTORS COMPANY WARRANT (EXPIRES 07/10/2019)	20.59%

Major **new** positions on 03/31/2013
Stock	% of Portfolio

Major positions **closed** on 03/31/2013
Stock	Prior % of Portfolio
General Motors Company Common Stock	18.03%

Blue Ridge Capital LLC Opens Position in Endo Health Solutions (ENDP)

Posted on May 9th, 2013

Blue Ridge Capital, L.l.c., the hedge fund run by John Griffin, filed a 13G disclosing a new position in ENDP. Blue Ridge Capital owned 6,635,000 shares or a 5.98% stake in the company as of April 30, 2013

From Yahoo! Finance, Endo Health Solutions Inc. provides specialty healthcare solutions in the United States and internationally.
Ownership History in ENDP

Reported via Date Name Ticker Shares % of Portfolio

SC 13G 2013-04-30 ENDO HEALTH SOLUTIONS, INC COM STK ENDP 6,635,000 N/A

Ownership History in ENDP
Reported via	Date	Name	Ticker	Shares	% of Portfolio
SC 13G	2013-04-30	ENDO HEALTH SOLUTIONS, INC COM STK	ENDP	6,635,000	N/A

Shah Capital Reveals 13F Holdings For Q1 2013

Posted on May 6th, 2013

Shah Capital management has filed their 13F For the quarter ending March 31st, 2013.

Summary for 03/31/2013 13F Filing

Market Value:	$89,402,644
Prior Market Value:	$99,330,066
New Purchases:	1 stock
Additional Purchases:	4 stocks
Sold out of:	4 stocks
Reduced holdings in:	8 stocks
Concentration % of Top 10 Holdings:	87.92%

13F Holdings Summary

**Top** 13F Holdings on 03/31/2013
Stock	% of Portfolio
China Yuchai International Limited	42.67%
UTStarcom, Inc.	21.58%
Chiquita Brands International Inc.	14.29%
CHINA XINIYA FASHION	6.0%
AEGON N.V.	2.76%
Canadian Solar Inc.	2.67%
Trina Solar Ltd.	2.23%
Yingli Green Energy Holding Co. Ltd.	2.16%
Corinthian Colleges Inc.	2.02%
Arch Coal Inc.	1.31%

Major **new** positions on 03/31/2013
Stock	% of Portfolio
Arch Coal Inc.	1.31%

Major positions **closed** on 03/31/2013
Stock	Prior % of Portfolio
Suntech Power Holdings Co. Ltd.	4.3%
SunPower Corporation	0.7%
QIAO XING MOBILE COMMUNICATION CO	0.53%
QIAO XING UNIV RES INC COM STK (VGB)	0.1%

Starboard Value LP Releases Q1 2013 13F Holdings

Posted on May 6th, 2013

Privately owned hedge fund, Starboard Value LP, has released their 13F for the quarter ending March 31st, 2013.

Summary for 03/31/2013 13F Filing

Market Value:	$1,099,549,752
Prior Market Value:	$880,238,996
New Purchases:	7 stocks
Additional Purchases:	4 stocks
Sold out of:	9 stocks
Reduced holdings in:	5 stocks
Concentration % of Top 10 Holdings:	89.60%

13F Holdings Summary

**Top** 13F Holdings on 03/31/2013
Stock	% of Portfolio
Office Depot, Inc.	15.05%
Compuware Corporation	9.08%
Integrated Device Technology, Inc.	8.49%
Calgon Carbon Corporation	8.38%
Wausau Paper Corp.	7.16%
Tessera Technologies Inc.	6.82%
iShares Russell 2000 Index	6.15%
Progress Software Corp.	4.2%
TriQuint Semiconductor, Inc.	3.3%
SeaChange International Inc.	3.1%

Major **new** positions on 03/31/2013
Stock	% of Portfolio
iShares Russell 2000 Index	6.15%
TriQuint Semiconductor, Inc.	3.3%
Ferro Corp.	2.62%
VCA Antech Inc.	1.6%
Diebold, Incorporated	1.31%

Major positions **closed** on 03/31/2013
Stock	Prior % of Portfolio
Viad Corp	1.77%
Ameristar Casinos Inc.	1.34%
International Rectifier Corporation	0.96%
MIPS TECHNOLOGIES INC-	0.91%
TETRA Technologies Inc.	0.82%

Jana Partners Opens New Position in Ashland Inc.

Posted on April 11th, 2013

Jana Partners LLC, the hedge fund run by Barry Rosenstein, filed a new 13D disclosing ownership of 5,813,787 shares of ASH as of April 01, 2013. This gives Jana Partners a 7.4% stake in the company.

Per Yahoo! Finance, Ashland Inc. operates as a specialty chemicals company in the United States and internationally. It operates through four segments: Specialty Ingredients, Water Technologies, Performance Materials, and Consumer Markets.
Ownership History in ASH

Reported via Date Name Ticker Shares % of Portfolio

13F 2010-09-30 Ashland Inc. ASH 412,420 1.55

SC 13D 2013-04-01 Ashland Inc. ASH 5,813,787 N/A

Ownership History in ASH
Reported via	Date	Name	Ticker	Shares	% of Portfolio
13F	2010-09-30	Ashland Inc.	ASH	412,420	1.55
SC 13D	2013-04-01	Ashland Inc.	ASH	5,813,787	N/A

FMR LLC Reports a Series of Holdings Updates

Posted on March 11th, 2013

FMR LLC gave an update into some its major holdings today through a series of 13G filings. Some notable buys include Axiall Corp (11.93% stake), Coronado Biosciences (12.38% stake), Five Below (11.38% stake), ManPower (10.36% stake) and Eastman Chemical (10.39% stake). Notable sells include Yelp, Forestar Group, Ethan Allen Interiors, and Aveo Pharmaceuticals.

FMR Holdings Update
	Total Reported Shares	Previous Position	Subject Company	Ticker	Action Date
SC 13G/A	1,267,564	1,945,769 via 2/13/2013 13G	YELP INC	YELP	03/08/2013
SC 13G/A	2,868,191	5,469,765 via 2/13/2013 13G	AVEO Pharmaceuticals, Inc.	AVEO	03/08/2013
SC 13G	8,128,122	3,150,886 via 2/13/2013 13G	Manpower Inc.	MAN	03/08/2013
SC 13G/A	1,290,280	1,290,280 via 2/13/2013 13G	WORLD ACCEPTANCE CORPORATION	WRLD	03/08/2013
SC 13G	1,170,056	398,800 via 2/13/2013 13G	TILLY'S, INC.	TLYS	03/08/2013
SC 13G/A	6,870,468	3,764,320 via 2/13/2013 13G	WNS (Holdings) Ltd.	WNS	03/08/2013
SC 13G	2,901,281	678,894 via 12/31/2012 13F	E2OPEN INC	EOPN	03/08/2013
SC 13G/A	2,270,160	1,055,760 via 2/13/2013 13G	Bravo Brio Restaurant Group, In	BBRG	03/08/2013
SC 13G	3,017,032	New	CORONADO BIOSCIENCES INC	CNDO	03/08/2013
SC 13G/A	11,343,567	8,360,800 via 2/13/2013 13G	First Industrial Realty Trust Inc.	FR	03/08/2013
SC 13G/A	15,938,957	12,962,248 via 2/13/2013 13G	Eastman Chemical Co.	EMN	03/08/2013
SC 13G	3,184,272	new	XOOM CORP COM	XOOM	03/08/2013
SC 13G/A	1,950,200	1,950,200 via 12/31/2012 13F	Nexstar Broadcasting Group Inc.	NXST	03/08/2013
SC 13G/A	7,202,812	5,718,167 via 2/13/2013 13G	JIVE SOFTWARE, INC.	JIVE	03/08/2013
SC 13G/A	1,161,266	3,271,417 via 2/13/2013 13G	Forestar Group Inc.	FOR	03/08/2013
SC 13G	6,237,637	978,108 via 12/31/2012 13F	Rent-A-Center Inc.	RCII	03/08/2013
SC 13G	6,132,419	964,141 via 12/31/2012 13F	FIVE BELOW INC COM STK (PA)	FIVE	03/08/2013
SC 13G/A	288,924	2,484,824 via 2/13/2013 13G	Ethan Allen Interiors Inc.	ETH	03/08/2013
SC 13G/A	4,700,346	2,818,594 via 2/13/2013 13G	Insmed Incorporated	INSM	03/08/2013
SC 13G	6,545,767	1,859,000 via 12/31/2012 13F	Sunesis Pharmaceuticals Inc.	SNSS	03/08/2013
SC 13G/A	14,740,448	14,500,538 via 2/13/2013 13G	Apartment Investment & Management Co.	AIV	03/08/2013
SC 13G/A	19,356,614	19,356,614 via 12/31/2012 13F	SWISHER HYGIENE INC	SWHS	03/08/2013
SC 13G	2,536,577	300,000 via 12/31/2012 13F	Epoch Investment Partners, Inc.	EPHC	03/08/2013
SC 13G	1,896,851	394,361 via 12/31/2012 13F	MEI PHARMA INC COM STK (DE)	MEIP	03/08/2013
SC 13G	8,325,234	New	AXIALL CORPORATION	AXLL	03/08/2013
SC 13G/A	3,814,002	2,809,535 via 2/13/2013 13G	Teledyne Technologies Inc.	TDY	03/08/2013
SC 13G	6,953,230	575,500 via 12/31/2012 13F	Intermec, Inc.	IN	03/08/2013
SC 13G/A	58,378,594	87,938,054 via 2/13/2013 13G	ELAN CORP. PLC EO-,05	ELNCF	03/08/2013

Senator Investment Group Opens Position in Tempur-Pedic (TPX)

Posted on March 8th, 2013

Hedge fund sponsor Senator Investment Group LP filed a 13G disclosing a new position in TPX. Senator Investment Group owned 5,040,000 shares or a 8.43% stake in the company as of March 8th, 2013.

From Yahoo! Finance, Tempur-Pedic International Inc. engages in the manufacture, marketing, and distribution of bedding products in North America and internationally.
Ownership History in TPX

Reported via Date Name Ticker Shares % of Portfolio

SC 13G 2013-03-08 Tempur Pedic International Inc. TPX 5,040,000 N/A

Ownership History in TPX
Reported via	Date	Name	Ticker	Shares	% of Portfolio
SC 13G	2013-03-08	Tempur Pedic International Inc.	TPX	5,040,000	N/A

Citadel Advisors Raises Stake in Goodrich Petroleum (GDP)

Posted on March 8th, 2013

Kenneth Griffin's Citadel Advisors LLC has filed a new 13G disclosing ownership of 2,019,156 shares of GDP as of March 04, 2013. This gives Citadel Advisors a 5.5% stake in the company and is an increase of 1,805,889 shares over what they reported on their 13F for December 31, 2012.

From Yahoo! Finance, Goodrich Petroleum Corporation, an independent oil and natural gas company, engages in the exploration, development, and production of oil and natural gas.

Ownership History in GDP
Reported via	Date	Name	Ticker	Shares	% of Portfolio
13F	2005-12-31	Goodrich Petroleum Corp.	GDP	11,687	0.00
13F	2006-03-31	Goodrich Petroleum Corp.	GDP	20,408	0.00
13F	2006-06-30	Goodrich Petroleum Corp.	GDP	25,373	0.00
13F	2006-09-30	Goodrich Petroleum Corp.	GDP	19,810	0.00
13F	2007-03-31	Goodrich Petroleum Corp.	GDP	51,938	0.01
13F	2007-06-30	Goodrich Petroleum Corp.	GDP	5,891	0.00
13F	2007-12-31	Goodrich Petroleum Corp.	GDP	94,995	0.01
13F	2008-09-30	Goodrich Petroleum Corp.	GDP (PUT)	167,400	0.00
13F	2008-09-30	Goodrich Petroleum Corp.	GDP	34,971	0.01
13F	2008-09-30	Goodrich Petroleum Corp.	GDP (CALL)	236,800	0.00
13F	2008-09-30	Goodrich Petroleum Corp.	GDP (PRN)	12,500,000	0.00
13F	2008-12-31	Goodrich Petroleum Corp.	GDP (PUT)	123,100	0.00
13F	2008-12-31	Goodrich Petroleum Corp.	GDP (CALL)	148,200	0.00
13F	2008-12-31	Goodrich Petroleum Corp.	GDP (PRN)	12,500,000	0.00
13F	2009-03-31	Goodrich Petroleum Corp.	GDP (PUT)	111,000	0.00
13F	2009-03-31	Goodrich Petroleum Corp.	GDP	10,670	0.00
13F	2009-03-31	Goodrich Petroleum Corp.	GDP (CALL)	156,300	0.00
13F	2009-03-31	Goodrich Petroleum Corp.	GDP (PRN)	12,500,000	0.00
13F	2009-06-30	Goodrich Petroleum Corp.	GDP (PUT)	161,600	0.00
13F	2009-06-30	Goodrich Petroleum Corp.	GDP	4,859	0.00
13F	2009-06-30	Goodrich Petroleum Corp.	GDP (CALL)	143,300	0.00
13F	2009-06-30	Goodrich Petroleum Corp.	GDP (PRN)	12,500,000	0.00
13F	2009-09-30	Goodrich Petroleum Corp.	GDP (PRN)	12,500,000	0.00
13F	2009-09-30	Goodrich Petroleum Corp.	GDP (PUT)	144,600	0.00
13F	2009-09-30	Goodrich Petroleum Corp.	GDP	20,086	0.00
13F	2009-09-30	Goodrich Petroleum Corp.	GDP (CALL)	137,200	0.00
13F	2009-12-31	Goodrich Petroleum Corp.	GDP (PRN)	26,171,000	0.00
13F	2009-12-31	Goodrich Petroleum Corp.	GDP (PUT)	183,900	0.00
13F	2009-12-31	Goodrich Petroleum Corp.	GDP	83,099	0.02
13F	2009-12-31	Goodrich Petroleum Corp.	GDP (CALL)	139,700	0.00
13F	2010-03-31	Goodrich Petroleum Corp.	GDP (CALL)	32,700	0.00
13F	2010-03-31	Goodrich Petroleum Corp.	GDP (PRN)	22,206,000	0.00
13F	2010-03-31	Goodrich Petroleum Corp.	GDP (PUT)	62,400	0.00
13F	2010-03-31	Goodrich Petroleum Corp.	GDP	62,342	0.01
13F	2010-06-30	Goodrich Petroleum Corp.	GDP	723,709	0.02
13F	2010-06-30	Goodrich Petroleum Corp.	GDP (CALL)	31,400	0.00
13F	2010-06-30	Goodrich Petroleum Corp.	GDP (PRN)	22,206,000	0.05
13F	2010-06-30	Goodrich Petroleum Corp.	GDP (PUT)	31,300	0.00
13F	2010-09-30	Goodrich Petroleum Corp.	GDP	1,289,362	0.05
13F	2010-09-30	Goodrich Petroleum Corp.	GDP (CALL)	30,400	0.00
13F	2010-09-30	Goodrich Petroleum Corp.	GDP (PRN)	22,206,000	0.06
13F	2010-09-30	Goodrich Petroleum Corp.	GDP (PUT)	5,000	0.00
13F	2010-12-31	Goodrich Petroleum Corp.	GDP	147,873	0.01
13F	2010-12-31	Goodrich Petroleum Corp.	GDP (CALL)	36,000	0.00
13F	2010-12-31	Goodrich Petroleum Corp.	GDP (PRN)	19,706,000	0.05
13F	2010-12-31	Goodrich Petroleum Corp.	GDP (PUT)	7,400	0.00
13F	2011-03-31	Goodrich Petroleum Corp.	GDP (PUT)	35,000	0.00
13F	2011-03-31	Goodrich Petroleum Corp.	GDP	713,769	0.03
13F	2011-03-31	Goodrich Petroleum Corp.	GDP (CALL)	38,000	0.00
13F	2011-03-31	Goodrich Petroleum Corp.	GDP (PRN)	19,400,000	0.04
13F	2011-06-30	Goodrich Petroleum Corp.	GDP (PUT)	25,200	0.00
13F	2011-06-30	Goodrich Petroleum Corp.	GDP	319,804	0.01
13F	2011-06-30	Goodrich Petroleum Corp.	GDP (CALL)	22,300	0.00
13F	2011-06-30	Goodrich Petroleum Corp.	GDP (PRN)	19,400,000	0.04
13F	2011-09-30	Goodrich Petroleum Corp.	GDP (PUT)	11,200	0.00
13F	2011-09-30	Goodrich Petroleum Corp.	GDP	206,449	0.01
13F	2011-09-30	Goodrich Petroleum Corp.	GDP (CALL)	33,300	0.00
13F	2011-12-31	Goodrich Petroleum Corp.	GDP	400,112	0.01
13F	2011-12-31	Goodrich Petroleum Corp.	GDP (CALL)	20,800	0.00
13F	2011-12-31	Goodrich Petroleum Corp.	GDP (PUT)	14,900	0.00
13F	2012-03-31	Goodrich Petroleum Corp.	GDP	902,523	0.03
13F	2012-03-31	Goodrich Petroleum Corp.	GDP (CALL)	15,600	0.00
13F	2012-03-31	Goodrich Petroleum Corp.	GDP (PUT)	12,900	0.00
SC 13G	2012-06-15	Goodrich Petroleum Corp.	GDP	1,959,806	N/A
13F	2012-06-30	Goodrich Petroleum Corp.	GDP (CALL)	124,000	0.00
13F	2012-06-30	Goodrich Petroleum Corp.	GDP (PUT)	12,500	0.00
13F	2012-06-30	Goodrich Petroleum Corp.	GDP	387,842	0.01
13F	2012-09-30	Goodrich Petroleum Corp.	GDP (CALL)	8,200	0.00
13F	2012-09-30	Goodrich Petroleum Corp.	GDP (PUT)	42,000	0.00
13F	2012-09-30	Goodrich Petroleum Corp.	GDP	242,407	0.01
13F	2012-12-31	Goodrich Petroleum Corp.	GDP (CALL)	25,500	0.00
SC 13G/A	2012-12-31	Goodrich Petroleum Corp.	GDP	238,767	N/A
13F	2012-12-31	Goodrich Petroleum Corp.	GDP (PUT)	33,400	0.00
13F	2012-12-31	Goodrich Petroleum Corp.	GDP	213,267	0.00
SC 13G	2013-03-04	Goodrich Petroleum Corp.	GDP	2,019,156	N/A

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Summary for 03/31/2013 13F Filing

13F Holdings Summary

Summary for 03/31/2013 13F Filing

13F Holdings Summary

Summary for 03/31/2013 13F Filing

13F Holdings Summary

Summary for 03/31/2013 13F Filing

13F Holdings Summary