Search results for AOC

Stocks | As of 9/30/2009 funds at Viking Global Investors LP run by Andreas Halvorsen were valued at $7.9 billion. During the quarter the fund had 66 total positions. The top five sector weightings are in: Financial (36.61%) Services (15.50%) Technology (9.19%) Capital Goods (6.10%) and Healthcare(5.22%). During the quarter some of the following significant actions were taken: Positions closed out (13 positions): CTSH CECO TMO HMA MCK COV AMT New positions (19 positions): ESRX CI FLS AOC ABC C HPQ PEP HAL Decreased positions (17 positions): QCOM LPS PCLN UHS DIS ACE TEX GS Increased positions (16 positions): RAH CSX OMI GR APOL XTO BEN V SHW Here are the top 30 holdings as of September 30 2009... All

Stocks | As of 9/30/2009 funds at Southeastern Asset Management run by Mason Hawkins were valued at $20.6 billion. During the quarter the fund had 39 total positions. The top five sector weightings are in: Services (42.81%) Financial (15.89%) Energy(13.31%) Technology (12.14%) and Capital Goods (6.80%). During the quarter some of the following significant actions were taken: Positions closed out (1 positions): EBAY New positions (0 positions): none Decreased positions (21 positions): IR LMDIA DELL CX SYMC MAR SCI ECA Increased positions (11 positions): YUM DIS MKL CHK TWTC AOC FICO RE FAF Here are the top 30 holdings as of September 30 2009. All