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Whitney Tilson Fund Now Named 'Kase Fund'

February 5, 2013 2:00 PM EST Send to a Friend
In his 2012 annual letter, Whitney Tilson notes this fund is now doing business as the Kase Fund, which follows his split with Glen Tongue last year.

Tilson notes since he took over as sole portfolio manager seven months ago, he has purchased/repurchased only eight stocks, seven of which have risen – and are currently the seven largest positions in the fund. Tilson said he took a mall loss on Apple (Nasdaq: AAPL), which was sold.

The funds long positions, in descending order of size, include:
1. Berkshire Hathaway (NYSE: BRK-A)
2. AIG (NYSE: AIG)
3. Howard Hughes
4. Citigroup (NYSE: C)
5. Goldman Sachs (NYSE: GS)
6. Netflix (NASDAQ: NFLX)
7. Canadian Pacific (NYSE: CP)
8. dELiA*s (NASDAQ: DLIA)
9. Grupo Prisa
10. Iridium (NASDAQ: IRDM)
11. Spencer Holdings (private placement)
12. Japan side fund (private placement)
13. Spark Networks (NYSE: LOV)




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