| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
1
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
Fund Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 6.5 | 0.0 | 6.5 |
| Stocks | 74.02 | 0.0 | 74.02 |
| Bonds | 0.54 | 0.0 | 0.54 |
| Other | 0.04 | 0.0 | 0.04 |
| Foreign Bonds | 0.01 | 0.0 | 0.01 |
| Foreign Stocks | 18.9 | 0.0 | 18.9 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Liberty Media Corporation Class A | STRZA | 77.61 | 7.72 |
| Howard Hughes Corp | HHC | 29.9 | 6.59 |
| Brookfield Asset Management Inc Class A | BAM | 9.06 | 5.33 |
| AutoNation Inc | AN | 13.73 | 5.09 |
| Leucadia National Corporation | LUK | 32.48 | 4.62 |
| Icahn Enterprises LP | IEP | 69.37 | 3.88 |
| Dreamworks Animation SKG, Inc. | DWA | 24.86 | 3.51 |
| DISH Network Corp | DISH | 7.53 | 2.95 |
| Forest City Enterprises Inc Class A | FCE.A | 15.98 | 2.86 |
| Discovery Communications Inc Class A | DISCA | 23.09 | 2.82 |
