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Falcone’s Harbinger Holdings Adds Bunge Shares, Trims Gold Stake

Harbinger Holdings LLC, the hedge fund run by Philip Falcone, bought shares of food company Bunge Ltd. (BG) in the first quarter and sold shares of SPDR Gold Trust, according to a regulatory filing.

Harbinger’s holdings of U.S. stocks declined to $1.1 billion from $1.6 billion in stocks at the end of 2010, according to today’s filing with the Securities and Exchange Commission.

The firm, based in New York, acquired 270,230 shares, valued at about $20 million, of White Plains, New York-based Bunge.

Falcone’s fund, which manages about $6 billion in assets, reduced its holding in the SPDR Gold Trust exchange-traded fund by almost half to 145,000 shares from 280,000 shares. That position was valued at almost $39 million at the end of 2010.

Steve Bruce, a spokesman for Harbinger, declined to comment.

To contact the reporter on this story: Katherine Burton in New York at kburton@bloomberg.net

To contact the editor responsible for this story: Christian Baumgaertel at cbaumgaertel@bloomberg.net

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