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T2 Partners Management Holdings in 3rd Quarter: 13F Alert

By Kimberly Williams - 2011-11-14T14:13:32Z

The following is an analysis of T2 Partners Management LP as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Berkshire Hathaway Inc-Cl B  BRK/B US      17,997,984      253,350       99,112
Dell Inc                     DELL US       15,168,148    1,072,712      660,412
Howard Hughes Corp/The       HHC US        10,920,614      259,397       83,050
Western Digital Corp         WDC US         7,767,594      302,006      177,006
J.C. Penney Co Inc           JCP US         7,385,040      275,767      275,667
Citigroup Inc                C US           7,029,371      274,424      194,542
Promotora De Info-B-ADR      PRIS/B U       6,318,159    1,426,221      194,118
Nelnet Inc-Cl A              NNI US         5,638,789      300,255       24,193
Microsoft Corp               MSFT US        5,527,248      222,067     -221,491
Goldman Sachs Group Inc      GS US          5,451,375       57,656       57,656
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Goldman Sachs Group Inc      GS US          5,451,375       57,656       57,656
Ancestry.Com Inc             ACOM US        2,585,000      110,000      110,000
Apple Inc                    AAPL US        2,097,260        5,500        5,500
Fifth Street Finance Corp    FSC US         1,864,000      200,000      200,000
PF Chang's China Bistro Inc  PFCB US        1,770,600       65,000       65,000
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
General Growth Properties    GGP US        -7,469,676            0     -447,554
BP Plc-Spons ADR             BP US         -7,143,135            0     -161,281
Blue Coat Systems Inc        BCSI US       -3,279,000            0     -150,000
Winn-Dixie Stores Inc        WINN US       -2,631,812            0     -311,457
Target Corp                  TGT US        -2,623,817            0      -55,933
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Dell Inc                     DELL US        8,295,107    1,072,712      660,412
J.C. Penney Co Inc           JCP US         7,381,586      275,767      275,667
Berkshire Hathaway Inc-Cl B  BRK/B US       6,061,505      253,350       99,112
Citigroup Inc                C US           3,703,085      274,424      194,542
Western Digital Corp         WDC US         3,220,094      302,006      177,006
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Seagate Technology           STX US       -13,483,164       14,145     -829,203
CIT Group Inc                CIT US        -8,710,645        7,078     -194,585
Microsoft Corp               MSFT US       -6,005,260      222,067     -221,491
Two Harbors Investment Corp  TWO US        -5,322,708       36,195     -488,671
Iridium Communications Inc   IRDM US       -5,197,444      316,419     -511,239
 
 
SOURCE: SEC 13F-HR 
FILER: T2 Partners Management LP 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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