Dan Loeb August 2011 Fact Sheet

Dan Loeb August 2011 Fact Sheet

daniel loeb imageDan Loeb’s Q3 2011, shareholder letter is out. Not so much commentary but info on his holdings and his portfolio allocation. Hist top position is currently gold. David Einhorn and John Paulson also have a large position in gold.

Full document below in scribd:

Third Point August//

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