Q2  2008 |
≡ |
EBAY - eBay Inc. |
Buy |
600,000 |
1.20 |
≡ |
NWSA - News Corp. |
Buy |
950,000 |
1.05 |
Q1  2008 |
≡ |
ELV - Elevance Health Inc. |
Add 30.00% |
300,000 |
0.81 |
≡ |
BBBYQ-OLD - Bed Bath & Beyond |
Add 25.00% |
250,000 |
0.45 |
≡ |
CMCSA - Comcast Corp. |
Add 19.67% |
1,200,000 |
0.71 |
≡ |
IAC - IAC Inc. |
Add 18.36% |
279,200 |
0.36 |
≡ |
AXP - American Express |
Add 13.79% |
200,000 |
0.54 |
≡ |
DELL-OLD - Dell Inc. |
Add 9.26% |
250,000 |
0.31 |
≡ |
TDS.S - Telephone & Data Systems Special |
Add 4.99% |
82,300 |
0.19 |
≡ |
UNH - United Health Group Inc. |
Add 0.65% |
10,000 |
0.02 |
≡ |
APOL - Apollo Education Group Inc. |
Buy |
500,000 |
1.32 |
≡ |
MLM - Martin Marietta |
Buy |
180,000 |
1.17 |
≡ |
EXP - Eagle Materials Inc. |
Buy |
500,000 |
1.09 |
≡ |
MSFT - Microsoft Corp. |
Buy |
300,000 |
0.52 |
≡ |
MHK - Mohawk Industries |
Buy |
93,800 |
0.41 |
Q4  2007 |
≡ |
WFC - Wells Fargo |
Add 45.45% |
500,000 |
0.78 |
≡ |
FNMA - Federal National Mortgage Association |
Add 10.53% |
200,000 |
0.41 |
≡ |
LOW - Lowe's Cos. |
Add 5.26% |
100,000 |
0.12 |
≡ |
OCR - Omnicare Inc. |
Add 0.92% |
22,900 |
0.03 |
≡ |
BBBYQ-OLD - Bed Bath & Beyond |
Buy |
1,000,000 |
1.52 |
Q3  2007 |
≡ |
NCT-OLD - Newcastle Investment Corp. |
Add 55.76% |
227,700 |
0.49 |
≡ |
CFC - Countrywide Financial Corp. |
Add 39.13% |
2,250,000 |
1.73 |
≡ |
LOW - Lowe's Cos. |
Add 26.67% |
400,000 |
0.45 |
≡ |
AXP - American Express |
Add 16.00% |
200,000 |
0.48 |
≡ |
WFC - Wells Fargo |
Add 10.00% |
100,000 |
0.14 |
≡ |
AIG - American International Group |
Add 5.41% |
5,000 |
0.27 |
≡ |
IAC - IAC Inc. |
Add 4.88% |
70,800 |
0.08 |
≡ |
ELV - Elevance Health Inc. |
Add 3.65% |
37,000 |
0.12 |
≡ |
USG - USG Corp. |
Add 0.43% |
6,000 |
0.01 |
≡ |
COV-OLD - Covidien Plc. |
Buy |
1,025,000 |
1.72 |
≡ |
TEL - TE Connectivity plc |
Buy |
1,025,000 |
1.47 |
≡ |
VMC - Vulcan Materials |
Buy |
277,000 |
1.00 |
≡ |
AMTD - AMTD IDEA Group |
Buy |
33,333 |
0.07 |
≡ |
BMN - Bimini Capital Management Inc. |
Buy |
700,000 |
0.04 |
Q2  2007 |
≡ |
OCR - Omnicare Inc. |
Add 106.43% |
1,277,100 |
1.69 |
≡ |
USG - USG Corp. |
Add 93.64% |
677,000 |
1.22 |
≡ |
NCT-OLD - Newcastle Investment Corp. |
Add 11.36% |
41,666 |
0.11 |
≡ |
RWT - Redwood Trust Inc. |
Add 4.69% |
110,000 |
0.20 |
≡ |
LOW - Lowe's Cos. |
Buy |
1,500,000 |
1.69 |
≡ |
WFC - Wells Fargo |
Buy |
1,000,000 |
1.29 |
Q1  2007 |
≡ |
CFC - Countrywide Financial Corp. |
Add 7.98% |
425,000 |
0.53 |
≡ |
AIG - American International Group |
Add 2.78% |
2,500 |
0.12 |
≡ |
RWT - Redwood Trust Inc. |
Add 0.64% |
15,000 |
0.03 |
≡ |
AXP - American Express |
Buy |
1,250,000 |
2.60 |
≡ |
OCR - Omnicare Inc. |
Buy |
1,200,000 |
1.76 |
≡ |
USG - USG Corp. |
Buy |
723,000 |
1.24 |
≡ |
UPS - United Parcel Service |
Buy |
450,000 |
1.16 |
≡ |
ADPAL - Adelphia Recovery Trust Series ACC-7 |
Buy |
3,535,000 |
0.00 |