In a market like this, PRIMCAP Management seems to fair better, relatively. As long term manager of Vanguard Primcap Fund, they have built great track record. PRIMECAP Management owns 258 stocks with a total value of $55.9 billion. These are the details of the buys and sells during the third quarter.
PRIMECAP Management buys ROCHE HOLDING LTD S/ADR, Expeditors International of Washington I, International Business Machines Corp, Arkansas Best Corp., Nucor Corp., Interval Leisure Group Inc., HSN Inc., Goodrich Corp., GLG PARTNERS, INC., CEPHEID, Ticketmaster, sells American International Group Inc., UAL Corp., Tellabs Inc., Rohm and Haas Company, Freddie Mac, Fannie Mae, Chevron Corp., Basin Water Inc., Alpha Natural Resources Inc., Waters Corp. during the 3-months ended 09/30/2008, according to the most recent filings of his investment company, PRIMECAP Management. Continue Reading »