FPA Crescent Fund released its fourth quarter portfolio. The fund is run by Steven Romick
, who has achieved impressive long term market beating record. These are the details of the buys and sells.
buys CVS Caremark Corp., Microsoft Corp., Wal-Mart Stores Inc., Aon Corp., Pfizer Inc., Omnicare Inc., Total S.A., The Travelers Companies Inc., Covidien Plc., Occidental Petroleum Corp., Ensco Plc, sells Koninkl Phil E Ny Shares, Chevron Corp., Health Net Inc., G&k Services Inc., Lowes Companies Inc. during the 3-months ended 12/31/2010, according to the most recent filings of his investment company, FPA Crescent Fund. As of 12/31/2010, FPA Crescent Fund owns 61 stocks with a total value of $2.4 billion. Continue Reading »