Whitney Tilson (Trades, Portfolio), founder and managing partner of Kase Capital Management (formerly T2 Partners LLC), which manages three hedge funds, traded in 14 stocks in the third quarter. In the last 12 months, he has traded in 21 stocks with an average return of 15.1%.
In the third quarter, Tilson added no new stocks and sold all but one of the 14 stocks in which he did trade – SodaStream International Ltd. (SODA), maker of home carbonation devices. He initially invested in SodaStream in the first quarter of this year and has raised his stake in each quarter since. In the third quarter, Tilson increased his position in the company to 96,198 shares, an increase of 25.9%. Continue Reading »