It was said that George Soros is back to day-to-day operations of his fund. Evidently he greately reduced the number of stocks he owns, down from about 400 to 111, also his portfolio is much more focused, top five positions now account for more than 60% of the total portfolio. These are what he bought and sold during the second quarter.
George Soros buys Petroleo Brasileiro S.A.Petrobras, ConocoPhillips, Hess Corp., CONSOL Energy Inc., Halliburton Company, SANDRIDGE ENERGY INC, Century Aluminum Company, Weatherford International Ltd., The Kroger Co., Schlumberger Ltd., National Oilwell Varco Inc., PattersonUTI Energy Inc., McDermott International Inc., INTREPID POTASH INC, NET Servicos de Comunicacao S.A., Synovus Financial Corp., BJ's Wholesale Club Inc., UnionBanCal Corp., City National Corp., Comerica Inc., Zions Ban Corp., The Macerich Company, iMSCI Brazil Index Fund, Nokia Corp., AT&T Inc., PAETEC Holding Corp., PMC Sierra Inc., Continental Airlines Inc., AMR Corp., AlcatelLucent, Cameco Corp., Sigma Designs Inc., Delta Air Lines Inc., Southwest Airlines Co., Symmetricom Inc., Macrovision Corp., during the 3-months ended 06/30/2008, according to the most recent filings of his investment company, Soros Fund Management LLC. George Soros owns 111 stocks with a total value of $2.5 billion. These are the details of the buys and sells.
New Purchases: ALU, AMR, BJ, CAL, CCJ, CENX, CMA, CNX, COP, CYN, DAL, EWZ, HAL, HES, IPI, KR, LUV, MAC, MDR, MVSN, NETC, NOK, NOV, PAET, PBR, PMCS, PTEN, SD, SIGM, SLB, SNV, SYMM, T, UB, WFT, ZION,
Added Positions: BBND, BKE, CALP, COST, ELX, EXTR, FCX, GS, INCY, IRF, JBLU, JNJ, LEH, MON, MOS, MU, NVLS, POT, RDWR, RSYS, SATS, SPY, SSCC, TIN, UNP, USM, VZ, WMT, RDWR,
Reduced Positions: ANR, BUCY, CYCL, GOOG, IAG, JOYG, NIHD, TIBX, VIP,
Sold Out: AA, AAI, AAPL, AAWW, ABFS, ABH, ACIW, AEE, AEL, AEP, AES, AFFX, ALO, AMCN, AMGN, AN, APD, ARB, ARIA, ARNA, ARO, ATAC, AVR, AVY, AW, AYE, AZO, BBI, BC, BEAS, BEXP, BGFV, BGP, BIOS, BK, BLC, BLG, BNI, BSX, BWS, BYD, BZH, CAB, CALM, CAO, CBG, CBI, CBK, CBT, CBZ, CCRN, CEC, CECO, CEDC, CEG, CEM, CHIC, CHRS, CHRW, CHTT, CLDN, CMCSA, CMG-B, CNP, CNW, COLM, COO, CQB, CRA, CRUS, CSH, CSX, CTX, CVG, CWTR, CXR, D, DAR, DBRN, DD, DDS, DELL, DHI, DIS, DOW, DTG, DTV, DUK, DW, DYN, ED, EHTH, EIX, EK, EPL, EQR, EQT, ETR, EVVV, EXAR, EXC, EXEL, EXPD, EXPE, FBN, FDX, FE, FL, FLO, FLWS, FPL, FRED, FRZ, FUL, FWLT, FWRD, GAIA, GAP, GB, GBE, GCO, GDP, GEO, GLW, GMCR, GMST, GNTX, GPOR, GSIC, GYI, GYMB, HAIN, HHS, HLTH, HOV, HPQ, HRZ, HS, HST, HTLD, HUBG, HYC, IACI, IBM, IJH, IKN, IMA, IPCC, IPSU, ISLE, IVC, JAH, JCG, JCI, JJSF, JOSB, KAMN, KBH, KG, KLAC, KND, KSWS, LCAPA, LEG, LEN, LF, LFG, LINTA, LMDIA, LPNT, LPX, LSCC, LSTR, LYV, LZB, M, MDC, MIR, MNC, MNI, MOD, MTH, MTX, MVL, MW, MYL, NAFC, NBIX, NBR, NDN, NFLX, NFP, NILE, NKE, NLC, NM, NMM, NOC, NSC, NUE, NUS, NWY, ODP, ODSY, OMX, ORCL, OWW, PAG, PAY, PBH, PBI, PBY, PCG, PCU, PDC, PFE, PFGC, PGN, PHM, PIR, PLCE, PLD, PMC, PNCL, PNK, POWI, PPC, PPG, PPL, PRX, PSS, PSUN, PSYS, PX, QQQQ, QSFT, RCII, RDEN, RGS, RIO, RIO-P, RNT, ROC, RSG, RSH, RT, RVI, RYL, SAM, SBGI, SBLK, SCHL, SCS, SFLY, SFN, SGR, SHLD, SIL, SLE, SLXP, SMH, SMRT, SNS, SO, SPAR, SRE, SSI, STAR, STC, STEI, STR, STT, STX, SUP, SXT, SYX, TBL, TECD, THS, TIVO, TKR, TLB, TMO, TOL, TRW, TSTR, TUES, TWX, TXCO, UAM, UEPS, ULTA, UNFI, UNH, UPS, USB, USBE, USG, USNA, VAL, VCI, VGR, VPHM, VRNM, VSH, VVTV, WCN, WFC, WGO, WINN, WLK, WLP, WLT, WMI, WOLF, WOR, WPI, WW, WY, WYN, X, YHOO, ZGEN, ZLC, ZQK,
For the details of George Soros's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+Soros
George Soros buys Petroleo Brasileiro S.A.Petrobras, ConocoPhillips, Hess Corp., CONSOL Energy Inc., Halliburton Company, SANDRIDGE ENERGY INC, Century Aluminum Company, Weatherford International Ltd., The Kroger Co., Schlumberger Ltd., National Oilwell Varco Inc., PattersonUTI Energy Inc., McDermott International Inc., INTREPID POTASH INC, NET Servicos de Comunicacao S.A., Synovus Financial Corp., BJ's Wholesale Club Inc., UnionBanCal Corp., City National Corp., Comerica Inc., Zions Ban Corp., The Macerich Company, iMSCI Brazil Index Fund, Nokia Corp., AT&T Inc., PAETEC Holding Corp., PMC Sierra Inc., Continental Airlines Inc., AMR Corp., AlcatelLucent, Cameco Corp., Sigma Designs Inc., Delta Air Lines Inc., Southwest Airlines Co., Symmetricom Inc., Macrovision Corp., during the 3-months ended 06/30/2008, according to the most recent filings of his investment company, Soros Fund Management LLC. George Soros owns 111 stocks with a total value of $2.5 billion. These are the details of the buys and sells.
New Purchases: ALU, AMR, BJ, CAL, CCJ, CENX, CMA, CNX, COP, CYN, DAL, EWZ, HAL, HES, IPI, KR, LUV, MAC, MDR, MVSN, NETC, NOK, NOV, PAET, PBR, PMCS, PTEN, SD, SIGM, SLB, SNV, SYMM, T, UB, WFT, ZION,
Added Positions: BBND, BKE, CALP, COST, ELX, EXTR, FCX, GS, INCY, IRF, JBLU, JNJ, LEH, MON, MOS, MU, NVLS, POT, RDWR, RSYS, SATS, SPY, SSCC, TIN, UNP, USM, VZ, WMT, RDWR,
Reduced Positions: ANR, BUCY, CYCL, GOOG, IAG, JOYG, NIHD, TIBX, VIP,
Sold Out: AA, AAI, AAPL, AAWW, ABFS, ABH, ACIW, AEE, AEL, AEP, AES, AFFX, ALO, AMCN, AMGN, AN, APD, ARB, ARIA, ARNA, ARO, ATAC, AVR, AVY, AW, AYE, AZO, BBI, BC, BEAS, BEXP, BGFV, BGP, BIOS, BK, BLC, BLG, BNI, BSX, BWS, BYD, BZH, CAB, CALM, CAO, CBG, CBI, CBK, CBT, CBZ, CCRN, CEC, CECO, CEDC, CEG, CEM, CHIC, CHRS, CHRW, CHTT, CLDN, CMCSA, CMG-B, CNP, CNW, COLM, COO, CQB, CRA, CRUS, CSH, CSX, CTX, CVG, CWTR, CXR, D, DAR, DBRN, DD, DDS, DELL, DHI, DIS, DOW, DTG, DTV, DUK, DW, DYN, ED, EHTH, EIX, EK, EPL, EQR, EQT, ETR, EVVV, EXAR, EXC, EXEL, EXPD, EXPE, FBN, FDX, FE, FL, FLO, FLWS, FPL, FRED, FRZ, FUL, FWLT, FWRD, GAIA, GAP, GB, GBE, GCO, GDP, GEO, GLW, GMCR, GMST, GNTX, GPOR, GSIC, GYI, GYMB, HAIN, HHS, HLTH, HOV, HPQ, HRZ, HS, HST, HTLD, HUBG, HYC, IACI, IBM, IJH, IKN, IMA, IPCC, IPSU, ISLE, IVC, JAH, JCG, JCI, JJSF, JOSB, KAMN, KBH, KG, KLAC, KND, KSWS, LCAPA, LEG, LEN, LF, LFG, LINTA, LMDIA, LPNT, LPX, LSCC, LSTR, LYV, LZB, M, MDC, MIR, MNC, MNI, MOD, MTH, MTX, MVL, MW, MYL, NAFC, NBIX, NBR, NDN, NFLX, NFP, NILE, NKE, NLC, NM, NMM, NOC, NSC, NUE, NUS, NWY, ODP, ODSY, OMX, ORCL, OWW, PAG, PAY, PBH, PBI, PBY, PCG, PCU, PDC, PFE, PFGC, PGN, PHM, PIR, PLCE, PLD, PMC, PNCL, PNK, POWI, PPC, PPG, PPL, PRX, PSS, PSUN, PSYS, PX, QQQQ, QSFT, RCII, RDEN, RGS, RIO, RIO-P, RNT, ROC, RSG, RSH, RT, RVI, RYL, SAM, SBGI, SBLK, SCHL, SCS, SFLY, SFN, SGR, SHLD, SIL, SLE, SLXP, SMH, SMRT, SNS, SO, SPAR, SRE, SSI, STAR, STC, STEI, STR, STT, STX, SUP, SXT, SYX, TBL, TECD, THS, TIVO, TKR, TLB, TMO, TOL, TRW, TSTR, TUES, TWX, TXCO, UAM, UEPS, ULTA, UNFI, UNH, UPS, USB, USBE, USG, USNA, VAL, VCI, VGR, VPHM, VRNM, VSH, VVTV, WCN, WFC, WGO, WINN, WLK, WLP, WLT, WMI, WOLF, WOR, WPI, WW, WY, WYN, X, YHOO, ZGEN, ZLC, ZQK,
For the details of George Soros's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=George+Soros
