TW
| |
Ted Weschler13F | |
| Last update 2013-05-15 | 9 Stocks (0 new) |
| Value $1.12 Bil | Turnover 8 % |
Ted Weschler Investing Philosophy
Wescher is a value investor who focuses on “connecting the dots” from a wide variety of information when looking for potential investments. He places high value on pricing power and moats. Like Buffett, he believes there is no substitute for intellectual curiosity and experience when it comes to investing.
Ted Weschler Top Holdings of 2011-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRA | W R Grace & Co | 10,765,600 | 358,494.0 | 0% | 31.930 | 0% | 16.250 | +1.42% | +28.27% | 4,638.2 | Chemicals | |
DELISTED:DTV | Directv | 4,900,000 | 207,123.0 | -51.00% | 18.450 | -13.25% | - | 0% | 0% | 0 | Media - Diversified | |
DVA | DaVita Inc | 6,301,000 | 197,442.0 | -26.73% | 17.590 | -5.09% | 3.290 | +8.21% | -2.34% | 11,038.0 | Healthcare Providers & Services | |
FWONA | Liberty Formula One Group | 2,705,581 | 125,628.0 | -29.63% | 11.190 | -3.51% | 0.820 | +22.04% | +11.02% | 25,416.9 | Media - Diversified | |
DELISTED:VCI | Valassis Communications Inc | 4,150,000 | 77,771.0 | -17.00% | 6.930 | -1.32% | - | 0% | 0% | 0 | Media - Diversified | |
CBB | Cincinnati Bell Inc | 3,318,900 | 51,277.0 | -16.19% | 4.570 | -0.54% | 32.590 | +0.45% | +1.31% | 788.3 | Telecommunication Services | |
CCOI | Cogent Communications Holdings Inc | 3,800,000 | 51,110.0 | -5.00% | 4.550 | -0.17% | 7.920 | -1.28% | -33.52% | 2,436.8 | Telecommunication Services | |
WSFS | WSFS Financial Corp | 4,500,000 | 47,355.0 | 0% | 4.220 | 0% | 2.370 | +17.00% | +9.77% | 3,292.5 | Banks | |
DELISTED:FTWRQ | FiberTower Corp | 6,830,000 | 6,475.0 | 0% | 0.580 | 0% | - | 0% | 0% | 0 | Telecommunication Services | |
FWONK | Liberty Formula One Group | 5,190,572 | 0 | 0% | 0.000 | 0% | 1.640 | +22.00% | +11.08% | 25,416.9 | Media - Diversified |
Ted Weschler's Historical Top Holdings Breakdowns
Ted Weschler Total Holding History ($B)
Ted Weschler's Asset Allocation
Ted Weschler Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Ted Weschler's Hypothetical Growth since 2011-09-30
Ted Weschler's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ted Weschler's Holdings Heat Map
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Ted Weschler's Holdings Bubble Chart
Ted Weschler News
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