Jean-Marie Eveillard Buys Wells Fargo & Company, Discovery Holding Company Series A, WH Energy Services Inc., Sells AllisChalmers Energy Inc., Freddie Mac, Favrille Inc.

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Aug 13, 2008
At the end of April, Jean-Marie Eveillard did not see much opportunites. But it seems that he saw a lof of them during the second quarter. He made new buys in varieties of companies. These are his buys and sells during the second quarter. Jean-Marie Eveillard owns 337 stocks with a total value of $11.2 billion.


Jean-Marie Eveillard buys Wells Fargo & Company, Discovery Holding Company Series A, Wm. Wrigley Jr. Company, WH Energy Services Inc., Corn Products International Inc., UltraShort Oil & Gas ProShares, NYMEX Holdings Inc., HireRight Inc., Electronic Data Systems Corp., Rockwood Holdings Inc., Superior Essex Inc, Rowan Companies Inc., Ansoft Corp., Safeco Corp., SAVVIS Inc., Bank of America Corp., VISA INC, Tyco International Ltd., DRS Technologies Inc., Greenfield Online Inc., Atmel Corp., Talisman Energy Inc., National City Corp., NuStar GP Holdings LLC Units Representin, ONYX Pharmaceuticals Inc., PHILIP MORRIS INTERNATIONAL INC, Pride International Inc., Cisco Systems Inc., Intevac Inc., Buffalo Wild Wings Inc., NuStar Energy L.P., Alpha Natural Resources Inc., Nortel Networks Corp., Xerox Corp., Select Sector SPDRFinancial, ARIAD Pharmaceuticals Inc., Washington Mutual Inc., Alnylam Pharmaceuticals Inc., ULTRASHORT FINANCIALS PROSHARES, Walter Industries Inc., Hercules Offshore Inc., Seattle Genetics Inc., iShares MSCI Japan Small Cap Index Fund, Ambac Financial Group Inc., Potash Corp. of Saskatchewan Inc., ULTA SALON, COSMETICS & FRAGRANCE, INC., Massey Energy Company, MBIA Inc., Helicos BioSciences Corp., UnitedHealth Group Inc., iShares MSCI Japan, sells AllisChalmers Energy Inc., Freddie Mac, Favrille Inc., iShares FTSE/Xinhua China 25 Index Fund, General Motors Corp., GemstarTV Guide International Inc., Google Inc., Holly Corp., HarleyDavidson Inc., Hovnanian Enterprises Inc., IntercontinentalExchange Inc., Fortune Brands Inc., Fannie Mae, Avant Immunotherapeutics Inc., BEA Systems Inc., BJ Services Company, Banco Latinoamericano de Exportaciones S, Bronco Drilling Company Inc., CSK Auto Corp., Copart Inc., Centex Corp., D.R. Horton Inc., DISH NETWORK CORPORATION CLASS A COMMON, iShares Russell 1000 Value Index Fund, The CocaCola Company, Kosan Biosciences Inc., The Stanley Works, TakeTwo Interactive Software Inc., United States Natural Gas Fund LP, PowerShares DB US Dollar Index Bullish F, Valero Energy Corp., Verizon Communications Inc., The Williams Companies Inc., Apple Inc., Wyeth, ZymoGenetics Inc., Sociedad Quimica y Minera de Chile S.A., SLM Corp., Sangamo BioSciences Inc., M.D.C. Holdings Inc., LOEWS Corp., Millennium Pharmaceuticals Inc., PepsiAmericas Inc., The Pepsi Bottling Group Inc., PepsiCo Inc., Pulte Homes Inc., Raytheon Company, The Ryland Group Inc., Seneca Foods Corp. during the 3-months ended 06/30/2008, according to the most recent filings of his investment company, Arnhold & S. Bleichroeder Advisers, LLC. Jean-Marie Eveillard owns 337 stocks with a total value of $11.2 billion. These are the details of the buys and sells.


New Purchases: ABK, ALNY, ANR, ANST, ARIA, ATML, BAC, BWLD, CPO, CSCO, DISCA, DRS, DUG, EDS, EWJ, HERO, HIRE, HLCS, IVAC, MBI, MEE, NCC, NMX, NS, NSH, NT, ONXX, PDE, PM, POT, RDC, ROC, SAF, SCJ, SGEN, SKF, SPSX, SRVY, SVVS, TLM, TYC, ULTA, UNH, V, WFC, WHQ, WLT, WM, WWY, XLF, XRX,


Added Positions: ADI, ARRY, ATK, AU, AXP, BUD, CCU, CHE, CPN, CPS, CRIS, DST, EAS, ETN, EXEL, GE, GERN, GFI, GNCMA, GTCB, HANS, HMY, HOLX, HOT, ID, LEH, LL, LLTC, LM, LMT, LULU, MEDX, MMM, MTB, NAPS, NEM, PBR-A, PCL, PDLI, PFE, PLA, PTN, SGP, SJT, SKM, SNMX, SNSS, SNUS, TGT, TJX, UNP, VAL, VMC, VRX, WLP, X,


Reduced Positions: AAP, ABX, APA, BAX, BNI, C, CAKE, CEGE, COP, DKS, FCX, GD, HAL, HIG, JNJ, KMX, KONA, LBTYK, LMDIA, MCD, MMR, MRK, MS, MSFT, NUE, PH, S, SBUX, SHPGY, SPY, STJ, TEL, TRX, WBC, YHOO,


Sold Out: AAPL, ALY, AVAND, BEAS, BJS, BLX, BRNC, CAO, CPRT, CTX, DHI, DISH, FNM, FO, FRE, FVRL, FXI, GM, GMST, GOOG, HOC, HOG, HOV, ICE, IWD, KO, KOSN, L, MDC, MLNM, PAS, PBG, PEP, PHM, RTN, RYL, SENEA, SGMO, SLM, SQM, SWK, TTWO, UNG, UUP, VLO, VZ, WMB, WYE, ZGEN,


For the details of 's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Jean-Marie Eveillard