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DELL - DELL INC

This page shows which of the focused investors we track hold DELL and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2013 it was held by 10 managers with an aggregate reported value of $3.78B, which is 0.62% of the combined portfolio.

As of Q2 2013, 10 tracked institutional managers held DELL (DELL INC) with an aggregate reported value of $3.78B — 0.62% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2013
Ticker
DELL

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Carl Icahn - Icahn Capital Management9.46%Add +2078.3%152,478,650$2.04B
2Mason Hawkins - Southeastern Asset Management4.66%Reduce -21.4%71,186,328$948.56M
3David Abrams - Abrams Capital Management11.56%New15,000,000$199.88M
4Yacktman Asset Management - Yacktman Asset Management0.94%Add +0.0%14,887,331$198.75M
5Richard Pzena - Pzena Investment Management1.22%Add +6.8%13,767,123$183.79M
6Prem Watsa - Fairfax Financial Holdings4.81%-8,976,589$119.57M
7Abrams Bison Investments - Abrams Bison Investments5.59%-4,450,000$59.3M
8Francis Chou - Chou Associates9.00%-2,500,000$33.38M
9First Eagle - First Eagle Investment Management0.00%New87,100$1.16M
10Jensen Investment Management - Jensen Investment Management0.01%New40,926$546K
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