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Whitney Tilson Fund Update

Tyler Durden's picture




 

Whitney Tilson's T2 rose 4.6% in March, and 10.1% in Q1, primarily due to its GGP holdings. Also, Iridium appears to still be in business and generating returns for T2. Other longs include such non-blue chips as Borders, Winn-Dixie, Resource America and Yahoo. The fund's short book seems to not have done so well, with key names Lululemon, DineEquity and MBIA surging during the period. The one bright spot on the short side was Palm.

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Mon, 04/05/2010 - 09:37 | 286365 BobPaulson
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Seems like an advertisement.

Mon, 04/05/2010 - 09:45 | 286371 Crook County
Crook County's picture

Iridium, another bust for Motorolla back in the telecom bubble. I was wondering what ever happened to that project.

Mon, 04/05/2010 - 09:51 | 286377 free_as_in_beer
free_as_in_beer's picture

I thought Clive Cussler made it up.

Mon, 04/05/2010 - 10:02 | 286385 AxiosAdv
AxiosAdv's picture

Math isn't my strong suit, but I'm pretty sure the S&P wasn't up 5.4% for the qtr.

Sat, 04/10/2010 - 05:37 | 294393 mark456
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