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From the Blogosphere
Leucadia Annual Meeting Notes
These guys are really at the top of the game. Steinberg discusses recent investments in AmeriCredit (ACF) and Jefferies (JEF)
Check it out here
Disclosure ("none" means no position):None
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Continued at Todd Sullivan's ValuePlays

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Leucadia Annual Meeting Notes
Leucadia Annual Meeting Notes
Leucadia Releases 13-F: Can you pell Concentrated Portfolio?
Now, here is a concentrated equity portfolio.
Leucadia's (LUK) 13-F reveals equity holdings in just 7 companies:
Amount of holdings in millions:
Americredit (ACF)= $295
Capital Southwest (CSWC)= $2.4
Cresund (CRESY)= $51.3
Georesources (GEOI)= $4.6
International Assets Holding (IAAC)= $34.5
Jefferies (JEF)= $68.8
United Western Bank (UWBK) = $2.2
Total= $458.8
The interesting part is that 88% of the portfolio is in financials. United, Amercredit, Capital, International Assets and...
Continued at Todd Sullivan's ValuePlays

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Leucadia Releases 13-F: Can you pell Concentrated Portfolio?
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Now, here is a concentrated equity portfolio. <>
Leucadia's (LUK) 13-F reveals equity holdings in just 7 companies:
Amount of holdings in millions: Americredit (ACF)= $295 Capital Southwest (CSWC)= $2.4 Cresund (CRESY)= $51.3 Georesources (GEOI)= $4.6 International Assets Holding (IAAC)= $34.5 Jefferies (JEF)= $68.8 United Western Bank (UWBK) = $2.2
Total= $458.8
The interesting part is that 88% of the portfolio is in financials. United, Amercredit, Capital, International Assets and Jefferies are all in the financial sector in some form.
Now, that is concentration...
Disclosure ("none" means no positi>...
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