
We don't know what changes they made to Galleon's portfolio since the end of June. We can guess that the stocks where they built a large position are probably still in the portfolio. That goes double for the companies where Galleon had a large share of shares outstanding. This chart shows that even on an upday the names where Galleon was a large shareholder are underperforming. If press rumors hold and the fund goes to liquidation, I'd guess we'll see lots more of this.
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