Well we don't know. This is from their 3Q 13fs which just show their long equities. The 4Qs are coming out soon so for sure they will have dumped all their losers since October. Anyway if they had stayed with their 3Q bets until now they'd have taken a hit like everyone else today and this month. Come back in a week as 4Q portfolios pop-up on FRS. If you want to see this charts tomorrow dial into our server. The link and the passwords are to your upper right.
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