With 3rd Q 13fs coming in we can see that most holders were net sellers before Sept 30. Perhaps not enough. The icons show >2% portfolio in GMCR. You can't see the 3Q overweighters - Rail-Splitter, Insight and Geneva. Go download the trial and see for yourself.
It is undervalued now.
ReplyDeletehttp://seekingalpha.com/article/306903-gmcr-is-a-buy-now-even-by-einhorn-s-standards