Securities and Exchange Commission 13G filings show that Soros Fund Management has recently accumulated substantial stakes in three small stocks.
- Emdeon (EM), Healthcare IT/payments – a 7.09% stake
- Interoil (IOC), Oil and gas exploration in Papua New Guinea – a 6.81% stake
- Headwaters (HW), building materials and coal – a 5.31% stake
Just be aware Headwaters popped 13% today.
From a macro perspective, Soros Fund Management has a heavy 49.3% weighting in energy stocks. Looks like he’s pretty convinced oil prices will remain strong.