In his latest quarterly investor letter, Whitney Tilson revealed that he just had his best Q1 of all time.
He also lists his current 15 biggest holdings, based on the size of the position in each.
1. Berkshire Hathaway
2. Iridium (stock & warrants)
3. Howard Hughes Corp.
5. Goldman Sachs
6. JC Penney
10. Pep Boys
11. Alexander & Baldwin
13. Resource America
14. MRV Communications
15. Grupo Prisa (B)
And here’s a look at how they’ve performed in 2012.
Photo: Whitney Tilson
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