May 01, 2012 at 15:50 PM EDT
Passport Capital’s Top 10 Holdings & Saudi Equity Theses: Q1 Letter
Today we're highlighting commentary from Passport Capital's Q1 letter to investors. We've already highlighted how Passport is net short and so now we want to shift focus to John Burbank's top longs. Passport's Top 10 Holdings (at end of Q1) 1. Vivus (VVUS US): 5% of NAV 2. Cytec Industries (CYT US): 4% 3. Marathon Petroleum (MPC US): 4% 4. Ya...
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