Argonaut Capital Buys Delta Air Lines, Liberty Global, Exits Sprint

Tiger cub David Grestenhaber’s Argonaut Capital is out with their 13f filing for the first quarter of this year. Argonaut Capital’s basic strategy is global macro, therefore the equities portfolio makes a small portion of the overall fund assets. The long equity holdings rose from $114 million in 4Q2012 to $275 million in 1Q2013.  Argonaut’s Global Macro Fund was up 4.3 percent in Q1, read the full report on returns here. Argonaut Capital’s Top Positions As of March 2013, Argonaut Capital’s top positions are in Apple Inc (NASDAQ: AAPL), Philip Morris International Inc. (NYSE:PM), Tenet Healthcare Corp (NYSE:THC) and Netflix, Inc. (NASDAQ:NFLX). Argonaut Capital bought Delta Air Lines,…