Burbank’s Passport Capital Buys Gaming & Leisure; Sells Baidu – ValueWalk Premium

Burbank’s Passport Capital Buys Gaming & Leisure; Sells Baidu

The latest 13F filing by Passport Capital, LLC reveals an aggregate portfolio worth $2.93 billion as of December 31, 2013. This is down from the end-September value of $3.09 billion.
Passport Capital top holdings
As of the end of December, Passport Capital’s biggest holding as a percentage of portfolio value was iShares MSCI Emerging Markets Index (PUT) at 6.69%. The investment advisor owns 4,700,000 shares of iShares . . .

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