Passport Capital, the hedge fund operated by John Burbank, filed its 13F for the three months through September 2013 today. There were a couple of major trends running through the manager's portfolio. Burbank is a big fan of Asian internet companies, and he seems to like the U.S. TV industry. Burbank spoke about some of those companies in his letter to investors, which we obtained yesterday.
Passport's long positions were worth $3,091,780,000 at the end of the third quarter, up from $3,037,430,000 at the end of the second quarter. The fund was quite...
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