The founder of Hayman Advisors
made a fortune during the sub-prime crisis, and today he does not
like Japan and likes structured mortgages, housing, gold and U.S.
stocks. His U.S. portfolio contains eight stocks - one of them
new. With seven stocks sold out, his portfolio had 47%
quarter-over-quarter turnover and a value of $165 million.
The new position is a company called ZIOPHARM Oncology Inc. (
). Bass bought 316,987 shares at an average price of $4. He also
bought and sold a smaller parcel of shares of the company in the
first and second quarter of 2012.
ZIOPHARM Oncology Inc. is a Delaware Corporation. It is a
biopharmaceutical company engaged in the development and
commercialization of small molecule and synthetic biology
approaches to new cancer therapies. The drug in the latest stage
is Palifosfamide (ZIO-201) which is a type of drug called
alkylating agents that binds to cancer cell DNA to halt tumor
growth. It is currently in Phase 3 studies.
Ziopharm Oncology Inc. has a market cap of $144.6 million; its
shares were traded around $1.76 with and P/S ratio of 176.50.
Other Gurus who bought the stock in the fourth quarter include:
Paul Tudor Jones
See Kyle Bass' portfolio here. Also check out the Undervalued
Stocks, Top Growth Companies and High Yield stocks of Kyle
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