Home > Quotes > Ownership & Insider Trades > Institional Porfolio

MARK MORRIS ET AL Information

667 MADISON AVE, NEW YORK, New York, 10021,

Report Date: 03/31/2013

Position Statistics:

Total Positions 129
New Positions 48
Increased Positions 76
Decreased Positions 51
Positions with Activity 127
Sold Out Positions 19
Total Mkt Value
(in $ millions)		 298

Sector Weighting

Basic Materials 4.79%
Capital Goods 15.19%
Conglomerates
Consumer Cyclical 0.11%
Consumer/Non-Cyclical 4.71%
Energy 10.98%
Financial 13.39%
Healthcare 0%
Services 29.98%
Technology 19.92%
Transportation 0.46%
Utilities 0.47%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

129 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GROUPON INC COM CL A 1,338 1,338 New 192,000
ZYNGA INC CL A 1,225 974 386.56 362,526
LENNAR CORP CL B 1,189 -18 (1.49) 34,544
MGIC INVT CORP WIS COM 704 704 New 116,000
ENTERPRISE PRODS PARTNERS L P COM 646 -20 (2.99) 10,500
BOSTON PROPERTIES INC COM 623 52 9.08 5,541
STARZ LIBRTY CAP COM A 609 60 10.83 26,831
GREEN DOT CORP CL A 590 590 New 31,900
MONDELEZ INTL INC CL A 567 567 New 18,000
DELTA AIR LINES INC DEL COM NEW 556 556 New 30,000
ZILLOW INC CL A 526 334 173.89 9,011
UNITED CONTL HLDGS INC COM 521 521 New 15,000
ONEOK PARTNERS LP UNIT LTD PARTN 484 117 31.86 9,230
WELLS FARGO & CO NEW WT EXP 102818 390 390 New 28,806
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 329 53 19.00 5,681
BUCKEYE PARTNERS L P UNIT LTD PARTN 314 50 19 4,760
NUSTAR ENERGY LP UNIT COM 290 46 19.00 5,843
U S AIRWAYS GROUP INC COM 285 285 New 15,000
RLJ ENTMT INC COM 279 -112 (28.6) 70,352
MACERICH CO COM 262 262 New 3,721