Amaranth's Portfolio?!?!

Discussion in 'Wall St. News' started by WallStGolfer31, Sep 26, 2006.

  1. WallStGolfer31

    WallStGolfer31 Guest

  2. Dustin


    Pretty interesting if legit.

    The Anormed trade is damn fishy though going from 0 to .61% then suprise MLNM buys them out today. That was the only new equity position in their top 50 % holdings for that time period.
  3. WallStGolfer31

    WallStGolfer31 Guest

    I was really thinking, with as much news media they have been getting, I guess something was bound to leak. ( I mean it's no Paris Hilton tape lol)

    The blog I remember was going through their top 10 holdings other than SPY (which was #1) and seeing what in the top 10 was had selling pressure from possibly Amaranth selling to have cash for they wouldn't become insolvent.
  4. I am skeptical of the Amaranth portfolio excel file. I have no way to verify the source of the file.
  5. Neodude


    Assuming that it isn't fake the file ID points to Bill Cara. Maybe it's this guy?


    PS. The top holdings of Humana and SPY seem to confirm that either it came from Bill's site or that Bill was using info from this spreadsheet as a source.