REF - 1Q08 13F SEC Filings

For my REFerence + Per the latest 13F SEC forms filed quarterly by U.S. Hedge Funds and notable 'Super investors', I found the following 1Q08 portfolio transactions/disclosures to be the most signiciant Re impact to MY 'stock universe':

FYI, I use this 13F data from hedge funds + investors I trust as a point of reference when evaluating my own equity purchase decisions (just one of the variables)...the price shown below is just an avg of how that particular stock/security traded during the quarter (1Q08).

*T. Boone Pickens (BP Capital):
1.) NEW position in RIG @ $133.20/share...owns 1.09 million shares
2.) NEW position in HAL @ $36...1.5 million shares
3.) Added to FWLT @ $66.50...727 thousand shares
4.) Added to ABB @ $24.90...2.7 million shares

*Warren Buffett (Berkshire Hathaway):
1.) Added to BNI @ $85.90...63.8 million shares
2.) Added to KFT @ $30.40...138.3 million shares
3.) Added to IR @ $40.40...937 thousand shares

*Carl Icahn (Icahn Capital Management):
1.) NEW position on AMLN @ $29.90...6.3 million shares
2.) Added to MOT @ $11.40...115.7 million shares
3.) Added to BIIB @ $59.50...9.9 million shares
4.) Added to FOR @ $24.10...2.7 million shares
5.) Added to GFG @ $13.10...2.7 million shares
6.) Added to ENZN @ $8.70...2.5 million shares

*George Soros (Quantum Fund):
1.) NEW position on RIO-P (pref) @ $27.00...3.2 million shares
2.) NEW position on BUCY @ $95.10...300 thousand shares
3.) NEW position on JOYG @ $63.20...322 thousand shares
4.) NEW position on FWLT @ $66.50...268 thousand shares
5.) NEW position on IBM @ $107.80...3 thousand shares
6.) NEW position on TOL @ $20.40...21 thousand shares
7.) NEW position on GOOG @ $518.90...685 shares
8.) Added to NBR @ $29.60...75 thousand shares
9.) Added to EXC @ $77.70...25 thousand shares
10.) Added to GS @ $181.00...3 thousand shares
11.) Reduced CBI position by 50%...245 thousand shares
12.) Reduced POT position by 75%...66 thousand shares
13.) Reduced SGR position by 50%...154 thousand shares
14.) Reduced AAPL position by 99%...2 thousand shares
15.) CLOSED positions: BA, BBY, BIDU, COP, CSCO, EMC, FSLR, GME, HOKU, KFT, MA, MCD, MELI, NOV, PBR, RIG, XOM

*Eddie Lampert (ESL Investments):
1.) NEW position on KBH @ $22.70...605 thousand shares
2.) NEW position on CTX @ $22.90...748 thousand shares

*Seth Klarman (Baupost Group):
1.) Added to NWS @ $18.80...12.3 million shares

*Ken Heebner (Capital Growth Management):
1.) NEW position on PCU @ $99.50...3.1 million shares
2.) NEW position on IBM @ $107.80...452 thousand shares
3.) NEW position on NBR @ $29.60...300 thousand shares
4.) Added to DVN @ $93.30...2.7 million shares
5.) Added to FCX @ $93.70...4.8 million shares
6.) Added to MT @ $71.80...4.2 million shares
7.) Added to X @ $109...3.3 million shares
8.) Reduced RTP position by 50%...164 thousand shares
9.) Reduced RIO position by 68%...2.1 million shares
10.) Reduced HAL position by 45%...700 thousand shares
11.) CLOSED positions: RIMM, AAPL, RIG, FWLT, DE, ATW

*Other Investors' 13F Filing disclosures I'm still looking for include: Bill Gates (Cascade Investments), Ken Fischer (Fischer Investments) and Bill Miller (Legg Mason Capital)

Data Courtesy: GuruFocus.com.