Tuesday, September 19, 2006

What Stocks Did Amaranth Own?

Now that the world knows about the blow-up at hedge fund Amaranth due to its foolish trade in natural gas, and word is spreading the fund may fold, do you know if they own any stocks in your portfolio?

Looking at the latest 13F filing some larger positions included: Boston Sci (NYSE: BSX), St Jude Medical (NYSE: STJ), Inverness Medical Innovations Inc. (AMEX: IMA), Charles River Laboratories (NYSE: CRL), Dade Behring Holdings Inc. (Nasdaq: DADE), FreightCar America Inc. (RAIL), Goldcorp Inc. (NYSE: GG), Hayes Lemmerz International Inc. (Nasdaq: HAYZ), ONEOK Inc. (NYSE: OKE), Patterson-UTI Energy Inc. (Nasdaq: PTEN), Silver Wheaton Corp. (AMEX: SLW), Sprint Nextel Corp. (NYSE: S), Star Maritime Acquisition Corp. (AMEX: SEA), Thoratec Corp. (Nasdaq: THOR), Ventana Medical Systems Inc. (Nasdaq: VMSI), Vitesse Semiconductor Corp. (Nasdaq: VTSS) and Yamana Gold Inc. (AMEX: AUY)

Here is a link to the most recent filing showing their positions.

Funny, but looking at their equity/debt holdings it looks like the firm was nicely hedged in many positions. Too bad they didn't do the same with the natural gas trade.

1 Comments:

Anonymous Anonymous said...

Not mentioned is Cinram, a Canadian Income Trust where they're a 15% holder:

http://finance.yahoo.com/q?s=crw-un.to

10:54 AM  

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