According to a recent article in SeekingAlpha, these are his new positions:
SPDR Gold Trust (GLD)
Allegheny Energy (AYE)
Commscope (CTV)
Market Vectors Gold Miners ETF (GDX)
MEMC Electronic Materials (WFR)
CF Industries (CF)
Dow Chemical (DOW)
Aspen Insurance (AHL)
Proshares Ultrashort Treasuries (TBT)
JA Solar (JASO)
Focus Media (FMCN)
Cadence Design (CDNS)
Patterson-Uti Energy (PTEN)
Carpenter Technology (CRS)
Healthnet (HNT)
Foster Wheeler (FWLT)
McDermott (MDR)
Lawson Software (LWSN)
BondPatriot Coal (PCX)
Western Digital (WDC)
Cadence Design (CDNS)
BondEnsco International (ESV)
Colonial Properties (CLP)
Smithfield Foods (SFD)
Huntsman (HUN)
Aercap Holdings (AER)
Corning (GLW)
Duke Realty (DRE)
To see the old positions he's adding to, or those he's decreasing, click on the link.
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